Connecticut Bankers Association – Featured Article
The Omni-Channel Customer Journey and Your Strategic Plan By Cindy Donaldson, CEO, Red Barn Consulting
View the article Here
Connecticut Bankers Association – Featured Article Read More »
The Omni-Channel Customer Journey and Your Strategic Plan By Cindy Donaldson, CEO, Red Barn Consulting
View the article Here
Connecticut Bankers Association – Featured Article Read More »
Ah, the customer experience. When you are the customer, it’s very easy to describe your experience with a business – what you liked, what you didn’t like, what you wish they did differently or did more of – the list goes on. However, as a business owner or employee – trying to figure out your customer’s experience – and making sure it’s a good one – can be really hard.
Let’s first define what “Customer Experience” actually means – it’s the impression your customers have of your brand as a whole throughout all aspects of the buyer\’s journey. It results in their view of your brand and impacts factors related to your bottom-line including revenue.
The two primary touchpoints that create the customer experience are people and products/services. Positive customer experiences are crucial to the success of a business – not only do you get loyal customers, but they can also refer you more business! There is no better marketing than a customer who is willing to promote your business for you via word of mouth and is a brand advocate.
Creating an excellent customer experience is something that you should obsess over.
When it comes to purchasing products and services, it’s not the business owner who has the power, it’s the buyer. Why? Because customers not only have the internet at their fingertips to research anything and everything, but they have options – usually both locally and online when it comes to purchasing products or services.
It’s not about getting just ONE sale from a customer, it’s about creating sticky customers – repeat buyers. If you want customers to continue doing business with you, then you need to provide a remarkable experience and make them WANT to continue doing business with you.
How to you measure your customer experience?
Want to make a great customer experience? Make a customer journey map, create buyer personas, establish a positive connection with customers, ask for and act on feedback, create helpful content, and build a community.
How’s your Customer’s Experience? Read More »
What we do as an industry has dramatically changed over the past decade. We’ve shifted from trying to convince people to buy, to do, to act, to honing in on our customer’s journey and customer experience.
CX will rule Marketing and Advertising in the next decade.
The Customer Experience (CX) is king. People no longer want to be told what to do, instead they want to be educated, they want to be wooed and they want an AMAZING customer experience – one that they willingly will pay more for.
Read that again: They will pay MORE for a better experience.
Not that cheap, one and done is gone – there will always be price shoppers, but the trend is more on “show me what’s in it for me” as in the customer not the vendor.
So how do you have a Fab CX?
Marketing today is less about telling people what you do and more about showing people how you can improve their life and help them – even if it doesn’t involve what you sell.
CX should be at the core of your 2020 business and marketing strategy.
Marketing Trends 2020 – customer experience Read More »
There is a big difference between having an email marketing program and having an AUTOMATED email marketing program. The word “Automation” tends to send people into the panic zone – conjuring up visions of AI, robots, machines, “Danger Will Robinson” and the like.
Well, indeed it’s a bit computer geeky to set up the email automation, it is in fact far more human than sending one off emails.
First let’s get the lingo down.
Non Automated: If you are sending out an email and you have nothing set to “Trigger an Action” when someone clicks on something, opens something, or doesn’t do either of those – then you are not using email automation.
Automated: If you are setting up an architecture behind the scenes with Boolean cues i.e. “if this…than that” then you are automating. We marketers create workflows that automatically send emails to subscribers based on what they do or do not do.
Pros of Email Automation
First off, at Red Barn we do both. My weekly Thursday and Monday emails (SIGN UP HERE) are not automated. They are called just broadcast emails. If you don’t open them or don’t read them we aren’t prompting you to do something else.
Back to the pros…
Using Email Automation allows you to personalize and deliver customer-centric content that is specific and relative to your clients. In other words – you are speaking to them on a more personal level.
For both prospects and clients.
We use email automation to nurture prospects through the customer journey – bringing them along the Know, Like, Trust trifecta. We pepper them with content that will help nudge them to the trust and ergo buy phase. Perhaps they downloaded a quiz or an article, liked us on Facebook, went to a certain page on our website – all might trigger a unique email experience to them. Speaking to them on a personal level. “Hey Jenn, thanks for downloading that paper on Email Marketing – here’s something else you might like XXXXX”
We use automation to nurture clients in our Business Success Framework program – helping Corporate Executives launch Coaching and Consulting Careers. Everything from – \”Hey, you’ve got this\”, to \”Hey, I see you haven’t completed Module 2 and you are probably missing something AMAZING.\”
In the end – almost any action a person takes when engaging with your brand can be tracked and incorporated into an email marketing automation.
Found this handy stat on CampaignMonitor.com – “email marketing is the king of the marketing kingdom with a 4400% ROI and $44 for every $1 spent.”
When you are ready to dip your toes – call us. WE LOVE EMAIL MARKETING AUTOMATION.
Should you use Email Automation? Read More »
The Independent Insurance Agency world is still behind the 8-Ball when it comes to digital marketing. I’m not here to tell you that you should do it – because hopefully by now you know that. What I do want to share is what I’m seeing out there in the real world, and if you are truly vested in growing your agency, take the time to read the rest of this article!
Once you do 1-5 – now you are ready to take action. Please don’t go down the route of hiring someone who gives you canned content for your website, or canned email content. You will be lost in a sea of blue insurance logos looking like everyone else. People are buying from YOU. Share your story, show some personality.
Final tip – get your team involved. Your front-line folks are the ones who are interacting with your clients day after day. If you are looking for content – ask them WHAT your customers are asking about? Maybe it’s auto rates rising, or cyber liability or AirBnB or UBER questions.
I would have to say the majority of agents I work with haven’t done the Pre-Game. They dive right in and have miserable results. No super bowl was won without a lot of planning up front.
Just my $.02
The Digital Insurance Agent – yes, we are still talking about this Read More »
Any good marketing whiz will tell you that one of the most important parts of effective targeting is knowing your consumer inside and out. We’re talking more than their household income and gender. Truly knowing your consumer means you’re privy to everything from what their favorite drink at Starbucks may be to what their morning routine looks like. Sound a little nutty? It’s not! As business owners, we must be able to fully place ourselves in our prospective consumer’s shoes in order for our message to resonate with them. Understanding their experiences could be the difference between your prospect walking, or making the sale.
How does your consumer feel about your business now? What would drive your prospects to take action? What’s important to them? What makes them a repeat client or customer, and more importantly, what makes them walk away? Knowing the answers to these questions will keep your business not only maintained but consistently growing. Cracking the code on exactly who your consumer is can seem like a large to-do, but it’s proven to begin with something called “customer journey mapping.”
If you’re unfamiliar with the term, the good people at Big Door define it as “a framework that enables you to improve your customer experience.” We couldn’t have said it better ourselves. Your customer journey map follows your customer’s experience from their perspective to help your business understand how they are interacting with you. This in turn allows you to improve how your business interacts with them.
You want to start by figuring out how your prospects and current consumers engage with your business. Your customer journey map will pinpoint the steps they use to reach you. This is a process. It’s starts from when your consumer finds you online, to when they engage with your content, down to the moment they are being billed for your product or service. These are all “touchpoints” in their experience with your brand. Each of these touchpoints has the power to impact your consumer’s perception of you and ultimately drives their decision to conduct business with you or not. This isn’t always a linear process and it will vary from business to business.
Let’s dive a little deeper into what this process may actually look like. I’ve listed what the typical stages of customer journey map might be below.
1. Awareness – This when your customer takes notice of your brand for the first time. An email or some other form of an advertising campaign are common first steps for discovery.
2. Consideration – This may be as simple as checking out your website, or social media pages to review your message. Comparison between you and the competition happens at this stage as well. They may pursue customer review platforms.
3. Purchase – Here is where your prospect becomes a customer and makes the decision to buy the product or service you are selling.
4. Experience – Your customer now experiences your product or service for themselves.
5. Advocacy – Customer shares that experience, good or bad – with others.
6. Retention – Your business now has the opportunity to reel the customer back in using different tactics.
7. End of journey – Customer chooses to continue to use your product or service or goes to a competitor to restarts their journey there.
This journey can look very different depending on the nature of your business. There is no wrong or right way to go about accomplishing your end goal. A quick Google image search will show you different customer journey maps organizations have employed. They all look very similar to the steps listed above. Here’s ours visually:

What the step-by-step list above doesn’t give you is the nitty gritty on what to look for at each stage. This is where you have to do your homework. It boils down to these four words: Action, motivation, questions and roadblocks. Here are some vital questions to ask yourself throughout the entire process.
Once you’ve discovered how exactly your prospects think, feel and react to your business, you’re ready to use this data for bigger and better marketing activities. You should be using your findings to both improve the efficiency of your current strategies and create new ones if needed.
Consider your company’s SWOT analysis for a moment. The term SWOT is commonly used by marketers and business owners. It reveals your brand’s Strengths, Weaknesses, Opportunities and Threats, but this time we want to focus on these sections solely from the perspective of your consumer. For example, a strength from a business standpoint may be securing a well-connected investor to fund HR programs. From the perspective of a consumer however, things like having your brand readily available to them in big-box stores, and being the only brand in your lane to provide live customer service are big strengths. After you’ve established the specific values related to your business within the SWOT analysis, you can then develop a strategic plan.
The four quadrants of your SWOT analysis will inform the information you gather from customer journey mapping. The only way to gather valuable and accurate data is to ASK! Consider using a business consultant at this stage for unbiased feedback. Because we business owners and internal executives can only make educated assumptions about our consumer’s experiences, surveys and focus groups become invaluable at this stage.
Your survey or focus groups will focus on the details that are crucial for truly understanding a customer’s experience. Ask your consumer to map out their journey from their perspective. You’ll find that this road is not often linear. Some consumers skip the consideration phase and jump straight to purchases. Others may spend months researching, discovering new brands and comparing before making their purchase. For them, the costs of doing business with you is an investment worth their time. They want to get it right!
A well-researched customer journey map will unlock countless questions for you in the marketing process. You’ll be able to use it to find which platforms your consumer is listening to you on and how to effectively reach them at the awareness stage.
You’ll discover how your consumers evaluate your business against competitors and what questions you can answer before they make the decision not to buy at the consideration stage.
After the purchase stage, surveys from your customer journey map will inform you how to retain your current customers and what motivates them to share their experience at the advocacy stage.
Ultimately, there is no one size fits all when it comes to a customer journey mapping. The more touchpoints your customers face, the more complicated this map will be. Your company will have to tailor this process. The fundamentals provided above should give you a jump-start!
Done carefully, your organization can take charge over how your consumers engage with you.
Understanding Your Customer\’s Journey Read More »
Any good marketing whiz will tell you that one of the most important parts of effective targeting is knowing your consumer inside and out. We’re talking more than their household income and gender. Truly knowing your consumer means you’re privy to everything from what their favorite drink at Starbucks may be to what their morning routine looks like. Sound a little nutty? It’s not! As business owners, we must be able to fully place ourselves in our prospective consumer’s shoes in order for our message to resonate with them. Understanding their experiences could be the difference between your prospect walking, or making the sale.
How does your consumer feel about your business now? What would drive your prospects to take action? What’s important to them? What makes them a repeat client or customer, and more importantly, what makes them walk away? Knowing the answers to these questions will keep your business not only maintained but consistently growing. Cracking the code on exactly who your consumer is can seem like a large to-do, but it’s proven to begin with something called “customer journey mapping.”
If you’re unfamiliar with the term, the good people at Big Door define it as “a framework that enables you to improve your customer experience.” We couldn’t have said it better ourselves. Your customer journey map follows your customer’s experience from their perspective to help your business understand how they are interacting with you. This in turn allows you to improve how your business interacts with them.
You want to start by figuring out how your prospects and current consumers engage with your business. Your customer journey map will pinpoint the steps they use to reach you. This is a process. It’s starts from when your consumer finds you online, to when they engage with your content, down to the moment they are being billed for your product or service. These are all “touchpoints” in their experience with your brand. Each of these touchpoints has the power to impact your consumer’s perception of you and ultimately drives their decision to conduct business with you or not. This isn’t always a linear process and it will vary from business to business.
Let’s dive a little deeper into what this process may actually look like. I’ve listed what the typical stages of customer journey map might be below.
1. Awareness – This when your customer takes notice of your brand for the first time. An email or some other form of an advertising campaign are common first steps for discovery.
2. Consideration – This may be as simple as checking out your website, or social media pages to review your message. Comparison between you and the competition happens at this stage as well. They may pursue customer review platforms.
3. Purchase – Here is where your prospect becomes a customer and makes the decision to buy the product or service you are selling.
4. Experience – Your customer now experiences your product or service for themselves.
5. Advocacy – Customer shares that experience, good or bad – with others.
6. Retention – Your business now has the opportunity to reel the customer back in using different tactics.
7. End of journey – Customer chooses to continue to use your product or service or goes to a competitor to restarts their journey there.
This journey can look very different depending on the nature of your business. There is no wrong or right way to go about accomplishing your end goal. A quick Google image search will show you different customer journey maps organizations have employed. They all look very similar to the steps listed above. Here’s ours visually:

What the step-by-step list above doesn’t give you is the nitty gritty on what to look for at each stage. This is where you have to do your homework. It boils down to these four words: Action, motivation, questions and roadblocks. Here are some vital questions to ask yourself throughout the entire process.
Once you’ve discovered how exactly your prospects think, feel and react to your business, you’re ready to use this data for bigger and better marketing activities. You should be using your findings to both improve the efficiency of your current strategies and create new ones if needed.
Consider your company’s SWOT analysis for a moment. The term SWOT is commonly used by marketers and business owners. It reveals your brand’s Strengths, Weaknesses, Opportunities and Threats, but this time we want to focus on these sections solely from the perspective of your consumer. For example, a strength from a business standpoint may be securing a well-connected investor to fund HR programs. From the perspective of a consumer however, things like having your brand readily available to them in big-box stores, and being the only brand in your lane to provide live customer service are big strengths. After you’ve established the specific values related to your business within the SWOT analysis, you can then develop a strategic plan.
The four quadrants of your SWOT analysis will inform the information you gather from customer journey mapping. The only way to gather valuable and accurate data is to ASK! Consider using a business consultant at this stage for unbiased feedback. Because we business owners and internal executives can only make educated assumptions about our consumer’s experiences, surveys and focus groups become invaluable at this stage.
Your survey or focus groups will focus on the details that are crucial for truly understanding a customer’s experience. Ask your consumer to map out their journey from their perspective. You’ll find that this road is not often linear. Some consumers skip the consideration phase and jump straight to purchases. Others may spend months researching, discovering new brands and comparing before making their purchase. For them, the costs of doing business with you is an investment worth their time. They want to get it right!
A well-researched customer journey map will unlock countless questions for you in the marketing process. You’ll be able to use it to find which platforms your consumer is listening to you on and how to effectively reach them at the awareness stage.
You’ll discover how your consumers evaluate your business against competitors and what questions you can answer before they make the decision not to buy at the consideration stage.
After the purchase stage, surveys from your customer journey map will inform you how to retain your current customers and what motivates them to share their experience at the advocacy stage.
Ultimately, there is no one size fits all when it comes to a customer journey mapping. The more touchpoints your customers face, the more complicated this map will be. Your company will have to tailor this process. The fundamentals provided above should give you a jump-start!
Done carefully, your organization can take charge over how your consumers engage with you.
Understanding Your Customer\’s Journey Read More »