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Employee Engagement in Customer Experience Management
                                                                Customized consulting services

                                                                                .
       Foster Company-wide Customer Centricity                                        Interaction Bridges
While 56% of managers think                                                           •    Navigate unexpected changes with clients or colleagues.
they’re customer-centric, only                                                        •    Gain cooperation during moments of impasse.
12% of their customers agree.                                                              How: workshop, tools, application.

81% of companies with strong
capabilities and competencies                                                         Self-Reporting Team Recognition
for delivering customer experience
                                                                                      •    Spur energetic customer focus and stakeholder buy-in.
excellence are outperforming
their competition.                                                                    •    Give teams tools to track progress and submit their own
                                                                                           achievements per customer-centric categories and criteria.
                                                                                      •    Expand constructive feedback and organizational learning.
Internal Branding                                                                          How: Web interface, criteria, procedures, tools.
•     Involve employees enterprise-wide in understanding their
      own impact on the customer experience.                                          Customer-Focus Incentive Strategies
•     Embrace complaints and constructive feedback as
                                                                                      •    Link compensation with desired customer outcomes.
      valuable warning signals: deploy closed-loop process.
                                                                                      •    Prevent silo-focus, gaming, or coaching customers.
•     Align internal customer satisfaction activities with external
                                                                                           How: formula, sophistication roadmap, guidance.
      customer experience priorities.
•     Ensure consistent delivery of the brand promise.
      How: processes, best practices, tools, workshops.
                                                                                      Leading Indicator Dashboards
                                                                                      •    Focus on actionable leading indicators.
                                                                                      •    Cascade objectives and metrics for continuity.
Stakeholder Engagement
                                                                                      •    Focus on metrics levers for continual progress.
•     Implement customer-centric initiatives with shared vision.                      •    Integrate real-time financial/operational/customer metrics.
•     Build cross-organizational cooperation and involvement.                              How: evaluation, workshop, integrated online dashboard.
      How: change management roadmap, tools, guidance.
                                                                                      Holistic Decision-Making
Engagement Motivator Discovery
                                                                                      •    Improve customer-centricity in daily decisions.
•     Identify intrinsic motivators unique to your organization.                      •    Clarify leverage points and the ripple effect of decisions.
      How: 10-minute online survey, group-specific reports.                           •    Manage inter-relationships: programs, groups, people.
                                                                                           How: workshop, diagraphs, decision tables.
Individual Perception Discovery
•     Grasp others’ perspectives as a 360-degree view.                                Customer Relationship Skills
•     Build trust and manage expectations among everyone                              •    Improve listening, questions, and balanced open dialogue.
      who receives deliverables from an individual.                                   •    Build trust, partnering, and influence.
      How: 30-minute online self-survey, individual coaching.                              How: workshops, 5-minute podcasts, application.




© 2010 ClearAction LLC. All rights reserved.
ClearAction Customer Experience Management Consulting 1-877-CEM-ROI-4                         www.clearaction.biz

    Statistics from CMO Council Customer Affinity study and Peppers & Rogers Customer Experience Maturity Monitor study.
Innovation in Customer Experience Management
                                                              Customized consulting services

                                                                               .
Customer Experience as High-Profit Differentiator                                   Customer Hassle Prevention
                                                                                    •    Embrace constructive feedback company-wide.
                                                                                    •    Respond to customer complaints.
                                                                                    •    Anticipate and prevent customer concerns.
                                                                                    •    Grow process maturity, systems thinking, accountability.
                                                                                    •    Engage all employees in understanding and managing
                                                                                         their impact on customer experience.
                                                                                         How: data streams, processes, assessments, training.

                                                                                    Customer Experience Creativity
75% of best-in-class adopters of customer experience management                     •    Inspire innovations in customer experience: product,
have increased customer loyalty as a result of CEM initiatives, versus                   service, business model, affinity, policy, process,
53% of average adopters. Companies that have increased their
customer experience investment in the past 3 years are 30% more
                                                                                         emotional connections and customer’s broader context.
likely to have 0-5% customer churn/attrition rate, and they report                  •    Maintain core essence and manage assumptions.
satisfaction scores that are 60% higher.                                            •    Expand risk tolerance and capabilities for borrowing.
                                                                                    •    Nurture essential roles for creativity realization.
Customer Experience Measures                                                        •    Redefine competition and options per customers’ view.
                                                                                    •    Embed creativity tools enterprise-wide.
•    Measure value per customers’ inherent measures.
                                                                                         How: tools, analysis, guidance, workshops, processes.
•    Map customers’ desired outcomes to internal enablers.
•    Calculate value quotients by solution and trends.                              Customer Experience Improvement Momentum
     How: processes, studies, analysis, tools, guidance.
                                                                                    •    Vitalize executive sponsorship through vivid stories.
                                                                                    •    Apply systems thinking to customer experience initiatives.
Customer Experience Identities                                                      •    Re-charge programs with change management tools.
•    Segment customers by circumstance-based outcomes.                              •    Stimulate organizational learning and calculated risks.
                                                                                                                                        nd
•    Describe the customer experience persona by segment.                           •    Make benchmarking and quality tools usage 2 nature.
•    Prioritize opportunities by customer lifetime value.                           •    Improve customer-centricity and relationship skills.
•    Use identities company-wide for decision-making.                                    How: story database, training, tools, motivation alignment.
     How: tools, guidance, analysis, workshops.
                                                                                    Customer Experience Mentoring
Touchpoint Value Chain                                                              •    Increase ROI from surveys and customer programs.
•    Draw customer’s journey: need awareness to extinction.                         •    Access fast-track primer for executives new to CEM.
•    Create value for under-served journey points.                                  •    Navigate political dynamics in program management.
•    Improve value throughout the chain leading to each point.                      •    Get a non-invasive neutral assessment or sounding board.
     How: workshops, processes, motivation.                                              How: 1-on-1 discussion, evaluation, recommendations.




© 2010 ClearAction LLC. All rights reserved.
ClearAction Customer Experience Management Consulting 1-877-CEM-ROI-4                      www.clearaction.biz

       Statistics from Aberdeen and Strativity Customer Experience Management studies.
Customer Experience Management Skill-Building
                                                Customized speaking, training and workshops

                                                                     .
    Develop Customer Relationship Skills
                                                                          Lynn Hunsaker, head of ClearAction,
Build customer advocacy skills as a brand differentiator.                 is a frequent contributor to customer
Hands-on exercises with realistic internal and external                   experience publications and conferences.
customer scenarios accelerate adoption of valuable                        Well-known for her practical advice and
capabilities. Proficiency is the vital link between strategy and          action-oriented toolkits, Lynn has honed
execution. Develop strong customer relationship skills to bring           her interactive delivery style through a
your customer experience strategies to life.                              career of customer program management,
                                                                          marketing, organizational development,
From executive rallies to how-to workshops, ClearAction                   quality improvement, association
inspires customer focus, provokes new perspectives and calls              management, university teaching, and
to action, and shares innovative techniques as well as tried-             consulting to companies such as
and-true methods. Customize customer experience                           Accountants Inc., Adecco, Anritsu, Applied Materials,
management topics, depth, breadth, hands-on exercises, and                Cadence, FormFactor, Hospira, Merck, Sonoco, SunPower,
ready-to-implement take-aways for your group.                             and others. Lynn’s speaking engagements have also included:

Topics can be derived from ClearAction blog entries and                   •   American Marketing Association
tailored to your group’s interests. Sample topics include:                •   American Society for Quality
                                                                          •   Burke Customer Satisfaction Associates
                                                                          •   Contact Center Performance Forum
•   Customer-Centricity Building Blocks
                                                                          •   Council for Continuous Improvement
•   Beyond CRM and Touch Points                                           •   Customer Reference Knowledge Network
•   Measure Value the Customer’s Way                                      •   Institute of International Research
•   Interaction Bridges for Promise-Keeping                               •   Legal Marketing Association
                                                                          •   Market Research Association
•   Building Trust as a 360-Degree Lifestyle                              •   Organizational Development Network
•   Motivating Team Breakthroughs                                         •   Project Management Institute
•   Innovating Superior Customer Experience                               •   U.S. Department of Defense
•   Systems Thinking for CEM Collaboration
                                                                          Lynn Hunsaker has written and published three handbooks:
•   Internal Branding to Live the Brand Promise
                                                                          •   Customer Experience Improvement Momentum
•   Organization-wide Involvement in CEM                                  •   Metrics You Can Manage For Success
•   Balancing Leading Indicators & Incentives                             •   Innovating Superior Customer Experience
•   Customer Experience Value Chain

"Lynn's workshop was absolutely fantastic. Throughout every
step of the planning process, she was conscientious of the
detailed needs of our group. Her presentation style was very
engaging but even more importantly, very real. Attendees
remarked to me about how much insight they gained. I would
heartily recommend Lynn to any organization that is hoping to
gain expert knowledge from someone they can trust to deliver
superior results."



© 2010 ClearAction LLC. All rights reserved.
ClearAction Customer Experience Management Consulting 1-877-CEM-ROI-4            www.clearaction.biz
The following 3-hour modules can be expanded and/or combined for depth and breadth, customized to your needs.
                        A series of 5-minute podcasts is also available for on-the-job training and reinforcement.


                                                                     Partnering Roles
Communication Skills                                                 Monitor your journey from expert-for-hire to trusted advisor by
                                                                     identifying your current level of partnership and growing the
Effective communicators are skilled navigators of
                                                                     relationship through dimensions of expertise, process and
circumstances and personalities in receiving as well as
                                                                     people.
sending messages.
                                                                     Sources of Influence
The Power of Listening
                                                                     Measure your formal and informal sources of influence:
Practice listening skills appropriate to the situation at hand,
                                                                     positional, political, knowledge, relationship, and personal
including nonverbal cues, the skills of empathy and silence,
and advanced levels of listening that will propel your               power ... and leverage your client's sources for win-win
                                                                     arrangements.
relationship growth.
                                                                     Building Client Relationships
The Power of Questions
Involve your client through appropriate questions that reveal        Prioritize stretch goals for opportunities and relationships,
the often unspoken issues, criteria, rationale, perceived risks,     thought leadership, team development, quality assurance, and
                                                                     commercial success; develop tools to monitor and celebrate
motives and vision that are germane to your mutual success.
                                                                     success.
The Power of Intended Outcome
Identify success factors for each client interaction, taking into
account the expectations of each party, what to share or             Dynamics Skills
reserve, managing disengagement or resistance, and
discovering underlying needs.                                        Anticipate connections and interactions within and between
                                                                     processes and groups, to maximize customer experience
Balancing Open Dialog                                                success.
Integrate communication techniques for various phases of
discussion, using the exploring, stating and teaming dialog          Stakeholder Management
components appropriately.                                            Map the players integral to an initiative and determine
                                                                     strategies to create a common vision and build momentum and
                      TM
Interaction Bridges                                                  success in achieving desired results.
Learn techniques to use on-the-fly in navigating unexpected
changes with clients or colleagues, or gaining cooperation from      Building Relationships With Each Buying Influence
persons outside your line of authority during moments of             Identify the players in your client organization in various roles
impasse.                                                             of the buying decision, gain awareness of each role's care-
                                                                     abouts, and nurture your relationship with each client role.
Personalities Under Stress
Recognize what stresses different thinking types and develop         Creating Value Through Systems Thinking
methods to transform yourself and others to a positive outlook       Optimize the value you bring to clients through big-picture
during stressful situations.                                         techniques that accommodate critical system components
                                                                     through framing, analogies, patterns, perspectives, openness,
                                                                     and connectivity.

Relationship Skills                                                  Learning From Challenges & Successes
                                                                     Imagine yourself in the future with both positive and negative
Trust is the defining factor for long-term relationships. Catalyze   scenarios and ask "how did that happen?" to discover
and manage bonds that transcend inevitable challenges.               strategies to thwart competitors and build relationships.

Building Trust                                                       Mastering Implementation
Explore the character and competence dimensions of the trust         Bring action plans to life by integrating customer perspective,
you convey and tools for building credibility, managing              root cause analysis, metrics, execution specifics, and
commitments, maintaining standards, and demonstrating your           recognition on a single page as a living document that
trust in others.                                                     encourages follow-through.




© 2010 ClearAction LLC. All rights reserved.
ClearAction Customer Experience Management Consulting 1-877-CEM-ROI-4       www.clearaction.biz

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ClearAction Customer Experience Services

  • 1. Employee Engagement in Customer Experience Management Customized consulting services . Foster Company-wide Customer Centricity Interaction Bridges While 56% of managers think • Navigate unexpected changes with clients or colleagues. they’re customer-centric, only • Gain cooperation during moments of impasse. 12% of their customers agree. How: workshop, tools, application. 81% of companies with strong capabilities and competencies Self-Reporting Team Recognition for delivering customer experience • Spur energetic customer focus and stakeholder buy-in. excellence are outperforming their competition. • Give teams tools to track progress and submit their own achievements per customer-centric categories and criteria. • Expand constructive feedback and organizational learning. Internal Branding How: Web interface, criteria, procedures, tools. • Involve employees enterprise-wide in understanding their own impact on the customer experience. Customer-Focus Incentive Strategies • Embrace complaints and constructive feedback as • Link compensation with desired customer outcomes. valuable warning signals: deploy closed-loop process. • Prevent silo-focus, gaming, or coaching customers. • Align internal customer satisfaction activities with external How: formula, sophistication roadmap, guidance. customer experience priorities. • Ensure consistent delivery of the brand promise. How: processes, best practices, tools, workshops. Leading Indicator Dashboards • Focus on actionable leading indicators. • Cascade objectives and metrics for continuity. Stakeholder Engagement • Focus on metrics levers for continual progress. • Implement customer-centric initiatives with shared vision. • Integrate real-time financial/operational/customer metrics. • Build cross-organizational cooperation and involvement. How: evaluation, workshop, integrated online dashboard. How: change management roadmap, tools, guidance. Holistic Decision-Making Engagement Motivator Discovery • Improve customer-centricity in daily decisions. • Identify intrinsic motivators unique to your organization. • Clarify leverage points and the ripple effect of decisions. How: 10-minute online survey, group-specific reports. • Manage inter-relationships: programs, groups, people. How: workshop, diagraphs, decision tables. Individual Perception Discovery • Grasp others’ perspectives as a 360-degree view. Customer Relationship Skills • Build trust and manage expectations among everyone • Improve listening, questions, and balanced open dialogue. who receives deliverables from an individual. • Build trust, partnering, and influence. How: 30-minute online self-survey, individual coaching. How: workshops, 5-minute podcasts, application. © 2010 ClearAction LLC. All rights reserved. ClearAction Customer Experience Management Consulting 1-877-CEM-ROI-4 www.clearaction.biz Statistics from CMO Council Customer Affinity study and Peppers & Rogers Customer Experience Maturity Monitor study.
  • 2. Innovation in Customer Experience Management Customized consulting services . Customer Experience as High-Profit Differentiator Customer Hassle Prevention • Embrace constructive feedback company-wide. • Respond to customer complaints. • Anticipate and prevent customer concerns. • Grow process maturity, systems thinking, accountability. • Engage all employees in understanding and managing their impact on customer experience. How: data streams, processes, assessments, training. Customer Experience Creativity 75% of best-in-class adopters of customer experience management • Inspire innovations in customer experience: product, have increased customer loyalty as a result of CEM initiatives, versus service, business model, affinity, policy, process, 53% of average adopters. Companies that have increased their customer experience investment in the past 3 years are 30% more emotional connections and customer’s broader context. likely to have 0-5% customer churn/attrition rate, and they report • Maintain core essence and manage assumptions. satisfaction scores that are 60% higher. • Expand risk tolerance and capabilities for borrowing. • Nurture essential roles for creativity realization. Customer Experience Measures • Redefine competition and options per customers’ view. • Embed creativity tools enterprise-wide. • Measure value per customers’ inherent measures. How: tools, analysis, guidance, workshops, processes. • Map customers’ desired outcomes to internal enablers. • Calculate value quotients by solution and trends. Customer Experience Improvement Momentum How: processes, studies, analysis, tools, guidance. • Vitalize executive sponsorship through vivid stories. • Apply systems thinking to customer experience initiatives. Customer Experience Identities • Re-charge programs with change management tools. • Segment customers by circumstance-based outcomes. • Stimulate organizational learning and calculated risks. nd • Describe the customer experience persona by segment. • Make benchmarking and quality tools usage 2 nature. • Prioritize opportunities by customer lifetime value. • Improve customer-centricity and relationship skills. • Use identities company-wide for decision-making. How: story database, training, tools, motivation alignment. How: tools, guidance, analysis, workshops. Customer Experience Mentoring Touchpoint Value Chain • Increase ROI from surveys and customer programs. • Draw customer’s journey: need awareness to extinction. • Access fast-track primer for executives new to CEM. • Create value for under-served journey points. • Navigate political dynamics in program management. • Improve value throughout the chain leading to each point. • Get a non-invasive neutral assessment or sounding board. How: workshops, processes, motivation. How: 1-on-1 discussion, evaluation, recommendations. © 2010 ClearAction LLC. All rights reserved. ClearAction Customer Experience Management Consulting 1-877-CEM-ROI-4 www.clearaction.biz Statistics from Aberdeen and Strativity Customer Experience Management studies.
  • 3. Customer Experience Management Skill-Building Customized speaking, training and workshops . Develop Customer Relationship Skills Lynn Hunsaker, head of ClearAction, Build customer advocacy skills as a brand differentiator. is a frequent contributor to customer Hands-on exercises with realistic internal and external experience publications and conferences. customer scenarios accelerate adoption of valuable Well-known for her practical advice and capabilities. Proficiency is the vital link between strategy and action-oriented toolkits, Lynn has honed execution. Develop strong customer relationship skills to bring her interactive delivery style through a your customer experience strategies to life. career of customer program management, marketing, organizational development, From executive rallies to how-to workshops, ClearAction quality improvement, association inspires customer focus, provokes new perspectives and calls management, university teaching, and to action, and shares innovative techniques as well as tried- consulting to companies such as and-true methods. Customize customer experience Accountants Inc., Adecco, Anritsu, Applied Materials, management topics, depth, breadth, hands-on exercises, and Cadence, FormFactor, Hospira, Merck, Sonoco, SunPower, ready-to-implement take-aways for your group. and others. Lynn’s speaking engagements have also included: Topics can be derived from ClearAction blog entries and • American Marketing Association tailored to your group’s interests. Sample topics include: • American Society for Quality • Burke Customer Satisfaction Associates • Contact Center Performance Forum • Customer-Centricity Building Blocks • Council for Continuous Improvement • Beyond CRM and Touch Points • Customer Reference Knowledge Network • Measure Value the Customer’s Way • Institute of International Research • Interaction Bridges for Promise-Keeping • Legal Marketing Association • Market Research Association • Building Trust as a 360-Degree Lifestyle • Organizational Development Network • Motivating Team Breakthroughs • Project Management Institute • Innovating Superior Customer Experience • U.S. Department of Defense • Systems Thinking for CEM Collaboration Lynn Hunsaker has written and published three handbooks: • Internal Branding to Live the Brand Promise • Customer Experience Improvement Momentum • Organization-wide Involvement in CEM • Metrics You Can Manage For Success • Balancing Leading Indicators & Incentives • Innovating Superior Customer Experience • Customer Experience Value Chain "Lynn's workshop was absolutely fantastic. Throughout every step of the planning process, she was conscientious of the detailed needs of our group. Her presentation style was very engaging but even more importantly, very real. Attendees remarked to me about how much insight they gained. I would heartily recommend Lynn to any organization that is hoping to gain expert knowledge from someone they can trust to deliver superior results." © 2010 ClearAction LLC. All rights reserved. ClearAction Customer Experience Management Consulting 1-877-CEM-ROI-4 www.clearaction.biz
  • 4. The following 3-hour modules can be expanded and/or combined for depth and breadth, customized to your needs. A series of 5-minute podcasts is also available for on-the-job training and reinforcement. Partnering Roles Communication Skills Monitor your journey from expert-for-hire to trusted advisor by identifying your current level of partnership and growing the Effective communicators are skilled navigators of relationship through dimensions of expertise, process and circumstances and personalities in receiving as well as people. sending messages. Sources of Influence The Power of Listening Measure your formal and informal sources of influence: Practice listening skills appropriate to the situation at hand, positional, political, knowledge, relationship, and personal including nonverbal cues, the skills of empathy and silence, and advanced levels of listening that will propel your power ... and leverage your client's sources for win-win arrangements. relationship growth. Building Client Relationships The Power of Questions Involve your client through appropriate questions that reveal Prioritize stretch goals for opportunities and relationships, the often unspoken issues, criteria, rationale, perceived risks, thought leadership, team development, quality assurance, and commercial success; develop tools to monitor and celebrate motives and vision that are germane to your mutual success. success. The Power of Intended Outcome Identify success factors for each client interaction, taking into account the expectations of each party, what to share or Dynamics Skills reserve, managing disengagement or resistance, and discovering underlying needs. Anticipate connections and interactions within and between processes and groups, to maximize customer experience Balancing Open Dialog success. Integrate communication techniques for various phases of discussion, using the exploring, stating and teaming dialog Stakeholder Management components appropriately. Map the players integral to an initiative and determine strategies to create a common vision and build momentum and TM Interaction Bridges success in achieving desired results. Learn techniques to use on-the-fly in navigating unexpected changes with clients or colleagues, or gaining cooperation from Building Relationships With Each Buying Influence persons outside your line of authority during moments of Identify the players in your client organization in various roles impasse. of the buying decision, gain awareness of each role's care- abouts, and nurture your relationship with each client role. Personalities Under Stress Recognize what stresses different thinking types and develop Creating Value Through Systems Thinking methods to transform yourself and others to a positive outlook Optimize the value you bring to clients through big-picture during stressful situations. techniques that accommodate critical system components through framing, analogies, patterns, perspectives, openness, and connectivity. Relationship Skills Learning From Challenges & Successes Imagine yourself in the future with both positive and negative Trust is the defining factor for long-term relationships. Catalyze scenarios and ask "how did that happen?" to discover and manage bonds that transcend inevitable challenges. strategies to thwart competitors and build relationships. Building Trust Mastering Implementation Explore the character and competence dimensions of the trust Bring action plans to life by integrating customer perspective, you convey and tools for building credibility, managing root cause analysis, metrics, execution specifics, and commitments, maintaining standards, and demonstrating your recognition on a single page as a living document that trust in others. encourages follow-through. © 2010 ClearAction LLC. All rights reserved. ClearAction Customer Experience Management Consulting 1-877-CEM-ROI-4 www.clearaction.biz