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All rights reserved Morris Pentel
Show Some Emotion
By Morris Pentel
If you are training in Athens or waiting to
join in January you must review these
slides
All rights reserved Morris Pentel
Goal
get out of the way of your
staff and customers because
they want to build you a better
business
Everything you are about to see is real science
All rights reserved Morris Pentel
Howwe think,
talk and act
Howwe
understand
context
Why
businesses get it
wrong
Howdo we
change
All rights reserved Morris Pentel
On a scale of 1 – 10……..
Think of
10 things
in your
life that
are a
perfect
10
How we think, talk
and act
All rights reserved Morris Pentel
E-score
Think about 10
things in your life
that are ok or a
little or a lot!
OK
Care
Very very
very
More than
Don’t
Ok Centred Metric
1 - 10 Based
All rights reserved Morris Pentel
OKmeans the same to everyone
even though they lead completely
different lives in completely different
situations.
Even though it seems that OK in a prison
camp does not mean the same as OK to a
lottery winner…..it actually is. Not the
circumstances but the feeling because the
feeling is “within context”.
All rights reserved Morris Pentel
OK– floats mathematically
according to the situation because OK is
really “OK Given the circumstances” and
that equals CONTEXT.
So does “too much”
A little,
A lot,
Very
THEY ALL FLOAT
It has a hard and certain common definition which is “neutral - given the
circumstances”. OK centred is therefore mathematically more reliable than 1 – 10.
You do not need to understand Quantum Maths – just how to float
Heisenberg by Artokingo
All rights reserved Morris Pentel
Sometimes….the digital experience is less than perfect
more like a broken road and then the bot <app <website <agent helps
the customer across the bridge across the pot holes at the phygital*
interface
This requires a different skill set
and escalation approach to conversation
to help a customer get through this
experience in the most emotionally
efficient way!
*Phygital is where digital and the real world meet and
sometimes………………..
All rights reserved Morris Pentel
Howwe
understand
context
All rights reserved Morris Pentel
Escalation
2020
AI/Decisioning
Channels
=AGENT/BOT/IVR/WEBSITE/
CHAT/VOICE/APP/SOCIAL…
All rights reserved Morris Pentel
Terrible
wonderful
I’m in love
I really hate them
Fine
Awful
Fantastic
You will not believe it
Fit as a fiddle
Unbelievable
Unbelievable
Impossible
Impossible
Worse than averageBetter than average
A bit down
good
You will not believe it
We instinctively understand this model of verbal answers
We can describe feelings with words on an emotional scale – its implied in behaviour
chill
cool
happy
Impossible
Sick
Sick
How do you feel about?
Emotion-Score Verbatim
Calibration Wall
OK
All rights reserved Morris Pentel
Terrible
wunderbar muy bien
Realmente los odio
‫ﺣ‬‫ﺳ‬‫ﻧ‬‫ﺎ‬
AwfulYou will not believe it
Fit as a fiddle
Unbelievable
ထက်ပိ&'ပီး
Impossible
Lehetetlen
pas bonpas mal
Un peu triste
excité
C'est fou
We instinctively understand this model of verbal answers
We can describe feelings with words on an emotional scale – its implied in behaviour
‫ر‬‫ا‬‫ﺋ‬‫ﻊ‬
cool
행복hihetetlen
Syk
kul
Any standard language
OK
불행한
‫ر‬‫ھ‬‫ﯾ‬‫ب‬
ထက်ပိ&'ပီး
Realmente los amo Εντάξει
All rights reserved Morris Pentel
• Create Context Model
• Open Source
•
• On Line
• No sign up
Context
All rights reserved Morris Pentel
Core
Functional
its instrumental purpose
(use value).
A torch , for instance,
lights; a knife cuts.
1
Exchange
its economic value.
One carving knife may be worth three
fish knives; and one torch maybe worth
500 matches or one sheep etc. Both are
different exchange values.
2
Symbolic
a value that a subject assigns to an
object in relation to another
subject
(i.e., between a giver and receiver). A pen
might symbolize a student's school
graduation gift or a commencement
speaker's gift; or a diamond may be a symbol
of publicly declared marital love.
3
Any value proposition is
always made up of elements
in different %’s
This is how you create your
own template
Core
Values are ones that you share
with customers or not!
Sign
its value within a system of objects.
A particular pen may, while having no added
functional benefit, signify prestige relative to another
pen; a diamond ring may have no function at all, but
may suggest particular social values, such as taste
or class.
4
Build a context / value matrix - this contains experience within an e-score
model
All rights reserved Morris Pentel
All rights reserved Morris Pentel
What is the VOC/BOC business
challenge?
……………It is not in understanding voice and behaviour of the
customer and their emotions because all of us do this every day
because we live in an emotional context
IT IS ……talking with them and about them in a business setting
– which we don’t
IT IS …..learning to talk about customers emotions and feelings more
Let me tell you about our terms and conditions
Body language
Why
businesses get it
wrong
IT IS …..thinking about the actions
NOT JUST THE VOICE of the
customer
as part of business culture,
as part of CX and HR,
as part of metrics and scorecards
as a type of value
All rights reserved Morris Pentel
IF
Voice of Customer + Observation ≠
Outcome of Metric
Net Promoter Score
Customer Effort Score
CSAT
Therefore
METRIC
FAIL
Happy or not
Trustpilot
All rights reserved Morris Pentel
Net Promoter Score
Happy or not
Customer Effort Score
CSAT
Trustpilot
Therefore
METRIC
Improved
More
Than
More
Than
All rights reserved Morris Pentel
Net Promoter Score
Happy or not
Customer Effort Score
CSAT
Trustpilot
Therefore
METRIC
Improved
again!!!!!
More
Than
More
Than
All rights reserved Morris Pentel
Case Study: Using Conversation
based Emotion Analysis + Emotional
Channel Modelling.
Rapidly setting up a EQA Test point and
finding quick wins
“…….this helped so we can
create the in store
experience over the
phone”
Howdo we
change
All rights reserved Morris Pentel
Why calls? We can use any data but calls are easier to start
with as a first step. They are quick to fix cost effectively.
Having better conversations = better outcomes and you can
measure the ROI
We want to get a sense of the experience for both
customers and agents - In voice you can hear both sides of
the experiences so you can score Customer and Agent
experience together and compare them!
The quickest source for the test was agents in the voice channel
although the process is the same in all channels. We set up a sensor*
but we only used conversation tools and some basic AI. We listened
to calls using our e-score processes.
Listen to
phone calls
We listen
for a large
range of
indicators
All rights reserved Morris Pentel
We are looking at emotional exchanges like emotion affects such
as micro-expressions hesitations, at this level of detail
Slow down
We started by looking for large variations or big
scores as we observe the experience and listen to
a call, with about 100 different items on our
observational agenda
Then we focus in more details until we are able to
identify the actionable insights with the biggest
impact at the micro level
We are identifying best and worst practice so you
can start to drive improvement
All rights reserved Morris Pentel
Customer Agent
Both Sides of the conversation
In every thought you can hear the emotions
1
2
3
1
2
3
Are you solving my
problem
Do you care
How do I feel
How much effort
How much satisfaction
How can I help
I want to tell
you my
outcome
I want to tell you
my priority
Where is he
I want to say
how I feel
How do I
feel?
My wait
was not
nice
LATE LATE
Time is
passing
This is not the
beginning of this story
and you are not the
story
I can’t see
you
My Brand
relationship is
at stake
I want to feel
better
Can I trust
you?
Process related Info
such as order
numbers and
reference numbers
DPA containing 3 +
bits of info = Effort
and emotional
change
Turn Customer into co-
operator - meet
emotional need first by
meeting brand
expectation
Create new
opening
behaviour
How well do my
systems work and
how do I protect the
brand
All rights reserved Morris Pentel
We apply some AI tools to help identify
patterns in conversations
Filter AI
All rights reserved Morris Pentel
Best and Worst Training tools
Best and Worst focus is the core of
most continuous improvement
methodologies
We use it to create training tools so a
continuously improving understanding becomes
part of the daily habits of each member of staff
We help improve outcomes for both customers
and agents by designing better conversations.
Then we help you to integrate improvements
into agents daily lives and measure the
improvements.
Conversational or experience micro projects.
Always self - calibrated by your best and worst
practice and your profile therefore always
actionable
All rights reserved Morris Pentel
Emotional Fulfilment Arc
EmotionalFulfilment
Functional fulfilment High
Low
High
Pre-call
Activity
Introduction
Ending
Lesser Practice
Functionally led fulfilment supported by
emotional fulfilment
Emotionally led fulfilment supported by functional fulfilment
Better Practice
Better Practice Vector
Plotting the best and worst
Plotted
Best
Practice
Vectors
for all factors
Exchange fulfilment
Symbolic fulfilment
Sign fulfilment
All rights reserved Morris Pentel
Outcome for
Waitrose
Best Practice - Identified what best and worst
emotional experiences sounded like so they can
be used to help calibrate and improve best
practice
Actionable Insights & Improvements -
Identified some emotional effort road block and
other points in the conversation that could be
improved emotionally and provided some
tactics to test
Compared Channels - Measured emotion,
complexity of journey and effort for agents and
customers against in-store experience and
social media
Delivered
Report
All rights reserved Morris Pentel
Feedback
from both Clients
“It started to have
an impact in days
of rollout!
this helped so we can
create the in store
experience over the
phone”
sitel also said: It was a great success. Easy to understand for all the stakeholders.
The audit gave us a lot of things we could use straight away. We are so pleased we are already
looking at expanding the programme into other clients”
Waitrose also said: it provided quick reliable actionable insight
“We also found how we can help improve the way advisors
interpret customer emotion and behaviour
….and how systems, knowledge and monotony of reoccurring
issues can drive attrition, negative language in conversations and
lack of motivation to surpass customer expectations on
occasions.
…..the E-Score EST (Emotional Support Team) are helpful and friendly and when we
explained about the drive to reduce effort they quickly focused on emotions that we
could action quickly
All rights reserved Morris Pentel
Amazon
Habit Centered Momentum
Part of their design expenditure is on habit
How much is your spend?
Part of how you spend your time releasing:
good chemicals, feelings, autonomy, mastery,
and purpose, etc. as a shopping experience
All rights reserved Morris Pentel
In context an experience - not a survey!
More than 1000 data
segmentation
options from design
11m 30 sec
engagement
70% Completion
Case study – Dublin Bus
Working with WIZU.COM
All rights reserved Morris Pentel
VOC BOC (Behaviour
of Customer)
The most powerful
enriched input to
business strategy
Is a core part of the
Customer Experience
not a separate activity
Actions are part of
communications so
treat of all of your
customer behaviour in
the same way you
analyse the VOC
Collect it and use it
NOW to change this
experience
All rights reserved Morris Pentel
What can we do tomorrow?
1. Find a better way to talk to and about your customers
2. Ask questions as you go through the call - not post call
surveys
3. Listen for emotional baggage and carry it for the customer
1. Use best practice loop to improve behaviour
2. Explain the processes as you go if appropriate (unless the
customer has been through the process before)
3. Ask yourself if the customer was more or less angry at the end of
the call?
4. Get out of the way of your customers and staff and they
will build you a better business
5. Be careful of faster horses
All rights reserved Morris Pentel
Morris Pentel
Thanks
info@cxfo.org

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Show some emotion Course Opening Lecture

  • 1. All rights reserved Morris Pentel Show Some Emotion By Morris Pentel If you are training in Athens or waiting to join in January you must review these slides
  • 2. All rights reserved Morris Pentel Goal get out of the way of your staff and customers because they want to build you a better business Everything you are about to see is real science
  • 3. All rights reserved Morris Pentel Howwe think, talk and act Howwe understand context Why businesses get it wrong Howdo we change
  • 4. All rights reserved Morris Pentel On a scale of 1 – 10…….. Think of 10 things in your life that are a perfect 10 How we think, talk and act
  • 5. All rights reserved Morris Pentel E-score Think about 10 things in your life that are ok or a little or a lot! OK Care Very very very More than Don’t Ok Centred Metric 1 - 10 Based
  • 6. All rights reserved Morris Pentel OKmeans the same to everyone even though they lead completely different lives in completely different situations. Even though it seems that OK in a prison camp does not mean the same as OK to a lottery winner…..it actually is. Not the circumstances but the feeling because the feeling is “within context”.
  • 7. All rights reserved Morris Pentel OK– floats mathematically according to the situation because OK is really “OK Given the circumstances” and that equals CONTEXT. So does “too much” A little, A lot, Very THEY ALL FLOAT It has a hard and certain common definition which is “neutral - given the circumstances”. OK centred is therefore mathematically more reliable than 1 – 10. You do not need to understand Quantum Maths – just how to float Heisenberg by Artokingo
  • 8. All rights reserved Morris Pentel Sometimes….the digital experience is less than perfect more like a broken road and then the bot <app <website <agent helps the customer across the bridge across the pot holes at the phygital* interface This requires a different skill set and escalation approach to conversation to help a customer get through this experience in the most emotionally efficient way! *Phygital is where digital and the real world meet and sometimes………………..
  • 9. All rights reserved Morris Pentel Howwe understand context
  • 10. All rights reserved Morris Pentel Escalation 2020 AI/Decisioning Channels =AGENT/BOT/IVR/WEBSITE/ CHAT/VOICE/APP/SOCIAL…
  • 11. All rights reserved Morris Pentel Terrible wonderful I’m in love I really hate them Fine Awful Fantastic You will not believe it Fit as a fiddle Unbelievable Unbelievable Impossible Impossible Worse than averageBetter than average A bit down good You will not believe it We instinctively understand this model of verbal answers We can describe feelings with words on an emotional scale – its implied in behaviour chill cool happy Impossible Sick Sick How do you feel about? Emotion-Score Verbatim Calibration Wall OK
  • 12. All rights reserved Morris Pentel Terrible wunderbar muy bien Realmente los odio ‫ﺣ‬‫ﺳ‬‫ﻧ‬‫ﺎ‬ AwfulYou will not believe it Fit as a fiddle Unbelievable ထက်ပိ&'ပီး Impossible Lehetetlen pas bonpas mal Un peu triste excité C'est fou We instinctively understand this model of verbal answers We can describe feelings with words on an emotional scale – its implied in behaviour ‫ر‬‫ا‬‫ﺋ‬‫ﻊ‬ cool 행복hihetetlen Syk kul Any standard language OK 불행한 ‫ر‬‫ھ‬‫ﯾ‬‫ب‬ ထက်ပိ&'ပီး Realmente los amo Εντάξει
  • 13. All rights reserved Morris Pentel • Create Context Model • Open Source • • On Line • No sign up Context
  • 14. All rights reserved Morris Pentel Core Functional its instrumental purpose (use value). A torch , for instance, lights; a knife cuts. 1 Exchange its economic value. One carving knife may be worth three fish knives; and one torch maybe worth 500 matches or one sheep etc. Both are different exchange values. 2 Symbolic a value that a subject assigns to an object in relation to another subject (i.e., between a giver and receiver). A pen might symbolize a student's school graduation gift or a commencement speaker's gift; or a diamond may be a symbol of publicly declared marital love. 3 Any value proposition is always made up of elements in different %’s This is how you create your own template Core Values are ones that you share with customers or not! Sign its value within a system of objects. A particular pen may, while having no added functional benefit, signify prestige relative to another pen; a diamond ring may have no function at all, but may suggest particular social values, such as taste or class. 4 Build a context / value matrix - this contains experience within an e-score model
  • 15. All rights reserved Morris Pentel
  • 16. All rights reserved Morris Pentel What is the VOC/BOC business challenge? ……………It is not in understanding voice and behaviour of the customer and their emotions because all of us do this every day because we live in an emotional context IT IS ……talking with them and about them in a business setting – which we don’t IT IS …..learning to talk about customers emotions and feelings more Let me tell you about our terms and conditions Body language Why businesses get it wrong IT IS …..thinking about the actions NOT JUST THE VOICE of the customer as part of business culture, as part of CX and HR, as part of metrics and scorecards as a type of value
  • 17. All rights reserved Morris Pentel IF Voice of Customer + Observation ≠ Outcome of Metric Net Promoter Score Customer Effort Score CSAT Therefore METRIC FAIL Happy or not Trustpilot
  • 18. All rights reserved Morris Pentel Net Promoter Score Happy or not Customer Effort Score CSAT Trustpilot Therefore METRIC Improved More Than More Than
  • 19. All rights reserved Morris Pentel Net Promoter Score Happy or not Customer Effort Score CSAT Trustpilot Therefore METRIC Improved again!!!!! More Than More Than
  • 20. All rights reserved Morris Pentel Case Study: Using Conversation based Emotion Analysis + Emotional Channel Modelling. Rapidly setting up a EQA Test point and finding quick wins “…….this helped so we can create the in store experience over the phone” Howdo we change
  • 21. All rights reserved Morris Pentel Why calls? We can use any data but calls are easier to start with as a first step. They are quick to fix cost effectively. Having better conversations = better outcomes and you can measure the ROI We want to get a sense of the experience for both customers and agents - In voice you can hear both sides of the experiences so you can score Customer and Agent experience together and compare them! The quickest source for the test was agents in the voice channel although the process is the same in all channels. We set up a sensor* but we only used conversation tools and some basic AI. We listened to calls using our e-score processes. Listen to phone calls We listen for a large range of indicators
  • 22. All rights reserved Morris Pentel We are looking at emotional exchanges like emotion affects such as micro-expressions hesitations, at this level of detail Slow down We started by looking for large variations or big scores as we observe the experience and listen to a call, with about 100 different items on our observational agenda Then we focus in more details until we are able to identify the actionable insights with the biggest impact at the micro level We are identifying best and worst practice so you can start to drive improvement
  • 23. All rights reserved Morris Pentel Customer Agent Both Sides of the conversation In every thought you can hear the emotions 1 2 3 1 2 3 Are you solving my problem Do you care How do I feel How much effort How much satisfaction How can I help I want to tell you my outcome I want to tell you my priority Where is he I want to say how I feel How do I feel? My wait was not nice LATE LATE Time is passing This is not the beginning of this story and you are not the story I can’t see you My Brand relationship is at stake I want to feel better Can I trust you? Process related Info such as order numbers and reference numbers DPA containing 3 + bits of info = Effort and emotional change Turn Customer into co- operator - meet emotional need first by meeting brand expectation Create new opening behaviour How well do my systems work and how do I protect the brand
  • 24. All rights reserved Morris Pentel We apply some AI tools to help identify patterns in conversations Filter AI
  • 25. All rights reserved Morris Pentel Best and Worst Training tools Best and Worst focus is the core of most continuous improvement methodologies We use it to create training tools so a continuously improving understanding becomes part of the daily habits of each member of staff We help improve outcomes for both customers and agents by designing better conversations. Then we help you to integrate improvements into agents daily lives and measure the improvements. Conversational or experience micro projects. Always self - calibrated by your best and worst practice and your profile therefore always actionable
  • 26. All rights reserved Morris Pentel Emotional Fulfilment Arc EmotionalFulfilment Functional fulfilment High Low High Pre-call Activity Introduction Ending Lesser Practice Functionally led fulfilment supported by emotional fulfilment Emotionally led fulfilment supported by functional fulfilment Better Practice Better Practice Vector Plotting the best and worst Plotted Best Practice Vectors for all factors Exchange fulfilment Symbolic fulfilment Sign fulfilment
  • 27. All rights reserved Morris Pentel Outcome for Waitrose Best Practice - Identified what best and worst emotional experiences sounded like so they can be used to help calibrate and improve best practice Actionable Insights & Improvements - Identified some emotional effort road block and other points in the conversation that could be improved emotionally and provided some tactics to test Compared Channels - Measured emotion, complexity of journey and effort for agents and customers against in-store experience and social media Delivered Report
  • 28. All rights reserved Morris Pentel Feedback from both Clients “It started to have an impact in days of rollout! this helped so we can create the in store experience over the phone” sitel also said: It was a great success. Easy to understand for all the stakeholders. The audit gave us a lot of things we could use straight away. We are so pleased we are already looking at expanding the programme into other clients” Waitrose also said: it provided quick reliable actionable insight “We also found how we can help improve the way advisors interpret customer emotion and behaviour ….and how systems, knowledge and monotony of reoccurring issues can drive attrition, negative language in conversations and lack of motivation to surpass customer expectations on occasions. …..the E-Score EST (Emotional Support Team) are helpful and friendly and when we explained about the drive to reduce effort they quickly focused on emotions that we could action quickly
  • 29. All rights reserved Morris Pentel Amazon Habit Centered Momentum Part of their design expenditure is on habit How much is your spend? Part of how you spend your time releasing: good chemicals, feelings, autonomy, mastery, and purpose, etc. as a shopping experience
  • 30. All rights reserved Morris Pentel In context an experience - not a survey! More than 1000 data segmentation options from design 11m 30 sec engagement 70% Completion Case study – Dublin Bus Working with WIZU.COM
  • 31. All rights reserved Morris Pentel VOC BOC (Behaviour of Customer) The most powerful enriched input to business strategy Is a core part of the Customer Experience not a separate activity Actions are part of communications so treat of all of your customer behaviour in the same way you analyse the VOC Collect it and use it NOW to change this experience
  • 32. All rights reserved Morris Pentel What can we do tomorrow? 1. Find a better way to talk to and about your customers 2. Ask questions as you go through the call - not post call surveys 3. Listen for emotional baggage and carry it for the customer 1. Use best practice loop to improve behaviour 2. Explain the processes as you go if appropriate (unless the customer has been through the process before) 3. Ask yourself if the customer was more or less angry at the end of the call? 4. Get out of the way of your customers and staff and they will build you a better business 5. Be careful of faster horses
  • 33. All rights reserved Morris Pentel Morris Pentel Thanks info@cxfo.org