Onboarding – How Do You Welcome Your New Customers?

Person writing welcome on a brown paper

Usually I end my posts with a quote to provoke further exploration of these Customer-Centric concepts. Today I am starting with one because I believe your Customer Experience map should be considered your key strategy to elevate you above your competition. Onboarding is a critical element of this strategy.

“A strategy is, at its core, a guide to behavior. A good strategy drives actions that differentiate the company and produce financial success.” Chip Heath and Dan Heath, Authors of Make it Stick.

Getting customers is hard enough. Keeping them is the greatest challenge of all. A special Onboarding experience should be a key element of your overall Customer Experience strategy. Let’s talk specifically about how you welcome your new customers.

A special Onboarding experience takes advantage of Buyer’s euphoria. Making purchase decisions can be tough. There is a sense of relief when the decision is made. This is the time to seize the moment, as soon as the contract is signed or a new customer is registered. Shower your new relationships with love and attention. Reinforce to your new customer that they made the right decision to do business with your company.

Critical components of Onboarding:

Outreach: In general, your customers should feel appreciated. How do you currently say “Welcome, Thank-You-for-your-Business”? Email, cards in the mail or a phone message demonstrates how much you appreciate them.

Set Expectations: I also list this as a Customer Service Basic in a previous post. If your business entails some kind of implementation or project rollout, your welcome letter should include a general guideline of the process and timeline.

Introductions: Depending on your business, you should provide some key points of contact for your new customers. Ensure they have the 800# and the email address. Ensure the end users of your products/services know how to get in touch in the event of problems.

Getting Started: A quick start guide, product/service documentation and online training sessions are all modes of helping your new customers get started, while they are still excited about the new purchase.

Checking In: Do you have a process for ensuring you check-in with your new customers? Do you have a way to ensure your customers are using your new product or service? One of the top metrics I listed in an earlier post is Utilization. If there isn’t rampant use within the first 3 months your new relationship may be at risk.

Ask so they will tell: How are we doing? Finally, if you don’t ask you are not likely to know why this new relationship may be failing. A key element to your overall experience is that you keep asking.

Bringing on new customers and keeping them are your biggest challenges. Give your customers a reason to say “this is the start of a beautiful relationship.” Ultimately you are striving to build long term customer loyalty.

Share what is unique about your Onboarding process.

Look Out, It’s The Media! Run! Basic Mistakes/Assumptions People Make 1.0

Woman talking to the media

In my PR career, I’ve heard some unbelievable things people have said about “The Media.” Things that made “The Media” out to be some kind of monolithic machine, the political equivalent of the Teabagger viewpoint about “The Government” (as if “The Government” were one entity. Seriously, are they mad at the Department of Agriculture, or The Business Transformation Office over at the Department of Defense?!)

Still, the big bad “Media” is there to report news and if you have bad news, it generally will be reported in some fashion. There are ways, however, to diffuse the fear or anxiety of dealing with “The Media.” Some of these true examples hopefully underscore my point:

1) “Are they going to look for skeletons?” asked one worried small business owner who was going to be profiled. If the business desk is assigning an Investigative Reporter to your story, yes. However General Assignment reporters are not there to dig up the dirt and look for bones, they simply want your story. They don’t have another agenda. Having a good media kit and key messages in place to hand off to someone in the media puts up guardrails to help focus your business or issues on what’s important and positive.

2) “Can I review the story before it’s written?” Hardly ever, although sometimes the rare reporter who gets really want to get it right, or is challenged by a complex issue about something your company does, or something you did, will let you review for accuracy but not content changes. That’s why media training in advance of interviews with “The Media” to stay on message is a good thing to do.

3) “I have an event on Friday night that I would love to get some coverage of before that, can it happen?” asked someone once in a cold call two days before the event. Unless you’ve got the president of the US or Leonardo DiCaprio at your shindig — or have truly invented a whizbang device that no one has ever seen before — chances are almost nil.

Even with a news cycle that turns over 10 times a day or more on the internet, sufficient lead times are important to adhere to. Give yourself — or your PR person a few weeks in advance of when you want your story “out there” to contact the right person in “The Media” (Note: Magazines are often working 4-6 months ahead of real time.) Breaking News is one thing that gets instant coverage, but that is usually a tragedy of some sort unfolding or a national or international incident (although these days, a celebrity marriage break up or drug bust, or even a car chase in Oklahoma, unfortunately qualify). Investor Relations is a whole other universe, and we won’t go there today.

4) “The Media” will make my company famous. Well, it could. Overall, a few stories well placed will increase your visibility, hopefully help drive sales and/or achieve some of the objectives you set forth once you engaged a PR company or put your PR strategy into motion.

But let’s be realistic. Most overnight success stories I know of took 10 years of hard work. PR — as a wise friend once described it — is like drip irrigation in the desert: Droplets of water falling on the plant eventually produce a bloom, and if you’re lucky, fruit.

5) “Can I get the photo/video/radio interview The Media?” Generally no. It becomes the intellectual property of the paper, television or radio station. You can get back copies or links of the paper you need for a price. And there are services to obtain DVD copies or links to something that ran on TV, or a radio interview. Usually all such copies come with legal guidelines about how the material may or may not be used. Always have your own photos on hand (sometimes “The Media” will request it — and maybe even your own b-roll — footage that tells your story in images as background, if appropriate).

Remember, dealing with “The Media” is like dealing with other human beings. Sure, people working in the profession hold a power to magnify what you do. But the last time I checked, those doing it were like you and me, 90% water.

May Day! May Day! Attack of the Killer PR Themes

May calender

What do the month of May, the 50th anniversary of the Pill and a pending big bill for rental tuxedos and pretty dresses have in common?

If you guessed the Prom, you’re about half right — and, some would say, maybe a little morally jaded. But if you have a news announcement that can somehow be pegged to the season, or an event in history like The Pill after five decades, you have got a solid news hook to exploit. Maybe you have a similar birth control issue, or a clinic or hospital that does reproductive research of some kind. Maybe you work with an organization or individual that is against the Pill and has published something, or lectured about it.

In any event, the media loves to hang stories on anniversary dates, seasonal occasions and headline trends. The coming month of May is traditionally a big month for weddings. Got a new type of wedding gift or gadget, or maybe you’ve reinvented the perfect wedding ceremony? This is a good month to go to your local media, or if it’s a really hot story, national newspapers and broadcast. The big national magazines that cover this stuff will have already done their wedding and wedding-related stories a few months ago so that these magazines are on newsstands right at the end of April, staring out at you like forlorn single people in search of the perfect mate. But you could see if any of their writers are blogging.

Find your killer PR theme in the procession of seasons and in traditional month-based occasions like The Prom, weddings, and, of course, Mother’s Day. Your chances of coverage will improve greatly. Which reminds me, the bill for my kids’ rental of tuxes and dresses are due about the same time as Mother’s Day, since they’re all in our former babysitter’s big fat wedding. It’s the price one has to pay for the ties that bind.

Thought Leaders Then and Now – Ogilvy on Direct Response Marketing

Is Direct Response Marketing still a powerful concept in the digital age?

David Ogilvy, a Thought Leader in the advertising industry for over 50 years, established a leading worldwide agency on the power of creative branding. He declared Direct Response Marketing his “love” and “secret weapon”.

So, the answer is a resounding “YES!” In fact, the Ogilvy agency establish a division, Neo@Ogilvy, based on new media tools that support the company’s brand marketing strengths. And the basis of successful online marketing tactics? DIRECT RESPONSE!

According to Neo@Ogilvy: The future of marketing is digital.

“At the start of the 21st century, marketing faces a critical challenge. Digital marketing is taking over around the world. People are spending more and more time with digital media – they are easier to reach, but harder to find. But it is more than just increasingly fragmented media consumption that requires new marketing concepts. Marketing in the digital world is also a race for the most current information, the best technology, and the fastest implementation.”

Neo@Ogilvy, a fully integrated division of OgilvyOne Worldwide, provides its clients with comprehensive marketing services for the digital age. They develop marketing concepts that cover the entire customer journey – from the initial advertising contact to activating websites to newsletters and CRM. They create measurable success and maximum added value for customers.

Neo@Ogilvy claims their competitive advantage in these terms:

  • intelligent media strategies
  • innovative technologies, and
  • creative ideas

Further, Neo@Ogilvy’s David Rittenhouse emphasizes that brands must be careful that the messages they post to the internet add to the value of the message and brand, not just create impressions! That is a waste of precious time and money – and could actually hurt the brand. Direct response is the ultimate success.

For more information on David’s thoughts on new media marketing and branding, see the videos posted by Lisa Chapman at iBrandMasters.

Ogilvy remains one of the most famous names in advertising and one of the handful of thinkers (Raymond Rubicam, Leo Burnett, William Bernbach, Ted Bates) who shaped the business after the 1920s.

In subsequent posts, I will explore these other Thought Leaders and their core value-add principles.

For more social media “Marketing” tips and tactics, search these phrases:

  • Direct response marketing
  • Direct response technologies
  • Ogilvy on direct reponse

Happy “Marketing” hunting!

What traditional Marketing concepts, and their relevancy to new media, are you interested in exploring?

——————

For more resources, see our Library topics Marketing and Social Networking.

. . ________ . .

With offices in Nashville Tennessee, but working virtually with international clients, Lisa M. Chapman serves her clients as a business coach, business planning consultant and social media consultant. As a Founder of iBrand Masters, a social media consulting firm, Lisa Chapman assists clients in establishing and enhancing their online brand, attracting their target market, engaging in meaningful social media conversations, and converting online traffic into revenues. Email Lisa @ LisaChapman.com

Free Management Library and iBrand Masters Tweets 2010-04-25

Young adult in a library office
  • Coaching Blog: What are You Tolerating? http://bit.ly/aPXSWk #
  • Training Blog: Tools for your Training/HPT toolbox http://bit.ly/aFWR3o #
  • Business Planning Blog: What Makes a Business Plan a Business Plan? http://bit.ly/9RQcPh #
  • Customer Service: Mapping your Customer Experience Strategy http://bit.ly/9SXUoh #
  • Boards Blog: Is a “Working Board” an Immature Board? http://bit.ly/8YOdMf #
  • Consulting Blog: What’s a “Mature” Organization? https://staging.management.org/blogs/consulting-skills/2010/04/23/whats-a-mature-organization/ #
  • Public Relations Blog: Awards R Us https://staging.management.org/blogs/public-relations/2010/04/23/awards-r-us/ #
  • What’s the value of entering and winning award contests as a PR tool? Find out at “Awards R Us” #
  • Leadership: The Hope Theory of Leadership https://staging.management.org/blogs/leadership/2010/04/23/the-hope-theory-of-leadership/ #
  • Fundraising Blog: Fundraising: Leadership vs. Management http://bit.ly/aZv1Jw #
  • Human Resources: Overcoming the Myth of the Paper Trail #1 http://bit.ly/9cmtot #
  • Nonprofit Blog: When Good Words Go Bad https://staging.management.org/blogs/nonprofit-capacity-building/2010/04/22/when-good-words-go-bad/ #
  • Spirituality Blog: How to Describe Spirit in the Workplace – Another Perspective. http://bit.ly/cTUkZA #
  • Social Enterprise: Running On Empty https://staging.management.org/blogs/social-enterprise/2010/04/22/running-on-empty/ #
  • How to Start Strategic Planning: Do a Plan for a Plan – Part 5 of 5 http://goo.gl/fb/r2pLl #
  • Strategic Planning Blog: How to Start Strategic Planning: Do a Plan for a Plan – Part 5 of 5 http://bit.ly/94EnRH #
  • Team Performance Blog: Do teams work? https://staging.management.org/blogs/team-performance/2010/04/22/do-teams-work/ #
  • Customer Service: Customer Experience – Is it in your Company Kool Aid? http://bit.ly/bNtTWv #
  • Leadership: Leadership Theories https://staging.management.org/blogs/leadership/2010/04/21/leadership-theories/ #
  • Public Relations Blog: To Wire or Not To Wire https://staging.management.org/blogs/public-relations/2010/04/20/to-wire-or-not-to-wire/ #
  • Training Blog: Training problem or HPI problem? http://bit.ly/9A3lvA #
  • Nonprofit Blog: What is a “Nonprofit” Topic? http://bit.ly/crI1D3 #
  • Business Planning Blog: All Your Need is …. Luck https://staging.management.org/blogs/business-planning/2010/04/20/all-your-need-is-luck/ #
  • Crisis Management Blog: Media Training – A PR & Legal Perspective http://bit.ly/c5upJz #
  • Fundraising Blog: Who Should You Hire to be Your Director of Development?? http://bit.ly/d02C4M #
  • Fundraising Blog: Who Should You Hire to be Your Director of Development?? http://bit.ly/92GzK9 #
  • Ten Things to Ask Yourself http://goo.gl/fb/XDaSk #
  • Human Resources: Ten Things to Ask Yourself https://staging.management.org/blogs/human-resources/2010/04/19/ten-things-to-ask-yourself/ #
  • What Should Be Primary Goals of Consultants? http://goo.gl/fb/l8PCr #
  • Consulting Blog: What Should Be Primary Goals of Consultants? http://bit.ly/dBzqS1 #
  • Consulting Blog: What Should Be Primary Goals of Consultants? http://bit.ly/bKVbtd #
  • Board of Directors: Should You Try Get “Big Names” and “Big Pockets” on Boards? http://goo.gl/fb/qWi4y #
  • Boards Blog: Should You Try Get “Big Names” and “Big Pockets” on Boards? http://bit.ly/bu271K #
  • Boards Blog: Should You Try Get “Big Names” and “Big Pockets” on Boards? http://bit.ly/b45XqA #
  • Toyota Ethics: Questions to get to Answers http://goo.gl/fb/XWdaM #
  • Business Ethics Blog: Toyota Ethics: Questions to get to Answers http://bit.ly/dv5Rnx #
  • Business Ethics Blog: Toyota Ethics: Questions to get to Answers http://bit.ly/aNq6Jd #
  • 10 Tips for Hiring a Coach http://goo.gl/fb/8MKtj #
  • Coaching Blog: 10 Tips for Hiring a Coach https://staging.management.org/blogs/search/2010/04/18/10-tips-for-hiring-a-coach/ #
  • Coaching Blog: 10 Tips for Hiring a Coach http://bit.ly/9AfSzS #

Thought Leaders Then and Now – Ogilvy on Advertising

I’ve been asked to write about Thought Leaders in Marketing and Advertising. What are the cornerstone philosophies of the industry’s top executives?

This idea intrigued me, as we have much to learn from successful men and women with long careers, packed with hard-earned wisdom.

While discussing it with my partner and trusted advisor, Steven Gladstone, Esq., he suggested a twist that cinched it for me. He asked, “Why don’t you explore their core philosophies in the context of the new media paradigm? Are the concepts and practices that made them successful then, still dynamic in this explosive world of social media?

I loved his idea, and I hope that you will enjoy exploring it with me.

David Ogilvy on Advertising

At the top of the list is David Ogilvy, Founder of the New York-based ad agency Hewitt, Ogilvy, Benson & Mather, which eventually became Ogilvy & Mather Worldwide.

Into his late 30’s, Ogilvy had never written an advertisement in his life. In fact:

  • He had dropped out of college.
  • He was unemployed.
  • He had been a cook, a salesman, and a farmer.
  • He knew nothing about marketing … and had never written any copy!

He professed to be interested in advertising as a career (at the age of 38!) and was ready to go to work for $5,000 a year. A London agency hired him.

A mere three years later, he became the most famous copywriter in the world; and in due course built the tenth biggest agency in the world.

Ogilvy considered Direct Response his “first love” and “secret weapon”.

I do not regard advertising as entertainment or an art form, but as a medium of information.”David Ogilvy

This is ABSOLUTELY spot-on in the new world of social media! In my next post, I’ll explore Ogilvy’s first love, Direct Response, and its creative use in social media. For more insider tips, see this list of “Marketing” quotes by David Ogilvy.

For more social media “Marketing” tips and tactics, search these phrases:

  • Direct Response Marketing
  • David Ogilvy
  • Direct Response Copywriting

Happy “Marketing” hunting!

Which Marketing Thought Leaders do you want to read about?

——————

For more resources, see our Library topics Marketing and Social Networking.

. . ________ . .With offices in Nashville Tennessee, but working virtually with international clients, Lisa M. Chapman serves her clients as a business coach, business planning consultant and social media consultant. As a Founder of iBrand Masters, a social media consulting firm, Lisa Chapman assists clients in establishing and enhancing their online brand, attracting their target market, engaging in meaningful social media conversations, and converting online traffic into revenues. Email Lisa @ LisaChapman.com

Mapping your Customer Experience Strategy

Customer-experience-creative-collage

Who Owns the Customer Experience in your Organization?

Answer: Everyone Should.

Who drives the Customer Experience strategy?

Answer: The Leader who is responsible for providing customer service.

The executive team should be 100% supportive and enabling of the necessary collaboration to establish an effective Customer Experience strategy that is the best in Delivering Service Value.

The foundation for delivering outstanding service requires your touch teams to:

  1. Know your Customer.
  2. Understand how they use your products or services.
  3. Ensure this information is shared with all of your customer touch teams.

Don’t have a CRM tool? No worries, the Sales team or customer service teams gather this information during the sales process from customer experience management. Good ol’ fashioned text documents or customer profile forms will work just fine. Don’t let the lack of fancy tools prevent you from this most critical step of understanding your customer feedback to get your customer satisfaction and customer loyalty.

Create a Customer Experience Map.

Build your strategy by understanding what is happening today. Start by mapping out all customer journey touch-points, customer feedback data, and by whom. Be sure to delineate the type of outreach: email, phone, and face-to-face. Depending on the size of your organization, this is likely to be a collaborative effort with your sales, marketing, service, and fulfillment customer support team to customer journeys. Don’t think you can effect real change without the participation of these other customer success team.

After you have your map of touch points by whom and by type, fill in the expected timeline. For example, if you send a Welcome letter then be sure you have designated the timeline of when this letter is sent. Is it with the first order? Is it as soon as the opportunity has been converted to a successful customer experience strategy with a signed contract?

Example: Welcome Letter -Email – Marketing- Upon Signing of Contract

If implementation and/or training are a part of your customer expectations rollout to get a customer satisfaction score, then be sure to include general touchpoints and timelines.

This map is the start of your Customer Experience strategy. Once you map what you have, then add what should be included. From there, drill down into each touch-point to specify what, whom, how, and when. Final Step: communicate, communicate, and communicate.

Employers only handle the money. It is the customer who pays the wages. …Henry Ford

The ultimate goal for your business is to figure out how to create an exceptional experience and establish it as the standard.

Coming next…Customer Onboarding. What is your current process? What makes it exceptional?

Awards R Us

Golden Statuette and Stars on Yellow Background

There are awards for everything and you don’t have too look far to find them. Why just this week there were four award-related pieces of business on Media Savant’s radar. The first was a Media Alert drafted for the news about Token Media (http://www.token.com/shortfilms) and its film-making crew (that extends into the greater Twin Cities community) winning the national 48-Hour short film festival and having another film place first runner-up in the world (out of 3,000 entries). The second was a request from some ad agency pals at Morsekode (www.Moresekode.com) wanting their peeps to vote for them in the annual Webby Awards (come, on, help ‘em out by clicking on Healthcare Lane at: http://webby.aol.com/services/insurance !)

The third was drafting an award announcement for Creative Water Solutions, the coolest natural, greenest water conditioning/treatment company in the world (www.cwsnaturally.com). It recently won two awards for its game-changing use of sphagnum moss to dramatically reduce chemicals loads, maintenance times, and damage to pool and spa equipments and the irritating side effects to pool and spa users like burning eyes, dry scalp and hair, etc.

The fourth was by way of subscribed information from the brilliant and practical minds at Iconoculture (www.iconoculture.com), which sent this notice out along with other newsy, cultural trends and insights:

The AmeriStar competition is billed as the Oscars of the packaging industry by the Institute of Packaging Professionals, the nonprofit org that sponsors the contest. The clothes, hairstyles and gossip aren’t quite as over the top as a Hollywood affair, but the emotions displayed are authentic and the camaraderie among the guests can be inspiring.

The winners — people with titles like packaging engineer, graphic designer and R&D director — finally get recognized for all their hard work.

Should clients seek awards as a way of raising their visibility? It depends on how you leverage them. The entry process can be time-consuming for your PR person and you. Unless you have won a prestigious-plus award like The Malcolm Baldrige National Quality Award, or a similar one, you probably won’t get a feature news story out of it but rather a few sentences in local media publications. So why do it?

A true client experience says it all. A few years ago, the founder and CEO of a leading remodeling company/client that had won literally 30 or 40 awards for its work, warily asked in a meeting if we should enter the XYZ awards again.

“Gee, we’ve won it so often I wonder if it even matters any more,” he sighed.

“How do you customers feel about awards? I asked.

“They like them, they like to see us win them even more.” And there was his answer.

Awards are often critical for building your credibility within your industry and in the public at large, and occasionally you also will get media exposure for it. Now… here are the forms for the next one, due in about three days. Better get crackin’ .

Customer Experience – Is it in your Company Kool Aid?

Hand thumbs up gesture

Customer Service is just one piece of the entire Customer Experience. When was the last time you or someone in your organization became a ‘new’ customer of yours? The Customer Experience starts before the contract is signed and lasts throughout your relationship and with every department that customer may interface.

Like walking into your living room with a new set of discriminating eyes, I’ll bet you’d find something that just isn’t right. Similarly, by stepping through your customer experience with an outsider’s point of view you will find opportunities to improve the experience for your new customers’ experience.

All this talk about customer experience these days is not new at all. Mystery shoppers were created with this concept in mind. Here is a short list of companies who are known for creating an outstanding customer experience: Hilton Hotels, Apple, Nordstrom, Amazon.com, Zappos.com. These companies make their customers feel special regardless of whether it is a new transaction or an interface with a different department in the organization.

It’s all in the kool aid. The employee base at these companies know how important their customers are. It is part of the company culture….from the top down. Customer Experience is THE Differentiator for these leading and quite successful companies.

The ability—or inability—for a company to serve its customers in a way that is consistent with meeting or beating their expectations will prove to be the ultimate differentiator that separates the corporate winners from the losers in the near future. Joseph Jaffe

Mull over this quote and next time we’ll discuss strategies for creating a differentiating Customer Experience.

To Wire or Not To Wire

“Should this news release go on the wire?”

Clients ask this often. The answer is not a simple yes or no. Major corporations routinely put their news releases on a couple of leading news wire services like PR Newswire or BusinessWire that are allegedly picked up by media everywhere, or those specified in the order. Smaller companies with limited expense budgets usually do it when they truly have “national” news to announce.

Wire services offer several different payment/distribution packages and charge by a word count formula: So much for the first 400 words and so much for the next 100 words and so much for the next 100 words — and if you used too many comma’s another 25-cents (kidding there…). It does get spendy real quick. And if you want to maximize online presence and enhance search engine optimization features you can add another couple Franklins to your order and get into all the searchable data bases.

But with the deep recession of the past two years, even big companies have been less predisposed to spend on wire services — unless they are publically held. Then they usually utilize the dedicated investor wire offered by the aforementioned companies, which target all the leading financial media so their client’s stock will hopefully get an uptick with the alleged good news to report.

In the past few years, more people have turned to PRWEB, an online distribution channel with different price tiers but much lower $ generally. And just in the last year, I’ve been personally solicited to try new services such as MyMediaInfo, some specialty distribution service to doctors, dentists and the music industry. Honestly, I haven’t tried them all. I have used PRWeb for my smaller clients and a couple larger ones. But frankly, while the release shows up on Yahoo and on TV and other web sites all over the place, I have never in six years gotten one call from a journalist wanting to chase down the stories — and they were all good stories…. 😉

Not one.

What I like about PRWeb is that your news release is perpetually orbiting in cyberspace and search engines like Google will find it if people or journalists and producers — who are also people — are looking for information on a specific topic. A good publicist, however, will have developed a strong local, regional, national and trade list for you that targets editors and reporters who specifically cover what you do. That’s your primo list to play to first. Or should be.

If you want to reach out of that realm and try to capture more eyeballs, put your news on the wire. See what you get. Experiment. There’s no clear answer about whether to use the wire or not to use it. Like most things in the business world and your personal life these days, weigh the cost and see what you can afford. Or wire me the money and I’ll take care of it for you.