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Index
Introduction
About This Book
Foolish Assumptions Icons Used in This Book Beyond the Book Where to Go from Here
Part I: What Is Customer Experience?
Chapter 1: Basic Training: Customer Experience Basics
Eight Steps to Creating a Great Customer Experience Program
Step 1: Developing and deploying your customer experience intent statement Step 2: Building touchpoint maps Step 3: Redesigning touchpoints Step 4: Creating a dialogue with your customers Step 5: Building customer experience knowledge in the workforce Step 6: Recognizing and rewarding customer experience done well Step 7: Executing an integrated internal communications plan Step 8: Building a customer experience dashboard
Little Things Matter More Than You Think Avoiding the “Low-Hanging Fruit” Approach Defining Who Owns the Customer Experience The Ultimate Competitive Advantage
Chapter 2: Dollars and Sense: The Financial Impact of Customer Experience
Follow the Arrows! The Business Logic Path Heavens to Bestie: Making the CFO Your BFF A High-Level View of the Benefits of Excellent Customer Experience Metric System: Key Customer Metrics Analyze This: Using Correlation Analysis Sheer Perfection: Using Customer Experience to Mold the “Perfect Customer” That’ll Cost You: The High Price of Poor Customer Experience
Chapter 3: Identifying Customer Experience Killers
Three Universal Actions That Kill Customer Experience
The know-nothing ninja The shuffling assassin The ownership killer
Battling an Inside-Out Perspective “They’re All Crooks!” Overcoming Negative Perceptions of Your Industry Adapting to Changing Consumer Expectations
Eleven key customer expectations Comparing experience and expectations across industries
Chapter 4: Is There a Doctor in the House? Diagnosing Your Customer Experience Ailments
Strike Three: The Three Main Reasons Good Customer Relationships Go Bad Avoiding Behaviors that Send Customers Running
Being rude Having negative phone manners Ignoring complaints and inquiries Failing to listen Shuffling customers
Why Ask Why? Diagnosing Customer Service Problems with the Five Whys You Say Tomato, I Say Pareto: Using Pareto Analysis Self-Diagnosing Your Company’s Customer Experience Problems
Questions about personnel Questions about processes and technology Questions about customers Questions about financials
Part II: Creating Awesome Customer Experience
Chapter 5: The Anger Games: Dealing with an Angry Customer
Avoiding Angry Customers from the Get-Go A Tale of Three Airlines
Ramping up Lightening up Calming down
Planning for Effective Resolution Taking the RESOLVED Approach
Respond to the person who is upset Empathize and apologize Seek to solve the problem Open your mind to the customer’s proposed solution Listen intently Verify the solution Execute the solution Document the problem
Handling an Escalated Confrontation
Step 1: Let go of your ego Step 2: Decide to defuse Step 3: Understand the problem Step 4: Allow time for venting Step 5: Get to common ground
Realizing that the Customer Isn’t Always Right
Chapter 6: Good Intentions: Identifying Your Customer Experience Intent
For All Intents and Purposes: The Power of Intent Teaming Up: Assembling Your Customer Intent Team I Declare! Developing Your Customer Experience Intent Statement Checking Out Some Customer Experience Intent Statement Examples
Retail Education Financial services Manufacturing Hospitality Regulated utility
Aligning the Customer Experience with Branding Dissents and Sensibility: Overcoming Dissenters
Chapter 7: Channeling Your Inner Magellan: Mapping Your Customer’s Journey
What Is Journey Mapping? There’s a Map for That: Why Map Your Customer’s Journey? Understanding What Constitutes a Touchpoint Charting Your Customer’s Journey
Assembling your mapping team The “Spider Web of Experience” exercise Creating a journey map Getting started Digging deeper Mapping nonlinear interactions Taking action
Taking a Look at Sample Journey Maps
Chapter 8: Experience by Design: Designing a Captivating Customer Experience
7-Up: The Seven Core Elements of a Great Customer Experience
Offering relevant solutions Assuring and protecting trust Eliminating the unjust Going above and beyond Balancing customer experience with business profitability Engaging all human facets Having a consistent and authentic brand
5 Alive: The Five Foundations of Experience Design
Storyboarding the experience Nailing the basics Designing for basic human needs Owning the complexity Testing the customer experience
Chapter 9: So Emotional: Eliciting an Emotional Response from Your Customers
Weird Science: Understanding the Human Brain Sense and Sensibility: Stimulating the Five Senses
Sight Hearing Smell Taste Touch
There’s a Map for That: Emotion-Mapping Your Touchpoints
An emotion-mapping example Using the emotion map to design your customer experience
Part III: Essential Enabling Elements
Chapter 10: Plan Up: Redesigning Your Touchpoint Program in Four Weeks
Six Appeal: Six Key Ingredients of a Touchpoint Redesign Program
Setting a firm 20-day time limit Choosing the right program manager Assembling a solid redesign team Identifying a strong stakeholder group Planning a meeting with your stakeholder group Working from a definitive customer experience intent statement Limiting the scope of your touchpoint redesign
Getting a Brief Overview of the Touchpoint Redesign Process Using the PADBES Design Method
The Plan phase The Analyze phase The Design phase The Build phase The Execute phase The Sustain phase
Recognizing and Rewarding Team Members
Chapter 11: Can We Talk? Managing Customer Feedback and Fostering Dialogue
3-2-1 Go! Three Hard-and-Fast Rules for Dealing with Customer Feedback Alphabet Soup: CRM versus EFM Getting with the Program: Making the Case for an EFM Program
Looking at the benefits of an EFM program Recognizing the requirements of an EFM program
Making It So: Implementing Your EFM Program
Phase 1: Inventory all existing customer feedback sources Phase 2: Consolidate the questions that customers are being asked Phase 3: Fill in the missing gaps in your feedback collection Phase 4: Identify linkages between employee experience and customer experience Phase 5: Develop a more advanced EFM program
Getting Social: Some Social Media “Need to Knows”
Responding to feedback Maintaining your social media presence
Chapter 12: Building Customer Experience Knowledge in the Broader Workforce
Judgment Day: Assessing Your Team Addressing Six Basic Customer Needs
Friendliness Competence Understanding and empathy Fairness Control Options and alternatives
Aligning Employee Performance with the Customer Experience Intent Statement Extending the Experience Intent to Internal Customers
Why bother worrying about internal customers? Improving the internal customer experience
Answering “What Does This Mean for Me?” and “How Will This Help Me?”
Chapter 13: Assembling and Managing Your Customer Experience Team
The Missing Link: Linking Good Hiring Practices and Customer Experience Recognizing the Importance of Behaviors and Traits
Identifying key behaviors and traits Identifying negative behaviors and traits Improving behaviors and traits
Using the BEST Approach for Hiring Your Team Asking the Right Questions Assessing the Candidate’s Answers
Weighting questions Rating answers Scoring candidates
Engaging Employees to Improve Customer Experience The Rewards of Rewarding: Recognizing and Rewarding Performance
Designing your total compensation strategy Other rewards Consequences for poor performance
Part IV: Making it Stick
Chapter 14: Creating Your Customer-Centric Culture
Setting Specific Goals the SMART Way Developing an Integrated Internal Communications Plan
The components of your internal communications campaign Communicating your vision Establishing two-way communication Realizing the importance of a communication protocol Building a communication protocol
Getting Leadership Buy-In Harnessing Innovators and Early Adopters to Speed Buy-In Among Employees
Chapter 15: Measure Up: Measuring Performance
Using the Balanced Scorecard Approach to Identify Key Objective Areas Top Model: Developing Your Strategic Execution Model The Meter’s Running: Identifying Key Metrics
Sample customer metrics Lagging measures versus leading measures “Gaming” metrics
Blind Data: Analyzing Customer Data
Data types Kinds of analysis
Building a Customer Performance Dashboard
The “Customer Strategies” column The “Customer Measures” column The “Measure Definition” column The “Owner” column The “Frequency” column The “Target” column The “Current Actual” column The “Results” column The “Last Actual” column
Under Review: Reviewing Your Customer Performance Dashboard Integrating Your Customer Experience Metrics into Your Governance Model
Chapter 16: Making the Most of Measures: Key Customer Experience Metrics
Keeping It Simple: Opting for Simple Metrics Semper Fi: Measuring Loyalty and Advocacy
Assessing overall satisfaction (OSAT) Determining your Net Promoter Score (NPS)
Retention Headache: Gauging Retention
Calculating your customer retention rate Gauging switching and renewal metrics Assessing your portfolio
Are You Experienced? Assessing Customer Experience
Ensuring seamlessness Evaluating ease of doing business
Bench Warfare: The Importance of Benchmarking
Chapter 17: Initiatives, Projects, and Programs . . . Oh My!
Might as Well Face It: You’re Addicted to Launching Initiatives
Looking at a typical launch Lacking focus
Getting Your Priorities Straight: The Importance of Prioritizing Initiatives
The “basic” process The strategic initiative selection process
Putting Your Money Where Your Mouth Is: Budgeting for STRATEX
Part V: The Part of Tens
Chapter 18: Ten Ways to Improve Your Experience Delivery
Be Patient Really Listen Know Your Stuff Show a Yearn to Learn Be Proactive Follow Through Persevere Be Fast on Your Feet Smile Manage Your Body Language
Chapter 19: Ten Key Qualities of Awesome Customer Experience Advocates
They Know Their Corporate Culture May Be the Enemy They’re Part of the “Commitment Culture” They Declare Themselves They’re Believable They Say Thanks They Can Deal with Bureaucracy They Find Customer Experience Co-Conspirators They’re Courageous They Go the Distance They’re Engaged
Chapter 20: Ten Tools to Track Your Customer Experience Program’s Performance
Developing and Deploying Your Customer Experience Intent Statement Building Touchpoint/Journey Maps Redesigning Touchpoints Getting Feedback from Customers and Establishing Dialogue Building Customer Experience Knowledge in the Workforce Recognizing and Rewarding a Job Well Done Executing an Integrated Internal Communications Plan Building a Customer Performance Dashboard The Customer Experience Progress Tracking Tool Understanding the Importance of the Customer Performance Dashboard
Chapter 21: Ten(ish) Great Books for Boosting Customer Experience
The Experience Economy Building Great Customer Experiences Delivering Happiness: A Path to Profits, Passion, and Purpose The Nordstrom Way: The Inside Story of America’s #1 Customer Service Company The Starbucks Experience: 5 Principles for Turning Ordinary into Extraordinary Exceptional Service, Exceptional Profit: The Secrets of Building a Five-Star Customer Service Organization What’s the Secret? To Providing a World-Class Customer Experience Managing Customer Relationships: A Strategic Framework Story: Substance, Structure, Style, and the Principles of Screenwriting The Design of Everyday Things, Living with Complexity, and Emotional Design
About the Authors Cheat Sheet More Dummies Products
Table of Contents Begin Reading 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 83 84 85 86 87 88 89 90 91 92 93 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 321 322 323 324 325 343 344 345
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