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Customer Experience Demystified
Expectations, Capabilities & All Hands On Deck
When a customer’s reality is less than their expectations:
. . . they look at it as a poor customer experience.
When a customer’s reality matches their expectations:
. . . they look at it as a good customer experience.
It’s All About Expectation Sets
© Copyright ClearAction LLC. All rights reserved. Page 8
Select Get Use
Capability
Customer Experience = Reality Ă· Expectations
Customers’ Realities versus Expectations
Customer experience excellence
is about perceived realities across everything
customers employ to select, get, and use your solution,
toward achieving the capability they’re seeking
© Copyright ClearAction LLC. All rights reserved. Page 9
Customers Buy Capabilities (Not Product per se)
Capabilities
Every purchase is about a
capability
• To relax
• To be entertained
• To avoid pain
• To grow
• To live
• To make money
(serve B2B customers)
(What a Customer Wants)
© Copyright ClearAction LLC. All rights reserved. Page 4
What You Sell is a Means Toward Capabilities
Capabilities
Your offerings are a
means-to-an-end
• To relax
• To be entertained
• To avoid pain
• To grow
• To live
• To make money
(serve B2B customers)
Your Offerings / Solutions
(What a Customer Wants)
(Means-to-an-End)
© Copyright ClearAction LLC. All rights reserved. Page 5
Capabilities Are Customers’ “Jobs-to-be-Done”
Capabilities
We buy because
we have a
job-to-be-done
• To relax
• To be entertained
• To avoid pain
• To grow
• To live
• To make money
(serve B2B customers)
Your Offerings / Solutions
(Customer’s Job-to-be-Done)
(Means-to-an-End)
© Copyright ClearAction LLC. All rights reserved. Page 6
A “Job-to-be-Done” Integrates Various Things
Capabilities
A customer’s job-to-be-done
integrates
your offering with other …
Your Offerings / Solutions
(Customer’s Job-to-be-Done)
(Means-to-an-End)
© Copyright ClearAction LLC. All rights reserved. Page 7
Integrated with
Other Things
• People
• Processes
• Products
• Services
• Technologies
This is the bedrock of customer expectations
When Does Customer Experience Begin/End?
Need
Awareness
Need
Extinction
© Copyright ClearAction LLC. All rights reserved. Page 8
Capabilities
(Customer’s Job-to-be-Done)
Customer experience
begins
when a customer is aware
of needing a capability
Customer experience
ends
when a customer no longer
perceives need the need
for that capability
… as opposed to company-announced obsolescence
or the last interaction with the company
What Drives Customer Expectations?
Need
Awareness
Need
Extinction
© Copyright ClearAction LLC. All rights reserved. Page 9
Capabilities
(Customer’s Job-to-be-Done)
Circumstances
that trigger
need awareness
create an expectation set
for a customer
Circumstances
A customer may have a
different expectation set
for each circumstance
• Aspirational
• Corrective
• Risk avoidance
• Other
Segmenting customers by “expectation sets” streamlines what it takes to “manage to expectations”
What Are Customer Expectations?
Need
Awareness
Need
Extinction
© Copyright ClearAction LLC. All rights reserved. Page 10
Capabilities
(Customer’s Job-to-be-Done)
Built-in judgments
measure goodness of
functional & emotional
needs toward achieving the
capabilities
Circumstances
Functional:
• Does it build the capability?
Emotional:
• Any personal consequences?
• Any social consequences?
Emotional
Functional
This is why organic customer feedback is so valuable to drive action company-wide
Need
Awareness
Need
Extinction
© Copyright ClearAction LLC. All rights reserved. Page 11
Capabilities
(Customer’s Job-to-be-Done)
Circumstances
Emotional
Functional
Everything Has a Ripple Effect on Customers
Product Service
Business Model
Affinities Convenience
Policies Processes
Culture
Your Offerings / Solutions
(Means-to-an-End)
This is why “all-hands-on-deck” company-wide is necessary for customer experience excellence
“Jobs-to-be-Done” = A Guiding Light to All
© Copyright ClearAction LLC. All rights reserved. Page 12
Customers’ desired capabilities & integrations
are the growth-promoting context for roles company-wide.
Most roles are typically viewed in a revenue context, or simply for the sake of completing tasks.
Customer Experience
Customers’ realities in selecting, getting, and using a solution
that enables a capability they want.
Customer Experience Management
Discipline of treating your customer relationships as assets
with the goal of engaging customers as brand advocates.
Customer Experience Optimization
Natural customer passion for a brand
through company-wide alignment with buyer priorities
for enduring revenue and profit growth.
Customer Experience Enablement
Bridge between voice-of-the-customer & customer engagement
to earn trust, loyalty, and enduring profit growth.
.
© Copyright ClearAction LLC. All rights reserved. Page 13
Customer Experience Defined
© Copyright ClearAction LLC. All rights reserved. Page 14
Customer Experience ROI Building-Blocks
All blocks work in tandem to maximize & sustain business results.
Left-right flow. Start simply with a stepping stone in each block; build maturity over time.
Customer experience excellence is a way of life and an ongoing internal journey as market forces evolve.
http://ClearActionCX.com/cx-success-factors
© Copyright ClearAction LLC. All rights reserved. Page 15
Customer Experience ROI Success Factors
In our 4-year study, companies with these practices tended to have stronger business results.
http://ClearActionCX.com/success-factors
ClearActionCX.com
See more like this in ClearAction Insiders!
© Copyright ClearAction LLC. All rights reserved.
ClearAction founded the world’s 1st and largest global B2B customer experience practices study
© Copyright ClearAction LLC. All rights reserved. Page 17
http://ClearActionCX.com
ClearActionCX.com
If You Like These Concepts, Get the Book!
© Copyright ClearAction LLC. All rights reserved.
>30 Tools &
Techniques
Step-by-Step
Guidelines
ClearActionCX.com
If You Like These Concepts, Get the Book!
5 Keys Explained
>20 Tools &
Techniques
Step-by-Step
Guidelines
© Copyright ClearAction LLC. All rights reserved.
ClearActionCX.com
If You Like These Concepts, Get the Book!
4 Keys Explained
10 Templates
Step-by-Step
Guidelines
© Copyright ClearAction LLC. All rights reserved.
ClearAction Consulting Clients
“ClearAction taught us things
that wouldn’t readily cross our
minds and has increased our
efficiency & accuracy in many
areas. We highly recommend
ClearAction as a business
consultant.”
© Copyright ClearAction LLC. All rights reserved.
Partial List
Send us a note:
OptimizeCX@ClearActionCX.com
OptimizeCX@ClearActionCX.com
tel +1 408 687 9700
Lynn Hunsaker
ClearAction
company/clearaction-llc
+ClearActionCXO
CustomerExperienceOptimization

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Customer Experience Demystified

  • 2. When a customer’s reality is less than their expectations: . . . they look at it as a poor customer experience. When a customer’s reality matches their expectations: . . . they look at it as a good customer experience. It’s All About Expectation Sets © Copyright ClearAction LLC. All rights reserved. Page 8
  • 3. Select Get Use Capability Customer Experience = Reality Ă· Expectations Customers’ Realities versus Expectations Customer experience excellence is about perceived realities across everything customers employ to select, get, and use your solution, toward achieving the capability they’re seeking © Copyright ClearAction LLC. All rights reserved. Page 9
  • 4. Customers Buy Capabilities (Not Product per se) Capabilities Every purchase is about a capability • To relax • To be entertained • To avoid pain • To grow • To live • To make money (serve B2B customers) (What a Customer Wants) © Copyright ClearAction LLC. All rights reserved. Page 4
  • 5. What You Sell is a Means Toward Capabilities Capabilities Your offerings are a means-to-an-end • To relax • To be entertained • To avoid pain • To grow • To live • To make money (serve B2B customers) Your Offerings / Solutions (What a Customer Wants) (Means-to-an-End) © Copyright ClearAction LLC. All rights reserved. Page 5
  • 6. Capabilities Are Customers’ “Jobs-to-be-Done” Capabilities We buy because we have a job-to-be-done • To relax • To be entertained • To avoid pain • To grow • To live • To make money (serve B2B customers) Your Offerings / Solutions (Customer’s Job-to-be-Done) (Means-to-an-End) © Copyright ClearAction LLC. All rights reserved. Page 6
  • 7. A “Job-to-be-Done” Integrates Various Things Capabilities A customer’s job-to-be-done integrates your offering with other … Your Offerings / Solutions (Customer’s Job-to-be-Done) (Means-to-an-End) © Copyright ClearAction LLC. All rights reserved. Page 7 Integrated with Other Things • People • Processes • Products • Services • Technologies This is the bedrock of customer expectations
  • 8. When Does Customer Experience Begin/End? Need Awareness Need Extinction © Copyright ClearAction LLC. All rights reserved. Page 8 Capabilities (Customer’s Job-to-be-Done) Customer experience begins when a customer is aware of needing a capability Customer experience ends when a customer no longer perceives need the need for that capability … as opposed to company-announced obsolescence or the last interaction with the company
  • 9. What Drives Customer Expectations? Need Awareness Need Extinction © Copyright ClearAction LLC. All rights reserved. Page 9 Capabilities (Customer’s Job-to-be-Done) Circumstances that trigger need awareness create an expectation set for a customer Circumstances A customer may have a different expectation set for each circumstance • Aspirational • Corrective • Risk avoidance • Other Segmenting customers by “expectation sets” streamlines what it takes to “manage to expectations”
  • 10. What Are Customer Expectations? Need Awareness Need Extinction © Copyright ClearAction LLC. All rights reserved. Page 10 Capabilities (Customer’s Job-to-be-Done) Built-in judgments measure goodness of functional & emotional needs toward achieving the capabilities Circumstances Functional: • Does it build the capability? Emotional: • Any personal consequences? • Any social consequences? Emotional Functional This is why organic customer feedback is so valuable to drive action company-wide
  • 11. Need Awareness Need Extinction © Copyright ClearAction LLC. All rights reserved. Page 11 Capabilities (Customer’s Job-to-be-Done) Circumstances Emotional Functional Everything Has a Ripple Effect on Customers Product Service Business Model Affinities Convenience Policies Processes Culture Your Offerings / Solutions (Means-to-an-End) This is why “all-hands-on-deck” company-wide is necessary for customer experience excellence
  • 12. “Jobs-to-be-Done” = A Guiding Light to All © Copyright ClearAction LLC. All rights reserved. Page 12 Customers’ desired capabilities & integrations are the growth-promoting context for roles company-wide. Most roles are typically viewed in a revenue context, or simply for the sake of completing tasks.
  • 13. Customer Experience Customers’ realities in selecting, getting, and using a solution that enables a capability they want. Customer Experience Management Discipline of treating your customer relationships as assets with the goal of engaging customers as brand advocates. Customer Experience Optimization Natural customer passion for a brand through company-wide alignment with buyer priorities for enduring revenue and profit growth. Customer Experience Enablement Bridge between voice-of-the-customer & customer engagement to earn trust, loyalty, and enduring profit growth. . © Copyright ClearAction LLC. All rights reserved. Page 13 Customer Experience Defined
  • 14. © Copyright ClearAction LLC. All rights reserved. Page 14 Customer Experience ROI Building-Blocks All blocks work in tandem to maximize & sustain business results. Left-right flow. Start simply with a stepping stone in each block; build maturity over time. Customer experience excellence is a way of life and an ongoing internal journey as market forces evolve. http://ClearActionCX.com/cx-success-factors
  • 15. © Copyright ClearAction LLC. All rights reserved. Page 15 Customer Experience ROI Success Factors In our 4-year study, companies with these practices tended to have stronger business results. http://ClearActionCX.com/success-factors
  • 16. ClearActionCX.com See more like this in ClearAction Insiders! © Copyright ClearAction LLC. All rights reserved.
  • 17. ClearAction founded the world’s 1st and largest global B2B customer experience practices study © Copyright ClearAction LLC. All rights reserved. Page 17 http://ClearActionCX.com
  • 18. ClearActionCX.com If You Like These Concepts, Get the Book! © Copyright ClearAction LLC. All rights reserved. >30 Tools & Techniques Step-by-Step Guidelines
  • 19. ClearActionCX.com If You Like These Concepts, Get the Book! 5 Keys Explained >20 Tools & Techniques Step-by-Step Guidelines © Copyright ClearAction LLC. All rights reserved.
  • 20. ClearActionCX.com If You Like These Concepts, Get the Book! 4 Keys Explained 10 Templates Step-by-Step Guidelines © Copyright ClearAction LLC. All rights reserved.
  • 21. ClearAction Consulting Clients “ClearAction taught us things that wouldn’t readily cross our minds and has increased our efficiency & accuracy in many areas. We highly recommend ClearAction as a business consultant.” © Copyright ClearAction LLC. All rights reserved. Partial List Send us a note: OptimizeCX@ClearActionCX.com
  • 22. OptimizeCX@ClearActionCX.com tel +1 408 687 9700 Lynn Hunsaker ClearAction company/clearaction-llc +ClearActionCXO CustomerExperienceOptimization