Is there a human in there somewhere?

February 13, 2019

humanMy dad passed away almost a year ago and, as executor, I had to make a lot of official phone calls to everyone from the social security administration to Hyundai where his car lease was financed.  Sometimes I got a human and other times I did not.

In almost all cases, I started with someone in a call center and may or may not get transferred to someone within the organization. I was stunned at the robotic responses I got from most of the people on the other end of the line. With a noted exception, there was no expression of condolences or even an acknowledgment that my family has suffered a loss. They were clearly following a script, and nothing was going to get them to step away from the prescribed words.

I wasn’t expecting to have a five-minute conversation about how wonderful my dad was or how much we’ll miss him. But when someone says “I am calling to report the death of my father. He had a lease with your company, and as executor, I am calling to find out what documentation you need,” the next sentence uttered should not be, “VIN please.”

I have a friend who owns a large agency on the west coast, and she called to commiserate with me because they landed a huge client two months ago and on Friday the CEO called to tell her that they were canceling the contract and hiring someone else. When she asked why his answer was, “your process was too rigid. For big projects it makes sense, but when we needed something quick and simple, we spent days waiting for scopes of work for a job that should have taken an hour.”

Two very different examples but the problem is the same – employees who have been trained in processes but not trained to recognize when they should step out of the process and use their brains, hearts, or humanity. Part of your culture, training, and onboarding needs to be about the rules, but an equally important part needs to be about when the rules should be bent or broken.

I know that most people hate the seemingly endless phone prompts that make you listen to the menu and then choose the best option. We think a real human will be better. But it’s even more disheartening when the human is as robotic as the quagmire of a company’s automated operator.

I’m a big fan of processes. (Well, I am a big fan of businesses having processes but I have to admit, I might do an end run now and then!) I understand the importance of uniformity, efficiency and the ability to scale. But we have to help our employees recognize that there’s always an exception to the rule. We can’t surrender to the process to the point that we blindly follow it, even when it doesn’t make any sense or isn’t humane.

Our employees are our brand. They either represent the best or the worst of us. How they respond to your customers will make or break your business. When they sacrifice their relationship with your client because “it’s how we have to do it” there’s a price that will be paid. Have you hired people who robotically follow the defined path, or have you sought people with some emotional intelligence and the insight and courage to step away from the process when it’s called for?

This is a hiring and culture issue. This is a training issue. This is a customer retention issue. This is a brand issue. You want employees who follow the rules. But you need employees who know when they should sidestep the rules to truly take care of your client.

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How to create a buyer persona

December 2, 2018

No matter what you do for a living, you have customers.  And odds are you want more of them.  But every customer is not equally valuable to your business.  And every potential customer out there does not want to buy what you sell or buy it from you.

One of the most glossed over aspect of marketing and sales in most organizations is the deep dive you should be doing to truly understand your best prospects.  The easiest way to do that is to think about the current customers you have and identify what common traits they share.

Once you have identified your best fit prospects — the people who you are most likely to delight over and over again — you need to take it one more step to help you personalize the audience and have a very tangible picture of who you’re talking to when you create content, thought leadership pieces and marketing messages.

The more real and three-dimensional these avatars or personas are, the more precise and on target your efforts will be and the more “native” it all feel to your audience.

Identify the key role that your persona should be modeled after.  It might be the Dean of Admissions or a business owner of a company that has between $5-$10 million in sales.  In some rare cases, you might need to create two personas, if you serve more than one core audience.  But remember, not more than two.  This isn’t an effort to describe ALL of your customers, just your best ones.

Here are some sample questions to get you started.  The right questions (a subset of these and some you may add) will be dictated by what you sell.  Answer these questions for your 1-2 avatars:

  • Demographics:
  • Gender:
  • Age range:
  • Educational level:
  • Typical degree or area of study:
  • Core values – what do they value the most personally and professionally?
  • Where does he/she work:
  • Job title:
  • Why did they choose this profession?  What do/did they love about it?
  • Who is their boss?
  • Do they have a team/staff?  Describe that structure.
  • What is he/she like at work?  How would his/her co-workers describe him/her?
  • What do they love about working with him/her?
  • What do they dislike about working with him/her?
  • How do they communicate when things are good?  How do they communicate under stress?
  • How are they being evaluated at work?  How does their boss define success for them?
  • What are his/her professional goals?
  • What is his/her biggest professional challenges?
  • What does he/she get excited about?
  • What do they want to do more of?
  • What does his/her typical day tend to look like? How do they feel about that?
  • What skills/qualities are necessary to do his/her job?
  • What tools and technology do they use to do their job?
  • How do they stay current in their own industry?
  • What’s the biggest threat to their job/company?
  • How are they different/unique from their peers?
  • What publications (on and off line) do they read?
  • What associations do they participate in?
  • What are the three most critical events for their industry?
  • Where do they live (house, condo, apartment)?
  • Do they have a significant other/family?
  • How do they spend their off hours?
  • List five personality traits they exhibit
  • How do they see themselves?

Once you’ve answered all of these questions about a target customer – create a narrative about them.  Think of it as telling their story.  Describe them in a way that anyone who works for you would be able to recognize them.

Give them a first name and find a stock photo that represents them.  I know it sounds strange but giving them a name and a face makes them even more three-dimensional and real to you and your sales team.

Once you’ve got all of that built out —  as you create marketing messages — keep this persona in mind.  Let’s say her name is Lucy.  Ask yourself — would this resonate with Lucy?  Would this catch Lucy’s eye?  Where would Lucy go to get this kind of information?

The more detailed and realistic your persona is — the stronger tool it will become for you.  Let your personas guide your language, channels, and key messages.  Now you’re using the right kind of bait to catch the kind of fish you prefer!

 

 

 

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When I say Dunkin’ you say …

October 10, 2018

dunkinOdds are, you say Donuts. After all, since 1948 the company has worked pretty hard to get us to recognize their name and their core offering. Dunkin’ Donuts.  They have invested millions of dollars to connect those two words. Remember the “time to make the donuts” campaign?

All of that is what makes the announcement they made last year so intriguing. They want to test the idea of dropping the word Donuts from their name, but a final decision on the name won’t come until late 2018. They’ve coupled the shortened name with a new tagline – Dunkin’. Coffee and more.

The company cites several reasons for the change. When asked why they harken back to their roots when they were a coffee shop that sold donuts. Based on the numbers, they actually derived 58% of their revenue from coffee in 2016. Now that Starbucks has made coffee trendy and pricey, Dunkin’ has decided to lean into that category and try to ride the upswing in both volume and profits.

Their coffee also gives them more opportunity for line extensions. They sell Dunkin’ coffee beans, K cups, and other related products in their own stores and grocery stores across the country.

As coffee is growing in popularity, donuts are falling in the opposite direction. Culturally, we are making healthier choices (or at least saying that we are) and according to a company spokesperson, the shift will “reinforce that Dunkin’ Donuts is a beverage led brand and coffee leader.” Actually, the statement should be “we want to be a beverage led brand.”

I don’t believe they’ll ever make that pivot work. Their brand is too entrenched in our minds and more importantly, in our connective experiences with the stores. Maybe they actually are a coffee led brand if you crunch the numbers. But brands are rarely built on data. They’re built on experiences and emotional connections.

What the decision-makers at Dunkin’ seem to have forgotten is the most important truth of branding: brands are not controlled or owned by the company. Their consumers have that privilege.

Changing your name does not change how people categorize or describe you. It doesn’t change the way they experience you or why they will or won’t do business with you. If you truly want to reinvent your brand, you have to drive change much deeper than just dropping a word or two.

You may not remember, but Starbucks used to be called Starbucks Coffee. They made a big deal of dropping the word coffee in 2011. When you think of Starbucks, what is the first product that comes to your mind?

Seven years later, we still think of them as a coffee shop that happens to sell other things. The budget they’ve had to alter our perception is far greater than what Dunkin’ will have to spend, so it’s hard to imagine that we’re going to forget the donuts aspect anytime soon.

The learning for all of us in this?

We need to be very intentional when we create and build our brand because once we plant those seeds and nurture them, it’s very difficult to change course and take our customers with us on the journey. Once we’ve told them what to expect and have honored those expectations over time, we shouldn’t be surprised that they believe us.

On paper and by the numbers, Dunkin’s pivot may be perfectly logical. With the decline in donut sales and the spike in coffee consumption, who can argue? But brands don’t live on paper and aren’t driven by numbers. Brands are born and grown in the hearts of our customers, and it’s much harder for logic to prevail there.

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Tread carefully on tragedy

May 30, 2018

tragedyWhen our country endures a tragedy like the Parkland shooting or a natural disaster like the volcanic eruptions in Hawaii, we get completely wrapped up in the stories, the people, and the emotions. We want to show our concern, to connect with each other to mourn together and, of course, we want to do something to support the victims.

Immediately after the Parkland shooting a few months ago, we saw people changing their social media profile pictures, expressing their support and starting fundraising campaigns. Because of the nature of the tragedy we also saw a flurry of conversation about gun control, mental health and other social issues that played a role in the shooting.

As a country, we were horrified, afraid, angry, sad and struggling with our feelings of helplessness. We expressed all of those reactions for many days following the shooting.

My guess is that if your social media channels are like mine, some people expressed themselves more eloquently than others. And some, it seemed, just talked to talk, as if they didn’t want to be left out.

But the people who really touched my heart and inspired me were the ones who didn’t say very much but they did something. They donated blood or shared a link to a site collecting donations. They found a way to help and quietly did so.

Brands can probably take a lesson from that observation. After all, organizations hurt and feel compassion in the same way we do. They want to express their support as well. After all, they’re just big groups of people.

Much like our friends and family – some companies express their support better than others. There’s a thin line between solidarity and trying to capitalize on a tragedy to position your brand/organization in a good light.

Don’t get me wrong. I think it’s very bad form for any organization to use a crisis or tragedy as a marketing tactic. But you sure don’t want your well-intentioned gesture or words to be labeled as self-serving or an attempt to capitalize on a tragedy.

If your company wants to conduct itself in a way that’s above reproach, follow these guidelines.

Say very little, do something meaningful: JetBlue offered free flights to/from Parkland, FL for the families of the victims while Delta Airlines offered free flights to the Washington, D.C. march that many victims and their families attended. Local restaurants donated food feeding the family and friends of the victims and the injured at hospitals, churches and at their homes. Organizations like Bank of America, Wells Fargo, Macy’s, AutoNation and Cigna all donated hundreds of thousands of dollars without any fanfare.

Mourn together: Nickelodeon and MTV – the networks of legions of children and teenagers – went off the air for 17 minutes to honor those killed in the Parkland shooting.

Show your support: Many companies and entities lowered their flags to half-staff and donned ribbons in the colors of Marjorie Stoneman Douglas High School – maroon and white.

Help others offer a helping hand: Professionals United for Parkland – an all-volunteer group of more than 250 licensed mental health workers provided free counseling via their referral hotline 24/7 for as long as necessary to anyone in South Florida affected by the shooting.

These companies all showed their compassion and humanity. It’s worth noting that none of their gestures required a lot of talk. In times of tragedy and when people are hurting, actions definitely speak louder than words.

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Show a little gratitude

August 30, 2017

GratitudeI believe that gratitude is a brilliant marketing strategy. I’m astonished at how many businesses give their customers the distinct impression that they’re a little put out by having to sell them something.

You’ve felt it – the grocery clerk who is too busy chatting to actually make eye contact. The phone rep that can’t wait to get off the phone. The sales pro that doesn’t return your calls, even though you’ve told him you’re ready to buy.

It’s annoying and hardly breeds customer loyalty. But gratitude isn’t just for customers. I believe the smart business owner creates a continuous chain of gratitude and not only is it genuine, but it yields incredible benefits.

Here’s how the chain gets constructed. First – you demonstrate your gratitude to your employees. You then give them the tools to extend that same gratitude to your vendors and clients. Then, you invite your vendors and clients to recognize your employees for serving them well.

See how it goes full circle? When you cultivate and encourage the cycle, it just picks up steam and gets stronger and stronger. It’s like a snowball that keeps growing and accelerating as it speeds down the hill. Pretty soon, it’s been woven into your culture and becomes part of your reputation. That’s a pretty powerful brand attribute.

So how do you make it happen? You develop tools for each group of people in the cycle. Let’s start with the employees.

The good news is that this isn’t about more money. It’s about recognition and appreciation. Everyone wants to be noticed for doing a good job. You start by defining what “a good job” looks like. Be very clear in your own mind what character traits you want on your team. Interview for those soft skills and attitudes.

After you hire the right kind of people – train them well. Don’t just train them to be good at their job, train them to be grateful for the clients who bring the opportunities to your company. Help them understand how each client contributes to the bottom line.

Now – start catching them doing things right. This cannot be left to chance or it won’t get done. Create a peer recognition program, where employees can thank each other for going above and beyond. Read the nominations at an all staff meeting or share them on your intranet. Find a way to publicize the kudos they received. Personally stop by their office (or call them if they’re not local) and thank them for making a difference.

What’s the business rationale for this effort? A study of over 1,700 employees conducted by the American Psychological Association (APA) indicated that more than half of all employees intended to search for new jobs because they felt underappreciated and undervalued. Further research on gratitude and appreciation documents that when employees feel valued, they have high job satisfaction, will work longer hours, build supportive relationships with co-workers and supervisors, and are happy to help the company achieve its goals.

On top of all that – they aren’t looking for other jobs. I don’t know about your industry but in my world it’s getting tougher and tougher to find qualified employees. So we want to keep the good ones that we have.

Beyond the employee peer recognition, there are other things you can do. On your employees’ anniversary with your company, why not acknowledge their contributions and how it’s impacted the company? Or send a note home, telling his/her family how they contribute to your organization.

Celebrate your employees and their wins. Be thoughtful, be personal and be sincere. But most of all – be genuinely grateful.

Next week, we’ll wrap up the cycle of gratitude by talking about how you can cultivate that among your vendors and customers.

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Consumers pay attention to where your ads live and who their neighbors are!

June 13, 2017

The Chief Marketing Officer (CMO) Council came out with a new study that we all need to be aware of as we place our digital ad buys.

Nearly half of all consumers indicate they would rethink purchasing from brands or would boycott products if they encountered brand ads alongside digital content that offends them, reveals a new study on “How Brands Annoy Fans.”

Aimed at assessing the impact of digital advertising experiences on consumer perceptions and purchase intent, the research looked at digital brand safety from the consumer’s perspective and found that consumers are punishing even preferred brands if they don’t use trusted media platforms or take active steps to control the integrity of their ad environments.
Conducted by the Chief Marketing Officer (CMO) Council using the Pollfish platform, the survey gathered views from 2,000 adult consumers in North America and the U.K., both regions which have both seen high-profile brand campaigns withdrawn this year for their association with fake, distressing and hateful content. The consumer poll is part of a broader study of digital brand safety being conducted by the CMO Council, in partnership with Dow Jones, entitled “Brand Protection From Digital Content Infection.”

With trust more critical than ever, respondents made it clear that they will no longer give their brands a pass for even inadvertent display of ads near objectionable digital and video content. A full two-thirds of respondents said they would hold a dimmer view of brands that provided negative advertising experiences.

The report also found that social media platforms are still not trusted content spaces. Despite listing social media as the source of the second-highest volume of ad messages they receive—behind only television—consumers ranked social media last among their five most trusted channels. They ranked friends, TV, search engines and newspapers as more trusted sources.

A large majority of consumers said they responded differently to the same ad, depending on its context, with 63 percent saying they responded more positively to ads run in trusted media channels. Consumers are, in fact, turning to trusted content providers and media to escape objectionable content. Some 60 percent said offensive context has already caused them to consume more content from trusted, well-known news sources and established media channels.

“CMOs and brand advertisers are increasingly concerned about various aspects of digital and programmatic advertising, including concerns about their ads showing up next to offensive content,” said Donovan Neale-May, Executive Director of the CMO Council. “This consumer survey demonstrates that those concerns are well founded. Advertising placed next to objectionable content is damaging to a brand while ads that accompany more trusted content and media are more accepted.”

While other brand safety studies have explored adverse brand perceptions, the CMO Council research asked consumers about their response to the experience of finding brand ads in proximity to objectionable content or fake news sites—and their warning to advertisers was brutal. Some 37 percent of consumers said it would change the way they think of a brand when making a decision to buy. Another 11 percent said they would flat-out not do business with that brand. Another 9 percent said they would become vocal critics of the brand.

Another consumer response is the increased use of ad blockers. In another alarming finding for digital marketers, more than 50 percent of respondents said they either already had or planned to install some form of ad-blocking software to their mobile devices or PC browsers.

Negative experiences with digital display advertising are far from a rarity. According to the most recent “Media Quality Report” by Integral Ad Science (AIS), up to 8.6 percent of digital display ads in the U.S. were flagged as posing a moderate or high risk to brand reputation. Maria Pousa, CMO for IAS, told the CMO Council that the most prevalent categories of risk in the U.S. were violent, adult or offensive language content, followed by issues like hate speech and illegal downloads.

Other key insights from the CMO Council survey include:

  • A surprising 86 percent of consumers are either extremely concerned, very concerned or moderately worried about how easily they are directed or redirected to hateful or offensive content.
  • The most annoying digital advertising formats, even when appearing on trusted media channels, were intrusive pop-up ads (22 percent) and auto-playing video ads (17 percent).
  • Attention to digital advertising overall was notably low, with only 14 percent always engaged and 58 percent saying they pay attention only when ads either interest them or are really interesting.
  • Just over 40 percent of consumers have already installed ad-blocking software on their devices while another 14 percent said they planned to add these features.

Neale-May said the full report, featuring qualitative interviews and vendor insights, would include key details on the steps, tools and strategies adopted by leading advertisers and CMOs who have minimized the threat to their brands. The abbreviated consumer survey findings can be sourced from the CMO Council at https://www.cmocouncil.org/digitalad-consumer-report.

About the CMO Council

The Chief Marketing Officer (CMO) Council is dedicated to high-level knowledge exchange, thought leadership, and personal relationship building among senior corporate marketing leaders and brand decision-makers across a wide range of global industries. The CMO Council’s 12,500-plus members control more than $500 billion in aggregated annual marketing expenditures and run complex, distributed marketing and sales operations worldwide. In total, the CMO Council and its strategic interest communities include more than 30,000 global executives in more than 110 countries covering multiple industries, segments and markets.

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Do you want to take a stand?

May 17, 2017

take a standThe Supreme Court’s decision to legalize same-sex marriage dominated the news, social media and most conversations when it was announced.  Regardless of where you stood on the topic – you couldn’t help but be immersed in it.  And that wasn’t true for just individuals but, interestingly, for businesses as well. Many of them made a point to take a stand on this issue.

There used to be an unwritten rule that businesses stayed out of political and social discussions.  Unless the issue was one that united the entire country, like World War II – businesses kept their heads down and just stayed focused on business.

But times have changed and consumers have made it clear that they want to do business with organizations that share their values.  It’s as though a third element has been added to the buying decision.  Consumers are driven by their emotions when it comes to any purchase.  That emotion is often tempered or inflamed by facts or features. But today, those two buying elements are influenced by the world around us. Consumer’s beliefs and values are having a bigger and bigger impact on how they perceive and interact with brands.

In the past, we’ve seen lots of brands embrace causes that are tied to their product/service like Avon’s fight against breast cancer or Dawn’s support of wildlife affected by oil spills and other disasters.  But all of that seems pretty safe in comparison to taking a stand on a controversial issue.

In recent history, we saw both Chick-fil-A and Hobby Lobby take a strong stance on social issues and that decision both cost them and earned them customers who were either aligned or repelled by their position.  In some ways, it’s the essence of branding – show your heart and attract your sweet spot customers who believe as you believe and will value you even more because of that connection.

Many brands spoke out when the Supreme Court decision on same-sex marriage came out. They quickly reacted to the decision and came out to show their support of the ruling within hours of the announcement being made.

There are a myriad of marketing lessons to be taken from that decision and the responses to that huge societal event.

Your company has a heart: Only you/your leadership team can decide if you want to take a stand and on what issue.  But recognize that whether you speak out or not – there are issues that matter to you and your organization. You’ll have to decide if that should be a part of your company’s public persona or not. The risks are real but so are the rewards of attracting and connecting with people who share your values.

It can’t just be for show: If you’re going to step out of the shadows and express an opinion on a social or societal issue – you need to truly own it.  These are vital topics to your audience and any sign of you being in the fight just for appearances or financial gain will bite you in a big way.

A mile wide versus an inch deep: You can’t fight every fight. And odds are, you don’t have a strong conviction for every fight. You also don’t want to be perceived as a brand that just runs from cause to cause, trying to capitalize on them all.  These kinds of issues are typically very complicated and take a long time to resolve.  If you truly want to affect change (otherwise, don’t get into the fight), know you’re in it for the long haul.

Bottom line – it’s your call. But if you’re going to take a stand, remember that you need to be smart about which issues should earn your resources and your reputation.

 

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Music to my ears

February 1, 2017

music

As I was listening to one of my favorite playlists today, I was struck by how emotional music can be. A certain melody or specific song has an amazing ability to trigger our emotions in an instant. Ask any runner and they’ll tell you that one of the ways they set the tone for their run is by pre-programming the music they’ll listen to when they run. Many writers swear by the same technique and have spent hours putting together just the right mix of songs to inspire their work.

You’ve probably noticed how music impacts your reaction to TV commercials, videos, and podcasts. In the short run – it sets the tone and tempo for the piece and gets your emotions fired up. But in the long run – just the first notes of a familiar jingle can have you repeating the company’s tagline or theme song lyrics. And that connection lasts for decades.

If I could magically make this article play the first few bars of “I’d like to teach the world to sing” many of you over the age of 40 would be subconsciously reaching for a can of Coke before you could remember why. That campaign ran in 1971 and we still have that trigger embedded in our memory decades later. That’s powerful.

Music is a connector. It connects us to memories, people, and stories. Marketing is about making a connection with your audience.

You don’t have to be producing a multi-million dollar TV spot, video or audio show to leverage music’s impact. There are plenty of ways for marketers of all sizes and shapes to work music into their marketing plan.

Sponsorship: According to Billboard, live concert attendance is up over 20% and there are no signs it’s slowing down. What? You don’t have the budget to sponsor Madonna’s new tour? No worries – look no further than your own local music scene.  Most communities are producing some incredible local vocalists and bands that are performing on a regular basis.

Odds are these musicians haven’t had a lot of experience in being sponsored so you may have to carve out a deal from scratch. But just like the nationally known artists – each of these local talents has a following. Find the singer or group that has attracted the audience that matters to your business and see if you can strike up a deal.

Customize your music: If you’re creating a jingle or want to have a consistent piece of music associated with your company – don’t buy something off the shelf. Have a piece of music composed that you can own and use for years to come. And remember – sometimes the words are what makes a jingle stink. Instrumental music can be even more potent if it’s well written. Again – there are plenty of local composers who have both the talent and equipment to help you bring the musical spirit of your organization to life.

Set the mood with music: Whether you have a retail store or you deal with your customers over the phone – you have the opportunity to establish the tone of your interactions with music.

Here’s the key to this strategy that is often missed. If you are not the same age/demographic as your target audience, remember – it’s not about what you like, it’s what they like. Have you ever walked into the store Hot Topic at the mall? You immediately know (if you’re over 20) that you are not their target audience. Use your musical selections to create a welcome mat for your right fit customers.

Whether you’re putting together testimonial videos, a radio series or creating a live event – don’t forget to think long and hard about music and how you can elevate your results with it.

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Shhh, we’re secret shopping

January 11, 2017

Secret ShoppingIf there’s one marketing tactic that we execute for clients that always yields incredible results, it’s when we secret shop their operation. Without exception, a secret shopping program will:

  • Provide insights that surprise you (good and bad)
  • Spotlight specific areas where your training and communication have failed and you/your employees are hurting your brand
  • Uncover sales opportunities that you are letting slip through your fingers
  • Identify employees who are brand ambassadors and those who are actually doing damage to your reputation

We secret shop some of our clients every year and even though we’ve done it before – each time produces new insights and results. We always modify some aspects of their customer interaction, marketing, and employee training based on the results of the effort.

Many times we not only secret shop our own clients but we include their competitors as well. This produces an incredible wealth of new knowledge – from vulnerabilities to what they’re saying about their competition (you!) to prospects. Depending on the study – sometimes we don’t tell our operatives who the client is but at the end of the process, we ask them who they would hire/buy from. That’s always an eye opener!

If you’re a B2B leader/owner and are about to dismiss this as a retail marketing tactic – think again. We’ve done it for plenty of B2B clients with the exact same results. No matter what you sell – you interact with people to market and sell your offerings. We’ve done secret shopping on the web, over the phone, via email and in person (usually a blend of more than one throughout the sales cycle) and the learning is huge, no matter what you sell.

Like all marketing – doing it and doing it well are two different things. There are some elements of a secret shopping program that you’ll want to pay special attention to if you want reliable results.

This is not a DIY project: There are some marketing elements that you and your team are perfectly equipped to do on your own. This is not one of them. You need to bring in experienced outsiders who understand your industry but more important – understand how to effectively secret shop and report back the results.

You want to choose a firm who has professionals that are experienced in handling the entire secret shopping experience from initial contact to the final report. They need to be privy to your key messages, brand and sales process or they won’t be able to help you identify how to improve.

Create a safe environment: Secret shoppers often have to share less than ideal results with their clients. If you don’t make it perfectly clear that you’re ready to hear whatever they discover – it may make it difficult for them to be as candid as you need them to be. Prepare yourself – no matter how good you and your employees are – you’re not going to get a perfect grade. There’s always room for improvement.

Consistency is key: For the results to be meaningful, the experience needs to be consistent – all the shoppers need to look for the same things, ask the same sorts of questions, and grade the experience based on the same criteria. This allows you to know that the reported results aren’t an anomaly and should be reacted to – good or bad.

Next steps: The most important part of the secret shopping experience is that the company you hire can help you identify next steps to correct the issues and accentuate the positives. This will probably include employee training, some tweaks to your sales process and it may even include some changes to your product/service itself.

If you want to start your year off with a serious boost – consider a secret shopping program.

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Personal equals professional – we are one

November 9, 2016

personal equals professionalOne of the downsides of our digitally driven lives is that the dotted line is no more. What I mean by that is that you used to be able to artificially draw a dotted line in between your personal life and your professional life and to a great extent, you could control whether something would cross from one side to the other.   Not anymore.  Personal equals professional.

That dotted line was probably never as real or protective as we thought it was, but in today’s world, it no longer exists.

I just read a friend’s Facebook status and he said something to the effect of “I don’t like to blend my personal Facebook account with business, but we’re hosting a workshop that I am really proud of — so I’d like to invite all of you.”

This guy owns the company that is putting on the workshop. So in theory, his personal Facebook friends all know what he does for a living and some of them are probably even clients. But most of them are probably not fans of his official company page on Facebook. If he’d only announced it there, most of his Facebook connections would have missed it entirely.

And no one is going to unfriend him for mentioning his work alter ego on a site that some might deem for personal use only.

The truth is – there is no “personal use only” anymore. I actually think that’s better – don’t you want to know who you’re doing business with? Don’t you actually work better with someone when you know that they love rescue dogs, take an annual trip to the Tetons and hate the Yankees?

By the way, talking about your work/business is different from constantly hawking one’s wares. You shouldn’t be doing that at all – but especially not where people expect you to be social.

But the time of hiding your personal side from your professional side and visa versa is over. You aren’t two separate people and what you do outside of work and what you believe actually influences the work you do.

In fact, your personal brand – what you are all about, stand for, believe in, etc. is part of your professional brand. Personal equals professional.  And just like a company’s brand should inform and influence consumers – so should your personal one.

Regardless of which side of the Chick-fil-A fence you landed on, when the CEO, Dan Kathy, came out and talked about his personal beliefs and where he invests his company’s charitable dollars, I’m betting you suddenly had an opinion about that business. Even if you’d never eaten there before.

Did they lose customers over the controversy? Absolutely. But did they gain brand zealots who now go out of their way to support Chick-fil-A and spend even more money there? Absolutely.

The goal of branding is to locate your sweet spot customers. Those who are best aligned with you. Who you are – as a company, an employee of a company, and as a person can all help in that endeavor.

I’m not suggesting you can’t or shouldn’t have a private life that is actually private. But if you don’t want your prospective customers knowing your stance on a political issue, a family situation you’re facing or take offense at your secret love of all things Hello Kitty – then never, ever post about it online. Anywhere.

But stop artificially separating the two halves of you. It was probably never a good idea but in today’s world, it’s not only impossible but it feels very inauthentic. People want to do business with people they know, like and trust and that isn’t just about 50% of you.

Whether you are a geek freak, a Greek freak or a chic freak – let your flag fly and let it draw like-minded people to you and your business.

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