www.ClearActionCX.com
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 ÷ 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 ÷ 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: [email protected]
  • 22. [email protected] tel +1 408 687 9700 Lynn Hunsaker ClearAction company/clearaction-llc +ClearActionCXO CustomerExperienceOptimization