Ready Aim Fire or Ready Fire Aim

When it comes to bringing a new process to market, people generally fall into one of two camps: meticulous planning, testing, re-planning, and re-testing; or getting it out there whether it’s ready or not. Knowing your strategy when it comes to implementing customer experience initiatives will help you overcome the drawbacks of the strategy to… Read More

The Case for a Global Agent

The term ‘global agent’ can be used to describe a customer service rep that can help with any type of inquiry. A global agent is versed in support, sales, billing, and so on. A customer service model that utilizes global agents can still support some groups that handle specialized problems, but for day-to-day service, one… Read More

Survey Design: Part 3

SURVEY INTERVALS How often should you send surveys? The answer can be quite complicated, but I’ll try to keep things simple here. The survey interval discussion has two main facets: how often you send surveys in general (daily, monthly, annual process) and how often you survey the same customer. How often you send surveys in… Read More

Survey Design: Part 2

STANDARD QUESTION SUGGESTIONS & QUESTION SCALE Net Promoter Question or Likelihood to Recommend – “How likely are you to recommend X to a friend or colleague?”  This question makes more sense when you know the customer has had enough of an experience with your company to make a recommendation. This question gives you a sense… Read More

Survey Design: Part 1

Here are some quick, simple tips to use when evaluating your customer satisfaction survey design. This is Part 1 of 3 that covers ideas on What to Ask and How to Ask It.   WHAT TO ASK You should seek information that you can act on. Think about what you will do with the information… Read More

Customer Experience Recipe

If you know there’s something that you want to accomplish that will really impact the customer experience, but you’re stuck on how to get it done, here’s a different approach. Plan out a CX objective by designing it like it’s a recipe. Start with the beautiful picture of your finished product that will entice you to… Read More