Latest / Customer Service Revolution | Customer Experience & Employee Experience for Business Leaders / 210: The Power of Customer Experience Action Statements
Transcript
- 0:58Hey, revolutionaries, welcome back to the customer service revolution podcast with John DiJulius How are you, John?
- 1:06I am great.
- 1:07How are you, Denise?
- 1:08Fantastic, fantastic.
- 1:10It's a nice summer day.
- 1:12The sun is shining.
- 1:14Flowers are in bloom.
- 1:15It's a good time to be in Cleveland.
- 1:17Are you in Cleveland?
- 1:18I am, I am for a few more days and I'm out of the country next week.
- 1:22um I get to, don't have to.
- 1:26Well, I guess I have to because, you know, contracture I have to, but you know, they'll have to versus get to.
- 1:32Montego Bay, Jamaica.
- 1:34Working with one of our favorite clients, Sandals.
- 1:38Coincidentally,
- 1:39I don't know you knew that and this is how you led me there, creating their customer experience action statement in pillar and never's and always and day in the life.
- 1:47Customer Experience Action Statement.
- 1:50All right, tell a little bit about what that is, why it's important.
- 1:55it's everything.
- 1:56I, it's where we start with it, with a client, like, like we start with the day in the life.
- 2:00you know, we do this all together because you almost need the day in the life of a customer video to understand why.
- 2:09You should execute the customer experience action statement.
- 2:13So the customer experience action statement is what each and every employee should intentionally be doing.
- 2:19Every time they interact with someone else, obviously their customer, client, guest, tenant, patient, whoever, know, whatever you call your customer, but you should be doing
- 2:28it to each other.
- 2:29The stranger, the UPS man that is making deliveries.
- 2:32It's it's, know, and, you don't want it too big.
- 2:36Like changing people's lives because it has to be capable of happening.
- 2:41in the smallest of, I'm calling you up just to see what time you're open today.
- 2:46I know know one probably does that anymore because you find that out on your phone.
- 2:50but whatever the, you know, I ask you where the restroom is.
- 2:53If I'm on your property, you want it to, to, to, you know, suffice the simplest, shortest interaction to the biggest, largest, you know, 45 minutes, three hours.
- 3:06Um, and so.
- 3:07It's about messaging.
- 3:09It's drawing a line in the sand.
- 3:11It's my favorite, favorite thing we do.
- 3:13I love all the things we do, but this changes the culture.
- 3:18This is transformational.
- 3:21I think it's the favorite thing our clients experience.
- 3:25A lot of times they think it's fluff.
- 3:27We have isms and credos or sayings.
- 3:33This isn't anything like that.
- 3:34Yeah, so a company has a mission statement.
- 3:37have a purpose statement.
- 3:39They have core values.
- 3:40They have isms.
- 3:41Really, why do you need?
- 3:43How is it different?
- 3:44Yeah.
- 3:45Yeah.
- 3:45And I'm the same with like, my God, we have so many.
- 3:49I know.
- 3:50Right.
- 3:51Something else that the employees don't remember.
- 3:53Right.
- 3:54And listen, as an entrepreneur who started three businesses, I love my mission statements, my purpose statements, our core values.
- 4:06And I could bore you with, you know, the Di Julius group.
- 4:09is to change the world by creating a customer service revolution.
- 4:13And we have a definition for that.
- 4:15But, and if you go up to any of my, our 150 employees in the three organizations and you ask them what the mission statement is or the purpose statements are, I guarantee you,
- 4:26unless the person that trains on them, I guarantee you, know one can say them verbatim.
- 4:30And I'd be annoyed and say, Denise, that was half our mission statement and half one of our core values, right?
- 4:36But I'm okay with that.
- 4:37The only thing my employees better know verbatim is the customer experience action statement or the client experience action statement.
- 4:45And the reason why is any company's mission statement is really who they want to be when they grow up as a company.
- 4:52We want to be the number one financial institution, blah, blah, blah.
- 4:56But what's that mean?
- 4:57Key banks, they want to be the number one best bank, I'm butchering it, mission statement in the US.
- 5:03Okay, great.
- 5:04But if you're the teller, what does that mean to you?
- 5:07If you're the loan officer, what does that mean to you?
- 5:09It's not actionable.
- 5:11And it's not supposed to be.
- 5:12Purpose statement.
- 5:13Key banks is we want to help
- 5:15our clients and communities thrive.
- 5:18It's a great purpose statement.
- 5:20New Day's USA, they serve veterans, mortgages, loans.
- 5:24Theirs is to, help our veterans achieve the American dream.
- 5:29And I'm totally butchering it because they've allowed us to serve the veterans.
- 5:33you know, because they've served up.
- 5:35I totally butchered it.
- 5:36But it's awesome.
- 5:36But it's not actionable.
- 5:38So Starbucks originally was to inspire and nurture the human spirit, one person, one cup, one neighborhood at a time.
- 5:45That's great, but that's not measurable.
- 5:47If you come in and I'm the barista and you order your drink, Venti Soilate, and I give it to you within 90 seconds with a smile, right?
- 5:54Which is a great experience, know, from that standpoint.
- 5:57you know, did I inspire and nurture human spirit?
- 6:00Probably not.
- 6:01but that's now the difference of the customer experience action statement.
- 6:06When you do that, whatever that is, and let's take the most generic statement, make, make customers happy, right?
- 6:13And that's not a good one, but, that, you know, let's say that if I can achieve that in every interaction today that I come in contact with someone.
- 6:21Then over the course of time, 200 positive visits, a couple of years, the Starbucks one to inspire and nurture the human spirit, one person, one cup, one day, every time.
- 6:31That gets achieved.
- 6:33Like I'm a Starbucks, that's a brand I can't live without for 20 years.
- 6:37They've done that for me cumulatively.
- 6:39I don't know if they ever did it for me one time, but that's how we achieve the mission and purpose is by.
- 6:46consistently, intentionally delivering the customer experience action statement.
- 6:51So how do you create one?
- 6:53What's the structure of one?
- 6:54So again, replace the word customer with whatever you call them, guest, client, patient, experience, action statement.
- 7:01The statement itself is what each and every employee has to do.
- 7:06And then there's three pillars.
- 7:07That is the how.
- 7:09So again, make customers smile, make customers happy.
- 7:13You know, that's what you have to do today.
- 7:15Anyone you come in contact, whether it's an email, phone call, face to face.
- 7:19That's what it, but it's still, that's not enough.
- 7:22Okay.
- 7:22How do I make customers happy?
- 7:25Well, then you go to the three pillars, which are so important.
- 7:28one of the pillars stands for your expertise.
- 7:31That however I'm dealing with you, you might be the call center.
- 7:34You might be technical support.
- 7:36You might be a my account executive.
- 7:38You might be my hairdresser, whatever it is.
- 7:40No one is smarter than you at your position.
- 7:43You're educated, you're professional, you're consistent, you're operationally excellent, blah, blah.
- 7:49But let's go back to the Starbucks experience.
- 7:51If I go in and order my Vente Soy Latte, now it's a Vente Mango Dragon Refresher with a water-based, not lemonade.
- 7:59Gotta say that.
- 8:00Okay, so let's say I order that and I get it exactly I ordered it in 90 seconds from a barista with an attitude, right?
- 8:08That doesn't work.
- 8:09That's not gonna make me loyal to Starbucks or pay the prices, make price irrelevant.
- 8:16So that's why the second pillar comes in, which is how we make the customer feel.
- 8:21intentionally, right?
- 8:23You know, that they're not next, they're not 201B, my 1030, the Vente refresher with a water base.
- 8:31That's the transactional side.
- 8:33However, just doing that, if I get, you know, if I come into, you know, my local Starbucks here in Aurora and they're like, Oh, John, how's your three boys?
- 8:43Where you been traveling to?
- 8:44do know, Venti, mango dragon refresher with a water base, right?
- 8:50Love all that, right?
- 8:51That's that middle pillar, how they made me feel.
- 8:53But if every time I take a sip, it's like Russian roulette, they didn't get it right.
- 8:58It's not mango dragon, or I know it's not a water base, it's lemonade, because it's so sweet.
- 9:03I don't want that.
- 9:04I want both.
- 9:05I want someone that makes me feel like a human being, not next, not a transaction, is present.
- 9:11I feel seen and heard.
- 9:12And I want their excellence at their job.
- 9:15Right?
- 9:16So whatever that looks.
- 9:16And then the third pillar.
- 9:18So the first two have to happen every time.
- 9:20Be brilliant at the basics, operationally, expertise.
- 9:23The second pillar make me feel.
- 9:26like a human being and that you care about me and it's not just a transaction.
- 9:29The third pillar is the above and beyond pillar.
- 9:33When opportunity presents itself.
- 9:35know, in the Starbucks world, it might be that, you know, a little girl, you got her hot chocolate and she dropped it.
- 9:41So Starbucks, above and beyond pillars called own.
- 9:44And that barista could say,
- 9:46Here's another one.
- 9:47Instead of saying, well, I did not get out of her hand.
- 9:49Or if I take a sip and I have that funny face, funnier than normal, and they are encouraged to read that and say, is that not what you wanted?
- 9:58I'd be happy to make it again.
- 10:00Right?
- 10:00That's owning the experience.
- 10:02if you have a huge to-go order, help you carry it out to your car.
- 10:06the above, not everyone needs it.
- 10:07And we don't even want the resources to do that to everyone.
- 10:12But when you know, if you're paying attention, you know, capitalize on that opportunity.
- 10:16Okay, let make sure I've got this right.
- 10:17You have your overarching customer experience action statement, and then it's upheld by three pillars, always three pillars.
- 10:26Yeah.
- 10:26Always three pillars.
- 10:27One company did four and a couple of years later, they reduced to three.
- 10:32There's magic in three.
- 10:34We remember three.
- 10:36Psychologically, scientifically, there's magic in three.
- 10:39The moment you introduce a fourth to anything, you forget most of them.
- 10:44It's so weird.
- 10:45You can remember three, but the moment you introduce four, now I don't remember, you know, maybe two.
- 10:49And the three pillars are the expertise.
- 10:53the human interaction, and above and beyond.
- 10:59And that's not what we call them.
- 11:00Can you give some examples of some different ones?
- 11:03Yeah, so I'm going throw it back to you.
- 11:05What's the DiJulius Group's customer experience, action statement, and three pillars?
- 11:10Carpe momento.
- 11:12No more.
- 11:14Seize the moment.
- 11:15Okay.
- 11:15And what's the three pillars?
- 11:16The three pillars, the first one is know more.
- 11:19So be the expert in customer experience.
- 11:22So let's talk about that.
- 11:23Lindsay, who's our superwoman admin invoicing, you know, account, accounting for us and our client concierge, right?
- 11:34She, we don't expect her to know what, you know, the consultants know from consulting, but.
- 11:41No one better be smarter at Lindsay at getting a client what they need for an upcoming workshop, or if they're attending our academy or whatever that is, no one better know more
- 11:52than her.
- 11:54And right.
- 11:56I always say if a client reaches out and says, does John have handouts for this workshop or can we get his bio and introduction or headshot?
- 12:05We're not doing our job.
- 12:06Right.
- 12:06She knows, cause it doesn't change from client to client, keynote to consulting what they need.
- 12:13And if they're asking, and she's unbelievable, she's the role model of, of, of living this, but know more in this case, our first pillar, you know, doesn't mean we all know the
- 12:24same.
- 12:24can't what you know, I don't know what Lindsay knows.
- 12:28I don't know what me and Dave and the other consultants know, you know,
- 12:32You know, Lindsay probably, she probably could by now, but you know, that's, know, like, like the call center at John Robert's spa, they don't know how to color your hair, but
- 12:42they better know how to educate you on how much time you're going to need, what it's going to cost so you can plan your day and who to get you in with the right person.
- 12:50So Carpe Memento, know More is the first one.
- 12:53Our second one?
- 12:53The second one is Care More.
- 12:55The last one is...
- 12:57Give more.
- 12:58last one is give more.
- 12:59Which means what to you?
- 13:01Give more than they expect.
- 13:03Do more, give more than the client, whoever you're interacting with, more than they expect.
- 13:08Yeah, and we've learned this from our clients.
- 13:10The iteration, know more, care more, give more is really easy to remember.
- 13:16And one of my favorite ones was working with Superior Glove, which is a manufacturer out of Canada, go Canada.
- 13:24And their three pillars.
- 13:26was know it, show it, own it.
- 13:28And it should be obvious when you roll it out.
- 13:31don't make it obvious.
- 13:31mean, you don't assume it's obvious.
- 13:33But every time we've shown that, we did that with them about 15 years ago, maybe longer.
- 13:38Every client wants to steal those.
- 13:40They're so good.
- 13:41They were again listed as one of Canada's top managed companies, best managed companies for over, how many, it's over a decade consecutive years.
- 13:52Yeah.
- 13:53Key banks, since we talked about their, so their mission to be the best bank in the U S their purpose is we help our clients and communities thrive, but their client experience
- 14:03action statement for the branches and call center is make every moment matter.
- 14:08And the how I love theirs.
- 14:10Head heart hero, head heart hero head is, curious.
- 14:14Illuminate, inspire, but basically, know your job, whatever you're dealing with financially in that role, the teller, the loan officer.
- 14:22The middle one to how you make them feel is heart, and it's actually an emoji of a heart.
- 14:28Care, connect, trust.
- 14:30That's where you find out they're forward.
- 14:31Family, occupation, recreation, and dreams.
- 14:34Slow down.
- 14:35Don't just take their deposit.
- 14:37give them the receipt and move on.
- 14:38And then the third pillar, the above and beyond pillar is hero.
- 14:41That's, you know, be empowered, relentless, wow.
- 14:45Whatever that, you you need to go out and brush off someone's snow, because it's snowing bad.
- 14:50And it's an elderly woman.
- 14:51But here's the thing with the, you so had heart hero, the middle one is the emoji of a heart.
- 14:58And it was, when we were doing this and Kevin Sloan on a
- 15:02I'm not sharing any insider information here.
- 15:10When we were creating this in the customer experience action statement workshop,
- 15:14They had love as the word.
- 15:16And that just, they got into a huge debate.
- 15:19We're a bank, you'll lose 50%.
- 15:23know, traditional bankers and the mindset, old school.
- 15:28I KeyBank just celebrated their 200th anniversary.
- 15:32And then there was another camp.
- 15:34arguing we need to evolve.
- 15:36We need to be an anti-bank and there's nothing wrong with the word love.
- 15:41And we should love, you know, who are doing it with, who are doing it for, who are, you know, all those things.
- 15:46So it was funny.
- 15:48They compromised on the emoji, the heart emoji and took out the words love.
- 15:54And then you can kind of infer how you take that, the heart.
- 15:58So, you they thought they'd lose the left, you know, whatever, you know, the side to, you know, the old school traditional banker.
- 16:07So I love it.
- 16:08A head heart hero.
- 16:10So it's another easy one to remember.
- 16:12That's a good one.
- 16:12I like it.
- 16:13So what's the best way for people to get started creating?
- 16:16Their action statement.
- 16:19Obviously, DiJulius Group does the best job.
- 16:22We're probably one of the few companies ever that does this.
- 16:29So work with the DiJulius Group.
- 16:30Next up is there's a whole chapter dedicated in the customer service revolution.
- 16:36We spend a day on this of the 12 days in the customer experience executive academy that people come to.
- 16:44We take 25 a year.
- 16:47They come to Cleveland every quarter for three days for 12 months.
- 16:54And this is one of the days teaching them how to go back and facilitate this.
- 17:01and how to market it and how to keep it top of mind awareness.
- 17:05And if you haven't listened to the Kevin Sloan interview with KeyBank, that was the major point of me interviewing him.
- 17:14And he had been on two, three years ago because they did such a good job with their client.
- 17:21They call it Moments Matter.
- 17:23That's kind of the project, Moments Matter.
- 17:25And they did such a great job with the day in the life.
- 17:28They did a day in the life of a team member.
- 17:29They did a day in the life of a client and they did everything.
- 17:32They did all our methodology and they did such a great job with it.
- 17:35And that's what he was on two years ago.
- 17:38Well, the reason why I wanted him on that he was just on maybe at the end of May, maybe it was the beginning of June was because how they've kept this going.
- 17:50Very few clients,
- 17:52are able to keep the momentum, right?
- 17:54And I always say, achieving world-class status, well, it never happens, but this is not a ribbon cutting ceremony where we're not done.
- 18:02You just have to, progress, not perfection.
- 18:05And they've done such a great job of Toma, top of mind awareness, and how they advertises the micro learning, how they advertise a piece.
- 18:14Maybe this week they're going to advertise the head pillar, your expertise.
- 18:19Maybe next week they're just going to focus on the hero pillar and say, here's an example of someone who is a hero for a client to inspire people to think about that.
- 18:27And they just do such a good job of keeping this front, a top of mind awareness, mind share, fighting for mind share that five years later they're still.
- 18:41You know, it's just still as powerful as it was the, you know, in the first 12 months they rolled it out.
- 18:45Is that what makes it successful that they keep it top of mind?
- 18:50Otherwise it's a waste of time.
- 18:52It really is.
- 18:53know, we have a, I think a podcast and articles and stuff.
- 18:57The six things, steps to a successful launch.
- 19:01And, and, you know, the first one is, is create the system, right?
- 19:06Create it, whatever the...
- 19:07customer experience, action statement, the customer experience, whatever it is, whatever are the commandments, the zero risk service recovery, whatever your system that you are
- 19:15creating, that's easy to do.
- 19:16We sit in a room and we get some smart people together and we create that system.
- 19:22The second step is we launch it.
- 19:24However we launch it, we get everyone together, all franchisees together, all GMs, we do it on Zoom.
- 19:31We teach them how to launch it.
- 19:33You know, to their teams, that's easy.
- 19:36it's, you know, it's, a firework show.
- 19:39It's exciting.
- 19:40People leave pumped, but that's usually where it drops off.
- 19:43The third one is that we have, you have to certify it just because, you know, you were as an employee forced, told to watch this, sit through this training doesn't mean you.
- 19:56paid attention or bought into it.
- 19:58So certifying is a couple of things that I can look at your department or your location and say, Denise, you're 12 people.
- 20:05Only eight of them have watched the, our, our customer experience action statement launch, whatever that is.
- 20:12Hopefully you're not watching it, but you're doing it.
- 20:14But then the second part to that, that certification is of the eight who passed it.
- 20:20who memorize it, who can answer it on the spot.
- 20:24The fourth one is the accountability piece that we're measuring that's actually being done and executed in real person.
- 20:32The fifth is what's the impact on the client, customer?
- 20:35Is it moving the needle?
- 20:37And then the sixth stage is sustaining it.
- 20:39And where I talk about what KeyBank did.
- 20:42doing it for every new employee, the training, refreshing it.
- 20:46And that's really what the Kevin Sloan thing is, how well they refresh it and they train to it.
- 20:52Years ago, remember, I think it was Ritz Carlton had a credo card that would have the most important things, ladies and gentlemen, serving ladies and gentlemen.
- 21:01How are companies using something like that for a customer experience action statement?
- 21:07Yeah.
- 21:07So, you know, we still do the credo card.
- 21:10A lot of our clients do with the customer experience action statement, the three pillars.
- 21:15And then she's the never's and always on the inside, the customer bill of rights that we call them.
- 21:20But I do believe that, you know, digitizing it is probably more popular.
- 21:25So putting in a place that the employee will see it.
- 21:28We don't want the customer to see it.
- 21:30It's not something you advertise to the customer.
- 21:32It's not something like your mission statements and core values you put on the website.
- 21:35And that's why for over 12 years, after we helped Starbucks create that, theirs, it was on the inside of their green apron.
- 21:42Because it wasn't for the customer guests to see, was for the employee to be reminded of.
- 21:46But a lot of our clients on their computers, it'll be their screen saver.
- 21:50Make every moment matter, right?
- 21:52Had a heart hero.
- 21:53It'll be, you know, an employee break room.
- 21:56It'll be, you know, we worked with Domino's.
- 21:59Theirs was they all have to wear a baseball cap at Domino's.
- 22:04It was on the inside of the baseball cap bill that, you know, when you're putting it on, you're going to be reminded.
- 22:11So, you know, it should be on your app and any internal communications.
- 22:16It's really cool.
- 22:17I didn't know this, but John Roberts, our salon.
- 22:20that I'm not involved day to day, they do a really good job of branding.
- 22:24Their customer experience action statement is to be the best experience.
- 22:31It used to be to be the best experience of our guest day.
- 22:35And it's similar to the DiJulius groups.
- 22:38Know more, love more, give more.
- 22:41Okay.
- 22:41They made one change.
- 22:43They change it from the best experience in guest day to others day.
- 22:47So it applied to each other, employee and employee.
- 22:50It applied to, again, the UPS man or stranger, whoever.
- 22:55But they do a really good job like KeyBank of branding it.
- 22:58And it's on everything.
- 23:00And when they do their shout outs, I want to tell you how Denise was the best experience in this guest day.
- 23:08They're caught you doing some right cards.
- 23:11Now have, you know, caught you being the best.
- 23:14They're know longer caught you doing something right, caught you being the best experience in someone's day or others day.
- 23:19So, you know, how you can advertise that is really important.
- 23:24Very nice.
- 23:24I like.
- 23:25Yeah, yeah.
- 23:26Ashley from John Roberts just does an incredible job.
- 23:29She's great.
- 23:29She is.
- 23:30OK, so in the show notes, I'm going to put a link to the six steps to a launch that you talked about, as well as the customer service revolution book, because there are
- 23:41instructions there in how people have created a customer experience action statement.
- 23:46I'm going to put information for the membership, because
- 23:50stream membership.
- 23:51the live stream membership because there is going to be a day, a day in the life, because there is going to be a customer experience action statement, live workshop that will be
- 24:01coming up next year.
- 24:02But there are good ones coming up this year.
- 24:04Every quarter there's a new one.
- 24:06I will put information about the customer experience executive academy, information on how to get ahold of Claudia if you would like to do a workshop with your team and have John.
- 24:17or Dave, have one of the consultants come out and facilitate that for you.
- 24:20um
- 24:23customer, whether we do it for you or you do it, the customer experience, action, statement and pillars are a game changer.
- 24:28They ignite your revolution.
- 24:30It's, it's you drawing a line in the sand that we are going to be obsessed about the experience we deliver to anyone.
- 24:38And this isn't going away.
- 24:39It's not flavor of the month program of the year or management by bestseller.
- 24:42Thank you.
- 24:43Anything else you want to add about the customer experience action statement, John?
- 24:46No, but I did have a thought because we've talked about recently the kindness revolution and just, you know, this is all about, I'm sorry, kindness recession on our last podcast.
- 24:58We talked about because the unhappiness of people in the U.S.
- 25:03is we are lonelier and unhappier and studies have shown that we're dropping.
- 25:08So.
- 25:09I had something happen recently that made me think of it.
- 25:15And I don't know who taught me this or I heard it.
- 25:18It's kind of common sense, it doesn't, at least for me, it's not common.
- 25:22A popular athlete, not professional, but an Olympian who was a teammate of my son's, who's been to my house.
- 25:33has slept over, I've actually done training for his business, wrestling clinics, got into some trouble all over the news, all over social media.
- 25:49it's just funny how people turn and...
- 25:59And so I don't know what made me, you know, reminding me of this, but I just reached out and said, you know, hang in there.
- 26:06You'll get through this.
- 26:08and you'll be better for it.
- 26:09And then I sent it to my kids.
- 26:11cause I just wanted to remember, I think this is something we forget about and I'm sure I have.
- 26:15We're always there for, know, when people are going through good times, you know,
- 26:19Olympic champion and now we're all in line.
- 26:23But when they go through struggles, we disappear.
- 26:28I just wanted to, because I'm sure he's in a dark place right now.
- 26:34So I just think it's important that friends, acquaintances, family, that's when we show up.
- 26:39not necessarily just when they hit their great accomplishments and they become the CEO or whatever it is.
- 26:45That's it.
- 26:46Yeah, I think that's great advice.
- 26:47reach out to someone today that you think might not be having the best day.
- 26:52Yeah.
- 26:52a little, share a little light.
- 26:54Be kind.
- 26:55All right, revolutionaries.
- 26:56Thank you, Denise.
- 27:00All right.