Brand Evangelists Make You More Money

GUEST POST from Art Inteligencia

It’s important to differentiate between a “brand evangelist” in a business context, and an “evangelist” in a religious context. When discussing how companies make money, we’re focusing on the business role.

A brand evangelist is more than just a customer or advocate; they are passionate champions who actively promote a company’s products or services through genuine enthusiasm and personal connection. Unlike traditional marketers, they operate from a place of authentic belief, sharing their positive experiences and advocating for the brand within their own networks and communities. Their role is to ignite excitement, build trust, and foster a sense of belonging, ultimately driving brand loyalty and organic growth.

Here’s how hiring a brand evangelist can boost a company’s revenue:

Increased Brand Awareness: Evangelists create buzz and excitement, expanding the brand’s reach to new audiences.
Enhanced Customer Loyalty: They build strong relationships with customers, fostering loyalty and repeat business.
Improved Product Adoption: Evangelists effectively demonstrate the value of a product, driving adoption rates.
Positive Word-of-Mouth Marketing: They generate authentic recommendations, which are more persuasive than traditional advertising.
Community Building: Evangelists cultivate communities of passionate users, increasing engagement and advocacy.
Valuable Feedback and Insights: They gather customer feedback, providing valuable insights for product development and improvement.
Sales Enablement: Evangelists can support sales teams by providing expert product knowledge and building customer trust.
Content Creation: They create engaging content, such as blog posts, videos, and social media updates, that attract and retain customers.
Event Participation: They are able to represent the company at events, and conferences, generating leads and making connections.
Influencer Marketing: They act as influencers, or they create relationships with other influencers, that can help to broaden the companies reach.

In essence, a brand evangelist’s role is to create passionate advocates for a company’s products or services, which ultimately drives revenue growth.

Quantifying the Return on Investment (ROI) of a Brand Evangelist

It’s true that precisely quantifying the ROI of a brand evangelist can be challenging, as their impact often intertwines with other marketing efforts. However, there’s strong evidence supporting their positive influence on business outcomes. Here’s a breakdown:

Key Factors Contributing to ROI:

Word-of-Mouth Marketing: Studies consistently show that consumers trust recommendations from friends and family far more than traditional advertising. Brand evangelists are powerful generators of this authentic word-of-mouth. This translates to increased brand credibility and customer acquisition, which directly impacts revenue.
Increased Customer Lifetime Value: Evangelists foster deep customer loyalty. Loyal customers are more likely to make repeat purchases, spend more, and remain customers for longer periods, thus increasing their lifetime value.
Reduced Marketing Costs: By generating organic buzz and referrals, evangelists can reduce the need for expensive advertising campaigns.
Enhanced Brand Perception: Positive advocacy from evangelists strengthens brand reputation and credibility, which can lead to increased customer trust and willingness to pay a premium.

Evidence and Supporting Points:

Trust in Recommendations: Research indicates that a significant percentage of consumers place high trust in recommendations from people they know. This underscores the value of evangelists who provide those trusted endorsements.
Referral Impact: Data shows that referred customers often have a higher lifetime value than those acquired through other channels. This highlights the financial benefit of evangelist-driven referrals.
Social Proof: In the digital age, social proof is crucial. Evangelists provide that social proof by sharing their positive experiences on social media and other platforms.

Challenges in Measurement:

Isolating the precise impact of an evangelist from other marketing activities can be difficult.
The effects of evangelism may be long-term and cumulative, making it challenging to measure immediate ROI.

While a precise, universally applicable ROI figure may be elusive, the evidence strongly suggests that brand evangelists contribute significantly to positive business outcomes.

Hiring a Brand Evangelist:

Hiring a successful brand evangelist requires careful consideration. Look for individuals who are genuinely passionate about your product or service and possess strong communication and interpersonal skills. They should be authentic, relatable, and able to build genuine connections with your target audience. Focus on candidates who:

Demonstrate a deep understanding of your brand’s values and mission.
Have a proven track record of building and engaging communities.
Are active and influential on relevant social media platforms.
Possess excellent storytelling and presentation abilities.
Show a genuine desire to help others and provide value.

Identifying Potential Evangelists on LinkedIn:

Search and Analysis:
- Use LinkedIn’s advanced search to identify relevant individuals.
- Analyze profiles for:
  - Consistent, positive engagement with your content.
  - Participation in industry discussions.
  - Valuable content sharing.
Employee Advocacy:
- Empower employees to be brand evangelists.
- Provide content, guidelines, and training.
- Recognize and reward their efforts.
Influencer Identification:
- Identify industry influencers aligning with your brand.
- Engage with their content and build relationships.

For more information on the different types of evangelists and how to hire them, please be sure and check out Braden Kelley’s previous articles on the importance of evangelists to your success (who, by the way, would make a great evangelist if you can lure him away):

Image credit: Pexels

Content Authenticity Statement: Usually I use Open AI Playground, but today I was feeling rebellious and decided to use Google Gemini to create most of this article instead.

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Unlocking Trapped Value with AI

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Unlocking Trapped Value with AI

GUEST POST from Geoffrey A. Moore

Anyone who has used Chat GPT or any of its cousins will testify to its astonishing ability to provide valuable responses to virtually any query. This is hardly a threat—indeed, it is a boon. So, what are we worrying about?

Well, there is the issue of veracity, of course, and it is true, GPT-enabled assistants can indeed make mistakes. But, come on—humans don’t? We are not looking for gospel truth here. We want highly probable, highly informed answers to questions where we need guidance, and it is clear that GPT-enabled applications are outstanding at meeting this need, for at least three reasons. They are remarkably well-informed. They are available 24/7 on demand with no hold time. And they have infinite patience. So, let’s not kid ourselves. We are massively better off for their emergence on the scene.

What we should be worrying about, on the other hand, is their impact on jobs to be done, employment, and career development. A simple way to think about this is that for any of us to earn money, we have to release some form of trapped value. A bank clerk helps a customer get access to the trapped value in their savings account. A bus driver helps a passenger cope with their trapped value by transporting them to the location where they need to be. A lawyer helps a client get access to trapped value by constructing a contract that meets their needs while protecting against risk. A teacher helps a student access trapped value by helping her solve problems she couldn’t handle before. The principle applies to every job. All systems have points of trapped value, and all jobs are organized around releasing and capturing that value.

Now, let’s introduce generative AI. All of a sudden, a whole lot of trapped value that funded a whole lot of jobs can now be released for free (or virtually for free). Those jobs can be protected in the short term but not forever. In other words, the environment really has changed, and we must assess our new circumstances or fall behind. This is Darwinism at work. Evolution never stops. It can’t. As long as there is change, there will be dislocation, which in turn will stimulate innovation. That’s life.

But here’s the good news. The universe can never eliminate trapped value, it can only move it from place to place. That is, there are always emergent problems to solve, always new opportunities to capitalize on, because every system always traps value somewhere. What Darwinism requires is that we detect the new value traps and redirect our activity to engage with them.

Publicly funded agencies sometimes interpret this as a mandate for training programs, but we have to be careful here. Training works well for disseminating established skills that address known problems. It does not work well, however, where the problems are still being determined and the skills are as yet undeveloped. Novelty, in other words, demands creativity. It is simply not negotiable.

Getting back to the impact of generative AI, we should understand that it is an advisory technology. It is not automation. That is, it is not eliminating the need for human beings to make judgment calls. Rather, it is accelerating the preparation for so doing and framing the options in ways that make decision-making more straightforward. By solving for the old value traps, it is giving us the opportunity to up our game. It’s our job to step up to add net new value to the equation.

The best way to do this is to ferret out the emerging new value traps. Who is the customer now? What is the bottleneck that is holding them back? How could that bottleneck be broken open? What is the reward for so doing? These are the fundamental questions that drive any business model. We know how to do this. It’s just that we have been riding on the inertia of the past set of solutions for so long we may have atrophied in some of the muscles we need now. One thing we need not worry about is the universe running out of trapped value. If you are ever in doubt, just read the day’s headlines and be reassured. The world needs our help. Any tool that helps us do our part better is a blessing.

That’s what I think. What do you think?

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Your Innovation Team Doesn’t Have to be Dead

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Your Innovation Team Doesn't Have to be Dead

GUEST POST from Robyn Bolton

When times get tough, the first things most companies cut are the “luxuries.” That includes their innovation teams. But as companies dismantle their labs, teams, and other structures, a crucial question emerges: Who’s working on growth?

Cutting innovation teams doesn’t just cut a branch off the org chart, it eliminates capabilities that are fundamental to sustaining and growing a business and culture.

So why throw the baby out with the bathwater? Here’s a scenario that might sound familiar: Your innovation team created something brilliant. The prototype works, early users love it, and the business case is solid. But six months later, its gathering dust because no one in the core business knew how to – or wanted to – take it forward.

This isn’t a failure of innovation. It’s a failure of integration.

Wait, I thought integrating innovation with the core business was bad

The traditional innovation team structure – a separate unit with its own space, processes, and culture – solved one problem but created another.

As innovation teams were given the freedom to think differently, they were also given shiny, new, fun, and amenity filled spaces cordoned off from everyone else. Meanwhile, “everyone else” was stuck in their usual offices and doing the usual things that keep the business running and, apparently, fund the innovation team’s luxe life.

The resulting Us vs. Them mentality fueled resentment that made it easy for “everyone else” to stonewall the innovation team’s efforts by pointing out flaws, uncertainties, and risks.

To be fair, they weren’t doing this to be mean – they were protecting the business. The innovators, meanwhile, grew frustrated, sought help from higher-ups who were happy to help until times got tough and cuts had to be made.

So, one team should work on both innovation and the core business?

Just like we need multiple words to describe the what and why of innovation, we need different operating models that embed innovation capabilities across the organization while protecting the space for them to flourish.

Here’s what it looks like:

For Core Improvements: Let your operational teams lead. They know the problems best, but give them innovation tools and methods. Think of it as equipping your existing workforce with new superpowers, not replacing them with superheroes.
For Adjacent Expansions: Create hybrid teams that mix operational experience with innovation expertise. When expanding into new markets or launching new products, you need both the innovative mindset and the operational know-how. Neither alone is sufficient.
For Radical Reinvention: You still need dedicated teams – but not isolated ones. Their job is to create offerings that reinvent the company and the culture that enables everyone to be part of the reinvention. Establish bridges that connect them with business units and enforce quarterly meetings to share progress, insights, and tools.

This isn’t theory.

Companies like Amazon have been doing this for years with their “working backwards” innovation process that’s used by all teams, not just a special innovation unit. When I worked at P&G, the brand teams worked on core improvements, the New Business Development teams (where I worked) physically sat next to the brand teams and worked on Adjacent expansion, and the radical reinvention teams were co-located with R&D at the technical centers.

Put it into practice

Here’s where to start:

Map your innovation portfolio to understand what types of innovation you need to hit your goals
Match your team structures to your innovation types
Start embedding innovation capabilities across the organization
Create clear paths for innovations to move from idea to implementation

The transition isn’t easy. It requires rethinking roles and reimagining how innovation happens in your organization. But the alternative – watching your innovation investments evaporate because they can’t cross the bridge back to the core business – is far more painful.

What’s your experience? Drop your stories and strategies in the comments. Let’s figure this out together.

Image credit: Pexels

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Ten Reasons Every B2B Company Needs an Evangelist

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by Braden Kelley and Art Inteligencia

The importance of evangelists in organizations around the world is often misunderstood or underestimated, and too few organizations have made the incredibly rewarding investment into one or more of the valuable types of evangelists – who are particularly valuable in B2B organizations for reasons I hope will be obvious by the end. Let’s set the stage.

An evangelist in a B2B company is a passionate advocate for a brand, product, service or innovation. Their role involves spreading the word about the company’s offerings, building relationships, and inspiring others to become customers or supporters. They are often seen as the face of the company, engaging with the community, attending events, and creating content to promote the brand. So, without further delay, let’s look at the top ten reasons every B2B company needs an evangelist:

Increased Brand Awareness: Evangelists help spread the word about the brand, reaching new audiences and increasing visibility.
Improved Reputation: Having passionate advocates can enhance the company’s reputation and build trust with potential customers.
Higher Customer Loyalty: Evangelists are often the most loyal customers, and their enthusiasm can inspire others to stay loyal as well.
Cost-Effective Marketing: Evangelists can provide valuable marketing support without the high costs associated with traditional advertising.
Enhanced Customer Relationships: Evangelists build strong relationships with customers, providing personalized support and fostering a sense of community.
Increased Sales: By promoting the brand and its products, evangelists can drive sales and generate leads.
Valuable Feedback: Evangelists often provide insightful feedback on products and services, helping the company improve and innovate.
Thought Leadership: Evangelists can position the company as a thought leader in the industry, sharing expertise and insights.
Employee Morale: Having a dedicated evangelist can boost employee morale by showcasing the company’s strengths and successes.
Competitive Advantage: A strong evangelist can differentiate the company from competitors, highlighting unique selling points and creating a loyal customer base.

Finding an Evangelist to Hire

If your B2B company doesn’t already have at least one evangelist (see the five types at the bottom), there is no better time than the present to make that first hire, or to hire additional types of evangelists to maximize your success. There is nothing wrong with hiring an evangelist from outside, especially when you don’t want to pull existing employees out of roles they’re already excelling at or when an external hire brings higher levels of skill than the internal resources you think might be best suited to such a role. Here is how to get started with that next hire:

Identify Key Traits: Look for candidates who are passionate, knowledgeable, authentic, influential, and committed. These traits are essential for an effective evangelist.
Leverage Networks: Utilize professional networks like LinkedIn, industry events, and conferences to find potential evangelists. Look for individuals who are already advocating for similar products or services.
Engage with Communities: Participate in online communities, forums, and social media groups related to your industry. Engage with active members who demonstrate a genuine interest in your field.
Job Listings: Post job listings on relevant job boards and websites, clearly outlining the role and its importance. Highlight the impact the evangelist will have on the company’s growth.
Referrals: Encourage your employees and industry contacts to refer potential candidates. Referrals often lead to finding passionate and dedicated individuals.

Cultivating an Evangelist from Within

If you don’t feel comfortable hiring an evangelist from outside, either with or without some level of rotational exposure to all of the different parts of organization, or if you know you have some really skilled and passionate internal resources you think are ready to step into a new role, that’s fine too.

Identify Potential Evangelists: Look for employees who are already passionate about your brand and products. These individuals often go above and beyond in their roles and are enthusiastic about sharing their experiences.
Provide Training and Resources: Offer training programs to help employees develop their evangelism skills. Provide resources such as marketing materials, product information, and access to industry events.
Create a Supportive Environment: Foster a culture of evangelism within your company. Encourage employees to share their ideas and experiences, and recognize their efforts publicly.
Offer Incentives: Provide incentives for employees who actively promote the brand. This could include bonuses, recognition programs, or opportunities for career advancement. (Editor’s Note: Sorry CoPilot I’m not sure I agree with this one)
Engage with Employees: Regularly engage with employees to understand their needs and motivations. Create opportunities for them to share their feedback and ideas.

Whether you hire your evangelists internally or externally it is important to think through how to best introduce and integrate them into every part of the organization relevant to the type of evangelism role they are filling. At this point you might be wondering how there might be more than one type of evangelist, so let’s look at briefly and if you follow the link you’ll learn more details about each.

Here are Five Types of Evangelists to Consider Hiring

In my previous article Rise of the Evangelist I defined five different types of evangelists that organizations may already have, or may want to hire, including:

Chief Evangelist
Brand Evangelists
Product Evangelists
Service Evangelists
Innovation Evangelists

This specialization occurs when the evangelism an organization needs become too big for one evangelist to handle. At that point, a Chief Evangelist creates the evangelism strategy and manages the execution across the team of brand, innovation, and other evangelism focus areas.

I dive more into the role and considerations for companies on how An Innovation Evangelist Can Increase Your Reputation and Innovation Velocity.

What Are You Waiting For?

Evangelism isn’t just a marketing activity. Evangelists are incredibly important to enhancing not just the customer experience, but the employee and partner experiences as well. Not everyone may have main character energy but almost everyone still appreciates main character level credit, and this can be incredibly impactful for all three main constituencies – customers, employees and partners. Tell those stories, translate that value and make the investment into an evangelist today!

Content Authenticity Statement: Some of the lists and paragraphs in the article were created with the help of Microsoft CoPilot, but there are also some paragraphs created by me along with content from some of my previous articles.

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Stop Doubling Down on Bad Ideas

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Stop Doubling Down On Bad Ideas

GUEST POST from Greg Satell

Over the course of my career, I’ve had the opportunity to lead a number of organizations and each one involved a series of steep learning curves. Even the most successful operations do some things poorly, so managing an enterprise involves constant improvement. You always want to figure out where you can do things better.

One way to do that is to identify other organizations that do something well and adopt best practices. Copying what others do won’t make you world class, but it will get you started on the right road. Over time, you can learn which practices are a good fit for your organization and which are not. As you progress, you can begin to develop your own capabilities.

What you don’t want to do is to take bad ideas that have failed try and force them through, yet it happens all the time. Business pundits and consultants don’t stop selling zombie ideas just because they don’t work and people don’t stop getting taken in by slick sales jobs. We need to be much more discerning about the ideas we adopt. Here are some to watch out for.

The War On Talent

When some McKinsey consultants came up with the idea of a war for talent in 1998, it made a lot of sense. In a knowledge economy, your people are your greatest resource. Creating a culture of excellence, rewarding top employees and pruning out the laggards just seemed like such an obvious formula for success that few questioned it.

However, even early on some began to see flaws. Just a few years after McKinsey launched the concept, Stanford’s Jeffrey Pfeffer explained how study after study refuted the “War for Talent” hypothesis. He found that firms who followed the “talent war mind set” ended up actually undermining their people and overemphasizing recruiting from outside.

Even worse, McKinsey’s approach often creates a corrosive culture. By valuing individual accomplishment over teamwork, leaders set up a competitive dynamic that discourages collaboration while sabotaging the knowledge transfer that promotes learning new skills and improves performance. In a New Yorker article, Malcolm Gladwell explained how that kind of competitive dynamic contributed to Enron’s downfall.

The truth is that you don’t need the best people, you need the best teams and that requires a very different approach. Fostering collaboration requires an environment of psychological safety, not a series of performance review cage matches. Talent isn’t something you attract and bid for, it is something you build.

The Cult Of Disruption

It’s become fashionable to say that we live in a VUCA world (Volatile, Uncertain, Complex and Ambiguous). The term first arose in the aftermath of the Cold War, when a relatively stable conflict between two global superpowers fragmented into a multipolar multiethnic clash of civilizations. Today, however, it has become so firmly entrenched in the business lexicon that nobody even thinks to question it. Change has become gospel.

If you see the world in turmoil, the only sensible strategy is to constantly change and adapt. Perhaps just as importantly, in a corporate setting you need to be seen as changing and adapting. In this environment, managers have significant incentives to launch multiple initiatives aimed at transforming every aspect of the enterprise.

Yet do businesses really face a VUCA environment? The evidence seems to point in the opposite direction. A Brookings report showed that business has become less dynamic, with less churn among industry leaders and fewer new entrants. Research from the National Bureau of Economic Research found decreased competitive environments. A report from the IMF also suggests that these trends have worsened during the pandemic.

Make no mistake, all of the happy talk about change has a real cost. A study undertaken by PwC found that 65% of executives surveyed complained about change fatigue, and only about half felt their organization could deliver change successfully. 44% said that they don’t understand the change they’re being asked to make, and 38% say they don’t agree with it.

Perhaps not surprisingly, it found that most people have come to view new transformation initiatives suspiciously, taking a “wait and see” attitude undermining the momentum and leading to a”boomerang effect” in which early progress is reversed when leadership moves on to focus other priorities. In other words, we’re basically talking change to death.

Marching On Washington

The March on Washington remains one of the most iconic moments in American history. Martin Luther King Jr.’s “I Have A Dream” speech continues to inspire people around the world. The events of that day surely contributed to the successful passage of the Civil Rights Act of 1965 and made the world a better place.

So it’s no wonder that it seems like every time someone has an idea for change they plan a march. Yet the most salient aspect of over 100 years of marches on Washington is that none, except that one in 1963, have really accomplished much. In fact the very first one, in support of women’s suffrage in 1913, was a full blown disaster.

It’s not just social revolutionaries that make this mistake. Corporate change advocates have their own version of marching on Washington. They set up a big kickoff event to “create a sense of urgency” around change and use stark language like “innovate or die” and “burning platform” to make change seem inevitable.

The problem is that if a change is important and has real potential to impact what people believe and what they do, there will always be those who will hate it and they will work to undermine it in ways that are dishonest, underhanded and deceptive. Creating a lot of noise at the beginning of an initiative, before any real progress has been made, just gives your opposition a head start in their efforts to kill it off.

Closing The Knowing-Doing Gap

Business today moves fast. So we like simple statements that speak to larger truths. It always seems that if we can find a simple rule of thumb—or maybe 3 to 5 bullet points for the really big picture stuff—managing a business would be much easier. Whenever a decision needs to be made, we could simply refer to the rule and go on with our day.

Unfortunately, that often leads to cartoonish slogans rather than genuine managerial wisdom. Catchy ideas like “the war for talent,” “a VUCA world” and “creating a sense of urgency around change” end up taking the place of thorough analysis and good sense. When that happens, we’re in big trouble.

The problem is, as Ludwig Wittgenstein pointed out, “no course of action can be determined by a rule, because any course of action can be made out to accord with the rule.” Rules often appear to make sense on the surface, but when we try to apply them in the real world we run into trouble. We live in a complex universe and oversimplifying it leads us astray.

We need to stop worshiping the cult of ideas and start focusing on the problems we need to solve. The truth is that the real world is a confusing place. We have little choice but to walk the earth, pick things up along the way and make the best judgments we can. The decisions we make are highly situational and defy hard and fast rules. There is no algorithm for life. You have to actually live it, see what happens and learn from your mistakes.

— Article courtesy of the Digital Tonto blog
— Image credits: Unsplash

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3 Keys to Improving Leadership Skills

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3 Keys to Improving Leadership Skills

GUEST POST from David Burkus

Great leaders aren’t born, they’re made. While it’s tempting to look at stories of great leaders and just assume they’re received some divine or genetic gift that turned them into exemplars, the truth is much more nuanced. Leadership is a skill that can be honed and improved with practice and the right guidance. This article will explore three key habits that can significantly enhance your leadership skills: creating clarity, establishing safety, and speaking purpose. These habits are not just theoretical concepts but are based on well-researched findings on what constitutes an outstanding team culture.

Creating clarity involves setting clear goals, milestones, and expectations for the team. This is crucial in a world where teams often operate in an unclear and volatile environment. Establishing safety, on the other hand, means creating a climate where team members feel comfortable taking interpersonal risks, such as disagreeing or sharing ideas. Finally, speaking purpose involves regularly communicating the importance of the team’s work and how it benefits others. This is not just about performance objectives or bonuses but about connecting the team’s work to a greater good.

Let’s take a deeper look at all three.

1. Creating Clarity

In a world where teams often operate in an unclear and volatile environment, providing clarity is a vital leadership skill. This involves setting clear goals and milestones that the team can work towards. It’s not just about setting a big goal, but also about breaking it down into manageable milestones that the team can achieve.

Moreover, creating clarity also involves ensuring that individual roles and expectations are clear. Each team member should know what is expected of them and how their role contributes to the overall goal. This not only helps in avoiding confusion but also ensures that everyone is on the same page, working towards the same objective.

2. Establishing Safety

Establishing safety in a team is about creating a climate where team members feel comfortable taking interpersonal risks, such as disagreeing or sharing ideas. This leadership skill results in teamwide psychological safety. When team members feel psychologically safe, they are more likely to share their ideas, disagree constructively, and contribute to the team’s success.

Leaders play a crucial role in establishing this safety. They can do this by modeling active listening and asking questions when disagreeing, rather than dismissing ideas outright. Furthermore, leaders should enforce respectful behavior and teach team members how to respect each other. This creates a culture of mutual respect and trust, which is essential for a team’s success.

3. Speaking Purpose

Speaking purpose is about regularly communicating the importance of the team’s work and how it benefits others. This leadership skill goes beyond just focusing on performance objectives or bonuses. Leaders should speak to the individual about the meaningful contribution of their work and how it connects to a larger purpose.

By connecting the team’s work to a greater good or benefit for others, leaders can inspire and motivate their team members. This focus on pro-social purpose can drive engagement and commitment, leading to better performance and a more positive team culture.

Conclusion

None of these skills come from genetics, they’re learned. Leaders can significantly improve their leadership skills by focusing on creating clarity, establishing safety, and speaking purpose. These habits are not just theoretical concepts but are based on well-researched findings on what constitutes an outstanding team culture. By focusing on these three areas, leaders can create an environment where everyone can do their best work ever.

Image credit: Pixabay

Originally published on DavidBurkus.com on November 20, 2023

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Why Arguing About Names Matters

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Why Arguing About Names Matters

GUEST POST from Mike Shipulski

If you want to move in a new direction, you can call it disruption, innovation, or transformation. Or, if you need to rally around an initiative, call it Industrial Internet of Things or Digital Strategy. The naming can help the company rally around a new common goal, so take some time to argue about and get it right. But, settle on a name as quickly as you can so you can get down to business. Because the name isn’t the important part. What’s most important is that you have an objective measure that can help you see that you’ve stopped talking about changing course and started changing it.

When it’s time to change course, I have found that companies error on the side of arguing what to call it and how to go about it. Sure, this comes at the expense of doing it, but that’s the point. At the surface, it seems like there’s a need for the focus groups and investigatory dialog because no one knows what to do. But it’s not that the company doesn’t know what it must do. It’s that no one is willing to make the difficult decision and own the consequences of making it.

Once the decision is made to change course and the new direction is properly named, the talk may have stopped but the new work hasn’t started. And this is when it’s time to create an objective measure to help the company discern between talking about the course change and actively changing the course.

Here it is in a nutshell. There can be no course change unless the projects change.

Here’s the failure mode to guard against. When the naming conventions in the operating plans reflect the new course heading but sitting under the flashy new moniker is the same set of tired, old projects. The job of the objective measure is to discern between the same old projects and new projects that are truly aligned with the new direction.

And here’s the other half of the nutshell. There can be no course change unless the projects solve different problems.

To discern if the company is working in a new direction, the objective measure is a one-page description of the new customer problem each project will solve. The one-page limit helps the team distill their work into a singular customer problem and brings clarity to all. And framing the problem in the customer’s context helps the team know the project will bring new value to the customer. Once the problem is distilled, everyone will know if the project will solve the same old problem or a new one that’s aligned with the company’s new course heading. This is especially helpful the company leaders who are on the hook to move the company in the new direction. And ask the team to name the customer. That way everyone will know if you are targeting the same old customer or new ones.

When you have a one-page description of the problem to be solved for each project in your portfolio, it will be clear if your company is working in a new direction. There’s simply no escape from this objective measure.

Of course, the next problem is to discern if the resources have actually moved off the old projects and are actively working on the new projects. Because if the resources don’t move to the new projects, you’re not solving new problems and you’re not moving in the new direction.

Image credits: Pexels

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Experience Audits Are Crucial for 2025 Success

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Experience Audits Are Crucial for 2025 Success

GUEST POST from Art Inteligencia

In an ever-evolving business landscape, companies striving for success in 2025 and beyond must focus on creating exceptional experiences for their employees, customers, and partners. The traditional approaches to delivering value are no longer sufficient; organizations must re-imagine their strategies to remain competitive. One pivotal approach is conducting thorough INDEPENDENT experience audits, which are not merely about evaluation but about discovering new pathways to elevate interaction and engagement by having a third party actually walk and document the performance of the different aspects of your experiences.

Understanding Experience Audits

Experience audits are systematic evaluations designed to assess and understand the quality of interactions across different stakeholder groups—employees, customers, and partners. They provide a structured approach to examining every touchpoint and interaction, allowing organizations to identify areas for improvement and innovation. These audits focus on enhancing intuitive and delightful experiences, which play a significant role in an organization’s success.

Benefits of Conducting Experience Audits

1. Enhanced Employee Experience

Employees are the heart of any organization, and their experience significantly affects productivity and morale. Conducting INDEPENDENT employee experience audits can uncover pain points related to workplace culture, communication, technology, and work-life balance that internal audits miss or rationalize.

Increased Engagement: When employees feel heard and valued, engagement levels increase, leading to higher productivity and retention. Experience audits illuminate areas where improvements can lead to a more engaged workforce.
Fostering Innovation: By identifying bottlenecks and friction in daily operations, organizations can create environments that foster creativity and innovation.
Improved Well-being: Understanding employee needs and stressors helps tailor benefits and wellness initiatives that improve overall well-being, reducing burnout and absenteeism.

2. Enhanced Customer Experience

Customer experience is a critical differentiator in today’s market. Through independent experience audits, companies can gain a comprehensive and unbiased understanding of the customer journey and identify opportunities for enhancement.

Personalization: By understanding customer preferences and behaviors, businesses can deliver more personalized and relevant experiences that increase loyalty and satisfaction.
Consistency: Experience audits help ensure consistency across all touchpoints, from first contact to after-sales service, building trust and brand reliability.
Innovation in Service Delivery: Recognizing gaps in service allows for innovative solutions that elevate the customer experience, potentially leading to new market opportunities.

3. Enhanced Partner Experience

In a globalized economy, organizations often rely heavily on partnerships to deliver their products and services. Experience audits in this area focus on optimizing collaboration and synergy by identifying which parts of the experience works well for partners and which elements are full of friction or lacking in value.

Streamlined Processes: Identifying and removing inefficiencies in partnership interactions can lead to smoother operations and reduced time-to-market.
Strengthened Relationships: Understanding partner needs and pain points helps cultivate stronger, more beneficial relationships, enhancing cooperation and mutual growth.
Co-Innovation Opportunities: Comprehensive audits can reveal possibilities for co-innovation, where partners work together creatively to develop new offerings or enter new markets.

Implementing Experience Audits

For independent experience audits to be successful, they must be implemented thoughtfully with a structured approach that respects and supports their independence:

Define the Scope: Determine which experiences you aim to audit and the specific objectives that each audit should achieve.
Engage Stakeholders: Involve employees, customers, and partners early in the audit process to gather diverse insights and foster buy-in.
Utilize Diverse Metrics: Employ both qualitative and quantitative metrics to gain a comprehensive understanding of experiences across different touchpoints.
Prioritize Actionable Insights: Focus on insights that can drive immediate and impactful improvements, aligning with overall strategic goals.
Iterate and Improve: Audits should be an ongoing process, with regular evaluations and improvements, to adapt to changing needs and expectations.

Conclusion

As 2025 begins, the importance of independent experience audits in securing organizational success cannot be overstated. By fostering a deep understanding of the interactions that define employee, customer, and partner relationships, businesses are better equipped to create meaningful, positive experiences that set them apart from the competition. In embracing these audits as a fundamental component of their strategy, organizations are not just preparing for the future, they are actively shaping it, and getting unbiased perspectives from the outside the organization to do so.

If you would like to engage me to do an independent experience audit for you across your customer, partner or employee experiences (or all three), please let me know.

Image credit: Pixabay

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Beyond the AI Customer Experience Hype

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Beyond the AI Customer Experience Hype

GUEST POST from Shep Hyken

I’ve been writing a lot about artificial intelligence (AI) and the digital customer experience (CX). Many of the executives I interview and the articles I refer to are all about how AI is revolutionizing, changing, helping and sometimes hurting CX. So we’ve heard from experts. How about if we heard from the customers?

That’s exactly what we did in our annual customer service and CX research sponsored by RingCentral. We asked more than 1,000 U.S. consumers about their experiences with AI and digital customer support, and here are the basic findings for 2024:

The Good

Sixty-two percent of U.S. consumers expect that AI (and related technologies) will be the primary mode of customer service in the future. But how about today? As you will see in some of the findings below, not everyone feels AI is ready for primetime customer service and CX.
Thirty-eight percent believe AI and related technologies will lead to more personalized customer experiences. Personalization has been a hot topic for marketing and CX leaders. AI is giving companies and brands far greater capabilities to use customer data to create a personalized experience. Customers enjoy doing business with companies that recognize them and use the information they have to create a better experience.
Forty-nine percent think AI technologies have the potential to improve the overall customer experience. This is good news, however, the next group of findings shows that companies still have an uphill battle to get customers to adopt and embrace a CX fueled by AI.

The Bad

Only 32% of customers have successfully resolved a customer service issue using AI or ChatGPT technologies. That number is low. One theory is that customers often don’t realize AI is what’s behind what they are doing. Some think AI is chatbots and automated voice response systems that interact with them like a human would or should.
Fifty-six percent of customers admit to being scared of technologies like AI and ChatGPT. Some of these customers may have watched movies where computers take over the world or robots go rogue, none of which are grounded in reality. However, some customers simply don’t trust the technology because of past bad experiences.
Sixty-three percent of customers are frustrated with self-service options using AI, ChatGPT and similar technologies. Frustration is different than being scared, but it has the same impact: customers would rather avoid technology and talk to a live human for support and service.

As I studied the significance of these findings as a whole, the overarching theme of why AI has not caught on as a viable and reliable customer support option is inconsistency. Included in the annual study is a finding that 70% of customers choose talking to a live customer service agent on the phone as their primary channel for customer service.

Why? It’s easier, and customers know what to expect when they talk and interact with live agents. What they don’t want to experience is a self-service solution powered by AI that takes them through a series of prompts that eventually lead to a dead end, where they end up having to call the company anyway.

There’s good reason for the fear and frustration. As more customers are exposed to AI and start to understand it, their inconsistent experiences from one company to the next are creating a confidence problem. The latest technology, which is very cost-effective for even small businesses, has not been purchased and implemented by a majority of businesses.

As of the beginning of this year, just 27% of customers think self-service or automated customer support using AI-powered technology can deliver as good of a customer experience as a live agent. That number will eventually go up, although not as quickly as it needs to. Once companies recognize that bad service equates to lost business, they will make the investment to do it right. It’s not an option if they want their customers to say, “I’ll be back!”

This article was originally published on Forbes.com

Image Credits: Unsplash

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Motivate Innovation with These Three Frames

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Motivate Innovation with These Three Frames

GUEST POST from Howard Tiersky

You want to innovate, to drive change in your organization. New products, new processes, new markets, new technologies, new ways of working together.

People in any organization have a tendency to resist change. This is for many reasons including fear of the unknown, fear about how it might impact their role or their empire, or their job security, and the natural tendency that people get comfortable with and attached to the way things are.

More often than not, change requires buy-in from others in your organization, and you will need to be able to communicate a strong reason to change. It’s important to identify the outcome you are seeking, of course. Let’s say you want to improve customer satisfaction. Great! In order for people to really be ready to change, they have to see that outcome as important. Ideally, as essential. If we want people to focus on getting from Point A to Point B, we need to help them understand why that change is so important that it overcomes their natural resistance. Just improving the share price or reducing turnover might not be enough to get someone to be willing to embrace what they may perceive as the personal pain of change.

The question is, “Why is making this change absolutely essential?” Of course, there are an unlimited number of reasons, but in our experience they fall into three primary strategies. The individual details are going to vary situationally, but these are the three basic strategies for igniting that burning platform for change.

If you’ve driven change before or been part of an organization going through change, most likely the change was communicated using one of these three frames. We present them here to make you aware of these three diverse approaches and to give you the opportunity before you communicate your next change to step back and decide deliberately which frame you will choose because each one had its own power and its own drawbacks. Let’s introduce the three frames, and then we’ll explain them. The three frames are number one, we suck. Number two, constant improvement. Number three, environmental change. Let’s review these.

1. The “We Suck” Frame

Let’s start with we suck. That’s a fun one. A company is at the bottom of its industry in sales or share price or both. Customer satisfaction scores are through the floor. The new product which will change the game in the marketplace is three years late. Who am I talking about? Doesn’t matter. When things are bleak, sometimes it seems necessary to just tell the truth and admit that the results you’re getting are bad, unacceptable, and must change. Holding up an honest mirror and pointing out the reality of the situation can create a strong motivation for some kind of change. As I said, everyone wants to get out of a situation where they’re failing. It’s highly motivating to get away from suckiness. It doesn’t have to be the entire company that’s going down the tubes like in my example. It might just be one capability, one product, one process, one geography.

If the facts are on your side, using the frame that, “We have to improve customer satisfaction because right now our customers hate us,” will probably get people’s attention. Often, the pain of failure is enough to overcome resistance to change. The problem with the we suck approach, however, is not hard to guess. It can be highly demotivating, even depressing. It can drive people away from your company. It can be hard to get excited about change when building on a belief that we suck. If we suck so much, how will we be able to improve? How will we make this change successful?

In order for the we suck frame not to backfire, you have to combine it with a strong hope of victory. The team needs to have faith that they can correct the situation. A few tactics. First, highlight the problem in a measurable way and set clear goals. “Our satisfaction scores are at a 6 and they should be at least an 8.” That gives people a clear sense of where the line of victory is. Second, if things used to be better and then they got worse, be sure to highlight that. It creates hope that the organization is capable of better.

A third tactic, highlight the areas the organization is doing well as part of the message. If we’re doing great in four out of five areas, but we suck in the fifth area, be sure to make that point. Not just to be positive, to give sugar with the medicine, but to put the problem in context. “We’re a high-quality organization. We excel in many areas, but in this one respect, we aren’t operating at our own standard.” The key is to show the gap, but also to create confidence that it can be solved.

A fourth tactic, highlight recent changes in circumstance that can also increase confidence. Especially if the problem has existed for a long time. It’s easy for people to feel it’s unsolvable, so make sure part of the message conveys what is change that makes it solvable now? Whether it’s new leadership, a new technology, increased budget, or something else.

2. The “Constant Improvement” Frame

The second frame is constant improvement, an alternative to the we suck frame. This frame emphasizes the need to constantly strive to be better as a value in and of itself. It says, “We’re already at X level, but we can do more. We can drive even more value for our customers. We can lower our costs even more.” This is, of course, a much more positive message than the we suck frame. It doesn’t really on any admission that the current state is any form of failure. However, in order to be motivating, it relies on a certain alignment with the values of your audience.

In some corporate cultures, the value of constant improvement is embodied into the psyche. Places like Apple and Amazon hire people who love to constantly improve, but if your organization does not have this value in its DNA, it’s tough to create it overnight. The downside of the constant improvement frame, therefore, is that it might not be sufficiently powerful in many cultures. People might think, “Yeah, it’s nice to improve, but I kind of like my organization the way it is now.” If the change is not seen as a must, just a nice to have, and if it requires some pain or a scary change, people might not be sufficiently motivated. They’ll tend to embrace small-scale change that doesn’t upset the apple cart, but may still have significant resistance to significant change.

3. The “Environmental Change” Frame

The third and last frame is environmental change. This is my personal favorite frame. The environmental frame says, “Something major in our business environment has changed and we must respond and change in order to survive or thrive. Our customers have all gone mobile. Competitive pricing has dropped our price in half. The population is aging. The Asian market is opening up.” What’s great about this frame is that it excuses the past. We can say, “Hey, what we did in the past was great for the circumstances that existed then, but now we need to change to what will work now and in the future.” In this frame, we don’t suck, we’re just becoming a bit out-of-date and need to adjust to the external change, but the changes are truly a must. Not just to meet the standard of constant improvement as in frame two, but in order to survive. This sort of example is, of course, where the phrase “burning platform” comes from. Your house is all of a sudden on fire. The environment has changed. You have to move.

As I mentioned, I like this third one the best since it can be a positive message and still have urgency, but it may at first appear that this really only relevant in certain circumstances. Those where there really has obviously been a significant environmental change, but you can really leverage this frame or, in fact, any of these frames in almost any situation. The key to using this frame is to do one or both of two things. Either find an environmental change that you can focus on to justify the change, and usually there is almost always some form of environmental change or forecasted change that you can use to create change based on an environmental frame, or create an environmental change.

For example, a new boss coming in can be an environmental change. The new boss has new expectations. We as a department need to deliver in a different way than we have before. There are many other ways to create environmental change. A new brand promise, a new performance management protocol, even a new goal or initiative that the company has that must be met.

Here at FROM, we work with clients all the time to make change successful and part of the work we do is about developing the frame for and communication about the change. I can assure you that there are lots of ways to apply creativity, to utilize the best frame in just about any circumstance with all your digital innovation, for change, for innovation.

This article originally appeared on the Howard Tiersky blog

Image Credits: Pexels

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