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How to define and design customer experiences.
Dan Levy / More Space For Light / @morespace4light
A MAN WALKS INTO A BAR
➤ DISCOVERY.
➤ SHOPPING.
➤ DIGITAL.
➤ PRODUCT.
➤ CUSTOMER.
➤ COMMUNITY.
DELIVERING AN EXPERIENCE
YOUR CUSTOMERS HAVE CLOUT!
Source: American Express
=
1 HAPPY CUSTOMER 9 REFERRALS
YOUR CUSTOMERS HAVE CLOUT!
Source: American Express
=
1 UNHAPPY CUSTOMER 16 DETRACTORS
DEFINE YOUR CUSTOMERS
➤ ZERO IN ON YOUR CUSTOMER
SEGMENTS.
➤ INCLUDE YOUR CUSTOMER
GOALS.
➤ DOCUMENT YOUR TOUCH
POINTS.
JOURNEY MAPPING
PURPOSE:
➤ TO RESEARCH TO
UNDERSTAND YOUR
CUSTOMER EXPERIENCE.
➤ IS A METHOD TO
DOCUMENT YOUR
CUSTOMER EXPERIENCE.
STAGES RESEARCH BOOK APPOINTMENT SPEAK TO SUPPORT ESCALATE ISSUE VISIT RESELLER VISIT APPLE STORE FOLLOW UP
ORGANISATION PROCESS
If a customer has AppleCare
we have a comprehensive
system of support. If a
customer doesn’t have
AppleCare we also have
provide full support and
service. We hope to resolve
most issues without need
for further escalation with
our robust support portal.
Upon receiving a call/
email this is lodged into
our system and tracked
throughout the process.
This case can be accessed
at any time via the support
portal.
Contact a customer.
Troubleshoot the issue.
Use standard systems and
processes to understand the
issue. Resolve if possible,
otherwise escalate to an
instore visit.
Attempt to book a customer
in at the Apple Store,
alternatively refer to an
authorised Apple reseller if
none available.
Ensure all resellers meet a
strict set of standards and
are assessed regularly to
ensure they comply with
our exceptional standard of
service.
If no appointments are
available at the Apple Store,
suggest an alternative
reseller. Also advise the
customer to get to the store
prior to opening as there
are opportunites to see a
Genius.
Follow-up with customer
to ensure their issue was
resolved and they were
happy with the level of
service.
CUSTOMER GOALS
Find a quick fix.
Hope by ignoring the
problem it stops!
Speak to a technical team
member to fix the problem.
Resolve the issue quickly.
Get support and resolve the
issue quickly.
Book an appointment as
soon as possible.
Repair the device with
no dramas and minimal
expense.
Have a positive outcome.
Repair the device.
Have the issue resolved.
CUSTOMER DOES
Visits forums and third
party forums. As well as
seek advice independently.
Schedules a call and
describes the issue to the
best of their knowledge.
Customer obidiently follows
instructions.
Customer opts for a reseller
as the Apple Store has no
appointments.
Customer researches local
resellers via Search for
reviews.
Goes to the store, leaves
computer with the hope
everything can be resolved.
Waits patiently to be one
of the first people seen at
the Apple Store. On store
opening gets seen within
the hour. The support
team go above and beyond
in providing a positive
experience.
Responds to the survey. Is
happy they will continue to
be a promoter of the brand.
As well as a loyal customer.
TOUCHPOINTS USED
• Support portal
• Community forum
• Educational in-store
workshops
• Call
• Online chat
• Bring into store
• Call
• Email
• Call
• Email
• SERPs
• In-store visit
• Call
• In-store visit
• Call
• Email
• Email
• Web survey
CUSTOMER EXPERIENCE
Confused
Information although clear
and comprehensive still
doesn’t resolve the issue and
leaves more questions than
answers.
Calm
Confident that the issue is
now going to be resolved.
Worried
Support staff are friendly,
helpful and patient. Due
to the assigned agent
being overseas it takes an
extened length of time to
troubleshoot the issue.
Stressed
Unable to get an
appointment at the Apple
Store, referred to a reseller.
Angry
The reseller doesn’t fix the
issue. Has a poor standard
of customer service and
refers the customer away
to an alternative reseller
when device is still faulty
to ensure their Apple Gold
status isn’t compromised.
Happy
The in-store experience is
an extension of the webstie.
It is consistent and the
representative is friendly,
helpful and patient.
Satisfied
The device has been fixed
and overall it has been a
positive experience.
ISSUES
• A customer service
operator can sometimes
be assigned from a
different country in a
different timezone. A
conversation to resolve
an issue can take place
over a couple of days.
• A customer being
assigned a number of
operators and having to
re-tell their case issue.
• Unless the customer can
book an appointment at
the Apple Store they are
being referred outside
of the ecosystem. The
relationship with the
brand is being dictated
by a third party.
• Not having enough
availability at Apple
Stores.
• Can’t control the
experience of the
customer. Put in systems
and processes but
resellers are separate
businesses not true
extensions of the brand.
OPPORTUNTIES
• Where appropriate be
proactive. Apple have
recorded customers
serial numbers, they
can track faulty batches
based on serial numbers.
• Give the customer a
20-min warning to let
them know that they
will receive a call.
• Provide customer with a
cheat sheet (via email)
with low-level actions to
prepare device.
• Assign an agent based
on location.
• Create smaller service
outlets with fully
accredited Genius’. Keep
the customer in the
Apple ecosystem.
• Assess the NPS system
in place and regularly
follow up on both
negative and positive
responses.
• Depending on the device
and severity of the issue
segment the customer
and target with
information of products
and services that will be
applicable to them in the
future.
STAGES RESEARCH BOOK APPOINTMENT SPEAK TO SUPPORT ESCALATE ISSUE VISIT RESELLER VISIT APPLE STORE FOLLOW UP
ORGANISATION PROCESS
If a customer has AppleCare
we have a comprehensive
system of support. If a
customer doesn’t have
AppleCare we also have
provide full support and
service. We hope to resolve
most issues without need
for further escalation with
our robust support portal.
Upon receiving a call/
email this is lodged into
our system and tracked
throughout the process.
This case can be accessed
at any time via the support
portal.
Contact a customer.
Troubleshoot the issue.
Use standard systems and
processes to understand the
issue. Resolve if possible,
otherwise escalate to an
instore visit.
Attempt to book a customer
in at the Apple Store,
alternatively refer to an
authorised Apple reseller if
none available.
Ensure all resellers meet a
strict set of standards and
are assessed regularly to
ensure they comply with
our exceptional standard of
service.
If no appointments are
available at the Apple Store,
suggest an alternative
reseller. Also advise the
customer to get to the store
prior to opening as there
are opportunites to see a
Genius.
Follow-up with customer
to ensure their issue was
resolved and they were
happy with the level of
service.
CUSTOMER GOALS
Find a quick fix.
Hope by ignoring the
problem it stops!
Speak to a technical team
member to fix the problem.
Resolve the issue quickly.
Get support and resolve the
issue quickly.
Book an appointment as
soon as possible.
Repair the device with
no dramas and minimal
expense.
Have a positive outcome.
Repair the device.
Have the issue resolved.
CUSTOMER DOES
Visits forums and third
party forums. As well as
seek advice independently.
Schedules a call and
describes the issue to the
best of their knowledge.
Customer obidiently follows
instructions.
Customer opts for a reseller
as the Apple Store has no
appointments.
Customer researches local
resellers via Search for
reviews.
Goes to the store, leaves
computer with the hope
everything can be resolved.
Waits patiently to be one
of the first people seen at
the Apple Store. On store
opening gets seen within
the hour. The support
team go above and beyond
in providing a positive
experience.
Responds to the survey. Is
happy they will continue to
be a promoter of the brand.
As well as a loyal customer.
TOUCHPOINTS USED
• Support portal
• Community forum
• Educational in-store
workshops
• Call
• Online chat
• Bring into store
• Call
• Email
• Call
• Email
• SERPs
• In-store visit
• Call
• In-store visit
• Call
• Email
• Email
• Web survey
CUSTOMER EXPERIENCE
Confused
Information although clear
and comprehensive still
doesn’t resolve the issue and
leaves more questions than
answers.
Calm
Confident that the issue is
now going to be resolved.
Worried
Support staff are friendly,
helpful and patient. Due
to the assigned agent
being overseas it takes an
extened length of time to
troubleshoot the issue.
Stressed
Unable to get an
appointment at the Apple
Store, referred to a reseller.
Angry
The reseller doesn’t fix the
issue. Has a poor standard
of customer service and
refers the customer away
to an alternative reseller
when device is still faulty
to ensure their Apple Gold
status isn’t compromised.
Happy
The in-store experience is
an extension of the webstie.
It is consistent and the
representative is friendly,
helpful and patient.
Satisfied
The device has been fixed
and overall it has been a
positive experience.
ISSUES
• A customer service
operator can sometimes
be assigned from a
different country in a
different timezone. A
conversation to resolve
an issue can take place
over a couple of days.
• A customer being
assigned a number of
operators and having to
re-tell their case issue.
• Unless the customer can
book an appointment at
the Apple Store they are
being referred outside
of the ecosystem. The
relationship with the
brand is being dictated
by a third party.
• Not having enough
availability at Apple
Stores.
• Can’t control the
experience of the
customer. Put in systems
and processes but
resellers are separate
businesses not true
extensions of the brand.
OPPORTUNTIES
• Where appropriate be
proactive. Apple have
recorded customers
serial numbers, they
can track faulty batches
based on serial numbers.
• Give the customer a
20-min warning to let
them know that they
will receive a call.
• Provide customer with a
cheat sheet (via email)
with low-level actions to
prepare device.
• Assign an agent based
on location.
• Create smaller service
outlets with fully
accredited Genius’. Keep
the customer in the
Apple ecosystem.
• Assess the NPS system
in place and regularly
follow up on both
negative and positive
responses.
• Depending on the device
and severity of the issue
segment the customer
and target with
information of products
and services that will be
applicable to them in the
future.
OINTMENT SPEAK TO SUPPORT ESCALATE ISSUE VISIT RESELLER VISIT APPLE STORE FOLLOW U
g a call/
dged into
d tracked
e process.
be accessed
the support
Contact a customer.
Troubleshoot the issue.
Use standard systems and
processes to understand the
issue. Resolve if possible,
otherwise escalate to an
instore visit.
Attempt to book a customer
in at the Apple Store,
alternatively refer to an
authorised Apple reseller if
none available.
Ensure all resellers meet a
strict set of standards and
are assessed regularly to
ensure they comply with
our exceptional standard of
service.
If no appointments are
available at the Apple Store,
suggest an alternative
reseller. Also advise the
customer to get to the store
prior to opening as there
are opportunites to see a
Genius.
Follow-up with cu
to ensure their iss
resolved and they
happy with the lev
service.
hnical team
the problem.
ue quickly.
Get support and resolve the
issue quickly.
Book an appointment as
soon as possible.
Repair the device with
no dramas and minimal
expense.
Have a positive outcome.
Repair the device.
Have the issue res
l and
ssue to the
nowledge.
Customer obidiently follows
instructions.
Customer opts for a reseller
as the Apple Store has no
appointments.
Customer researches local
resellers via Search for
reviews.
Goes to the store, leaves
computer with the hope
everything can be resolved.
Waits patiently to be one
of the first people seen at
the Apple Store. On store
opening gets seen within
the hour. The support
team go above and beyond
in providing a positive
experience.
Responds to the su
happy they will co
be a promoter of t
As well as a loyal c
t
store
• Call
• Email
• Call
• Email
• SERPs
• In-store visit
• Call
• In-store visit
• Call
• Email
• Email
• Web survey
lm
the issue is
e resolved.
Worried
Support staff are friendly,
helpful and patient. Due
to the assigned agent
being overseas it takes an
extened length of time to
troubleshoot the issue.
Stressed
Unable to get an
appointment at the Apple
Store, referred to a reseller.
Angry
The reseller doesn’t fix the
issue. Has a poor standard
of customer service and
refers the customer away
to an alternative reseller
when device is still faulty
Happy
The in-store experience is
an extension of the webstie.
It is consistent and the
representative is friendly,
helpful and patient.
Satisfie
The device has bee
and overall it has b
positive experienc
Don’t discount unsanctioned paths - take a step back, how
are your customers performing the same task faster and
better - listen to your customers, improve their experiences.
TRACKING YOUR PERFORMANCE
➤ COST TO ACQUIRE (CAC).
➤ CUSTOMER PENETRATION.
➤ CUSTOMER CHURN.
➤ CUSTOMER LIFETIME VALUE.
KEY TAKEAWAYS
➤ DEFINE WHO YOUR CUSTOMERS ARE.
➤ MAP KEY CUSTOMER JOURNEYS.
➤ DESIGN A CONSISTENT EXPERIENCE.
➤ PRIORITISE LOW LYING HIGH VALUE ISSUES.
➤ TRACK THE PERFORMANCE OF YOUR EFFORTS.
Have you critically looked at your key
customer journeys within the last 6 months
and challenged yourself to do better?
After all your customers deserve it.
dan@morespaceforlight.com.au

morespaceforlight.com.au /@morespace4light
Can you answer this question… ?

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How to define and design customer experiences.

  • 1. How to define and design customer experiences. Dan Levy / More Space For Light / @morespace4light A MAN WALKS INTO A BAR
  • 2. ➤ DISCOVERY. ➤ SHOPPING. ➤ DIGITAL. ➤ PRODUCT. ➤ CUSTOMER. ➤ COMMUNITY. DELIVERING AN EXPERIENCE
  • 3. YOUR CUSTOMERS HAVE CLOUT! Source: American Express = 1 HAPPY CUSTOMER 9 REFERRALS
  • 4. YOUR CUSTOMERS HAVE CLOUT! Source: American Express = 1 UNHAPPY CUSTOMER 16 DETRACTORS
  • 6. ➤ ZERO IN ON YOUR CUSTOMER SEGMENTS. ➤ INCLUDE YOUR CUSTOMER GOALS. ➤ DOCUMENT YOUR TOUCH POINTS.
  • 7. JOURNEY MAPPING PURPOSE: ➤ TO RESEARCH TO UNDERSTAND YOUR CUSTOMER EXPERIENCE. ➤ IS A METHOD TO DOCUMENT YOUR CUSTOMER EXPERIENCE.
  • 8. STAGES RESEARCH BOOK APPOINTMENT SPEAK TO SUPPORT ESCALATE ISSUE VISIT RESELLER VISIT APPLE STORE FOLLOW UP ORGANISATION PROCESS If a customer has AppleCare we have a comprehensive system of support. If a customer doesn’t have AppleCare we also have provide full support and service. We hope to resolve most issues without need for further escalation with our robust support portal. Upon receiving a call/ email this is lodged into our system and tracked throughout the process. This case can be accessed at any time via the support portal. Contact a customer. Troubleshoot the issue. Use standard systems and processes to understand the issue. Resolve if possible, otherwise escalate to an instore visit. Attempt to book a customer in at the Apple Store, alternatively refer to an authorised Apple reseller if none available. Ensure all resellers meet a strict set of standards and are assessed regularly to ensure they comply with our exceptional standard of service. If no appointments are available at the Apple Store, suggest an alternative reseller. Also advise the customer to get to the store prior to opening as there are opportunites to see a Genius. Follow-up with customer to ensure their issue was resolved and they were happy with the level of service. CUSTOMER GOALS Find a quick fix. Hope by ignoring the problem it stops! Speak to a technical team member to fix the problem. Resolve the issue quickly. Get support and resolve the issue quickly. Book an appointment as soon as possible. Repair the device with no dramas and minimal expense. Have a positive outcome. Repair the device. Have the issue resolved. CUSTOMER DOES Visits forums and third party forums. As well as seek advice independently. Schedules a call and describes the issue to the best of their knowledge. Customer obidiently follows instructions. Customer opts for a reseller as the Apple Store has no appointments. Customer researches local resellers via Search for reviews. Goes to the store, leaves computer with the hope everything can be resolved. Waits patiently to be one of the first people seen at the Apple Store. On store opening gets seen within the hour. The support team go above and beyond in providing a positive experience. Responds to the survey. Is happy they will continue to be a promoter of the brand. As well as a loyal customer. TOUCHPOINTS USED • Support portal • Community forum • Educational in-store workshops • Call • Online chat • Bring into store • Call • Email • Call • Email • SERPs • In-store visit • Call • In-store visit • Call • Email • Email • Web survey CUSTOMER EXPERIENCE Confused Information although clear and comprehensive still doesn’t resolve the issue and leaves more questions than answers. Calm Confident that the issue is now going to be resolved. Worried Support staff are friendly, helpful and patient. Due to the assigned agent being overseas it takes an extened length of time to troubleshoot the issue. Stressed Unable to get an appointment at the Apple Store, referred to a reseller. Angry The reseller doesn’t fix the issue. Has a poor standard of customer service and refers the customer away to an alternative reseller when device is still faulty to ensure their Apple Gold status isn’t compromised. Happy The in-store experience is an extension of the webstie. It is consistent and the representative is friendly, helpful and patient. Satisfied The device has been fixed and overall it has been a positive experience. ISSUES • A customer service operator can sometimes be assigned from a different country in a different timezone. A conversation to resolve an issue can take place over a couple of days. • A customer being assigned a number of operators and having to re-tell their case issue. • Unless the customer can book an appointment at the Apple Store they are being referred outside of the ecosystem. The relationship with the brand is being dictated by a third party. • Not having enough availability at Apple Stores. • Can’t control the experience of the customer. Put in systems and processes but resellers are separate businesses not true extensions of the brand. OPPORTUNTIES • Where appropriate be proactive. Apple have recorded customers serial numbers, they can track faulty batches based on serial numbers. • Give the customer a 20-min warning to let them know that they will receive a call. • Provide customer with a cheat sheet (via email) with low-level actions to prepare device. • Assign an agent based on location. • Create smaller service outlets with fully accredited Genius’. Keep the customer in the Apple ecosystem. • Assess the NPS system in place and regularly follow up on both negative and positive responses. • Depending on the device and severity of the issue segment the customer and target with information of products and services that will be applicable to them in the future. STAGES RESEARCH BOOK APPOINTMENT SPEAK TO SUPPORT ESCALATE ISSUE VISIT RESELLER VISIT APPLE STORE FOLLOW UP ORGANISATION PROCESS If a customer has AppleCare we have a comprehensive system of support. If a customer doesn’t have AppleCare we also have provide full support and service. We hope to resolve most issues without need for further escalation with our robust support portal. Upon receiving a call/ email this is lodged into our system and tracked throughout the process. This case can be accessed at any time via the support portal. Contact a customer. Troubleshoot the issue. Use standard systems and processes to understand the issue. Resolve if possible, otherwise escalate to an instore visit. Attempt to book a customer in at the Apple Store, alternatively refer to an authorised Apple reseller if none available. Ensure all resellers meet a strict set of standards and are assessed regularly to ensure they comply with our exceptional standard of service. If no appointments are available at the Apple Store, suggest an alternative reseller. Also advise the customer to get to the store prior to opening as there are opportunites to see a Genius. Follow-up with customer to ensure their issue was resolved and they were happy with the level of service. CUSTOMER GOALS Find a quick fix. Hope by ignoring the problem it stops! Speak to a technical team member to fix the problem. Resolve the issue quickly. Get support and resolve the issue quickly. Book an appointment as soon as possible. Repair the device with no dramas and minimal expense. Have a positive outcome. Repair the device. Have the issue resolved. CUSTOMER DOES Visits forums and third party forums. As well as seek advice independently. Schedules a call and describes the issue to the best of their knowledge. Customer obidiently follows instructions. Customer opts for a reseller as the Apple Store has no appointments. Customer researches local resellers via Search for reviews. Goes to the store, leaves computer with the hope everything can be resolved. Waits patiently to be one of the first people seen at the Apple Store. On store opening gets seen within the hour. The support team go above and beyond in providing a positive experience. Responds to the survey. Is happy they will continue to be a promoter of the brand. As well as a loyal customer. TOUCHPOINTS USED • Support portal • Community forum • Educational in-store workshops • Call • Online chat • Bring into store • Call • Email • Call • Email • SERPs • In-store visit • Call • In-store visit • Call • Email • Email • Web survey CUSTOMER EXPERIENCE Confused Information although clear and comprehensive still doesn’t resolve the issue and leaves more questions than answers. Calm Confident that the issue is now going to be resolved. Worried Support staff are friendly, helpful and patient. Due to the assigned agent being overseas it takes an extened length of time to troubleshoot the issue. Stressed Unable to get an appointment at the Apple Store, referred to a reseller. Angry The reseller doesn’t fix the issue. Has a poor standard of customer service and refers the customer away to an alternative reseller when device is still faulty to ensure their Apple Gold status isn’t compromised. Happy The in-store experience is an extension of the webstie. It is consistent and the representative is friendly, helpful and patient. Satisfied The device has been fixed and overall it has been a positive experience. ISSUES • A customer service operator can sometimes be assigned from a different country in a different timezone. A conversation to resolve an issue can take place over a couple of days. • A customer being assigned a number of operators and having to re-tell their case issue. • Unless the customer can book an appointment at the Apple Store they are being referred outside of the ecosystem. The relationship with the brand is being dictated by a third party. • Not having enough availability at Apple Stores. • Can’t control the experience of the customer. Put in systems and processes but resellers are separate businesses not true extensions of the brand. OPPORTUNTIES • Where appropriate be proactive. Apple have recorded customers serial numbers, they can track faulty batches based on serial numbers. • Give the customer a 20-min warning to let them know that they will receive a call. • Provide customer with a cheat sheet (via email) with low-level actions to prepare device. • Assign an agent based on location. • Create smaller service outlets with fully accredited Genius’. Keep the customer in the Apple ecosystem. • Assess the NPS system in place and regularly follow up on both negative and positive responses. • Depending on the device and severity of the issue segment the customer and target with information of products and services that will be applicable to them in the future.
  • 9. OINTMENT SPEAK TO SUPPORT ESCALATE ISSUE VISIT RESELLER VISIT APPLE STORE FOLLOW U g a call/ dged into d tracked e process. be accessed the support Contact a customer. Troubleshoot the issue. Use standard systems and processes to understand the issue. Resolve if possible, otherwise escalate to an instore visit. Attempt to book a customer in at the Apple Store, alternatively refer to an authorised Apple reseller if none available. Ensure all resellers meet a strict set of standards and are assessed regularly to ensure they comply with our exceptional standard of service. If no appointments are available at the Apple Store, suggest an alternative reseller. Also advise the customer to get to the store prior to opening as there are opportunites to see a Genius. Follow-up with cu to ensure their iss resolved and they happy with the lev service. hnical team the problem. ue quickly. Get support and resolve the issue quickly. Book an appointment as soon as possible. Repair the device with no dramas and minimal expense. Have a positive outcome. Repair the device. Have the issue res l and ssue to the nowledge. Customer obidiently follows instructions. Customer opts for a reseller as the Apple Store has no appointments. Customer researches local resellers via Search for reviews. Goes to the store, leaves computer with the hope everything can be resolved. Waits patiently to be one of the first people seen at the Apple Store. On store opening gets seen within the hour. The support team go above and beyond in providing a positive experience. Responds to the su happy they will co be a promoter of t As well as a loyal c t store • Call • Email • Call • Email • SERPs • In-store visit • Call • In-store visit • Call • Email • Email • Web survey lm the issue is e resolved. Worried Support staff are friendly, helpful and patient. Due to the assigned agent being overseas it takes an extened length of time to troubleshoot the issue. Stressed Unable to get an appointment at the Apple Store, referred to a reseller. Angry The reseller doesn’t fix the issue. Has a poor standard of customer service and refers the customer away to an alternative reseller when device is still faulty Happy The in-store experience is an extension of the webstie. It is consistent and the representative is friendly, helpful and patient. Satisfie The device has bee and overall it has b positive experienc
  • 10. Don’t discount unsanctioned paths - take a step back, how are your customers performing the same task faster and better - listen to your customers, improve their experiences.
  • 11. TRACKING YOUR PERFORMANCE ➤ COST TO ACQUIRE (CAC). ➤ CUSTOMER PENETRATION. ➤ CUSTOMER CHURN. ➤ CUSTOMER LIFETIME VALUE.
  • 12. KEY TAKEAWAYS ➤ DEFINE WHO YOUR CUSTOMERS ARE. ➤ MAP KEY CUSTOMER JOURNEYS. ➤ DESIGN A CONSISTENT EXPERIENCE. ➤ PRIORITISE LOW LYING HIGH VALUE ISSUES. ➤ TRACK THE PERFORMANCE OF YOUR EFFORTS.
  • 13. Have you critically looked at your key customer journeys within the last 6 months and challenged yourself to do better? After all your customers deserve it. dan@morespaceforlight.com.au
 morespaceforlight.com.au /@morespace4light Can you answer this question… ?