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Customer Experience Management
on a Shoestring Budget
LYNN HUNSAKER
CHIEF CUSTOMER OFFICER
ClearAction Continuum
2© Copyright ClearAction Continuum. All rights reserved.
Embrace Slowdown as Opportunity
Economic
Downturn
Opportunity to Strengthen
Innovation & Business Processes
Sustainable
Market
Leadership
ClearAction Continuum
3© Copyright ClearAction Continuum. All rights reserved.
Draw on Untapped
Resources
Innovation & Business Process Leapfrogging
1) Define Customer Experience Personas
2) Prioritize by Customer Lifetime Value
3) Refine Customer Listening
4) Innovate the Customer Experience
5) Drive Internal Branding
6) Build Brand Affinity
ClearAction Continuum
4© Copyright ClearAction Continuum. All rights reserved.
Define Customer Experience Personas
Complaint LogsSales/Service
Reports
Surveys/Win-Loss
Reports
CRM Database/
Blogosphere
Create or Enhance
Customer Experience
Personas
Panoramic View of Customer Experience:
Need
Awareness
Need is
Extinct
ClearAction Continuum
5© Copyright ClearAction Continuum. All rights reserved.
Prioritize by Customer Lifetime Value
Calculate Cumulative Profit Stream Over Duration
of a Customer’s Interest in a Brand Category
• Apply to customer experience persona segments
• Policies for execs’ strategic decision-making
• Guidelines for front-line employees’ tactical decision-making
ClearAction Continuum
6
ClearAction Continuum
6
See the rest of this presentation in
 GETTING & KEEPING CUSTOMERS
 DRIVING GROWTH & INNOVATION
 DATA & METRICS THAT WORK
 CREATIVITY WITHIN BOUNDARIES
 DRIVING ACCOUNTABILITY & COMMITMENT
 GETTING EVERYONE ON THE SAME PAGE
Join today:
https://ClearAction.com/value-exchange
Ask for a demo:
Success@ClearAction.com
ClearAction ContinuumClearAction Continuum
7
Increase: Maximize: Decrease:
• Follow-through
• Ability to prioritize
• Productivity of resources
• Employee engagement
• Strategic vs. tactical work
• Resource acquisition
• Stakeholder satisfaction
• Stakeholder cooperation
• Team collaboration
• Right the first time
• Job satisfaction
• Continuity
• Project stalls
• Duplicated resources
• Redundant efforts
• Rework
• Employee turnover
• Alliance workloadAlignment (bridging silos) is the
next frontier in CX ROI
Design of ClearAction Value Exchange based on research with American Express, Aon, Apple, Ariba,
Clorox, Covidien, Eli Lilly, Global Foundries, HP, Microsoft, NVIDIA, SAP and beta-testing with many others
ClearAction Value Exchange KPIs are multipliers on your CX investments
SaaS for real-time
personalized action plans
to tackle these silos
30-minute bites
AI-curated resources
DIY and interactive
VP-level to intern-level
Shared vision
Collective capability
© 2019 ClearAction Continuum.
ClearAction Continuum
ClearAction Continuum closes the brand-customer gap.
ClearAction Value Exchange members in marketing
& customer experience, care & success roles access
real-time, 24x7, bite-sized personal solutions to
navigate silos for customer value performance
ClearAction Advisory clients strategically
operationalize marketing & customer experience
for scalability, resource productivity & enduring
customer value performance
88
Customer value performance momentum
© 2019 ClearAction Continuum.
ClearAction Continuum
ClearAction Continuum
Ask about customer value performance momentum
ClearAction Continuum
9
DNA MASTER PLAN™
STRATEGIC RENEWAL™
CLEARACTION VALUE EXCHANGE™
DNA ACTIVATION™
MARKET RESPONSIVENESS INDEX™
DX AGILITY™
DNA TRANSFORMATION™
DX ALTITUDE™
RACE™
(RAPID ANALYTICS CUSTOMER ENVIRONMENT)
VOX MODERNIZED™
VOX ACTIONABILITY™
SHARKTΛINK™
CX growth aspirations:
 Business results via trust-building
 Consistency via silo-bridging
 All-employee engagement
 Prevention and anticipation
 CX as managerial context
 Profit impact in daily decisions
https://clearaction.com/customer-centered-business-10-keys-organic-growth/© 2019 ClearAction Continuum.
Success@ClearAction.com
ClearAction Continuum
10
ClearAction Continuum
We’re honored to influence these companies
PARTIAL LIST OF CLIENTS
© 2019 ClearAction Continuum.
ClearAction Continuum
11
ClearAction Continuum
ClearAction clients’ experiences
Because each of the ClearAction
team members managed CX in B2B
for a number of years, they provided
personal examples and practical
tools that could be implemented right
away. It was incredibly beneficial for
us to work with them for several
occasions. They elevated our
collective knowledge and helped us
achieve a higher level of CX maturity.
– A. Chu, Dir Customer Experience
ClearAction is an expert in business
operations and has been an
invaluable resource for us to learn
best-practices in many areas. They
taught us things that would not
readily cross our minds, but after they
explain, it makes total sense, and this
increased our efficiency and
accuracy in many areas. I highly
recommend ClearAction.
– K. Van Diepen, Dir Marketing Communications
ClearAction has been at the forefront
of helping companies like ours
reduce chaos, maximize resources
and achieve impactful results.
They’ve provided mission-critical
guidance to begin the process of
building a strong marketing
operations function that supports our
company’s growth, scale and
continuous improvement objectives.
– K. Chalmers, Dir Marketing Operations
© 2019 ClearAction Continuum.
ClearAction Continuum
Customer value performance momentum

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Customer Experience Management on a Shoestring Budget

  • 1. Customer Experience Management on a Shoestring Budget LYNN HUNSAKER CHIEF CUSTOMER OFFICER
  • 2. ClearAction Continuum 2© Copyright ClearAction Continuum. All rights reserved. Embrace Slowdown as Opportunity Economic Downturn Opportunity to Strengthen Innovation & Business Processes Sustainable Market Leadership
  • 3. ClearAction Continuum 3© Copyright ClearAction Continuum. All rights reserved. Draw on Untapped Resources Innovation & Business Process Leapfrogging 1) Define Customer Experience Personas 2) Prioritize by Customer Lifetime Value 3) Refine Customer Listening 4) Innovate the Customer Experience 5) Drive Internal Branding 6) Build Brand Affinity
  • 4. ClearAction Continuum 4© Copyright ClearAction Continuum. All rights reserved. Define Customer Experience Personas Complaint LogsSales/Service Reports Surveys/Win-Loss Reports CRM Database/ Blogosphere Create or Enhance Customer Experience Personas Panoramic View of Customer Experience: Need Awareness Need is Extinct
  • 5. ClearAction Continuum 5© Copyright ClearAction Continuum. All rights reserved. Prioritize by Customer Lifetime Value Calculate Cumulative Profit Stream Over Duration of a Customer’s Interest in a Brand Category • Apply to customer experience persona segments • Policies for execs’ strategic decision-making • Guidelines for front-line employees’ tactical decision-making
  • 6. ClearAction Continuum 6 ClearAction Continuum 6 See the rest of this presentation in  GETTING & KEEPING CUSTOMERS  DRIVING GROWTH & INNOVATION  DATA & METRICS THAT WORK  CREATIVITY WITHIN BOUNDARIES  DRIVING ACCOUNTABILITY & COMMITMENT  GETTING EVERYONE ON THE SAME PAGE Join today: https://ClearAction.com/value-exchange Ask for a demo: Success@ClearAction.com
  • 7. ClearAction ContinuumClearAction Continuum 7 Increase: Maximize: Decrease: • Follow-through • Ability to prioritize • Productivity of resources • Employee engagement • Strategic vs. tactical work • Resource acquisition • Stakeholder satisfaction • Stakeholder cooperation • Team collaboration • Right the first time • Job satisfaction • Continuity • Project stalls • Duplicated resources • Redundant efforts • Rework • Employee turnover • Alliance workloadAlignment (bridging silos) is the next frontier in CX ROI Design of ClearAction Value Exchange based on research with American Express, Aon, Apple, Ariba, Clorox, Covidien, Eli Lilly, Global Foundries, HP, Microsoft, NVIDIA, SAP and beta-testing with many others ClearAction Value Exchange KPIs are multipliers on your CX investments SaaS for real-time personalized action plans to tackle these silos 30-minute bites AI-curated resources DIY and interactive VP-level to intern-level Shared vision Collective capability © 2019 ClearAction Continuum.
  • 8. ClearAction Continuum ClearAction Continuum closes the brand-customer gap. ClearAction Value Exchange members in marketing & customer experience, care & success roles access real-time, 24x7, bite-sized personal solutions to navigate silos for customer value performance ClearAction Advisory clients strategically operationalize marketing & customer experience for scalability, resource productivity & enduring customer value performance 88 Customer value performance momentum © 2019 ClearAction Continuum. ClearAction Continuum
  • 9. ClearAction Continuum Ask about customer value performance momentum ClearAction Continuum 9 DNA MASTER PLAN™ STRATEGIC RENEWAL™ CLEARACTION VALUE EXCHANGE™ DNA ACTIVATION™ MARKET RESPONSIVENESS INDEX™ DX AGILITY™ DNA TRANSFORMATION™ DX ALTITUDE™ RACE™ (RAPID ANALYTICS CUSTOMER ENVIRONMENT) VOX MODERNIZED™ VOX ACTIONABILITY™ SHARKTΛINK™ CX growth aspirations:  Business results via trust-building  Consistency via silo-bridging  All-employee engagement  Prevention and anticipation  CX as managerial context  Profit impact in daily decisions https://clearaction.com/customer-centered-business-10-keys-organic-growth/© 2019 ClearAction Continuum. Success@ClearAction.com
  • 10. ClearAction Continuum 10 ClearAction Continuum We’re honored to influence these companies PARTIAL LIST OF CLIENTS © 2019 ClearAction Continuum.
  • 11. ClearAction Continuum 11 ClearAction Continuum ClearAction clients’ experiences Because each of the ClearAction team members managed CX in B2B for a number of years, they provided personal examples and practical tools that could be implemented right away. It was incredibly beneficial for us to work with them for several occasions. They elevated our collective knowledge and helped us achieve a higher level of CX maturity. – A. Chu, Dir Customer Experience ClearAction is an expert in business operations and has been an invaluable resource for us to learn best-practices in many areas. They taught us things that would not readily cross our minds, but after they explain, it makes total sense, and this increased our efficiency and accuracy in many areas. I highly recommend ClearAction. – K. Van Diepen, Dir Marketing Communications ClearAction has been at the forefront of helping companies like ours reduce chaos, maximize resources and achieve impactful results. They’ve provided mission-critical guidance to begin the process of building a strong marketing operations function that supports our company’s growth, scale and continuous improvement objectives. – K. Chalmers, Dir Marketing Operations © 2019 ClearAction Continuum.
  • 12. ClearAction Continuum Customer value performance momentum