The Journey to a Customer
Experience Map
Jill Hewitt
  September, 2013
A growing interest
2
A growing interest
3
A growing interest
4
A growing interest
5
A growing interest
6
Opportunity strikes
7
 Entertainment Loyalty Program
"   Pay an annual fee
"   Earn rewards based on dollars spent
"   One size fits all communications
 Develop a Member Communications Plan
 Email
 Direct Mail
 Text Messages
 Mobile App
 Website
 Social Media
Our mission
8
 “We want people to join or renew not just because of
how much they can save, but because they love
being a member”
Process
9
Triggers,
Touchpoints
and
Channels
Inventory
Member
Research
(Online
Bulletin
Boards)
Member
Experience
Workshops
with Client
Develop
initial model
of member
experience
Complete
Analysis of
member
research
Who do we need to talk to
Phase: Member Research
10
 Newbies
 Renewers
" Deciles 1-4
 On the fence
" Deciles 5-7
 Lapsed members
Enroll in person
Grandfathered in
Enroll online
Asking questions the wrong way
Phase: Member Research
11
 When you use your membership,
what do you do? Walk me
through what you usually do and
what happens in return. Lots of
detail is appreciated.
Asking questions the right way
Phase: Member Research
12
 Let’s tell a story – recount how you
first learned about the program.
"   How did you learn about it? (read
something, someone told you, etc.)
"   Where were you?
"   How did you feel when you learned
about it?
"   What did you do once you knew
about it?
"   Did you join immediately or later?
"   Did you need more information than
what you got initially?
So much data, so little time
Phase: Workshops
13
So much data, so little time
Phase: Workshops
14
"  Color code respondents by
segment
"  Green = newbie
"  Pink = on the fence
"  Yellow = renewer
"  Orange = lapsed
members
Putting emotion onto the map
Phase: Develop Model
15
get. I want to get my money’s wortH.
Showing rewards =
enhanced perceived value
make It aBoUt me.
Personalization = relevan
receiving and redeeming rewards
Approach reward reward expiration
renewing membership
90 days before renewal renewal
letting membership lapse
Immediately after lapse
Learn that a reward is close
Earn reward
Use reward OR reward expires
Learn about renewal
Consider renewal
Renew membership
Decide not to renew
Attend as lapsed member
ConsiderLearn Renew
Decide not to
renew
A
gIve me more.
greater value
Making the shift from promoting movies to pro
movie-going experience at AM
Develop a rough model of member experience
Phase: Develop Model
16
SIGN-UP WEEKLY EMAIL RENEWALUSAGE EXPIRATION REMINDERREWARD
YEAR ONE
UNHAPPY
ELATED
Optimal experience Average experience Poor experience
The final product
17
Lessons Learned
18
1)  Ask questions the right way
•  Research questions should encourage story telling
2)  Understand audience segments
•  Color coding your respondent segments helps to identify trends
3)  Use client time wisely
•  Give clients interesting and vocal respondents (highs and lows)
4)  Emotions point to communication customization
•  Think about how to speak to your happy, indifferent and unhappy
customers at each phase
Questions?
Jill Hewitt
@jhewitt98
jhewitt@catalystinc.com
www.catalystinc.com
19

UX STRAT 2013: Jill Hewitt, Journey to a Customer Experience Map

  • 1.
    The Journey toa Customer Experience Map Jill Hewitt   September, 2013
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
    Opportunity strikes 7  Entertainment LoyaltyProgram "   Pay an annual fee "   Earn rewards based on dollars spent "   One size fits all communications  Develop a Member Communications Plan  Email  Direct Mail  Text Messages  Mobile App  Website  Social Media
  • 8.
    Our mission 8  “We wantpeople to join or renew not just because of how much they can save, but because they love being a member”
  • 9.
  • 10.
    Who do weneed to talk to Phase: Member Research 10  Newbies  Renewers " Deciles 1-4  On the fence " Deciles 5-7  Lapsed members Enroll in person Grandfathered in Enroll online
  • 11.
    Asking questions thewrong way Phase: Member Research 11  When you use your membership, what do you do? Walk me through what you usually do and what happens in return. Lots of detail is appreciated.
  • 12.
    Asking questions theright way Phase: Member Research 12  Let’s tell a story – recount how you first learned about the program. "   How did you learn about it? (read something, someone told you, etc.) "   Where were you? "   How did you feel when you learned about it? "   What did you do once you knew about it? "   Did you join immediately or later? "   Did you need more information than what you got initially?
  • 13.
    So much data,so little time Phase: Workshops 13
  • 14.
    So much data,so little time Phase: Workshops 14 "  Color code respondents by segment "  Green = newbie "  Pink = on the fence "  Yellow = renewer "  Orange = lapsed members
  • 15.
    Putting emotion ontothe map Phase: Develop Model 15 get. I want to get my money’s wortH. Showing rewards = enhanced perceived value make It aBoUt me. Personalization = relevan receiving and redeeming rewards Approach reward reward expiration renewing membership 90 days before renewal renewal letting membership lapse Immediately after lapse Learn that a reward is close Earn reward Use reward OR reward expires Learn about renewal Consider renewal Renew membership Decide not to renew Attend as lapsed member ConsiderLearn Renew Decide not to renew A gIve me more. greater value Making the shift from promoting movies to pro movie-going experience at AM
  • 16.
    Develop a roughmodel of member experience Phase: Develop Model 16 SIGN-UP WEEKLY EMAIL RENEWALUSAGE EXPIRATION REMINDERREWARD YEAR ONE UNHAPPY ELATED Optimal experience Average experience Poor experience
  • 17.
  • 18.
    Lessons Learned 18 1)  Askquestions the right way •  Research questions should encourage story telling 2)  Understand audience segments •  Color coding your respondent segments helps to identify trends 3)  Use client time wisely •  Give clients interesting and vocal respondents (highs and lows) 4)  Emotions point to communication customization •  Think about how to speak to your happy, indifferent and unhappy customers at each phase
  • 19.