Thursday, July 5, 2012

Why Your Firm Must Have a Client Experience Strategy

Reviewing the mission and vision statements in the industry will show an overwhelming number of references to client satisfaction, completing projects on time and under budget, and outstanding client service.  However, client service is more than a sentence in your mission statement.  Client service is not a bumper sticker.

In addition, the reference to completing projects on time and under budget says more about your bottom line than it does client service.  For example, what happens to the client who discovers their dream building must have dramatic changes?  Or, what happens when you discover that the client’s dream project needs dramatic changes?  Client service is not about the status quo which is usually how clients interpret most mission and vision statements.

Developing a specific approach to a client service strategy requires an intentional commitment from management and buy in from all staff.  It is not unlike the industry’s quest for improved quality in the late 1980’s and 90’s. 

When quality became the point of differentiation between firms, many jumped on the bandwagon with Crosby’s ,Quality is Free, bestselling book. This was the foundation for the Total Quality Management process that was adopted by hundreds of industry firms.  The key to a successful process based upon a zero defects mentality was not only management’s buy in, but also a commitment not to punish failure.  Design defects can occur at many places in the process.  When someone who is working on a tight deadline sees a problem that will cause the project to miss a milestone, the person must have the power to blow the whistle.  The key outcome was improved communication between departments and management.

This was the classic top down and bottom up formula for success.

Developing the Client Experience Strategy requires the same mindset.  I have always been a firm believer in the idea that a good project becomes great when the client’s experience is outstanding.  The hiccups that happen with every project and often seem overwhelming at the time fade in the client’s memory if their experience is outstanding.

The outstanding client experience does not happen by accident.  Although the project is front and center, the outstanding client experience is about how the people assigned to the project interact with the client.  Even the person back at the office who never sees the client in the field has a part to play.

This brings us back to the beginning of the ingredients for a successful client experience strategy.  Without the unwavering support of senior management, the process will never work.  The problem with the outstanding client experience is that most people think they know what it is and what it will take to implement. They don’t.  If they did we wouldn’t have to endure the types of experiences we do today:

Experiences that sometimes lead to court.

Knowing what you don’t know is the best way to explain the situation for upper management in this area.  Management needs to ask themselves what they know about their client’s experience.    The results of this exercise might be surprising.

Whatever your firm says about the passion for outstanding client experience, you won’t achieve it, if it is just words in a mission statement.  Don’t believe them when they say they know everything about outstanding client service.  Many firms are held back because they don’t know what needs to be done.

Maybe we can take a page out of the retail playbook and look at the companies creating great experiences for their customers.  Recently a survey by the National Retail Foundation and American Express came up with a list of the top 10 companies.

So which companies did they say really put customers first? The findings, in order:

 1. Zappos.com
2. Amazon.com
3. LL Bean
4. Overstock.com
5. Land's End
6. JCPenney
7. Kohl's
8. QVC
9. Nordstrom
10. Newegg

Do these firms have anything in common with our industry?  The common thread is people.  Their customers are people and our clients are people.

While we tend to segment the client experience into a single category, it is really three.  The actual experience is what we tend to measure, but there is also the emotional experience and the subconscious experience.

While most firms survey clients to determine the experience of their most recent project, how often do the questions delve into the emotional and subconscious areas?   Therefore, at minimum the questions on a client survey need to be updated.

What are the components of a Client Experience Strategy?  We have presented the first which is within the leadership of the firm and requires their intentional commitment.  Employee engagement is next.  Since managers won’t be the ones who deliver the client experience, the engagement of employees is critical.  Improved client experiences don’t happen by decree.  Management can’t simply tell employees that the client experience will improve.  Employees watch actions before they listen to words.

A Client Experience Committee should be formed that includes employees from all departments.  This is a way to capture the input of people within the organization who have the knowledge and information of what the current client experience consists of and how it could be improved.  Just like the Quality Committees that involved all levels of employees, this committee will boost morale when word gets out that management is sincerely interested in their ideas.  The rubber hits the road when their ideas are taken seriously.

Measurement

Like any other process in your business, if you can’t measure it, you can’t manage it.  Therefore once the employees have been engaged and a strategy is developed, the results need to be measured.  A key area of the measurement is to link year end reviews and bonuses to the outcomes.

Client Feedback

Client feedback for the process is essential for a couple of reasons.  First, you want to know whether it is working.  Feedback can determine whether changes are needed and show which employees need to be engaged.  The one thing you don’t want to have happen is for the feedback to sit on a shelf and not be acted upon.  The system alone will not solve any problems.  Clients need to know they are being heard.  Employees need to know they are being understood.  You need to know there is a return on your investment.

Finally, how do you get started?  That is as easy as beginning a conversation.  An independent facilitator might be helpful in starting the process.

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