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Customers come in, but do you know how? Why? How to get more like them? Do you want more like them? And what’s great design got to do with it?

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« December 2007 | Main | February 2008 »

January 2008

Repeat After Me: I Do Not Need a Logo

I Do Not Need a Logo...

What’s a Logo?

A logo is a graphic (illustration, usually) that is designed to represent your company. Designing one is one of the most crucial elements as you launch or realign your firm. Your logo can be your visual “bookmark” in a customer’s mind, and should suggest all of your firm’s Purpose whether your name is beside it or not. the best logos are timeless, clean, evocative reminders which instantly bring the desired associations to mind: Nike’s swoosh, Apple’s... apple, Playboy’s bunny. Even the flag of your country is often used in this way. They need no words, yet in the best of all worlds, you know what they represent and why.

Why Don’t I Need One?

Even with oodles of money for research and development, logo design debacles litter the corporate world (Xerox and the London Olympics have recently caused plenty of controversy). With piles of cash, logo designs and redesigns can fail spectacularly. You, my smaller-business reader, do not want to throw piles of cash out your window. So you don’t need a logo.

How Will Anyone Remember Me?

Oh, you do need a memorable visual marker, but it does not have to be a logo. A well-executed wordmark is far more important than a meaningless or missed-the-mark logo.

What’s a Wordmark?

Glad you asked. A wordmark is your company’s name, in its unique, standalone type treatment, which you will always use in the same standardized way. You will not tweak it, stretch it, color it differently in different media, or wrap the words differently to suit the size of the space you’re working with. You won’t do that, right?

Your wordmark will be filled with your Vision; it will be exceptional and intriguing. It will make me think only of you. Still don’t get it? How about FedEx, Yahoo!, and Coca-Cola. Can you picture the colors, style, and typeface of each wordmark?

When you use your wordmark, everywhere, in the exact same way, it will become that visual hook you need.

Can’t I Please Have a Logo?

Yes, you may. Be warned, it is much harder than it looks to get a good one, and much easier than you’d think to get something that doesn’t make you any money. I want your business to grow! If your name is the most important ad you’ll ever write, then your choice of logo, wordmark, or the combination of logo and company name (called a logotype) has a lot to do with how many eyeballs will recall seeing that most important ad.

Last word: Skip the Swooshes, the Ovals, the Mascots—Please!



Grow and be well,

Kelly Erickson

Experience Design 101: Part Twelve

How to Put Experience Design to Work, Today: 11 Tips

This is part twelve of 13 in the Experience Design 101 series. For links to all the articles in this series, click here.

1. Ask five customers why they (called, walked in, contacted you online,... became a lead or a customer) today. Find out if you’re their secret source.

2. Have a trusted advisor outside your firm evaluate your customer service, unannounced.

3. Research the needs of your customer by typing search terms they might use into an Internet search engine. Look for one need you can tailor your offerings toward.

4. Audit your graphic materials (business cards, stationery, brochures, packaging, website, etc.), considering your existing interior design. Are you making a consistent visual statement?

5. Write a one-paragraph Vision Statement. If you already have one, incorporate it into your website.

6. Make a list of three Perception issues that you want to align more closely with your firm’s Purpose. Choose one, and ask every member of your staff to make it their top priority for one week.

7. Do a “simplicity check” on your firm’s website. Can you convey the information customers really need with fewer words, fewer pages, fewer distractions?

8. Do you know your web traffic figures? Learn how your site measures in monthly traffic, clickthroughs, average time at your site, and leads or sales. Find one weak page on your site to revise, and track the effect of improving it.

9. Explain your company’s Vision to your three newest stakeholders. Ask them to share their understanding of the firm’s Purpose, and write down their suggestions for improvements to your Customer Experience.

10. Research change. Make a plan to add one truly innovative product, service, or method to your firm in the next month, based on your understanding of the needs customers look to your firm to solve.

11. Share your firm’s Vision with the public. Start a blog, teach a class, or give a speech. Focus on insights into customer needs, and give ideal solutions to those needs.


BONUS TIP: Visit VisionPoints’ Recommended Reading list. Choose a title that appeals to your current needs, and get started looking for your next 11 Tips!



Grow and be well,

Kelly Erickson


Next up in the series: Part the Last: Who drives better, men or women?

P.S. If you're enjoying the Maximum Customer Experience Blog, subscribe today (at top left) and get updates delivered by email or RSS. It's easy and it's free!

One Sure Way to Lose My Business

And One Surprising Way to Triple My Morning Order!

I don’t like a lot of acknowledgment when I go out to eat. Maybe it’s the Yankee in me. Keep your distance, please. Some people want to go where everybody knows your name. Not me. A smile and a bit of friendly talk is more than enough. I get uncomfortable when it’s more than that—it’s like I’m being watched. It happens occasionally when I’m out shopping, too, but not nearly as often as at restaurants.

Two points:

1. I want a smile and just a bit of small talk everywhere I go, not just at places I’ve been before. So do all most of your customers. Treat ‘em all with a little friendly acknowledgment, not because they are regulars (which makes others feel like “what am I, chopped liver?”) but because you hope they will be. Don’t reserve this for the “friends” of your establishment.

2. When it’s done with just the right touch, even a cool New Englander can be pleasantly surprised by a bit of familiarity.

• I walked into my favorite local morning hangout today. (Which one? Read here, or here.) A face I recognized was ready to take my order, and she said with a smile, “Hi. You’re early today.” Which I was. I don’t go there daily, but it wasn’t my usual time of day. I was only stopping in for a drink, but her friendly tip of the hat changed my mind, and I got breakfast. Result: I gave them 3x the money I intended to when I stopped there today.

(Note also: “Hi. You’re late today,” would have struck entirely the wrong note, reminding me of a failing instead of complimenting me. I hope she knew the difference and saves a comment for when she can make a customer feel good.)

• Contrast: A couple of weeks earlier, same place, a nice enough cashier who hadn’t been there long enough for me to recognize him, tried to guess my order from seeing me the week before. Annoying because I switch my order pretty often, and he got me wrong anyway, which led to one of those “aren’t you the blueberry with the garden veggie” kind of conversations. Nope. Too uncomfortably familiar, and a little smug, too. Result: I didn’t come in again for over a week. Not a grudge, exactly, but just needing a little distance.

Your turn: How do you feel about familiarity? How much is too much when you’re out, and what policy is encouraged in your business? How do you balance a little formality with a little friendliness to enhance your Customer Experience?



Grow and be well,

Kelly Erickson

Warning: Some Friends Don't Want You to Be Like Steve Jobs

I Think Your [Work] Should Be a Bit More Cookie-Cutter...

If you are open to new opinions, you are going to hear this a lot. (If you are not open to new opinions you're cutting off a source of new ideas for growing your business, so this is a lump you’ve got to take.)

It ain’t new, but the person who suggests it will inevitably think it’s novel and essential advice.

Having just written a post about The Mom Test, I think it’s a good time to take on the issue of cookie-cutter vs. Innovation again. If you’ve ever used The Mom Test you may have heard Mom make a request for the familiar already.

When Invited to Offer Their 2¢ Some Friends Are Going to Say It:

Why can’t this function a bit more like amazon’s site?”

You know, I read a book by so-and-so and I think if you could write more like that, you’d really have something.”

Don’t you think your food’s a little too avant-garde for this area?”

I like the logo of X [company]. What about a folksy little illustration like they have, right here?”

What Does Going Beyond Cookie-Cutter Get You?

ING stood out from the financial-industry pack with their revolutionary use of the color orange. (No, really—it caused quite a stir.)

Scott Ginsberg has made a career from “simply” wearing a nametag, 24/7, even when naysayers try to stop him

Apple... oh, well, you know Apple. When their Direction is clear, they don’t let anybody tell them No. Can you believe some friends don't want you to be like Steve Jobs?

Hayao Miyazaki is revitalizing animated films by bringing... umm... traditional animation back to film

Kenneth Branagh has offered Shakespeare to mass audiences again and again—and filmgoers love it

Dig Deeper...

When you hear from an apparent naysayer, suggesting your work be more cookie-cutter, dig deeper. Make him or her back it up. Ask for clarification. “I don’t think I understand you. Tell me more,” is a great way to break the negativity and look for the real issue. “This should be more like someone else’s,” may be a put-down from someone not keen to see you thrive, or there may be a legitimate usability, function, or quality issue.

Have you done your research? Are you offering needed solutions the client didn’t know were possible, or have you gone too far out on the limb to chase your dream?

Vision? Check. Needs? Check. Flawless Execution? Check.

If you’ve done your homework, listened and heard the cookie-cutter discussion, and addressed any real issues underlying it, hold fast. Create, shape, direct, innovate. Be compelling, be engaging, be necessary in a new way. Be a leader. With your research and planning, follow your Vision with utter focus.

Will you always succeed? ‘Fraid not. You will revisit the idea of becoming more cookie-cutter. Some do this sulking in the middle of the night, with a little Ben and Jerry’s... Chocolate Chip Cookie Dough. Resist! (The sulking, not the ice cream. There's a couple of classic innovators, who know it doesn't always work.)

You will measure results, track growth, and tweak your offerings.

Cookie-cutter is not an option. If your firm is like everyone else’s, then why should I choose you? If you want your business to grow and thrive, you’d better stand out—or you might as well sit down.

Has anyone ever told you that your space, your product, your service, or your website should be more cookie-cutter? Share your story here! What did you gain from digging deeper?



Grow and be well,

Kelly Erickson



P.S. This post has been sitting in my notes for a couple of months. Thanks to Caroline Middlebrook for lighting a fire under my tush to finish it, with an offhand remark.

Tip of the Week: Skip the Buzzwords

No “Functionality”

Functionality?

Please. Just say “function.” Maybe you really mean “usability,” or “usefulness.”

I had intended to write this post emphasizing that the word is not in the dictionary. Only it turns out it is: It’s an archaic word coined in 1871 and barely used again until it became the overused buzzword of the last year or so. Functionality is an awkward mouthful without adding any meaning.

Clear speech with no silly lingo. Your customers will thank you.



Grow and be well,

Kelly Erickson

The Mom Test

Does She Know the Secrets of Maximum Customer Experience?

At VisionPoints, we are huge believers in getting outside Perspective on your business. Plans, individual projects, and all aspects of completed Experience Design deserve a cold, hard look from a disinterested party—someone who doesn’t eat, sleep, and breathe understanding of and passion for your Vision.

Don’t get me wrong. I love your Vision (well, I would if I knew it), and I am the biggest believer in you and your staff being completely immersed in that Vision. It’s just that for you, it’s hard to imagine that anyone doesn’t “get it,” right?

Enter: Your Mom.*

When you were six, she was never afraid to tell you that your fly was undone. You need that more than ever right now. Tell her you’re a big kid and you can handle it. She does not have to like what you offer, whether it’s wine or camping supplies or Internet games or retirement communities. If necessary, tell her you know she’s not your target market, but you want her to try to think like [insert Ideal Customer profile here].

Do not prep Mom too much: She doesn’t know your company workings, just like potential customers do not know you. See? Fresh eyes.

At some point you’ll need professional Perspective, but maybe you’re not at that stage. Okay, then bite that bullet and call Mom, because you need a direct, in-person audit of your Customer Experience.

What Mom’s Going to Audit

Your company’s name

Business concept—Idea and execution

Look and comfort of your physical space (Signage, exterior, interior...)

Look and usability of your Internet presence (Website, blog, other...)

Look and feel of your logo and graphic materials (Yes, how your business cards, stationery, brochures, menus actually feel as well as how they look)

Service and other human interactions (On telephone, in person...)

What she’s seen, read, or heard about the company (not from you)

How would she search for [what she thinks you offer—no prompting with keywords!] on the Internet if she had a need, and does she find you? How long does it take her to find you (without actually typing in the company’s name)?

Mom’s Deliverables

Her understanding of what your company does or provides (Just a few sentences, no more)

Her quick impressions (first thoughts) and final (considered) thoughts on each audit point above

Does Mom think your company is Remarkable—worth talking about?

An easy way to achieve this, without making Mom do a write-up, is just to hook her up to a mic with a portable recorder. Record Mom thinking out loud to herself, to a staff member, or to you as she goes through this process. (For the service audit if your staff doesn’t recognize Mom let her walk around on her own, because—I hope—they do recognize you and will probably treat her differently knowing she’s the boss’ mother.)

Your Takeaways

Does she understand the company?

Can she make use of the company? (Find you on the Internet, find your office or store, make an appointment/reservation/order, find what she’s looking for in the store, get fabulous service... etc.)

How does she think the idea(s) will catch on?

Any other thoughts? Let Mom be free-form here: any thoughts may help you focus your direction

*You had to ask: “Why Mom?” It appears there is heated debate about the phrasing of The Mom Test. I knew I didn’t invent it, so I did a search on Yahoo!, and let’s just say there are believers in the phrase(more believers), and non-believers. Much of the discussion centers on the use of the term in the tech industry, where “ask Mom,” to some, is akin to making sure a caveman can do it.

I do not think your Mom is an idiot or a newbie. I do not want you to ask her because she is old, or female, or out-of-touch in any way. I do not know if your Mom is any of these things.  Loyal readers may know that I am a mom myself. I want you to ask Mom because 99% of mothers will not turn you down, like a buddy might; they will put 110% concentration into it, if you make sure you work it into Mom’s busy schedule; and (after you remind them a few times not to sugar-coat) most can give you the truth straight-up, with love and without an agenda. Remember your fly, the tag sticking out on your shirt, the time when she helped you finish your science project at midnight? Mom spots the littlest things, she knows how to pitch in, and she’s not afraid to be blunt, in a good way. For many people, Mom is their most Trusted Advisor.

Can your Dad do this? Yup. Give him the same tasks and he’ll be great. (Even if he thought burping was funny when you were growing up. He won’t think it’s funny when your staff does it.)

Your Mom wants you to succeed. The Mom Test is an audit that can help your company spot opportunities to improve your Customer Experience.

Have you used The Mom Test before? How did that external Perspective help your firm?



Grow and be well,

Kelly Erickson

& Thanks, FoHBoH

Welcome!

Welcome to members of FoHBoH* who are visiting after reading “Pain Points,” a featured blog article on FoHBoH's home page. If you enjoyed the article, get email or RSS updates to this blog for free by using the subscription area at left.

*For everybody else: FoHBoH stands for “Front of House/ Back of House,” insider-lingo for the two types of restaurant staff positions. The site is the up-and-coming “Voice of the Global Restaurant Industry.”

If this is your first time to the Maximum Customer Experience Blog, let me give you a quick introduction.

My name is Kelly Erickson. I’m the owner and Creative Director of VisionPoints, The Experience Designers. I write this blog to help your business grow, through tips, strategies, and stories about real-world Experience Design. Whether you are an owner, manager, or other interested party (“stakeholder”), this will help you put Experience Design to work, today.

A few articles to get you started:

The Experience Design 101 series

See your world from an outsider's Perspective: Dad and the Pickles at Einstein's

Ready to put a little vroom in your Customer Experience for the New Year? Ten-Point Tune-Up for Interiors

Quick tips to act on right now? 25 Details That Count (More Than You Think)

Whether you're part of a start-up, a small business, or an established company looking for new direction, I hope you’ll be part of many exciting conversations both here and on FoHBoH. Takeaway a doggie bag full of great ideas for growing your business, and grab your usual table a few times a week. I'd be glad to have you as a regular.

Dessert? Check out my About Page or visit VisionPoints, The Experience Designers to learn more.

And thanks, FoHBoH!



Grow and be well,

Kelly Erickson

How One Little Hobgoblin Can Help Your Business Grow

Is Keeping it Fresh, Mixing You Up?

Consistency is the hobgoblin of little minds.”
—Ralph Waldo Emerson

NOT.

A lot of businesses I’ve worked with are procedure-avoidant. Is it a fear of the difficulty of writing processes down? A desire to “mix it up” or “keep it fresh”? Are they worried about the hobgoblin?

You can’t afford the fear of having a procedural manual, graphic and interiors standards, an employee website—whatever your size firm needs to stay utterly consistent. Call it a roadmap, as we do at VisionPoints. You can’t go forward without clear, written processes. Your day-to-day processes may bore you if you do them the same way every day, but to your customers, that is top-of-the-mind gold.

It Is the Little Things That Count

Think back: When was the last time you went to a restaurant where water was on the table, without your requesting it, and refilled when empty or close, without requesting it? For me it’s been over a year since that happened! I don’t go to the “very best” places daily (though I do occasionally). This is something the very medium-est places could do with little expense and provide delight to their customers. These days water on the table at a restaurant without having to ask is so unusual as to be remarkable; so (a) do it and (b) do it always, in the same way. You will be remembered for it.

At the Panorama Motel, there are procedures to make sure they get the pen in just the same place every time on the desk, and the pillows turned the exact same way each time. Some hotels make sure there are chocolates on the pillow; some turn down your sheets at a precise time daily.

How about on the phone? When answering the phone, have a written procedure right in front of your receptionist—no errors, no “umm”s, no worries if someone else has to fill in. So much more professional, memorable, remarkable!

Free to Overpromise and Overdeliver

  • Your written procedures

... offer consistency and clarity to your employees, reducing stress and man-hours. If it’s all “so easy a monkey could do it,” then everyone knows what’s expected and can operate with fewer question marks above their heads. Staff is freed to get creative about delivering exceptional Experiences for your customers.

  • Your standards manual

... offers visual consistency so decisions about new materials, ads, and additions to your physical space are no-brainers: Do a new, brash ad in a youth magazine? Let’s see if it fits with the plan. Finishes for the new signage? Keep them in line with the overall vision.

Little minds in business fly by the seat of their pants, wasting time and money. That’s the true hobgoblin. Consistency is the Good Witch of progressive thinking in business, freeing staff and management for bigger issues.

Embrace written procedures. Involve your staff, and get started creating yours now, to grow your business and create awareness of your consistently great (Maximum!) Customer Experience.

What procedures could help your firm most? Share your ideas for creating customer loyalty through consistent procedures here!



Grow and be well,

Kelly Erickson

Plain-English: "Pain Points" in Experience Design

Just Tell Me Where It Hurts...

In sales and marketing circles you will hear a lot of advice about finding a prospective customer’s “pain point.” A pain point is the when and the why, the reason customers choose you: the point at which they realize you offer the solution to their need (their “pain”). I choose Lowe’s when I have a home improvement need because they’re comprehensive, generally helpful, and nearby; I choose a nail when I want to hang a picture because it’s simple, cheap, and readily available. The Mexican restaurant I choose most frequently, I patronize (when I'm hungry!) because it has the good fortune to be quite near to me, but mainly because my daughter, who rules our roost, loves their food and the fish they keep in a tank in the dining area. I’d bet they wouldn’t guess at least two of those pain points (Upscale Mexican restaurants satisfying small dictators? Fish tanks?). They’ve (probably accidentally) solved my pain points. This can be planned.

Today’s Experience Design case study: A friend is a loosely associated stakeholder in a local pub. They’ve got growth issues, as in they aren’t getting enough. My friend knows this and has been knocking around some ideas about how to pull in more patrons. We talked briefly about a somewhat gimmicky idea he’s had (it might have some merit), and then I asked the question not everyone is ready to hear: How about the basics?

How About the Basics?

My friend is one of many with an interest in the pub. I gave him a few thinking-points to go back to his group with, including most of the questions below. Try these to start your strategic thinking:

  • What is the growth plan for the business? In other words, how do you know you’re not reaching your target, and how will you know when you are?
  • What’s the overall Vision? Why are you in this business, doing it this way?
  • Do you know why current customers choose you? (This is their “pain point.”)
  • What is current business like (in terms of numbers, typical order, time in store, etc.)? Do you have regulars (fans), or once-and-done guests?
  • (This pub has a fairly captive stream of actual foot-traffic, actively NOT choosing them, so also) Have you asked about the habits of prospective guests who are not coming in? (Why are you not their solution to the pain?)
  • Do you patronize the pub when you’re nearby?
  • What’s your Internet presence like? (I did my homework--theirs is distinctly uninformative and uninviting.)
  • Are your signage and entry drawing people in?
  • What’s the atmosphere like (interiors, fellow patrons, noise level)?
  • Is your menu clear and inviting? Do guests have to guess at or hunt for information?
  • Have you anonymously evaluated the service?
  • How’s the food (the drinks, and the wait)?
  • Have you interviewed the bartender, the chef, and your servers to get their opinions of what is and is not working? Remember, these internal stakeholders may be much more in tune than office staff to the problems and the potential of your business--they interact with customers every day!
  • Before throwing good money at gimmicks, what efforts are you currently making in publicizing the business? What sort of return do you see on these efforts?
  • Have you devoted enough effort to the research and strategic planning that will tell you whether an (expensive) gimmick is the right step for the pub?

I invited my friend to suggest VisionPoints if they’d like help working on growing their business. Will I hear from them? Sometimes prospects are not yet ready to listen to your message. (Just like the patrons they want to draw in to the pub!) Their pain is not yet acute enough to see the need for an outside solution.

What would you add to this list? What basic points should owners and managers evaluate to discover the holes in their current Customer Experience? How do you find and resolve the “pain points” of your current and prospective customers?



Grow and be well,

Kelly Erickson


P.S. Still thinking about gimmicks? Don't miss Seth Godin's take on transforming gimmicks by adding customer value.

Experience Design 101: Part Eleven

Are You Ready to Be a Visionary?

This is part eleven of 13 in the Experience Design 101 series. For links to all the articles in this series, click here.

Not much happens without a dream.
And for something great to happen,
There must be a great dream.”
—Robert K. Greenleaf, former Director of Management Research for AT&T (from his book Servant Leadership, 1977)

In an affectionate biographical spot on Turner Classic Movies, Gary Cooper’s daughter Maria Cooper Janis says that her father knew what the public expected of his work. “Just make me the hero,” he told writer Niven Busch, “and everything will be fine.” Cooper clearly had the Vision to see the whole arc of his career pretty early on, and it gave his film roles a cohesive feeling that contributed to his stardom. We know what to expect when we think of classic film stars such as Katherine Hepburn, Cary Grant, and Cooper. Far from seeing this as typecasting, they saw it as part of maintaining a strong connection with their audience.

Cooper’s Model for Business Development

Call it Cooper’s model for business development. In part five we talked about crafting a Vision statement and finding your Purpose. With your research and planning backing you up, now envision how you want your company’s future to arc. Concentrate on that arc to connect with your audience of customers and prospects. As Stephen Covey wrote, “... [in] business.... the extent to which you begin with the end in mind often determines whether or not you are able to create a successful enterprise.” Write out every aspect of this arc. When you get typecast by the public, you don’t want to be surprised. You want to be able to point to your Vision and know that you’ve been typecast as the leaders in what you provide, because you aimed for it with Pinpoint precision and carefully made it happen.

In your business, this precise aim will guide your actions (Does this activity or offshoot fit with our Vision?) and provide benchmarks (Are we reaching the market we’ve Pinpointed? Are we providing the ideal solution that creates great Customer Experience?). Gary Cooper may have known what he was aiming for, but some of his quirky early roles show it took some time for him to align his strengths and goals, with the road he was on.

A Visionary Leader

“Me? A Visionary leader?” you say. Many owners of smaller businesses are initially uncomfortable in this role. Here’s where your planning pays off: A clearly defined and executed Vision is the hook that gets you, your staff, your customers, and prospective customers excited about and involved in your success. A Pinpointed definition and direction for your firm creates loyal fans, and makes introducing yourself and your business easier. When you take on the responsibility of being a Visionary for your firm, you’ll share your secret instead of “prospecting” or “networking,” knowing that you have a unique offering of value to others.

Your enthusiasm can make Visionaries of others, too: Think of Steve Jobs or Jeff Bezos, with their infectious energy and unshakeable belief in helping customers with their offerings. Their devotees preach about Apple and Amazon as fervently as any Gary Cooper fan ever told a friend, “You’ve got to go see Sergeant York. What an experience!”

The Best Customer Experience

Ready? Be a Visionary. It’s an adventure in left-side-of-the-brain planning and right-side creativity. Having that Vision in place is a lot less risky than running a company, gambling your future, without the end in mind. Pinpoint your goals, your strengths, your customers’ needs, and your ability to deliver. Position your firm to align with your Vision across all aspects of customer experience, and get your customers saying, “You’ve got to try this new company. They were so focused on getting me what I needed. They’re the best at what they do, and it’s a great experience dealing with them.”


Quien no se aventura, no pasa la mar.”
—Proverb [“He who has no adventures, cannot cross the sea.”]


Grow and be well,

Kelly Erickson


Next up in the series: Part Twelve: How to put Experience Design to work, today: 11 Tips

P.S. If you're enjoying the Maximum Customer Experience Blog, subscribe today (at top left) and get updates delivered by email or RSS. It's easy and it's free!

Here's How You Can Get the Jump on Target

It All Starts With a Paper Bag

Oh, Target, one of my favorite Big Boys... please go green! Offer Use paper bags at all your checkouts. Only have plastic for larger bags, or better yet design innovative paper for larger bags, too. Be a leader and a Visionary! Tell the world that plastic is out!

Think of the p.r. possibilities... you could ask Al Gore to be on your board to spearhead truly cutting-edge ideas, find an innovative reuse for the backstock of plastic bags in your warehouses, start asking “Would you like a bag for that” instead of assuming I need a bag for one or two items (think of the savings)... lead the way!

I refuse bags of any kind whenever I can (trees count, too!), but on big orders I’ve got to bag things. When I’m at my local Target, I am in pain thinking of all the wasted petroleum as my order is bagged. In my house we reuse plastic bags as wastebasket liners, but sometimes even with reuse the bags get ahead of the need. Target, you can’t really be ahead of the curve on this one, because green is here, but you are capable of reshaping the debate from your clever, culture-shifting bully pulpit.

*end rant*

Advice for Small Businesses

Go green and be part of the culture shift. The secret: Start with something small, like paper bags for Target.

With a little research, changes you make for the Earth can often save money and create fans, too. Although the environment is more top-of-the-mind than ever right now, it’s still being used very little at smaller companies, so there’s room to make changes that make a positive impression on your customers.

Beware: Don’t do it just for the press. Your customers can tell when they’re being played.

Be proud of it, and if you’ve made an innovative change that really makes a difference to your bottom line or to your Customer Experience, shout about it! Write a press release, make it part of a new ad campaign, or describe the benefits of your changes in a blog article.

You may attract new customers with your forward-thinking message. You will give current customers yet another reason to smile when they choose to do business with you.


Have you made a change that helped the Earth and helped your business attract new customers or delight current customers in the process? Leave a comment about it here!



Grow and be well,

Kelly Erickson

Tip of the Week: You Don't Ask This Often Enough

How Did You Find Us?

Start asking this simple question today. On the phone, in person, on the Internet. It’s the quickest strategic research available to your growing business. I’ll be writing more about this subject soon, but I don’t want to you to wait another day.

Track the responses you get in a simple database, or your CRM (Customer Relationship Management) software if you have it.

This simple question can train you to see which opportunities will enhance the public’s Perception of your firm, and which are already falling on deaf ears. I hear money being saved, and put to better use!

What is the most surprising answer you’ve gotten when you asked, “How did you find us?” How did it help you align your company’s Purpose with the public’s Perception?



Grow and be well,

Kelly Erickson

Experience Design 101: Part Ten

Uniqueness and Innovation: What Have You Got That I Haven’t Got?

This is part ten of 13 in the Experience Design 101 series. For links to all the articles in this series, click here.

What have they got that I haven’t got? Courage.”*
—Bert Lahr as The Cowardly Lion in the movie The Wizard of Oz, 1939

Let’s turn that question around. As business owners and managers, it is more important for us to know what we have that others haven’t. This can (in part) be accomplished by discovering what others have. To really capture prospective customers, focus less on offering what others have, or find yourself trapped:

Innovation Trap #1: NONE

Is there anything less creative than “Jamie’s Discount Liquors”? How about “A Cut Above” hair salon? Okay, it’s a tie. [These are made up, but typical. A sign I drove by today, not at all made up: “Expert Car Repairs.” What does everyone else offer, inexpert car repairs?]

Why do some business categories seem to invite the uninspired, in naming and in concept? These companies are doing the same thing everyone else does, at the same price and hours, in the same way. They may issue such taglines as “Our Difference Is Our People” or “Your Neighborhood Source,” but they engender no loyalty at all, because everyone’s “difference” is their people, and because if I’m in another neighborhood, I’m sure not going to travel far when I need a commodity I can get in any neighborhood. This creates price-hunting customers who literally can’t recommend you, because they can’t remember anything remarkable about you.

Why handicap yourself by being one of hundreds, right at the start? Discover your uniqueness, and reinforce it every chance you get.

What have you (the business) got that I (the consumer) haven’t got? What should I buy from you?

Rethink the same question: What have you got that I (a competitor) haven’t got? Why should the consumer buy only from you?

How can your firm, starting up or ready to re-invent, escape the trap of clichés and tired, expected concepts?

  1. Research
  2. Evaluate
  3. Innovate

Lots of entrepreneurs skip right to number three. Don’t do this, or you may fall into:

Innovation Trap #2: TOO MUCH

This trap is filled with clever, meaningless names of firms which are often light on business concept. Their owners didn’t want to be tied down to a definition.

“Burnt Orange,” “Omnitia,” “The Smiling Face.” Are they bars? Graphic design firms? Grocery stores? The only thing were sure of is that they’re not law firms, which almost always fall squarely into Trap #1 (Weatherby, Weatherby, and Jones, anyone?) [Again, all are made up but typical, to my knowledge. If I gotcha, sorry.]

Having chosen not to define themselves, these companies may find themselves on a very slow growth curve, working overtime for simple name recognition, and being defined by outside forces. Eventually Burnt Orange, with their four-star chef, may find the bar crowded with beer and munchies lovers and their beef carpaccio with caviar tapenade untouched. The chef, feeling useless, wants out. Omnitia, art-printers, has a line at the 10¢ copier; The Smiling Face, “handymen,” find themselves doing estate cleanouts.

How to Avoid the Traps

1. Research

You know the field you want to pursue: arranging snowmobilers’ vacations; tailoring bespoke men’s suits; developing software for telecommunications. Learn all you can about the field.

Check out the competition—what they are successfully doing gives you an idea of what the public is already paying for;

Consult with (talk to) this public—holes in what is currently available may show the niche you alone can serve. My favorite technique for this is a six-to-ten question interview, open-ended (no questions that can be answered “yes” or “no”), to quickly get raves, gripes, and ideas from potential customers. Insider’s tip: Customers and prospects LOVE to be interviewed for their insights!

2. Evaluate

What can you, uniquely, offer that is wanted and needed, but is an itch your customer doesn’t know how to scratch? Evaluate the results of your research, looking to be just beyond what others think is possible. This step should really tax your creativity. Dream about the farthest edge of possibilities, like Henry Ford, who said,

If I had asked people what they wanted, they would have said faster horses.”

You’ve done your research and perhaps heard a similar answer. As you evaluate, stretch these answers... faster transportation... Less constant upkeep... mass availability... Cars!

Remember when a “7–11” was a big deal, because they were the only place you could go so early or so late? What a perfect name to highlight the edge they found for their business concept!

3. Innovate

Look at your abilities and passions in light of the needs you’ve uncovered and the holes in the current market. In your evaluation, you brainstormed and dreamed about the potential uncovered in your research. As you refine your concept, tell the story of What You’ve Got That I Haven’t Got. Don’t dream about being just another corner café, just another barber, or just another convenience store. Keep pushing your ideas. How can you reinvent the traditional model?

Remember that your name is the most important ad you’ll ever write, and do NOT settle for less than the best name to position and grow your innovative firm. When your business concept is as fresh and innovative as you can make it your name should be clear, to draw your prospects in, not crazy, to leave question marks above their heads.

Demonstrate your unique position in the marketplace. Don’t choose a name:

(a) that I could substitute with anyone else’s name or location with no loss of meaning (Don’s, Violet’s, or Harris Street Discount Liquors)

(b) that could fit in any other profession with no loss or gain of meaning (The Smiling Face... dentists, martini bar, plastic surgeons)

(c) that does not inspire, provoke excitement, or create curiosity ABOUT WORKING WITH YOU (Yes, I wonder what Omnitia does, but not long enough to remember their name, since as far as I can tell it has no relevance for me)

Innovation is difficult but not impossible to come by. Your packaging of innovation is what will make your firm unique. Offer more than an incremental improvement. Aim beyond faster horses—with solid research and time spent evaluating the field and your prospects, solve deep, underlying needs.

Convey your very specific offering in your naming and in all other aspects of your business, avoiding the traps, and your firm will get a jump-start in the minds of your customers.

So, what have you got that we haven’t got?

Leave a comment about what makes your business truly unique.



Grow and be well,

Kelly Erickson


*Spoiler: That wasn’t really true about the Cowardly Lion.   ;)

P.S. For more on innovation, you can’t do any better than The Innovator's Solution, by Clayton Christensen. It’s a mind-expanding book that aims to make innovation into a repeatable process.


Next up in the series: Part Eleven: Are you ready to be a Visionary?

And another thing: If you're enjoying the Maximum Customer Experience Blog, subscribe today (at top left) and get updates delivered by email or RSS. It's easy and it's free!

For Retailers Only

Audit Your Interiors Now

For tips on how to do this, read on.



Grow and be well,

Kelly Erickson

Tip of the Week: Courage

Courage can’t see around corners

Courage can’t see around corners,
but goes around them anyway.
—Michael McLaughlin

Your business requires bravery to flourish. Change is the agent of growth—process improvements, change of direction, expansion, and image enhancements of all kinds require the kind of faith in a better future that is bravery.

It does take courage to make changes, but the alternative is stagnation—in business, that is death. If you think you can’t make the right choice, think about this: Not acting is also a choice.

Take one step, today, proactively moving toward growth for your firm. Pretty soon, you’ll round the corner.



Grow and be well,

Kelly Erickson

Update: Christine O'Kelly wrote a much more detailed post on this subject a couple of days later. Check out How I Stopped Listening to Experts and Started Making Money. Only, of course, I do advise listening to experts when you can. Just don't get paralyzed by expertise!

The Bucket List

Create Maximum Customer Experience Before You Kick It?

The Bucket List, starring Jack Nicholson and Morgan Freeman, came out on Christmas Day in larger cities. I hoped to go see it that week but I didn’t have the chance, so tonight for a little belated Happy Birthday to Me, I went. (What’s that? Oh, thanks.)

A lot of folks are writing their own Bucket Blogs lately, and having privately done variations of it a few times before, I am now NOT going to offer another Bucket List to the ether. That would be way too off-topic for the MCE Blog.

Instead a few quick takes on the Experience I had tonight:

My local mega-theatre has installed convenient automated machines for purchasing tickets if you are paying by debit or credit card. This, apparently, is very handy when the lines are enormous, as they were tonight. The only problem is, they are hard to spot, and when a managerial-type walked the line yelling to use them if we weren’t paying cash, there was no way to get out of the line to do so (ropes keeping us snaking toward the front) unless you were a limbo artist. So most of us heard the call, looked around, and gave up and continued to wait, now frustrated at the sight of a faster way that we couldn’t get near.

The Bucket List was packed. This was its opening day here in Delaware (who knew?). What the room was packed with surprised me, also... I had expected to be just about the youngest person in the room (and if you’re wondering, it was not a terribly young birthday I just celebrated), but the crowd around me was as multi-aged as any I have ever seen in a theatre. In front of me there were four just-about-twenty year olds on a double date. Next to me were a couple who were in their early thirties. The room went from late teens to late... well, let’s just say all the way to very late. There were a lot of couples, but also a large number of groups, mainly of women. This is probably not too surprising, but the range of ages really was a surprise to me.

The ads and promos went on forever. I do go to the movies a few times a year so I know this isn’t big news, but this was the worst ever. I felt like throwing tomatoes, but alas I had none, and it would have done nothing to alleviate my suffering anyway. I’m sure there’s no human deciding when to start the show based on number of tomatoes being tossed.


What can you take from this moviegoer’s Experience?

1. If you offer conveniences, make them convenient! Trapped in line for tickets, I felt like the snowman in Pixar’s Knick Knack.

2. Bridge generations with your product or service. I would have loved to interview a few of the younger people who came, because really I can’t tell you what brought them in, but I was a bit too teary to look professional.

3. DO. NOT. IRRITATE your customers! The thing about the ads is, a couple of ads lets stragglers get in without missing the first minutes. Fifteen minutes of them encourages everyone to become a straggler, because they know the start time is not the start time. Don’t do this to the people who give money to you.


Last: Go see The Bucket List. The film Experience was as good as I hoped it would be.



Grow and be well,

Kelly Erickson

Lessons Learned at Lunch Lately

Dad and the Pickles at Einsteins

When my Dad was here in Delaware visiting a couple of months ago, we went out to lunch. I asked where he’d like to go with the world of food at his disposal (not the case when he’s in Hampton, New York). He couldn’t remember the name of the place but to my surprise he knew exactly where he wanted to go: Einstein Bros. Bagels, which he requested this way: “The place with the bagel dogs.”

Four quick points to use in your business:

1. All the way from Hampton, all the way from six-plus months before, Dad remembered he wanted to eat there because of the bagel dogs. He couldn’t remember their name but he had no hesitation about where to go, and as we drove he raved all the way there, wishing they had something similar near him. I reminded him of Bruegger’s, my personal fave, near Glens Falls, NY, but it is (a) too far from Hampton for a casual lunch; (b) too risky in his mind—turns out he doesn’t really wish there were something similar, he actually wants an Einstein’s; (c) unlucky enough to be located in the same parking lot as something he’d rather eat, if he has gone all the way to Glens Falls for an errand. Do you have something so remarkable going on in your firm?

2. When we arrived, Einstein’s was (gasp!) out of bagel dogs. We turned to leave. They stopped us by volunteering to make him a fresh bagel dog, which made Dad a very happy customer. I told him this made me a very surprised customer, since I have been in many times with my daughter who is also a bagel dog fanatic, been told they were out, and never had anyone offer to make one fresh. I wasn’t even aware that they could do that! I was a bit miffed, in fact, wondering if it was Dad’s authoritative air that got them to make the offer, or general disrespect for little people (whose mothers may be among their most devoted customers, and who are after all paying the same 5 bucks for their meal as Dad) that caused me never to have heard the offer before, or whether they were just bored on this particular day and would never make the offer again to anyone, or whether the level of Einstein’s service is dependent on the particular human being behind the counter that day. Can you go out of the way for your customers? Make it the standard—don’t let it be dependent on the staff’s mood, the traffic you have that day, or any prejudice about an individual customer.

3. The custom dog turned out badly, overtoasted and dry. Still, did their extra efforts and my Dad’s eager anticipation of the meal cancel out the poor result? Don’t miss the touchdown because of a fumble.

In addition to a poor dog, my Dad ordered a seafood soup which turned out to be Manhattan-style (a devoted New Englander who forgot he was nowhere near New England, he didn’t even think to ask, and really doesn’t like red chowders). He gave it a try since it was paid for, and he described it as “a few lonely bits of seafood tossed into a vegetable soup.” This was a serious disappointment, as seafood soup conjures up all sorts of lovely upscale luncheon images for Dad. The promise was there, but the soup failed him, too. Always overdeliver.

4. “The best part is the pickle,” said Dad, who ate his and then grabbed mine, very happy that I forgot to tell them my usual “no pickles” near my sandwich. (My sandwich? I loved it as usual. I am biased.) “It’s the best pickle I’ve had in a long time, and it was free.” When all else fails, make the extras really special. What small, memorable value can you add to your product or service?


What will my father remember about this meal, the next time he’s in Delaware? Friendly people who went out of their way with a smile? Bad dog, bad chowder? Good pickles?

Will he ask me to take him there again?



Grow and be well,

Kelly Erickson

25 Details That Count (More Than You Think)

The Little Things That Mean a Lot

  1. Excellent lighting
  2. Clean exterior
  3. Uncluttered, dust-free interior
  4. Comfortable seating
  5. Nice smell
  6. Up-to-date look (“modern”):

Not necessarily hip or trendy, but really—no fraying, no significant wear, no dated design theme or color scheme in any aspect. For instance? Harvest gold—quick, name a decade! Helvetica typeface on business cards? (Same decade...)

  1. Good toilet paper
  2. Large signage
  3. Wide aisles (wide booths, wide parking spots... “elbow room”)
  4. Quality paper:

Business cards, brochures, stationery—cheap gets thrown out, but many feel too guilty to throw out high-quality promotional materials, which become a keeper or (better?) a pass-along resource.

  1. Top-notch writing skills:

No typos. Sound knowledgeable, authoritative, positive.

  1. Simple web design (fewer bells and whistles)
  2. Use Fewer Words
  3. Reasonable noise level (din of customers, of machinery, of traffic...)
  4. Unobtrusive, appropriate ambient sound (music, usually)
  5. Free refreshments while waiting (Really! Try it!)
  6. Smiling staff
  7. Clean staff
  8. Well-groomed staff
  9. Well-spoken staff
  10. Knowledgeable staff
  11. Involved staff
  12. Superior listening skills
  13. Understanding your customer
  14. Clear Vision.

BONUS DETAIL: Pleasant surprises.

Grow and be well,

Kelly Erickson

Exclusive: Experience Design for Startups

You Can't Afford to Miss This One

Thriving firms, look out—this post is geared toward brand-new businesses. (Okay, more established businesses may benefit from these ideas also.)

As the owner of a startup company, you may feel like you can’t afford to hire a designer.

Quick plug for the entire design world (you know what we’ll say): Often, you can’t afford not to hire us. Sometimes we can save you money in costly errors; often we can save you time—which gets your party started faster; well-directed money is always more effective at launching your company than scattered efforts. If you can’t hire a designer (naturally, I recommend an Experience Designer) for your entire project, sometimes a very focused consultation can give you insight that guides your efforts and saves you from spinning your wheels.
Ahem, I had to do that. Guild rules or something. Back to the article now.

Now, if you’ve just got to go it alone, how can you best implement just a few elements of Experience Design that will boost your startup now and long-term?

Top Three Musts for Startups

1. Research and write down an Experience Design plan

Vision (Your “destination”)
Budget
Ideal Customer/ Ideal Solution
Goals (Points that help you know when you’ve reached your destination)

2. Start with a great name

As I wrote in Key Concepts, quite simply—your company’s name is the most important ad you’ll ever write.

3. Get some help—see your company the way others will see it

Some advise getting opinions of friends and family (some advise against it!); some suggest an advisory panel of business associates; these days, some suggest Internet help.
Even if it’s the coworkers at the place you moonlight with while you begin, get some in-person (not Internet, they can’t see your place), objective (this may rule out family...) opinions on your name, your basic business concept, your look (I mean your site but if they have opinions on your personal appearance take those opinions gratefully, too), and your plan.

If you’ve gotten this far, you’re in love with your idea—get someone who isn’t, to tell you what works and what definitely doesn’t.

If possible, get this advice from a few people who are similar to your Ideal Customer profile, so they can give an informed opinion, but don’t fret if they have no connection to your field. Very fresh, outsider opinion is also quite valuable, as long as the person can put him- or herself in the shoes of a customer. [If Granny says she doesn’t get it, is it because she’s not your target market and isn’t trying to imagine being in their shoes (not a good advisor), or is it because the idea or execution of the idea stinks (a very good advisor)? Know your Granny to answer that one.]

Bonus “Must”:

Quick impressions are very useful. After all, most potential clients, like potential suitors, are going to make very quick judgments when deciding to accept or reject your company. Periodically clear your mind and do a “quick look” at your brand-new baby business. Whatever you notice first is the area to focus your attention on. Have advisors do this too. If a color glares at them, or clutter or (heaven forbid!) dirt is what they notice, if they drive up and can’t find your signs, if they can’t remember your name or it has bad associations in their mind... these are the things prospects will catch, too.


When I sign these postings, I really mean these last few words. If you are the owner of a fledgling startup, then I wish this for you *double* today:



Grow and be well,

Kelly Erickson

Experience Design 101: Part Nine

Firm Growth (Not) Guaranteed

This is part nine of 13 in the Experience Design 101 series. For links to all the articles in this series, click here.

In the previous post in this series we discussed how to measure the ROI of Experience Design. I wish I could say that when all the research, planning, and building is done, growth of your business is effortlessly guaranteed.

Growth is measurable, but not guaranteed, because fully implementing Experience Design is not just about finishing construction, printing, a website re-launch, or a major event. Experience Design does not come together without that volatile element, human interaction. Interactions happen every day, whether you design them or not. Planned Interactive Design eases a lot of that volatility, and like other elements of good Experience Design, gives you a roadmap to follow as you go forward with your plans for growth.

Buy-in is crucial

In aiming for Maximum Customer Experience, "buy-in" is whether a stakeholder understands, believes in, and is willing to be a part of getting your message across to others. Are they committed to the same goals you are? Do they identify with who you are? In other words, do they “buy it” or not?

Who is a stakeholder? A short list includes management, staff, and investors (internal stakeholders); suppliers, customers, prospective customers, and as you become well-known, the general public (external stakeholders). Each of these has a chance to affect how well your business runs by their enthusiasm and devotion to your Vision. In a perfect world, your stakeholders can even become fans. All stakeholders are partners in Maximum Customer Experience for better or for worse, and everybody’s a stakeholder.

You read in part 5 about defining your Vision—the message, talents, viewpoints, and values which are your strengths. Do staff understand and contribute to your goals? Your internal stakeholders—management and staff—will make or break your Experience Design. Do you know if you have their buy-in?

America the Ungrateful?

In an October 23 blog article, Seth Godin alerted readers to news about one of my favorite big boys. “In the middle of its biggest growth spurt ever, ...Apple fired 800 of its employees for stealing. They were caught grabbing $100 rebates on the iPhones Apple had given them for free.” I was astonished to read that one of my Maximum Customer Experience heroes apparently has a problem with incomplete buy-in. Apple would not tolerate it, however, and firing these employees sends a message to internal stakeholders and external fans that integrity is a major core value at Apple.

Were these people underpaid, overworked, feeling wronged by Apple, or just spoiled? Their company hands them a great new gadget tons of people drool over and stand in line for, but it’s not enough. This sense of resentment and entitlement seems ready to rot our sense of right and wrong in America, the bountiful (and sometimes ungrateful).

Well-done to Apple for having the courage to fire these folks. Slapping their hands would have demoralized the internal stakeholders who would never think of biting the hand that feeds them, and would have nipped away at external stakeholders’ faith in the company. Apple used this crisis to ask for loyalty inside the company and out. Either you buy in to our Vision, or you don’t. It could even be a polarizing statement, but to stand by their Vision they took that chance.

Interactive Design and Purpose

You can not control the human element, in business or in life. In business, however, you do need to be designing and directing the human element. I can walk in to a McDonald’s—the same McDonald’s, mind you—at three different times of day/ days of the week and have three vastly different experiences. If you doubt the truth of this, try these next week:

1) Monday, 8:45 am; 2) Wednesday, 2:15 pm; 3) Saturday, 11:00 pm (or as close to closing as your bedtime allows; this requires a McD’s that is not 24-hour, obviously).

I do not know where you live, but I will nearly guarantee you:

1) Rushed, but efficient; 2) Unhurried, uninterested, probably dirty, likely serving fairly old food; 3) Annoyed, self-interested (loud, gossipy/giggly), unwilling to accommodate special requests, possibly limiting the menu to items they can cook on the apparatus they haven’t cleaned yet.

Is this because McDonald’s, the corporation, does not value Interactive Experience? Not at all. (In fairness, I have run into a few rare exceptions to this rule as I travel. If you live near one, just know that you are lucky.) This is because in Interactive Design, the top advantage you, the small- to medium-business owner have over the big boys, is your size. The smaller you are, the more closely you can tie your company’s Purpose in with your staff’s understanding of Who You Are.

When you work on defining your Vision, discuss Purpose with staff; get their take on your strengths and opportunities; make sure they understand how vital they are to your growth. Staff communicate how much they value the firm in everything from body language to attire to actual verbal clues. You can not control your external stakeholders, except indirectly through messaging. You can insist that your internal stakeholders project the Vision they’ve helped craft, in all their interactions with customers, suppliers, and the public. That messaging is worth thousands in advertising. When you surround yourself with people who understand and believe in your Purpose as fervently as you are, you can expect them to help turn others into fans, too.

Customer Interaction with “Propheteers”

Having the biggest fans of your firm (“propheteers”) on the inside is the best way to keep the message strong. As you grow, find your internal “Propheteers,” and reward them as they continue to instill your Vision in your growing staff. One Jeff Bezos or Steve Jobs is great, but you will need many as you grow. Only then can you avoid the plight of the McDonald’s of a Thousand Faces, where I never know the quality of the service I’ll receive, or the quality of what I’ll be served.

The guarantee

Interactive Design is the key element most smaller firms miss. Improving human-to-human interactions with planning and considered research is a critical factor you can start to take advantage of today. No advertisement can deliver messaging to make your new Experience Design hum like your own internal stakeholders can.



Grow and be well,

Kelly Erickson


Next up in the series: Part Ten: Uniqueness and innovation: What have you got that I haven’t got?

P.S. If you're enjoying the Maximum Customer Experience Blog, subscribe today (at top left) and get updates delivered by email or RSS. It's easy and it's free!

Tip of the Week: Briefly...

The Concise Guide to Advertising

Use Fewer Words.



Grow and be well,

Kelly Erickson