customer understanding

What is the New Normal for Your Customers?

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That’s the ten-million-dollar question, isn’t it? What is the new normal? How can you know? Our answer? You can’t.

We frequently have clients who ask us to ask their customers to predict future behaviour. Purchase intent or behavioural intent are no more predictable than whether a pandemic will suddenly shut down the entire world and kill millions of people. It never has been. That’s why financial offerings have all those disclaimers about forward-looking statements. It’s the same reason that there are statements like “past behaviour is not an indicator of future performance”. It’s the same for your customers. The best you can hope for, is to play the odds. And the best way to do that, is to ask them to think, as much as possible, about now, or as close to now, as you can. The precious present (circumstances) is all they really have a good handle on.

They’re sort of good at recalling what they do under normal circumstances, although they may filter their behaviour through a lens of “what I should do”. We saw this in action back in the early days of mobile research. We had a group of moms completing food diaries. Now when they did this on paper, they would note that they gave their kids an unhealthy snack three days in a row, and might erase and replace with a more acceptable answer. But when they did the diary in real time on mobile, they didn’t have the same opportunity to edit themselves. Eureka! An insight was born.

They’re even less good at predicting what they will do, because they will try to apply logic and reason – especially if they are trained in using rubrics and logic to make decisions (think doctors, engineers, or actuaries). So you can’t take them at face value.

You can, however, take stock in the directionality of their answers – if they are more likely to do something versus another thing, or if they think your new option is more appealing than your current one. So do listen to what they are saying. And if you get them to complain about something they don’t like, listen VERY carefully. Discomfort is something they are often best at expressing. Then stop. Do not ask them to solve their problem, or tell you how. After all, if they knew how, they would have solved it already, or would have asked you to solve it. And if (worst case scenario), they did tell you how to solve it and you simply didn’t want to respond? Now you’ve poked the bear, and you’ll have to work extra hard to regain their trust.

So the short answer to what is the new normal for your customers is, whatever they are experiencing and doing right now. Because tomorrow? That never comes.

I’m Megann Willson, and I’m one of the Partners here at PANOPTIKA. We work with our clients to help them make better decisions and build stronger relationships with customers. You can also find us on LinkedIn, on Facebook, or on Twitter. And you can sign up below for regular news you can use.

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How to Deal with an Angry Customer

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We’ve all had one. And in some situations, if not many, we aren’t the source of their anger. It’s frustrating. We can feel even more powerless when it seems obvious what needs to be done to assuage their angry feelings, but we don’t seem to have the authority to do it.

How to deal with an angry customer in that situation? Here are a few tips to get you started:

  1. First, use your empathy. Put yourself in their shoes and consider what might make you feel better.
  2. Ask yourself, is their concern legitimate?
  3. Next, think about the people who do have the authority to do something, and get creative. What might you do or say that will get them to open their minds?
  4. Apologize to the angry customer. Even if you feel like it isn’t your fault. Acknowledge that they have a right to their anger.
  5. Take responsibility. Let them know you will do everything you can to assist.
  6. Set boundaries. State clearly that you are going to be respectful during your conversation, and you are sure they will do likewise (even if you’re not so sure).
  7. Commit to listening. No matter how angry the customer seems in their delivery, hear their words.
  8. Answer customer anger with questions. Find out more. Why is that? And then what happened? What was the impact on you? How can you help?
  9. Do or say something that is within your power, that will move the situation forward, even if it is just a little.
  10. Keep working to change the policy that prevents you from solving the problem.

Lastly, remind yourself of this: not every problem can be solved today. Solutions will reveal themselves in their own good time. And as long as you have done everything in your power to make it better, be satisfied that you made the effort.

I’m Megann Willson, and I’m one of the Partners here at PANOPTIKA. We work with our clients to help them engage their customers (even angry customers), and to see everything they need to know to make better decisions and grow their careers or their businesses. You can also find us on Twitter, on Facebook, or on LinkedIn. And weekly, we share some more insights in our News you Can Use. Get it Below.

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The Longer You Hide From Issues, the Bigger They Get

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Have you ever seen a little kid hide their face, thinking that if they do that, no one will see them? Not facing up to issues is a big like that. Not only do they keep on coming, but the longer you hide from issues, the bigger they get. And eventually, just like with the little kid, they’re eventually so close that you have no choice but to deal with them…but on their terms, not yours.

So what can you do? It depends on the issue. Is it a potential issue, or a risk? Something that could go wrong? Then the best course of action is to investigate. You need to determine whether the issue or outcome you’re worried about is real. That takes research, or seeking feedback, or plain old listening. Once you’ve established that what you’re worried about could happen, it’s time to do a risk assessment. That entails two parts:

  1. Evaluating the degree of risk, or probability
  2. Deciding how much tolerance you have for taking the risk, knowing the degree of probability that it will happen

Once you’ve done that, you’ll be able to make a more informed plan of action, rather than just waiting and hoping.

On the other hand, there are issues that you’ve already created for yourself. The odds, or probability, of an issue directly caused by your actions (a customer service error, or a major faux pas with your audience or stakeholders) being harmful to your business, are 100%. At that point, you need to fix it. The classic apology strategy goes like this:

  1. Express regret. Say you’re sorry. Say it publicly.
  2. Explain what you did wrong so the person/people wronged know you understand.
  3. Acknowledge your responsibility to fix it.
  4. State very clearly that you will commit to not doing it again.
  5. Make an offer of reparation – don’t just fix it, but take the penalty.
  6. Ask for their forgiveness.

And then, most importantly of all, don’t demand that their forgiveness is given on your timeline. And don’t hide, hoping it will all blow over. It won’t. No matter how much you hide, the injury will never go away, but by taking an active part, you can help it to heal. That means getting back to business, doing your work, and continuing to keep the commitments you’ve made as part of your apology – no matter how much it stings your ego to do so.

I’m Megann Willson, and I’m one of the Partners here at PANOPTIKA. We help our clients see everything in their business environment, so they can make better decisions and forge stronger relationships with their customers, clients, and constituents. You can also find us on Twitter, Facebook, or LinkedIn. Or you can receive weekly news by signing up with the orange button, below.

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Can’t You Always Get What You Want?

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Courtesy of Gerd Altmann via Pixabay
One of the most challenging things you may face with your customers or buyers, is when they push back and say they want to pay a different price, or have different delivery terms, or change what you were hoping to receive. In a business-to-business or account-based-selling environment, this can be a frequent occurrence, so it’s useful to learn how to deal with it. 

The difficulty, or risk, is that if you counter with another option, they may walk away. You might damage the relationship. So the first thing to consider, is the lifetime value of that customer. Are they likely to purchase again and again over time? If so, you need figure out how to be more accommodating, without “giving away the store”. How can you do that?

If you’re familiar with “how-might-we” thinking, you’ll know that it is most often used in idea generation. But at its heart, the ideas you are trying to generate are solutions to problems. That means when you encounter other types of problems, you can use the same approach to excellent effect. Instead of thinking, “that customer is so demanding!”, consider thinking, what can I offer them so they get some of what they want, and I get some of what I want? 

Over time, if you exercise the how-might-we muscle to deal with challenging customer requests, you’ll find it becomes easier, and you get better at preserving customer relationships while still feeling like there was plenty of pie for everyone (and there is).  What can this help you tackle today? 

I’m Megann Willson and I’m Partners with Steve Willson here at PANOPTIKA. We help our clients see everything they need to know (and realize what they don’t need to know) to make #betterdecisions. You can find us here on our blog, and also on Twitter, Facebook, and LinkedIn. Or you can sign up for weekly updates delivered direct to your inbox, by clicking the orange button below.

If You Really Love Your Customers, Do This

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Image from Ron van den Berg via Pixabay
Every day, we hear companies saying they love their customers. And how do they show it? They push them tons and tons of irrelevant content. They flood their inboxes. They try to sell them things they don’t want or need. And here’s what many of them don’t do:

Try to find out what will really make them happy. 

If you’ve been fortunate enough to be in a long-lasting relationship (like we have), you’ll know that you’re always looking for ways to delight the other person. To show them that you want to help them get what they want and need to feel like they are their best. Saying sorry when you’re wrong. Asking their closest friends if there’s something they’ve been dreaming of that they haven’t told you. Not taking, taking, taking. 

So today, on Valentine’s Day, and every day, if you really love your customer:

  1. If you’ve messed up in any way, apologize. Sincerely.
  2. Find out what they’ve really been dreaming about without asking them to spell it out for you (watch, observe, pay attention, or ask others who know them as well or better as you do) and then help them get it.
  3. Do an unasked kindness for them that doesn’t have an immediate payoff for you (A referral? An endorsement? A sincere note of thanks that isn’t a sales pitch?

To you: thanks for reading. We appreciate it. And thank you to all of you who refer others, endorse us on social media, and engage in conversations about how to find, understand, and engage customers. I’m Megann Willson, and I’m one of the Partners here at PANOPTIKA. (The other is Steve Willson – Happy Valentine’s Day!) You can find us on Twitter, Facebook, or LinkedIn, or through our weekly email news.  

 
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For Groundhog Day, Repeat this.

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Groundhog Day has a reputation for being a day when the same inane scenario repeats itself, well, repeatedly. And Albert Einstein is widely credited with defining insanity as, “Doing the same thing over and over again, but expecting different results”. There’s one situation where we at PANOPTIKA think Einstein was wrong, and you might want to be a bit more like the groundhog.

Most of the research we do for our clients is custom research, so naturally, it can be adapted to be different every time. Questions and lines of discovery, methodologies, and even target audiences, can be switched out or massaged to meet their varying objectives. But there’s still one kind of research that we recommend you do over, and over again with few changes – at least for three years running. Tracking studies, or longitudinal studies, or wave studies, involve taking measures of your key performance indicators. Those, you want to keep as static as you can.

Let me explain. Some of you may be fortunate enough to be in an industry that there is market data regularly released in syndicated reports, so you can check those numbers on an annual, or even quarterly, basis. Do that, if you’re able. Many of our clients are in highly sensitive industries, or very specialized verticals, and that means they need to source this kind of data by using primary research. In this case, we recommend they (and you, if this is your kind of company), undertake a standalone tracking study with as many levers as possible controlled, at least once annually.

This isn’t because we don’t want you to ask new questions or learn new things. In fact, it’s quite the opposite. This study should reveal if there are changes occurring over time. It will let you see whether the target audience (your core clients) are having an attitude shift. Or whether patterns are emerging that might present you with a new opportunity, or reveal an unanticipated risk. You’ll also be able to be more confident that you’re not getting different answers, just because you changed how you’re asking the questions.  

Tracking studies can be helpful for your budget, as well. With custom studies, a big piece of your cost is developing the research methodology, working with you to determine the target, and so on – basically, setting the foundation. Just like marketing tactics or online education of your clients, if you then go to “rinse and repeat”, your costs should diminish somewhat. Partners like us will often provide you pricing in advance for additional waves of the study, so you can make a better estimate of next year’s costs.  

So, while we won’t advise you approach insanity (by Einstein’s definition), as we approach this year’s Groundhog Day, call us to talk about whether a tracking study is right for you.

My name is Megann Willson, and I’m one of the Partners here at PANOPTIKA. We work with you to see everything that will help you make better decisions for your business or career. You can also find us on Twitter, LinkedIn, or Facebook. And if you sign up before Friday, you’ll get this week’s issue of news you can use delivered straight to your inbox. Just click the button below to register. (We don’t need to ask you twice, right?) 

 
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How to Piece Together Your Customer’s Story

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How well do you know your customers? Have you undertaken a big research project recently, to gain some in-depth insights? Or have you fallen prey to the not-really-correct school of thought that “Steve Jobs didn’t believe in market research, and that’s good enough for me?” The truth is, neither of these approaches is right. There, I’ve said it. Could it be that famous marketer Steve Jobs was wrong? Yes, sort of. (And about a few things, I might add). 

The truth is, getting to know your customers is an ongoing process. As you launch your business, you need to build an understanding of your targets or prospects. It’s a green field. All you will have to rely on is research. From that point forward, though, you need to constantly be piecing together different layers of intelligence to understand who they are, how they work, what they want, and why they do what they do. Asking them to connect the dots won’t work. It’s not their job to do your work for you. (That’s the kind of research Jobs was right to reject). Instead, give them an opportunity to have free-flowing conversations with you. Let them talk about their aspirations, whether they are directly related to what you want to sell them, or not. Then have some conversations with constraints. Give them things to compare, and try to understand how they select, sort, and prioritize. Look at what you can learn from “unresearch” – sales data, notes from interactions they may have had with your service workers, or your product team. See what they do with other people who sell them things. Find out what delights them when they’re not at work. 

Customer understanding or user experience research is more than simply testing a product or website and seeing how it goes, as a one-off. It’s about building a rich mosaic from many tiny fragments of information. If you throw it all into a database, or a central file, or don’t try to sort it at all, you’re wasting an opportunity to create something beautiful. But if you categorize it, move it around, and look for connections, you may start to see forms and patterns that make something out of what seemed to be nothing. Find ways to sort all your customer data, and you’ll usually find you have a rich mosaic of understanding, sitting right on your shelf, in your hard drive, or floating around in the cloud. And like a mosaic, look at it up close, then stand back, and observe it from a distance. I’m sure you’ll discover things you never expected, that will help you create whole new customer focus, and grow your business, whatever it is that you make or do.

I’m Megann Willson, and I’m one of the Partners here at PANOPTIKA. A customer insight audit can help you and your team to use what you already know to build a solid foundation for this year’s business strategy. If you’d like more insights, follow us on LinkedIn, Twitter, or Facebook, or sign up for weekly ideas, tips, and offers using the orange button below. 

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Our client asked us for less!

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A week or so ago, we had the most refreshing experience. It made us feel amazing. Serene, even. 

One of our clients asked us for less. Now, we always try to go the extra mile with our clients, and if they are new to us, and we’re working on a project, we try to show them all the possible lines of inquiry we might explore, to learn more about their customers or prospects. We prefer a very open journey, but if someone doesn’t know us, they might have trouble seeing how that will work out. So imagine our relief when the client called and said, “I like where we’re going, but don’t you think we will get a richer result if we ask very broad questions and then probe as the respondent takes it in their direction, not ours? 

Yes, yes we do. Thanks for asking us that. Constraints can be useful. But questions that will take the discussion in the direction you want, rather than where the respondent wants to go, are likely to end up with you feeling like you didn’t learn anything new, and simply confirm what you already belief. The lesson? Open yourself up to simplicity, if you want a richer, more meaningful result. 

I’m Megann Willson, and I’m one of the partners here at PANOPTIKA. If you’d like us to help you see everything that’s really important to your prospects or customers, let’s talk. You can find all our contact information here on the website. And if you’d like regular insights that will spark ideas you might not have been thinking about already, you can also find us on LinkedIn, on Twitter, or on Facebook. 

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Nothing to sell here…but a fresh start.

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Today’s post is a short one, and not even on our usual day. Why? Because on this day, the Eve of Resolution, we’re asking for nothing. We just want to thank you for reading our posts. Thanks for your business. Thanks for all the work we’ve done together thus far. 

No offers, no special promotions, no directives. Just a heartfelt thank you and our best wishes for the fresh start we’re all hoping for in 2020. On Thursday we’ll be back at our desks. If you need help then, to make some sort of fresh start with your customers, we’ll be ready. For now, a safe, happy, and healthy New Year to you all.

I’m Megann Willson, and I’m one of the Partners here at PANOPTIKA. My Partner in Everything is Steve Willson. You can find us on Twitter, Facebook, or LinkedIn, or by signing up for our newsletter using the button below this post. 

 
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Sort Yourself Out!

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Image by congerdesign from Pixabay
 
“We don’t have enough information to make a decision!”

“Everything is so unclear!”

“We need more research, but we don’t know where to start.”

“Of course we have a research objective. In fact, we’ve got five or six of them.”

Often when we hear clients expressing these things, we work with them to discover that it isn’t a lack of information, but a lack of clarity about what they know, and don’t know, about the problem. If you’re dealing with this in your organization, and you have limited resources, the last thing you should do is invest in more research (yet). First, you’ve got to wade through the complexity and ambiguity and sort out exactly what you need. And a sorting activity is an excellent first step. Here’s how you can get started:

  1. Gather all the data, research, articles, information, and relevant people, that are connected in any way with the problem(s) you are trying to solve. (Things written about the product? Check. About the right customer group? Yes. Sales data? Uh-huh. Customer service logs. Absolutely. Articles from experts in the field? Yup. Vision boards or prototypes? Positively.) Divide up the work amongst the people, by volume. Don’t invest time in who knows more, who did the research, or who found the article. Just sort it, and divvy it up. Quickly. 
  2. Next, ask each person to go through whatever artefact they have (article? research report? dataset?) as rapidly as possible, and assign it a label, or a category that represents what it mainly can answer or illuminate. Don’t debate. Let each do their work on their own. Set a time limit. Max, a couple of hours. 
  3. Now, get together in a room and share the labels. You might hate sticky notes, but they are useful for this. Look at the box of tea in the photo. If you wanted a certain type of tea, could you find it in a messy drawer, randomly mixed together? Not easily. But here, whether you organize it by fruit tea, or herbal infusion, black tea, or by brand, it will be easier to see what you’ve got. Group them, if there are commonalities. As a group, identify patterns. Express what you have a lot of. Now, what’s missing? Why is that important to the problem you’re trying to solve? 
  4. List the missing things. Prioritize them. Ask, “What do all of these point to, collectively, as the concept we need the most, to move forward?” Then ask, “Which of these, if we don’t figure it out, could kill our business/product/project?” Now you’re on to something. 

Sorting exercises may seem simplistic, but there’s a reason these are one of the first things we teach to babies, and then to kids learning to read, and later, to people who are programming, filing, organizing, or creating an information architecture. They help us get to the gist of what we need to know, to make sense of the world. And they can help you do better research, more efficiently, and for less time and money. I’m sure of it.

My name is Megann Willson, and with my partner, Steve Willson, we run PANOPTIKA, where we help our clients see everything they need to know to find, understand, and keep customers. You can also find us on LinkedIn, on Twitter, or Facebook. If you’d like more news you can use to grow your business, subscribe to our weekly updates, and the occasional offer, using the link below.

 
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