Since starting this company, I get asked two questions more than any others. The first question is, “What does your company do?” This is followed up by “Why combine a marketing consultancy with a design firm?” My answer has evolved into this: Customers want to be inspired. They actively pursue, promote, and remain loyal to the products and services that transcend the immediate needs they meet. But creating such a great customer experience takes hard work and a lot of attention. That’s what we do. We provide the hard work and attention to help companies create great customer experiences.
To create a great customer experience, you need to be able to identify your customers, use the information to reach them with innovative campaigns, inspire them with powerhouse creative, and monitor the results to improve and sharpen the experience. This post deals with the first step of these four steps, identifying your customers.
Identifying your customers
My car dealer knows me well. Knows that I started a company. Knows the names of my children. But more importantly knows my car. I drive an older model BMW and she knows to check on the left strut each visit even if I don’t remember to ask her. Tells me the priority of repairs if I don’t want to get them all done at once. Even recommended a different repair shop to fix something cheaper than I could have at her dealership. The foundational step of any great customer experience is knowing your customers and being able to identify them consistently.
Knowing your customers starts with learning as much as you can about them. Their ages, industries, gender, education level, annual revenue. Are their businesses growing or struggling? Do they need your services after a significant event? What is their core demographic information? Once you begin to answer these questions, you’ll understand more about who your customers are. Next is determining why they buy your products. What are the decision criteria behind the purchase decision? What are the emotional and rational reasons why they buy? What barriers to they need to overcome? Who needs to approve the budget for your products?
Once you understand your customers, and assuming you have more than one, you need a way to keep track of them. Unfortunately this is where companies and consulting firms confuse technology with system. Technology is fun. You can buy it. It’s new. It can be installed and learned. However, like a chainsaw, it’s dangerous unless you know how to use it to your advantage. Often what’s missing is a systematic way of working with customers. Football players call this a play book. If the team needs get a first down, everyone knows what do to beforehand. Otherwise it’s called a “busted play” and it’s chaos. Marketing sends incentives to customers who already own the product. Sales reps are visiting the same customers. Customers opt out of the mailing list and receive an email two months later. The executive team can’t tell how many customers they have or who provides the bulk of their profits. Chaos. Identifying customers is about building a system that can track them and their needs consistently across the organization. It also means having one place to put the sugar.
Growing up in Baton Rouge, my grandmother loved to cook. Most Sundays she’d have us over and cook so much food that we’d still be eating Sunday dinner on Tuesday. My grandmother was too social to spend all day in the kitchen, so she learned to be efficient. And that meant things were always in the same place within reach. In the twentysomething years we ate at that house, the sugar was always in one spot. Once she used it, it went back to that same spot. Companies today do the exact opposite. Customer data is never in one spot. It’s in 14 different spots. Marketing has a couple of databases. Accounting has another. Sales reps keep their own. A great customer experience starts with being able to identify your customers. In one place. It takes hard work and constant attention to do this, but having the sugar in one spot means always knowing where to find it.
This is the first of a 4 part series on customer experience. Check back later for part 2 where I’ll discuss using your customer information to reach them with innovative campaigns. You can also subscribe to our strategy RSS feed here so you’ll be instantly alerted when new articles are published.

Tristin Crotty
Wed, May 7 2008
Great post! Fun, informative and a personal touch! I love the sugar in one spot analogy. And it’s too true! When does part 2 come out?!