Saturday, June 22, 2013

Align with Your Customers

   Some small business owners seem to possess a potent combination of optimism and a belief in their own ability to generate the circumstances necessary for business success.  Others seem to be inclined to “hunker down” and “weather the storm”, seeing each less-than-perfect economic indicator as proof we are “not out of the woods yet”.  The perceptions of the owner aside, because there certainly can be industry or company-specific factors that overwhelm any plan put into place by a small business, are there any fundamentals that can help drive success no matter who you are?  We think one important fundamental is “alignment”; in particular – alignment with your customers.

   Alignment is not a new concept.  Kaplan and Norton have written about strategic alignment in their work developing the balanced scorecard for business.  Alignment, or harmony with one’s natural surroundings is a theme found in ancient and modern texts.  We should all have an appreciation of the many types of environmental harmony important to our well-being – if only from the experience of dis-harmonies. 

   From a business perspective, what does it mean to align with your customers?  We believe it is a not a process per se, but a fundamental approach.  In a big company, it is called culture; for a small business it usually results from the owner’s personality having been imprinted upon the business as a whole.

   The first step is to put customer at the center of the business.  It is not about you, it is about them.  Sounds simple, but in the real world it takes some practice – particularly for the first type of small business owner mentioned above.  Customer experiences matter.  Customer perceptions matter.  Everyone in the company must behave with the customer first.  And the language you use to promote your business and interact with customers should be their language.  Industry jargon is great for communication shortcuts internally or with peers, but make sure the language of the customer has a prominent place.

   Once the customer is at the center of the business, you will gain perspective.  You will begin to experience your business as your customer experiences the various interactions with your company.  Seeing as your customer sees, combined with your internal knowledge of the supporting processes, will lead to an awareness of how well your business is actually doing at every step of the way.

   This awareness leads to an understanding of what needs to change and what can stay the same.  It will be much easier at this point to make decisions that can improve efficiency while maintaining or strengthening the customer’s experience.

   A key concept, related to alignment and one that intersects in many ways, is empathy.  It is important to be aware of customers as human beings - social, intelligent, ancient creatures carrying all sorts of evolutionary baggage.

   Social constructs, such as family, clan, tribe, village, nation, and others, always have been and always will be part of being human.  People have learned to validate their decisions and perceptions with their social unit.  This is why the reputation of a business is so important.

  Environmental cues have been key to survival, the ultimate evolutionary measure of success for an individual.  People are pre-programmed to look at faces, read body language, and scan the environment to make an assessment.  Your business cannot be threatening in any way.

   The individual’s current emotional state, over which a business has little control at first, is also part of the empathetic mix.

   Cognitive inputs, such as benefits and tradeoffs, are definitely part of the decision-making process.  But as we’ve seen, not the only part.  And at any given moment, not necessarily the most important part.  Relying solely on the customer’s ability to logically come to the correct conclusion regarding your business ignores the larger picture.

   We recently held an alignment-focused brainstorming session with a medical practice.  Included in the session were both the physicians and the reception, office, and supporting staff.  Physicians, while not fitting precisely into business owner example noted above, are by personality and training often possessive of a cognitive, logical, medicine-centric approach.  By introducing the customer’s voice – the actual language used by patients when they called to inquire about medical care (and which sometimes included crying – a pure, emotional response), the physicians themselves gained a better understanding of the patient interactions they had experienced.