client service presentation slides 2013

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Discovering Exceptional Service Presented by

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60,000 foot overview of what you might be missing in your client service excellence strategy...

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Page 1: Client service presentation slides 2013

DiscoveringExceptional Service

Presented by

Page 2: Client service presentation slides 2013

The Judge That Matters

Page 3: Client service presentation slides 2013

The Judge That Matters

Law firms believe “our profession’s clients are the best served group of customers in the history of service providers.”

Page 4: Client service presentation slides 2013

The Judge That Matters

Law firms believe “our profession’s clients are the best served group of customers in the history of service providers.”

Client’s believe law firms are interchangeable

Page 5: Client service presentation slides 2013

When a client is dissatisfied....

a. they fire the law firm/lawyer?

b. they don’t hire the law firm/lawyer for the next matter?

Page 6: Client service presentation slides 2013

When a client is dissatisfied....

a. they fire the law firm/lawyer?

b. they don’t hire the law firm/lawyer for the next matter?

The answer is b. They simply take another path...

Page 7: Client service presentation slides 2013

It is a

you take with your client.

A service engagement isn’t simply the result.

Page 8: Client service presentation slides 2013

It is a

you take with your client.

j!rney

A service engagement isn’t simply the result.

Page 9: Client service presentation slides 2013

Myth v. Reality

Page 10: Client service presentation slides 2013

Myth v. RealityMyth: Years of competition have turned underlying benefits such as quality, efficiency, promptness, and courtesy into a commodity. Law firms need to offer something unique to attract business.

Page 11: Client service presentation slides 2013

Myth v. RealityMyth: Years of competition have turned underlying benefits such as quality, efficiency, promptness, and courtesy into a commodity. Law firms need to offer something unique to attract business.

Reality: Clients simply want their law firm to reliably and zealously deliver on basic underlying benefits. To be

better than the competition in delivering...

Page 12: Client service presentation slides 2013

Myth v. RealityMyth: Years of competition have turned underlying benefits such as quality, efficiency, promptness, and courtesy into a commodity. Law firms need to offer something unique to attract business.

Reality: Clients simply want their law firm to reliably and zealously deliver on basic underlying benefits. To be

better than the competition in delivering...

“"ne#c” category benefits

Page 13: Client service presentation slides 2013

Customer dissatisfaction can almost always be traced to basic customer needs and expectations.

What matters most to most customers is to deliver basic category benefits―better.

Unique, brand-specific features are only important if you get the basics right.

-London Business School

“Gene#c” Category Benefits

Page 14: Client service presentation slides 2013

Don’t be unique. Be Be$er.

Page 15: Client service presentation slides 2013

Don’t be unique. Be Be$er.“The real betting, they mistakenly believe, begins when they start tinkering with the margins of their offerings. But this failure to attend to the importance of delivering category benefits is one of the prime contributors to today’s continuing high levels of customer dissatisfaction, whose costs — in the form of refunds, returns, bad word of mouth, and expenditures on new-customer acquisition — are enormous.

Page 16: Client service presentation slides 2013

Don’t be unique. Be Be$er.“The real betting, they mistakenly believe, begins when they start tinkering with the margins of their offerings. But this failure to attend to the importance of delivering category benefits is one of the prime contributors to today’s continuing high levels of customer dissatisfaction, whose costs — in the form of refunds, returns, bad word of mouth, and expenditures on new-customer acquisition — are enormous.

“The good news is that this dilemma presents a low-risk, high-return opportunity for most businesses. The first step...be prepared to buck the conventional wisdom and rethink what people really want from a product or service. Until companies take this step, the customer will never be king.”

Page 17: Client service presentation slides 2013

Don’t be unique. Be Be$er.“The real betting, they mistakenly believe, begins when they start tinkering with the margins of their offerings. But this failure to attend to the importance of delivering category benefits is one of the prime contributors to today’s continuing high levels of customer dissatisfaction, whose costs — in the form of refunds, returns, bad word of mouth, and expenditures on new-customer acquisition — are enormous.

“The good news is that this dilemma presents a low-risk, high-return opportunity for most businesses. The first step...be prepared to buck the conventional wisdom and rethink what people really want from a product or service. Until companies take this step, the customer will never be king.”

-MIT Sloan Management Review

Page 18: Client service presentation slides 2013

A convenient location

Coffee

Cups, plates, stirrers

Sugar, creamer

A place to sit, maybe a table

A server or cashier

Pastries or sweets

Open early AM

Gene#c Category Benefits of a coffee &op

Page 19: Client service presentation slides 2013

Coffee Shop vs. StarbucksThink

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Innovate to improve the basic offer and drive the market.

Coffee Shop vs. StarbucksThink

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Lots of convenient locations

Inviting surroundings Free wifi Music

Local atmosphere Community presence

Clean, attractive cups Designed with inspiration

Coffee Predictable product

Soft seating, work tables

Friendly baristas

Fresh pastry

Consistent and reliable hours, service, and customer experience

Starbucks leads in best overall combination of category benefits and drives the market

Page 22: Client service presentation slides 2013

Lots of convenient locations

Inviting surroundings Free wifi Music

Local atmosphere Community presence

Clean, attractive cups Designed with inspiration

Coffee Predictable product

Soft seating, work tables

Friendly baristas

Fresh pastry

Consistent and reliable hours, service, and customer experience

Starbucks

Did you know they also feature 2000 additional products? Does it matter?

leads in best overall combination of category benefits and drives the market

Page 23: Client service presentation slides 2013

Generic Category Benefits of Legal Services

Professional license

Legal knowledge

Offices

Conference area

Communications

Accurate bills

Documents

Timely filing

Court appearances

Educational material

Understand my business

Quality. Efficiency. Promptness. Courtesy.

Page 24: Client service presentation slides 2013

#1 Reason Why Law Firm Clients Complain?

Page 25: Client service presentation slides 2013

#1 Reason Why Law Firm Clients Complain?

Law firms do not deliver on the basic category benefits

Page 26: Client service presentation slides 2013

Top Ten Law Firm Client Complaints

Page 27: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

Page 28: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

#9 The surprise bill

Page 29: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

#9 The surprise bill

#8 Inaccessibility

Page 30: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

#9 The surprise bill

#8 Inaccessibility

#7 Over-lawyering

Page 31: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

#9 The surprise bill

#8 Inaccessibility

#7 Over-lawyering

#6 Missed deadlines

Page 32: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

#9 The surprise bill

#8 Inaccessibility

#7 Over-lawyering

#6 Missed deadlines

#5 Not discussing strategy and recommendations

Page 33: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

#9 The surprise bill

#8 Inaccessibility

#7 Over-lawyering

#6 Missed deadlines

#5 Not discussing strategy and recommendations

#4 Not informing the client as to whom they can call when responsible attorney is away

Page 34: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

#9 The surprise bill

#8 Inaccessibility

#7 Over-lawyering

#6 Missed deadlines

#5 Not discussing strategy and recommendations

#4 Not informing the client as to whom they can call when responsible attorney is away

#3 Not keeping client informed

Page 35: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

#9 The surprise bill

#8 Inaccessibility

#7 Over-lawyering

#6 Missed deadlines

#5 Not discussing strategy and recommendations

#4 Not informing the client as to whom they can call when responsible attorney is away

#3 Not keeping client informed

#2 Invoices for time or work not previously discussed with the client (see also #9)

Page 36: Client service presentation slides 2013

Top Ten Law Firm Client Complaints#10 Not understanding my industry/business

#9 The surprise bill

#8 Inaccessibility

#7 Over-lawyering

#6 Missed deadlines

#5 Not discussing strategy and recommendations

#4 Not informing the client as to whom they can call when responsible attorney is away

#3 Not keeping client informed

#2 Invoices for time or work not previously discussed with the client (see also #9)

#1 Not returning phone calls

Page 37: Client service presentation slides 2013

The promise of good service gets you in the game. But to be successful, you have to reach

Page 38: Client service presentation slides 2013

higher.The promise of good service gets you in the game. But to be successful, you have to reach

Page 39: Client service presentation slides 2013

Clients want their lawyers—and everyone in their law firm—to understand what matters most to them. They want to believe/feel/know that you will provide it better than the competition.

Meet and Exceed.

Page 40: Client service presentation slides 2013

Clients are like snowflakes.Each is unique.

Service means something different to each one.

Page 41: Client service presentation slides 2013

Clients are like snowflakes.

[Be careful not to project YOUR own expectations on the client...]

Each is unique.

Service means something different to each one.

Page 42: Client service presentation slides 2013

Great client service is not something that you can put on auto pilot.

You are never done making things right.

It is an uphill climb that requires

commitment...

Page 43: Client service presentation slides 2013

Different agendas can block exceptional client service. Top down removes obstacles.commitment

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Be. Obsessive.

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Be. Obsessive.

Top to bottom, everyone must believe that the firm’s clients deserve great representation and service that supports it

Page 46: Client service presentation slides 2013

Be. Obsessive.

Top to bottom, everyone must believe that the firm’s clients deserve great representation and service that supports it

It must be an unrelenting desire

Page 47: Client service presentation slides 2013

Are you on your client’s team?

Page 48: Client service presentation slides 2013

Are you on your client’s team?

Do you make life easier? Or harder?

Page 49: Client service presentation slides 2013

Are you on your client’s team?

Do you make life easier? Or harder?

Reports

Page 50: Client service presentation slides 2013

Are you on your client’s team?

Do you make life easier? Or harder?

Reports

Bills

Page 51: Client service presentation slides 2013

Are you on your client’s team?

Do you make life easier? Or harder?

Reports

Bills

Logistics (processes)

Page 52: Client service presentation slides 2013

Are you on your client’s team?

Do you make life easier? Or harder?

Reports

Bills

Logistics (processes)

Copies

Page 53: Client service presentation slides 2013

Are you on your client’s team?

Do you make life easier? Or harder?

Reports

Bills

Logistics (processes)

Copies

Scheduling

Page 54: Client service presentation slides 2013

Are you on your client’s team?

Do you make life easier? Or harder?

Reports

Bills

Logistics (processes)

Copies

Scheduling

Getting in touch with you

Page 55: Client service presentation slides 2013

Top Touch Points

Go the extra mile just because it is the !ght "ing to do...

Page 56: Client service presentation slides 2013

Top Touch Points

Reception

Go the extra mile just because it is the !ght "ing to do...

Page 57: Client service presentation slides 2013

Top Touch Points

Reception

Communications

Go the extra mile just because it is the !ght "ing to do...

Page 58: Client service presentation slides 2013

Top Touch Points

Reception

Communications

Engagement letter

Go the extra mile just because it is the !ght "ing to do...

Page 59: Client service presentation slides 2013

Top Touch Points

Reception

Communications

Engagement letter

Giving advice

Go the extra mile just because it is the !ght "ing to do...

Page 60: Client service presentation slides 2013

Top Touch Points

Reception

Communications

Engagement letter

Giving advice

Receiving their bill

Go the extra mile just because it is the !ght "ing to do...

Page 61: Client service presentation slides 2013

Do you make your clients feel safe?

No surprises, please

The role of the legal team

The role of administration

The role of support staff

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•Businesses succeed when their people work better.

Page 64: Client service presentation slides 2013

•Businesses succeed when their people work better.

•Law firms succeed when their people work longer.

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•Businesses succeed when their people work better.

•Law firms succeed when their people work longer.

•Your clients understand this—don’t let them resent you for it

Page 66: Client service presentation slides 2013

•Businesses succeed when their people work better.

•Law firms succeed when their people work longer.

•Your clients understand this—don’t let them resent you for it

•Your #1 goal is to earn their...

Page 67: Client service presentation slides 2013

Face-time

Off the clock...Before AND after the fact...

A (ank y! means more when delivered in person…

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ValueWe’re all in the business of delivering

Page 69: Client service presentation slides 2013

Price is simply the measurement of something’s value to the client.

ValueWe’re all in the business of delivering

Page 70: Client service presentation slides 2013

Price is simply the measurement of something’s value to the client.

• It is not profit.

ValueWe’re all in the business of delivering

Page 71: Client service presentation slides 2013

Price is simply the measurement of something’s value to the client.

• It is not profit.

• It is not cost. ValueWe’re all in the business of delivering

Page 72: Client service presentation slides 2013

Price is simply the measurement of something’s value to the client.

• It is not profit.

• It is not cost. ValueWe’re all in the business of delivering

Be exceptional in delivering generic category benefits

Page 73: Client service presentation slides 2013

Your collective decisions and behaviors reveal who your law firm is and what your law firm values.

Core values are not written in the “mission” statement. They are the collective actions that people associate with your law firm and ultimately become what you are known for in the marketplace.

Defining, acting on, and being committed to your core values

leads to exceptional benefits for fellow employees and clients.

Exceptional client service is an action word...

Core Values

Page 74: Client service presentation slides 2013

1. Deliver WOW Through Service

2. Embrace and Drive Change

3. Create Fun and A Little Weirdness

4. Be Adventurous, Creative, and Open-Minded

5. Pursue Growth and Learning

6. Build Open and Honest Relationships With Communication

7. Build a Positive Team and Family Spirit

8. Do More With Less

9. Be Passionate and Determined

10. Be Humble

Core Values

Page 75: Client service presentation slides 2013

Our Coffee

It has always been, and will always be, about quality. We’re passionate about ethically sourcing the finest coffee beans, roasting them with great care, and improving the lives of people who grow them. We care deeply about all of this; our work is never done.

Our Partners

We’re called partners, because it’s not just a job, it’s our passion. Together, we embrace diversity to create a place where each of us can be ourselves. We always treat each other with respect and dignity. And we hold each other to that standard.

Our Customers

When we are fully engaged, we connect with, laugh with, and uplift the lives of our customers – even if just for a few moments. Sure, it starts with the promise of a perfectly made beverage, but our work goes far beyond that. It’s really about human connection.

Our Stores

When our customers feel this sense of belonging, our stores become a haven, a break from the worries outside, a place where you can meet with friends. It’s about enjoyment at the speed of life – sometimes slow and savored, sometimes faster. Always full of humanity.

Our Neighborhood

Every store is part of a community, and we take our responsibility to be good neighbors seriously. We want to be invited in wherever we do business. We can be a force for positive action – bringing together our partners, customers, and the community to contribute every day. Now we see that our responsibility – and our potential for good – is even larger. The world is looking to Starbucks to set the new standard, yet again. We will lead.

Our Shareholders

We know that as we deliver in each of these areas, we enjoy the kind of success that rewards our shareholders. We are fully accountable to get each of these elements right so that Starbucks – and everyone it touches – can endure and thrive.

Starbucks’ core values

Page 76: Client service presentation slides 2013

Action Steps...

Page 77: Client service presentation slides 2013

Get over wanting to be unique about things that do not matter to clients.

Action Steps...

Page 78: Client service presentation slides 2013

Get over wanting to be unique about things that do not matter to clients.

Be obsessive about providing “generic” law firm category benefits better than the competition―it is why clients keep coming back.

Action Steps...

Page 79: Client service presentation slides 2013

Get over wanting to be unique about things that do not matter to clients.

Be obsessive about providing “generic” law firm category benefits better than the competition―it is why clients keep coming back.

Become the standard by which all other competitors are judged.

Action Steps...

Page 80: Client service presentation slides 2013