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how to build a breakthrough brand -- worksheet

how to create a cohesive customer experience
A customer experience architecture is a tool to help you optimize, prioritize, and unify all of your customer
experiences. Follow these steps to build one:

                                                                      example
1. brand platform – articulate your brand identity and
   competitive brand positioning.
   brand identity (what do you stand for):_______________
   _____________________________________________________
   competitive brand positioning (how do you compare
   to other options): ___________________________________
   _____________________________________________________
   _____________________________________________________
2. customer experience strategy – describe how
   you want your brand to be experienced in any
   channel or touchpoint: ___________________________
   _____________________________________________________
   _____________________________________________________

3. channel requirements and objectives – outline the business requirements and objectives of each
   channel and touchpoint – include the unique operational capabilities and assets of each:
   channel 1:   _____________________________________________________________________________________________
   channel 2:   _____________________________________________________________________________________________
   channel 3:   _____________________________________________________________________________________________
   channel 4:   _____________________________________________________________________________________________

4. target segments – outline the needs and drivers of purchase decisions and brand perceptions for
   each target customer segment:
   segment 1:   _____________________________________________________________________________________________
   segment 2:   _____________________________________________________________________________________________
   segment 3:   _____________________________________________________________________________________________
   segment 4:   _____________________________________________________________________________________________

5. prioritization – create a grid using the channels from                          channel 1 channel 2 channel 3 channel 4
   #3 above as the columns and the segments from #4                    segment 1
   above as the rows. For each column/row intersection,                segment 2
   designate its importance. Use criteria such as profit
                                                                       segment 3
   potential, fit with your long-term strategy, ability to
                                                                       segment 4
   differentiate, and value to the customer.

6. description – for each high priority intersection, describe the ways to meet the segment-specific
   needs. Outline what the customer should experience through all levers of the experience – product,
   service, content, community, value, facilities, sensory experiences, etc.

7. evaluation – assess the completed architecture as a whole “house.” Check:
   ? is the brand platform delivered throughout?
   ? do the discrete experiences deliver on the overall customer experience strategy?
   ? do the experiences complement and enhance each other?
   Revise the architecture as needed.

8. integration – overlay onto the architecture a map that shows the flow between
   different experiences and how you will integrate them to deliver seamless cross-
   channel customer experiences.

visit http://deniseleeyohn.com/bbb to view Denise’s “How to Build
a Breakthrough Brand” video series and access other worksheets

                         •   mail@deniseleeyohn.com   •   © 2012 Denise Lee Yohn, Inc.   •   917 446 9325   •

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"How to Create a Cohesive Customer Experience" Worksheet (by Denise Lee Yohn)

  • 1. how to build a breakthrough brand -- worksheet how to create a cohesive customer experience A customer experience architecture is a tool to help you optimize, prioritize, and unify all of your customer experiences. Follow these steps to build one: example 1. brand platform – articulate your brand identity and competitive brand positioning. brand identity (what do you stand for):_______________ _____________________________________________________ competitive brand positioning (how do you compare to other options): ___________________________________ _____________________________________________________ _____________________________________________________ 2. customer experience strategy – describe how you want your brand to be experienced in any channel or touchpoint: ___________________________ _____________________________________________________ _____________________________________________________ 3. channel requirements and objectives – outline the business requirements and objectives of each channel and touchpoint – include the unique operational capabilities and assets of each: channel 1: _____________________________________________________________________________________________ channel 2: _____________________________________________________________________________________________ channel 3: _____________________________________________________________________________________________ channel 4: _____________________________________________________________________________________________ 4. target segments – outline the needs and drivers of purchase decisions and brand perceptions for each target customer segment: segment 1: _____________________________________________________________________________________________ segment 2: _____________________________________________________________________________________________ segment 3: _____________________________________________________________________________________________ segment 4: _____________________________________________________________________________________________ 5. prioritization – create a grid using the channels from channel 1 channel 2 channel 3 channel 4 #3 above as the columns and the segments from #4 segment 1 above as the rows. For each column/row intersection, segment 2 designate its importance. Use criteria such as profit segment 3 potential, fit with your long-term strategy, ability to segment 4 differentiate, and value to the customer. 6. description – for each high priority intersection, describe the ways to meet the segment-specific needs. Outline what the customer should experience through all levers of the experience – product, service, content, community, value, facilities, sensory experiences, etc. 7. evaluation – assess the completed architecture as a whole “house.” Check: ? is the brand platform delivered throughout? ? do the discrete experiences deliver on the overall customer experience strategy? ? do the experiences complement and enhance each other? Revise the architecture as needed. 8. integration – overlay onto the architecture a map that shows the flow between different experiences and how you will integrate them to deliver seamless cross- channel customer experiences. visit http://deniseleeyohn.com/bbb to view Denise’s “How to Build a Breakthrough Brand” video series and access other worksheets • mail@deniseleeyohn.com • © 2012 Denise Lee Yohn, Inc. • 917 446 9325 •