Shift Happens: Your Customers Have Changed, Have You?
Photo By Jon Allende

As consumers' expectations of brands have evolved, so too must the way in which they are approached. Branding is no longer enough - today's customer wants a great experience from start to finish with your company at every step along their journey! Customers today want to engage in meaningful ways with your brand emotionally, intellectually, and personally. Find out where you are falling short and ask how Highland Valley Digital can help you bridge the gap. Use the report to rank yourself and determine if you have gaps in your marketing strategy.
How to score your business: Self-assess each area below and determine revenue optimization opportunities for your business.

1. Target – Do You Know Your Customer?
Do you know who your target customer is? Do you regularly evaluate changes in their behavior or changes in your customer landscape? Are you clear on why you want that customer and the behavior you want to drive? Do you have a clear understanding of the main criteria of your customer base?
The demographic and psychographic information below will help you optimize your strategy and allow you to target sub-sets of customers in different ways, driving predictable revenue. We can help you build out the correct customer avatars. Rate yourself on the completeness of these core data points.
Who – Your Target Core Customer Data (Demographics)
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Age or Age Range
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Sex
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Income Level
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Education
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Home Location
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Employment Status
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Special Interests
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Social Profile
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Gender
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Relationship Status
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Family Status
What – Your Knowledge of Current Behavior (Demographics)
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Recent Purchases
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Customer Service Calls
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Browsing History
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Email Opens
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Opt-Ins
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Ratings & Reviews
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Brand Affiliation
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Information Sources (Web, Blogs, Podcasts, Books, Social Sites)
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Loyalty Program Engagement
Why – Why Your Customers Want To Consider Shopping With You (Psychographics)
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Interactive Experiences
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Ease & Convenience
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Innovation
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Learning
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Cultural & Ethical Alignment
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Quality
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Authenticity
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You Solve Their Problem
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Loyalty Program Engagement
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You Make Them Feel Better
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You Take Away Their Pain
Where: Where Do Your Customers Want To Be Engaged (Psychographics)
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Country
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City
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Events
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Channels
When: When Do Your Customers Want To Engage (Psychographics)
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Regularly
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Special Events
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Seasonally
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Occasionally
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As Needed

2. Attract – Meet the Customer Where They Are
Marketing channels have evolved over time to meet the changing needs and interests of consumers. For a business such as yours, it is necessary to know where your customers are located, so you can surface content accordingly on these platforms, to generate sales.
A program designed specifically around testing different marketing strategies on your channels will help you find success with both current and new clientele. Consolidating fragmented channels into more targeted successful channels can show a vast return on your investment. We can help you build out the right combination of channels. Rate your channel results below.
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Magazines
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Newspapers
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Via 3rd Party Partners
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In-Store
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Website
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Search Engines
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Email
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Social Channels
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Mobile App
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Physical Mailers/Booklets
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Shipping Packaging
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Public Events, Trade Shows, or Concerts
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Pop Up Events
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Reseller Accounts
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Employee Networks
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Social Media Influencers
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A-List Sponsors
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Brand Ambassadors
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TV or Radio
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Podcasts
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The Metaverse
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Games with AR Experiences
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Portals or Avatar Partnerships
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Global & Translated Regional Channels
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SMS
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Appointments, Tastings, Try-ons, Etc.
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Ratings & Reviews
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Surveys
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Personalized & Customizable Products
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Friends and Family
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Loyalty Program
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Video
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Webinars
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Podcasts
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Speaker Events and Shows

3. Engage - With Smart Content – The Expectation of Story Dwelling
Story Dwelling is the concept of running your marketing strategy from your customers’ POV. Your customer today is seeking an enjoyable, engaging experience where they can interact and share with their friends. Do you tell your story in an engaging way, from the POV of your customer, and engage them in the story?
When people engage with great content, they spread the word. Brands need to do a few things well to optimize the customer experience, and smart stories are key to success. This may sound like an easy task, but it’s hard work maintaining a consistent output of interesting content on the relevant channels to drive your customer conversion! It's important for companies nowadays because consumers expect engaging messaging from their favorite brands. Make sure you have clear content with memorable messages that stick around long enough to make the sale!
Many brands today focus on storytelling, but few focus on story dwelling, where the customer is part of the story. Use the ideas below to determine how you create engagement to make your customer part of your story. We can help you with planning a story dwelling strategy. Score your story dwelling engagement below.
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Is your content engaging? Do people talk about it?
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Are you empathetic to the customer?
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Are you making the customer envisage a better version of themselves?
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Do they want to see this again and share it with their friends?
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Does the content match your company goals?
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Does it solve a consumer problem?
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Is it inspirational?
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It is memorable?
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Are you testing different options on a regular basis?
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Are you telling a compelling story?
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Is your story true?
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Are you speaking the customer's language?
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Does your content generate a relatable emotion?
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Is the content discoverable?
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Have you included a video?
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Do you have an AR experience?
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Can customers try on or try your product?
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What makes you or your product unique?
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Is your content clearly focused on your target demographic?
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Is the customer involved in your story?
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Do you have phygital moments enabled, where you blend digital and physical experience?
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Can the customer interact with your brand directly?
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Are you participating in the Metaverse experiences?
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Do you have a utility NFT strategy to engage your customer base?
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Is the customer being educated on your products?
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Are you driving repeat engagement interest?
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Are you creating organic shareable experiences?

4. Build Trust – Share Your Culture, Value, and Beliefs
In an era where consumers are more aware of the effects their purchases have on others, it is important to communicate with them in a way they will understand and care about. Today's shoppers want ethical brands that share similar values as themselves; we're all looking for products from companies whose culture aligns closely, if not 100% perfectly, with ours too! When you launch new lines or campaigns, make sure there’s relevant content available online, including blog posts telling all the hidden secrets behind each product feature; this helps build trustworthiness through transparency while also giving your customers access to the product. Winning strategies from larger brands are below. How many of these do you support today?
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Diversity and Inclusion Commitments: company culture is diverse and inclusive, with a focus on gender and racial diversity in leadership roles.
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Carbon Footprint: The company has made a commitment to reducing its carbon footprint.
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Charity Program: A percentage of the profits from retail company culture go to charity.
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Sustainability Endeavours: Your company is making positive impacts on natural, social, and economic resources.
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Give Back Program: For every purchase you make, one is donated to a good cause.
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Gender and Cultural Beliefs: The company supports Black Lives Matter and other social justice movements.
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Humanitarian Support: Employees are given paid time off to volunteer during humanitarian crises.
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Disaster/Pandemic Support: In the event of a pandemic or major disaster, the company will provide support to employees who are affected.
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Recycle Program: The company recycles paper, plastic, and metal products.
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Gently Used or Vintage Program: Customers can shop for gently used or vintage clothing in-store.
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Inclusive Recruiting Events and Programs: The company actively promotes diversity and inclusion to attract qualified candidates from all backgrounds.
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Key Partnerships with other companies: You have partnered with several leading companies to provide our customers with exclusive benefits.

5. Convert – Provide Easy and Convenient Ways to Shop
By meeting your target customer where they are, on the relevant channel(s), incrementally, you can optimize their journey through conversion with a solid A/B testing approach. Your content should be optimized for each type of engagement so that it's most likely to lead them down an actionable path - this way, you can track and optimize which strategy will work best! Score yourself on the engagement suggestions below. We can help you optimize ease and convenience for your customers.
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Website Online: Increase your online visibility and reach new customers.
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Mobile App: Attract more shoppers with an innovative and interactive mobile app.
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Social Shopping: Provide a social shopping experience that engages customers.
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Live Shopping: Allow customers to shop live and in real-time.
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In-Game Shopping: Expand your business to new markets with in-game shopping.
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In-Game Shopping: Expand your business to new markets with in-game shopping.
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Metaverse Shopping: Tap into the growing metaverse shopping trend.
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Personal Shopping: Offer personalized shopping experiences that keep customers coming back for more.
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In-Home Shopping: Give your customers shopping tools via in-home devices, and have a personal stylist at your fingertips.
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Trade Shows. Events, Concerts: Engage your customers by hosting events and shows.
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Retail & Wholesale Partners: Give your retail and wholesale partners the tools they need to succeed.
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Reseller Programs
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In-Store Technology: Deploy kiosks, mirrors, and interactive signage in strategic locations to attract foot traffic & improve sales.
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Product Customization & Personalization: Allow customers to make their own version of your product.
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In-Store Mobile POS - Save time and money with in-store mobile POS.
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QR Codes in Magazines, Newspapers, Out of Home: QR codes make it easy for customers to access your products and services.
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Chat Agents: Provide your customers with help when they need it.
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Auto Replenishment: Remove the need to place regular orders for favorite products.
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Customer Service Sales: Drive incremental revenue by training customer service reps to upsell.
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SMS: Text to shop, and your order will come right to you.
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BOPIS (Buy Online Pick-up in Store): Order and pick up when it’s convenient for you.
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Ship from Store: Speed up the delivery timeline by shipping from stores closer to customers.
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ROPIS (Reserve Online Pick up in Store): Set up your fitting room experiences and book a time to try before you buy.
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Virtual Tryon: All customers can try on products virtually on your digital platforms, then purchase.
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Referral Programs: Allow friends and family to share discounts to drive revenue.
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Easy and Visible Offers: Optimize services to proactively notify customers of key engagement opportunities.
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UGC: User Generated Content, allowing your customers to interact with you live, at an event, in-store, over coffee, or online.

6. Streamline – Deliver a Seamless Checkout
It is crucial to avoid causing customer pain during their checkout experience when customers are ready and prepared to buy. To ensure your customers don't face any hiccups during the process, make sure you have all their table stakes in place. Standard options for payment or address validation tools to ensure a quick and easy checkout are good examples of table stakes.
Also, ensure you provide a relevant number of choices to smooth the path to purchase. Good checkout experiences have many of these features. If you see a large drop at checkout, use this list of good experiences to determine if you can change customer behavior. Score yourself below to determine how easy your checkout experience is today.
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Under 5 clicks to checkout
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More than 4 payment type options
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Tap-to-pay in store
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1 click checkout online and in-app
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Address validation services
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Incremental upsell options
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Easy promo code entry, available promo codes on your site
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Loyalty discounts at checkout
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No redirects on the checkout page
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No redirects on the checkout page
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Follow-up auto email if the customer doesn’t complete the checkout
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Chat at checkout to help customers answer questions and save the sale
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Ample store assistants in stores with MPOS during peak periods
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Chatbots to answer questions discreetly and quickly
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Accessible customer care 24/7 vs during standard operating hours
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Upsell CTA: Incremental product recommendations
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Poll or Feedback Loop: Was your checkout seamless
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Discount or engagement email for the next purchase
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Referral request or program
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Clear shipping deadlines/cut-offs & expectations of delivery times

7. Serve – Track and Enable a Happy Post Purchase Experience
The post-purchase experience is a crucial part of any brand's customer evaluation process, and it can make or break your relationship with that person. You need to take appropriate steps defining how you communicate when something goes wrong if you want them to continue coming back for more! By integrating this data into overall Customer Lifetime Value (CLV), CSAT scorecard rankings as well NPS ratings, we get an accurate understanding of whether customers feel valued by your business. This will help you improve future service offerings. Score yourself on how you are tracking post-purchase experiences for your customers today.
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Shipping notifications with offers and links to the site
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Tracking progress updates, en route, delayed with reason, delivery dates with offers and links to the site
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Delivery location choices – lockers, home, stores
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Same-day delivery – with your preferred last-mile partners
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White glove delivery – order, delivery, and setup
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Engaging unboxing experiences
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Sustainable, reusable, or recycled packaging
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Engaging packaging options such as QR codes or promotional messaging
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Branded packaging
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Carbon footprint shipping declaration
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Feedback loop for enhancements
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Customer notification of upcoming upgrades/enhancements
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Ratings and reviews
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24/7 chat and chatbots
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Weather or other incident delay notifications

8. Retain – Enable Retention Experiences
The overall goal of providing customers with great experiences is to make them loyal to the brand and products, ideally becoming an authentic and organic referral channel. Take the time to ensure you are optimizing your client experience to maintain a long-term lifetime value. Consider the benefits your clients want and provide them enthusiastically to improve the likelihood of repurchase, referral, and deeper engagement. Utilize your scoring to determine how happy you are with your current retention options for your customers.
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Free returns
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Online exchanges
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Keep it policy for non-reusable items
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Satisfaction survey
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Replenishment opt-ins
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Referrals incentives
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Follow-up emails to confirm the experience
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Feedback emails after returns
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Easy returns: Print Label at Home and drop it off or have picked up
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Fast replacements for missing items
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Published returns & exchanges policy
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In-store priority lines for returns/exchanges
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New release notification
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Loyalty program
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Targeted promotions
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Priority sales & events
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Customer panels
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Private shopping times
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Personal shopper
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Friends and family events

9. Evaluate - Review & Learn from Your Results
Your CMO and data management teams are critical to this stage and should be providing the results on the key areas below. The best results are published weekly, monthly, quarterly, and annually. Validating results at the campaign level, per independent channel, and in aggregate will provide you with insights from your customers in a variety of areas. Taking a deep dive into these areas will provide you with product enhancements, experience feedback, risks in areas of your website, trends, vendor issues, and so much more. Learning from your data will allow you to pull the levers in your marketing strategy to optimize for the future. It’s important to test and learn always, adapting as you go. Your customers will continue to change, and your strategy should evolve with them. Score yourself on whether you are tracking enough data points to have a good overall view of your customer and knowledge of which levers to adjust to optimize your strategy.
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NPS scores
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LTV score
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CSAT score
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ROAS
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Feedback surveys
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Customer services complaints
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Email feedback
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Chat tracking
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Website analytics
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Conversion data
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Checkout experience
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Carrier Issues
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Campaign scorecard
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Referrals
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New customers
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Existing Customer Growth
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New loyalty members
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New revenue streams
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A/B testing results

10. Summary - Is It Time to Seek Validation or Help?
The shift in customer engagement is ever-changing, but one thing that remains constant is our drive to have satisfied customers. To stay current in your market and interesting to those who consume your content on a regular basis is paramount to predictable revenue. It's important to provide an engaging and compelling customer experience and know how your customers feel after purchasing your product. In an ideal scenario, engaging your customers in an experience where they can spend time with your brand will be beneficial. The longer the dwell, the longer you sell. Based on your scores, do you need help in specific areas? We will be happy to assess your program and identify opportunities to help you drive predictable revenue.
Highland Valley Digital - How we can help!
We will perform a strategic analysis of your business to determine the best opportunities to advance your marketing strategy. When you consolidate disparate marketing strategies, you will optimize your budget and return on investment. Consider approaching your strategy from the POV of the customer. Evolve your strategy to be Story Dwelling. Let us help you improve your scores.
Benefits of working with a Fractional CMO include:
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Accelerating predictable sales and revenue
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Optimizing customer loyalty and retention
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Driving customer engagement
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Introduce innovation and story dwelling experiences
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Building a world-class marketing team with an experienced marketing leader at the helm
If you're interested in learning more, book a time that works with your calendar.