Business is Personal New England Drupal Camp
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What are we talking about We design and build digital experiences that connect with our client’s audience
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We should be applying those same abilities and techniques with our client relationships
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You can’t personalize without getting personal
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”
When the trust account is high, communication is easy, instant, and effective. – Stephen R. Covey
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Why bother? ● ● ● ● ●
Easier to have difficult discussions New engagements Positive referrals They will move and take you with them LIFETIME CLIENT
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Because business is personal
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How did I get here
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It’s about the service you’re providing and the trust you’re building
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How do we do that
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How do we do that
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Web Personalization The process of delivering tailored experiences to visitors based on their unique preferences, as opposed to providing a uniformed experience for all visitors on the site.
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Data Collection
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It still starts with Discovery ● Identifying the audience & develop personas ● Do the same with your clients and stakeholders ○ ○ ○
Learn what they value, where they’re coming from Demographics What team, what level is their role ● Marketing team ● IT team ● C-Suite
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Start general; get specific Research is not creepy; it’s good practice 1. 2. 3. 4.
What do they bring to this project/phase Where did they come from Where are they in their career How do they communicate (language, communication style)
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Profile of a profile ●
What do they want to gain from this project/engagement? ■ ■ ■ ■
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Do they want to own something (an achievement) for their department? Do they want to alleviate stress from their team? Do they want to appease a disgruntled board? Do they have secret passion/hobby with Drupal or design and their excited to use this an outlet outside of 9-5 job?
What does success mean to them?
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The Client Journey
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No creep! ● Remember, you’re taking in more information than you use, but it adds to your understanding of your contact ● The output (additions to communication) does not & should not match the input that you gather
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Putting it in to practice
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”
Part of communicating with your customers better is catering your messaging technique to how that person prefers to be reached. -
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Catherine Glifford
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Language is powerful, but active listening is critical
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Communication – Method
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Language – Mirroring “You are literally speaking my language” ● 2008 Study in Journal of Experimental Social Psychology ● Students were assigned to negotiate with other students. ● Those who mirrored others’ posture and speech reached a settlement 67% of the time, while those who didn’t reached a settlement 12.5% of the time. ● This kind of alignment fosters closeness and trust Page 23 | Presentation Title Goes Here https://www.wsj.com/articles/use-mirroring-to-connect-with-others-1474394329
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Mirroring - Here’s How ● ● ● ●
It has to be genuine It requires engagement & effort Words, acronyms, tone/formality By adopting their norms, you build a shorthand, familiarity, and trust
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Nuances are small instances of the familiar in your language
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Empathy ● Be mindful of key dates/milestones ● Awareness/recognition of other external factors ● Small acts of kindness/generosity can have outsize ripples
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Mindfulness The web is our every day
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For the clients, it’s tiny slice of theirs on top of their everyday jobs
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It’s not me; it’s you ● It’s not about becoming BFFs ● It’s about establishing trust with them ● Their knowing you is secondary (and not necessary)
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Outcome ● Follow your process, the project will be successful ● Follow your process with your client, the relationship will be successful ● If done well, the relationship will feel intuitive and built on a foundation of trust Page 29 | Presentation Title Goes Here
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Outcome
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Credibility Reliability Intimacy
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Make sure your relationships add up
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