Customer Experience Blueprint

Unlock the recipe for an exceptional CX

Businesses lose a staggering $75 billion annually due to poor customer service, highlighting the critical importance of delivering exceptional experiences to retain and attract customers.

Forbes


WHY OUR PROGRAM?

Companies set aside time and money for training, coaching and employee engagement activities and yet may not reaping the full ROI possible.

Our CEB is the proven recipe for customer-facing teams to realize that full potential. Simple and effective, this invaluable tool guides team members from Hello through to Goodbye in delivering exceptional experiences that

Strengthen loyalty among your existing customers,

Earn you new customers, and

Increase your share of wallet across your customer base

WHO IS THIS FOR?

Customer-facing team members to implement
First- and second-line leaders to drive adoption


WHAT'S THE PLAN?

We translate your company’s vision of what Best in Class looks like into what it should sound, read, and feel like from your customer’s perspective. This means gathering input from the C-suite through to team members, then crafting a cohesive tactical tool that enables teams to bring that vision to life. In other words, your CEB will not only contain the full list of required skills, but the detailed How To’s in executing them effectively. Examples of some critical techniques include:

  • Build trust & rapport
  • Ask discovery questions
  • Think critically & problem solve
  • Communicate clearly
  • Handle objections
  • Promote value-added services

HOW WE'RE DIFFERENT
  • Tailored to fit your organization’s environment, culture, and business goals
  • Focused on sustained results for targeted KPIs 
  • Offer rollout flexibility: Train-the-trainer or led by e2G Master Coach
  • Versatile blueprint that works perfectly across products, functions, and channels In-person, virtual, or combination delivery
  • In-person, virtual, or combination delivery
  • Rich learning materials in English, French, & Spanish

WHAT OUR CLIENTS LOVED!
  • Tailored to fit your organization’s environment, culture, and business goals
  • Focused on sustained results for targeted KPIs 
  • Offer rollout flexibility: Train-the-trainer or led by e2G Master Coach
  • Versatile blueprint that works perfectly across products, functions, and channels In-person, virtual, or combination delivery
  • Rich learning materials in English, French, & Spanish
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TELUS

Our CEB played a crucial role in reshaping our agents’ outlook, fostering a unified approach to “service” and “sales”.

Throughout our multi-year partnership, e2G developed an in-depth understanding of our business and people. This enabled them to proactively offer insights and recommendations, ultimately enhancing the quality of every project.

This enduring relationship has had a profound impact on our agents, leaders, and in turn, our valued customers and business success.

 

Jason Drum
Sr Manager, Channel Operations
TELUS
THE CHALLENGE

Though TELUS’ far shore outsourcers achieved sales, their CSAT study revealed high levels of customer dissatisfaction. Attempts to balance “service” and “sales” through their “Solution Selling” initiative yielded minimal success. 

THE STRATEGY

Change mindset and promote a balanced approach to sales leveraging TELUS’ customized CEB. To crystalize what “balance” looks and sounds like, and most importantly, how to deliver it, build tailored content and learning journeys that

  1. Enable agents to deliver “Great” on every customer interaction, 
  2. Equip leaders to coach agents towards adoption and mastery of CEB skills, and 
  3. Empower internal coaching champions to sustain and build upon the gains.

Moreover, to support the mindset shift and boost business success via CEB excellence

  • Refresh processes and content within Training, QA, Channel Management, and Marketing, as well as
  • Re-align compensation models and incentive programs
THE OUTCOME
Improvement in  CSAT Improvement in  CSAT

50%

Improvement in CSAT

Improvement in  Sales Conversion Improvement in  Sales Conversion

10%

Improvement in Sales Conversion

Improvement in  Order Value Improvement in  Order Value

5%

Improvement in Order Value

TELUS’ deployment of these learning programs delivered tremendous returns, as reflected in the stellar improvement in customer satisfaction, particularly in their Likelihood to Recommend results. They also enjoyed boosts to their sales results, new hire retention, AHT, and ESAT! 

With their 12 certified Master Coaches, combined with a comprehensive library of resources — including nifty content like 20 CEB training videos and 12 Agent Sales Workshops — TELUS secured a clear strategy to support sustainment and fuel innovation.

TELUS

Coaching Fundamentals reshaped our understanding of “coaching”. Implementing these concepts and methodologies,  our leaders across Canada and throughout our global centres, quite simply transformed our culture.

Consequently, we enhanced our consistency in prioritizing both customer and employee needs, fostering a more customer-centric and employee-centric environment.

Katherine Deschamps
Sr Business Analyst, Coaching
TELUS
THE CHALLENGE

Wanting to break away from the lackluster service the Telcom industry was known for, TELUS set their sights on being a market leader by excelling in all KPIs, starting with Customer Satisfaction. 

THE STRATEGY

Unify definition of exceptional CX and skills needed to execute consistently.

Build tailored content that support TELUS’ vision of Best in Class CX. Specifically, target the main groups at the heart of this movement and design curriculums that

  1. Enable all customer-facing teams to deliver “Great” on every customer interaction, 
  2. Prepare all leaders to coach and motivate team members towards this new high bar, and 
  3. Empower internal coaching champions to sustain — and build upon — the gains.
THE OUTCOME
Improvement in CSAT Improvement in CSAT

40%

Improvement in CSAT

Improvement in Repeat Calls Improvement in Repeat Calls

50%

Improvement in Repeat Calls

Improvement in ESAT Improvement in ESAT

60%

Improvement in ESAT

TELUS’ clear multi-pronged strategy galvanized their teams worldwide, inspiring them to adopt a decidedly customer-centric mindset and collectively shift their culture.

With a global cohort exceeding 1000 graduates in Coaching Fundamentals, among them 25 Certified Master Coaches, TELUS naturally succeeded in moving to the front of the pack. 

TELUS’ laser-focus on the customer experience earned them industry-leading KPIs, including the lowest customer churn and lowest customer complaints in the telecommunications space several years running!

BMO InvestorLine

What a fantastic experience for our Specialists and leaders working through the CEB and Coaching Fundamentals sessions!

Our CEB was customized to align with our bank’s vision and purpose, enabling all Specialists and leaders to unite behind it.

I particularly appreciated having access to tools and techniques that empowered me to drive accountability among my team of managers.

Sheryl Doyon
Head of Regional Operations
BMO InvestorLine
THE CHALLENGE

BMO InvestorLine’s Self-Directed Trading group was struggling with a few KPIs despite concerted efforts to move the needle. Specifically, the team wanted help to resolve low NPS, high AHT, and Sales results fluctuating just below target

THE STRATEGY

Clarify BMO InvestorLine’s definition of exceptional CX and skills needed to move the needle.

Then, provide training, tools, and techniques that enable

  1. Team members to deliver “Great” while controlling overall handle time, and
  2. first- and second-line leaders to coach and motivate team members to achieve targets.
THE OUTCOME
Over target in NPS Over target in NPS

34%

Over target in NPS

Improvement in AHT Improvement in AHT

5%

Improvement in AHT

Over target in Sales Over target in Sales

22%

Over target in Sales

The Self-Directed team succeeded in turning the tides on NPS, AHT, and Sales. In fact, they saw a remarkable 25-point jump in their NPS within the first 6 months – just midway through the program!

On the heels of this success, e2G partnered with the Advice-Supported Investing team who were eager to resolve their low Sales. Using the same approach with content tailored for this functional group, revenue results trending upwards from Q1 and by Q3,exceeded target …as did their NPS. Cool!

Both groups report sustained gains and have consistently levelled up their game year over year significantly contributing towards the highest ever enterprise-wide NPS!

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Let's Connect!

Connect with us anytime to ask questions, share what’s on your mind, or discuss how we can help. We value your input and are eager to assist. Whether it’s inquiries, ideas, or challenges, we’re here to listen and collaborate with you towards solutions. We can’t wait to hear from you!