Designing while grateful.

Thanksgiving is my absolutely favorite holiday. It’s not just because I love to cook. Ok, maybe it’s a strong reason. But I love this holiday because I like to reflect on my life and what I’m thankful for – the people, my health, work, just everything. Life is pretty wonderful.

I am grateful and feel blessed that I chose the career path I did in customer experience. I feel like my life is a present every day. I get to work on innovative projects with smart people and develop solutions for people’s problems. And I’m encouraged to consider multiple approaches and options to discover what’s best. It really is a great job. In what other profession do you get to help people complete tasks in their lives, help businesses engage with customers in a better way, and be paid to be creative with crazy ideas?

This is why I’m bothered when I see designers being snarky. I understand why. First, there is no excuse for poor design. There are too many great designers out there to help you create a usable product. A designer spending an hour on a product can improve its experience 100%. Great design doesn’t cost that much. Second, it’s easy to be critical of ourselves and others when it comes to design. Hindsight is 20/20 and if we could all go back in time to create a different product than what we did, we probably would. Or we would take a different approach entirely, making and experience simpler. Third, if our egos are involved in our designs, then no one designs better than we do ourselves. I have been in too many arguments with other designers, not about the design approach, but an argument closer to, “I would have done it THIS way.”  I used to joke that information architects (what a UX designer was called 500 years ago) were like Betta fish (or Siamese Fighting Fish). You can only have 1 per bowl. So only 1 IA per team. And don’t question their design or approaches.

I’m always nervous when I design a new approach for an app. I want everyone to like it and find it useful or helpful in some way. I’m always looking for experiences to be innovative, yet familiar. And I have to remind myself, how people see my design, my work, is not a reflection of me. My work reflects my understanding of what will help the business and the customer. I could have misunderstood a strategy or approach. Or I missed a way to simplify some steps. In the end, I’m helping people complete a task to help them in their lives and helping the business help their customers. I’d say I’m less a designer and more a facilitator.

There’s this weird legacy belief about “the hero designer,” who becomes a celebrity for having “the” innovation that rocks the world. I remember being at a Design Management Institute conference over 10 years ago where one of the speakers said that such an idea was dead. With the rise of interactive design and automation, you can’t create anything alone. This is true. I think this also speaks to the elusive unicorn – designer, developer, UX strategist, all-in-one. Some exist, but some debate that maybe not. Or that it is difficult to do all things well. Either way, I would argue that design was never about heroism. Even in the “Mad Men” advertising era, great graphic design relied on great copy, good account management, honest customer ad testing, and clients who knew their business and markets.

We were fed a myth.

Instead, I believe that heroism in experience design comes from being that facilitator in the background, listening, observing, and discovering trends in the conversation. It’s not always the fabulous, glamorous person who makes everything shiny and spectacular or fills a room with charisma. It’s the person who makes an experience come alive by communicating well with the entire team, making sure everyone is aligned and the business and customers have been heard and understood. The great experience designers often sit in the background, helping the team make a vision real, leading the charge through influence.

Effective experience design helps a team collaborate, bring a vision to life, and enables everyone to be more productive.

So this Thanksgiving, maybe we designers and strategists need to look at our jobs differently. Rather than be the “fabulous designer creating,” what if we were facilitating change, solving people’s problems, and helping visions become real? We shouldn’t dismiss the fact that as business facilitators, we are helping professionals ease into this new world of automation and customer interaction. We are working at the cutting edge of a new world, a new age. That’s a wonderful opportunity. I know I’m truly thankful and grateful to be part of it.

Designing while grateful.

You’re invited to the new Gearmark community

A few years ago, I met entrepreneurs at networking events who were creating exciting new products. I realized during these conversations that many could have used a consultant with user experience and marketing expertise like me on their team. I think these entrepreneurs did too.
We’d have great conversations brainstorming ideas and solutions. Many of these founders were changing industries. Personally, I love working on projects like these, create a product from simply an idea and see it go to market and make money. However, the end result of these conversations was often the same. After about 10-15 minutes of intense brainstorming, right where the boundary between free ideas and paid, implementable ideas lies, I would see their faces change. Excitement, hope, and promise faded to silence. Often, these founders had little to no budget available for my services. They were nice people, so rather than pretend that there was an opportunity for me and get more free ideas out of me, they found a gracious way to exit the conversation, suddenly needing a beer or a sandwich. We’d connect on LinkedIn, but that was that.
After these conversations, I often felt that I failed. But I didn’t feel that I failed as a business owner. In business you want to find people who can pay you. I felt that I failed as a person who couldn’t help them achieve their dream and help us both succeed. I felt that my design mind should have been able to create a solution for this problem, but I wasn’t sure what would work best.
After about 6 months of these incidents, I knew that I needed to offer more than consulting services for Gearmark. Something more economical and scalable.
“If you want to go fast, go alone. If you want to go far, go together”
– Origin unclear. Possibly African or general Internet proverb.
I first encountered this quote at an Agile conference in a session about teams. I think it’s overused because it’s just too accurate. Teamwork is always the answer. Even in learning.

Where did this community idea come from?

I tried to create a user experience course for managers and directors twice over the past few years. I really didn’t know what I was doing. I tried. I failed. I wanted to share my ideas, but I wasn’t communicating them as well as I could, and I didn’t understand how video really worked at the time. Until I took a course in public speaking, I didn’t know how little I understood how to give a proper talk.
But hey, I tried!
So now I’m trying again – in a different way.
There was one lesson I got from HP that I will always carry with me: consensus and collaboration is key for anyone to achieve a goal. We all help each other, even though the message may not come from the expected source. Sometimes HBR resonates better with people than McKinsey or MIT Tech Review or someone’s blog post. It matters less where you learned what you did; what matters is that this learning, this message, helped you achieve you goal.
This is why I want to create a community.
Not only is it great for the members to learn in a community environment, but I learn from them too. We are all learning and sharing knowledge to help each other succeed. On all teams, everyone has something to contribute. A link. An idea. A thought. A video. Sometimes, a comment can give you a new perspective that you never considered and inspire you to finish a project.
Here’s how I describe the Gearmark community on the site.
The Gearmark Community is a place where you can learn how to create great customer relationships through exceptional customer experiences. The best learning happens from others.
Knowledge comes from everyone sharing their experiences, information, and insights. Why learn alone when we can learn together?
But it’s not up to the community alone to do this. We’ll also be available to answer questions and participate in conversations to provide help and advice.
Who would benefit most from the community?

Anyone who feels that their business isn’t meeting its potential, but they aren’t sure why.

Anyone working alone or who feels like they are working in a bubble when creating a customer experience.

Anyone working in a company that doesn’t support this style of thinking, but feels this is the right approach.

The Gearmark Community is a great place to find other like-minded professionals who want to create great experiences. Connect with other marketers, sales, UX and CX professionals to stay current about trends, results, and what’s coming next.

Let’s learn together so we all win.

Special introductory rate. 

Join the Gearmark Community.

If you are an entrepreneur or solopreneur who feels you need more focused guidance, I offer a special startup package. I won’t be writing your marketing plan, but I will help you identify elements that you can use to build a better customer relationship and get you started on your business. Email me or contact me through social media for more information.

What else is coming soon near you?

I plan on creating more ways for leaders to learn about customer experience. So much is coming in 2019 – it’s crazy!

  • My new book, Revenue or relationships? Win both. A customer experience primer to shift your perspective of business, will be released in early 2019.
  • A new webinar to complement the book (of course!)
  • I’ll be launching a 4 week course in February, What are your customers telling you that you aren’t hearing? This course will look at how your metrics are giving you a wealth of customer information – if you are listening.
You’re invited to the new Gearmark community

Me and my tablet. 2 days working on my tablet and I missed my laptop. Here’s why.

My iPad. I love it, but maybe it’s not meant for work prime-time. Yet.  

For a while now, I have been wondering when the laptop would become dated technology and we would all switch to tablet-like devices with keyboards. Cost-wise, it would be another move to make computing more accessible. Usability-wise, I really enjoy the experience where you can tap a screen and type. I got an HP laptop a while back that had this functionality and it was a fantastic user experience. I adapted to it right away. I have been wondering when Apple would include this feature in its own devices and create a type of hybrid tablet/computer experience.

My tale starts with me needing a new laptop for work. My previous one had sticky-key-itis. Every day, a new key would stick on the keyboard and I’d type random characters at random times, from spaces, special letter characters for foreign languages, all sorts of things. It’s not like I spilled anything on the keyboard. In fact, it was quite the opposite. When the keys would come off, there would be a bunch of dust with the rubber-plastic stuck to the key mechanism as if it were squished. Everything was super dry and sticky from plastic being dusty in occasional damp air. Nothing sugary, sticky sweet was there.

During this process to get the new computer configured, I had to wait for the IT guys to transfer my files. I figured this would be a great time for me to get current and see what the experience is like to use a tablet only for a few days.

The verdict: It was not entirely productive.

Here are the apps and sites I used and why my experience was challenged.

General insight: What made the tablet work experience shocking in general was the degraded experience that many apps transferred to a tablet. To me, a tablet is nothing more than a smaller laptop. A user should be able to do anything he does on a laptop on a tablet. But that’s not exactly what happened. It was as if the tablet was considered to be a sub-par device to these companies, which isn’t true. In my view, it’s computing-lite. Not computing-none. Everything should work the same as a laptop/desktop more or less, or at least that was my expectation since tablets are a 10+ year old technology.

Selecting text. What a pain in the a**. I’d tap, go to select the string I wanted, and either get too much text string or not enough (we’re talking paragraph or letters). I prefer this experience on my phone. Why not let me tap to select a word and then select more or less? So annoying. I don’t understand how my phone has a better experience of this than my tablet. It’s the same software managing the experience. Ridiculous.

Powerpoint. I use Powerpoint often to summarize issues and make my ideas and proposals simpler to explain. It’s one of my go-to apps. The problem was that I couldn’t just tap the screen and edit slides. A slide had default text that instructed me to double tap it to edit the text. To me, that made no sense. I would think single tap for text, double tap for formatting. However, if I would tap onscreen, I’d get a popup that would make me select “Edit Text” or other key Powerpoint functionality to edit a slide. It was a complicated experience. I also work in tables often in Powerpoint. At times, I couldn’t select text in the table for the same reason. I’d tap the square and it would highlight the square for formatting rather than editing text. I finally had enough and decided to wait for my computer to be ready to update my client slides, nevermind my webinar slides.

Microsoft Word. I use this often on the tablet already. This experience worked as expected. You tap, write, and edit. It’s actually pretty easy.

Dropbox with Microsoft. I like how this works. Microsoft got it right with autosave using their app with Dropbox. Now if they could only do this for files saved to the laptop/desktop through their apps (they still don’t have this down right). I found it interesting that they couldn’t get the laptop file autosave function working properly but they can manage it for the app/Dropbox experience, even on the laptop. The inconsistency between experiences blew my mind. I expected consistency across the board – all file sources, all platforms. Again, this is 10+ year technology. They should have worked this out by now.

Evernote. Another go-to app. I love how they setup their experience so the tablet app and desktop app are the same. It’s a perpetual keeper.

Email. It was functional. No real complaints here.

Web apps like PivotalTracker: Not even usable on a tablet. I would type and the text would appear after a long lag time – like 30 seconds. I had to get the app for future use. And I’m not sure why the Web app was that challenging to use on the tablet for both Safari and Chrome. I also had fewer features accessible to me. For example, I couldn’t copy the story link to use to associate with story text in an email. It was just difficult all around. Disappointing for a software development company that works on an Agile product. You’d think they would have worked this out.

Google mail. My primary complaint: why couldn’t I add bullets to an email? I had a horrible time with this in the app and on Chrome for tablet. I couldn’t format text beyond bold or italic. Again, the same question – why is the browser app experience that different on a tablet? It makes no sense and I’d expect better from Google. They have a sea of usability experts there – why allow such different experiences to exist on platforms. The phone is great, the desktop is great – why should tablet be any different?

Adobe Comp. Interesting app! I like the idea of it, but I had a hard time drawing, tapping, and dragging. Maybe I’m too used to InDesign and Photoshop? I need to give it more of a chance I think.

What did I learn? 

  • We need to make sure that any Web apps we develop can be used on a tablet. The expected experience should be the same between desktop and tablet. There is no excuse anymore for a different experience given a tablet is really nothing more than a smaller laptop with less processing power.
  • Make sure that the tablet device will support easy access to the main function someone wants to have. For a slide, the main function is NOT editing the design; its updating text. Make that simple. At the same time, allow someone to easily edit the design, but don’t make it harder to edit text than necessary.
  • Don’t create web apps that require such extreme resources that using it on a tablet makes it not usable. Any app should be usable on a tablet through a browser. If there is that much complexity to the app that it is difficult to use on a tablet browser, revisit the app architecture (front and back ends).
  • I tried to design on the tablet but it wasn’t a pleasant experience. Lots of tapping, hard to grab and item and move it. There still is work to be done for tap and hold design.

All in all, tablet experiences still have a long way to go before they are really mainstream. I can see why we still need the laptop. Actually, I was overjoyed when the Apple repair store told me my computer was ready. I couldn’t wait to get my computer to start working again like a normal person.

Although I love my laptop, I also love my tablet. It lets me write in cafes or brainstorm on the go. I also get to watch my movies on it and take a whole library of books with me wherever I go. But for the time being, maybe that’s as good as it gets until the software catches up and I can be more productive and truly work anywhere.

Me and my tablet. 2 days working on my tablet and I missed my laptop. Here’s why.

A crisis can be a CX opportunity to shine – or leave a stain. The AT&T outage in DFW

An internet outage is an opportunity for a telecom to shine or leave a stain in the world of customer experience. Sadly, I think AT&T left a stain in DFW yesterday.
AT&T generates millions in profits, so you’d think they would maintain and constantly upgrade their infrastructure and have redundancy upon redundancy systems in place. However, we got a little transparency into their operations after lightning struck a key building and started a fire. They maintain limited redundancy in their systems. There aren’t a lot of disaster recovery plans, nevermind a crisis communications plan in-pocket, ready to go. There is limited backup or rerouting that’s happening in case of a sudden, unplanned problem.
Yes, it was a disastrous fire. That’s tragic and unexpected. Luckily no one was hurt. But…well, now we have the customer issues to address.
Everyone’s AT&T Internet in North Texas went out yesterday. Well, not quite. It started acting weird for a few hours, then went out. But no one told us this was happening. We had to figure it out through trial and error, unsuccessfully calling tech support, and scanning social media to compare notes on stories. Such a horrible customer experience!
Sadly, during extreme events, people remember the most emotionally impactful event and what happened at the end – it’s the peak-end rule. I’m not sure people will remember this outage too fondly based on that rule. It will be a memorable experience that they may want to forget. (Two blog posts about this: The customer has a pleasant experience: peak-end rule, expectations, and goals and Why do memorable experiences seem to happen during support calls?)
Many people today work from home and require Internet access to do their jobs. Also, with the rise of automation, we have higher expectations about what companies should be providing as a service. We expect immediate response, reaction, and solutions. We also expect GREAT communication and transparency. When we don’t get that, we wonder what we are paying for and what a company is trying to hide. Usually, it’s more than inefficiency.
You’d think that a company like AT&T with tons of customer data like phone numbers and email addresses could have kept their customers easily in the loop of this challenge. In fact, most of us weren’t aware of what was happening until we got a news report late in the morning about the fire. Puzzling, isn’t it?
What happened?
I suspect that there was no crisis communications plan in place for this event. I bet that it was chaos at AT&T yesterday between the outage in DFW, San Francisco, Seattle, and the hurricane. The result was a horrible customer experience because they didn’t have a plan in place to quickly reference to keep all customers clam and happy and maintain customer service standards.
We sometimes mistakenly think that crisis communications is just a PR thing. It’s actually a customer experience activity. Helping your customers (or target stakeholder) navigate a disasater can help you build a better relationship with them in the end. Communication maintains transparency and honesty, which are both key to great customer relationships.
I’m sure AT&T did all that it could, given all of the activities happening. But in the process, they disappointed many customers yet again. And that’s probably why there isn’t complete outrage – it’s not about the initial disappointment. It may now be an expected behavior – which is worse!
What would I have done to avoid the chaos yesterday?
Strategy:
  • Avoid having customers in the outage areas call support to ask questions. I would communicate such disasters to the public right away so people DO NOT call support. Support can’t fix a fire and regional Internet outages. We know that. They need that line free so they can solve customer problems. And I’m sure that there were customers elsewhere with solvable problems.
  • Put the customer at the center of the communication plan. What do they need and want? I would place the customer at the center of every activity. They pay the bills. They need to know what is happening with their solution.
  • Have a crisis kit ready to go in this scenario. This is crisis communication planning 101. These kits help with reaction. During a crisis you don’t think clearly and may need multiple approvals for anything. You can work around this by having materials ready to go “just in case.”
How would I have constructed the plan?
This is just off the top of my head. I would do more research and planning to make this a reality, but my agenda would have been:
Hour 1: when fire trucks arrive and I heard that we needed to shut down power – and the Internet.
  • Immediately call the press and make a statement about Internet being down. I wouldn’t give them an ETA just yet and wait until I had more information. But I would inform everyone right away that no Internet was available from AT&T that morning.
  • Immediate inform all staff about the outage – especially support staff. Everyone needs to know to respond to customers appropriately. Especially support in case people call.
  • Leverage materials from the toolkit:
    • Launch a Web page regarding updates about what’s happening with this outage. Include social media feeds on the page so people can see what others are saying easily. Link to all articles and provide updates as they are ready.
    • Using email and text templates, send a direct communication to customers informing them of the outage. This would go to all customers in the DFW area impacted, directing them to the web page and encourage them NOT to call support. If the Internet is literally broken in a region, you can’t be helped anyway. You may wonder if someone could receive such an email or text during an outage. Most probably could through their phones. But, if you ask me, it doesn’t really matter. The goal is to get people in general to see it and broadcast it through TV or social media. At this point, you just need to get the word out.
  • Immediately record a message for the support lines. Again, get support staff helping those customers with problems that can be fixed. They shouldn’t be telling customers about the outage. That’s a waste of everyone’s time.
Hours 2 – 6
  • Post an update on the web page every hour or so and distribute it on social media channels, giving people insight into what’s happening. Show pictures of people working, the location and what happened. Try to balance it being serious and light. Make it human and show the people working to make the Internet work again. Sure, it’s transparency that may be uncomfortable, but it will make customers feel included and informed. They will see you are trying to make progress and be more forgiving. They pay you; they want to know what they are paying for.
  • Don’t tell customers it will take up to 48 hours to fix. They will be furious, even if that is true. It implies that you aren’t working on the problem and their needs don’t matter. Show them that you are treating this as an urgent issue and trying as hard as possible. Remember – we rely on the Internet now more than ever before. Saying it will take 2 days to fix dismisses that fact and their jobs.
  • List places where people can go for Internet access or provide information for how to use your phone as a hotspot. Who cares about the competitor getting the Internet access for the day! That already happened when access went down – customers found alternatives if they required Internet access to work right now. If you can’t provide a chargeable technical solution, at least provide free advice so customers can accomplish what they need.
  • Offer monetary compensation for the inconvenience. After hour 2 or 3 of Internet access being down, offer special deals as a type of apology. Have partnerships with companies like Karma that offer ubiquitous Internet access to offer a discount to AT&T customers for the day (maybe a discount on GB of transmissions). Provide a discount on hotspot phone usage for the day through AT&T or other carriers as options. The discount helps customers work around asking for a day discount. This will help reset expectations and build a better relationship with the customer. You aren’t in business just for the money. You want to help your customers communicate using technology. You really do.
  • Make it easy to access information about the outage on social media. Put the outage at the top of social media accounts for DFW displays.
6+ hours
  • On your Web page and in social media, openly admit that this is a complex issue and list your plan. Being transparent means being vulnerable. Show that. Let your customers into your world. Include pictures to show people working to solve the problem. Prove to them you trying to fix the issue.
  • Email and text your customers every 2-3 hours, telling them to go to the page and make it clear what is happening. Maybe stop texting during the night, but email would demonstrate you care and are trying.
  • Continue offering discounts and list alternative sources of Internet access.
  • If there is an ETA – start to show it now, even if it is 24-48 hours. At this point, honesty is your best friend. Give people hope up until the 6 hour mark. After that, people will understand that this isn’t as straightforward as anyone thought.
When access resumes:
  • Post the good news on the Web page and communicate it through all social media platforms.
  • Email and text customers that it is up and running. They need to know ASAP.
  • Announce it to the press and encourage them to announce it.
  • Send a note to all impacted customers the next day to thank them for their patience and see what else they need. Sure, you’ll get some negative Nancy’s wanting a refund, but show that you care.
That would be my plan. Sure, it has holes (I created it in about an hour). However, if you focus on keeping your current business running without interruption and focus on your customers in that crisis area being informed, happy and part of your company’s community, you may create a better relationship from a disaster and crisis. A crisis is a customer experience opportunity to shine or leave a stain. Use it to shine. Always.
A crisis can be a CX opportunity to shine – or leave a stain. The AT&T outage in DFW

My Big Design Dallas 2018 Presentation: Listening: Three Shifts You Can Make to Connect and Build Empathy with your Customer

I had a wonderful time at the Big Design Dallas 2018 conference – as always! They do a great job organizing and have wonderful speakers participating. I had a great time and got a lot out of it.
Access the slides that I created for the presentation.
Here is an audio recording of the talk:

New Recording 4

Below is the text for the talk to scan or read. Enjoy!

My grandmother died when I was 10.
My mother had a difficult time overcoming the loss of her mother, so she mourned by playing video games. We would play games all day, every day. I thought I hit the jackpot!
But after about a month solid of this, I wanted to go outside and do something.
Heck, it was summer vacation! I couldn’t just play video games inside all summer, even though, sadly, that’s all she really wanted to do. So I decided to take matters into my own hands. I went to the only place I could go by myself unsupervised at 10 – the local library.
I used to go there every few days to find something to read to take a break from the games. But I didn’t read in great lighting, and often read in interesting positions. My favorite position was hanging my head upside down from the seat of couch, putting my feet where my head and neck should be. My dad used to threaten that if I kept it up, I’d get poor vision. He didn’t realize how prophetic he was.
I continued reading in these weird positions every day until I was 12/13 years old and my eyesight got progressively worse – 20/200 vision in one eye and 20/300 vision in the other. No one knew this was happening because I never really complained about it. Then again, I thought poor eyesight was normal and didn’t really notice it. In school, I worked around my fading eyesight by closely listening to the teachers and focused all my attention to what they were saying.
After a while, I realized I didn’t really need to take notes because I could remember exactly what they said. This overcompensation with listening to balance my poor vision helped me develop an amazing memory. And by mapping what was in my notes with what I remembered that they said in class, I tested very well. With all As, I figured I was doing something right.
However, when it came to my social life, that was a different story.
I had a hard time fitting in, so when I did find a group to hang out with, I was a little desperate to be accepted. I wanted to be the “perfect friend” and not say or do anything wrong. So I would spend a lot of time watching from the sidelines, observing people’s actions, basically discovering what made people tick like a little psychologist.
I became a student of what it means to listen – listen to words, listen to actions, listen to behaviors. And I kept using this approach when I met new people because it worked.
Today, I want to share some tips on how to become a better listener, expand your definition of listening, and build empathy through conversations. Together, these will help you design better conversations and customer experiences, which will improve your company’s customer relationships and ultimately, help your company make more money.
We don’t realize that the motivation behind our actions speaks volumes about our true purpose. Intent is important, especially when it comes to listening and curiosity.
One example of listening with curiosity is a meditation that I’ll do to ground me using my senses starting with sight, then smell, then touch, then listening. I’ll sit in the same place to meditate, so my experience each time is more or less the same, except for listening. The sounds I hear always change. It’s like I’m having a type of conversation with my apartment and developing a relationship with my space, always discovering something new. Inside my apartment I’ll hear the air vents humming or the dishwasher running, and sometimes outside of my apartment I’ll hear the birds singing, dogs barking in the hallway, construction, or my neighbors doing something. Sound waves can travel very far, giving me a lot of information…but it’s not like I’m asking for it…it just comes.
When I’m being present and allowing information to just come to me, it’s the same experience as when I’m listening to understand rather than listening to respond in a conversation. There is a natural curiosity when you listen to understand that can change a conversation’s tone and immediately help you to become a better listener.
I think it’s because I’m focused on gathering information, like the discovery phase of a project.
You don’t yet have any answers. You’re curious, learning and accepting the information that’s being provided. Sometimes I’ll look at this as a gift someone is sharing with me and this really shifts my perspective about what I’m receiving.
But let’s contrast that with listening to respond where you’re focused on explaining your thoughts and your message.
One scenario where I’m particularly guilty of listening to respond is when I’m brainstorming with a team. I’ll get an idea and I’m so excited to communicate it that I blurt it out, interrupting everyone. I think I’m helping the brainstorming process, but I just communicated through my actions that I’m more concerned about sharing my idea than listening to what others have just contributed. It’s not intentional, not mean-spirited, but that’s what I just did.
When we interrupt others, we communicate through our actions that we’re not really concerned with what they have to say.  Our ideas come first.
I think sometimes we often do this in companies– we get so focused on making sure our message is heard and we’re noticed, that we forget to be curious to listen to customer feedback.
Lynn Borton hosts a talk show in Virginia about curiosity, called Choose to be Curious. I first met Lynn a few years ago when I was co-hosting a podcast for a women’s leadership site. She introduced me to the idea of curiosity as a discipline. She’s a lovely person precisely for this reason – she’s genuinely interested – or curious – in who you are, what you do, and why.
Lynn sees listening as a way to be open to learn new perspectives. When you are learning, typically you aren’t judging the information you receive as right or wrong. It just is. The earth is the third rock from the sun. Water is wet. My client would prefer if I offered an online course so he could attend when he wants.
I can see how the phrase “the customer is always right,” is connected to this idea. I would challenge that it’s not about the customer being right or wrong, or winning or losing, I mean, who wins a conversation?
But the challenge the business owner has is to not be defensive and instead be curious and open to consider the problem through the customer’s perspective and create a solution that solves that problem.
Julian Treasure is an expert on listening. He has written many books and has given a few TED talks about it. In his view, we Westerners are poor listeners because our culture doesn’t support it. He identified 4 main communication methods taught in school: reading, writing, speaking and listening. We’ll spend a lot of time learning how to read, a good amount of time learning how to write, a class here or there about public speaking or debate or something like that, and for listening, well, we just don’t practice that very much.
How many of you remember listening comprehension activities in school? What were they like for you? I know what they were like for me. The teacher would play a clip on a tape recorder or read a paragraph aloud. We listened. Then we answered a few multiple-choice questions to confirm that we understood what we just heard. We would then be graded, or rewarded, for answering correctly.
That model carried through to the discipline style of most teachers. The kids who didn’t follow instructions were punished in some way – yelled at, told to go to the office, whatever was suitable; the ones who did listen were rewarded with a complement, or left alone. The focus of listening was about obedience and avoiding consequences, not gaining insights into why we needed to do something, or more simply, to satisfy curiosity.
Luckily, I got more formal listening training in 7th grade. Our reading teacher, Mr. Kennedy had us listen to radio programs from the 1930s and 40s. Yes, radio programs. We would listen to the various dramatizations and then discuss insights into the characters and the storylines. He taught us that asking “why” was at the core of listening. Also we needed to enjoy what we are doing. Without curiosity or enjoyment, we’re only hearing to obey.
For example, when we were kids, a teacher would tell us to stand in a straight line. We would then do what we were told, either out of habit, fear of punishment, or reflex. No one ever questioned the teacher as to why we needed to stand in line. We were more concerned about the consequences of NOT being in the line.
This grows with us into adulthood. If there are no consequences for actions, no reason for curiosity, no reason for enjoyment, adults definitely don’t listen and follow instructions, especially to stand in a straight line.
I used to manage crowds at a large art museum in Boston. I worked in the ticket booth, and the event managers would send me out to manage the lines. I guess my voice carried and sounded authoritative. Museum management was concerned about people blocking the corridors because it was a fire code violation.
But it wasn’t easy to get a group of adults to stand in a single file line. I mean, it was like managing a pile of marbles, even with stanchions. They were in clumps of 3-4 people abreast, scattered everywhere.
The problem wasn’t that they were defiant; there were no motivations or consequences for them to stand in a single file line.
They only wanted to hear a lecture or see a movie, and didn’t care that museum management was worried about fire codes.
And even then, what was I going to do to them? Not let them into the lecture they already bought tickets to hear?
There are at least 7 official types of listening – many of them overlap. We already discussed listening to respond versus listening to understand.
  • We have active listening, which of many of you already know, which could be synonymous with listening to understand. Personally, I’m not a fan of active listening mainly because I have observed the practice abused too many times. The listener will make the speaker feel heard, but the listener will later demonstrate through his actions that he didn’t really hear him. When I practice active listening, I’ll repeat back to the speaker what I heard in my own words to prove that I am indeed listening and understanding. To me, that is more representative of the practice.
  • There is Appreciative Listening where the listener is focused on the speaker, looking to enjoy the story, music, or information being communicated. This is like the radio programs.
  • Critical Listening is where you analyze what the speaker is saying and determine his agenda. You may identify key points to solidify your own opinion.
  • Relationship Listening is known as therapeutic or empathetic listening. Or listening to understand. You may be providing a friend emotional support, but the main goal is to build trust for open communication.
  • Discriminative Listening is when you look past the words you hear to detect the underlying message. This with relationship listening are the approaches we need when we are trying to understand our customers.
Unfortunately, we learn these methods socially, or what many would say “naturally” and think that’s enough – and that’s the problem.
If we need to take formal grammar classes to speak and write English well, shouldn’t it logically follow that we need formal training for listening?
Julian Treasure tries to fix that by providing a number of acronyms to help you listen better, like:
  • RASA – a Sanskrit word for juice or essence, standing for Receive, Appreciate, Summary, Ask –
  • or HARAH – humility, awareness, respect, attention, humor –
  • or the 4Cs – commitment, consciousness, compassion, curiosity.

(from Julian Treasure’s book, How to be Heard)

These are all great ways to remember actions you can take to improve your listening.
Personally, I’m usually not great at remembering these types of words, so the best perspectives for listening that I got from him are first, don’t assume that we all listen the same way and have the same listening experience. We don’t. I think this is why you can never be too clear in how you communicate.
Everyone’s life is different, and each person brings their own experience to a conversation, and therefore their own interpretations. Everyone takes away from a conversation what they want and that’s hard to manage.
Second, you can’t control the information you get from someone else. Don’t enter a conversation with expectations for what you are going to get out of it. You may get something you didn’t expect – or something beyond what you expected.
Third, communication is personal and messy and involves interaction with others. Structured flows and experiences and linear thinking won’t necessarily help you establish a conversation. People don’t give neatly packaged groups of facts. You get what they give through banter and trial and error.
Sherry Turkle, a professor at MIT, has a similar message. In one TED Talk, she talks about communication through new media and how we edit and censor ourselves, which isn’t a very human way to communicate in the first place.
One example she gives includes texting and how you’ll see someone typing a response with the dot dot dot for what seems like an eternity, only to read “Yes.”
We know that is edited conversation, trying not to be messy but direct, polite and to the point. But if you think about it, this type of interaction introduces a different type of communication. Should you listen to the action for long typing to determine if there is more to the message? Or simply the text someone sent? Which is more meaningful to the person and to you?
It’s not that straightforward.
In our digital age with the various communication styles available, we may like to have cleaner communications and conversations, but is that really how we work as humans?
This is why I think it may be time for us to expand our definition of conversations beyond verbal or written communication.
A conversation is really an interaction between two people or entities that build a relationship….it could be through an online app, social media engagement, a focus group, survey, purchase activity, or a support center call. This means that listening should include observing. And we shouldn’t forget that actions speak louder than words.
Our customer’s communication comes through metrics and results. That’s why we should approach them with curiosity – it’s a way for us to listen. And sometimes in business we get so focused on the bottom line or we want to prove that we were right that we often miss what our customers are really telling us in that data. We overlook trends that may not fit our narratives or contradict our understanding of our customers. We may dismiss outlier data as a fluke because it doesn’t support the main story that we or our managers want to see. But in doing this, we miss key insights that lead us to customer experience nirvana, or empathy.
I know that empathy doesn’t emerge from stats. It really starts inside your organization. We all like to think that our employees love our customers, but do they? I mean, do they talk about them behind their backs? Is respect there? Does your team think your customers are generally smart and capable people who make great decisions?
If you listen to your team and observe their actions you can discover if your team even likes your customers or do they feel pity and contempt for them?
You see, pity to compassion is a sliding scale. With pity you feel a type of contempt and believe that your customer got themselves into their unfortunate situation and probably can’t help themselves get out of it even if they wanted to. If you feel sympathy, you feel bad for someone for getting into that situation, but you aren’t up to the task to help them solve their problem. If you feel empathy, you can feel your customer’s feelings and understand their emotions. There isn’t really a desire to help – the focus is on understanding. If you feel compassion, you don’t care how your customer got into that situation, but you can understand how they are feeling objectively and want to help them solve their problem.
It makes you wonder if we should instead be focused on compassion rather than empathy.
Empathy is defined as “the act of coming to experience the world as you think someone else does” which is the problem with empathy in a nutshell. No two people have the same shared experience, and no one really knows what someone else is feeling, which is why connection with other people is hard.
But it gets even more complex because there isn’t just one type of empathy….there are 3 (or possibly more if the researchers find them in the future):
  • Emotional empathy: literally feeling another’s emotions. If you believe in empaths, this is their experience.
  • Compassionate empathy: ability to recognize another’s emotional state, feel in tune with it, and if it is a negative/distressful emotion, feel and show appropriate concern.
  • Cognitive empathy: see things from another’s point of view by putting yourself in someone else’s shoes. This is what many of us may consider to be empathy, but it’s slightly different. There is a removed quality about this form of empathy because it isn’t based in experiencing emotions, but logically understanding them.
To illustrate the differences, let’s say you are watching a romantic love story and the characters have to break up.
If you are watching it with cognitive empathy, you may feel bad, but know that it is a movie and will turn out just fine. You may even wonder if the characters are meant for each other anyway. If you felt compassionate empathy, you’d feel concerned about the split and want to console the characters with a hug. If you were experiencing emotional empathy, you would cry with the characters and literally feel their pain.
You can see why psychologists and researchers say that empathy is not “the cure.” It seems that empathy makes the situation more complicated.
Harvard Business Review published the findings of a controversial study by Imperial College’s Johannes Hattula and his coresearchers Walter Herzog, Darren Dahl, and Sven Reinecke, which disputed using empathy in marketing. They asked marketing managers to describe a typical customer and imagine that person’s thoughts and reactions when creating plans and programs. The result?
“The more empathetic managers were, the more they used their personal preferences to predict what customers would want. Another key finding that should get people’s attention is that the more empathetic the managers were, the more they ignored the market research on customers that we provided them.”
Arguably, the research didn’t reflect empathy in the sense we may want it to, but it did reflect empathy according to the formal definitions – the act of coming to experience the world as you believe someone else does. And that’s how these marketing managers saw the world – not based on research, not on any level of connection of customers, but their own insights based on their own experiences.
Psychology researcher, Paul Bloom, wrote a book called Against Empathy. He mentions a few ways to look at empathy – for moral purposes, for connection, or to understand someone else. But at the raw definition, if you have empathy for someone who is feeling bad, then you feel bad too and is that useful? To him, this why compassion is better.
He shares an example of how you need to be caring yet emotionally neutral to comfort a scared child. But what he doesn’t get into is the motivation for why you are comforting the child in the first place. One could argue that you are comforting the child because at some point you were that child. You may have been afraid of the dark, the thunder, what’s under the bed or in the closet. This helps you relate to that child’s fear so you can help the child. You don’t need to directly feel that child’s emotions at that time, but you do need to understand them through your own personal experience to provide appropriate assistance.
In this case, empathy helps us understand what someone is feeling and thinking and gain insight into their motivations for their actions; compassion gives us the distance to help them solve their problem.
Some psychologists and neuroscientists believe that compassion and empathy are intertwined. Lynn E. O’Connor and Jack W. Berry wrote, “We can’t feel compassion without first feeling emotional empathy. Indeed compassion is the extension of emotional empathy by means of cognitive processes.” (from Bloom, Against Empathy)
This is why I propose a different definition of empathy – an attempt at understanding someone else’s emotional situation by relating through a similar physical and emotional event that occurred in their own life.
Here’s an example….let’s say your best friend’s dog passed away and your friend was very close to her dog. Let’s say your pet hamster passed away, but you weren’t particularly close to your hamster (it was one of 20 anyway). You can’t say with any validity to your friend that you understand what she is going through. Sure, you both lost a pet, but you both didn’t lose the same type of relationship with that pet. But let’s say a couple of years earlier, you lost a cat and you were very close to that cat. You could say to your friend that you understand what she is going through. You both lost a pet, you both lost a close relationship with your pet, and there may be some differences between what you are both feeling because the animal is different.
When you are trying to connect with someone through empathy, you can’t simply recall the same exact situation in your life to understand how that person feels – and that’s part of the confusion. You review similar life events and find one that seems to have the same emotional severity for comparison.
This relates back to the fearful child. You can relate to the fearful child because you were one too. The motivation for the fear may have been different, but you know what it means to be a child afraid.
Let’s apply this to designing an experience that will build a relationship.
Here’s a process that I use when I do this.
  1. Research and understand your audience – This is true for anything. We don’t want to be like those marketers from the HBR study. Leverage customer data – quantitative and qualitative – as much as possible.
  2. Identify the emotional issue – First, identify the challenge that your customers are having and then determine the emotions they may be feeling about it. Use real data as much as possible. Without considering emotions, you may be fixing a purely transactional problem and that won’t necessarily help you build a relationship.
  3. Find a connection to what your customers are experiencing – Identify events in your own life that are comparable emotionally and physically, like the friend who lost the dog or comforting the child. This is the hardest part.
  4. Determine actionable ways to connect to your customers to solve their problem – Using what you discovered in the previous step, determine which strategies and tactics could connect with your customer’s emotions to create a positive experience and solve their problem. As always, be sure you reference customer data.
For this first example, I didn’t have this tool available at the time, so this is a hybrid theoretical/practical discussion.
Most consumers are petrified of health insurance. I witnessed this a while ago during a usability study. The participants openly admitted to being afraid to use an online tool to find a plan – even for the study. They thought that by choosing the wrong coverage they would either pay too much and throw money away or not spend enough money and have too little coverage if there was an accident. They were so scared that they were paralyzed to even get started and had no idea where to begin their analysis. Calling an agent for help wasn’t an option because they didn’t even know what to ask.
Extreme fear and frustration around the insurance business created the emotional issue. And this caused confusion – because they were experiencing two emotions at the same time.
The insurance product managers had a hard time accepting these insights. Again, I didn’t have this tool at the time, but if I did, I probably would have encouraged them to experience working within a system without understanding the rules.
We sometimes forget that health insurance is a system and making the wrong decision in any system can be costly.
Similarly, games are a type of system – there are spoken and unspoken rules and if you don’t know them, there can be risks and consequences, even as severe as injury. My favorite example of trying to understand a confusing system is playing a game of rugby without really understanding the rules.
Rugby can be a confusing game for Americans. We are definitely not familiar with it. But some of my friends in a high school summer program already knew how to play, and told me that it would be “easy.” I figured why not? As we were organizing the game, the other team cleverly had this muscular 6 ft tall guy cover me. I was petrified that if he tackled me, I’d be squished. I avoided him the entire game until one of my teammates threw me the ball out of desperation. I had a clear shot to the goal. But I saw the big guy running towards me for the tackle, so I ran away from the goal, off the field, across the street, and into the library, where I finally felt safe.
I think this example is fitting because it illustrates how extreme fear and frustration can cause an extreme escape reaction. It almost explains why many people avoid dealing with health insurance – the prospect of choosing the wrong carrier or plan is so scary that you want to hide and feel safe. If these health insurance product managers played an intense game like rugby without knowing the rules, they would be participating in a system that could endanger their well-being. A little like insurance.
A severe consequence of not understanding the rules of insurance could mean not being treated for an ailment or a hospital kicking you out or owing thousands of dollars. That is downright scary.
By understanding the consequences of not understanding the rules of a complex system could have helped the product managers feel empathetic towards their scared, angry, frustrated customers and improve their communications and interactions.
Some concrete ways that the insurance product managers could have helped people overcome their fears and anger:
  • Explain how insurance works and provide an overview of healthcare legislation in plain English
  • Explain why people need health insurance – knowing why gives context and could help them alleviate fear
  • Provide tips for what they should be looking for in a plan, including the relationship between deductibles, office visits, and premiums.
As we know, education builds trust with customers, reduces anger and frustration, and removes the mystery which caused the fear.
As a second example, let’s look at how I used this approach to create a content marketing plan for an IT hardware company.
Hardware is a challenging market because there are so many technologies and approaches to solve the same problem, and each brand has its own approach, risks and costs. We were having some challenges trying to increase our market share in the Flash storage market. I decided to talk to sales to learn more about the problem and the IT professionals.
Between their insights, a bunch of past customer data from social media, the web site, and lead gen campaigns, and my own past experience working with IT professionals and interviews with them, I learned:
  • IT professionals don’t get the credit they deserve. Marketing gets kudos for new leads. Sales, for revenue. Finance, for savings. But who says yay for IT keeping email up and running all year except that 1 hour on Christmas Day? Instead, they instead get criticized that.
  • They have high risk jobs. We forget that work is automated and that a group of servers down for a day could be a very costly productivity loss.
  • IT is overhead, which means that costs are always a factor in any decision. As well as reducing IT jobs with increased automation.
  • They are a logical group. You need to connect facts very clearly when creating your story for them.
  • They care about the business impact of new technologies and shy away from “science fair experiments.” To them, a science fair experiment is a new technology that doesn’t have a well-defined business use case.
  • They consider compatibility, ease of use, installation, maintenance – and of course time and cost.
In our conversations we saw two issues happening.
First, there was confusion about flash technology and its business benefits. Sales was hearing a lot of myths. We found it surprising because at this time, flash was a fairly established technology. One logical explanation was that maybe they just weren’t keeping up with changes?
I considered times in my career when I didn’t keep up with industry changes. It would be so embarrassing when I would hear new jargon or terminology that I didn’t know – especially if it was in my direct work. Rather than directly ask someone what a term meant or research it on Google like most people would, I would spew out literal nonsense to pretended that I know what I didn’t know. I think some choose this option because it is a great way to cover ignorance, insecurity, and embarrassment.
After more discussions with the sales team about their experiences, we started realizing that they were experiencing just that – embarrassment.
To help these IT professionals overcome it, we needed to provide them education that wasn’t intimidating or call them out for not understanding flash. And we couldn’t make it only about the technology that they didn’t want to admit that they didn’t understand.
We needed more substance. We also had to have the message come from an expert who they respected.
We decided to make a video with the Director of Product Development and Marketing who was well known and highly respected in the industry. We filmed a casual conversation between him and a colleague in a bar, talking about what Flash technology was, how it worked, and its business benefits. It was casual yet trustworthy. And it presented new information about Flash and dispelled some myths in a non-confrontational way.
The video was well received because it helped people understand the technology without making them feel embarrassed for not keeping up. It reset their knowledge – and that’s exactly what we wanted to achieve.
The second issue was that people weren’t sure what to look for when they were going to buy a flash storage server. So again, confusion, but this time around fear and insecurity.
So again, there was a lot of competition in the market, with all of the brands claiming that they had the best technology.
There was even one competitor that loaned machines to prospective customer data centers so they could try before they buy.
A second factor that isn’t discussed often in IT sales is related to the IT staff keeping their job. Often, they make a “safe choice” regarding technology to reduce downtime and costs because it is a “safe” career choice. A wrong purchase decision could mean downtime or job risk. That’s where more fear originates. A strong technical choice with little risk usually means career safety.
The company I worked for won deals because the sales people would guide these companies in making the final product selection.
They would tell their customers the truth about all of the brands – even their own – which helped these IT professionals overcome their insecurity, and built trust to overcome the fear. But this approach wasn’t very scalable.
However, they were onto something. I think when most professionals are insecure or scared to make a costly decision – either a purchase or implement a new strategy – they research expert advice. I consider an award winner an expert too. As UX professionals, I think we often consult companies like the Nielsen Norman Group or Adaptive Path or Cooper to learn their opinions or check out the Webby award winners for inspiration and to discover trends. I think when you know what market leaders are thinking, it helps you feel more secure and confident in your decisions.
This IT company won a number of awards for their products, especially their Flash solution. And they were often rated top in the Gartner magic quadrant. They were definitely considered a leader and expert who could provide guidance about what to look for in a flash storage solution.
We created a flash storage buyers guide based on our insights into what customer data centers probably need now and in the future.
It was the top performing gated asset for driving leads for the division and got an annual update for the first 3-4 years after it was written. It continued winning.
Just to note, we used a similar approach for another product team in the company and they had similar success – top performing assets that needed to be removed because the content was dated.
By using empathy to connect to our IT audience and their emotional and physical challenges, we were able to create a way for them to connect emotionally with the company and build a trusted relationship that would lead to a sale – and more.
Because I can’t do anything without measuring ….Unfortunately, I’m not aware of many established ways to hold companies accountable for empathy or compassion. That’s something I’m working on now with my clients and I’d be curious to hear your thoughts. But to get some ideas out there for discussion, you may want to consider:
  • Engagement – social media is great for this. You can demonstrate that you can hold a conversation with your customer and connect to them in some way. If they like, share, or comment a social media post, you a building a connection. If they click thru a link to your site and keep interacting – you have started building a relationship.
  • Loyalty – repeat buyers and visitors are in this category. If you can track end-to-end customers who consistently read emails, click to articles, use the product, provide great reviews and recommendations – you found gold!
  • Accountability – An accountability metric could be product reviews that validate messaging about the problem you solve and how you solve it. This you could do today.
  • Brand and Reputation – As always, net promoter score. You could also leverage accountability, or you could use some more traditional brand recall metrics.
So to wrap up….what did we learn today?
  • There are many types of listening – up to 7 – but you’ll only understand someone if you are curious, present, have no expectations, and acknowledge that relationships are built on conversations.
  • Listening isn’t just hearing words. We need to expand the definition of listening to include actions and observation – actions speak louder than words. They are the starting point to learn someone’s motivation and find a way to connect to them.
  • Empathy will help us understand where someone is coming from. But empathy is more than just emotional connection. We need to share a similar life experience – physically and emotionally – to become compassionate and solve customer problems.
Don’t be like those managers from the study who think they are being empathetic because they think they understand their customers. Your customers aren’t you, you don’t really know what they are experiencing, and that’s why you need data to understand them. Own that through curiosity. You won’t always get it right, but you can come close if you recognize that feeling empathy for your customers can’t be a figment of your imagination and you can relate to your customers through similar physical and emotional events that occurred in your own life.
Empathy is the first step in building a connection and developing compassion to create the solutions customers need and to develop a relationship where they return to experience more.
All relationships are based on the same foundation – listening. Your best source of listening is to use the data footprint your customers leave behind. Start there, and the rest will follow.
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Don’t miss the recorded Webinar Master Class:

Emotional engagement: The magic ingredient in any customer experience

My Big Design Dallas 2018 Presentation: Listening: Three Shifts You Can Make to Connect and Build Empathy with your Customer

Communicate confidence through your experience and your customers will relax. How a mammogram can be a pleasant experience.

I avoided getting a mammogram for years because I was afraid to get my breasts squished under two plates of glass. It sounded painful and needlessly tortuous as preventative care. On top of that, there was the whole facing breast cancer issue that comes with getting one of these tests done. No one wants to think about cancer happening to them, but the reality of taking a test opens the possibility of discovering that you have it.
My doctor finally called me out on my avoidance during my annual exam and strongly encouraged me to have one done. She told me about a newer procedure that wasn’t so scary, so I booked an appointment and went.
The experience far exceeded my expectations. Not because my expectations were lower than a basement floor, although that was a factor. It was because the provider communicated confidence through their well-planned, thought-through experience. This gave me confidence that they knew what they were doing. 
What communicates confidence? Making an experience easy. You know what you need to do, the information you need from a customer, and what the customer needs to do. Why not provide your customer with all of the guidance they need to get things done right from the start? And this promotes trust. If you communicate to customers through your actions that you know what needs to happen and how the process should work, you are communicating directly that you are conscientious and you care about doing a good job for them. You are also indirectly communicating to them that you want to do a good job and care about the quality of your work, so there is no benefit for you to lie and cover-up an error. You want a great review and referrals and we all know that those are earned from a job well done.
Communicating confidence reduces your customer’s fear of the unkown. It’s fear that causes distrust and stress. The more you demonstrate that you are competent, your customer will feel like they made a great decision by choosing you, further reinforcing trust. Confidence can be contagious.
Confident people and organizations naturally give that to their customers through other signals, such putting encouraging signs on the wall like “Be Brave,” or how they named their lockers or how they make everyone feel important.
How did Solis Mammogram (where I got the mammogram done) make the experience confident and easy?
  • Convenient and free parking. They were located in a hospital with a huge parking garage with hundreds of parking spots. The parking was inexpensive to start, but they offered me a free parking validation voucher at my appointment. I didn’t need to remember to get my original ticket validated. It was super easy!
  • Easy to get to the building and find the office. Lots of signs and guidance to help me find where the exact location was.
  • Not much paperwork. I had to sign 2 forms and enter information into a tablet. It took not even 3 minutes to complete. So easy, straightforward, and automated!
  • They provided me with courage in case I felt scared and needed inspiration, especially in places where I would be waiting. Rather than having numbers on lockers, they named each one using the names of some of the most courageous women in history from Harriet Tubman to Audrey Hepburn to Eleanor Roosevelt to Amelia Earhart. Choosing a locker to put my belongings in reminded me of my own power – and not to be stressed. They also had words on the examination room walls like “Be brave,” to remind all of us patients that in the end, we will be ok.
  • The office felt like a home – inviting and soothing. The waiting room felt as much like a home that it could, complete with green plants, soft furniture, and soft violet and grey tones. There was no steel or glass around, which can always feel a little cold. It was decorated with a lot of wood and frosted glass. It was warm, friendly and welcoming.
  • The technician told me what she was doing each step of the way. I had literally no surprises. The procedure took not even 10 minutes total and she told me everything she was going to do. There was no time to be stressed! She also warned me that first time mammogramers may be called back if the doctor finds an irregularity because there are no scans for a baseline analysis. They told me not to assume that I have cancer if I get a call. When I did get a call back to return, the woman was surprised that I wasn’t freaking out; I told her it was because I was prepared.
  • Almost no wait time – for anything. I was left alone to wait a total of 5 minutes during the entire visit. Wait times contribute to fear because it allows time for a patient or customer to reflect on possibilities of what may happen during the visit. Often in a visit like a mammogram, people imagine what may go wrong more often than what will go right. If you remove the wait times, you will have patients and customers who don’t have time to wait or stew about problems. They will be more in the present moment, more positive, and in the end, easier to work with. It also communicates confidence that you have a handle on your schedule and how long it takes to work with each patient/customer.
The lesson I learned during my visits with them is how confidence is communicated through an experience with a doctor, technician, waiting room, or administrator. Confidence can turn-around a fearful situation to a pleasant experience that someone will want to have again. It changes everyone’s attitude to create a better relationship with customers who will return in the future. This is especially true for a mammogram. Confidence brings trust and removes fear. Everyone will want to feel that again – even for a mammogram.
Communicate confidence through your experience and your customers will relax. How a mammogram can be a pleasant experience.

Making the front look as good as the back has 4 benefits for customer experience professionals

From Kate & Rose “About the back of embroidery
During one summer vacation, my mother decided to keep me busy by teaching me embroidery. She wasn’t a fan of crochet or knitting; this was her handicraft of choice. I really enjoyed it and would take on different projects like embroidering doilies, pillowcases, handkerchiefs, all sorts of things.
My mom taught me that the best test to determine the quality of your embroidery was that the front and back looked just as nice. Ideally, you could have a doily wrong side up and no one would notice.
I’ve seen great embroidery at various museums and it’s true – the back and front are flawless and could be used interchangeably. I personally never made it that far in my expression of this craft, but I came close. (Ok, maybe not THAT close.)
But why do this? According to a blog on the site Kate & Rose:
“When stitching household textiles or a garment, it’s a good idea to make the back is as neat and smooth as possible, almost as much as the front. Since the finished work will be worn, used, handled, and laundered, knots and loose threads on the back could get caught and pulled, ruining your embroidery.”
This lesson from embroidery can – and should – be applied to customer experiences. You need to be sure that what’s inside the company (the back) is just as presentable as the customer facing experiences (the front) so it lasts and presents your company in the best light.
If you decide to take this approach to your experiences and business, you may experience 4 benefits:
1. You will make employees feel that they are just as important as customers. 
In our never-ending quest to make the customer happy, we sometimes overlook what we are doing internally, allowing broken internal systems to exist. We’ll do cartwheels inside our organizations to hide our crazy processes from our customers.
We sometimes think that if the customer doesn’t see it, then who cares? But that is far from true. We often believe we can hide odd internal process through faux-mation (fake automation where some steps are automated but other steps are offline), conversations, or emails. But we can’t. Customers always see. It’s like they have a spidey-sense.
How employees work to support the product and customers is just as important as how the customers experience a company. When you develop a new experience for a customer, or modify/update an existing one, the process internally to complete the work needs to flow just as smoothly as the outside for what the customer sees. Why shouldn’t employees have a great experience as well? Aren’t they of minimally equal value as a customer? In many ways, you wouldn’t have a company without your employees. Never forget that.
2. You are forced to be transparent and accountable because you can’t hide a mess.
I think all of us have been in a situation where we have had surprise company coming to visit and we throw all of our mess into a room and close the door to hide it. One of my mom’s friends would put her kitchen mess into her oven (god help her if she needed to cook!). In some ways, this is a human response to hide the unseemly. We’ll show off our great work and then hide the back because it is a mess. We do this with embroidery as well (in fact, this is why the premise exists!).
What we forget to consider when we hide our mess, is that we are keeping a secret. And when we are keeping a secret, we aren’t being transparent. When we aren’t transparent, we can still be accountable, but we are accountable to maintaining an ideal, a perception others have of us, not our customers and their needs. And this is horrible for business, because the business becomes less about solving problems for customers and more about maintaining an image.
Customers will always find a way to see the mess in the same way your houseguest may wander into the mess behind a closed door or accidentally look into the oven or flip over the embroidery piece. During a support call, they could ask probing questions after hearing a confusing answer that doesn’t make any sense, or conflicting answers, or after being passed from department to department. It’s in this confusion that our secrets are revealed.
Sadly, we see the employees as complicit co-conspirators to hide an internal process mess in the same way we see our families as complicit to hide the mess in the closed room. They are supposed to help us maintain the illusion, which is what they are being held accountable to do. It is difficult to be accountable to the customer when you are also being accountable to your team and leadership to hide problems.
We can thank the digital world and the transparency and accountability that it brings. Customers can now notice that your company handles issues differently than others, which raises questions. In this case, do you want to be held accountable to resolve your customer’s issues, or do you want to be held accountable to holding an ideal of who your company is, or both?
You can achieve the best of both worlds if you approach creating customer experiences as an embroidery piece, focused on the inside and outside processes being just as elegant, simple and clean. That approach will naturally bring transparency and accountability into our work, allowing you to maintain your company’s image to the customer and help customers have a great experience. You can’t help to be transparent when you wonder how a customer will perceive the inside of an organization if they knew the truth. The embarrassment from their perception, in a way, drives the accountability to do better and be better.
The key tip in this benefit: always remember that customers will always learn the truth when they work with you.
3. You master details through practice because it has a purpose.
For the front and back of an embroidery piece to be picture perfect on each side, you have to have great technique. I noticed that as I practiced embroidery, my technique improved. My mother had great technique after years of practice and it showed in her pieces.
Practice is the key element. Buddhist monks will practice cleaning their own areas because it has a purpose. Exercise is something to practice for purpose and benefit. This is also true for meditation and other types of practice that brings direct personal benefit. “This is because the cleaning practice is not a tool but a purpose in itself. Would you outsource your meditation practice to others?”
What does this mean for customer experience professionals? Well, customer experience is similar to cleaning, exercise, and meditation. We have been led to believe that customer experience improves business, but what if it is more like meditation and has a purpose unto itself? A customer experience strategist facilitates ways for employees to do their jobs better, meaning, provide better service to customers. Its purpose is to build, or improve, relationships. Is this something to outsource, really? It’s something a company really needs to do.
You have to practice creating great customer experiences in a company in order to service your customers better and more actively engage employees and help them contribute value. And like anything, the more you practice, the better you get.
4. You are constantly reminded that business is always between people – employees and customers. 
Sometimes we get so busy designing processes, creating content, and constructing the best experiences through systems, that we forget that we are doing all of these activities to help people to work better together. People are at the heart of any company – internally (employees) and externally (customers). The only way a company can succeed is to improve relationships. Customer experience facilitates this activity; its purpose is to build relationships inside and out.
Sharing my favorite artwork that summarizes how business works from the Dallas Entrepreneur Center:
If we keep this in mind when we think about customer experience, we realize that creating a great relationship between employees and customers is key. Without it, we don’t have socializing with purpose, or business, happening.
What does this all mean?
When we are creating digital experiences, we are automating what was originally an offline process. Sometimes, our offline processes are clunky, so we need to revisit them to create an optimal employees experience. In the process, we also improve the experience for our customers. Although the result of digital transformation is greater transparency for a transaction and with information, it is also a great opportunity to provide the right tools to help employees and customers “socialize with purpose,” build stronger relationships and do more business.
This means improving accountability to the customer and the employee – not just the company’s image. The employee plays a key role in improving a customer’s experience. First, business is between people, not entities. Second, employees are just as important customers. Without customers, your business doesn’t make money. Without employees, no one is contributing value to the organization and getting work done. It’s a symbiotic relationship. This is why the embroidery metaphor is so fitting – the front (customers) experience needs to be just as attractive as the back (employees). When this happens, you get a quality organization with quality results.
Making the front look as good as the back has 4 benefits for customer experience professionals

Listening with Empathy to Connect with Customers

Here is what I presented at CXTalks last Tuesday, May 22. I also included an audio track if you’d prefer that experience. Enjoy!

New Recording Talk Final

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Photo from Carlos Pimenta at CX Talks.

How many of you meditate? Daily? Successfully? I have been trying to do that. It’s so hard, but it’s a great way to help me be present.

A meditation that I’ll do to ground me uses my senses starting with sight, then smell, then touch, then listening. I’ll sit in the same place to meditate, so my experience each time is more or less the same, except for listening.

The sounds I hear always change. It’s like I’m having a type of conversation with my apartment and developing a relationship with my space, always discovering something new.

Inside my apartment I’ll hear the air vents humming or the dishwasher running, and sometimes outside of my apartment I’ll hear the birds singing, dogs barking in the hallway, construction, or my neighbors doing something.

Sound waves can travel very far, giving me a lot of information…but it’s not like I’m asking for it…it just comes.

When I’m being present and allowing information to just come to me, it’s the same experience as when I’m listening to understand rather than listening to respond in a conversation. There is a natural curiosity when you listen to understand  that can change the tone and immediately help you to become a better listener. I think it’s because I’m focused on gathering information, like the discovery phase of a project. You don’t yet have any answers. You’re curious, learning, and accepting the information that’s being provided. Sometimes I’ll look at this as a gift someone is sharing with me and this really shifts my perspective about what I’m receiving.

But let’s contrast that with listening to respond where you’re focused on explaining your thoughts and your message. One scenario where I’m particularly guilty of listening to respond is when I’m brainstorming with a team. I’ll get an idea and I’m so excited to communicate it that I blurt it out, interrupting everyone. I think I’m helping the idea process, but I just communicated through my actions that I’m more concerned about sharing my idea than listening to what others have just contributed. It’s not intentional, not mean-spirited, but that’s what I just did.

When we interrupt others, we communicate through our actions that we’re not really concerned with what they have to say.  Our ideas come first.

I think sometimes we often do this in companies – we get so focused on making sure our message is heard and we’re noticed, that we forget to be curious to listen to customer feedback.

Lynn Borton hosts a talk show in Virginia about curiosity, called Choose to be Curious. She sees listening as an way to be open to learn new perspectives. When you are learning, typically you aren’t judging the information you receive as right or wrong. It just is. The earth is the third rock from the sun. Water is wet. My client would prefer if I offered an online course so he could attend when he wants. I can see how the phrase “the customer is always right,” is connected to this idea. I would challenge that it’s not about the customer being right or wrong, or winning or losing, I mean, who wins a conversation? But the challenge the business owner has is to not be defensive and consider the problem through the customer’s perspective and create a solution that solves the problem.

Julian Treasure is a listening expert and has given a number of TED talks about it. He suggests that another challenge of listening is that you can’t control the information you get from someone else. It’s messy – like relationships. Structured flows and experiences and linear thinking won’t necessarily help you establish a conversation with your customer. They don’t give you a neatly packaged group of facts. You get what they give through banter, trial and error, choosing the wrong button.

With all of the information styles we have today, I wonder if it is time for us to expand our definition of conversations beyond verbal or written communication. A conversation is really an interaction between two people or entities that build a relationship….it could be through an online app, social media engagement, a focus group, survey, purchase activity, or a support center call. This means that listening should include observing. And we shouldn’t forget that actions speak louder than words.

Our customer’s communication comes through metrics and results. That’s why we should approach them with curiosity – it’s a way for us to listen. But sometimes in business we get so focused on the bottom line or we want to prove that we were right that we often miss what our customers are really telling us in that data. We overlook trends that may not fit our narratives or contradict our understanding of our customers. We miss key insights that get us to customer experience nirvana, or empathy.

But empathy can’t just emerge from stats. It really starts inside your organization. We all like to think that our employees love our customers, but do they? I mean, do they talk about them behind their backs? Do they see them as dumb? Is respect there? Does your team think your customers are generally smart and capable people who make great decisions?

If you listen to your team and observe their actions you can discover if your team even likes your customers or do they feel contempt for them?

You see, contempt to compassion is a sliding scale. With contempt you believe that your customer got themselves into their unfortunate situation and probably can’t help themselves get out of it even if they wanted to. If you feel sympathy, you feel bad for someone for getting into that situation, but you aren’t up to the task to help them solve their problem. If you feel empathy, you can relate to your customer’s situation and understand their emotions and feelings. There is a desire to help. If you feel compassion, you don’t care how your customer got into that situation, but you can understand how they are feeling and want to help them solve their problem.

It makes you wonder if we should instead be focused on compassion rather than empathy….but that’s another story.

Empathy is defined as “the act of coming to experience the world as you think someone else does” which is the problem with empathy in a nutshell. This is why some researchers say that empathy is not “the cure”. There was a study in Harvard Business Review where marketing managers made “empathetic decisions” for their customers, but the decisions they made reflected their own desires and didn’t consider what the customer really wanted. Psychology researcher, Paul Bloom, wrote a book called The Case Against Empathy. He mentions a few ways to look at empathy – for moral purposes, for connection, or to understand someone else. But at the raw definition, if you have empathy for someone who is feeling bad, then you feel bad too and is that useful? To him, this why compassion is better.

But these researchers all have a point. There are problems with empathy.

And it breaks down in the definition – no two people have the same shared experience, and no one really knows what someone else is feeling, which is why connection with other people is hard.

This is why I propose a different definition of empathy – an attempt at understanding someone else’s emotional situation by relating through a similar physical and emotional event that occurred in their own life.

Here’s an example….let’s say your best friend’s dog passed away and your friend was very close to her dog. Let’s say your pet hamster passed away, but you weren’t particularly close to your hamster (it was one of 20 anyway). You can’t say with any validity to your friend that you understand what she is going through. Sure, you both lost a pet, but you both didn’t lose the same type of relationship with that pet. But let’s say a couple of years earlier, you lost a cat and you were very close to that cat. You could say to your friend that you understand what she is going through. You both lost a pet, you both lost a close relationship with your pet, and there may be some differences between what you are both feeling because it was a different type of animal.

When you are trying to connect with someone through empathy, you can’t simply recall the same exact situation in your life to understand how that person feels. You review similar life events and find one that seems to have the same emotional severity.

You’ll get to this partly from listening, partly from emotional validation and partly from respect. The connection comes from the shared emotion – the event is almost irrelevant in the connection.

So how does this apply to developing empathy for customers?

Listening is the most powerful tool you have available as a business person. But to use listening and connect with empathy, you need to:

  • be present
  • be curious and not have expectations
  • acknowledge that relationships are built on conversations
  • redefine what a conversation is
  • go inside out – see if your team can be empathetic to your customers
  • connect through listening, validating emotions, and respect. It’s about the shared emotion around the event – not the event itself.

Next time you are looking for that great insight or connection with your customers, take a break, maybe meditate, get present, look through all of your data, and listen with curiosity to discover something new in your observations. You may find that golden insight you’ve been waiting for.

Listening with Empathy to Connect with Customers

Being present and listening. The best insights come when you have no expectations.

There’s a meditation that I do where I get grounded and present by focusing on each of my senses, one at a time. Usually I have similar observations with each sense as I did during the previous meditation, except with listening. I think listening is the most temporal and exciting the all the senses and is open to the most changes. You don’t run the dishwasher all day. Trains pass at specific times. As do helicopters or planes. Sometimes, I’ll do this meditation to simply learn more about my surroundings and discover something new around or outside my apartment. I’ll hear birds singing outside, the lights humming, the fan for the air conditioning or heat, voices from the hallway, my neighbors watching a movie, or doing other activities. Sound waves travel far. That’s why I like listening. It is a way for me to understand what’s happening beyond my immediate location at that specific moment.

Every time I do this meditation, I’m always amazed at what I discover. My fridge can be really noisy. So can my washing machine. Even the dryer. There are times I wonder if my neighbors are watching “Terminator” based on the booms I hear through the walls. I’ll hear pets scurrying somewhere in the building. I have even heard crickets trying to find warmth in the walls.

I think I re-learned the key to listening during this meditation. You listen because you are curious what’s around you at that moment in time.

When I meditate, I’m not really focused on looking to hear what I’d like to hear. Instead, I am focused on receiving and observing what is being presented to me. Like the post yesterday, your intention matters when you are listening.

Rather than listening to see if I hear the hum and roar of the train passing by my house, I hear a dog bark down the hall. Or I hear the washing machine cleaning clothes. Or I hear a noisy neighbor playing music way too loud. I am accepting the data that is being presented to me at that time.

And I’m curious about what this new information is telling me. When I meditate and hear the dog bark down the hall, I wonder who’s dog it is? What is happening for the dog to bark? I start to create a story in my head about the situation; I can’t help it. That is part of curiosity and wonder. But then I bring myself back to the present and focus on what I do know about what’s happening. Honestly, I don’t know what is causing the dog to bark; I can only speculate. I only know what is really happening if I go outside of my apartment, find the dog and observe the situation around it. When I am present, I take the information given to me at face value and discern what needs greater investigation to discover more to the story.

In business we need to do something similar. We need to accept the information that is presented to us, focus on the numbers we see, read what is being said in the posts and listen to the calls coming into customer support and determine what’s missing from the story to satisfy our curiosity. Then we go listen to find information to fill in those blanks.

By not gathering information to create a satisfying story, we risk creating a story that we want to be true. It is so easy to do. It’s hard to return to customers to get the right information to collect more data and get the insights we need. But we need to be present and accept the information gifts customers are giving to us now.

Years ago, I was observing a usability test with a handful of colleagues. We were testing a new homepage design with four participants. Two of the participants couldn’t complete the test tasks and weren’t a fan of the design. The other two completed the tasks with some success but also weren’t liking the design. The VP was desperately looking for this redesign project that was taking way too long to complete (we were over our timeline by 6 months) to be successful, so she proclaimed it a success. My colleagues and I were confused. We witnessed a very different result.

I think the VP was looking at the situation with expectations and saw what she wanted to see. The rest of us entered the observation activity with no expectations and saw what was presented to us. They were two very different stories based on two very different listening styles based on our intentions.

When we are present, we aren’t worried about the future or how to make a program or feature successful. But we are concerned about what our customers are saying right now, why, and their thoughts regarding it. And if we don’t see data that supports our ideas or arguments, we find another way to listen to our customers – a  new survey, usability test, a focus group, a social media listening exercise.

Being present allows us to examine what we are hearing, seeing, and observing at the moment and bring curiosity to discover more about the customer’s viewpoint. In this case, there isn’t a story already created that needs facts to validate it. It is a story that is being created by the customer information being provided. The customers are telling the story; the company is listening to it. That’s why the best insights come when you have no expectations.


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Being present and listening. The best insights come when you have no expectations.

Curiosity: the motivation for being a great listener

I learned the art of listening when I was a kid because I couldn’t see the blackboard. It wasn’t because I was sitting in the back of the class; I just couldn’t see well. I had no idea my vision was that poor and said nothing to my mom or dad so I could get glasses. I thought everyone saw the world that way. And it happened gradually over 3-4 years, so I had no idea that there was anything wrong. I had 20/200 vision in one eye and 20/300 vision in the other.

To function at school, I realized that if I focused and listened closely to what the teachers were saying, I didn’t need to see the board or really need to take notes because I would remember what they said. I didn’t only hear the teachers, I was listening to their words, tone, emotions, intention. I developed an amazing memory this way. I managed to get all A’s, so that told me something was working right.

I also learned that listening goes beyond hearing people talk to include observation. As a kid, when you get all A’s and are introverted, you typically aren’t very popular. I had a hard time fitting in, so when I did find a group that would let me hang out with them, I would spend a lot of time listening and observing so I could find ways to contribute best to the conversations and group. I’d find out what they liked to talk about, what topics were off-limits, how the power structures worked, and how they interacted. I was an observant kid.

I didn’t know this then, but these events were teaching me how to listen – listen to words, listen to actions, listen to behaviors – and to understand what listening really meant. I didn’t realize that people aren’t normally this observant and this was a unique skill I was acquiring. Most of us think everyone lives like we do, but I’ve been learning over the years that this is not true. It wasn’t until I started working that I realized my listening skills, and the curiosity I learned by my personal emphasis on listening, were important to business.

Curiosity comes with listening well. When I was learning how to listen, I was discovering what my teachers had to say and why. I wanted to learn. Same with getting to know new kids. I think my desire to fit in made me curious about people’s motivation. Curiosity became the ultimate driver behind my focused listening. I took this curiosity with me into my educational pursuits, work, social life – just about everywhere.


Don’t miss it!

CXTalks on May 22 will feature speakers and professionals around the Dallas/Fort Worth area discussing topics related to customer experience, user experience, andmore.

I’m giving a 10 minute talk, “Listening with Empathy to Connect.”

Don’t be shy – use my discount code for 20% off: MARY20


We sometimes don’t realize that the motivation for why we take an action speaks volumes about our true purpose. Intent is important. When most people are listening in a conversation or in class, their intent could be to listen to respond, meaning to share their thoughts or be ready to raise their hand and participate. I don’t think we realize it, but our attitudes when we are listening to respond are focused on making sure that we communicate what we want to say; it’s not always an approach concerned about understanding the other person or situation.

By listening to respond, we are objectifying the speaker. We don’t mean to do this; it’s all subconscious. We may be so excited to communicate an idea that we blurt it out, but in the process we aren’t respecting the other person’s ideas or expression (I am often guilty of this). Again, not intentional, not mean-spirited, but that’s the impact of listening to respond in that case. Or we may cut someone off while speaking because we may think they are saying something inaccurate. It’s subconscious, but at the same time, you just discounted what the person was saying. Even if the person got their facts slightly wrong, they were trying to add to the conversation and your correction prevented that. We’ll also sometimes gloss over someone’s contribution to the conversation by not closely listening. That person may need to repeat themselves in the future. The need for that speaker to do that discounts the point they were making.

In all cases, if you are listening to respond in a conversation, focused on making your points and not being curious about what the other person is thinking or trying to communicate, it will be difficult, if not impossible to listen and understand the speaker’s true message. Your purpose is always clear – to talk, to communicate, to express yourself. You aren’t focused on learning about the other person and what they are trying to express. This is the first step to connecting with someone else to build a relationship.

This is why shifting your motivation to curiosity when you are in a conversation can change its entire tone and it will immediately help you to become a better listener. When you arrive curious, you naturally want to learn more about the person communicating. You are more easily able to build empathy and validate if you really understand what the other person is saying – factually and emotionally. That means the person needs to fully express their idea, and if you don’t understand it right away – ask more questions. Be curious!

Lynn Borton hosts a talk show in Virginia about curiosity, called Choose to be Curious. I have interviewed her twice and she’s one of my favorite people to listen to, mainly because of her approach to life using curiosity. Every time I talk to her, she reminds me how being curious about people and situations really changes how you approach problems – and helps you have a happier, more positive approach to live. From the conversations with Lynn, the key element to curiosity rests in asking questions – and then listening.

Curiosity provides you with an opportunity to look at a person or situation in a new, non-judgmental way and to be open to a new perspective. This is great for learning. When you are learning, typically you aren’t judging what you are learning as right or wrong. It just is. It’s like a fact. The earth is the third rock from the sun. Nothing to debate. Water is wet. Nothing to debate. My client would prefer if I offered an online course so he could attend when he wants. Nothing to debate.

Sometimes I think we need to approach customer feedback with curiosity. The phrase “the customer is always right,” alludes to this idea. The customer’s perspective of the situation is what you need to learn about, and is all that matters. I have heard business owners express contrary reactions to this idea, some outright rejecting that a customer could be right about a situation.

However, I would challenge that statement, “the customer is always right.” There isn’t a right or wrong angle regarding a customer situation. What we are really talking about is the customer’s perspective. And the challenge of the business owner is to reach an understanding about that situation that provides a positive experience for everyone involved.

Conversations typically aren’t battles, except for debates, which are a separate matter. There is no winner or loser in a conversation. The real goal of a conversation is to find commonalities, shared experiences, connection and ultimately, build a relationship.

If you are looking to build a relationship with your customer, start a conversation with them by being curious. You can only come to consensus and understanding when your motivation is to learn what the other person’s perspective is. The first step is to be curious; the next step is to listen closely; the next step is to connect empathetically, and more on that soon.

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Don’t miss a FREE 1-hour Webinar on November 7th at 11am ET
 
Curiosity: the motivation for being a great listener