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Welcome, the workshop will begin shortly Please mute when you are not speaking Turn your camera on for the questions at the end. Please ask questions through the chat function Paper for notes Recommend minimising the attendee list


  1. Welcome, the workshop will begin shortly  Please mute when you are not speaking  Turn your camera on for the questions at the end.  Please ask questions through the chat function  Paper for notes Recommend minimising the attendee list This session will last approximately 50 minutes

  2. Ending Lockdown – Preparing for Recovery Jim Smith CUSTOMER EXPERIENCE DIRECTOR HAMPSHIRE

  3. A little about me:

  4. Why are we here? • This is an unprecedented situation – it has impacted everything. • Businesses starting to open / reopen / fully open • So how do we react? • The aim of this is to discuss some of the key factors around this, and help shape your decisions and action over the coming weeks

  5. Agenda • Where are we now? • What to consider: • Safety / processes / preparation • Staff • Clients • Some hints and tips

  6. So where are we now? (general) • Lockdown slowly opening up – July 4 th seems to be key a day • You could open your offices more widely, some have, some considering, some delaying • Still a lot of fear out there – Ipsos Mori roughly 2/3rds of people reluctant to venture out

  7. How are customers feeling?

  8. Impact on spending… Ipsos Mori National Research -1 st May 2020

  9. So where are we now? (general) • Lockdown slowly opening up – July 4 th seems to be key a day • You could open your offices more widely, some have, some considering, some delaying • Still a lot of fear out there – Ipsos Mori roughly 2/3rds of people reluctant to venture out • New normal or old normal? • What will the world look like: more online, less travel, fewer leisure pursuits • Less prosperous population

  10. Who’s doing it well / badly?

  11. So where are we now? (Law) • Firms still operating, mainly remotely • Business: some areas struggling, some flying – but some fees coming in • Property spike, but predicted to slow • Family teams reporting increased activity • Ongoing legal needs will continue

  12. Three voices shouting loudly: • Voice of safety • Voice of staff • Voice of the client • If you have a coherent approach and create reassurance for all three, then you will not go too far wrong

  13. 1. Voice of Safety • UK Government recommendations (gov.uk), notes for all types of businesses including offices • Not experts on this but considerations include: • Reception – spacing, queuing, screens, entry process • Cleanliness – increased regularity and depth, sanitisers • Visitors – appointment only, limited number at any one time, payments • Signage – internal and external, office flow, one way corridors • Common areas e.g. meeting rooms / kitchens / loos / lifts / hot desks • Website – tell people you are safe • What PPE might be required? • Consultation with staff, risk assessment • What processes MUST have contact? E.g. Document signings

  14. 2. Voice of Staff • What are your staff saying? Concerned, okay? Do you know? Find out • Stats: • Ipsos poll – 2/3 rd of people not overly confident to venture out • Only 28% of Law Firm staff are fully confident, even if all safety measures are implemented • 40% of staff are at risk or care for someone at risk • What are their concerns? • What measures do they think are important? • Are they asked, heard, and updated as to what actions you are taking?

  15. 2. Voice of Staff • Travel arrangements, who travels in by public transport or car share? • Ongoing comms – we’ve seen that ‘at home’ staff are communicated to more regularly than ‘furloughed’ • Some thoughts: • a rota (staff in / out of the office) and split teams • gradual return to the office • Ongoing checking of confidence levels • Fully brief everyone on all measures, walk then through it – the staff journey

  16. Difficult customers, safety must be enforced… Know your Thank Stay calm Be polite Explain Remind policy them

  17. 3. Voice of the Client • The task: • To make it a great experience • Within safety restrictions • All aspects of the business are committed to anticipating, meeting and exceeding your current and prospective client’s expectations

  18. 3. Voice of the Client • Where were we: • Firms were getting better at service, more were measuring, enquiries better handled, but • Only 37% said anything to promote / differentiate their firm in any way • Only 12% ever asked how the enquiry came about • Only 10% followed up on good enquiries • Only 50% of web enquiries resulted in a conversation • Price was of major consideration on 14% of interactions, value circa 63%. Expect that to rise.

  19. 3. Voice of the Client • So how is the Client Journey changing: • More web and phone enquiries and fewer face to face encounters • Ongoing consultations by phone or Zoom • Client expectations of value and service still there (and people have become more used to online services now) • Not as east to get through to key people – responses take a little longer • Not as easy to give a sense of concern / trust / empathy / reassurance online or by phone as it is face to face – Emotional Intelligence (EI) is harder • Price may be an objection that crops up more, ‘funding’ an issue • More or less enquiries? Depends on departments, but may be less in the short term. How are you going to get your share?

  20. 3. Voice of the Client • Some thoughts: • Your website: empathetic wordings (only 36%) , statement on safety, easy to contact you • Use email, phone, Zoom in ascending order of preference. Why? Because you body language shows through more and that increases your EI • What made you good before this – how are you going to demonstrate that now?

  21. Why You? Interested Empathetic Professional Understand- able Helpful Value for Experienced Money Efficient Pricing Timely Friendly Encouraging Capable Knowledgeable Engaging

  22. Why You – what makes the difference

  23. 3. Voice of the Client • Some thoughts: • Your website: empathetic wordings (only 36%) , statement on safety, easy to contact you • Use email, phone, Zoom in ascending order of preference. Why? Because you body language shows through more and that increases your EI • What made you good before this – how are you going to demonstrate that now? • Maximising enquiries – makes sure teams can handle them, highlight value, present the firm in a positive light, manage price concerns, and convert • Sensitive handling of ‘ability to pay’

  24. Summary • Safety measures are a hygiene factor – they must be in place • If your staff are not highly confident, it will show through • Your Client Journey (CX) is critical to business starting recover. Only if clients get a the right level of service, expertise and value, will they be properly satisfied – which means they come back, tell others, post positive reviews etc. • Business might be ‘a bit thinner on the ground’, the firms that will thrive will convert a good share of enquiries

  25. What Can you Do? • Safety: • Check the gov.uk guidance • Spacing, PPE, procedures, etc. etc.. • Staff: • Consult with them, poll them to see what their concerns are, they might be more considerable than you think • T ell them what you’ve done, and walk them through how things will work • Special considerations for ‘at risk’ or carers • Ongoing confidence checker

  26. What Can you Do? • Clients: • Show real interest and empathy, the circumstances affect people, how are they feeling right now? • Stress to staff that old normal service standards are key in the new normal: • Response times • Accessibility • Seamless and speedy call transfers • Allow frank and open conversations • Showing of empathy, interest and giving reassurance – builds trust • Switchboard staff know who is available and where

  27. What Can you Do? • Clients: • Make sure your team members work hard to convert the (good) enquiries that come in – promote, differentiate, follow up, discuss, etc. • Remember the stats – 37%, 10%, 50% • Map and walk through the new ‘Client Journey’, does it hold together, any weak links, are team members prepared? E.g. test it, - make a call in via main switchboard number

  28. Ongoing Making Comms X Storage X a Will Meeting to discuss content X X Billing Receive initial docs X X Final signing View web site (s) Agree to costings X X X Receive quote X Call Solicitor – reception and expert

  29. Identify The Touch Points • Initial enquiry: • Prospective client drops in, calls, sends a web request • Through to which team first – ready, able to manage and forward the enquiry • Acknowledgement • Smooth transfer to expert • Speed of response • Seamless process

  30. What Can you Do? • Clients: • Make sure your team members work hard to convert the (good) enquiries that come in – promote, differentiate, follow up, discuss, etc. • Remember the stats – 37%, 10%, 50% • Map and walk through the new ‘Client Journey’, does it hold together, any weak links, are team members prepared? E.g. test it, - make a call in via main switchboard number • Get feedback starting now: • from staff - how safe and confident are you • clients – how safe, how are we serving you

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