Workshops & Masterclasses

My workshops are aimed at the key people in your organization that are responsible for defining, developing and operationalizing your customer experience strategy. They are designed to provide inspiration, innovation and regeneration for your people and enable them to make a real and immediate difference in their daily lives and to enhance the company as a whole.

These are typically half-day session, but can be tailored to your specific situation and the availability of your people.

Customer Experience Principles That Count!

Discovering the Four Principles that drive customer experience strategy

  • Identify why the Four Principles are critical elements in Customer Experience strategy
  • Benchmark your company’s alignment to, and adoption of, these principles
  • Apply these principles to define or re-energize your Customer Experience strategy
  • Lay the foundations for a Customer Experience framework – What good looks like
  • Create some quick wins to get Customer Experience off to a running start

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Changing Channels - Tune into your customers before they turn you off

Developing the channel strategy that gives customers what they want and need

  • Clearly define your customers. Who are they, where are they and what do they want?
  • Explore and evaluate your current customer experience journey and channel strategy
  • Map your tactics and technology to your strategic ambition – Where are the gaps?
  • Identify short term opportunities for operational improvement
  • Introduce a truly collaborative, company-wide channel improvement process

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A Day in the Life of a Customer™

A Day in the Life of the Customeris designed to uncover the most pressing operational and technology issues that can stand in the way of progress. This approach can be a vital first step for those organizations looking at implementing cloud based model offices and innovation hubs as a way to conduct discovery exercises and fast track strategic, procedural and operational developments that are necessary for customer experience and digital transformation. While this isn’t a new or revolutionary idea, completing the process in a single day, with a high level findings report closely following, definitely changes the landscape. Here’s what it includes;

  • Senior executive meeting to review the current customer interaction status
  • Front line discovery session/focus group discussion
  • Agent side-by-side observations and call review
  • IT overview and current technology analysis
  • The view from team leaders, BI and insight team
  • Customer service – marketing alignment status and business development plans
  • Exploration of current HR & training programs
  • Initial findings and senior leadership feedback session
  • High level report including outline roadmap to move from current state to future state

The end result is a realistic assessment of your current customer contact environment and an associated technology roadmap with clear, logical steps for making your customer experience ambition an operational reality. Download PDF

Customer Experience Acceleration – A New Dawn

While there are no easy answers or quick fixes, customer experience improvement isn’t so daunting as to not be worthy of investment for all businesses, irrespective of size or market segment. Customer Experience Acceleration – A New Dawn™ is a short, sharp introductory program to uncover and document the most pressing customer experience (CX) issues. It’s conducted with senior executives, front line teams and support staff to get a rounded, frank and honest assessment of the current state of CX in a business. It will cover the following:

  • An analysis and assessment of the organizational experience from the customer’s perspective
  • Company immersion and senior management feedback to gain an honest and candid view of the current state
  • Experience evaluation: Identifying Obstacles to Success
  • Defining the culture: What do we need to stop, start, maintain?
  • Identifying the specific values that drive customer loyalty
  • Identifying the enablers and barriers to delivering great experience
  • Identification and documentation of the top priorities for action & generate some quick wins to get Customer Experience off to a running start

This approach is a vital first step in the customer experience journey and can provide the framework and a blueprint that will achieve your future state goals and desired customer outcomes. Download PDF

Start saving your customers today

Learn the 4 key principles for delighting your customers and transforming the fortunes of your organisation

Gerry brings his extensive industry experience and expert insight to the challenges of establishing a world class customer experience.

Charles McLachlan

Academy of Chief Executives

“Gerry has both presented, and been a co-chair, at a number of our Engage Customer conferences. He brings infectious energy and professional and personal experiences that makes customer experience come alive. Delegates have praised his enthusiasm, passion, subject knowledge and entertaining style. If you are seeking an engaging, eloquent and inspirational speaker on all things customer related, then Gerry should be your first call”

Steve Hurst

Editorial Director , Engage Business Media

“The Customer Lifeguard Workshop was a eye opening for me. As a mobile and web app developer this subject is so vital for both my own business as well as the businesses I work with. The highlight for me was the understanding the four principles of great customer experience, how it breaks down and even helping me evaluate my culture, commitment, communication and community aspect of my business. It showed me that I need to improve my communication level and got some clear action points I can implement right away in my business. Thank you!”

Daniel Vlad

Founder , DV Mobile

“Providing Customers with a positive experience, even, perhaps, especially when things go wrong, as inevitabally they will and do, requires a certain mindset and suite of both corporate and personal capabilities. Having attended one of Gerry’s workshops, I recommend anyone who wants to know how to formulate and then implement an effective Customer Experience Strategy to sign up today”

John Busby

Managing Director, BKC

Recently I had the pleasure of participating in a seminar run by Gerry where he introduced his Four Principles of Customer Experience and combined them with a focus on simplicity and agility applied to the business problem rather than the IT solution. Gerry’s seminar helps contextualise the need to deliver flawless CX as a business initiative that can be implemented as an organisation wide cultural focus, and not just at the points of customer contact or the supporting customer contact technology platforms. We finished the seminar, taking away some commitments to “what can I do today”.

Nick Duggan

Sales Director, Cyara