CEVA Solutions’ Post

Name: CEVA Solutions on LinkedIn: #walkwithmewednesdays #customerintake #businessgrowth #clientexperience…
Uploaded: 2024-10-09T14:07:52.181Z
Duration: 2 min 25 s
Channel: CEVA Solutions

CEVA Solutions

404 followers

2mo

Walk With Me Wednesdays - Improving Customer Intake Part 1 This week, our founder Cedric P. from CEVA Solutions is focusing on the first step of the customer experience: the intake process. It's like being greeted at a restaurant before you're seated. We're updating our intake form to make it smoother for potential clients, especially those from LinkedIn and social media. Excited to see how these changes help us connect better! Stay tuned for Part 2. #WalkWithMeWednesdays #CustomerIntake #BusinessGrowth #ClientExperience #DiscoveryCall #ProcessImprovement #CEVASolutions

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Alright, let's get right into it y'all. I'm over here walking and what we're going to talk about today is we're starting to make some changes. And what we're going to do over these next few weeks is I'm going to start sharing those changes that we're making with you. And so I just want you to know what changes we're going to actually make. And when we look at the customer experience, the first thing that the customer really touches apart, that's called like the customer intake. And typically that's kind of a contact me form. How are they contacting you? They seen the marketing they see. The products or services that you have to offer now they actually contact you. How are they contacting you and what's that experience like? If we relate it to being in the restaurant, the customer intake is like talking to a host or host this and they're getting ready to set you down on the table so that you could see your options on what you can actually purchase and buy. That customer intake process has to change if we're going to get people that I don't know and that's what I'm hoping to get with our second set of. And the testers, there's some people I don't know, possibly from LinkedIn, possibly from social media, but regardless of where they come from, they all go through the same funnel, the same process, which is called a customer intake. And as of right now, what I'm thinking about is some type of form, maybe like a five to seven question form, what I need to do research on and what's going to lead me into that discovery call. So the customer intake form is usually very basic. Information, but it's enough information that gives you like a good opportunity in that first conversation to really do your research and let people know here's what I know about you, here's what I know about your industry, here's how I think I can help you. But that conversation happens during the discovery call. The customer intake is right before the discovery call. So the first thing we're going to hit on is the customer intake. We'll see what changes we need to make and let's see if we can put it out there. And what happens? Thanks for joining me.

Christian Sommer, MBA

Director of Client Success at VectorOne

2mo

A sign of a great company is taking in customer feedback and integrating it to everyday activities. Nice work!

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