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All right.

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Welcome back to another episode
of Agency Journey this week.

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I've got the pleasure of
bringing on a special guest.

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I've got Amber McKay, who is the head of

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client services at Finley
Agency from across the pond.

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Amber, welcome to the podcast.
Thank you.

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Thank you very much for having me.

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You wrote an awesome blog post recently.

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They got my attention.

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I think it was like, what is an NPS score?

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And why does it matter

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which I'll go pull up here in just a
second, but I want to dig into that.

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That's one of the reasons that I wanted to

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pull you on and kind of dig into
what prompted you to start paying

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attention to NPS, how you've
improved it, how you focused on it.

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We'll break down all those pieces.

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But first, could you just give us a quick

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overview of family agency
and your role there?

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Yeah, of course.

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So finally, Agency is an
inbound marketing agency.

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We're based in Canterbury,
in Kent, in the UK.

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We specialize in the engineering and
manufacturing industry, and we have a

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multidisciplinary team spanning digital
web development, video, graphic design.

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And we are also a Platinum HubSpot partner

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as well, which runs through
an awful lot of what we do.

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My role as head of client services

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is essentially to head up
the account management team.

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I'm generally responsible for
kind of ongoing client success.

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Project success, which means I work really
closely with our management team, our head

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of Ops to kind of ensure everything runs
smoothly and that we've got all the

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processes in place to consistently get the
best possible results for our clients.

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Basically, I am also an account
manager day to day as well.

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So I do keep my finger on the pulse, and

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I'm heavily kind of involved in the day to
day, which really does help me work really

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closely with my team to kind of
make improvements almost every day.

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It's busy, but it's good fun, right?

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What's the model that you have?

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So you've got account managers.

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So you're kind of overseeing a team, plus
being on that team of account managers and

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are using a pod structure beneath
that or shared resources.

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How's the internal team structured

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internally, our account managers, they're
kind of more seen as project leads.

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So that's actually another interesting
point that we're kind of looking into is

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kind of the hybrid between account
management and project management.

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I'm not sure necessarily the industry kind

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of knows the difference, but we do
an awful lot of product leadership.

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We're involved in the strategy, but we are

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kind of at the top of
every project that we do.

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And then we manage the kind of delivery
teams, but we don't have pods.

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We have myself included.

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We have three acts, three account
managers, three project leads, and we kind

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of deal with all of the
projects that we've got.

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We kind of just split out
right in an average week.

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Then between your own client, and I assume

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you're probably interfacing with
your clients on a weekly basis.

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Yes.

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How many calls between your own clients
and you're managing and kind of jumping,

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I'm assuming probably occasionally you're
jumping on other people's calls with them.

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Or maybe you're not.

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But how much are your week
is spent on calls, then?

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Goodness me,
to be honest, between internal meetings,

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which we keep in touch regularly and
client calls, I'd say a good half of my

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week definitely is speaking to clients is
a big part of what we do,

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especially my role as kind of making sure
everything is happening as it should do.

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I do join calls with my project managers,

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but a huge part of what our project
managers do is manage their projects.

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We have a lot of power to kind of crack on
and get the best out of our clients, and

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we have really good
relationships with them.

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So yeah, we do speak to them an awful lot,
depending on the client, depending on the

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project, it might be that we
speak to them to them daily.

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Sometimes it might only
be weekly, smaller ones.

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It might be bi weekly or monthly, but we
are regularly in touch with them, right?

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That makes sense.

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So let's talk a little bit about NPS.

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Then the reason I ask about call
volume is you've got a lot going on.

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So I'm assuming that's part of where the
need for NPS, the need for having say, I

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need some quantitative measure of how
likely to retain these customers.

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Obviously, at the end of the day for

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agencies, the metric we're looking at is
on a customer by customer base is kind of

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lifetime value, which is your indicator of
how successful are we at retaining

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clients, plus up selling them, getting
them on the right services and capturing

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the value that we're hopefully
delivering for them.

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So NPS is kind of a leading indicator to
that. But when did you decide

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what's the prompt for it? And then when
did you decide to start implementing NPS?

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The NPS process for us
actually is quite new.

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I became head of client services last

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year, and this is one of the first things
that I ever really stumped my teeth into.

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So we really sort of started running
it at the start of the year.

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It wasn't working very well to begin with.

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The initial process we had wasn't great.

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The update wasn't great, so we changed
that up and that's now a really well

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practice process that we
continue to replicate.

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It was a goal of mine.

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I kind of saw that as a really good way to

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start making some improvements
in my Department.

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That kind of separated my role
from just project management.

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It was kind of a way to
improve my Department.

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But having an NPS score as a
metric was kind of just one thing.

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It's a really useful benchmark.

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You can add it to business reports.

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It's something to continually measure on

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it gives a bit more of a scientific
view of everything that's going on.

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But for me, it's still really
only the first step for us.

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It's more asking the NPS question.

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But then getting the feedback is actually

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really important because we
instantly act on that feedback.

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We kind of always we take what our clients

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say, and then we make that actionable
and we go and do it straight away.

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So it means the improvements are happening

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straight away and that
we're constantly learning.

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And obviously the improvements we make

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means more success internally and
externally with our clients as well, which

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hopefully in turn means more
recommendations to work with us.

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Right.

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Well, I guess first thing we should do
here is just break down what it is.

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So NPS, I was just stand
for net promoter score.

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It's a question everyone's seen a million

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times to refer this product or
service to a friend or colleague.

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And then from an equation perspective, it
kind of breaks down into these three

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different buckets of promoters, which are
your nine s or your tens passives, which

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are the sevens or eights, and then
the tractors, which are your six.

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You used a word in this post
that first of all, how British?

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Second, I had the wrong impression.

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You said promoters are chuffed
and loyal brand ambassadors.

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Yeah.

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I don't know why I thought
chuffed meant the opposite way.

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Like, I'm a little bit upset.

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Okay.

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Now in British, chuffed means super happy.

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Okay.

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This is great to know. So what's a synonym

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for chef? Is this just, like, excited or
does it mean something else satisfied?

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Like super satisfied? Like really happy.

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Okay.

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And then obviously, to get your score,
you're taking your percentage of your

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promoters and subtracting the
percentage of the tractor.

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So if we just make the math really easy,

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if you have ten people respond to this and
you've got six people who give you a nine

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or a ten, then you got 60% of
your audience as promoters.

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And if you have two people who
are your detractors, that's 20%.

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So 60 -20 is 40.

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And you've got your score
is of 40 on the NPS route.

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You did that much quicker than
I would have been able to.

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I actually have a really handy website

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that helps you do the
calculations because math.

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I've spent more time in NPS
in the last couple of years.

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Okay.

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Although I like the tool itself, I think
it's a handy kind of metric that you can

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use and can be somewhat
centered across places.

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But there's a lot of variables which
we'll get into that are challenging.

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So industry average here.

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And I think you mentioned in
the post, it's around six.

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Retently put out some stuff a couple of
years ago or a year and a half ago.

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Maybe the industry average services or
agencies space specifically is like 62,

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and that's obviously coming
from it's an NPS tool.

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Let's talk a little bit about

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some of the technical pieces, and then I
want to get into impact and the strategic

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side of what you've built out. So
technically, are you using HubSpot to

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measure NPS or what tool are you
using to send and manage NPS service?

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So yes, we did.

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We did use HubSpot, and we used automated

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emails, which meant that people would kind
of drop into workflows depending on their

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life cycle stages and any of the specific
kind of categories we put them in.

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It wasn't working.

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The uptake was not great.
Everyone is busy.

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People's inboxes are full anyway,
so to speak.

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I am the tool

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me with my slide presentation on
the call with my account manager.

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We're the ones doing it now.

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So it's technically a manual process, but
it's actually not really a process at all.

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It's actually a conversation.
Okay.

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So you're actually asking them.

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Are you saying that script verbatim
to them a scale of one to ten?

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Yes.

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When we change it a little bit, we kind of

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use, sort of say, on a scale
of one to ten or not ten.

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How likely are you to recommend us or how

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much do you love us is sometimes if we're
really close to them, we might change it.

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So then they're giving you an answer. Does

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that live in a Google spreadsheet? Or
where are you putting that information?

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It does live in a spreadsheet.
Yes.

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We have an agency scorecard which covers

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all sorts of different metrics that we
report on bi weekly, and it lives in

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there, and it gets updated
every couple of weeks.

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Yeah.
Okay.

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Makes sense.
And then obviously there follow up

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question is,
I assume you're following that up with why

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do you give the score that
you give or they go, yeah.

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Makes sense.

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And then that's where
you're talking about.

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We're taking actions.
Then off of what feedback they give.

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Yeah.
Exactly.

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That.
Okay.

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Makes sense.

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How frequently are you asking people?

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So we ask all of our retainer
clients at least every quarter.

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That means every three months

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we have a proper meeting with them, where
we have a shortage presentation, where we

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might go over activities
in the last three months.

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What's coming up over
the next three months?

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What's going?
Well, what's not going so well?

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And then we always ask that
question right at the end.

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If they are just smaller project clients,

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we'll probably tend to ask at the
end of that project on delivery.

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Yes.
That makes sense.

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And then in terms of who gets surveyed,
I'm assuming most of the time on client

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calls, you've got one point
of contact, maybe two.

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Correct me if I'm wrong.
Yeah.

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So we ask every client gets asked.

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We're in the process of asking everyone as

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we go along, but everyone
will at some point be asked.

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And it will be the key stakeholders that

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deal with their project
lead on an ongoing basis.

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Okay.
So just to say back to you, then if you've

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got let's say you're dealing with the
marketing manager at a manufacturer,

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but the VP of marketing or owner of the
business, depending on the size of the

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business, is the one writing the checks,
but not getting on calls with you.

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Are you sending that via email, then are

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you calling them directly at some point or
just trying to pull them into a call to

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ask that question, like on
a quarterly planning call?

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How are you making sure?
I guess that you get the touch point to

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maybe impact the decision, but
aren't on the weekly calls with you.

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Yeah.

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We're actually really
lucky at finding agency.

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We work with the clients
that we work with.

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In general.

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We are always in touch with
the key decision maker.

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So we need to speak to the CEO BMDs or as

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you say, the people writing the checks,
we are fully in contact with them.

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If they're not on the course, we
retain a call for whatever reason.

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If they're busy.
Yes, we would always give them a call.

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We would speak to them separately.

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As I said, the key is to speak to the

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00:12:21,680 --> 00:12:24,540
people that you are dealing with every day
because they are the ones that can tell

235
00:12:24,570 --> 00:12:28,100
you how well or how well
you're not doing right.

236
00:12:28,120 --> 00:12:29,980
Okay.
So let's talk about the impact.

237
00:12:30,010 --> 00:12:34,580
First of all, you wrote in here about kind
of your takeaways and experience with NPS.

238
00:12:34,610 --> 00:12:38,020
So what is finally agency's NPS?

239
00:12:38,050 --> 00:12:43,760
So we are currently running at 80.

240
00:12:44,280 --> 00:12:47,260
We have approximately 25 clients that

241
00:12:47,280 --> 00:12:49,480
we're currently working with
on kind of various levels.

242
00:12:49,510 --> 00:12:53,660
That number is probably bigger,
but on different various levels.

243
00:12:53,680 --> 00:12:57,780
And because the process is fairly new, we
are still working our way through a lot of

244
00:12:57,810 --> 00:13:01,220
those and depending on kind of
where they are at their life cycle.

245
00:13:01,250 --> 00:13:03,140
But as I say that everyone gets asked

246
00:13:03,170 --> 00:13:07,900
regularly enough that we are
constantly reporting on that number.

247
00:13:07,930 --> 00:13:10,020
Are you leveraging that?

248
00:13:10,050 --> 00:13:11,740
Do you know,

249
00:13:11,770 --> 00:13:18,080
it seems like that's a number that I would
want to be pointing out NPS internally.

250
00:13:18,760 --> 00:13:20,700
I don't know that we've ever done a huge

251
00:13:20,730 --> 00:13:26,580
public push on it, but we should or we
could, I guess, is another way to say it.

252
00:13:26,600 --> 00:13:29,900
You certainly could as well, obviously,
anytime that you're picking out a metric.

253
00:13:29,920 --> 00:13:32,820
If that's not the industry
accepted metric, it's hard to say.

254
00:13:32,850 --> 00:13:34,660
Well, we're Navy and someone else.

255
00:13:34,680 --> 00:13:35,920
It's all internally reported.

256
00:13:35,950 --> 00:13:37,940
So anybody can say, yeah, we're 98.

257
00:13:37,970 --> 00:13:39,680
Yes.

258
00:13:40,240 --> 00:13:42,660
But are you all using that in your market?

259
00:13:42,690 --> 00:13:46,900
It's on the blog, which is super cool that
you wrote about it and put yourself out

260
00:13:46,930 --> 00:13:50,880
there. But are you using that
in marketing or sales at all?

261
00:13:51,000 --> 00:13:53,500
Currently, not as a metric?
No.

262
00:13:53,520 --> 00:13:57,240
But that kind of brings you back to the
point of it's not that the metric and the

263
00:13:57,240 --> 00:13:59,500
number itself is only
really the starting point.

264
00:13:59,530 --> 00:14:05,100
So the biggest thing for us
is the feedback and then the positivity or

265
00:14:05,130 --> 00:14:09,380
the structural help that clients
give us when they give us feedback.

266
00:14:09,410 --> 00:14:11,900
So a big one for us is customer

267
00:14:11,930 --> 00:14:16,440
testimonials, and
we have a videographer in house and we do

268
00:14:16,470 --> 00:14:20,900
a lot of video work and a project
that we obviously used to work on.

269
00:14:20,930 --> 00:14:22,720
Post code precovid.

270
00:14:22,750 --> 00:14:25,540
I was heading out and
meeting with our clients.

271
00:14:25,570 --> 00:14:27,820
Now we will be doing that more again.

272
00:14:27,850 --> 00:14:33,140
And the best part of it is that is it
your clients, your biggest selling point.

273
00:14:33,170 --> 00:14:35,660
So for us, the metric
is the starting point.

274
00:14:35,680 --> 00:14:37,540
And then going out to those clients that

275
00:14:37,560 --> 00:14:41,220
we work brilliantly with and getting a
testimonial from them, recording us,

276
00:14:41,240 --> 00:14:44,540
having an interview with them and
discussing our projects and all that stuff

277
00:14:44,570 --> 00:14:48,420
and then reporting on the results
of the projects which we always do.

278
00:14:48,440 --> 00:14:49,760
We post a lot of case studies.

279
00:14:49,790 --> 00:14:54,700
We post a lot of results, reports,
all of that material gathered together

280
00:14:54,730 --> 00:14:58,740
with the metric is just such
a fantastic story to sell.

281
00:14:58,770 --> 00:15:01,940
Right.
So you are getting so many different

282
00:15:01,970 --> 00:15:06,140
questions here, but you're three
quarters into running NPS.

283
00:15:06,170 --> 00:15:09,540
Now, as we're recording, this is
the beginning of Q four here.

284
00:15:09,570 --> 00:15:17,800
So do clients know who aren't your clients

285
00:15:17,960 --> 00:15:20,300
or working with a different
account manager know?

286
00:15:20,320 --> 00:15:21,100
Amber's on the call?

287
00:15:21,130 --> 00:15:26,520
I'm going to get asked NPS or How's that
receipt conversation then?

288
00:15:28,560 --> 00:15:30,480
No.
I think they see me on the call.

289
00:15:30,510 --> 00:15:34,040
They think, what have we done wrong now?

290
00:15:34,070 --> 00:15:37,980
I think, because it's part of the
process now our project leads.

291
00:15:38,000 --> 00:15:39,620
We ask the question all the time.

292
00:15:39,650 --> 00:15:42,900
They expect it to come up.

293
00:15:42,930 --> 00:15:45,460
It's not supposed to be
an intimidating question.

294
00:15:45,480 --> 00:15:47,300
It's not supposed to be a question where

295
00:15:47,330 --> 00:15:51,440
they suddenly think, if I'm honest, I'm
going to upset someone or I'm just going

296
00:15:51,440 --> 00:15:54,820
to give them loads of great positive
praise, because that's all we want to do.

297
00:15:54,840 --> 00:15:56,980
It's not supposed to be
a difficult question.

298
00:15:57,010 --> 00:15:59,800
It's supposed to be a
conversation staffer.

299
00:15:59,830 --> 00:16:01,940
It's supposed to open up about.

300
00:16:01,970 --> 00:16:03,700
It's meant to be transparent.

301
00:16:03,730 --> 00:16:07,960
It's meant to help our
communication going forward.

302
00:16:08,280 --> 00:16:10,020
The more we ask our clients kind of

303
00:16:10,040 --> 00:16:12,900
actually, the more they get into it, and
the more that they see that it's helpful.

304
00:16:12,920 --> 00:16:16,740
I think it's always a slightly strange
question to be asked for the first time.

305
00:16:16,770 --> 00:16:18,500
It can put you on the spot.

306
00:16:18,530 --> 00:16:20,500
But I think if you can't answer that

307
00:16:20,520 --> 00:16:23,220
question or if it's an uncomfortable
question that you're asked and you don't

308
00:16:23,250 --> 00:16:26,500
want to say it there, and then
we've got words to do anyway.

309
00:16:26,530 --> 00:16:30,500
So to me, the honesty is
really helpful both ways.

310
00:16:30,520 --> 00:16:33,340
And if you're not honest, everyone's
doing each other a disservice.

311
00:16:33,360 --> 00:16:34,860
Really.
Right.

312
00:16:34,890 --> 00:16:36,660
Well, I think

313
00:16:36,680 --> 00:16:39,740
there's a couple of things I like about
what you're doing that are really cool,

314
00:16:39,770 --> 00:16:43,420
and they're different from what I
would normally recommend to people.

315
00:16:43,450 --> 00:16:45,660
One is in our NPS set up.

316
00:16:45,690 --> 00:16:48,440
I want to isolate the person that they

317
00:16:48,470 --> 00:16:52,180
have a relationship from from the
person who's asking the question.

318
00:16:52,200 --> 00:16:54,800
I don't want them to have to give me an
answer in front of the person they deal

319
00:16:54,830 --> 00:16:58,660
with on a day to day basis, because
I think that is easy to buy.

320
00:16:58,680 --> 00:17:00,260
You have to make a
decision in that moment.

321
00:17:00,280 --> 00:17:01,900
Do I want to potentially offend somebody

322
00:17:01,920 --> 00:17:04,290
who I'm going to work with
or talk to on a daily basis?

323
00:17:04,320 --> 00:17:07,880
And I have some type of relationship with.

324
00:17:08,400 --> 00:17:10,940
But you've mentioned a couple
of different things here.

325
00:17:10,960 --> 00:17:12,250
One is it's part of your process.

326
00:17:12,280 --> 00:17:15,250
So you mentioned update rate, and what

327
00:17:15,280 --> 00:17:18,530
that normally looks like for agencies
is sending out emails and nobody.

328
00:17:18,560 --> 00:17:23,380
If you introduce that to 25 clients today
who've never had to do that before,

329
00:17:23,400 --> 00:17:25,010
most of the time, they're
just going to ignore that.

330
00:17:25,040 --> 00:17:26,810
So the cool thing about running a services

331
00:17:26,840 --> 00:17:29,140
based business is you get to make
whatever the rules are around.

332
00:17:29,160 --> 00:17:30,250
How what it's like to work with you.

333
00:17:30,280 --> 00:17:33,600
So if you set strong expectations on the
front end for every new client who's

334
00:17:33,600 --> 00:17:35,520
working with us, this is
just part of what you do.

335
00:17:35,520 --> 00:17:36,140
When you work with us.

336
00:17:36,160 --> 00:17:38,700
You pay your monthly bills, you show up to
your calls on time and you have to answer

337
00:17:38,730 --> 00:17:41,620
your NPS survey, and
those are nonnegotiables.

338
00:17:41,650 --> 00:17:43,600
You get to make those and set them up.

339
00:17:43,630 --> 00:17:46,940
And so you've forced that on
people by doing it on a call.

340
00:17:46,970 --> 00:17:51,290
And then the real key is exactly what you
said, which is NPS is a great metric.

341
00:17:51,320 --> 00:17:53,290
It's awesome to put on a scorecard and to

342
00:17:53,320 --> 00:17:56,050
work around and you need
those central points.

343
00:17:56,080 --> 00:17:59,380
But the real magic is not asking
people to survey questions.

344
00:17:59,410 --> 00:18:02,460
The real magic is, what do you
do with the answers from that?

345
00:18:02,490 --> 00:18:04,460
And how do you continue to build and

346
00:18:04,490 --> 00:18:08,660
strengthen those relationships
you mentioned?

347
00:18:08,680 --> 00:18:10,140
We're taking action right away.

348
00:18:10,160 --> 00:18:12,050
So someone tells you, hey, I'm an eight.

349
00:18:12,080 --> 00:18:13,770
They are passive.

350
00:18:13,800 --> 00:18:15,740
The obvious question is what's one thing

351
00:18:15,770 --> 00:18:18,530
we could have done to make
your experience better?

352
00:18:18,560 --> 00:18:21,290
What's the difference?
Why did you not score it lower than that?

353
00:18:21,320 --> 00:18:23,420
Why did you not score it higher than that?
You got all these different follow up

354
00:18:23,450 --> 00:18:28,220
questions. Are there any specific examples
that come to mind of how you've dealt with

355
00:18:28,250 --> 00:18:33,400
that feedback right away to
improve client relationships?

356
00:18:33,480 --> 00:18:34,620
I think largely.

357
00:18:34,650 --> 00:18:35,940
Usually.

358
00:18:35,970 --> 00:18:38,460
I think communication is a big one.

359
00:18:38,490 --> 00:18:40,530
Sometimes if you're particularly busy

360
00:18:40,560 --> 00:18:43,800
period, communication
can sometimes fall down.

361
00:18:43,830 --> 00:18:46,050
I mean, that's both sides

362
00:18:46,080 --> 00:18:50,380
a lot of the work we do relies
quite heavily on client input.

363
00:18:50,400 --> 00:18:51,770
From an education point of view.

364
00:18:51,800 --> 00:18:53,380
We're working in quite a technical sector.

365
00:18:53,410 --> 00:18:57,220
So a lot of the time we rely heavily on
our clients being able to give us

366
00:18:57,240 --> 00:19:00,740
information and give us answers so that we
can create content or we can create

367
00:19:00,770 --> 00:19:05,940
campaigns that are technically and that
are technically correct to their industry.

368
00:19:05,970 --> 00:19:08,900
So we do rely quite
heavily on their input.

369
00:19:08,920 --> 00:19:10,770
And if our communication isn't strong

370
00:19:10,800 --> 00:19:15,290
enough and we don't make
that clear, from the outset.

371
00:19:15,320 --> 00:19:18,940
Sometimes if things are held up because
we're waiting on things from their side,

372
00:19:18,970 --> 00:19:23,040
that can be quite frustrating
on both sides of it.

373
00:19:23,070 --> 00:19:26,660
So that does come up quite often.

374
00:19:26,680 --> 00:19:30,140
And once we've spoken about it, we said,
how can we make that process easier?

375
00:19:30,170 --> 00:19:35,530
How can we not add to your to do list but
see us as something crucial that you have

376
00:19:35,560 --> 00:19:38,090
to do every other day or
something during the week?

377
00:19:38,120 --> 00:19:41,380
We work with them to make it
as easy as we possibly can.

378
00:19:41,400 --> 00:19:43,620
Right.
That makes sense.

379
00:19:43,650 --> 00:19:45,290
I guess a couple of questions.

380
00:19:45,320 --> 00:19:47,900
Is there a point at which let's say you're

381
00:19:47,930 --> 00:19:52,860
talking to an agency,
which you are right now, obviously.

382
00:19:52,890 --> 00:19:56,140
But they're thinking about NPS.

383
00:19:56,160 --> 00:19:59,010
This conversation has been
wondering, should we implement it?

384
00:19:59,040 --> 00:20:03,010
Is there a team that's too small to bother
setting up NPS, or is there a point where

385
00:20:03,040 --> 00:20:07,600
you're like, hey, 25 people
sounded 25 clients sounded right.

386
00:20:07,600 --> 00:20:09,570
Or ten clients would have
been the right place to put.

387
00:20:09,600 --> 00:20:13,380
Is there a right place to put these
tips and metrics in place and systems?

388
00:20:13,410 --> 00:20:15,330
I don't think so.
I don't think so.

389
00:20:15,360 --> 00:20:17,900
I think obviously, the smaller you are,

390
00:20:17,930 --> 00:20:22,050
and we have a handful of
clients that we adore as well.

391
00:20:22,080 --> 00:20:24,220
I should say, obviously, we adore
working with all of our clients.

392
00:20:24,250 --> 00:20:26,460
We love all of our clients, but

393
00:20:26,480 --> 00:20:28,980
we do have a selection of clients
we work with for a long time.

394
00:20:29,000 --> 00:20:30,080
We have really well established

395
00:20:30,110 --> 00:20:34,010
relationships with who would
always score us really highly.

396
00:20:34,040 --> 00:20:37,090
And of course, they feed into
the great score that we do have.

397
00:20:37,120 --> 00:20:40,460
But time and time again,
we do great things.

398
00:20:40,480 --> 00:20:41,900
We will always have the odd thing that we

399
00:20:41,920 --> 00:20:44,180
can improve on and we can do
and we continue to do better.

400
00:20:44,210 --> 00:20:49,360
But if you've only got a small number of
clients and they all love you, it's going

401
00:20:49,390 --> 00:20:52,860
to inflate and you're
going to look fantastic.

402
00:20:52,880 --> 00:20:54,980
But then again, that's
where it comes into.

403
00:20:55,010 --> 00:20:56,500
It is just a metric.

404
00:20:56,520 --> 00:20:57,700
And that's only the starting point.

405
00:20:57,730 --> 00:20:59,140
You should always be asking.

406
00:20:59,160 --> 00:21:00,520
No matter how many clients you have, you

407
00:21:00,520 --> 00:21:02,940
should always be asking
them, how well are we doing?

408
00:21:02,960 --> 00:21:05,740
What can we do better?
That's the biggest part of it.

409
00:21:05,770 --> 00:21:10,460
I think maybe the metric side of things,
you could probably have a limit.

410
00:21:10,490 --> 00:21:12,620
Otherwise you'll be, as I say, inflated

411
00:21:12,650 --> 00:21:15,330
and look and look much
better than you are.

412
00:21:15,360 --> 00:21:17,040
But not necessarily true.

413
00:21:17,070 --> 00:21:20,740
I'm sure people are fantastic,

414
00:21:20,770 --> 00:21:24,980
but yes, I would say
you do need to take that into account.

415
00:21:25,000 --> 00:21:25,900
Right.
That makes sense.

416
00:21:25,930 --> 00:21:29,570
And then prep you to go down this road.

417
00:21:29,600 --> 00:21:33,050
But you mentioned something earlier
that always catch my attention.

418
00:21:33,080 --> 00:21:37,380
You mentioned scorecard.
Are you running on the EOS or do you have?

419
00:21:37,400 --> 00:21:38,980
Yeah.
Okay.

420
00:21:39,010 --> 00:21:43,280
So on that scorecard, then, on a weekly
basis,

421
00:21:45,360 --> 00:21:48,180
feel free to share what you're comfortable
sharing or not sure what you're not

422
00:21:48,200 --> 00:21:51,780
comfortable sharing, but what are some of
the other key metrics that you care about

423
00:21:51,810 --> 00:21:56,020
from specifically your role leading
client success at an agency.

424
00:21:56,050 --> 00:21:59,400
What are some of those
metrics that you care about.

425
00:22:01,080 --> 00:22:02,570
Our EOS system?

426
00:22:02,600 --> 00:22:06,700
We have all the team leaders from all
of our delivery teams are in there.

427
00:22:06,730 --> 00:22:09,500
So from a digital point of view, we report

428
00:22:09,530 --> 00:22:13,780
on the number of marketing leads
we've received that month.

429
00:22:13,810 --> 00:22:17,860
I think we do them bi weekly, as
we report on that quite heavily.

430
00:22:17,890 --> 00:22:19,540
My NPS score is in there.

431
00:22:19,570 --> 00:22:22,420
We report on Business one that week,

432
00:22:22,450 --> 00:22:27,570
we report on our financial status, which
is obviously helpful from us internally.

433
00:22:27,600 --> 00:22:29,220
The number of blogs written, the number of

434
00:22:29,240 --> 00:22:32,500
blogs published, that sort of thing
because we put out there quite a lot about

435
00:22:32,520 --> 00:22:35,900
how important education is, and we
do a lot of content for our clients.

436
00:22:35,920 --> 00:22:38,290
We then practice what we preach,
and we do a lot of that as well.

437
00:22:38,320 --> 00:22:42,420
So we report on quite a
wide spectrum of things.

438
00:22:42,440 --> 00:22:43,980
To be honest, just because we have

439
00:22:44,010 --> 00:22:49,090
everybody in our company in our agency
management wise, comes to those meetings

440
00:22:49,120 --> 00:22:51,860
and reports on what their
teams are doing, right?

441
00:22:51,880 --> 00:22:54,360
That's awesome.
So in those blogging numbers, those are

442
00:22:54,390 --> 00:22:57,620
your internal, like the finally
agency content production.

443
00:22:57,650 --> 00:22:59,480
That's awesome.

444
00:23:00,920 --> 00:23:04,420
One of the things I think I was the
challenge would mention really like

445
00:23:04,450 --> 00:23:10,260
lifetime value of clients is one of the
biggest metrics to pay attention to.

446
00:23:10,290 --> 00:23:12,460
The problem is, you don't know the

447
00:23:12,490 --> 00:23:16,480
lifetime value of someone until they're
no longer until their lifetime is value.

448
00:23:16,600 --> 00:23:19,260
So that's what we're really trying to use.

449
00:23:19,290 --> 00:23:24,660
Nps is kind of a proxy for
how likely are we to retain clients

450
00:23:24,690 --> 00:23:30,240
when you get clients who say a
six or lower, they're detractor.

451
00:23:30,760 --> 00:23:35,290
What is in your playbook or what are some
of your go to? What are the things that

452
00:23:35,320 --> 00:23:38,620
you are looking to do to fix? And how do
you know when to draw the line between

453
00:23:38,640 --> 00:23:42,050
saying this relationship is not working?
We're better off moving on from them

454
00:23:42,080 --> 00:23:47,330
versus hey, this is one that we just have
an issue in communication or we haven't

455
00:23:47,360 --> 00:23:51,700
had enough time that expectations are just
off a little bit here, but it's a good

456
00:23:51,730 --> 00:23:54,140
account that we should
still continue working.

457
00:23:54,170 --> 00:23:56,020
It's a really tricky situation.

458
00:23:56,050 --> 00:24:00,780
I have to say, we are lucky that we've
not been in that situation very often.

459
00:24:00,810 --> 00:24:04,940
And to be honest, if you have a detractor

460
00:24:04,970 --> 00:24:08,700
who is not happy, the chances
are you already know about it.

461
00:24:08,720 --> 00:24:11,810
So it's not going to be a surprise when
it comes to that retaining review.

462
00:24:11,840 --> 00:24:13,120
It's not going to be a surprise when you

463
00:24:13,150 --> 00:24:16,500
suddenly have that meeting
to discuss the activities.

464
00:24:16,530 --> 00:24:21,180
You will know that things aren't going
well, and hopefully you would have already

465
00:24:21,210 --> 00:24:24,780
been starting to do things
to make that better.

466
00:24:24,800 --> 00:24:27,380
Whatever is in your power to make
better, you're already doing that.

467
00:24:27,400 --> 00:24:28,780
So that when you're having these regular

468
00:24:28,800 --> 00:24:32,330
meetings, you say, Well, we've tried to do
this, and here's what we've implemented.

469
00:24:32,360 --> 00:24:33,540
And here's how this has helped.

470
00:24:33,570 --> 00:24:35,090
And here's how this hasn't.

471
00:24:35,120 --> 00:24:37,290
And it's a constant iterative process.

472
00:24:37,320 --> 00:24:40,860
But unfortunately,

473
00:24:40,890 --> 00:24:44,330
you do have those clients where
unfortunately, the relationship is

474
00:24:44,360 --> 00:24:48,420
for whatever reason, on
whatever side is not ideal.

475
00:24:48,450 --> 00:24:53,940
We would always
schedule a follow up calls.

476
00:24:53,970 --> 00:24:56,000
I would always say we can take this

477
00:24:56,030 --> 00:24:59,620
offline and you and I can have a
conversation separate from the delivery

478
00:24:59,650 --> 00:25:04,380
teams and really get to get to the bottom
of it and get that feedback through.

479
00:25:04,410 --> 00:25:09,090
And again, a huge part of what we do
is retrospective meetings as well.

480
00:25:09,120 --> 00:25:12,560
So we're always talking about how great
projects are and we go through

481
00:25:12,560 --> 00:25:15,180
retrospectives and we talk about,
yes, we need to do this again.

482
00:25:15,200 --> 00:25:16,330
And yes, this is great.

483
00:25:16,360 --> 00:25:18,020
Let's replicate it.

484
00:25:18,050 --> 00:25:20,980
But you really have to focus
on the negatives as well.

485
00:25:21,000 --> 00:25:22,860
You have to focus on what is not going so

486
00:25:22,880 --> 00:25:26,740
well, whether that's when a client, if
when a client leaves or even if it's just

487
00:25:26,770 --> 00:25:31,620
the end of a project, there's always going
to be things that you could do better.

488
00:25:31,650 --> 00:25:34,000
But I think the main point of

489
00:25:34,030 --> 00:25:39,180
communication and what we really strive to
do is for nothing to ever be a surprise.

490
00:25:39,210 --> 00:25:41,620
We speak to our clients so regularly and

491
00:25:41,640 --> 00:25:43,780
we're in touch regularly
in reporting all the time.

492
00:25:43,810 --> 00:25:49,940
We report monthly that if a problem comes
up, we would have faced it head on, and

493
00:25:49,960 --> 00:25:53,260
it's not seen as something that will
absolutely kill the relationship.

494
00:25:53,290 --> 00:25:59,980
And as I say, we try our best at all times
and we learn and we keep going right.

495
00:26:00,010 --> 00:26:03,660
Okay.
Let's put the script into the other side.

496
00:26:03,690 --> 00:26:07,200
Your most chuffed, your ten,

497
00:26:07,280 --> 00:26:13,000
your best promoters
are there standard act you mentioned we

498
00:26:13,030 --> 00:26:17,050
care about testimonials and refer,
like getting referrals back in.

499
00:26:17,080 --> 00:26:19,330
That's one of the items
we're running EOS as well.

500
00:26:19,360 --> 00:26:23,760
One of the things that we look out on a
weekly basis outside of NPS is on the

501
00:26:23,790 --> 00:26:27,640
scorecard as well, and
NPS by service line.

502
00:26:28,640 --> 00:26:33,440
But we care about how many of those people
who say they love us are actually doing

503
00:26:33,470 --> 00:26:39,420
what promoters do and promoting us as
well, because it's a huge growth lover.

504
00:26:39,450 --> 00:26:42,420
Are there go to things when someone says

505
00:26:42,450 --> 00:26:49,240
they were attend like, are you going right
into will you leave us a clutch review or

506
00:26:50,080 --> 00:26:54,220
do you have anybody in mind you can make a
recommendation to are there go to things

507
00:26:54,250 --> 00:26:59,050
that you have or is it case by case?
What's the playbook on that side?

508
00:26:59,080 --> 00:27:01,050
I think it's probably case by case and

509
00:27:01,080 --> 00:27:04,460
would largely depend on whether they're
a retainer or a project client with us.

510
00:27:04,480 --> 00:27:06,180
But I think the go to for us would always

511
00:27:06,210 --> 00:27:11,000
be to at least gather a testimonial,
which we would pop on our website.

512
00:27:11,120 --> 00:27:12,380
We're hot on social media.

513
00:27:12,410 --> 00:27:16,260
Linkedin is a big platform that we use
for our clients and for ourselves.

514
00:27:16,290 --> 00:27:20,330
So any testimonials, any client videos

515
00:27:20,360 --> 00:27:23,090
that we do, we'll be
then sharing on social.

516
00:27:23,120 --> 00:27:26,540
They become part of our
marketing Journeys.

517
00:27:26,560 --> 00:27:28,540
And again, we do written case studies on

518
00:27:28,570 --> 00:27:31,050
our websites as well,
where we kind of show.

519
00:27:31,080 --> 00:27:32,680
For example, if it was a rebrand, we'd

520
00:27:32,680 --> 00:27:34,760
show what the client looked like
before and what they look like.

521
00:27:34,790 --> 00:27:36,660
Now we'd then include a testimonial.

522
00:27:36,680 --> 00:27:39,420
If we were lucky to have got a video with
them, we would include that as well.

523
00:27:39,450 --> 00:27:43,180
And I think
our website and our LinkedIn channel is

524
00:27:43,210 --> 00:27:46,860
kind of our biggest push
for that sort of thing.

525
00:27:46,880 --> 00:27:48,040
One of the things I'm going to give a

526
00:27:48,070 --> 00:27:53,320
shout out here to Jeremy Wise, who runs
Rise 25 along with John Corporate.

527
00:27:53,360 --> 00:27:57,220
They run the podcast right now for us.

528
00:27:57,250 --> 00:28:01,460
But one of the things that they do
really well is around social proof.

529
00:28:01,490 --> 00:28:03,240
So Jeremy and I were on a Zoom.

530
00:28:03,270 --> 00:28:05,180
This is like a couple of months ago,

531
00:28:05,210 --> 00:28:08,660
and I was just telling him
it's been a great experience.

532
00:28:08,690 --> 00:28:11,780
And right away he was like, in that

533
00:28:11,800 --> 00:28:13,570
moment, he was like, hey,
we're on Zoom already.

534
00:28:13,600 --> 00:28:14,940
Let's just record it really quickly.

535
00:28:14,970 --> 00:28:17,620
And so it made it super easy.

536
00:28:17,650 --> 00:28:23,000
No extra friction for me to go record a
92nd or two minute long testimonial sniper

537
00:28:23,030 --> 00:28:26,570
here's been my experience
working with them.

538
00:28:26,600 --> 00:28:30,140
And so that opportunity, like, in that
moment, the cool thing about you asking

539
00:28:30,160 --> 00:28:33,380
folks live is you get the opportunity
right then to say, hey, let's schedule

540
00:28:33,400 --> 00:28:35,740
either schedule follow up
right then, or you can get it.

541
00:28:35,770 --> 00:28:38,960
Capture it in that moment.
That makes a ton of sense.

542
00:28:38,960 --> 00:28:40,240
Are you normally lining up?

543
00:28:40,240 --> 00:28:43,290
I assume, especially if you're doing a
longer case study, you're probably lining

544
00:28:43,320 --> 00:28:46,810
up a follow up call off of
that versus recording live.

545
00:28:46,840 --> 00:28:48,600
Yes.

546
00:28:49,040 --> 00:28:50,600
Our case studies take a little bit of time

547
00:28:50,630 --> 00:28:53,660
to put together because we
write the content around it.

548
00:28:53,690 --> 00:28:56,700
We go back and we pull all the stats and

549
00:28:56,730 --> 00:29:00,980
we do some sort of, like, number crunching
just to kind of really Hone in on where we

550
00:29:01,010 --> 00:29:04,020
were benchmarking and
then where we are now.

551
00:29:04,050 --> 00:29:08,980
But, yeah,
when things are going great, we grab a

552
00:29:09,010 --> 00:29:13,050
testimonial, even if it's literally just
typing away what that person has said.

553
00:29:13,080 --> 00:29:16,500
And then we can make it a testimonial
later, and then they can just approve it.

554
00:29:16,530 --> 00:29:18,760
We put it anywhere.

555
00:29:19,280 --> 00:29:21,760
If it's a case that we want to do, we want

556
00:29:21,790 --> 00:29:27,000
to put them as part of our new customer
testimonial video project that we have.

557
00:29:27,080 --> 00:29:28,620
We tend to put those in, and we actually

558
00:29:28,650 --> 00:29:33,480
tend to do more videoing
with them during those sessions.

559
00:29:33,510 --> 00:29:35,660
So we might capture

560
00:29:35,690 --> 00:29:39,810
campaign footage at the same time
as capturing our own testimony.

561
00:29:39,840 --> 00:29:41,380
So it doesn't feel like they are.

562
00:29:41,400 --> 00:29:43,260
They're just working hard to promote us.

563
00:29:43,290 --> 00:29:45,680
We will then we return the favor when we

564
00:29:45,710 --> 00:29:49,290
do some campaign work, or we have
another meeting when we're there.

565
00:29:49,320 --> 00:29:53,020
And it's just kind of part
of building a relationship.

566
00:29:53,050 --> 00:29:54,720
Really.

567
00:29:54,800 --> 00:29:57,810
It feels like a natural
relationship builder, for sure.

568
00:29:57,840 --> 00:29:59,290
That's awesome.

569
00:29:59,320 --> 00:30:00,700
Well, Amber, this has been really fun.

570
00:30:00,730 --> 00:30:05,020
You've given folks a lot to think
about and a lot of helpful feedback.

571
00:30:05,050 --> 00:30:07,700
Just first hand experience
kind of running NPS.

572
00:30:07,730 --> 00:30:10,940
So let's point people
to a couple of places.

573
00:30:10,970 --> 00:30:12,090
One is obviously.

574
00:30:12,120 --> 00:30:17,290
Finally, agency, which we will include
in the show notes, is the agency site?

575
00:30:17,320 --> 00:30:21,800
Is there anywhere else that you'd want to
direct people is the best place to go

576
00:30:21,800 --> 00:30:25,260
connect on LinkedIn, or is there a better
way to reach out and connect with you?

577
00:30:25,290 --> 00:30:27,860
Absolutely no.
Connect with me on LinkedIn.

578
00:30:27,890 --> 00:30:31,840
Connect with the rest of
the final team on LinkedIn.

579
00:30:31,960 --> 00:30:34,020
We have our own.

580
00:30:34,050 --> 00:30:36,260
If you've heard of it, seen or heard of us

581
00:30:36,290 --> 00:30:41,660
promoting the engine room, which is
kind of a webinarpodcast that we do.

582
00:30:41,680 --> 00:30:44,260
That's another great.
You can follow that hashtag on LinkedIn.

583
00:30:44,280 --> 00:30:47,120
Hashtag.
Finallyengine, where we give out all sorts

584
00:30:47,150 --> 00:30:51,000
of different
help and advice from social media all the

585
00:30:51,030 --> 00:30:54,180
way through to web and digital
and SEO and that sort of thing.

586
00:30:54,210 --> 00:30:57,620
The resource section on
our website is fantastic.

587
00:30:57,640 --> 00:30:59,600
We're writing blogs all the time, and it's

588
00:30:59,600 --> 00:31:02,420
the people in our agency actually
writing the blogs on their discipline.

589
00:31:02,450 --> 00:31:05,810
So we're regularly posting all
sorts of new things up there.

590
00:31:05,840 --> 00:31:07,460
So, yeah, absolutely.

591
00:31:07,490 --> 00:31:10,330
Find us on LinkedIn and you won't miss us.

592
00:31:10,360 --> 00:31:13,090
We talk on there an awful lot.
That's awesome.

593
00:31:13,120 --> 00:31:14,810
Cool.
We'll make sure we link up to the engine

594
00:31:14,840 --> 00:31:17,800
room and all of the resources
that you mentioned here.

595
00:31:17,800 --> 00:31:18,760
But, Amber, I appreciate it.

596
00:31:18,760 --> 00:31:20,740
Thanks for making time and
coming on with me today.

597
00:31:20,760 --> 00:31:24,420
No worries.
Thank you very much for having me.

598
00:31:24,440 --> 00:31:25,760
All right.
Just enter the recording.

599
00:31:25,790 --> 00:31:28,320
Amber, you crushed it.
Thank you.