Found – a sector that lags behind Healthcare in CX

For more than 15 years, I’ve worked for companies that provide outsourced contact center services to health insurance plans. It is no secret that the healthcare sector is behind other sectors, especially in providing digital customer experience. Amazon has set a high bar, so every consumer expects an Amazon-like experience. Even though I am fresh from an inexcusably bad customer experience from a health insurance plan (see my post on Master Class in DSAT), I believe I’ve stumbled across one sub-sector that is worse.

In my most recent posts, I’ve shared that I had a heart valve replaced (open heart surgery) eight weeks ago. One of the recommendations the surgeon’s team made was ‘subscribe to a meal delivery service’ to reduce the manual labor going into mealtimes. It is amazing how many such services there are. Nearly every Facebook ad I am served up is a meal delivery service. They all have the same stock requests involving weight loss goals, managing conditions such as diabetes or gluten intolerance, or just making meal prep easier. Surprisingly, none of them have any heart-healthy choices. Somehow this corner of the population is not addressed at all. The marketer in me sees this as an opportunity, but these companies don’t even consider heart healthiness an option. All of them are tone deaf in their incessant email communication about weight loss goals. When you have open heart surgery, you lose about 15% of your body weight, so your weight is a different concern.

Although I will not identify any companies by name, I sampled from two meal delivery services. The first one (company A) delivered the meals for the week in a special package, which they asked me to leave on my doorstep after unpacking the meals. Nowhere in their communication did they say they only pick up their package on alternate Thursday afternoons. My HOA noticed and threatened punishment if I didn’t remove the package from my doorstep. Okay, so maybe execution is not company A’s forte. How was the food? It was somewhere between vintage TV Dinners and military surplus MRE. And not cheap. Company B did somewhat better on execution but did not allow any substitutions. None of their meals were anything I would have chosen, not to mention what I would have considered heart-healthy. It is all cheese-intensive slop. Although I immediately canceled all subsequent orders, they claimed my cancellation was late and sent me an identical order. Same slop, different day. Fortunately, I was able to give the food away but still had to pay for it.

Two miserable customer experiences. They didn’t have to be. What could they have done better?

  • Be clearer about your policies, especially regarding product returns.
  • Make it easy for people to buy from you. These meal delivery services all make you sign up with a credit card before choosing the first meal. This is backwards, not to mention a potentially sinister practice that ensures a horrible customer experience.
  • Own up to deficiencies in your product line. If you don’t have heart-healthy products, admit it. Don’t be so quick to book the order if you clearly cannot provide for the customer.
  • Ease up on the volume of emails. You’re on track to receive what I call The Groupon Award for Unreasonable Email Excess. Groupon was the king back in their day. I would receive 15 to 20 different emails per day from the online consumer marketplace. Same thing with food delivery services. I consider 15 emails a day from anyone to be excessive.
  • Answer questions from potential customers. All of these services have a “chat” or “contact us” feature on their websites. I’ve written to about 30 such companies to ask if they have heart-healthy meals. Guess how many responded. Yep, zero responses in the past 5 weeks. Batting .000. Not even the Mendoza Line is a reachable goal. Are you too busy to learn from potential customers? Did you not train the chatbot to understand the request?
  • Unsubscribe means just that. Take me off your list. Now.

Not that it is any consolation, but I believe I have found an industry that outdoes healthcare in providing a poor digital CX. And these are all newish companies, so there is no excuse for such poor operation.

Wait, what? Did they really say that?

You’ve probably heard these phrases somewhere in your journey. Maybe during interviews or discovery calls. There may be a kernel of truth somewhere, but they are really confessing some serious flaws in their business. This blog post describes how to decode those flaws and use them to your advantage.

If we close more deals, we will get more money for marketing.

Their truth: In my 30+ years as a marketing professional, I have seen no link between closed deals and increased marketing spend. This even applies to deals that were brought in by marketing. Somehow, the person I met at a trade show, who had never heard of our company, turns out to be an old friend of the salesperson. Spurious at best, but once that deal finally closes it will not lead to marketing getting any more money.

Honest answer: Use your CRM as the single source of truth. Make sure the deal has a marketing attribution. Maybe the first encounter was at a trade show or webinar. Perhaps the lead has been nurtured via campaigns. Look for some tie to a marketing program.

We prefer to promote from within.

Their truth: Although it may be true for disciplines such as engineering or clinical, promotions from within just don’t happen in marketing. In his recent CMO Ladder newsletter, Michael Wright notes that 21 new CMOs were announced globally last month: 9 women + 12 men, and NOT A SINGLE internal promotion. All external hires. Evidently, when it comes to succession planning, many companies are still outsourcing ambition. My experience is they see you for who you were when you joined. Whether it was the person who installed and maintains Salesforce, or the person who speaks to the press on behalf of your company, or the person who writes the LinkedIn posts, you are frozen in eternity in that role.

Honest answer: They probably do not promote marketers from within. Sadly, the organization views marketing as a clerical or administrative function rather than a key leadership role.

You own the marketing budget.

Their truth: Most organizations have levels of spending approval. But I’ve also been in companies where even a vice president had to seek approval for every transaction. Here is my example. A tradeshow booth was slightly damaged in shipping to the venue. I could repair it easily, but alas, the tube of super glue in my repair kit was dry. I ran across the street to Walgreens to buy a new tube. I fixed the booth, and the show went brilliantly. However, my expense report was rejected. Why? That $3 tube of super glue came out of nowhere and freaked out the finance people.

Honest answer: Be prepared to justify everything. Yes, everything.

We have no real competition.

Their truth: This is either coming from a stadium-sized ego, or someone who has a totally narrow view of a competitive landscape. Even if there are no direct competitors, you are still competing against alternative solutions, substitutes, and the customer’s budget. A prospect that chooses to perform a task in-house rather than outsourcing is a form of competition.

Honest answer: Go back to the problem your solution is meant to solve. Always ask who else is trying to solve the customer’s problem, not just those doing it in the exact same way you are. Successful companies got there because they provided a better experience than the existing competitors, not because they had no competition. 

You are our first marketing hire.

Their truth: This one should be a red flag during the interview process. Unless the company was literally founded last week, there is little chance that you will be their first marketing hire. Maybe not even their first full-time marketing person. I’ve heard this one a few times, only to find that there were lots of people who burned bridges with customers or salespeople, who may have had one of the skillsets of a marketer (graphic design, anyone?) but not the right combination of skills or considered the marketing role to be a sideline. The CRM is probably loaded with them.

Honest answer: Make the marketing role your own. Maybe you are the only person who has ever interacted with an industry analyst firm, or run trade shows, or developed a coherent product launch plan. Bring your own magic to the role.

A lesson from Tyreek Hill

I happened to watch the NFL night game in which Miami’s great wideout Tyreek Hill got hurt. The network seemed to replay his injury repeatedly for a few painful minutes. The game stopped.

The following day, the Dolphins confirmed that Hill is out for the season with left knee dislocation and torn ligaments, including the Anterior Cruciate Ligament. Ouch. ACL tears come with estimates of roughly a one-year absence, but multiple ligaments being torn could result in a longer timetable.

Sadly, season-ending sports injuries are very common. One source said that in 2019, there were 158 players who suffered season-ending injuries out of roughly 2,000 players under contract to NFL teams. Football Hall of Fame quarterback Joe Theismann, whose own career was cut short by an in-game injury, said of the experience “Football is played by very large, fast men running at each other at top speed.” That doesn’t take away the pain, it just helps to characterize it.

Back to Tyreek Hill. Something struck me about watching Hill in the moments following his injury. When they put him onto the golf cart to take him off the field, he understandably must have been in extreme pain. But did you see the look on his face? He was smiling and waving to the fans in the stands. Let that sink in for a moment. A body part is twisted in the wrong direction, and he is smiling at the fans. We’re talking ear to ear grin. With a wave to match.

There are some lessons to learn here.

  • Professional sports are played for the fans. He gets it.
  • It is OK to put on a brave face. Smile in the midst of pain.
  • It is also OK to cry once in a while.

Full disclosure – I watched that game from my hospital room, just a few days removed from open heart surgery. I was in pain but not smiling. My respect for Tyreek Hill grew geometrically.

How about a Master Class in DSAT?

The term Master Class comes from music. It’s a class taught by someone who has an expert knowledge or skill in a particular area. There was a show on the PBS affiliate in New York when I was a kid, called Maria Callas Master Class. The legendary opera singer provided counsel to up-and-coming singers, musicians, and students at (I think) Lincoln Center. Her students had the benefit of learning from a master.

My master class in DSAT was taught by my now-former health insurance plan. I purchased membership in one of their plans via the Affordable Care Act website. The ACA team was certainly helpful and pleasant. The master class in DSAT is not about them.

My suspicion is my new plan stack-ranked their agent queues. Because it was an ACA (lower-cost) plan, my calls to their toll-free number were routed to people who knew less about the plan than I did. Ouch. Every sentence started with “may I know…” which told me right away that their agents were hardly local. I developed a theory that lower-priced plans such as my ACA plan were sent to a lower-skilled agent queue. Although I’ve worked for companies that provide outsourced contact center services to health insurance plans for years, nobody has confirmed nor denied my theory.

The story gets progressively worse. My primary care physician recommended I have a common diagnostic procedure. People should have one every ten years or so. This one would be my first being insured by the new plan. My doctor recommended the specialist who performed his procedure, and I was thrilled to find them in my plan’s provider directory. A few days before the appointment, the specialist’s office called me to say they don’t accept the ACA plan from my insurer, and that the procedure would be out of network. I’d have to pay full price, as if I did not have insurance. When I called my plan, the agent was obviously confused. They asked me several times for my member ID and email address, neither of which had changed during the 30-minute call. But the provider was clearly in their directory! I looked up all the other specialists in their directory and called each office to confirm that they accepted the insurance. Out of 20+ specialists in the directory, only 2 accepted the ACA plan from my insurer. Of course, the insurer’s customer service agents were less than helpful when I emailed them with my findings.

The master class in DSAT went from worse to worse. Thanks to my power use of ZoomInfo, I was able to find email addresses for several C Suite denizens at my insurer. Their response was to ask a very junior person to help me find a specialist. I found one on my own despite their offer to help.

When I learned I needed to have life-saving surgery to correct an unrelated condition, the best surgeon for this happened to be out of my plan’s network. I was originally quoted a co-pay of $18,000 but there was no response from my plan. The surgery was scheduled. Three days before the surgery, the hospital called to say my plan refused to pay anything and I would be obligated to pay $155,000 on the day of the surgery. Do you know anyone with that kind of money just sitting around waiting to be spent? None of the C Suiters responded. I wrote again. And again. I was forced to postpone the surgery, putting my own health at risk. All because my insurance plan refused to help or even bothered to respond. Eventually their response was sending me a stack of paper – postage due, I might add – detailing their appeal process.

Fortunately, my relationship with that insurance company ended before they could inflict further damage. I qualified for a new plan, the surgery went well, and I am on the way to recovery.

Lessons learned from this master class:

Some companies simply do not care about customer experience. They don’t get it. It just isn’t within their culture.

It is not a website or a customer portal, it is not about offering round-the-clock phone support. It’s not about chat or AI. It is all bout treating your customers with respect, dignity, and providing the best possible experience. Never in my life has my every interaction been met with zero empathy, a complete lack of understanding by their (in-house or outsourced) employees, and an overall disregard for whether a paying customer lives or dies due to the choices made by their firm.

Choose your suppliers and vendors wisely. Your life may depend on it.

It only takes a few seconds…

Interview with a chatbot

Many years ago, the content marketing team at HGS wrote a wonderful blog post about having a beer with a chatbot. The chatbot was a surprisingly engaging, witty, and articulate fellow. There was even a sequel piece a few months later. This was back in 2018, so the sheer power of AI as we know it today was barely hinted at in those days. AI chatbots have come a long way, or have they?

Nearly every department of a company can find a use case for deploying AI. Not content to merely use AI chatbots to screen resumes in the hunt for precious keywords (opting out of AI in favor of human eyes on your application was, alas, a brief trend), talent acquisition teams have begun deploying chatbots as job interviewers. Faceless voices and avatars backed by AI are increasingly being used in interviews. These autonomous interviewers are part of a wave of artificial intelligence known as “agentic AI,” in which AI agents are directed to act on their own to generate real-time conversations and build on responses.

The trend began, well intended enough, driven by tech start-ups that developed robot interviewers to help employers talk to more candidates and reduce the load on human recruiters.

But it doesn’t exactly work that way, at least not in my experience. Over the past few months, I’ve had two interviews with a chatbot – both experiences were negative. The AI interviewers are apparently trained to hear for certain responses, and when mine were different, the calls ended abruptly. I then received a generic rejection email; one was signed by the chatbot. Ouch.

Maybe I just haven’t met the right bot. The chatbots that interviewed me – these were from different companies, although both were for marketing leadership roles – frequently glitched and asked several questions in a row. I was given no time to answer.  The chatbots may not have been trained in open-ended questioning. Forget the opportunity to ask questions or seek clarification. The AI chatbot would just respond with variations on “oh that is a good question. We will have to get back to you on that.” These were transmit-only interviews that went nowhere.

My take? Deploying AI chatbots in the interview process is not ready for prime time. A company that doesn’t value your time enough to provide some human interaction doesn’t really want you there.  

Media training for stadium-sized egos

I coined the phrase (at least I think I did, it may have appeared to me in a dream) stadium-sized ego to denote those C Suite executives who believe the whole world revolves around them and that the whole marketing purpose is to feed their ego. And their ego is much bigger than their physical form. So how do you train these people to be engaging and credible in front of journalists or analysts? It isn’t easy but it can be fun to put them in their place.

Few corporate executives have achieved their level of success by being a milquetoast. It takes a strong personality to found a company or rise to occupy a C level suite, and strong personalities often are encased within stadium-sized egos. This blog post describes how to coach such executives to treat journalists and analysts with respect, show that the entire world does not revolve around their product’s newest feature, and that the interview or briefing isn’t all about them.

First: It isn’t all about you

One needs to continually remind the egotistical C Suite denizen that there are X number of employees at the company. Unless they are a single shingle, then the old adage of “there is no I in Team” certainly applies. It took a village to bring that service or product to market. Spread a little love toward those who put in 100-hour weeks, endured rounds of scope and feature creep, and smiled through countless revisions of the messaging.

Second: The reporter or analyst isn’t as impressed with you as you are

What do you know about the reporter or analyst’s background? Have they worked with a lot of famous people? Maybe they once worked in the White House? Did they serve in the military and take enemy fire? Learn as much as you can of what they’ve done so you can put the stadium-sized ego into perspective. The next step is establishing some common ground, not a race to one-up them. So your C Suiter has been in the same room with Marc Benioff (okay, it was the Moscone Center and it was Dreamforce, so there were thousands of other people in the crowd). That’s nice. Oh, you’ve shaken hands with Larry Ellison? Move over Rover, so have millions of others. They spoke on the main stage at HLTH? They’re certainly not the only one. The point is to make connections. Maybe both the C Suiter and the reporter/analyst have served in the military, so put that commonality to good use.

Third: Treat the reporter with respect

Journalists tend to be very hard-working people, who are under significant pressures of fair and accurate reporting while adhering to deadlines. The pay scale of journalists (with the exception of a handful of broadcasters) is somewhere below that of a corporate executive. Word to the wise: treat the reporter with respect. They earned their place by working hard, learning their craft and subject matter, and establishing their credibility. Just because they drove to the office in a 2012 Mazda3 instead of the latest Mercedes AMG does not give the executive any reason not to treat them as a peer. 

The purpose of media training is to help your people to gain the confidence to communicate with the media and take control of interviews. I’ve offered semi-annual refresher courses for my executives for a few reasons – because people can forget something they haven’t heard in a while, there may be some new executives to onboard, and there might have been a mishandling of information or a misstep in communicating. But the key is morphing that huge ego into something engaging and inviting to the audience. The benefits of sublimating that stadium-sized ego are enormous.

Now I’m a Farmer or a Hunter? The funnel or the bowtie or the flywheel…

What is a sales pipeline? Simply put, it is a series of transactions and opportunities that a salesperson will hopefully work toward closing a deal. Even the best salespeople need to have a lot of opportunities in the pipeline because not every deal will close. Stuff happens. A healthy pipeline gives you the structure and guidance to build strong relationships, reinforce your credibility, and work your pipeline to secure consistent deal wins. The pipeline provides visibility into every sale and into the overall sales process. It can reveal obstacles that are slowing the sales process or getting in the way of completing specific sales.

Traditionally, the sales pipeline has been depicted as a funnel. Wide at the top and narrow at the bottom. A lot of activity goes in at the top (awareness of the need and the seller, examination of what else is out there in the marketplace, and prospects are consuming content) and eventually the number of deals winnows to a few.

Although the funnel has been with us for decades, its major drawback is it is transactional. One-dimensional. It works its way to the sale. What happens next? Enter the Flywheel and the Bow tie.

The marketing Funnel focuses on converting leads into customers (hunting), while the marketing Flywheel emphasizes building lasting customer relationships and turning them into promoters through continuous engagement and delight (farming). The Bow tie model extends beyond the purchase, focusing on post-sale retention (combines the best of hunting and farming).

Which one is better? The Flywheel is useful in go-to-market motions because it focuses on customer experience. The best marketing engages customers and prospects to care, share, and buy. You become a trusted advisor to your customers due to your relationships. They’re no longer targets to be pursued. If you treat your customers right, they are likely to stay with you.

Although I like the Flywheel (a huge improvement on the funnel), I prefer the Bow tie model. I’ve also seen it referred to as the double funnel. The Bow tie includes all the stages of the traditional funnel, but it continues after the purchase to include efforts toward retention and broadening engagement. So you’re working hard to close the deal, broaden the relationship, and continually surprise and delight.

Some day in an AI-dominated future, these models will become obsolete. Hyper personalization will rule the day. Even complex B2B deals will involve considerably more self-optimization and real-time decision-making.  The sales process will become increasingly dynamic.

And I’m digging, digging, digging.

Fifteen years

Perhaps it is because I watched the 50th anniversary of Saturday Night Live specials this weekend (the music special had some amazing performances), or perhaps it is the upcoming turn of a certain age, but now seems like a good time to take stock and remark on an anniversary of my own. I started writing this blog fifteen years ago. My intentions were many: to experiment with then-nascent blogging technology, to keep the journalistic muscles exercised, to write about customer experience and marketing related topics, to feed the content beast, and of course to sprinkle in a bit of music.

For the most part, I’ve stayed true to the original intentions. Blog posts have covered how to relate to an audience, creating content that your readers will care about, making the most of what’s outside your control, lessons learned from the likes of David Bowie and the Grateful Dead (not to mention the Sex Pistols and Duran Duran), challenging yourself and going beyond your stretch goals, and more. I’ve taken issue with the sorry state of applicant tracking systems, and provided a sneak peek into two upcoming books.

The biggest challenge in writing a blog is having something to say. I am both my best editor and worst critic – usually at the same time. Will it resonate with anyone else? Do I come off as harsh? When is the right time to write this? Is my knowledge of the topic enough to write about it?

Fifteen years in, and I feel like I am just getting started. Thanks for reading.

Sneak Peek!

As I mentioned in a previous blog post, I am working on two book projects. It is likely I will self-publish the books, and as soon as next year. The “things I’ve heard in job interviews” is further along than the “stuff I’ve seen in concerts” concept, so that one will get published first. Here is a sneak peak of three stories that will be in the book.

When the candidate’s phone rings…

Instead of saving the best for last, I will start with one of the strangest things I’ve ever encountered. We were hiring a content writer for the team, this writer would be one of my peers, and I was one of the interviewers. It was a few days before Thanksgiving. How did I recall that factoid? Because the candidate’s phone rang during the interview. She glanced at her phone and took the call, diving into a lengthy discussion about logistics and menu-planning for Thanksgiving dinner. Her call went on for about 10 minutes. Remember, she’s the candidate and is taking a call during an interview in my office! Boundaries? None. A few minutes later she ended the call but did not apologize. You can bet who didn’t get the job…

I’m a candidate just like you!

This was something my dad would have described as a Rod Serling Moment. Rod Serling was the genius creator of The Twilight Zone TV series. He also created Night Gallery, which played on similar themes. Serling was a brilliant author with a deadpan delivery. This story would have fit in well with the Rod Serling canon. Back in 2010, I applied for a director of marketing communications position at a trade association that was based here in North Texas. I matched the requirements well and was one of the first to apply. Three months went by, and I never got an interview. Adding insult to insult, the association re-posted the position on their website and on job boards. The position had one change – they used my email address and cell phone as the contact information! Did they hire me and not let me know? Soon I was getting calls and emails from other candidates to ask about the status of their applications. Unfortunately, I had no answers. My calls, emails, and personal visits to the association (their office was a mailbox in a UPS Store) all went unanswered. Can you hear the Twilight Zone theme playing in your head?

Shall we speak Klingon?

Technical people such as programmers are a breed unto themselves. They can be very big into science fiction. I am too, but within limits. Imagine my surprise when a candidate for a website programmer role asked me if we could conduct the interview in Klingon! Since my knowledge of Klingon is nonexistent and nobody else at the company is at all conversant, I quickly answered, “English would be fine.” While the candidate may have gained bonus points for totally out of the box creativity, it quickly evaporated when he admitted he had never visited our website. He had no idea what we did nor had any notion of what he would be programming. Priorities? None. Asking to speak in a made-up foreign language while ignoring the basic reading material for the role is a great way to get yourself withdrawn from consideration.

There are plenty more of these stories. I’ve been offered a cigarette, given an incorrect location, called out for dressing too flashy, and more. But I’ve given too, such as offering to take the drug test there on the spot, or helping put up holiday decorations in the lobby because I was early, and explaining why a company’s recent marketing campaign would tank (and I was right!!).

So who did wear that tattered jacket?

Much of my love for literature and poetry comes from my paternal grandmother, who lived with us for about 15 years. She had a degenerative eye disease named Retinitis Pigmentosa. By age 40 she was completely blind. Despite losing her sight at a young age, she had a phenomenal memory for books, songs, and poems. She could recite entire lines and verses to suit almost any situation. It would take me many years to sort through whether they were classic poetry or dirty limericks. Sometimes both. One such poem she was fond of reciting was “when a hundred years have come and gone, and a hundred more to back it, who will be around to say t ’was I that wore the tattered jacket?”. Who wrote that line? Good question. My grandmother thought it was Robert Burns or possibly Nicholas Brady. ChatGPT claims it comes from “The Tattered Jacket” by Robert Service, although I’ve searched his archive and can’t find it. There is an Anglican hymn with a similar theme but none of the same lyrics. Regardless of who wrote it, the poem certainly is powerful.

What does the line mean? There are a few theories. One theory is the details of some events get lost in the passage of time. Who was the first woman inducted into the Rock and Roll Hall of Fame? That was a long time ago but an easy answer – Aretha Franklin! Ah, but who was the second? For this music trivia nerd, the answer is almost as easy – there were three (Florence Ballard, Diana Ross, and Mary Wilson of the Supremes). Although the first to accomplish a feat is almost always remembered, there are dozens of others who have also done it. So the tattered jacket could have been worn by anyone.

A second theory looks at the grand scheme of things. Does it really matter who did what and to whom? Maybe to a writer of murder mysteries. The butler doesn’t always do it.

The third theory involves attribution. Successful marketers can track (almost) every penny spent to a specific activity that either generates pipeline or publicity. That website retargeting campaign that brought in a $5 million per year client, or that random conversation at a trade show that sparked a discussion that a year later was a closed deal, or that blog post that an influencer listened to and called you to learn more. We all have a few of those in our portfolio. You can point to a particular element in the mix as the one igniting moment. Even with a sales cycle that can take years (and multi-million, multi-year deals often take a year or more to close), you can track an activity to it.

Yes, even after 100 years, you can still point to that campaign as the one that made the day.

My workstream

My job search was conducted across four different workstreams:

  • Applying to posted jobs
  • Reaching out to LinkedIn connections
  • Direct outreach – Researching companies based on industry news
  • Interacting with headhunters

Each has their plusses and minuses as I’ve worked through them to land a job. Applying to posted jobs and interacting with headhunters are basically self-explanatory, so this blog post will lean into what I mean by direct outreach.

Direct outreach begins with news sources that will help you identify companies to target. There are tons of news sources out there. You can set up Google Alerts about specific companies or topics. News feeds such as Feedly are easy to set up and maintain. You can also search for newsletters about industry events. Companies such as Crunchbase, G2, or Owler that post reviews and comparisons of products can be very informative. In my previous post about the quantity of choices in the marketing tech stack, I found a lot of repository-with-calendar companies by feeding prompts into Crunchbase. You can also follow industry analyst firms, which has been my sweet spot. Most of them publish reports about companies in a space or discipline. The inventor of the industry analyst game is Gartner. They publish 80+ reports known as Magic Quadrants. These reports (and numerous others, such as Wave by Forrester, PEAK Matrix by Everest Group, and RadarView by Avasant) mention the capabilities of companies in a specific market, giving you a wide-angle view of the relative positions of the market’s competitors. Since I’ve piloted or co-piloted industry analyst relations programs for decades, I have relationships with those firms. I follow them on LinkedIn and look forward to their posts about new reports. The analysts will sometimes tag the companies that have participated in the reports, or at least those in leadership positions. Viewing the LinkedIn profiles of companies that are tagged is helpful because there are many companies with similar names.

Now that you know who the companies are, you’ll need to find out who to write to at the company. Since I’m looking for a role in marketing, I would start with the Chief Marketing Officer if they have one, or Chief Growth Officer (the senior executive who owns both sales and marketing). You can learn who these people are on LinkedIn or the company’s public website. Remember my blog post about email addresses and phone numbers? Here is where such contact details will come in handy.

Next, write to them! Start out with a bit of congratulations on making Everest Group’s Insurance Intermediaries Services PEAK Matrix® Assessment 2024 or whatever the credential is. Starting with something positive says many things – it shows you’re keeping up with current events, you know some recent news, you’re not making it all about you. and you are acknowledging a job well done. Then explain in a few bullets what you can do for them. Read your email again, and make sure you’ve personalized it. Make sure the addressee’s name and company are spelled correctly. Hit send.

Following up on the send is essential. I have a one-week rule. If they haven’t reached out to me first, I am on the phone to follow up one week after writing to them. A quick reminder that I wrote last week to congratulate them on the credential and let them know how I can help. Simple. It takes about 45 seconds to leave this as a voice mail message. Practice it a few times before picking up the phone.

Direct outreach is an approach that works. I’ve landed jobs lasting years with this method. You can too.

Candidates are customers, too

My inspiration for two upcoming book projects is “I Killed Pink Floyd’s Pig” by Beau Phillips. His book is an often-hilarious collection of short stories from a life spent in the music radio business. While I never drank beer from or with the late Dickie Betts nor discussed hedgehogs with Robert Plant, I enjoyed his story-telling style of brief (usually 1 to 2 pages) anecdotes. One book project is about things I’ve seen at many decades of attending and performing at rock concerts. The other is what I’ve seen or heard in job interviews, both as a hiring manager and candidate. Some of the candidate experience I’ve had don’t apply to either concept, so I’ve included a few in this post.

I was ghosted…and then hounded. In early March, I applied for a VP Marketing role at a healthcare SaaS company. Minutes later I received an autoreply email to confirm that my resume was in their system. That was the last I heard from them. Until yesterday. Yesterday morning – 4 months after I applied for their job – they sent me an email to participate in a survey about my candidate experience. I was at an offsite meeting in the morning, so I planned to complete the survey when I returned home. A few hours later they sent me a text to remind me to complete the survey. Now here’s where it gets a little obnoxious. After the text, they called me to remind me to complete the survey! Not a robocall, a real live call center agent called me. But in all these months I’ve heard nothing from them about the job, despite calling them several times to check on the status of my application. The agent who called me was apparently with their survey partner and knew nothing outside of the script. As a marketing professional who has been in the CX industry for years, I totally applaud the concept of surveying. But my candidate experience was practically nonexistent until yesterday. An email, a text, and a phone call within a few hours, to survey me on what? The company would have done better to follow up with candidates at points during the process. Opportunity squandered.

Do you have to kick me twice? Go ahead, send me a rejection email. Tell me I’m not a fit for this role. But please only tell me once. I’ve seen an increasing number of companies that send two or more rejection messages for the same role. Sending two identical emails is probably a glitch in your applicant tracking system, which is regrettable but it happens. I’ve seen Marketo, HubSpot, and Pardot do it too. But sending two different emails, sometimes a day or two apart, is just plain heartless. Come on employers, do better.

Master class in dissatisfaction. My worst application experience in years was applying to a marketing leadership role at a well-known healthcare company. Their application took more than two hours to complete. Not only did they require excruciating details such as the street addresses and phone numbers of every company I’ve ever worked for, their buggy application made me go back and re-key entire paragraphs. As I noted in a previous blog post, there are a lot of off-the-shelf Applicant Tracking systems out there now. No company should have to build their own. If it is not your core business, then work with an expert.

Bottom line – prospects and customers interact with your brand on multiple platforms. Companies have an opportunity to showcase their brand when inviting people to apply for jobs. Candidates are customers, too. Make the candidate experience so good that they’ll want to tell the world about your brand.

It’s All Too Much

I hate this supermarket, But I have to say it makes me think
A hundred mineral waters, Fun to guess which ones are safe to drink
Two hundred brands of cookies, 87 kinds of chocolate chip
They say that choice is freedom, I’m so free it drives me to the brink?

One reason is the sheer volume of stuff out there. According to Chiefmartec.com’s latest Marketing Technology Landscape Supergraphic published in May, the marketing technology landscape exploded in 2024, with a 27.8% increase in tools from last year (now featuring more than 14,106 products)! Let that sink in for a moment. More than 14,000 products to choose from, and nearly a third of the products out there didn’t exist a year ago.

Your number or your name

Finding a phone number for a business, or an executive at that business, shouldn’t be an Olympic sport. But find phone numbers is getting increasingly difficult and complicated. The once-common practice of companies listing a phone number in the footer of their website is long gone. Even the investor or media contacts at an organization (me included) have removed their phone numbers from news releases. I did it out of self-defense, because I was getting inundated with calls for employment verification, accounts payable, and sales pitches for everything you could possibly imagine. And even several months after leaving my last role, I still get these calls.

B2B companies typically have a team of Sales Development Reps (AKA Business Development Reps), who reach out to prospects by phone or email to set appointments for the company’s salespeople. So how do they find phone numbers or email addresses? Reps located offshore would often unknowingly populate the CRM with toll-free numbers. I would advise them that most area codes in the 800 range are toll-free numbers, which are rarely answered by someone who works for that company. In fact, the people answering those numbers probably work for an outsourced customer care partner (our competitors). Not only would the agent taking the call not know who that decision maker is, they wouldn’t have contact information or the ability to transfer a call to them. Toss out the toll-free number and continue searching.

You can consult a search engine, but the chances are excellent that the phone number will be wrong, disconnected, or not answered by humans. Aren’t there tons of companies that claim to sell contact information? Sure. ZoomInfo, UpLead, Apollo, and others provide email addresses and phone numbers. But these are not especially accurate. The email addresses stand a better chance of being correct because there are only a handful of email address conventions (e.g., first initial then last name, or first name dot last name, followed by the email domain) so if you find one person’s email address at a company you can guess your way to finding your prospect’s email address. Telephone numbers are a totally different story. My experience shows that 10% to 20% of company phone numbers provided by ZoomInfo and their ilk are correct, and maybe 5% of the individual phone numbers will get you to the correct person.

Once you’ve found a number for the company, the next hurdle is reaching the prospect. Call the main number and set the bar low. Gone are the days when a helpful receptionist would answer and route your call. Press 1 for Sales, press 2 for HR (usually a link to an employment verification service that I hope isn’t me), press 3 for Customer Support, and so on. Good luck getting a human. And if they have a dial-by-name directory, run screaming.

Companies such as Ring Central, Mitel, Dialpad, 8×8 and more develop dial-by-name directories. Unfortunately, they are all frustrating to use. With technology that has been around for more than 30 years, why doesn’t it work? Can we use AI to make them useful?

As the eternal optimist, I think we can. Full disclosure – I’ve never purchased, installed, implemented, or maintained a dial-by-name directory in my life. I just try to use the things. This is all just conjecture based on some research I’ve done on the subject. Here goes…

AI can significantly enhance dial-by-name directories by improving their accuracy, efficiency, and user experience. Here are several ways AI can be applied:

  • Speech Recognition: Implement advanced speech recognition algorithms to accurately transcribe spoken names. AI models trained on large datasets can better understand diverse accents and pronunciation variations to improve recognition accuracy.
  • Natural Language Processing (NLP): Utilize NLP algorithms to interpret user queries and match them with the most relevant names in the directory. This includes understanding synonyms, variations in naming conventions, and contextual clues to provide more accurate results.
  • Machine Learning: Train the models to continually improve recognition accuracy by learning from user interactions and feedback. Maybe these directories don’t get enough use for machine learning to learn anything?
  • Contextual Understanding: Develop AI systems capable of understanding the context of a conversation to refine search results. For example, if a user asks for “Kevin from the marketing department,” the system should prioritize names matching both “Kevin” and “marketing” over other results.
  • Integration with Other Systems: Can you integrate the AI-powered dial-by-name directories with other enterprise systems such as HR databases? This would go a long way toward matching the letters on the dial pad with up-to-date contact information.

By leveraging AI technologies, dial-by-name directories should become more accurate, efficient, and a lot less frustrating to use.