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Building Brand Champions with Consumer Education

As consumer relationship management (CRM) technologies have matured, it isn’t surprising that some competing/complementary systems have also gained traction. One among many such responses, CEM, focuses on consumer experience (or engagement depending on what you’re reading). The argument is that CRM is too IT-focused (how do we track, record, classify, rank, and tag the consumer?) whereas the correction of CEM promises to help us better understand and foster that which is foundational to consumer loyalty, a consumer’s actual experience. NPS, or Net Promoter Score—Satmetrix’s trademark metric—aims to become the standard indicator for CEM and several of Allen’s retail clients are either launching NPS programs in their organizations or using data from NPS measurement to reorient learning and development.

This shift matters because it is part of a Changing Brand Landscape with implications that go beyond the normal evolution of industry buzzwords. Let’s run quickly through a highly abbreviated series of related, overlapping shifts. Doing so will highlight the critical role that learning and consumer education can play in engaging consumers and in optimizing the consumer experience.

old-focus-changing-focus

From CRM to CEM:

As noted above, this focus moves the emphasis from an enabling technology (CRM) to what should be the terminal, end objective (CEM). In our retail practice, we see this shift as a critical refocus where the same metrics that drive the business become the primary focus of management and associate training.  One of our clients uses NPS metrics as a feedback and scoring system to underscore the value of the metric, teach the terminology, and align individual efforts with company objectives.

From Product Management to Consumer Management:

In a much-cited article in the Harvard Business Review, Roland T. Rust, Christine Moorman, and Gaurav Bhalla reposition product management as more consumer-centric, consumer management. While the shift in focus may seem overly obvious, the rationale aligns with changes in relationship marketing, loyalty marketing, and (specifically to us here at Allen) in product training.

From Product Training to Consumer Education:

Product training has long been considered tangential to (or a subset of) a larger product marketing strategy. It becomes much more integral when consumer education becomes the focus. One of our clients sells a healthcare product that will become much more widely available through the Affordable Care Act. Product management would dictate topics on use, maintenance, and product features. A consumer-management strategy doesn’t ignore these topics but incorporates them in solutions on lifestyle, childcare, wellness, etc. The training isn’t separate from the social media strategy or the content marketing strategy—it’s central to it.

From Traditional Learning to Learner Experience:

What marketing has traditionally thought of as learning or training has changed dramatically over the last 10 years. With new technologies and approaches for social, mobile, video, etc., the options are more flexible and more easily integrated with other marketing strategies. For example, one of our clients has produced a series of YouTube videos that combine elements of safety training with public service messages, disaster response information, and practical how-to videos for home improvement projects.

From Communication to Change Management:

Often, when we speak of communication and change management, we’re talking about internal corporate initiatives and not consumer management. It isn’t surprising, however, that the change-management curve parallels the NPS model. It suggests how to take brand detractors and passives and make them champions. Below, I’ve taken Allen’s change management model and replaced the language to show some of the similarities between change management and CEM. (Click on each image to enlarge)

 

Change Impetus

Consumer Experience

 

If we can support the consumer experience through the initial experience of delight–to validate the positive experience and to adopt the product or service “lifestyle”–that consumer becomes an advocate and brand champion. If we persist in defining training in the conventional sense, we don’t have many tools for supporting the consumer experience. By reconceptualizing it, the options are varied, flexible, and more easily targeted. Imagine a consumer experience portal that allows you to bring together your consumer education and content marketing strategies. We did just this for a client in the health insurance industry—the resulting portal shares health lifestyle stories around various products and services. It’s much more than a product guide—they are creating a collective narrative about wellness in the community.

Our challenge as leaders in performance is to highlight the relevancy of what we can do and what we can do, specifically, in supporting, delighting, and sustaining consumers, building them up as brand champions and guiding them in their advocacy. What projects are you working on that strengthen the consumer experience?

Reach out to us below and share your stories or talk with one of our learning directors about how to create brand champions for your organization.

representative talent profile

instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

Key Skills: Instructional Writing, Technical Writing, Instructional Design, Content Curation, eLearning Development, Curriculum Development, Course Authoring, Storytelling, Learning Assessment, Editing, Proofreading, AI Prompt Engineering

Media Skills: Use of stock media libraries

Strengths: Problem-Solving, Clear and Concise Writing, Tone and Style, Formatting, Consistency, Creativity, Communication, Active Listening, Research, Brainstorming, Collaboration, Attention to Detail, Adaptability

Career Highlights:

  • Scripted over 100 hours of learning content and supporting materials for different modalities for both US and global audiences  
  • Adapted writing style and reading grade level to suit design specifications and learner needs in several different industries (finance, healthcare, manufacturing, etc.) 
  • Used generative AI to supplement source content and to accelerate the writing process (without plagiarism) 

Technical Skills:

representative talent profile

learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
Number of Completed Projects: 30+

Key Skills: Learner Experience Design (LXD),  Instructional Design, Learning Assessment,  Hybrid Learning, Learning in the Flow of Work, Project-Based Learning Methodologies, Cohort and Social Learning, Learner Experience Platforms

Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

Strengths: Systems Thinking, Stakeholder Communication, Instructional Design Strategy, Learning Theory, Training Effectiveness

Career Highlights:

  • Designed personalized learner experience (LX) journeys for an organization of 30k (with 5 tiered tracks) 
  • Curated existing LXs that could be leveraged in new learning journeys for other roles, with measurement at key milestones to evaluate progress and success 
  • Wrote up the specifications for branching scenarios, question libraries, options for audio/visual media, and more, connecting each learner experience to a personalized journey 

Technical Skills:

representative talent profile

instructional media specialist

Position(s): Lead or supporting graphic designer, lead motion video artist
Years of Instructional Experience: 6+
Number of Completed Projects: 40+

Key Skills: Visual Design, Illustration, UX/UI Design, Storyboarding, Animation, Audio Engineering

Media Skills: Engaging illustrations, 3D models, character design, storyboarding, live-action and motion graphic video creation, audio recording and editing, client branding, and more to enhance media and create engaging touchpoints that resonate with learners 

Strengths: Brainstorming, Collaboration, Visual Communication,  Color Theory, Typography, Layout and Composition

Career Highlights:

  • Completed projects with extreme attention to fonts, colors, spacing, and more that ensured integrity with client branding requirements 
  • Designed and integrated media based on project-specific content that reflected the learner audience, established realistic learning environments, allowed for hands-on practice in virtual environments, and promoted diversity and engaging storytelling
  • Created quick-reference illustrations learners could access on the job to help them make fast, effective decisions   

Technical Skills:

representative talent profile

lms admin

Position(s): Admin or sub-admin for Learning Management System (LMS)
Years of Instructional Experience: 5+
Number of Completed Projects: 15+

Key Skills: LMS Configuration, User Management, Course Management, System Maintenance, Reporting, Data Analysis, System Integrations

Media Skills: Network and tech-stack diagrams to communicate system architecture and integration 

Strengths: Troubleshooting and Analysis, Learning Analytics, User Administration, Technical Proficiency, Documentation, Adaptability

Career Highlights:

  • Managed a curriculum of more than 1,450 course offerings in the LMS for more than 10,000 learners 
  • Uploaded, tested, and ensured the readiness of new and relaunched programs 
  • Created and maintained reporting workflows to meet stakeholder needs 
  • Provided on-demand support to the learning team to answer questions and promptly address concerns 

Technical Skills:

representative talent profile

learning project manager

Position(s): Learning project manager, project lead, or coordinator
Years of Instructional Experience: 5+
Number of Completed Projects: 35+

Key Skills: eLearning Development, Resource Coordination, Project Management (PMP Certified), Agile and Waterfall PM Methodologies, Budgeting and Forecasting, Scheduling, Quality Assurance

Media Skills: Visual reporting of project plans via Gantt charts and other standard formats

Strengths: Problem-Solving, Communication, Active Listening, Collaboration, Decision-Making, Attention to Detail, Adaptability, Time Management, Risk Management, Budget Management, Team Coordination and Delegation

Career Highlights:

  • Managed concurrent award-winning projects without missing deadlines or wasting resources 
  • Completed several projects earlier than the expected timeline and under the anticipated budget 
  • Built strong relationships with returning client partners for multi-phase initiatives or course maintenance projects 

Technical Skills:

representative talent profile

SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

Key Skills: Content Curation, Specialized Content Development, Industry-Specific Expertise, Domain Expertise (e.g., Leadership, Onboarding, Compliance), Content Review

Media Skills: Recommendation and review of technical diagrams or industry-specific images

Strengths: Specialized Content Knowledge, Content-Gathering, Simplifying and Organizing Complex Material, Brainstorming, Collaboration, Documentation of Source Content, Decision-Making, Technical Content Review

Career Highlights:

  • Helped create, gather, and organize over 50 hours of content for projects with specific industry or learning needs and contextual nuances
  • Facilitated the decision-making process and collaboration between internal and external teams to consolidate feedback into actionable next steps 

Technical Skills:

representative talent profile

LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
Years of Instructional Experience: 7+
Number of Completed Projects: 20+

Key Skills: Needs Analysis, Learning Theory, Learner Experience Design, Learning Analytics and Measurement, Performance Mapping, Behavioral and Performance Analysis, Content Curation, Curriculum Analysis, Change Management

Media Skills: Curriculum maps, learner experience journeys, and conceptual program wireframes

Strengths: Big-Picture Thinking, Critical Thinking and Analysis, Problem-Solving, Creativity, Stakeholder Communication, Research, Design, Collaboration, Facilitation

Career Highlights:

  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
  • Prioritized alignment of business and learner needs, such as high-impact accessible design solutions within budgets or agile timelines, for award-winning projects
  • Designed strategies for measuring performance and results over time to inform continued client success 

Technical Skills:

representative talent profile

Instructional Designers

Position(s): Lead or supporting designer
Years of Instructional Experience: 3+
Number of Completed Projects: 15+

Key Skills: Instructional Design, Adult Learning Theories, eLearning Development, Learner Experience Design, Curriculum Development, Course Authoring, Writing, Learning Assessment

Media Skills: Simple graphic design using stock imagery, audio production

Strengths: Adaptability, Problem-Solving, Creativity, Communication, Collaboration, Technical Proficiency, Attention to Detail

Career Highlights:

  • Led the design and development of an onboarding program for new manufacturing employees
  • Scripted technical instructional content for high-tech, product knowledge training
  • Developed hybrid materials for both instructor-led training (ILT) and microlearning tutorials

Technical Skills: