Experience Assessment for Sales Discovery

In the effort to engage prospects, it is critical to understand what problems your product or service solves for that prospect.
Baum CX has a service to help with your discovery by uncovering experience challenges.
We deliver a journey map of the current state select customer experience (that your product/service addresses). The journey map identifies each interaction within the journey, which interactions are “moments that matter” and which interactions work, and which do not. As part of our process, we uncover the ideal or desired future state for each interaction. The result is you and your prospect have valuable information about their experience challenges.
Here's how it works:
Contact Your Prospect
You contact your prospect and ask them if they wish to take advantage of an offer to document their most pressing experience challenges (we recommend you offer this service free of charge).
They Agree to Participate
All they need to do is make key customer/channel facing personnel available for 1 day workshop.
We Talk with You to get Context
Baum CX has a conversation with the Salesperson/AE to review account status, details about the opportunity/use case and some background on the client we will be contacting.

Now We are Ready to Engage

Step 1 - We Connect With Your Prospect/Client
Baum CX contacts client to understand the key people from the business we should speak with to learn the basics of the business and other relevant background information. This usually involves a 30–45-minute conversation with each person from the prospect organization..
Step 2 - Experience Workshop
We hold the workshop. Baum CX provides all the material. All the prospect needs to do is provide personnel, a room or video chat service. This workshop requires a minimum of 6.5 hours of time from each participant. In the workshop, we cover: • Identifying each interaction in the specified journey • The quality of the current-state experience (from the customer/channel partner perspective • The ideal future-state experience for each of those interactions and/or the journey (sometimes we are to eliminate or consolidate steps).
Step 3 - Deliverables
Baum CX summarizes the output of the workshop into a PowerPoint and details: i. Current state journey map, including moments that matter and highlighting which interactions work and which do not. ii. Future-state recommendations & journey map, highlighting how the experience is improved.

The Deliverables :

The output of the work - the current state journey map and the recommendations for future state - deliver value to your prospect and to you. With the information these contain, you now have a great platform to engage with your prospect about how your product(s) and/or service(s) can help them achieve the future state vision.
Sales Discovery

Take the 1rst step to Closing more Sales!