Episode 44: How to Improve Your Customer Experience Process, with Courtney Babiak
Release Date: 09/06/2017
System Execution Podcast
Allen Adamson is a noted industry expert in all disciplines of branding. He is Co-Founder and Managing Partner of Metaforce.co and the author of BrandSimple, BrandDigital, The Edge: 50 Tips from Brands That Lead, and Shift Ahead: How the Best Companies Stay Relevant in a Fast Changing World. Prior to Metaforce, Allen was Chairman, North America of Landor Associates, a global branding firm.
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Berkley Egenes is the Vice President of Marketing for MERIDIUN. A results-driven strategic marketing leader solving business challenges at the intersection of consumers and technology, Egenes is committed to building brands, launching products and producing returns for his partners.
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Peter Lovenheim is an author and journalist whose articles and essays have appeared in the New York Times, New York magazine, The Los Angeles Times, Parade, Moment Magazine, The Washington Post, and other publications.
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Rami Jebara is the Co-Founder & CTO of Tuangru, a software provider of next generation data center infrastructure management (DCIM), designed for today’s hybrid IT environments. Whether a users application workloads reside on-premises, in edge data centers or in the cloud, Tuangru provides users with a holistic view of their entire infrastructure for management and optimization. The company was recognized as one of the fastest growing companies in North America by Deloitte Technology Fast 500™.
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David Thomas, CEO at Evident, is an accomplished cybersecurity entrepreneur. He has a history of introducing innovative technologies, establishing them in the market, and driving growth with each early-stage company emerging as the market leader. Today, as CEO of Evident, he helps provide innovative business solutions to simplify interactions with personal data assets.
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By his 35th birthday, Mike Michalowicz had founded and sold two multi-million dollar companies. Confident that he had the formula to success, he became an angel investor and proceeded to lose his entire fortune.
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Kristin is the founder and managing director of Creative Development Agency (formerly award-winning firm, Marquet Media). She oversees the day-to-day operations of the agency as well as directs all client accounts and projects. With a strong eye for creating memorable brands and a diverse range of knowledge, Kristin provides strategic counsel to clients interested in developing successful internal and external communication programs across all media platforms.
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With experience in both office interiors and product design, Ken Baker understands the inside and out of the architecture and design field. Ken has been a Gensler Principal for 20-years and is currently serving as a member of the Gensler Management Committee.
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Ken is the co-author of the recent manufacturing sales book, entitled “Selling in Manufacturing and Logistics.” Ken and his co-author are experienced Sandler trainers who play very important roles in the Sandler’s worldwide organization.
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Peter Strohkorb has over 15 years of corporate business experience in executive-level Sales and Marketing executive roles with some of the biggest brands on the planet.
info_outlineBefore entering the financial planning industry, Courtney worked in City government for the duration of her career in Human Resources. Courtney has been in the financial industry since 2012 and joined the Troxell Financial team in 2016 in which she creates, maintains and enhances the ongoing operations and project management within the firm as well as serving her individual clients. She is devoted to helping her clients and the Troxell Financial team, envision their goals and develop a plan and process to pursue them. Courtney specializes in financial planning for women and special needs planning.
Courtney is married and lives in Springfield, IL with her husband Mike and two children Lillian and Bennett. While Courtney is not working with clients and spending time with her family, she enjoys exercising, reading, volunteering with United Cerebral Palsy and most of all, the outdoors, especially by the water.
What you’ll learn about in this episode:
- Customer experience processes that can foster better relationships
- How to grow a business through referrals without spending too much on marketing
- Standing out from the pack but focusing on service and finding your niche
- Using the most robust CRM system possible to grow your business
- Managing massive systems through technological automation
- Coordinating data entry and analytics across your operations divisions
- Empowering client-facing team members with the most comprehensive systems
- Focusing your time well and working to staff strengths
- Using good systems to enhance client relationships
Ways to contact Courtney:
- Email: [email protected]
- Website: www.troxellfinancial.com
- LinkedIn: Courtney Babiak
A transcript of this episode is available here: systemexecution.com/how-to-improve-customer-experience-process