company mission

Ever felt like you're walking a tightrope trying to satisfy high-maintenance clients while keeping your team's spirits high? You're not alone, and in this episode, we're tackling that very challenge. Prepare to unlock the secrets of preempting client anxiety with proactive communication, and discover how a Customer Experience Mission Statement can become your North Star, guiding every client interaction to reflect your company's core values. We'll reveal how to navigate the customer journey with foresight and finesse, ensuring that your clients feel heard, valued, and—most importantly—cared for without draining your precious resources.

Then, we switch gears to celebrate the heartening bonds we forge with our clients. It's a deep dive into the art of empathy, where compassion meets curiosity, creating partnerships that are more than just business transactions—they're collaborative adventures. And yes, we even touch on our first 'bleep' moment, a candid question that opens up a treasure trove of insights. This episode is an invitation to reflect on your approach to client relationships and to enhance the way we all craft exceptional experiences. So, buckle up, and let's embark on this enlightening journey together.

Remember, your questions at askjeannie.vip are the fuel that keeps our conversations engaging, and for that extra bit of guidance, don't forget to visit experienceinvestigators.com.

Resources Mentioned:
Experience Investigators Learning Center -- experienceinvestigators.com
Watch the video version of this episode on YouTube -- youtube.com/@jeanniewalters

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

M&A refers to the phrase mergers and acquisitions, a term used when one company merges with or buys another and covers the whole process from beginning to end. Today our host, Stuart Elliott, is joined by HR M&A Lead, Graham Poole to speak about why the role of HR is so critical to this process.

During their conversation, Stuart and Graham discuss the role of HR in the M&A process, the aligning of workforce and culture of the two merging entities, the best practice for a smooth transition and some key considerations for companies during the due diligence phase of the merge. They also touch on the challenges HR teams can face during the integration process and tips for HR professionals embarking on an M&A journey. 

Graham is an experienced international HR Director with a global track record in successful HR M&A and change projects. He provides HR support to organisations undergoing the M&A process and offers executive coaching for leaders going through change. His expertise includes full-scope HR M&A programmes, organisation design and global transformation initiatives. Previously, Graham has lived and worked in multiple regions including APAC, LATAM, Northern Europe & Russia and Africa. 

Key Timestamps:

• 1:24 – An introduction to Graham Poole 
• 6:06 – Graham’s early career
• 7:55 – Why the role of HR is so critical in the M&A process 
• 12:27 – HR’s role in aligning the workforce and culture of the two merging entities
• 18:10 – Cost elevation and organisation design process
• 20:25 – The due diligence phase
• 27:04 – Challenges and successes when going through the M&A process
• 35:30 – Why Graham likes working within the M&A space
• 38:29 – Tips for HR professionals embarking on an M&A journey

You can listen to and download HR Insights from Apple Podcasts, Google Podcasts, Spotify and most popular podcast apps, subscribe so the latest episodes are directly available! You can also join our HR Community and follow us on LinkedIn and Instagram.

Thank you so much for listening and please rate and review!

Are your part-time employees delivering the customer experience you want? They can be! In this episode, Jeannie Walters shares actionable strategies to help your part-time workforce understand the importance of a top-notch customer experience. From fostering a culture of customer feedback to implementing a Service Code, she guides you through the process of aligning your customer service with your overall customer experience mission.

Have you ever wondered what makes a customer feel valued and cared for? Hear how to integrate your customer experience standards into your hiring, onboarding, coaching, and performance reviews, ensuring that your team knows exactly what is expected of them.

Tune in to discover how you can transform your part-time workforce into customer experience superstars. Trust us, you don't want to miss this one!

Resources Mentioned:
What's a Service Code and How Do We Use It? [Experience Action Podcast] -- experienceactionpod.com/2092963/12581385
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔"My employee experience team is on the right track, and I'm really excited about the progress we are making. I want to ensure we can continue our projects, but I'm concerned about the company budget. Do you have any tips for approaching this and staying ahead?"❔

The employee experience and the customer experience are tightly linked. How do we make sure our leaders know that? In this episode, Jeannie Walters answers how we can show our leaders that investing in employee experience is a true return on investment of time, money, resources, people, etc. It all starts with having a holistic view of what employee experience really means. Then it comes down to defining our goals, defining what success looks like, and making sure we are collaborating with the very people we are trying to serve.

Resources Mentioned:
Employee Journey Map Template -- bit.ly/ejmtemplate
CX Mission Statement Workbook -- bit.ly/cx-mission-workbook
CX Success Statement Workbook -- bit.ly/cx-success-workbook
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔Is it possible for a company to work on both customer experience and employee experience at the same time?❔

One of Jeannie's core beliefs is that you can't authentically deliver a great customer experience without aligning that experience with your employee experience. Sometimes, Human Resource teams, departments and leaders are focused on process, procedure and operations, and they don't see their role as part of developing, nurturing and cultivating the right kind of employee experience. This is where customer experience best practices can really come in handy. The same best practices can help you create an amazing employee experience, which in turn will drive better customer experiences.

In this episode, Jeannie talks about:
- benefits of genuine employee referrals
- creating a culture of collaboration
- empowering employees to feel aligned with your mission
- advantages of defining success in your organization

Resources Mentioned:
Employee Journey Map Template -- bit.ly/ejmtemplate
CX Mission Statement Workbook -- bit.ly/cx-mission-workbook
CX Success Statement Workbook -- bit.ly/cx-success-workbook
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

As we get ready to launch into 2023, it's important to get things re-aligned before we jump back into the day to day. In the last episode we talked about clarity around the vision. This episode is sort of a Part 2 on that idea in talking through vision casting and vision carrying. Who does what role? Why is this so important to understand? Listen to this episode and let me unpack this important subject that could transform your company culture today. 

Check out my new podcast website and my premium podcast content community page.

DJs: Interested in Heavy Hits Music Pool? Go to https://heavyhits.com/
For my podcast listeners only, enter promo code: BRIANB - it gets you a 30 day trial for $5. Try it now.

Have a topic you want covered? Drop me a DM at @thetraveldjblend. Has this podcast helped you? Share your thoughts by leaving a review on the Apple Podcast App.

I'm on YOUTUBE!  Please subscribe and share. Thanks in advance.

Check out my podcast website and my premium podcast content community page.

DJs: Interested in Heavy Hits Music Pool? Go to https://heavyhits.com/
For my podcast listeners only, enter promo code: BRIANB - it gets you a 30 day trial for $5. Try it now.

DJs: Did you know I launched a course? It's called the "Value Based DJ Course" which will help you land your ideal clients, get paid what you need and give you the flexibility to figure out how many events you want to work. Get it today at https://www.thedjscreativeedge.com/

Have a topic you want covered? Drop me a DM at @thetraveldjblend. Has this podcast helped you? Share your thoughts by leaving a review on the Apple Podcast App.

Have you been trying to figure out how you can have a larger impact and help change lives? Maybe you just want to change your own life. In this episode, Jeff Ragan, Founder and CEO of KiZE Concepts, discusses how he’s built a brand around changing lives for the better. Join us to learn more about Jeff’s journey and how you can help those in your own communities.

In this episode, you will learn: 

• How Jeff created and started his company KiZE Concepts
• Jeff’s company and his team’s mission to end hunger around the world
• How to start before your ready
• Getting aligned with something that feels purposeful in your life
• Creating something you’re passionate about to create an impact
• How to get involved in KiZE’s mission

Resources and Links:

• Join the Decide It's Your Turn™ Network to feel loved and support in your own journeys
• Learn more about KiZE Concepts by following them on Instagram
• Follow Jeff on Instagram
• Use code "DECIDE" at checkout to receive 20% off your order at kizeconcepts.com
• If you'd like 10% of the proceeds from your KiZE purchase to go to Folds of Honor – use code "FOLDS" at checkout and get 15% off your order too.

If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you’d like us to talk about that will help you realize that at any moment, any day, you too can decide, it’s your turn!

Christina Lecuyer’s Bio:

Christina Lecuyer is a former Professional Golfer, a three-time reality television competitor, Confidence + Mindset Coach, Motivational Speaker, and Founder of Women with C.L.A.S.S. Mastermind, as well as Decide It’s Your Turn: Women’s Weekend. Christina’s mission in life is to empower people to fully live in their purpose, confidently and successfully!

Decide It’s Your Turn! Podcast

Resources and Links:

• Christina Lecuyer’s Website
• Follow us on Instagram
• Follow us on Facebook
• Looking for our Tweets?
• Christina Lecuyer on YouTube
• Hashtags : #justbe #worthaf #livealifeyoulove

Scott was joined virtually with Josh Lackowski, the Director of Marketing Strategy & Account Services of Producers Choice Network to discuss marketing, branding, and how to be intentional in reaching clients. Josh talks about his background in marketing, video production, music and how they have helped shape him in becoming a strategic marketing expert. They discuss how focusing on the mission and vision and putting people first is the key to successful marketing.  

Connect with Scott on LinkedIn
Connect with Josh on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Producers Choice Network click here

Follow us on LinkedIn
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**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com 

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

On this episode of Speaking to Influence, Sam King reveals her best practices for maintaining communication and influence with over 2,500 clients while staying focused on authentic connection and maintaining focus on the company mission. Listen in as Laura and Sam discuss maintaining organizational relationships during remote work, the advantages of practicing micro communication, and how job roles can interpret the company mission differently.

Sam King is the Chief Executive Officer at Veracode. Having previously served as General Manager following Veracode’s acquisition by CA Technologies in April 2017 and Veracode Chief Strategy Officer prior, Ms. King is a recognized expert in application security and the emerging practice of DevSecOps.

You can connect with Sam via LinkedIn: https://www.linkedin.com/in/sam-king-0643726/

To learn more about Dr. Laura Sicola and how mastering influence can impact your success go to https://www.speakingtoinfluence.com/quickstart and download the quick start guide for mastering the three C’s of influence.

You can connect with Laura in the following ways:

LinkedIn: https://www.linkedin.com/in/drlaurasicola

LinkedIn Business Page: https://www.linkedin.com/company/vocal-impact-productions/

YouTube: https://www.youtube.com/channel/UCWri2F_hhGQpMcD97DctJwA

Facebook: Vocal Impact Productions

Twitter: @Laura Sicola 

Twitch: https://www.twitch.tv/vocalimpactproductions

Instagram: @VocalImpactProductions

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

>>> Join Michelle's Surviving Entrepreneurship Community and learn more about JM's FREE downloadable! <<<

~

About JM Ryerson - 

JM is an entrepreneur and Mental Performance Coach who has been building companies and leading sales teams for over 20 years. JM is the co-founder and CEO of Let's Go Win whose mission is to increase leadership, enhance culture and help teams achieve peak performance.

JM believes that everything rises and falls on leadership. Based on this belief, he has spent his career focused on enriching the lives of others while continuing to educate himself on best practices in leadership, vulnerability and teamwork. His ability to impart some of this knowledge to you might be his greatest contribution to you and your team's success.

JM’s great passions are helping team members lead a life of fulfillment and become vulnerable and open to what life has in store for them. His ultimate goal is to give others the tools that will allow them to transcend their self-limiting beliefs. There is nothing more inspiring than to watch someone achieve more than they could ever imagine. That is why JM considers it a real privilege to be a part of other people's incredible journeys.

JM was raised in Montana and lives in Granite Bay, California, with his wife, Lisa, and their two amazing boys.

Connect with JM - 

Website: www.letsgowin.com

FB: www.facebook.com/letsgowin365

Instagram: www.instagram.com/letsgowin365

LinkedIn: www.linkedin.com/company/letsgowin365

Connect with Michelle Mercier!

Join the Surviving Entrepreneurship Community - https://www.facebook.com/groups/215857859592242/

Website - https://www.CreateHonesty.com

Facebook - https://www.facebook.com/michelle.mercierRE

Instagram - https://www.instagram.com/CreateHonesty

LinkedIn - https://www.linkedin.com/in/merciermichelle/

Mission and Vision statements are mocked as much as anything in the business world - arguably because they are often not done well and are completely disconnected from reality. In this episode that kicks off our series on business strategy, we start at the beginning with mission and vision - how the two are different, why they are matter, and what they have to do with authenticity.

We'd love to hear your feedback! Email us at podcast@gaffingroup.com.

Looking for more episodes or playlists? Find them on our Right In the Middle Market website, https://www.rightinthemiddlemarket.com. For more information about us, or to inquire whether we could help you and your business, go to the website SLS Capital Advisors and The Gaffin Group, https://slscapitaladvisors.com.