Functional Area 1 of 14
Manages customer conversations throughout sales process, on-boarding, relationship manager. Answers to external customers and internal customers in all functional areas.
Attributes of Sales 5s include the following:
Sales 5s are Black Belts in The Culture of Commerce℠ because they've fully adopted it as an organizational way of life.
Attributes of Sales 4s include the following:
Sales 4s have high standards, are well managed and have committed team members. They have a path to becoming the Gold Standard IF they decide to fully adopt The Culture of Commerce℠ as an organizational way of life.
Attributes of Sales 3s include the following:
Sales 3s are average. They're decent at new customer acquisition and customer retention. Sales 3s are a customer-centric organization but their organization has gaps that need to be addressed.
Sales 3s have a decision to make. Do they commit to becoming The Culture of Commerce℠ and change the trajectory of their business or continue to be average?
Attributes of Sales 2s include the following:
The only upside for Sales 2s is that they're not fully diseased. They have a choice to transform their culture for the better or begin their descent to become 1s on Life Support.
Attributes of Sales 1s including the following:
Functional Area 2 of 14
Creates/manages content in digital, print, sales toolbox and ecommerce for internal and external consumption/use.
Attributes of Marketing 5s include the following:
Marketing 5s practice all 5 principles of The Culture of Commerce.
Attributes of Marketing 4s include the following:
Marketing 4s practice 4 of the 5 principles of The Culture of Commerce.
Already high performing, they can grow further if they decide to fully adopt The Culture of Commerce as an organizational way of life.
Attributes of Marketing 3s include the following:
Marketing 3s practice some elements of The Customer Prevention Culture℠ and some elements of The Culture of Commerce℠ and, as a result, have a decision to make. Do they commit to becoming The Culture of Commerce℠, backslide to The Customer Prevention Culture℠ or remain average?
Attributes of Marketing 2s include the following:
Marketing 2s are silo'd and practice all 5 elements of The Customer Prevention Culture.
Attributes of Marketing 1s include the following:
Marketing 1s practice all 5 elements of The Customer Prevention Culture.
Functional Area 3 of 14
Fields inbound calls/inquiries, processes POs, quote generation, miscellaneous inquiries from internal and external customers. Acts as a liaison between the customer and the rest of the organization.
Attributes of Customer Service 5s include the following:
5s are Customer Service Rock Stars and practice all 5 elements of The Culture of Commerce.
Attributes of Customer Service 4s include the following:
Customer Service 4s practice 4 of 5 elements of The Culture of Commerce. Already high performing, the gold standard awaits if they decide to fully adopt The Culture of Commerce.
Attributes of Customer Service 3s include the following:
Customer Service 3s practice elements of The Customer Prevention Culture and The Culture of Commerce, making them average.
Attributes of Customer Service 2s include the following:
2s have a planned approach to working with customers but lack a sold-out approach to building culture and customer experience.
Customer Service 2s practice several elements of The Customer Prevention Culture℠.
Attributes of Customer Service 1s include the following:
Rather than employing a mindful approach to hiring, 1s fill open positions.
All activity is highly reactionary, and every day feels like survival rather than a planned approach to working with customers.
Customer Service 1s practice all aspects of The Customer Prevention Culture℠.
Functional Area 4 of 14
FAQs, technical inquiries and troubleshooting calls to support internal and external customers.
Attributes of Tech Support 5s include the following:
Tech Support 5s practice all 5 elements of The Culture of Commerce.
Attributes of Tech Support 4s include the following:
Tech Support 4s practice 4 of the 5 elements of The Culture of Commerce.
Attributes of Tech Support 3s include the following:
Technical 3s practice some elements of The Culture of Commerce and The Customer Prevention Culture which makes them average.
Attributes of Tech Support 2s include the following:
Tech Support 2s practice many elements of The Customer Prevention Culture.
Attributes of Tech Support 1s include the following:
Tech Support 1s contribute to The Customer Prevention Culture℠.
Functional Area 5 of 14
Aftersales support, aftermarket service, repair and preventive maintenance to keep customers operational. Internal and external customers.
Attributes of Service Tech 5s include the following:
Service Tech 5s practice all 5 elements of The Culture of Commerce℠.
Attributes of Service Tech 4s include the following:
Service Tech 4s practice 4 of the 5 elements of The Culture of Commerce℠.
Attributes of Service Tech 3s include the following:
Passive leadership is at the root of their averageness.
Attributes of Service Tech 2s include the following:
Leadership readily accepts status quo rather than leading their team to a better, future state.
Attributes of Service Tech 1s include the following:
Functional Area 6 of 14
Defective product, service failure, non-compliance and out of specification inquiries. Corrective actions to maintain customer confidence. Stewards and teachers of the quality system. Answer to internal and external customers.
Attributes of Quality 5s include the following:
Quality 5s practice all 5 elements of The Culture of Commerce℠.
Attributes of Quality 4s include the following:
If they fully adopt The Culture of Commerce as an organizational way of life, they'll become an unstoppable force.
Quality 4s practice 4 of the 5 elements of The Culture of Commerce℠.
Attributes of Quality 3s include the following:
Quality 3s practice both The Customer Prevention Culture and The Culture of Commerce, resulting in mediocrity for both their organization and the customer.
Attributes of Quality 2s include the following:
Quality 2s practice too many elements of The Customer Prevention Culture.
Passive leadership and fixed mindsets are pervasive in this environment.
Attributes of Quality 1s include the following:
Quality 1s do not drive quality standards, training and tools down to the lowest level of the enterprise. Instead quality goals remain the job of a few and have no chance of being institutionalized.
Quality 1s practice all 5 elements of The Customer Prevention Culture.
Functional Area 7 of 14
Ensures orders ship on-time, defect-free to the customer's expectations. Get involved with customers when out-of-ordinary conditions or requests require them to intercede.
Attributes of Operations 5s include the following:
Attributes of Operations 4s include the following:
Attributes of Operations 3s include the following:
Attributes of Operations 2s including the following:
Ops 2s practice too many elements of The Customer Prevention Culture which is why they're laggards and contribute to the friction-filled customer experience.
Attributes of Operations 1s including the following:
Ops 1 practice all 5 elements of The Customer Prevention Culture.
Functional Area 8 of 14
Supports external and internal customers by translating customer's application or specification detail into solutions.
Attributes of Engineering 5s include the following:
Attributes of Engineering 4s include the following:
Attributes of Engineering 3s include the following:
Attributes of Engineering 2s include the following:
Attributes of Engineering 1s include the following:
Functional Area 9 of 14
Manages shipments to customers with consistent packaging practices, product identification, packing list and accuracy through 3rd party logistic providers and direct shipping options. Answers to external and internal customers. Also receives supplier shipments, verifies they're compliant to what was ordered and/or to spec and then places them into inventory.
Attributes of Shipping/Receiving 5s include the following:
Attributes of Shipping/Receiving 4s include the following:
Attributes of Shipping/Receiving 3s include the following:
Attributes of Shipping/Receiving 2s include the following:
Attributes of Shipping/Receiving 1s include the following:
Functional Area 10 of 14
Maintains good standing with customers by encouraging them to pay within agreed upon terms through rapport, consistent communication and expectation-setting.
Attributes of AR 5s include the following:
AR 5s practice all 5 elements of The Culture of Commerce.
Attributes of AR 4s include the following:
AR 4s practice 4 of the 5 elements in The Culture of Commerce.
Attributes of AR 3s include the following:
AR 3s practice both elements of The Culture of Commerce and The Customer Prevention Culture, which produces their average and inconsistent ways.
Attributes of AR 2s include the following:
Attributes of AR 1s include the following:
Functional Area 11 of 14
Maintains good standing with suppliers, vendors and service providers so payables are within terms to maintain the flow of materials and services within the supply chain. Answers to internal customers whose workflows rely on outside supplier relationships.
Attributes of AP 5s include the following:
Attributes of AP 4s include the following:
Attributes of AP 3s include the following:
AP 3s can only exist with passive leadership.
Attributes of AP 2s include the following:
Attributes of AP 1s include the following:
Functional Area 12 of 14
Ensures IT architecture supports needs of the customer, enterprise and business goals. Answers to external and internal customers across all functional areas.
Attributes of IT 5s include the following:
Attributes of IT 4s include the following:
Attributes of IT 3s include the following:
IT 3s practice some elements of The Customer Prevention Culture℠ and some elements of The Culture of Commerce℠.
Attributes of IT 2s include the following:
Attributes of IT 1s include the following:
IT 1s practice all 5 elements of The Customer Prevention Culture℠.
Functional Area 13 of 14
Manages organization structure to ensure it is customer-centric, there is talent retention and attraction to support business goals, sets performance management standards. Internal customers in all functional areas.
Attributes of HR 5s include the following:
HR 5s practice all 5 elements of The Culture of Commerce℠.
Attributes of HR 4s include the following:
Attributes of HR 3s include the following:
Attributes of HR 2s include the following:
Attributes of HR 1s include the following:
HR 1s practice all 5 elements of The Customer Prevention Culture ℠.
Functional Area 14 of 14
Leads the organization's sourcing efforts to produce or distribute product. Manages inventories to support service level standards. Internal customers include operations, engineering, customer service, sales, aftermarket service/on-site technicians and external customers.
Attributes of Purchasing/Supply Chain 5s include the following:
Purchasing/Supply Chain 5s practice all 5 elements of The Culture of Commerce.
Attributes of Purchasing/Supply Chain 4s including the following:
Attributes of Purchasing/Supply Chain 3s include the following:
Attributes of Purchasing/Supply Chain 2s include the following:
Attributes of Purchasing/Supply Chain 1s include the following: