Ep 571 · 64 min · Mon 10 Nov 2025

The CX Survival Guide: How Emily Elvey Turns Chaos into Loyalty

Emily Elvey, Emily Elvey Consulting

Customer experience consultant Emily Elvey shares how ecommerce brands can turn customer service into their biggest growth driver.

Play episode 571

In this episode

Emily Elvey knows what makes a customer tick – and what makes them rage. As the founder of Emily Elvey Consulting, she helps leading retailers build customer experiences that actually work, not just look good in a deck.

After years leading CX and customer service teams at M.J. Bale, Meshki and ZeroCo, Emily’s built a reputation as one of Australia’s sharpest voices in ecommerce experience design. In today’s chat, she’s joining Bushy to unpack what’s really driving customer satisfaction, retention and sanity during peak season.


Today, we’re discussing…

  • The three fixes to make before Black Friday – and why your policy pages are killing conversions
  • How to use CSAT data the right way
  • Why taking your customer service team out for lunch might save your peak season
  • Planning for worst-case scenarios: how to roster, resource and survive inbox overload
  • The psychology of returns and the tension moments that make or break loyalty
  • Turning customer service into a sales engine, and training teams to upsell with empathy
  • How to build AI agents that actually sound like your brand
  • The link between employee satisfaction and customer retention
  • How to glue all your customer data together for one source of truth

Chapters

6:02 Preparing Customer Service for Peak Season
11:43 Planning for Worst Case Scenarios in Customer Service
14:29 Identifying and Prioritising VIP Customers
17:13 Mixing Customer Service Channels for Better Experience
22:33 The Evolution of CX Roles
25:20 CX Vs Customer Service Vs UX
30:49 Centralising Customer Data Management
34:26 Building Effective AI Agents
37:55 Leveraging Customer Data for Personalisation
40:10 What AI Can And Can’t Do Yet
45:12 Understanding Global Customer Service
47:30 The Shift in Returns and Refund Policies


Before you leave…

Read the full transcript Auto-generated

Emily Elvey: Historically, we will see all of that marketing go live, all those orders go out the door, and then our teams will end up in this giant backlog where they're overwhelmed and don't quite know what to do in terms of styling and saying like, okay, I don't want to wear black because it doesn't look great on my skin tone. So I'm not really sure what colors to wear. Is the AI agent going to answer that? Absolutely not. I would take your customer service team out for lunch. They are about to experience effectively 12 months in a three month period of time.

Nathan Bush: Hey, it's Nathan Bush or Bushy joining you from the land of the terrible people here in Brisbane, Australia. Let's be honest, by this time of year you are probably BFCMed out and it hasn't even been BFCM yet. There are so many webinars and podcasts around preparing for Black Friday through marketing, through product and through technology. But there's one team that always gets ignored and I want to put the spotlight firmly on them and that's our customer service team who is often left hot holding the baby that is Black Friday Cyber Monday and cleaning up the chaos. Today I bring you the person that I think is one of Australia's leading consultants when it comes to retail customer experience and she's going to spill the beans on everything we should be doing to make sure those customer service teams are empowered this bfcm. Today I am going to be talking with Emily Elvey, who is the founder of Emily Elvey Consulting, a customer experience and service consultancy. EM has worked with leading Australian retailers including MJ Bail, Meshki, ZeroCo and a bunch of international fashion brands to help improve their customer service. She is insanely customer focused, even to the point where she's held two jobs, one in a retail store and one in a corporate head office for a point of time just to stay connected to the customer. But she leads with an empathy led, data driven approach, meaning that everything she's doing is it is for a great customer experience but also for strong commercial results. She helps teams understand what customers really feel and turns that into measurable business growth. Today on the podcast we cover a bunch of practical customer service tips that you can implement immediately in your business. We talk about the difference between customer service and customer experience and why treating them the same could be costing you repeat revenue. We talk about CX systems and the data stack from Shopify to Gorgias to Klaviyo. What sits where? Where does your single source of customer truth fit and how do they all work together and then we talk about how to prepare your service team for Black Friday from CSAT audits and visibility and returns to protecting team morale when the tickets flood in. Plus the there's a whole bunch of practical quick wins like using Shopify tags to auto prioritize VIP customers and using AI agents with your brand tone of voice that don't make your customers end in a rage fit. A big thanks as always to our sponsors Shopify and Klaviyo for supporting this episode and all our Add to CART episodes we'd love having on board as our leading e commerce partners. Now let's get into it. Here's Emily Elvey, customer service and experience extraordinaire at Emily Elvey Consulting. Emily Elvey, welcome to ADD to cart.

Emily Elvey: Thank you. Thanks so much for having me.

Nathan Bush: It is delightful to have you here. We've been talking about this for a long time. You are my go to person when it comes to everything, customer experience and customer service and I couldn't think of a better time for us to be having this conversation than just before Black Friday. How are you holding up?

Emily Elvey: Yes, good. It's getting pretty hairy out there.

Nathan Bush: Yeah, I think this is a good conversation to have because there is so much chat out there at the moment around marketing, which is fair enough. There's a lot of marketing dollars going in, a lot out there about conversion. But if I feel sorry for any team at Black Friday, it has to be the customer service team, am I right?

Emily Elvey: Absolutely. It's probably why you've not heard about it yet, because historically we will see all of that marketing go live, all those orders go out the door, and then our teams will end up in this giant backlog where they're overwhelmed and don't quite know what to do. So we're usually the tail end.

Nathan Bush: So what are you doing? Top 3 Things to Prepare a retailer right now. What are you doing?

Emily Elvey: Okay, number one would be auditing your policy pages and the footer at the bottom of your website. So there's different types of research that come out, but all of the results sit between 40% and 80% of consumers will look at those returns and shipping policy pages before they check out. So regardless of what you read, whether it's the 80% or the 40%, that's still a really big percentage of clients. It's huge. So if those are incorrect or there's aged information or it's no longer relevant, that could harm a conversion. Or it could encourage one and then create a really bad customer experience later.

Nathan Bush: Gotcha. Are Most. Do most retailers have something wrong in there?

Emily Elvey: Yeah, I would say there's usually a spelling error or it was updated five years ago and, you know, you no longer use that service or your same day delivery actually now goes to a whole bunch of other postcodes that you're not mentioning, that you could be mentioning.

Nathan Bush: Or shipping prices have changed.

Emily Elvey: Absolutely. There's so many different versions of them, especially if you've got multiple sites across multiple regions. That's where I see the most errors. Because someone will update something on one site and then they won't remember the rest.

Nathan Bush: Yes. Okay, great tip. Number one, what's the second thing?

Emily Elvey: Number two would be look at your csat. If you have that implemented, most retailers that have a customer service desk will have that almost automatically implemented. And CSAT stands for Customer Service Satisfaction Scores.

Nathan Bush: Almost got you then.

Emily Elvey: If only.

Nathan Bush: How do you get them?

Emily Elvey: How do you get them? You send them out as a survey, so they definitely come back to you, but that's kind of where it generally stops. So not only just turning them on, but having a look at them in the last 30, 60, 90 days, what is it that's created bad satisfaction? I don't care about the good ones. What I want to say is the really bad ones and see what happens when that hasn't gone well. Those are the little gaps you should be trying to plug as quickly as you possibly can. You may not be able to get that in before peak hits, but if you could get one out of three, then that would still set you in really good stead.

Nathan Bush: And in your experience, where is most of the negative feedback clustered?

Emily Elvey: It's generally around returns. And not just a I want to lodge a return, but more the visibility of the returns journey back. So you know, you've gone onto a portal, you've said that you want an exchange or a refund or a return of some kind. You lodge that, you send it off and then there's a bit of panic. That ensures. If we looked at that from a psychological perspective and we looked at the different emotions someone's experiencing, it's the highs when you order, it's the lows while it's shipping, it's the high once it arrives, it's the low once it's returned, back again. So they're experiencing this real tension moment, especially if it's international, where they don't know if their money is coming back. So we need to provide visibility on that journey. And if you do, fantastic.

Nathan Bush: And are you looking at CSAT scores? It's really hard to Say CSAT scores. It's like CSAT shoes by the seashore. Are we looking at them from Black Friday last year or are we just assuming that was fixed and that should be sold by now and we're just looking at the last 30, 60 days?

Emily Elvey: I'd hope it was fixed and that we learned our learnings. I would look at the last 30, 60, 90 days because that'll show you your most current problems in the business and also your most current markets. You may not have shipped to the US back then or you may have shipped in a different way without or with a 3 PL. So there's definitely things that will have changed in market since then. So I'd just be looking at that more recent period of time.

Nathan Bush: Great. All right, so we've got policy pages, we've got CSAT scores. What's our third thing we're looking at?

Emily Elvey: I would take your customer service team out for lunch and I'm not kidding, no. They are about to experience effectively 12 months in a three month period of time. I saw a retail trainer that I really love refer to it as we've just asked them to run a marathon and we're about to ask them to run another marathon in three months time. And sometimes we forget them. Like it's sometimes the information they have, we don't love to use, we don't love to lean on and we don't want to know. It's like the ugly duckling. It's, you know, that uncomfortable part of our business that sometimes or more often than not is negative. So we, we sometimes don't invest in it in the same way. And if you're about to ask them to pull extra hours, maybe work on a weekend, you know, go through a really stressful period, acknowledge that rather than acknowledge it after it's happened and go, oh, yeah, by the way, you did a really good job. Like, they know this is coming, you know, they feel tense, they feel overwhelmed. And, and if you can get ahead of that and say, you know, we really value you, we know this is going to be really hard, but we're here for you and we want to take you out ahead of time. You know, run a training session, take them out for lunch, you know, buy them a pizza, like whatever it is, that just shows them that you really value them in a way that works for your business, that would definitely be what I'd be doing.

Nathan Bush: You're filling up the bucket before it starts to drain.

Emily Elvey: Absolutely. Absolutely.

Nathan Bush: What are you doing for your customer service teams during Black Friday? How are you ensuring sanity prevails.

Emily Elvey: Yes, it's a really tricky time because it's deeply emotional, like speaking to someone. Having an emotional connection with someone, serving someone is really taxing on you as an individual. It's like if we had a full day of meetings, you go home and you think, oh, I'm so wrecked. Like if my husband tries to talk to me, I will go into the other room, close the door. Like you just can't give any more that you can give. And that's often the space that they end up in in these periods every single day. Even worse at this period of time because they may have done hundreds and hundreds of tickets for a day and then they, they look at the number that's still in the inbox and there still could be thousands and thousands of them and they think, oh, I didn't even make a dent, I'm not making a difference. So definitely encourage you to phase and roster across the period that's conscious of that. So for example, someone may look after live chat 90% of the time, but they'll need a break from that because it's very intensive, it's very high energy, it's really urgent, it's really quick. So we need to then give them a break and give them something that's a little bit more mind numbing. That could be clearing through social media comments. It could be like, you know, going back and liking all of the stories. If you have your social media connected to your customer service team, there's a whole bunch of different ways but make sure you roster them so they have high energy tasks but then they also have low so that you're helping them decompress.

Nathan Bush: So variety of tasks is actually better than having someone dedicated to this channel. This channel, this channel?

Emily Elvey: Yes and no. I'd say just don't do it in the same day. Yes. So just make sure they're bucketed to certain things. But across the period, don't just give one person one channel because they will burn out really quickly and they'll get really over it. It's like if you did the same thing all day, every single day with no variety, we would get really over that too.

Nathan Bush: Are you seeing your clients extend their customer service operating hours in the lead up to bfcm?

Emily Elvey: Yeah, I, and I'm also seeing them kind of plan for worst case scenario and team members in other teams that can help as well. I think that's really important. If shit does hit the fan, you know that team's going to be overwhelmed. So who can we preemptively know that we can borrow from other teams, whether that's E commerce, if you sit in the marketing side of customer service or if your team sits in operations, maybe that's team members from the warehouse. Once they see their peak drop, maybe it's your operations manager, you know, whoever it is, maybe it's your founder. Doesn't matter like that. We just put people on, on the ground. There was this big moment when I was working with Zeroco and we had thousands and thousands and thousands of orders all off the back of them relaunching their new product and we had these hours of power and it was like every Friday afternoon for three hours. At the end of the week everyone would just churn through and this was about a month that we did this and we would just spend all of this time collectively as a whole business and a whole team clearing through tickets. Because at the end of the day, that is the priority is making sure that your customers are there, they feel heard, they feel looked after because otherwise they're not going to come back. And all that marketing that you spoke to before isn't going to mean anything. Yeah, because you're not going to keep them.

Nathan Bush: When you said planning for worst case scenarios, can you give us an example? What's a worst case scenario in your head?

Emily Elvey: A worst case scenario to me is when you are like two times your KPIs. Like let's say your KPI is getting back to someone in 24 hours and we're at 48 hours now we're at 72 hours now we're at five days, now we're at seven days. That to me is worst case scenario.

Nathan Bush: We don't have knowing when to ring the alarm.

Emily Elvey: Yeah, absolutely. And you can see it's starting to get to those points quite quickly. And if it does, and if you're a customer service manager, I would highly recommend just say something. You know, you can't control the volume coming in but you can control the output that you are working on as a team. So, you know, it's part of it that we go through ups and downs and backlogs and then, you know, smaller periods of time. But you just don't want that to blow out for a really long period of time because that's when it affects things. I think honestly Aussie consumers are pretty good, like in the grand scheme of things, especially internationally where we're pretty generous in our feedback.

Nathan Bush: Research that came out last week around that and it was something like 90% of Australians consider themselves pretty patient when it comes to customer service and it's like an expectation of our culture that we're nice to the other person on the other end of the phone.

Emily Elvey: Yes.

Nathan Bush: But then when it comes to GPTs or automated messages, it drops to like 56%.

Emily Elvey: Yes, that doesn't surprise me. I guess, especially if you've got international clients too, you can make sure that you're, you know, routing markets where you know that that's not the case, where there are, you know, different expectations in different markets. Because that's the reality. There is different expectations, different SLAs in different markets. And you can also look to make sure that when you do have that experience that the clients that you're talking to are your VIPs or, you know, you're segmenting them out so that you can attack those, you know, high value, long term, high CLTV customers first and then getting through the rest.

Nathan Bush: How are you doing that? How are you making sure that you can identify high value customers in your customer service team and prioritize them?

Emily Elvey: This is one of my favorite things. This is where I get really nerdy and love all the back of the customer service team.

Nathan Bush: We love nerdy.

Emily Elvey: Right? Podcast for nerdy.

Nathan Bush: Exactly, exactly.

Emily Elvey: So Shopify tags, BigCommerce tags, whatever you've got, you can definitely pass those through, especially with the native integrations in whether it's a Zendesk, a customer, a Gorgeous, you know, whatever the system is, you can pass those tags through. So let's say for example, in Shopify you are tagging all of your high value customers with vip. That tag can then pass their way through to Gorgeous.

Nathan Bush: And that's an automated tag based on when a customer might reach a threshold of x over 12 months.

Emily Elvey: Yes, absolutely. And you could do that with your Shopify flows to tag or Untag if they have or they haven't. Once you've got that firing, then you can set up kind of the opposite version of that in Gorgeous. So it would read the Shopify customer tag, add another tag that's a Gorgeous tag. Say you could use the same tag, so vip, vip. And then you can route them into a view which is just really like a folder of all of the customers that have that tag as view and then attack those from the top down and make sure that you've got them first. That's one of my favorite quick wins.

Nathan Bush: That's a great quick win.

Emily Elvey: It's really easy. It's just something that some, sometimes we just don't do, but it's really easy to do. You don't have to have a loyalty program. You don't have to have tiers. You could just.

Nathan Bush: You're gonna piss a lot of people off if you keep talking that way. I like it, though. But I think it's smart because you just treat your best customers right. That is loyalty.

Emily Elvey: Absolutely. Yes. And, you know, it could be every single person in those top, top layer of tiers. Or if you did have a loyalty program and one of your perks, effectively, was to have VIP customer concierge service, then do it that way.

Nathan Bush: Are you looking at any other data other than transactional data when working at your VIPs, like, influence or anything else? Or is it purely transactional value?

Emily Elvey: Honestly, nine times out of 10, it's just the transactional value. It can get really heavy really quickly if you start adding all of those things in. And there's definitely a time and a place to add all of those other customer experience elements in to get a single source of choice for the data and the customer data. But in terms of, like, segmenting them as VIP or not, I would inevitably say dollar value.

Nathan Bush: Yeah. And are you aiming for a certain percentage as your VIP, like 10%?

Emily Elvey: I always say that 20% brings you 80% of your revenue. So I would. I'd be going for a 20%.

Nathan Bush: You're going to stick to the old 20%?

Emily Elvey: I am going to stick to the old 20%. Because when we really look at it, it still is that. You'd think after all this time, it would have changed from a percentage. Really hasn't.

Nathan Bush: I love it. All right, and when we're talking about channels, what are the most popular customer service channels at the moment? What kind of mix are you seeing? Are you still finding that you need agents on the phone?

Emily Elvey: Absolutely. Love a phone call. Personally, I'm a huge caller, much to the dismay of all of my friends. I will just call rather than texting back, so. Very sorry.

Nathan Bush: You're that person?

Emily Elvey: Yeah, I am. It's the, like, late millennial in me just kind of stop ringing.

Nathan Bush: I've got so many games to find tag on the go because I just don't pick them up.

Emily Elvey: Oh, so that's why you screen my calls? Is that what it is?

Nathan Bush: I'll wait for the voicemail. And so what's the mix? So you mentioned how time intensive live chat is and that it's real time and it's quick and it's firing all the time. How do you structure a team between that? Email, phone calls.

Emily Elvey: Okay, so the first thing is look at your customer and your customer base, that's going to tell you especially about the phones too. Like, if you have an older demographic, they want to get you on the phone. If you have something that's quite complicated or you've got, you know, a subscriptions program that is looking at revenue and saving someone's card details and is, like, quite, you know, potentially tension building in the customer journey. You're going to need a phone line because you need someone to hear that you are a legitimate person and that this is a legitimate brand and that you're not taking their money for nothing.

Nathan Bush: And there is something about having a physical phone line in either the header or in the footer to make a business look legit straight away.

Emily Elvey: Absolutely, absolutely. And honestly, it can just be routed through the desk. It doesn't matter where your agents are taking those phone calls from. So it doesn't mean that if you have an international team, you can't take those. It just means that you have another avenue for those people. If you think about it from a different point of view, we all talk about being visual learners, being auditory learners when we're at school, so that lives on with us, and that's when we start to look at each customer as an individual. Because if someone's an auditory learner, then they're going to be more keen to give you a call for their customer service needs than someone who would prefer a written format. They're going to send you the email or they might jump on live chat. So there's definitely an element of that that goes into this as well. It's not just your age demographic.

Nathan Bush: What's your view on turning customer service channels into customer sales channels? So instead of just answering queries, being able to guide them on a shopping journey.

Emily Elvey: Absolutely. I think this is really key because if this person was standing in a physical store, we wouldn't expect them to not upsell or cross sell or turn that into a bigger sale. Our expectation will be that they can do that. And all of the customer service team members that I've trained and worked with over the years, the most successful ones, have come from physical retail shop floors first and then been able to translate that into digital customer service. So, absolutely, there should be an element of that. And, you know, thinking of taking a return from a bad return to a good return or a holistic experience, not just a customer service interaction, that's where this becomes really meaningful. And you can build a relationship with someone. If it's virtual, it doesn't have to be physical.

Nathan Bush: Yeah. And it's a lot more memorable, isn't it? Like, if you think even in our own experience, how many times have we had those customer service interactions where it's like, where's my order? Customer service agent answers it and goes, please wait in the line and then rate my performance. You're like, yeah, that was great. But if it was actually a conversation and a journey, like, why are you returning this? What's going on? Are you enjoying your experience?

Emily Elvey: Absolutely. And that's where you can really see those CSAT results and find those gaps. So this would be a great example in your AI agent or bot or the self serve. At the beginning there may be some gaps that are creating a lot of friction where you are then leaving a poor review, even though it had the best of intentions to just quickly give you a tracking number that didn't work in that situation. So you've had a poor experience. If it had worked successfully, you would have had the best experience ever and we'd be talking about it in a very different light.

Nathan Bush: Yes. All right, Em, you've given us some tips straight out the gate that I think anyone can take and implement for this Black Friday Cyber Monday, whether that be updating policy documents all the way through to isolating your VIP customers and triaging them to the top of the service list. So there's plenty there. But I want to take a step back for a moment. You've had some really amazing experience. Retail organizations, leading teams at MJ Bail and Meshke. For a lot of people, the natural progression would be to go through e commerce and go into marketing or tech. That's the sexy side. You've gone into customer experience and customer service. What was the moment that made you go, actually, this is the part of the retail and e commerce experience I want to focus on.

Emily Elvey: I don't talk about this very often, but for the majority of my early career I worked two jobs. One of them was that full time, nine to five, leading a customer service team or growing customer experience. And then on a Thursday night and a Sunday, I would work on a shop floor in a retail brand. And I tell people that sometimes.

Nathan Bush: Can you say which one?

Emily Elvey: Yeah, they don't exist anymore. Probably because I'm not there.

Nathan Bush: Famous footwear.

Emily Elvey: Famous footwear. Well, it was famous footwear. It was footwear. It was part of the Monroe footwear group. So it was wanted shoes. They like collapsed it into their big branded group that obviously still exists. Now. I did this for years and years and years and everyone would say, like, why are you doing that? Like that's crazy. Like, this is insane. Like, why do you work six days a week, kind of seven while you're doing the Thursday night too? But I got to this point where I realized I'm doing this because I actually really love this. And I actually really love spending time with these customers and talking to them and getting to know their lives and creating VIPs. And I kind of figured that I got to this point where it was the thing that filled my cup and that I felt so much joy from doing that. I didn't want to change that and I didn't want to give that up. The flip side to that is that I'm a bit of a dog with a bone. And if you tell me no, I'm going to tell you yes, and then push you until I get what I want. So there was this funny crossroads where customer service had existed for so long and then there was customer care, and then this buzz term customer experience started coming up. And it was almost as if we were changing HR to people and culture all over again. Except something was happening in the background and that was Covid and that that was that we needed to look at and experience as a holistic thing because we couldn't have one to one service like we used to. That sort of glossed over all those other elements. And that really excited me. There was like heaps of opportunity. This was this new thing. You know, there's so many ecomm manager roles out there, there's so many marketing lead roles out there. But this was kind of new. It was a little bit niche. And I thought this set of sounds like me. How can we do this in a digital space that looks like there's opportunity here? So I just sort of went for it. And it's never really gone back.

Nathan Bush: Right. You've only got one job now though.

Emily Elvey: I don't know, maybe about 50.

Nathan Bush: Well done. So customer experience, you said it's a buzz term. Do you still see it as a buzz term? Like, where does it start and where does it stop?

Emily Elvey: Yeah, I still see it as a buzz term and I think that's because there's a lot of misconception between the difference of customer experience and customer service. I often, when I get to a client and we go through our first like kickoff workshop day, I have a big section where we talk about customer experience versus customer service. And for anyone that doesn't know what that difference is, in my opinion, customer service is that one on one interaction you have, whether it's physical, whether it's digital, the customer Experience is every other element that your customer touches. So that could be your returns portal, it could be your loyalty program, it could be your social media, it could be the Australia postman that drops off, you know, the post to your house every single week and you know his name. All those things collectively go towards creating your customer experience. And what you deem the customer experience of X Brand to be, okay, gets a bit complicated because we have to layer in consumer psychology in there and every customer is going to experience that experience slightly differently because we all have our own sets of bias and we all go through different reasons for purchasing something. So that experience is individualized. Yes, we work on it at a scale and plug gaps in those departments at scale, but it's very individual and that's that big difference. I still don't see a lot of true, you know, CX manager roles, head of customer. Like, if I look at a CX manager role, that's really a customer service manager, but we're just titling it differently and I think there's still a lot of work to do there. And I think that's why I'm so passionate about this, because until we look at that psychology and we look at those customers as individual, I don't think my work in this space can be done.

Nathan Bush: Then what about user experience? Where does that sit? Does that sit alongside or is that

Emily Elvey: part, I would say that sits alongside it. That's the digital version of that or your physical version, you know, for the ability to get through a store, you know, how wide are the racks, you know, is that friendly for multiple abilities, physical, you know, mental abilities. That's to me, as a side of that.

Nathan Bush: Okay, all right. I think that's clear in my head. That's good. Then when you talk about you being a dog with a bone, I could imagine that you have a lot of conversations with CEOs and founders trying to convince them that they need to invest more in customer experience and customer service. How do you tie it to commercial outcomes? Because they've already got the customer.

Emily Elvey: Yes.

Nathan Bush: How do you convince them that they'll get a commercial outcome from further investment?

Emily Elvey: It's tricky because things like this can take a period of time to see the results for. And I guess that's probably one of the first things I talk about. There is going to be a period of time where we need to wait to test effectively and then see the results. So things like your customer lifetime value should go up, the frequency in the purchasing of orders should go down, the CSAT results should stay stable. If not increase, if they were low previously. And then even things like your employee satisfaction should increase and your retention of your customer service team should increase. If you do invest in this area, we see really closely linked employee satisfaction and customer satisfaction. It's sort of like they layer down into each other. And when everyone in your brand feels like they are successfully contributing to a good customer experience, then their experience as an employee is rated higher because they feel like they're doing a great job.

Nathan Bush: And you're talking about employee satisfaction not just for the customer service team, but the overall team.

Emily Elvey: Yeah, the whole team. That's pretty impressive because inevitably, we all should be working towards customer experience satisfaction. We should all be looking at the customer experience, every single department that touches a customer effectively. The finance and HR teams are maybe the only two that don't really. Everyone else does.

Nathan Bush: So why are retailers not prioritizing it?

Emily Elvey: To be honest, it's because sometimes the information we find is not all sunshine and rainbows. It can be hard. You know, as human beings, feedback can be challenging, especially when it's not nice.

Nathan Bush: It's definitely not a gift.

Emily Elvey: No, it's definitely not a gift. I hate that saying. I asked someone for feedback today, actually, and it was all good. So I thought, oh, this is a gift.

Nathan Bush: Yeah, thank you. My gift.

Emily Elvey: Yes.

Nathan Bush: You can take your other gift somewhere else.

Emily Elvey: Yeah, the rest can go. It's not nice. You know what if you said, like, oh, well, this is shit. You make it in China and you've just spent hours, days, weeks, months of your life preparing this thing, building this thing. You think it's the coolest thing you've ever made. Like, especially as a founder, you've invested your whole life, you know, potentially remortgaged your home, all those things into this product and this brand, and someone doesn't like it, or someone thinks you did a bad job, like, that's going to sting. It's like all feedback. We get that fight or flight, and you have that feeling in your chest where something is bad, something is wrong, and that's what you're dealing with when you look at the bad elements of customer service. So sometimes we just like to bury our head in the sand because it's

Nathan Bush: easier, especially if we feel we've got no control on the outcome. So, for example, where the product's made, there's a hell of a lot of teams that have no control over where products are made.

Emily Elvey: Absolutely not. And that's when we look at making this about the holistic experience, because you don't pull those things out if everything else is working well. If you felt fully satisfied as a customer, you wouldn't be picking those sorts of holes.

Speaker C: Have you ever told your hairdresser that

Nathan Bush: you love the cut but with a

Speaker C: fake little smile and then smoke bomb them forever? That's the challenge that Mermaid Hair tackled head on with Klaviyo. Only they had great hair but bad email. Now stocked in six and a half thousand stores across 40 countries, they needed a smarter way to stay top of mind with customers rather than blasting the same message to everyone. With Klaviyo, Mermaid Hair unified global data, cleaned customer lists and personalized at scale, Klaviyo now accounts for 23% of global E commerce revenue, with returning customer rates up 29% year on year in key markets. Now it's all great hair, engaging email and raving customers. If you're ready to scale personalization even with a global audience, visit Klaviyo AU to see how brands like Mermaid Hair are making it happen.

Nathan Bush: All right, well, let's get to the bones of what makes a great customer service offering. And like the true nerds we are, let's start with the tech stack. That was a clap for anyone who's listening in audio.

Emily Elvey: Don't forget, not everyone can see us virtually and visually.

Nathan Bush: That was a clap of excitement. Map us out. So if we are a modern e commerce brand, let's take it as a given we're on Shopify. Not always, but most are on Shopify. And tell me where you are going in terms of having your customer data stored in one central location and how you're interacting with customers.

Emily Elvey: Okay, I love this question. I also love this because it changes so quickly. If you'd asked me five years ago what I would have said, it would be quite different. So for anyone listening to this in five years time, please just send me a message and ask if that's still true. So today I would say, great, we're on Shopify. Then you cannot ignore the rest of the tech stack that Shopify invests in. And when you're looking at new tech, please make sure you're looking at what they're investing in. And one of those things for customer service would be gorgeous. They've obviously spent a lot of time. The integration between the two is next to none and it's constantly being improved to the extent where it can basically run an AI agent for you and read your entire product catalog. Just because the integration between the two is so strong and you want to be in a place where that is so good. Because it gives you opportunity and creates ideas and, you know, lots of brainstorming and fun things that you can create off the back of it. If all of that is just happening. Prime example is those tags we talked about before. Like, that's just passing through. You're not having to do anything there. It's just going from one to the other and vice versa as well. Okay, that's what I'd have there.

Nathan Bush: And your customer data, is that being stored in Shopify as the source of truth?

Emily Elvey: This is where it gets a bit interesting. So to me, I would then say we can't just look at this one piece in isolation. I'd want to be looking at something like a returns platform that also integrates deeply into both. At the moment, I would say that's a loop returns or a postcode 360. They're really great. And then off the back of that, also what you're using for CRM. So Klaviyo is obviously next to none. We're both huge fans and all of these integrations will work back collectively where they're all, all passing all parts of the data that you need so that you can create a single source of truth. Because if we don't have our, you know, our website and our customer service desk and our returns and our emails all together, then there's no way that we can actually get that single source of truth from a. Where is it housed? Where do I read it? Perspective. I would be reading that in Klaviyo with their analytics tools because I think they're fantastic. And the recent updates in those systems and specific analytics product is really, really fantastic. You can get a lot of data and pivot a lot of data and then push things back the other way as well.

Nathan Bush: Yeah. And elephant in the room is Klaviyo moving towards being a customer service tool. How do you see that playing out?

Emily Elvey: I knew you were gonna ask me this. I'll be honest. I've had a lot of conversations with the team recently and I probably am thinking about this in the same way that I used to feel about Gorgeous. I would have said to the Gorgeous team here in APAC for a long time that I wouldn't buy their product because it wasn't ready. You know, they didn't have phones integrated for a long time. They. They had social media, but they didn't have other platforms and Zendesk did. So I couldn't justify taking clients to Gorgeous because they didn't have all those BAU features. So until Klaviyo and the KService Suite have those BAU features. It's not something that I would advise to small, medium to big business. I'd say small, small entrepreneur. Absolutely. Great. It's really good that you can lean into some of those features, but at this point in time, I don't feel like it's ready.

Nathan Bush: We're keeping an eye on it, but it's not.

Emily Elvey: As you are listening in five years, you never know. You never know, you never know. Yeah, that's why this is exciting.

Nathan Bush: It is, isn't it?

Emily Elvey: For so long I was so resistant to those AI agents too. Now I spent my whole life building them every day.

Nathan Bush: All right, well, what's the secret to a good AI agent that doesn't piss people off?

Emily Elvey: Okay, first thing is make sure that you are linking a tone of voice document to it. Whatever your brand team and marketing team have built from a tone of voice document, upload that as a PDF in the background. Yes. You can say like, is it friendly or you know, professional or whatever, but that's not enough. Like it's not going to sound like you and your brand and the terminology that a team would use if I was standing there physically with you in a store until you give it that information. So definitely that number one, Number two is don't just set this thing and forget like it's learning, like we're learning and you've got to keep at it. It's sort of like your flows in email marketing. You can't just set them one day and then leave them. You've got to go back and you've got to keep going. So definitely say that is your approach there.

Nathan Bush: Invest some of the time that you used that you saved in answering queries, in continually training the machine.

Emily Elvey: Absolutely, absolutely. Your customer service manager should effectively own looking after it like it looks after every other team member that you have in your business. That one just, just doesn't talk back.

Nathan Bush: Yeah. Doesn't have sick leave.

Emily Elvey: Absolutely not. You have a one on one with it every week and make sure it's still working and look at its results in comparison to your wider team and you know, is it handling certain types of queries around returns better than your team and if so, what can we learn from it and implement that into the wider team or vice versa? You know, the team's doing something, you know, maybe slightly out of policy, maybe slightly differently in a different order. Great, let's go back, let's retrain, let's sort that out. The next thing I'd say is it can't do everything and don't expect it to, and nor should it. There's things it's going to be really good at, but there's absolutely moments where you need a human and human interaction.

Nathan Bush: Okay, so what are the things that you found that AI agents are really good at and what can't they do yet?

Emily Elvey: I would say those simple things like the track my order, lodge a return, not just send me a link, like actually lodge the return for me. Provide me with, you know, sizing information. You know, what's the length of this dress in a size 10? What bust measurements should I get if I'm this size? Like, it can house that information. It doesn't even have to be shown on the website. It can house all of that in the background to give that information out. But when it comes to that sales side and before we talked around, like, can you turn this team into a revenue driving engine? Yes, you can. So let the team do that. There's definitely recommendations it can provide, but in terms of styling and saying, like, okay, well, I'm going to this event and it's black tie, but, you know, I'm going for work. So, you know, I maybe want to cover my shoulders and, you know, I don't want to wear black because it doesn't look great on my skin tone. So I'm not really sure what colors to wear. Is the AI agent going to answer that? Absolutely not. You know, that's a meaningful conversation that you're going to have with someone where you can provide them options. They can feel really confident and powerful in their apparel and then off they go. And that's a great relationship you've had.

Nathan Bush: So just to challenge that, that thought, if we've got customers using GPT or other engines to ask those questions.

Emily Elvey: Yes.

Nathan Bush: And we're saying that our agents can't answer them. Are we missing an opportunity?

Emily Elvey: Yes. It's still very much so in its infancy phase. Like, it's. It's not at the level where GPT is, to be honest, and even still

Nathan Bush: unexpected to do what it can do.

Emily Elvey: And even if it's got GPT stashed in the background, it's still not leveraging it all in the same way, because then it's also reading your whole product catalog. So it's still getting stuck on certain things. Even if we look at GPT this weekend, I asked it to help me find a tennis necklace in gold that was like actual gold, waterproof, not too long. And I just got sent the same three recommendations over and over. And then when I said, okay, like, great, but what about this? I still kept getting the same recommendations and then the same recommendations. So before I said, like, it's constantly evolving, it's constantly changing. You know, the tech I loved back then is not the tech I love now. This is the same. And that's why you can't just leave it, because there's going to be more layers.

Nathan Bush: And if you think about it the other way, the data that it has access to, not just from a product perspective, but from that customer's perspective, past purchases, addresses, even maybe browsing behavior, you can go deeper on that personalized level rather than the external data, right?

Emily Elvey: Absolutely. The amount of things you can plug into the background are phenomenal. So. So I've worked with a client recently and they often restock their products. They're a fast fashion women's apparel brand and we were finding that products were selling out and about 30 to 40% of their inquiries on a weekly basis were, when is X product being restocked? Crazy. There wasn't a way of us getting those dates anywhere, like in Shopify anything. We could get them at a product metafield level. But they were changing too quickly and it was too much for someone to update. So what we have done is we've exported out a list from their system that the buying team supports and uses, run all of those dates, and then it gets uploaded to the AI agent each week on a Monday. And look, it's not every day. It's not a perfect system, but it reads the products, it reads the dates, it reads the sizes and the colors. And we've set it up so that if someone says, what date is this thing being restocked? It will read through all of that in a PDF format, tell someone a date and then add information on either side. So let's say the date was 1st February. It would read that. And we say like if between the 1st and the 14th, say the start of February, if between the 14th and the 31st, say mid to the end, and then it provides mid to the end for the mle dress to the customer.

Nathan Bush: And that's kind of going back to what you're saying at the start. Right. Is work out where your most common queries are and then have those solutions, even if they're not perfect. No, but if you can knock out a good proportion of them with what you've got.

Emily Elvey: Absolutely.

Nathan Bush: That's a huge win.

Emily Elvey: Yeah. And then that's our job, you know, like, my job is to have a constant dialogue with the tech partners, like that's why it's so beneficial for us to be partners for the tech brands, because then I can say, hey, this is something that we have built. This is the impact it's having for a brand. What if we built, you know, a little bit more into this in this area, you know, what if it could read the product Metafield so we didn't have to go through this uploading, downloading thing, then how would that look, you

Nathan Bush: know, and wave your magic wand as a request for a customer service team. At the moment, on behalf of customer service teams all over Australia, what are you wishing for?

Speaker C: The market is shifting, costs are climbing and the pressure to do more with less is very real. But when resources are tight, you can rely on Shopify, the platform that's consistently

Nathan Bush: first with new capabilities.

Speaker C: Shopify invests significantly in R and D and drops more than 150 updates every year. Evolving with you and absorbing complexity so that you can focus on what moves your business forward from AI powered insights to the world's best converting checkout. Shopify is designed for the next era of commerce, helping you sell more, scale faster at future proof your brand build for what is next with Shopify. Visit Shopify for Enterprise to learn more.

Emily Elvey: At the moment I have a bug bear that you can't clone AI agents in most of the platforms so you've got to build them individually on individual sites. So if I have a US instance, an au, a rest of world in the uk, I've got to build you four, which is fine, but it's not great. Yeah, yeah, you can clone an email onto a different Klaviyo account or yeah, you know, if we should be able to do that too.

Nathan Bush: As you're building out these agents with the teams and the team need to be involved. How do you manage that With a customer service team who I could imagine a lot of them see the writing on the wall that they will either be replaced or redeployed as a lot of the manual work in customer service doesn't become as needed. How do you manage that? Because you need them to help you build it, but at the same time you want to assure them that they've got a role and they've got a part to play.

Emily Elvey: Honestly, monitoring it and managing it and updating it is a full time job in itself and that's great. You know, there's definitely a path in the future where in a customer service team there is an AI agent manager that their whole job is exclusively around looking after that agent because you can spend all day in there doing that. Especially if you've got multi instances, you know, that's four bots rather than one or 10 or however many you've got. So there's definitely a world in which those roles and a customer service manager exist as well. But like we said at the beginning, having that phone call with someone is still really impactful and really meaningful. There will be certain verticals in the market that use more AI than others. There'll be others that don't, you know, things like personal care, home care, you know, disability care, hospitals. There's a lot of areas where we still need to have conversations with someone or that the AI doesn't quite land just yet. So there's always going to be a place for this. I don't see a world in, in which it doesn't provide that.

Nathan Bush: Has it significantly impacted the move to offshoring, especially for Australian businesses? Are you finding that less companies are relying on offshore or is offshore as important as it always was?

Emily Elvey: I think it's as important because, you know, there's no two ways about this. It is financially responsible for a business to have a split team. From a cost perspective, if anything, it's probably reduced the number of agents offshore that we need. And you know, that's a difficult conversation to have, but that is the reality of it because the processing times are so fast and so quick. But if you are expanding your business and going international, there's always going to be an element of the AI agent can handle so much and it is absolutely scalable and great for businesses that are growing because it does scale with you. But we also then need, when it can't handle and it does hand off who's there for it. We still need someone in each of those time zones, so our offshore teams will still be applicable. You know, it doesn't need to be offshore in the Philippines, it can be offshore in Kenya, it can be offshore in the uk, it can be offshore in the us. You know, there's definitely huge elements to that team that still need to continue overseas.

Nathan Bush: Yeah, okay. And then speaking of overseas, you've worked in brands that have, you know, you mentioned it before, have four websites for different territories. We've spoken about Australians being fairly relaxed and polite with customer service. Are you finding the same in other markets especially? I'm most interested in the US and the UK markets. Cause that's where most of our listeners seem to be looking at or expanding to. What are the key differences between these three markets when it comes to customer service expectations?

Emily Elvey: Okay, the U.S. let's start there. So in the U.S. their expectation is that everything is overnight, like two hour Amazon overnight delivery from wherever. Like a lot of the 3 PLs are based out of, you know, southern states like Texas and beautiful places in the south. So the expectation is that it's there the next day. So if we say the terminology express shipping here in Australia and that's expressed from here to there via DHL as an example, that's not express in the US Express is next day or two hours. So being really conscious of things like that, like terminology that can get you in hot water really quickly is really true. So that's probably the biggest bugbear for our US customer is shipping times and expectations. They grew up with Amazon. So that's what you're competing with. Sometimes we talk about competing with it here in Australia, but it's nothing to the extent that it is in the US Yeah. The other thing I would say for the UK is there regulations around returns, refunds and like the consumer regulations acts which we obviously have here with the accc. But there it's at a whole nother level of detailed and heightened and those policies get thrown around quite a lot with the consumer because they have them and they exist and they're pretty prevalent in the state. So I would say, you know, if you're not a brand that offers refunds at the moment here in Australia because we have different regulations, that's okay. But make sure that you know that you have to over there and that you have a plan to segment those two parts of your website. If it's the same one you're using markets or, you know, how are you going to personalize that so that you don't end up in a situation where different information is, you know, seeded across the site, that's definitely important and that will be the what your majority of interactions from the UK will be about too. So really interesting how different they all are.

Nathan Bush: Yeah, amazing. I want to pick your brain on returns and refunds. We've obviously seen huge shifts. I, I think it's gone under the radar. How big shift has been on returns and refunds in the last 24 months. We're talking post Covid. We're not even talking Covid. I think I saw a stat the start of the year around 90% of Australian brands no longer offer free optional refunds. As in change of mind policy. That would have been unheard of pre Covid. It was just kind of one of those things. Just like free shipping was an expected thing 10 years ago. Like why Would anyone pay for shipping? Now it's like, why would anyone pay for refunds? And here we are. What's your view on that in terms of charging people for change of mind refunds? Do you think it's a business necessity or do you think it's impediment to conversion?

Emily Elvey: Honestly, I think it's a business necessity at this point in time. I just don't think that there's a way that we can get around it. I've seen some brands like Cropshop Boutique does free change of mind purchases for their first order with a customer. And I think that's a really good way of, of kind of creating rules that work for you, but also really conscious of your consumer. Because if someone's never purchased with you before, you know, there's a whole myriad of reasons they may not like it and you know, it's their first time. So let's be a little bit more lenient with them. And that can just be set up from the get go. It doesn't need to be something that then the team, you know, offers manually that can just be set up from a rules perspective. I do think I don't actually see a large amount of pushback around those fees. And that's coming from me being in the tickets. Like when I work with a client, like I'm writing back to a customer service ticket or I'm standing on the shop floor because I have to experience the customer and their experience to understand how we can make that different and make that better. So from everything I'm reading across so many accounts, across so many shop floors, I'm not seeing a huge amount of pushback. So if someone is sitting there not quite sure if they can pull the trigger on that. Yes, there'll be, you know, some, there's always a few, but the large majority, you know, are not phased. I think our, especially here, like our consumer that we talked about before, they're pretty understanding, they get that, okay, well I'm doing an exchange or I'm doing a credit note, so I'm not being charged. But if I'm asking for a refund, then I will be charged. Like I get it.

Nathan Bush: I saw something really interesting on the booty checkout today in that they've got an add on at checkout which is $2.95 upfront free returns. Oh, so you can kind of pay upfront a nominal amount knowing that you can have that change of mind refunds or you can pay a larger amount afterwards.

Emily Elvey: Interesting. I'd love to see what the Uptake on something like that is like how many people are clicking that box.

Nathan Bush: Yeah, it's just different way of thinking about it. It is changing direction entirely. Em. I put a call out for people to join me and the Thread Together team on a technology advisory and you put your hand up and thankfully you did to help out. And you stood out amongst so many people in those applications because you were so customer focused. And even though we were talking tech, we had a lot of nerds, a lot of very smart people putting their hands up saying we can fix systems and we've got some great people on the team who can do that. But you stood out from a customer perspective. Why is that organization so important to you? What do you get out?

Emily Elvey: I just think that it's the right thing to do. I just can't separate myself from that. And it's really rare that as someone that works in retail that we are largely consumers and consuming goods. You know, like whether you work for a B corp or whether you work for a sustainable eco friendly brand. We're still creating waste and we're still consuming and we love consuming, otherwise we wouldn't be doing this. But there's a way that we can do that in a better way and service a market that's in need. I think the way that thread together go about what they're doing is really meaningful. There's a lot of empathy in the way that they work. They're really conscious of the end user, as we would call it, or the actual human at the end that gets that T shirt or that pair of track pants or that pair of leggings. And the impact that that makes on someone is really key. When I decided that I wasn't going to go and find another retail brand to work for and that I was going to step out on my own and have my own business. One of the reasons was because if I worked for one business and we had 200,000 people in our Klaviyo account, I could only impact 200,000 people. Whereas if I worked for 10 brands that each had 200,000 people, the impact I could have was a lot more meaningful. And that's what makes me do this. Like it's because I truly believe that we use a retail good, whether that's apparel, whether it's beauty, you know, whatever the actual product is, we use that to create something meaningful for someone. And we may not realize that it's meaningful, but it is. Because if you look at it from a psychological perspective, the reason that someone's purchasing is a Lot more than just, you know, I need a new lipstick today.

Nathan Bush: Yeah, well, you make an incredible contribution already. We're only, gosh, three months in and we've gone deep into customer tagging already, which is, I had a little sly smile on my face when we were talking about tagging VIP customers because we've been talking in a lot of depth around that recently and your expertise has just carried over so well in bridging. That gap between customer experience and in this case is customers who are maybe domestic violence victims, homeless flood victims, whoever's in need of a wardrobe for a bit of dignity. Your knowledge and experience and care is just so important to making sure that people get the right clothes. So it's an incredible impact that you're making. So thank you very much for your efforts there so far.

Emily Elvey: Thanks.

Nathan Bush: To wrap us up, if I'm a founder or an E commerce manager listening to you, and I'm hoping that they've got a notebook of tips and ideas that they can action straight away. I'm sure they do. What would be your advice to them, Things they could do immediately to get a better view on how their customer is feeling about them right now?

Emily Elvey: If you've never done any customer journey mapping, I would highly recommend that. And when I say customer journey mapping, I don't just mean, you know, signs up on website, gets email, gets follow up email, starts getting campaigns, maybe purchases, maybe gets another one. What I mean there is what are the channels and avenues where someone finds you? You know, do they find you from shopping in a supermarket, do they find you from media, do they find you from a referral? You know, what are those avenues and what is someone feeling when they then get referred to you and then they go through the purchase journey and the sign up journey. But then what are the feelings that they're going through at those points in time?

Nathan Bush: I love that because customer journey mapping people are like, I'll go into the data and then I only do it at a high level. I'm not as detailed as you. But when you quiz people to go, oh yeah, cool, this all makes sense. This is the journey. What's your customer feeling here? People like, no, they almost get a freak out face.

Emily Elvey: Absolutely. Of course they do. Because that could be uncomfortable if we're thinking, oh, they're not happy, they're upset or you know, the thing got crushed on the way there, you know, that's not a good experience. So we don't maybe want to talk about that as much. So definitely say customer journey mapping, but from an Emotional perspective. The other thing I would suggest is making sure that your entire team has some kind of KPI or soft KPI around the customer. Is it that everyone's actually responsible for NPS or csat, whatever it is and how they are going to impact and improve that metric? Because as I said at the beginning, all of those elements of the customer experience go towards the retention of that customer. So that means every department needs to be responsible in some aspect. Yes, your customer service team is the gatekeeper of that experience, but they're not the be all and end all.

Nathan Bush: Yeah, I'm a big fan of people being KPI'd. To spend a day, a half a day in the customer service team. Every quarter, half, whatever works for your cadence, but actually getting in there and answering queries.

Emily Elvey: Yeah, that was going to be my last thing. Spend some time on the shop floor. Oh, don't be sorry. It's great. Spend some time on the shop floor. Like go to the shop floor. I recently started working with a menswear client and we talked about me going to be on the shop floor as part of our auditing process. And I'll never forget the look on the board members faces where they said, wait, you go and like on you go on the shop floor. I said yes, because like, how will I know your customer if I'm not on the shop floor or I'm not standing there picking and packing the orders or especially as the businesses get bigger, you know, like once you hit that, you know, 90 to 200 mil phase as a founder, you can become quite removed from the daily operations and that's natural and that's great because that's part of growth but, but we need to kind of take ourselves back there every now and then.

Nathan Bush: It reminded me of a time that I was working with a very large retailer and they were designing their brand new office and I looked at the plans and I was on their management team at the time and looked at the plans and I was like, they had their customer service team but it was hidden way out the back and in the corner of the office. It was a lovely building. It was nice, like it wasn't bad, but it was right in the corner of everything. I said, pick up that customer service team and put them right in the middle of the room where everyone has to walk past them every day. Because I think it's just such a great thing for people to get exposed to the noises and the rhythm and the chaos that's coming out of a customer service team because it says so much around the mood of customers. If you get that vibe every day.

Emily Elvey: Absolutely. And all those things I just listed could just seem like anyone listening? Like, oh, that's so basic. Like, like, where's the real meaty stuff? But are you actually doing it? Yeah, like, it does seem basic, but are you spending the time to actually do it? Would be my next question. And if you are, well, you're above most, my next layer to that would be, how are you gluing all of your customer data together from all of those elements of the customer experience? Like, yes, you might be looking at your customer reviews data. You know, if you're using a reviews platform, yes, you might be looking at customer service tickets, but how are you actually gluing those together? Like, you can use a whole bunch of free data tools that glue through things like customer service tickets and reviews and returns altogether so that you can see, you know, someone left review then. Yes, Created return. Like you can see that in real time. And look at that. Because that is the true single source of that customer and what they're experiencing. And you'll notice patterns pretty quickly.

Nathan Bush: Yeah. And we have the tools to do it in retail because there's nothing that shits me more. The companies with the most money, the telstras, the banks that don't do it, the insurance are the ones that don't do it. They have no idea who you are every time you call up and you're starting from scratch every time.

Emily Elvey: I know. And isn't that funny? Because they're the only businesses that have like the cco, like the chief customer officer and the head of customer and like they're the businesses having those roles out there for your customer service manager that grows into that role one day, yet it's still so disjointed.

Nathan Bush: And as retailers, we always scrap it together, don't we?

Emily Elvey: We always do a cut above the rest, I reckon.

Nathan Bush: Em, thank you so much. Next 12 months for you. I know you're consulting with some of the biggest names in Australian retail at the moment around improving that customer experience and customer service. Where's your focus going to be?

Emily Elvey: For me, it's perfecting AI agents. They're good and the ones we've been building over the last six months are very good, but there's still more to go, so I'm really focusing on like, perfecting those to the nth degree and keeping an eye on that new tech, you know, like, shout out to gorgeous, I love you, but Klaviyo is coming for you. So, like, I want to Keep my eye on the prize over there and like, just keep up to date with that tech. You know, even if you're just watching from the sidelines and you don't use customer service tech day in, day out like I do, that's still interesting to watch because that's us progressing as an industry. And that, to me is exciting. You know, regardless of the outcome. That is amazing that there's, you know, two businesses going for it and that they're really trying to innovate in the space. That can only mean good things for us.

Nathan Bush: So good. Em, we didn't even get a chance to talk about some of your other reports. Everything from the report that you did on tariffs that you presented at Retail Fest all the way through to your articles on loboos. If, if people want to stay in touch and learn more about what you do, what's the best way to do so.

Emily Elvey: So definitely reach out to me on LinkedIn. I love a chat, as I hope is blatantly obvious.

Nathan Bush: Just be careful. She'll call you straight after you leave.

Emily Elvey: She will, but not leave a voicemail. Very different things. So definitely message me on LinkedIn, like, jump on the website. Feel free to book some time. Like, I'm always here to chat. I think that's something that I really value in our space, is making sure that we can connect over whatever, wherever, whenever. I like to make sure I'm giving back as much as I possibly can. So anytime I you can reach me, please feel free.

Nathan Bush: Em, you're amazing. Thank you for joining us on Add to Cart.

Emily Elvey: Thanks for having me.

Nathan Bush: Well, if you weren't nervous about Black Friday Cyber Monday now, then maybe you will be. Most of us, we've done it multiple times, right? Been through multiple Black Friday Cyber Mondays. We know what to expect. We know that the chaos is coming, that the tickets are coming, that the customers are coming, hopefully. And. And we need to be prepared to be able to serve them effectively. I have no doubt that you've got two or three tips out of that episode with Emily to empower your customer service team and make sure that your customers get the best possible experience at this crucial time, especially those customers who might be experiencing your brand for the first time. All right, here are three lessons that I think were the most important to take away from this conversation with with M. Number one, go back and review those policy and returns pages before peak. It is probably the most boring tip out of any of them from this episode, but they're pages that just get overlooked. But when you think about it, they're actually on every page of your website. And as M said, up to 80% of your customers will read your returns and shipping policies before checkout. It may be that there's just silicon stuff in there, like some spelling errors or some missed addresses that actually don't have a huge impact. But there may also be some big things such as time frames on delivery, costs of delivery, and some key policies that could really shoot you in the foot. If you haven't updated them in the last 12 months, make sure you go back and review them because they are really, really important documents when it comes to setting the expectations for customers, especially in this peak season. Number two, ensure that your customer service team have a clear view on your VIP customers and a way to prioritize their queries. If you've got a standard tech stack, M laid this out pretty clearly. Make sure that you tag them automatically using Shopify Flow, maybe take those top 20% of customers, customers who have spent more than $300, $500 1,000 from you in the last 12 months plus a tag, and then feed that through to your customer service platform where then they will create their own tag to be able to create a view of those queries from those customers that you need to action first. That is such a strong tip to make sure that those people that have a lifetime value with you get serviced first. If you're not doing that, M's giving you a really, really clear path forward. And thirdly, the last thing that I want to emphasize from that, and it's not innovation, but take your customer service team out for dinner, maybe pause for a bit of cake for morning tea, get on the barbecue, cook them up a lunch, whatever it is, just show your appreciation before peak season starts. All of these things add up and I can bet that your customer service team probably feel like they're the last ones thought of. Constantly think about what they're doing. They're the face of your business. Every day, all day, they're at the front line with your customers, defending your brand, making sure that customers leave happy they do an extraordinary job. Make sure you are constantly elevating them, acknowledging them and holding them up as the important team members that they are. So if you haven't shown them a little bit of love lately, get out in that barbecue and do it before peak season kicks in. All right, if you enjoyed everything that we talked about today around customer service, make sure that you go and join our add to cart community. Because there we have over 500 e commerce professionals who are in the community who love talking about customer experience and customer service. You can ask any questions, especially around those tech stacks and maybe how we set up tagging and ask others how they do it. So if you want to join, head on over to add to cart.com au join the community. It is free and available now. We will would love to have you in there. And of course if you're listening on Spotify, YouTube or Apple, make sure you hit that subscribe button. If you're feeling really generous, leave us a review, but hit that subscribe button so we can come and give you more episodes like this every week to help you and your e commerce business grow. See you next time.

Tagged

  • Customer Experience and Retention
  • Leadership and Culture
  • Operations and Logistics
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