ciCEI
&
OneTD

Appreciation:
today

eCards/Connections to partners:
Help to remember legendary moments

Relationship-building,
great for partner did-wells
coaching

cc TDW TM: counts/coaching

Hashtag-themed competition

monthly winners for best
eCards/Connections SENT

Teams, peers and TMs to find WOW
moments within WO (WOW moment/eCard)

share within the day or week

monthly WOW champions

Encourage participation
Lead by example

Link to CEI and Legendary themes

Reward:
past

CEI leadership group

WOW train

monthly campaigns

Reward focus

Superman

Saves the day

Crisis focused

Wayne Gretzky

Consistency

Commitment

Excellence

Ownership

Recognition for nominators

Foundation

Disney

"It's not my fault but it is my problem"

3 o'clock parade

CEI Customer Journey

Retail, BKS, TDI, TDW

Huge strides in short time

Accelerating pace

KYC

Retail turnover

Lean hiring, big impacts if a SME FA leaves:
manage customer volumes, time demands

Challenge assumptions

Kelseys vs Canoe

Defines their expectations of us

CEI impacts

See what they are learning today

ex. HEAT

TD Tube

Warm welcome

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Partner and customer

What is their goal?
What are their pain points?
What are their stressors?
What are we doing well?
What's on their horizon?

Welcome resource with advice,
education to help our customers

"Changing behaviour is a journey not an event."

Communication
& CEM

Lync

Retail loves it

Easier than being on hold with a customer in office
for less complex requests

Aligns with TD's Click to Chat focus

Training: CEM approach

Stretch opportunity: sharing screens?

trouble shooting

ex. emails you receive

dread vs. excitement

what are the differences?

CEI/WOW/Thank you: Legendary email: recognition

End of phone calls

"Fond farewell"

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