50 Ways to WOW Your Others – Tip #2: Make a New Plan, Stan

Continuing with our “Idea A Day” series, we come to…

Tip #2: Make a New Plan, Stan!

50 Ways to WOW Your Others, create WOW experiences

Help someone else achieve their dreams.

Use your contacts, connections or specialized knowledge to help them accomplish a part of their plan they can’t do on their own.

It’s a wonderful feeling to help someone else accomplish one of their dreams… even if you’re only a very small part of it.

Someone else’s dream may be at a standstill because they don’t know who to contact, or don’t have the connections or knowledge to help their dream progress forward.

And often that tiny little piece of the puzzle is the one that enables all the rest.

 

Remember, you can also:

Please leave your tips and suggestions for helping others achieve their dreams.

 

Posted in Communication, Leadership/Employee Engagement, Podcast: 50 Ways to WOW Your Others, Rule #4: A WOWplace is Innovative, Creative & Fun! | Tagged , , , , | Leave a comment

50 Ways to WOW Your Others – Tip #1: Slip Out the Back, Jack

Lots of people enjoy getting quick tips they can read and instantly implement.

Since, my webinar and podcast “50 Ways to WOW Your Others!” is so popular, I’m posting the tips here on my blog. Subscribe to this blog (if you’re not already subscribed) to get one per day – or you can get all the tips at once by:

 

Let’s get started!

Below is Tip #1 (and yes, the first 8 tips follow the song lyrics… after that, we get creative!)

Tip #1: Slip out the back, Jack

50 Ways to WOW, leadership, customer service

Do something anonymously.

Not every WOW has to be acknowledged or recognized. In fact, sometimes the BEST WOWs we can receive come from surprise (and unknown) sources!

I know of a family that gives Christmas presents to a needy family every year. They get their children involved to buy, wrap and deliver the presents.

They look for an opportunity to “deliver” the presents when the family will be home, but not necessarily going in and out of the house where they could inadvertently see their “Secret Santa’s.”

Once they know the family is home and seemingly staying inside, they quickly fill porch, knock on the door and slip away unseen. But, they stay around (hidden from view) to enjoy the reaction from the family!

 

So, find a way to do something anonymously today – and watch how exciting it can be to create a “secret” WOW for someone else!

Remember, you can:

Please leave your tips and suggestions for secretly WOWing others below!

 

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3 Tips for Creating WOW Customer Service Through Organized Systems!

Customer service; systems

Customer service demands great systems!

How bad is it that our lawn service company came by recently and knocked on our door to “sell us their services” because our lawn was in such bad shape?

First, it’s unreal that our lawn looks this bad.

Second, it’s even more unreal that our lawn service actually sent a guy to our neighborhood to sell door-to-door without bothering to tell him whose door to avoid because they were already customers!

Third, how embarrassing was it for the salesperson at the door to not only realize that his company was so disorganized that he didn’t know we were customers, and that he had inadvertently “trashed” his own company’s service?

Unfortunately, they’re not alone in their disorganization.

Our air conditioning service company constantly calls us (multiple times) every year… to schedule our annual maintenance service… right after we’ve had it done. (sigh) They’ve even asked us, “Who installed this system for you?”

“Uh… you did!”  (double sigh)

Here are a few tips (beyond the obvious one of being much better at your job!) to help you design and implement a system that will help you be (and LOOK) more organized and keep your customers happy :

1. Invest in a CRM (Customer Relationship Management) system

… and USE it! (Sounds basic, right? But how many companies don’t have them, or don’t use them, or don’t enforce their use?)

Nothing makes a customer feel LESS VALUED than having someone approach them and ask them to become a customer!

Investing in some type of contact management system that will help you list your customers, keep tabs on what’s happening with them, and allow you to print a list – by location – that you can give to salespeople, so they don’t go to those very customers and ask them to buy your service.

If you can’t afford an expensive CRM system, at least use Outlook or some other free or relatively inexpensive contact management system to enter, track, and sort customers on various criteria so you at least look like you know and care who they are.

However, investing in the system and then not using it – or allowing your field personnel to NOT use it – is just a waste of money. Be sure to use the systems to get yourself organized.

 

2. Give your field technicians a way to report in and capture information on the customer visit, as well as a trigger mechanism for “outlier reporting” (reporting that identifies those who fall outside of acceptable limits of service or performance).

Nothing makes a customer feel LESS TRUSTING than having a sales representative promise to do a customized job, personally-supervised by exceptionally knowledgeable people – and then having the company destroy their (possessions, investments, you name it) before their very eyes.

Yes, here’s the part I omitted: after getting us into a one-year contract by offering a discount (yes, shame on us… our mistake for falling for it and getting into a contract), they proceeded to destroy our front lawn.

When we called to ask about it, they knew nothing about it (even though it was obvious when our “technician” treated the lawn that something bad was starting to happen), refused to come out right away to check it out, made us wait until our next appointment (at which time our technician told us it was a watering problem – so we began watering more… even though we thought it was chinch bugs)…

we then had more of the lawn die, and THEN had a different technician come out and tell us it’s NOT watering… it’s chinch bugs!!

So, this tip does concern your systems; you must ensure that your field technicians can and do report what’s going on at the customer’s location every time they visit! Put a “trigger” into the system to report any customers who have unusual or problem issues, so someone else can check into it and ensure customer satisfaction before a problem gets too big.

Of course, this tip will only work if the field personnel are competent, observant and diligent about using the systems.

If this second factor had been in place, we probably wouldn’t have lost our lawn because the technician would have noticed that something was happening before it went too far.

 

3. Use systems to calculate your full and complete cost of goods and then give the customer a fixed price that represents their full investment.

We were quoted a monthly (or annual) price for our service, which we thought included everything. However, after we began, we started getting phone calls: now you need aeration (it’s an integral part of keeping your lawn healthy): that’s an additional $129. Oh, now you need a new chinch bug treatment: that’s an additional $29. Oh, now you need (enter service here): that’s an additional (whatever the cost!)

Here’s the rub: nothing makes a customer feel MORE TRICKED than being “nickel-and-dimed” to death after signing up for the service.

In their efforts to look like a low-cost provider, service providers sometimes “omit” certain services from the regular treatments, but then add them in later as “necessary” to allow them to do their job properly.

Really? If they are necessary, here’s the tip: Add all of the costs into the price you quote, and let the customer make an informed decision up front on the true cost of the service! Believe me when I tell you that most customers will not be favorably inclined to order and pay for extra services later, simply because they hadn’t been told about them up front. In fact, when that happens, customers resent them.

But if you are honest with customers up front about the true cost, and they make the decision of their own accord, they will not resent it – in fact, they will be thankful that you were honest with them AND provided the service you promised!

Customers are OK with you making a profit, as long as you’re reasonable and honest with them about your price and your performance… and then  deliver on your promises!

It’s simply a matter of respect.

… not only for the customer, but for the people you put into the field. Field technicians cannot possibly feel good about doing a bad job because they don’t have the knowledge, training or tools to do it better… and sales personnel could certainly live without the embarrassment that the sales rep above endured when he appeared at our door, trashed his own company, and then asked us to become new customers.

Following these few simple tips can help take your customer service – and your business – to unimaginable heights… but only if leadership enables it to happen by implementing and enforcing proper use of systems that will help everyone in the organization to be more organized, more service-oriented and more up front and profitable.

You may not be able to do everything at once – who can?  But, which one of these suggestions will you implement first?

Let me know! I’d love to hear your ideas in the comment box below.

 

Posted in Customer Service, Leadership/Employee Engagement, Rule #2: A WOWplace is Respectful | Tagged , , , , , | Leave a comment

WOW Customer Service – What’s the Right Choice?

Customer Service - what's the right choice?Choice #1: Call late or no show?

  • The plumber
  • The appliance repairman
  • The paver installer
  • The house painter
  • The tile installers
  • The furniture delivery/installation crew

Almost all of the above tradesmen have been a “no-show” on us. One came at a different time than promised (but at least he showed up), and one came early in the morning (with only 1 hour’s notice after promising we’d be given a 4-hour window on the business day before – a call we never got)… and that’s just in the last 6 months!

I don’t know if I’m just requiring more work to be done on my house lately or if things are deteriorating at a much more rapid pace than in the past, but we (and many other people we know) have experienced an ever-increasing rash of these kinds of discourteous experiences from tradespeople we’ve called to do work at our homes.

Often, when we call, we get excuses. One said, “The time got away from me;” one was actually honest enough to say, “I forgot” and then apologized. But most have not even addressed the fact that they no-showed, and consequently, never even apologized!

We’ve often sat around all day waiting for these people to come or at least give us the courtesy of a call. When we called the latest one to find out why he’d no-showed the day before, he did apologize and say, “I’m sorry – we got way busier than we thought and couldn’t get it all done in one day. And we don’t like to call people late in the day.” (at 6:30 p.m.?)

And when the next day comes around, we still didn’t hear from them, but had to call them again. Were they even going to try to come again to keep their promise? Or would they have just let it go, and only make another appointment if we called back? Or would they have just shown up that day, without an appointment?

What is going on? Everyone is busy; I get it. And things happen; I get that, too. The disturbing trend I’m seeing is that many businesspeople (and I’m using this term very loosely because this is no way to do business!) seem to feel that “no-showing” for a job is preferable to calling the customer and telling them they won’t be able to come, or at least explaining why they haven’t made it yet and then apologizing and setting up a new time for the next day.

Choice #2: Do what the customer asks for – or do what you feel like doing?

Here’s another disturbing example of a tradesman disrespecting a customer, this time by ignoring what she requested and just doing what he felt like anyway. A friend of mine recently requested a quote from an electrician to convert and repair about 30 light switches in her home that were old and giving her problems. The one electrician who bothered to call her back (of THREE she had called) told her he’d give her a quote to repair 20. She replied, “But I’ve already told you there are about 30 of them, so please give me a quote for 30.” He again said, “I’m going to give you a quote for 20.”

What? He gave her no explanation as to why he would not quote what she asked, and after a frustrating conversation with him, she hung up, not knowing if he was going to give her a quote for 20, 30 … or if he’d even call her back at all! So, after calling three electricians and having only ONE call her back, she still doesn’t have any source for fixing her electrical outlets!

By the way, this is the same friend who recently had to wait 4 months to get her kitchen re-tiling job finished… a process that was so painful that when I asked her if she knew a tile installer I could use, she refused to recommend him, even though his work was good when he finally got around to finishing it!

Some Thoughts to Keep in Mind:

Maybe it’s that people have so much business right now that they don’t care how badly they treat the customers they can’t get to. But here’s something to keep in mind:

  1. That may work while customers are plentiful, but people will remember that disrespectful treatment and when business slows down, these tradespeople may be left scratching their heads and wondering where all their work went. It will definitely not be easy to recover and they won’t be able to do it with the people they’ve treated badly when their business wasn’t needed.
  2. All of the repeat and referral business those people would have given the tradesmen if they’d been treated well have now gone elsewhere… as well as all their repeat and referral business and all their repeat and referral business… on and on down the line. This could be quite a considerable group of people to have lost business from.
  3. It’s a matter of common courtesy and respect! With all the talk about respect lately, how can anyone feel that it’s acceptable to treat others in this manner? Ignoring someone is disrespectful! Breaking your promises is disrespectful! Even calling late is disrespectful… but is it less disrespectful to at least call (even if late, and by the way, 6:30 is not that late!) or to no-show and even not call the next day?

A Suggestion:

In the case of the people who thought 6:30 was too late to call:

  • I’m guessing that by 5:00, they already knew they probably wouldn’t make it to our home that day. And even if they didn’t know that for sure, by 5:00 they did know that they’d kept us waiting all day. That fact alone should have prompted them to call and at least apologize for that.

Lessons You Can Use to Differentiate Yourself and Create a Competitive Advantage:

  1. It’s becoming more and more apparent that keeping your promise to even show up or call if you don’t can be a tremendous differentiator for many tradespeople. Brainstorm with your teams about ways to communicate with customers more efficiently and proactively. If the tradesmen can’t call customers themselves, find a way to get someone else to call them. If there is no one else who can call them, look to technology and mobile apps to quickly notify a customer of the status of their request, so they don’t feel ignored or forgotten. The quicker you can find a solution to this problem and implement a bit of common courtesy into the equation, the quicker you will be able to create WOW customer service… and with WOW customer services comes higher and higher levels of business success.
  2. Always do the right thing – show the same respect to others that you would want shown to you. Skill or competence in your job does not overcome disrespect and discourtesy. It doesn’t matter how skilled you are, if you don’t call the customer, don’t show up or make them wait forever (often with their house in disarray) – you may get paid for that ONE job, but you probably will not get others from them, nor will you be referred to their friends and family.

The moral of the story:

Don’t let short-term success allow you to become cocky or arrogant and disrespect potential customers because that kind of behavior could cause you long-term problems when you need customers in the future… and they won’t be there for you because a) they remember how badly you treated them when you didn’t need them, and b) they’ve found someone else in the meantime who is now getting all the initial, repeat and referral business that should have been yours.

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The Nuances That Create Customer Service… or Customer Nightmares

With all the customer service knowledge, advice, articles, blog posts and other tools out there available for us to use, you’d think customer service would be improving as a general rule. There are “pockets” of exceptional customer service, with some companies doing an incredible job much of the time, as well as others that have moments of brilliance in this area. But overall, I don’t know about you, I think something is going dramatically wrong with service in many companies.

It may be that technology is changing at such a fast pace that companies can’t keep up; it may be that employees are disengaged and just don’t care; it may be a failure of leadership to connect and inspire their teams to reach higher…

Or it may be that we’re not paying attention to the little nuances that can make or break a customer experience… and the solutions don’t have to be complicated!

Being a former systems analyst, I put on my “Analysis Hat” to discern the large issues and small nuances behind this trend. Here’s what I see in my work with clients and in my own personal experience (all true stories) – and the issues fall into four main categories:

COMMUNICATION AND TRAINING ISSUES

The proper policies are in place, but sales and customer service representatives either don’t know about them, or don’t know them well enough to use and/or communicate them properly to customers.

Take the example of the cashier at a golf pro shop who couldn’t ring up a customer purchase because the login system had been changed the night before, but no one had told him that his password had changed. When he arrived (very early) the next morning, he couldn’t do his job – and no one was around to help him until later in the morning when others started to arrive at the golf club.

Or the example of the cell phone sales rep at a very large retail store who told me that the cell phone plan I was considering covered the entire U.S. without roaming charges. But when I asked for a map of the covered areas, it only showed the southern part of the East Coast as being covered. Despite my concerns, he still insisted that HE was right and the map was wrong! When I still didn’t believe him, he shouted across the store to his supervisor (in an effort to prove he was right and to embarrass me for questioning him), “This (plan) covers the entire U.S. right?” To which his supervisor replied, “No, it doesn’t! It only covers the Southeast U.S.”

How about the example of the home improvement store salesman who told me I could get 1 year of free interest on both my kitchen countertops and kitchen flooring, when the flyer clearly indicated that one department was offering 1 year interest-free, but the other was only offering 6 months interest-free? When I questioned this, he said, “Look, I’ve been here for a long time and I know what I’m talking about. Trust me!” (Boy, have I come to dread those words!) I still didn’t trust his verbal word, so I asked him to put it in writing, which he did… he even signed it! I happily checked out my purchases, all under the 1-year interest-free plan. Two weeks later, I got a call from the company. They told me that a mistake had been made and I wasn’t entitled to 1 year interest-free on everything; it only applied to part of my purchase. When I told him that the salesperson told me everything was covered, he repeated another phrase I’ve heard all too often: “You must have misunderstood! He would never have said that.” Really? When I told him I had it in writing, there was dead silence for a moment. Then he asked if I’d bring it in, which I did. To the store’s immense credit, they honored the 1-year of free interest on my entire purchase. But if I hadn’t gotten it in writing, I would have been out of luck.

SYSTEMS FAILURE/POOR SYSTEMS DESIGN

Take the example of the office supply company whose website had a problem in the middle of my order. I called to resolve the issue and the representative told me that my office supply portion of the order had gone through but the technology-related portion had not. I re-ordered the VERY EXPENSIVE technology items I wanted, only to be double-charged on my credit card for those items; I also received two of each! When I called back to find out what had happened, I was told that their systems couldn’t handle both parts of the order on the same screen, and that the first rep hadn’t checked the technology screen to verify my full order (or didn’t know he had to check another screen); hence, he thought the items weren’t there and had me re-order them. Thankfully, my credit card had enough credit on it to handle the purchases, but I then had to waste another hour getting it resolved. The final “kick in the teeth” was that until I returned the duplicate items (paying for the returns myself) and they had logged them into their warehouse, I wouldn’t get a credit back to my credit card… a process which took about three weeks, tying up a lot of my credit unnecessarily and costing me time and money in the process.

LOW EXPECTATIONS

When associates are part-time, summer help, or other non-full time sales employees in very large organizations, there is often a mentality that “they will not be here long, so don’t invest a lot of time in their training.” The problem is that, even if they are there only for a short time, they can do a lot of damage to your reputation, customer experience, and current/repeat/referral sales. Their lack of knowledge comes off as indifference, incompetence… or worse, even dishonesty. And who gets the bad rap? Not the part-time employee who will soon be gone! It’s the company whose reputation (as well as their top and bottom lines) suffer.

One big part of the problem is that these part-time workers are often not “in the loop” on company communications – either their e-mail addresses are left off the distribution lists or they don’t check their e-mail often (because they’re not there all the time). Hence, when leaders rely on e-mail as the sole communication vehicle, important messages get missed and the employee cannot perform their job properly. This is what happened in the example above of the cashier at the golf pro shop: he was a part-time worker who had left work the day before without realizing he had to check his e-mail every day, and thus missed the fact that the system had changed overnight (of course, this wouldn’t have solved the problem of discovering his new password, but that’s another – training – issue).

Also, when leaders do not have high expectations of their workers, the workers themselves lower their performance. Not only does it set the wrong example from the top, but workers feel that if leaders don’t care enough to expect the best from their people, why should their people give 100%? Further, if leaders are behaving this way with their teams, how are they behaving in their own positions? They’re probably not giving 100% in their own jobs, either – because anyone with a high work ethic demonstrates that work ethic in every situation… not just in select ones.

Take the example of the telephone customer service representative who, when I made a suggestion to improve one of their processes, said, “Well, I can tell them, but they won’t do anything about it – they never do!” WOW – talk about low expectations! This company had apparently ignored suggestions often enough that workers stopped even trying to help!

A LITTLE BIT OF ARROGANCE

In the above stories, I see a trend in which store employees get a little bit arrogant and unduly upset at being “questioned” about their knowledge. Let’s face it, we all make mistakes. Isn’t it better to double-check and return confidently to confirm what you claim than to create a potential customer service nightmare by alienating a customer standing in front of you at the time… or even worse, having them purchase the wrong thing, only to find out later that it doesn’t meet their needs? Or wasn’t as advertised?

For example, in a restaurant that offered a salad I liked but that had a few elements I didn’t want, I asked the server if I could substitute something. She said, “I don’t think so.” when I asked her to double-check, she ROLLED HER EYES and in a very annoyed tone shouted my question (what is it with the shouting lately??) to the cooks – who promptly replied, “Yes, that’s no problem!”

The upshot is that if we truly wish to serve people, and improve the customer experience, we must:

  1. Put our egos aside, at least long enough to double-check that our knowledge and information is complete and correct.
  2. Stop assuming that the customer must have “misunderstood” or that our team members would never make a mistake. Granted, it is common that a customer does misunderstand (or sometimes just lies!), but team member mistakes also occur, so never ASSUME you know which it is. Simply move forward, don’t try to place blame, and keep the customer as “whole” as possible.
  3. Resolve the problem at our time and expense, not the customer’s. Often, a customer problem is only resolved when they are persistent enough to call back multiple times, repeat their story over and over, and keep trying until a resolution is reached. Find ways to allow your representatives to keep at the problem until it is resolved, so the customer isn’t the one with a new full-time job, just trying to get what they were promised.
  4. HERE’S THE BIG ONE: Leave the disrespect behind: all the eye-rolling, shouting, annoyance, indignance at being questioned and all the other nonsense doesn’t serve anyone. We’re all human – customers and representatives alike… can we all just cut each other a break and behave with respect, even when we’re wrong or we think the other party is wrong?
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The Crucial Difference Between Being Accountable and Taking Ownership

Accountability_Ownership_Image

Many people either consider the terms “Being  Accountable” and “Taking Ownership” interchangeable, or they forget about taking ownership altogether and focus only on holding people accountable for their actions and goals. But there are some very subtle (and highly important) differences between the two that change how we look at them in terms of our own actions, as well as the results we ask of our people.

Accountability refers to what your goals are; taking ownership refers to how you accomplish them.

Rather than merely striving for an overall accountability goal, taking ownership means you do whatever is necessary to ensure quality service every step of the way, so that when all tasks are added together, you not only succeed at achieving the goal, but ensure that each task necessary to achieve it is highly successful in its own right.

For example, this month you may have served 20 people well and reached your accountability goal, but you may have also dis-served 30 others in the process. If you’re focused solely on the goal, rather than on the individual experiences and interactions that comprise the goal, you basically allow yourself to believe that it’s OK not to WOW any particular individual, as long as you get enough people to do what you want them to. It other words, OK experiences (in fact, many OK experiences strung together) are acceptable as long as you reach your goal.

I’m reminded of an experience with a fitness center whose representatives disappointed us at every turn (from pretending not to know about local offers and then suddenly “remembering” them, to not listening to what we wanted and trying to sell us services we didn’t need, to their complete inflexibility regarding how they dispensed information about their services and fees). The topper came when we asked about contracts and discovered theirs was unacceptable, to which the representative replied, “Well, if you think that’s bad, you should see the guys down the street… they lock you in for a LOT longer than we do! At least we’re not as bad as they are!” What? So, let me get this straight: your marketing position is that, rather than being the best choice around, you’re the “lesser of two evils?” This rep may be meeting his accountability goals, but he sure ticked us off along the way… and after talking with friends about this, we discovered we’re not alone.

What does it do to the organization, your reputation and everyone’s success if everyone isn’t focused on creating individual WOW experiences? It’s sort of like being “penny-wise and pound-foolish” (in reverse). In this popular saying, you watch the pennies and blow many pounds… but in our scenario, you watch the pounds (the goals), while blowing many pennies (the tasks that comprise the goals) along the way.

This is especially troubling when you remember that nowadays – in this age of social media – dissatisfied customers can tell 5,000 “close friends” about their experience with you, allowing everyone who reads it to draw the wrong conclusion based on one imperfect experience!

But if you pride yourself on the quality of your work, “Just OK” experiences are never acceptable, and you will work to make each one a WOW, regardless of the status of the goal. By taking ownership for creating a WOW experience for each person you serve, all 50 in our above example will be well served, causing you to nearly triple your goal and setting the groundwork for much higher success in the future!

In other words, success is not about the goal; it’s about how we treat people as we’re striving for the goal. If we treat people well, the goal will take care of itself.

Accountability pertains only to our own job and goals; taking ownership refers to our willingness to help in other areas, even if it’s not technically “our job.”

When we’re accountable for our goals, we’re focused on the goals that pertain to our own little world. But taking ownership means that we’re concerned with the success of the entire organization, not just our own job duties.

As a result, we become more observant and start noticing things that are outside the technical scope of our own jobs. When we notice something that needs to be done anywhere in the organization, we either do it, help someone else do it, or at the very least bring it to someone’s attention so the proper person can take care of it. Taking ownership means refusing to ignore a problem just because “it’s not my job.”

Accountability has a “ceiling” represented by the overall goal; taking ownership has no ceiling or cap because it focuses on individual actions or tasks, one at a time, regardless of the status of the goal.

Once you reach your goal, you can call it a day (and stop trying so hard on the remaining tasks during the period of accountability). For example, once you reach your accountability goal of $20,000 in sales each month, you may do things a little slower, not try so hard to please the next person, or take a little longer returning that phone call from a potential customer. We’re all tempted at times to feel, “I’ve earned a little break because I’ve met my goal.”

But taking ownership for creating a WOW for 100% of my past, current and potential clients – no matter when they call or where I am with respect to my monthly accountability goal – means that no one’s phone calls get put off… even if it means that I call, text or e-mail them just to tell them I can’t speak with them at that moment but will call them soon, so they know they haven’t been forgotten and aren’t being ignored.

Accountability is “forced” on us from external sources; taking ownership comes from within and requires our own initiative.

This is actually a more powerful factor than it may appear on the surface. Because one is forced on us, it has a fairly negative connotation (even though it often does produce positive overall results). The other is based on internal drive and motivation and therefore has a more positive connotation. Whenever we draw upon people’s inner drive and motivation, they often hold themselves accountable – and external accountability becomes merely the final “formality” in the process of achieving our goals.

Relying solely on accountability also allows human nature to work against us, sometimes causing us to “rebel” in one way or another. The story of a young college student I know comes to mind. While we were talking one day, she said something startling. She was telling me about her current grades and number of absences from class and calculating how many more days she could afford to be absent, as well as the minimum score she needed on her final exam, in order to still pass the course! Rather than planning to attend every class and get the best possible grades… period, she was actually calculating how LITTLE she could get away with doing and still get a passing grade!

The same sometimes holds true in our professional lives. If we’re not vigilant, even the most dedicated people can succumb to the temptation to work until they reach the established goal – just to satisfy their boss and keep their job – and then, they’re done. But if their inner drive is activated, and we keep them focused on excellence during each individual activity, they won’t be satisfied with the bare minimum needed to reach the goal; they will strive to be the best they can be on every interaction.

 

The upshot is that both accountability and taking ownership are a two-way street. Neither leaders nor team members can (or should) expect others to do their respective parts in the process if they themselves are not ready, willing and able to do their own.

This means that if a broken process, policy, or procedure is brought to a team member’s attention by a customer, the team member doesn’t just ignore it or tell the customer, “That’s the way it’s done – you’re out of luck!” (I once had a phone rep tell me, in response to my suggestion to improve a process, “I can tell them, but they won’t listen… they never do!” OUCH!)

Likewise, if a similar issue is brought to a leader’s attention by a front line representative, the leader doesn’t ignore them or tell them, “That’s the way it’s done – live with it!”

For example, if a customer calls a contact center and their issue can’t be resolved on the first call, is the rep able to call the person back? Or give the customer a number on which to call them personally? Or pass it along to someone else personally? Can they follow up to ensure it was done, rather than handing it off and forgetting about it? If not, will leaders work to fix that process… or simply let it be, forcing the customer to call back time and time again until they finally resolve the issue through their persistent and diligent efforts… not the company’s?

Here’s the kicker: No one is immune from the process. Taking ownership and holding people accountable only work when both concepts apply all the way up and down the line, with leaders and team members alike being just as committed to taking ownership and being accountable as they expect the next person to be.

So, the next time we hold ourselves or anyone else accountable for a certain goal, let’s ensure that we also take ownership for the highest level of success of every element that comprises that goal, making the goal not only easier to achieve, but highly likely to be exceeded.

What are your thoughts on accountability versus taking ownership? I’d love to hear from you!

 

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3 Great Technology Hacks To Save Time and Effort

Part of creating a WOWplace entails being more productive. And since I’m a techie kind of person, I’m always on the lookout for ways to save time and effort with technology… especially when something is frustrating me to no end. On that note, let me offer a few “hacks” I’ve had to use recently to save me from wasting time and effort re-doing tasks I’ve already done – or even just finding ways around a challenge.

Problem #1. Information doesn’t stay on the clipboard when you copy or cut text in various applications.

I’m noticing a trend lately where I will copy or cut some information I wish to paste into another document – but when I go to paste it, there’s nothing on the clipboard, so it pastes nothing to the new document! This most often happens when I try to copy or cut in one application (for example, Microsoft Outlook) and then paste into another (say, Microsoft Word). However, I find it also happens when going from one message to another right in Outlook! It appears as though simply activating a new application or document causes the information to be lost from the clipboard. And if I’ve already closed the old message or document, the information is gone and I have to re-type it! ACK!!

Tech Hack to get around this problem: I’ve begun opening Microsoft Word and keeping it open all the time, with a blank document open. As soon as I copy or cut any information, I immediately switch over to the blank document and paste it there before I lose it. That way, if I try to paste elsewhere and there’s nothing on the clipboard, I can just switch over to the open document, highlight and copy the desired text, switch back and paste it where I want it. (In order for this to work, the blank document must already be open. If you have to open Word and/or a new document, the information will be lost).

Problem #2. Forgetting the location of your files on your hard drive.

Do you have so many files that sometimes you forget where you’ve stored them on your hard drive? I do! And sometimes the “categories” in which I want to classify them are so close to each other that it’s difficult to decide which to use, never mind which one I DID use several months ago when I created the file.

Tech Hack to get around this problem: Type the full path (file location/folders/file name) in 8- or 9-point font in the footer of your document, so that when you print it, it shows up there. If you need to modify it, send it to others, or do anything else with it, you can easily find it again by referring to the footer on the printed document; it also helps others locate it if they need to find it in your absence. (Of course, this won’t help if you’re not printing the document, but if you are, it can be a lifesaver.) The full path would look something like this: C:/wowplace/marketing/one_sheet.docx.

Problem #3. Video software loses the animations within each slide after importing your PowerPoint slides.

Many people make videos from a series of PowerPoint slides, but if you don’t have Camtasia or another screen recorder that creates a video from the actual slideshow, you must export the slides in JPG format and then import them into the video software. But because they are simple JPG’s of all content on each slide, the video software is incapable of “splitting” information contained within a slide, so you lose the effect of having each point on the slide appear sequentially in the video the same way it did in the PowerPoint presentation.

Tech Hack to get around this problem: Create separate slides with each sequential piece of information as you wish it to appear. For example, if you have three lines of text on a slide, and you don’t want all three lines to appear at once, create three slides, as follows:

Slide 1 will contain only line 1 of the text

Slide 2 will contain lines 1 and 2 of the text

Slide 3 will contain lines 1, 2 and 3 of the text

Be sure to create slide 1 first, then COPY that slide and add line 2 of the text to the newly-created slide. This will ensure that all content on the first slide is in the EXACT SAME SPOT on the second slide, so it will appear as though the only change is that line 2 “magically” appeared on the slide. Then COPY slide 2 to create slide 3 and add the third line of text to it. (You can use this concept with text, photos – anything!)

When you save the presentation, export all slides to JPG files; you can then import all of the JPG files into your video editing software and arrange them in the desired sequence, adding transitions and other effects as you wish. Voila! Manually-created animations… just like those manual cartoon decks where artists drew the cartoons with very small changes on separate pieces of paper, which you would then flip through to make it look like they were moving.

 

Sometimes the smallest things can save lots of time and effort – and I hope these will help you as they’ve helped me.

What are your tech hacks? Please share them below!

 

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The Anatomy of the WOW

Whenever we talk about WOWing our customers, it’s easy to just say, “That was a WOW” or “That was an OW,” without breaking an interaction down into all its elements and every touchpoint along the way. It’s almost never a simple case of one thing that went right or wrong to create the experience.

So, today I’d like to share a story and show you how a simple template I call “The Anatomy of the WOW” can help you identify each touchpoint, the experience for everyone involved, and how to determine where your service recovery policies, prescribed actions, scripts (and more) may need tweaking.

First, keep in mind that at every touchpoint, there are varying experiences for each person/ entity involved: namely, the customer, the associate dealing with the customer, the associate’s manager/supervisor, and the company as a whole.

Here’s the story: A couple booked a week at a golf resort, where they not only booked their room, but also booked a week of lessons at the resort’s golf academy and rounds of golf at their course. On the morning of their first lesson, the couple went to the golf academy, where their bags were supposed to be waiting for them. But only the man’s golf bag was there; the woman’s bag had been misplaced.

While resort personnel searched for the missing bag, the woman was obviously given a set of clubs to use – a very standard service recovery policy. No problem there (other than the missing bag).

However, the woman’s golf glove was in her bag, and without it she risked getting a blister. The associate working with her didn’t have authority to give her a glove. They tried to find the manager to authorize the “gift” of the glove, but no one was around, so the associate offered to sell her one from the Pro Shop (it cost $30).  She declined… and the inevitable happened. She got a blister. The associate got her a bandaid, and then took it upon himself to give her a glove (without authorization) to prevent another blister, hoping it would be OK with the manager when he told him about it later.

The following day, they did find her bag and glove, and the manager did approach her to apologize and tell her she wouldn’t be charged for the glove. But what had happened by that time? Rather than the gift of the glove creating a WOW, which would have been the case if she’d been given it right at the start of the problem, the situation became a matter of, “Well, it was the least they could do!” simply because no service recovery policy was in place to allow an associate the ability to use his judgment and do what was right. After all, the couple was spending thousands of dollars at the resort in one week… what was a $30 (retail) glove compared to that?

Also, what happened via word-of-mouth that night, when they were dining with many other customers who saw the bandaid and then heard the “OW!” version of the story, rather than the “WOW!” version? And what of the many friends who heard it when they returned home?

This golf resort is an excellent one, and they believed they had the proper service recovery policies in place to handle any situation. But without examining each incident for small improvements that can be made, even excellent companies can miss opportunities to WOW their customers.

What’s more, they miss opportunities to allow their associates to participate in – and feel good about – their service. Look at the template below that outlines each party’s experience at each touchpoint of the interaction (click on the image to make it larger so you can read it):

Anatomy of the WOW_complete

 

 

 

 

 

 

 

The upshot is that if we want our associates to even try to WOW customers, we must provide them with the tools, policies and procedures that allow them to do so. Examine your service and service recovery policies. Analyze each interaction. Where can it be improved – for anyone (and everyone) involved?

Don’t allow your associates to be embarrassed during an interaction, only to have a manager or supervisor “swoop in” and save the day, leaving the associate red-faced over his or her inability to create a WOW (or even just to prevent an OW) right from the start… while also allowing enough time for a customer to spread an OW version of an experience via word-of-mouth, rather than the WOW!

 

Posted in Anatomy of the WOW, Customer Service, Leadership/Employee Engagement | Tagged , , , , , | Leave a comment

Are Your Salespeople “Practicing” on Your Prospects?

One of the things we stress for anyone who wants to create a WOWplace is giving people the proper tools and training to succeed at the highest level in their jobs. This is true for every position throughout the company, but probably the most critical for customer-facing jobs, such as sales and customer service. And while in most positions, OJT means we can do a little live “practicing” without real detriment to the business, when we allow sales and customer service reps to go out there and “practice” on live prospects and customers, it can cause real harm to the employee, the customer, the company’s reputation and its top and bottom lines.

Case in point:

I just got a call from a very nice young man who wanted to sell me a subscription to a well-known international directory. But within 1 minute of beginning the conversation with him, it was painfully obvious that he was new and very unfamiliar with the scripts he was supposed to use with prospects. In fact, by that point, he had already said the word, “um” so many times that I got really distracted from everything else he was trying to say.

Then, when I asked him what I thought were probably some pretty standard questions, he clearly didn’t know the answers, which increased his “um’s” even more as he scrambled around to find some kind of answer to offer.

On the flip side, this young man obviously had potential because although he was unprepared for the “technical” questions and answers that occurred on the call, he did a couple of things VERY RIGHT!

What he did RIGHT:

  1. He was personable and carried on an actual conversation, rather than simply launching into his script when I answered the phone. I felt he actually listened to what I had to say and was trying his best to answer my questions, even though he obviously hadn’t been told to expect them.
  2. He responded appropriately when I said things that were outside the script, such as “I’m pretty busy today because I’m getting ready to go out of town.” Most reps, when confronted with a comment outside the script, pause awkwardly and then return to the script, as if their prospect hadn’t spoken at all.
  3. Also, to his immense credit, he paid attention to that comment… and then he remembered it, and ended the call with, “Have a safe trip!” WOW!  I wished I needed the service he was selling because that RIGHT THERE was a WOW, since so many reps pay so much attention to the script that they forget there is a human on the other end of the line – and they miss the opportunity to make a human connection!

What could have used some work (and where his company really let him down):

  1. He was obviously too new at both this company and the position of telephone sales to be successful. Neither his comfort level nor his communication skills were up to the task at this point.
  2. He didn’t really know what he was selling and was unprepared to answer even the most basic questions about the features of the product
  3. He didn’t know how the product would benefit his prospect, but didn’t want to sound like he didn’t have any answers, so he fumbled around and started obviously making stuff up… this is a normal human reaction to the embarrassment of being put in a situation like this, but yikes!

What companies can do to help people succeed in similar situations:

  1.  Assess your candidates’ communication skills. Give them a quick test of their “ums” and “ahs” by having them read a test script with someone else to mimic a live telephone situation. Have their phone partner ask them a question (it doesn’t even have to be feature-related), and watch how they respond. Are they comfortable? Can they come up with competent answers? All I did was ask the young man what the credit report associated with his directory was, and what it did. I also had to ask what he was selling (because he hadn’t made that clear), and he was uncomfortable throughout all of it.
  2. When you give them a script, make it succinct and easily understandable. Include all standard questions that prospects might ask, so reps can easily answer them. Give them time to study the script, the questions and the answers. The worst thing that can happen is for someone to be unable to answer a simple question. It makes the rep sound incompetent, or worse, untruthful.
  3. Re-test their skills after they’ve had time to study the scripts. If they’ve had some communication challenges that seem to be related to a lack of knowledge rather than a lack of ability, re-testing them after their study period will let you know which it is. If it’s a lack of knowledge, the skills should increase (and get better with more practice); if not, it may be an indication that this is not the right candidate for this position!
  4. Add little hints and reminders to the scripts to help them remember to be human… not robotic! Encourage them to use the script as a guide, not as a word-for-word (never-to-be-varied-from) shackle. Who wants to be spouted at by someone who obviously doesn’t care who you are (you’re just another number to them), what you need (they never discuss it, so how could they know?), and is just powering through a page to get to a “yes” or “no”? No one! Give them the guide and let them use some judgment… and if you find that they can’t do that, then what does that tell you about their suitability for the job?
  5. Don’t put people on the phones right away. Unless they’re already experienced and comfortable on the phone, give them a day or two (or a little more if they show much promise and seem to need a little more practice and time to get comfortable on the phone). It doesn’t do any good to throw someone on the phone when they are obviously uncomfortable

Never forget that the relationship that can be established – or not – on a simple phone call can make all the difference in the world regarding whether that call ends in success or disappointment.

So, is it wise to throw 100 people on the phones, immediately and with little or no training, only to lose 90 of them within 2 weeks because they get destroyed by their failure to have any positive experiences or make any sales? No. The turnover costs alone could kill you. And how many prospects and sales are they losing due to their discomfort alone? Think about it: if a company can’t even get a sales rep to sound competent, how “safe” will the prospect feel in giving the company their important business?

It is much better to put 50 people on the phone who are well-trained and prepared to be as successful as possible, right from the start. They will establish more relationships, feel better about themselves, and make some money for themselves and the company… a win-win-win situation!

Side note/brief case study: Lest you be tempted to think there are an unlimited number of candidates available to cycle through your positions and be tossed aside when they promptly fail – or that there are an almost unlimited number of prospects they can call to buy a product or service (which, if it turns out to be the wrong one, hurts future sales and referrals)… consider the example of someone I know who is phenomenal at getting people to do things; he can talk almost anyone into almost anything. The problem is that he doesn’t know his own industry, doesn’t train his people, doesn’t ensure that he’s recruiting the right people, doesn’t serve his customers well (because he doesn’t know his business)… I could go on and on. He also got caught up in the mistaken mindset that there were so many people available that he’d never run out of new prospects. But after a few years, it caught up to him; no one bought from him a second time, no one referred him to others, and anyone who had ever taken a position with him had left and refused to refer other candidates or even purchase his services. He has now gone through 4 different careers (that I know of) and has developed an unfortunate reputation within his community.

Having been in sales myself, my heart goes out to all salespeople. It’s hard enough to get the courage to call others and offer your services. However, my heart goes out even more to the ones who are sent into the lion’s den unprepared.

The best thing a company that is taking all the time and effort to hire and train people to work in a difficult position such as sales, can do is to implement the best practices above to help them and their employees succeed, so they’re not “practicing” their way right out of a position… or the company right out of business.

 

Posted in Communication, Leadership/Employee Engagement, Rule #3: A WOWplace is Human... Not Humanoid! | Tagged , , , , , , | Leave a comment

Orange County (FL) Sub-Contractors Create a WOW

wow customer service, WOWplace, Sandy Geroux motivational speaker logoI always like to offer real-life examples of how to use the WOWplace templates to create exceptional experiences for customers and co-workers.

Well, here’s an example from Orange County, FL sub-contractors who WOWed both my husband Bruce and me yesterday. This example fits perfectly into the template I call “The 1-2-3’s of Doing More Than Appease” – here’s what happened:

Last week, Orange County hired sub-contractors to replace the sidewalks in front of several homes in our neighborhood. They finished up last Friday, and the sidewalks look great.

However, our sprinklers came on (overnight) on Saturday night, and when we went outside on Sunday morning, the driveway and lawn were soaked, and water was still dribbling out of the system. My husband dug up the area to find that the sub-contractors had inadvertently broken one of our buried sprinkler pipes, which had then gushed out who-knows-how-much water overnight while the system was on.

We called Orange County bright and early Monday morning to ask what could be done to rectify the situation. Here’s how their WOW fits into the template (as a reminder, the template is based on 3 questions we can ask in any service situation):

1. What can I do now? (This is the bare minimum and is usually done, to appease someone, even if not in a WOW manner.)

What Orange County did: When Bruce called, they immediately said they’d take care of it and have someone get back to us. Less than 5 minutes later, as Bruce was telling me about his call to the County, the phone rang… the County was already calling back to say they would send the sub-contractor back out to fix it that day! Then, just as Bruce was hanging up from talking to the County rep, we heard a noise outside. We looked out and saw a truck and 5 guys outside our home, already taking care of the problem! (Apparently, the sub-contractors were in the area and came right over to fix it immediately.)

2. What else can I do now? (Most people ask and answer the first question and consider their job done; but to create WOW experiences, we must go further, to this second question.)

What Orange County did: The speed of their response was WOW enough, but the sub-contractors even went further than that. Not only did they replace the pipe, but they replaced the sprinkler heads with new ones, even though the old ones weren’t damaged. They wanted to give us brand new ones for our “inconvenience.”

3. What else can I do later… or FOR later? (This final step is where we cement the WOW experience and go way over and above.)

What Orange County did: Here’s where it gets even better! When we turned on the system to test the pipe and sprinkler heads to be sure everything was working and nothing leaked, one of the men noticed that we had a broken sprinkler head in the middle of our lawn that was spraying water everywhere (occasionally the lawn mower hits them and breaks them). Even though they had nothing to do with that, they said to Bruce, “We have an extra sprinkler head with us. Do you want us to replace that one for you?”

And then, it even gets better than that! When we asked about the wasted water and what it would do to our water bill, the County said they’d take care of any overage in our bill that showed up as a result of the water loss!

WOW! Within 15 minutes of making our initial call, we not only had the problem fixed, but another problem we didn’t even know about (and would have had to pay for separately) corrected, as well. And, we were also assured we didn’t have to worry about the water bill that would result from the problem.

Their attention to detail, competence at their jobs, and observation skills all contributed to the WOW they created for us. And while many people have all those skills, not everyone does something about them… or tries to go above and beyond even what’s technically their “responsibility.”

Accidents happen, even to the best of us.  But it’s what we do when things go wrong that often say more about us than what we do when everything goes according to plan. Kudos to Orange County and their sub-contractors for hiring people who not only do their jobs well, but who care enough for others to go above and beyond their “formal” responsibilities to help them out… and think ahead to prevent even one minute of worry on the part of their customers.

 

Posted in Customer Service, Rule #4: A WOWplace is Innovative, Creative & Fun! | Leave a comment