Showing posts with label Customer Rights. Show all posts
Showing posts with label Customer Rights. Show all posts

MOVING TO ACTION: THE FOUR BASIC STEPS


1. Explain the action you will personally take to correct the situation.

2. Thank customers for bringing their concern to your attention.

3. Follow through and follow up.

4. Give the customer a freebie. Always say ...

• “We don’t want to make promises we can’t deliver. Here’s what we can do: ...”
• “Here is a possibility: ...”
• “You can ...”
• “We do have ...”
• “I’ll check into this right now and get back to you before ...”
• “There is an alternative: ...”
• “What options have you already considered that I may be able to assist you with?”

HANDLING IRATE CUSTOMER 105: SAYING NO WITHOUT GETTING PUNCHED OUT


Handling Irate Customers 105: Saying No Without Getting Punched Out
1. Review the Principles Driving Your Team’s Customer Service Mission
2. Introduce the Lesson
SCRIPT: Let’s face it: Sometimes we just can’t give customers what they want and so we haven’t any choice but to say no. However, if we say this bluntly, we may trigger even more anger in the already irate customer. Today you’ll learn how to deal with such a situation by developing “option skills.” These skills can be used whenever we have to say no politely and professionally, but they are particularly important to use with irate customers.
LEADER’S NOTE:
3. Explain and Discuss the Skill(s) to Practice
SCRIPT: What are option skills? They are problemsolving tactics based on two things:
• First, a thorough knowledge of the alternatives. What can we offer when we can’t give customers what they want? And I really mean “can’t” because we’re bound by necessary policies, regulations, and restrictions.
• Second, these tactics are based on positioning statements that help us say no professionally by communicating that we’re really offering assistance, not resistance.
Today we’ll focus on the alternatives and the positioning statements that you know already exist in the business. These are additions to our “always say” lists from past training.
LEADER’S NOTE: You may want to discuss alternatives during the next team meeting if it becomes obvious your team has knowledge gaps. That discussion may result in another information tool.
For this lesson, do a sentence-completion exercise with the “always say” list, focusing on one statement at a time. Offer an example of an alternative to a product, service, policy, regulation, and so on. Then ask your team to add others. Advance to the next statement and repeat the process.
Here are two examples:
• “We don’t want to make promises we can’t deliver. Here’s what we can do: We can have that item delivered to your home by 6:00 p.m. on Friday.”
• “We don’t want to make promises we can’t deliver.
Here’s what we can do: I’ll contact my manager to find out what leverage I have to reduce the price and give you a volume discount.” 
SCRIPT: These positioning statements involve more than saying the right words—you must also be aware of your tone of voice, your eye contact, and your body language. Does your tone, eyes, and body say, “I can’t
wait to get rid of you?” Or do they project a sincere interest in resolving the situation? The words are important, but equally important is how you deliver them.
Do customers hear and see “Go away”? Or do they hear and see “Yes, I can help you”? Let’s practice that right now.
4. Conduct a Team Activity
LEADER’S NOTE: Using your business as the background, create three or four scenarios in which irate customers can’t find what they want or don’t like what you have in stock. If available, use video clips that would fit this theme. Have the team practice responses, paying particular attention to their tone of voice, eye contact, and body language. Coach them on projecting the “Yes, I can help you” attitude.
5. Set Goals for the Week
LEADER’S NOTE: Tell members to find as many opportunities this week as possible to practice positioning statements with customers and one another. Ask peer leaders to role-play scenarios with each team member
and, if video equipment is available, to tape the role-plays. Videotape will allow members to check their tone of voice, eye contact, and body language.
6. Assign Accountability for Follow-Up
LEADER’S NOTE: All members are accountable for practicing. Ask them to be prepared to report their experiences at the next meeting. In addition to this (or optionally), select video clips of individual training sessions as examples of “dos and don’ts.”
7. Announce Contest and Prizes
LEADER’S NOTE: Determine whether a contest is applicable for this session.
Announce the Final Exam
After you have presented and reinforced the five-part “Handling Irate Customers” series, announce a “final exam.” Depending on the team’s size and the testing format you choose, the exam may fill one or more team
meetings. Here are some possibilities:
• Give a written test with questions such as:
— What are the four calming skills? Give examples of how you’ve used them this past month.
— How do you acknowledge a customer’s anger?
— Give examples of how to say no professionally. How have you used those examples during the past month?
— What are some of the “never says,” particularly when you’re dealing with an angry customer? What are some alternatives?
• Give an oral exam in which you ask members to respond to questions like those above in front of their peers.
• Engage each member in a role-play in front of the entire team.
— Ask peer leaders to prepare scripts and play irate customers with various complaints.
— Set up the scenarios in such a way that each member has an opportunity to practice several of the tactics they learned.
— Examples of scenarios: “A customer has just walked in, angry with a purchase he made. You’re the first one to approach him. What do you do? What do you say?” “Imagine you have already acknowledged the feelings of an irate customer who was given misinformation about a product or service. What do you do next? What do you say?”
— Allow 5 to 6 minutes per team member, videotape them, offer coaching on the spot, and use videos for follow-up coaching sessions.
Whatever method you choose, make final-exam time fun, upbeat, and meaningful. Also use it as an opportunity for recognition, rewards, and celebration.


Handling Irate Customers 105: Saying No Without Getting Punched Out
Option Skills
1. Alternatives
• What are the alternatives?
• How do we position them?
Remember: Assist. Don’t resist.
2. Positioning Statements
Always say:
• “We don’t want to make promises we can’t deliver. Here’s what we can do: ...”
• “Here is a possibility ...”
• “You can ...”
• “We do have ...”
• “I’ll check into this right now, and get back to you before ...”
• “There is an alternative: ...”
• “What options have you already considered that I may be able to assist you with?”
ASSIGNMENT OF THE WEEK
Practice the positioning statements with customers and one another this week. Be aware of your tone of voice, eye contact, and body language. Tape a role-playing session with your peer leader.

ROLE OF CUSTOMER SERVICE


The Internet and mobile/wireless technologies, which have become fundamental parts of our lives, have caused an unparalleled shift in the balance of power from companies to their customers. Consumers, armed withinstant 24-hour access to information, not only are reshaping the products that a company offers and the distribution channels it uses, but also are demanding a higher level and quality of service than ever before.

That power shift from companies to their customers underlies the new customer economy. What counts in the new customer economy? American businesses are realizing that the depth of their relationships with customers and the loyalty of those customers to the company are increasingly linked directly to profit margins and, ultimately, to their overall sustained existence.

Traditional versus Exceptional Customer Service
The very nature of customer service has changed dramatically over the last decade. In the past, organizations provided what could be called traditional customer service.

That is, if customers needed service, they went to the organization’s customer service department. The implicit message to the customer was ‘‘This department is the only place you’ll get customer service in this company.’’

Today’s customers, however, expect something more than traditional customer service. They want a company and its employees to exceed their expectations, demonstrate that the organization cares for them, and work immediately and decisively on their behalf. To be precise, customers today demand exceptional customer service.

To that end, a successful company recognizes that its competitors may easily be able to copy its products, its prices, and even its promotions, but competitors cannot copy an organization’s employees and the distinctive and exceptional service they provide.

Each time customers come in contact with an organization, they get an impression of service and the overall products they think they will receive. Everyone in an organization touches customers. The employees’ behavior and attitudes affect how the customer feels about the company. As the customer service representative (CSR), or frontline person who deals with customers on a day-to-day basis, you come to signify all that your company stands for—both good and bad. To the customer, you are the voice and personality of your organization. Customers who experience exceptional customer service will come back for more. They will be less likely to shop around as a result of how well you treat them.

T I P
Always strive to improve your overall service by focusing on the small details of each transaction. It will mean a lot to the customer and make a difference in total customer satisfaction.


Multichannel Customer Contact Points

As a customer service representative, you will serve customers in several situations, typically known as contact points. For example, customer contact occurs in person, on the phone, through written communications, or online.

To the customer, it doesn’t matter where the interaction takes place. What does matter is that the frontline employee, the CSR, takes ownership of the problem. The CSR must apply the Golden Rule or other course provided by the organization’s values statement and must follow it through to the satisfactory outcome expected by the customer. This is not difficult to do, provided that the CSR has all the knowledge, tools, and authority needed to take care of each customer’s problem in a positive way.

A caring, friendly atmosphere and quick resolutions to problems create positive points of contact. Clean, neat surroundings—whether in an office, a store, or a restaurant—say, ‘‘We pay attention to details because we value them as important to our success.’’ Accurate invoices, prompt shipments, and returned phone calls help convey a positive impression to customers.

On the other hand, examples of negative points of contact include letting your phone ring five or six times before answering it, leaving the customer on hold for two or more minutes, and not replying promptly to an e-mail request for information. This translates to the customer as ‘‘We don’t value your time.’’ Long lines, out-of-stock items, faded signs, and unclean surroundings are other ways to leave an unfavorable impression about the company and its product or services.

Any successful company strives to make sure that all its points of contact with customers are positive ones. In the final analysis, all customers deserve exceptional service at each point of contact, regardless of the means they use to seek customer service.

TWO CRUCIAL MOMENTS WITH A CUSTOMER


Hello/Good-Bye

We’ve been tough taskmasters throughout this book, urging you to do everything right and to never let up. We’ve drilled in the value of putting in exceptional effort, day and night, with your customers. But there is a place for shortcuts in customer service, too. We mentioned that concentrating on certain crucial emotional moments with your customers is your guarantee that you’re putting your efforts where they make the most difference—where they lodge most vividly in memory.

We covered one of these crucial emotional moments, service recovery. Now we focus on the other two: hello (your greeting) and good-bye (your farewell).

Hellos and good-byes are beginning and end points, the two highest positions in what memory researchers call the serial position curve. In a list of items or events, they will be remembered most easily. If you want to prove this to yourself, follow in the footsteps of memory researcher Elizabeth Loftus and give a friend a list of items to remember—let’s say turkey, salt, pepper, tomatoes, pumpkin, cheese, milk, oregano, chili powder, butter. Odds are good that the first and last items (turkey and butter) will be the ones most easily remembered.

The same is true for hellos and good-byes. Handle them superbly, and you’ll reap a disproportionate dividend in what ‘‘sticks’’ as a customer’s opinion of you.

Timelessly Time-Sensitive Greetings and first impressions have been uniquely important to human relationships for thousands of years. Odysseus’s son Telemachus knew that first impressions matter: ‘‘[H]e glimpsed Athena now and straight to the porch he went, mortified that a guest might still be standing at the doors,’’ writes Homer.

Fast-forward a few millennia to postcard-perfect Bar Harbor, Maine, where Chris Cambridge owns The Scrimshaw Workshop, a gift shop perched next door to an immensely popular ice cream shop. Chris understands the importance of a good ‘‘hello’’ as well as the ancient Greeks: While customers at other shops are greeted with a ‘‘No Food, No Drink’’ sign, or, at best, ‘‘Please Finish Your Food or Drink Before Entering Our Store,’’ Chris bucks this trend. Imagine how many more customers Chris wins by upending this norm with this welcoming (and brave) statement:

YES! YOU MAY BRING IN YOUR ICE CREAM CONES
—Just be careful of their drips.
To make sure you get the idea that his store is a welcoming place, Chris added this in a smaller font: P.S. We love your dogs, too!
In many businesses, it’s a front desk receptionist, host, or other human greeter who welcomes and bids farewell to visitors. So, it’s crucial that the person in this position conveys a warm welcome and a gracious, heartfelt farewell; the handling of these two moments is key to your brand’s image. This is why inbound and outbound reception is best handled by a skilled, trained, and motivated veteran with great customer-focused traits. It’s why we recommend against treating reception as an entry-level, stepping-stone position—because, whatever you call it, ‘‘First and Last Impression Creator’’ is among the most important positions in your enterprise.


Which Level of Service Do You Provide?
Let Them Know from ‘‘Hello’’
One of the first things a greeting does is convey the level of service a customer may expect from your establishment. Are they going to get non-compliant service, compliant (reactive) service, or anticipatory service?

Non-compliant service (‘‘Can I get some water from you, please?’’ ‘‘Uh, there’s a vending machine down the street.’’) will push away customers every time. They asked for a glass of water and received nothing—except a grudging set of directions. (In fact, non-compliance is such a wretched level of ‘‘service’’ that we’ve given our readers the respect of wasting very little.)

Compliant service (‘‘May I have some water?’’ ‘‘Certainly. Here you go!’’) is pretty much the baseline for the contemporary business world. It doesn’t offend customers, but it won’t win them over either. Compliant service can be well-executed, but it’s not going to build loyalty for your brand.

Anticipatory service (‘‘Welcome. It is such a hot day today. May I offer you a glass of water?’’) is extremely rare. But as we’ve discussed, this is where customer loyalty is created. When customers’ wishes are anticipated, they get to bask in the magical feeling of being cared for. That feeling creates loyalty, which builds strategic value for your company. So, if you can tip your hand at the front door that this exceptional level of service is what they can expect—if you can manage to literally ‘‘have them at hello’’—you will predispose your customers to think well of you throughout the rest of the service experience.
Greeted properly and warmly, a customer will be less sensitive to minor issues later in the encounter. A good greeting enhances subsequent human interactions and can—significantly—affect a customer’s perception of a physical product that is offered for sale.

A crucial aspect of a proper greeting is recognition. What is recognition? Being seen, literally and figuratively: being acknowledged, being welcomed, and being appreciated. Recognition, to cite Danny Meyer again, is ‘‘the number one reason guests cite for wanting to return.’’
When a customer is arriving on a repeat visit, this should be a special type of recognition: that the customer was missed, that his return fills a gap that was there in his absence. Beth Krick, an administrator we admire at a small primary school in Pennsylvania, greets the children and parents every morning at drop-off. So, when a child or a parent is absent for a few days, Ms. Krick is sure to notice, and she commemorates the return with a heartfelt ‘‘We missed you.’’ What a standard for any company, of any size, in any field, to strive for: to give that level of simple recognition to every returning customer.

The Customer May Come in Contact with You Earlier Than You Expect
Remember that service begins as soon as the customer comes in contact with you—but only the customer gets to determine when that first moment is, and it may be much earlier than you think, or would wish. For example, suppose a customer parks his car in a retailer’s parking lot, and the first things he sees are broken chain link fencing and cigarette butts strewn all about. In this instance, the first contact has occurred, unbeknownst to the retailer, who now must struggle to overcome this negative impression.
It’s unfair (the retailer may not even control the lot), but it’s reality. This is why every carefully managed resort pays attention to the arrival sequence: the flowers, the signage, the friendly security guard at the gatehouse, the doorman. By the time you get to your room, you should feel gently transported to another world.

Don’t Rush Your Hellos and Good-Byes on the Telephone
A proper telephone answering sequence includes an appreciative greeting, a clear introduction, and a sincere offer of assistance. Calls are closed with a personalized farewell and a warm invitation to return. In many companies, the opening can be short, but still sweet: ‘‘Thank you for calling L&M Stagers! This is Bill. How may I help you?’’ (But not: ‘‘L&M Stagers! This is Bill.’’) The closing can be as simple as ‘‘Thank you for calling, Mrs. Peterson. I hope your project works out well for you and that you’ll think of us the next time you’re in town.’’

It’s easy to imagine that it takes too long to handle hellos and goodbyes properly. But actually, a whopping six extra seconds per call is sufficient to answer and close the call this way. If you get thirty calls a day you would be investing a full three minutes per day in delivering excellent customer service that will impress the callers—three minutes in the course of an eight-hour work day! So don’t let volume become an excuse for slipshod hellos and good-byes on the telephone.

Serving Disabled Customers Is a Responsibility and an Opportunity, from the Moment You Welcome Them at Your Door
Your facility’s entrance—your visual ‘‘hello’’—is where your attitude toward customers with disabilities is most clearly on display. We understand how in some business settings, after years with nobody in a wheelchair showing up, keeping your ramps clear and in top condition may seem like a service to . . . exactly nobody. But we don’t think of it that way. Instead, we remember that visibly inviting and welcoming disabled clients sends a powerful message not only to them, but to their families, friends, and the myriad others who care about them. It says that you have broken down barriers to entry; you’re on the right side of this issue.
Did you know that the majority of physically challenged customers do not use wheelchairs or scooters? It’s important for you as a business leader to understand the full range of physical disabilities and to become aware of cost-effective ways to make your establishment more compatible with them. Many disabilities are subtle, and you will only understand how to accommodate them if you spend some time studying them. For example, in our aging society a very common disability is arthritis and related (and often very painful) musculoskeletal disorders.

This is a good reason to use ‘‘universal access’’ handles instead of round doorknobs at all of your points of entry, on restroom facilities, and wherever else possible within your facility. It’s also an important reason to make doors self-closing and only lightly weighted. It is a good investment to read some of the best source books on this subject. Directly or indirectly, thousands of dollars have likely been spent—or should be spent—making the ‘‘bones’’ of your facility appropriate for disabled customers; your research will ensure that investment is used appropriately.

Visual and auditory disabilities are also quite common. Make sure you’re creating an unusually positive ‘‘greeting’’ for such customers and their allies, in person and online.
The web has huge potential as an equalizer for people with sight and hearing loss. As a first step, make sure you aren’t inadvertently slamming a virtual door in their faces in any of these common ways:

  • Captchas. These are letters and/or numbers rendered as an image rather than text, in order to require a real human being to look at the screen. By thus separating human and automated input, a captcha can help achieve the very admirable goal of preventing automated hacker attacks. The problem: Captchas are also unreadable by a visually impaired person who uses a screen text reader. This undoes decades of progress in accessibility; if you don’t have a legitimate need to use captchas on your site, don’t. If you do, find a captcha program with an intelligible audio alternative.
  • Graphics without readable alt tags. An alt (alternate) tag, as we’ve mentioned, describes or substitutes for the image when using a text reader. Think of it as a caption. Make sure your web team checks the comprehensiveness and accuracy of your alt tags just as carefully as you proofread your site for, say, dead links.
  • No way to get service except by phone. If a customer who is hearing impaired wants to contact you to return an item, is email offered as an alternative? If telephone-only is your policy (because you’re trying to re-sell them or for some other reason), then you’d better have a well functioning TTD/TTY machine to support special-needs customers. But we recommend including email support for them as well. Of course, barriers to entry can occur at many places other than entry and exit points. For someone using a wheelchair, a single narrow hallway with no reasonable and clearly marked alternate route can botch the whole deal. Here are some other bottlenecks we’ve seen that shout ‘‘I don’t care much about you!’’
  • The celebrated spa that always has a fresh floral arrangement perched on (and thus blocking the use of ) the toilet stall’s grab bar
  • The lavishly renovated espresso cafe—with a juice cooler jutting out to make the turn into the restroom impossible in a wheelchair
  • The railing for a bustling National Park Service gift shop’s ramp that is entirely obscured by overflow merchandise ? The office building elevators that have the slot for keycard access placed high above the buttons
  • The many businesses that put their vehicles and dumpsters in the cross-hatched areas next to handicapped spaces, apparently unaware that this area is necessary for wheelchair and scooter loading and unloading
In addition to the physical aspects of your product, it is important to consider the way your staff interacts with the physically challenged guests they are assisting. Too often we see service workers towering over a guest in a wheelchair or grabbing a visually impaired guest by the arm in an attempt to guide her somewhere (rather than offering an arm for the guest to take). There are plenty of good training programs on the market for how to properly serve disabled customers. It is well worth investing in one.

Turn Your Receptionist into a Predator (Who Kills with Kindness)
It’s okay to be a bit goofy when you’re training your staff: A bit of over-the-top oratory is one of the best ways to make things memorable. For example, here’s a metaphor that Leonardo offers as a silly, imaginative, exaggerated way to explain the job of a greeter: A predator cat loiters, prowls, watches, and waits. Then as soon as something enters its hunting ground, the cat is suddenly hyper-alert, intently focused: Am I going to hunt this? To serve our customers, think and act like that cat. Become as alert as the predator cat does when prey enters its territory. And focus single-mindedly on deciding: Is service called for in this situation?

Your hunting ground is the reception area: It starts at the front door, and extends to the elevator lobby. No customers should ever pass by your area without you focusing on them and being ready to ‘‘hunt’’ them. How many times have you yourself stepped into a building and the receptionist is behind the counter doing her thing, and you have to get to the counter to trigger her attention? That receptionist isn’t acting like a top predator.

If she were, then whenever someone crosses her hunting ground, her instinct would be to scan the area immediately in order to figure out what the movement is. And if it’s the right moment, she would move in to see whether there is something she can pounce on—I mean, someone who needs assistance!
Goofy? Sure. But a dollop of goofiness enlivens the training process. And it adds considerable spark to the daily routine of your receptionists to have a picture in their minds of themselves as predators, with everyone who passes through the reception area evaluated as potential prey.

It’s Google—Not You—Who Decides Where Visitors Enter Your Site. Be Sure They’re Greeted Properly Anyway
Here’s an online conundrum: ‘‘Hello’’ is crucial—but you can’t decide which page on your site your visitors first land on. Google is in charge of where most of your visitors will land. And, of course, Murphy’s Law will ensure that they land on some arcane, highly technical back corner of your website—one that definitely doesn’t put your best foot forward!
Let’s outwit Murphy with this three-pronged strategy:
1. Anticipate that ‘‘lost’’ visitors will arrive (via Google, links embedded in Wikipedia, etc.) on obscure inner pages of your site, and respond by making each page extremely welcoming. Include: ? The name of the proprietor (and often a portrait with some words of welcome)
  • A live chat link
  • A ‘‘first time here?’’ tour button
  • A ‘‘contact me now’’ button

2. Consider paying to reduce the wrong points of entry. There are various ways to persuade people to come in through the front door, as it were. You can use Google Adwords and other pay-per-click options, such as banner advertising on the favorite sites of your prospective customers. Placing your bait carefully in the online waters where the customers you want are swimming is, in many cases, a notable improvement over inefficient ‘‘spray and pray’’ advertisements on television, radio, and general-interest printed matter.
One of the features of targeted online advertising is your ability to control prospective new customers’ points of entry. People who click on such ads can be directed to an inviting and uncluttered page, where you provide the most relevant initial meet-and-greet information. You can even ask for their permission to market to them—in effect, to begin a dialogue with them about their needs and your services. Of course, ask them for the minimum information possible. If you can get the first part of your message across by email, then just ask for a first name and an email address. As always, offer them an easy out. If they want to get to your regular site, make it clear how to do so. If they want to chat or email with you, put those links on this page as well.
3. For visitors who arrive directly at your homepage, provide different experiences for new (unrecognized) visitors than for returning customers—just as you would in the physical world. For returning visitors, welcome them back and invite them to personalize the visit. For new visitors (or ones you can’t recognize), welcome them with a ‘‘new here?’’ screen and invite them to start a dialogue with you: take a guided tour, receive some free information—anything to keep them from wandering off before you have some way to keep in touch.

Taking Control of Good-Byes
Good-byes are often rushed—or skipped altogether. After all, you are frequently so relieved to have gotten one job wrapped up successfully, and to be able to move on to the next one. So a transaction often ends with an invoice.What a wasted opportunity! If your customers are happy, the good-bye is your last, and one of your most notable, chances to bond with them, to add an important final chapter to the service story.
Try to close each interaction with your customer in a way that is memorable and sincere. Too many otherwise-fine service experiences come to a miserable close that consists solely of handing back a credit card or ‘‘OK’’ or ‘‘NEXT.’’ How much hard-earned good will is lost that way? A lot.

So, try to never close an interaction without providing a personalized farewell and an invitation to return. If handled properly, this farewell will be personal, resonant, and long lasting (see below)—but before you move to the closing, make sure you ask a final question, slowly and sincerely: ‘‘Is there anything else I can do for you?’’ If the answer is ‘‘No, thank you,’’ then move to the closing, as follows:
1. Personalize it: Use the customer’s name, for starters. Offer your business card, if appropriate for your type of business. Beyond these obvious things, customize your language to fit this customer’s history with you. For example, if this is the last day of a convention or holiday, add your sincere wishes for safe travel. If you are a retailer, express your hope for satisfaction with the item purchased.
2. Make it resonant: If appropriate, give a parting gift. It can be a lollipop for the customer’s child, a vintage postcard, or a book. An ideal gift is something that is emotionally resonant with your brand as well as appropriate to the customer. Invite your customer to come back again as she leaves.
3. Long lasting: Unless inappropriate for the type of purchase, send a follow-up note. Personal and handwritten is better than preprinted—this is the best $1 investment you may ever make.
A Good-Bye Gaffe
Your good-bye at the end of successfully resolving a customer’s trouble call should never morph into an attempt to make an additional sale. Trouble calls need to be about just one thing: solving the customer’s problem. Customers feel especially vulnerable and dependent on you during these calls, because you’re the only one who can help them. Since they feel one down, for you to sneak in a sales pitch at the last moment can come across as having their arms twisted or being bait-and-switched. Yes, they may buy whatever you’re pitching at that moment, but they’ll often resent you for it later.

The Hazards of Subcontracting Your Hellos and Good-Byes
Be cautious about subcontracting your greetings and your farewells. Of course, subcontracting is often a necessary part of business; properly handled, it can be appropriate and desirable. But such arrangements can also be Trojan Horses, filled with enemies of your cause who ransack the precious goodwill of your customers—sometimes even before the customers quite make it in the door.

We’re being melodramatic in our language about this to make sure you mark our words with special care: The quality of the subcontractor’s entire staff, their selection process, their training standards, their appearance and grooming, their code of conduct—everything—has to be absolutely integrated with your own. From the point of view of customers, if an employee wears the company logo or answers their calls or opens the door for them, that employee is your employee.

To make matters much worse, so many of these subcontractings gone- wrong happen at hellos and good-byes. The rationales do not help: ‘‘Oh, he works for the security company’’; ‘‘Oh, they’re the parking subcontractor’’; or ‘‘I’m sorry she barked at you on the phone—she’s a temp.’’ In essence, such statements are a way of coaxing customers (or yourself ) to accept the idea that ‘‘that is not us.’’ To your customers, such statements are just infuriating baloney. ‘‘If I buy a product from you,’’ explained one such customer, ‘‘and it’s serviced by somebody else you hired, well, I’m sorry; to me that’s your service.’’ And if that rough service happens at an entry or exit point, it is harming a critical, emotion-filled moment that has a strong hand in shaping your customer’s perception of your brand.

When a Botched Welcome Isn’t Your Fault, You Still Need to Fix It
A botched hello or good-bye can occur in spite of your best intentions. Your staff still needs to recognize and address it—before it colors the customer’s entire experience. Hospitality veteran Jay Coldren tells of an incident that made an impression on him early in his career. Jay had recently started as a manager at a wellknown country inn and restaurant when a couple from Pittsburgh drove up for a three-night stay to celebrate their twenty-fifth anniversary.

The trip had been arranged a year in advance; the couple had read the chef’s cookbook together before they set out; waxed up their car so they would arrive in style; even packed up a special picnic to enjoy on the four hour drive. Together they had enjoyed scheduling nearly every last minute of how they expected to spend their visit. But unfortunately. As the staff unloaded the luggage, our female guest said to her husband, ‘‘Don’t forget my hanging bag.’’ Her husband looked into the trunk and came up with a horrified expression on his face. Apparently, she had left her bag beside the car in their garage assuming he would pack it, but he never saw it. At this point, she pretty much fell apart:

This poor woman was checking into one of the most expensive places on the planet with nothing but the clothes on her back! As the doormen and I tried to figure out what to do to make this couple happy, one of the staff who had been there a lot longer than me drove up to the front of the inn in the company car. I looked at him oddly and he just smiled and said,

‘‘Get me their keys and the address; I’ll be back before dinner.’’ I was floored. No one asked him to do this, and there wasn’t a moment’s hesitation on his part. He was so much a part of the service culture that he just knew the exact right thing to do. He was halfway to Pittsburgh before the lady actually believed that we were really going to get her luggage at her house. He drove eight hours straight and made it back before their dinner reservations at nine.

Good-Bye for Now from the Authors—with Resources and Assistance for Your Journey
Good-bye is your last—and perhaps your most memorable—chance to add a final brush stroke to the fresco of customer experience. It’s important to make it count. And as we add our last stroke to your experience with this book, we want to let you know how grateful we are that you have spent this time with us.

We encourage you to contact us on any subject we have covered or that you feel you’d like to have covered more thoroughly; we are always pleased to hear from you.

TRACKING CUSTOMER ROLES GOALS AND PREFERENCES


Keeping Track to Bring Them Back

Tracking Customer Roles, Goals, and Preferences
Even if you hired a platoon of statisticians to pore through your customer data, they’d never uncover a single style of ‘‘good service’’ that can please every customer. Good service requires custom fitting. This is one principle on which true customer service virtuosos—successful barkeeps, booksellers, shopkeepers, and maître d’s—agree. So, to succeed far beyond a Mom and Pop scale, or even to run a Mom and Pop that continues to thrive when Mom and Pop are chillin’ in Cancun, you need to ensure that all of your employees are able to provide individualized service—no matter how briefly they’ve been part of your team and no matter how poor their memories are.  The solution is to develop a tracking system that captures each customer’s likes and dislikes, as well as what each customer personally values and is hoping for when doing business with you. After each customer interaction, your staff will use this system to note the idiosyncratic personal values and preferences of the customer and then share that information, however or wherever it is helpful within your company.

A commitment to systematic noting and sharing will separate you from that wonderful dry-cleaning business on the corner (the one that lost most of its customers when the owner fell ill). It will allow you to
avoid the fate of the popular, lively restaurant in LA that never quite succeeded when it tried to open other locations.

Principles of Noting and Sharing
What follow are our key principles for building a successful system for the notation and sharing within your company of customer information.

Principle 1: Keep Your Systems Simple. Don’t track too much stuff, and keep what you do track right at the fingertips of your frontline staff. Simplicity is what makes a preference-tracking system sustainable. If you obsessively gather gobs of data on every customer for hypothetical purposes, you’re going to obscure the preferences you need ready access to. You’ll also dilute the energy of your staff, who will lose track of the original goal: relating warmly to customers as individuals and making them feel important. This ‘‘Keep-Your-Systems-Simple’’ (KYSS) approach is almost always the best one, even in very complex customer contexts.

Setting Up the Ritz
Years ago, to begin building the customer service systems at The Ritz-Carlton, the staff were given notepads to write down guest preferences and concerns that they noticed or were alerted to. A guest who had recently sobered up wanted the mini-bar emptied prior to his arrival. One very allergic woman felt comfortable in her room only if she had ten boxes of tissues placed there. If housekeeping noticed that a solo guest turned down his bed on the left or on the right, this would be duly noted as the side to turn down in the evening. These were requests staff at The Ritz Carlton wanted to honor on each subsequent visit without being asked—in whichever Ritz properties throughout the world these guests next visited.

In their initial, groundbreaking system, the Ritz-Carlton team gave themselves the goal of notating just five preferences—and then satisfying at least three of them. The result was a transformative impact on the guest experience, as has been well documented in the business press, for example in this traveler interview by Gary Heil and his co-authors from their book One Size Fits One:

The hypoallergenic pillows we requested during our last stay are on the bed, all fluffed up—and we forgot to ask this time. There are numerous extra towels (and we remember we had called room service for extras during our last visit). The cookies on the tray are all chocolate chip, our favorite kind—and the oatmeal ones we received last time but didn’t eat are mysteriously missing. When we checked in, the concierge asked us if we wanted tickets to the symphony as we had requested last time.

We begin to realize that The Ritz-Carlton has taken every bit of information it learned about us from our last visit and indexed it in a database. Before our arrival, the hotel staff, from room service staff to the chambermaid, customized our room with the extra touches they knew we would want or need. They seem to know us as individuals and they seem to care genuinely whether our stay is enjoyable.

The impetus for the Ritz’s simple tracking system, Leonardo explains, came from an early finding: ‘‘We’re always asking customers for their expectations and desires from our properties.
The most common answer we heard—and even to this day hear—is ‘We want it to be like home.’ But when we probed guests for the unexpressed need beneath this not-quite-convincing answer, it turns out it’s not their home they want. It’s the dream of a childhood home that they’re looking for—you know, the home where everything is taken care of for you.’’

At home as a typical adult, you are in control, but only on a self-serve basis. In your childhood home (optimally), it was a different sort of experience. Food appeared at mealtimes. You didn’t have to worry about shopping for personal items. When light bulbs blew out, new ones replaced them. When you left, your parents were genuinely saddened by your departure, and they looked foward to seeing you again. Most of all, your personal preferences in all of these matters were well known and ‘‘magically’’ taken into consideration.


Once the Ritz-Carlton management team recognized that this was what their customers were seeking, they were able to develop a better and more customized service model. In Leonardo’s newest hotel brands, in fact, they are extending this concept by pre-interviewing guests to see if they can help reduce uncertainties that precede the customer’s arrival—transportation and other logistical issues, for instance—to ensure they feel cared for from the moment they arrive in the city. A bit like Mom might do if she knew you were on your way back to town.

Principle 2: If It’s Important to Your Customer, It Belongs in Your System.
In the independent music and film industries where his company operates, Micah makes a point of using software to allow his staff to capture information in specific categories, such as which genre of music and instrument a customer plays, as well as unique details of nearly any sort in which the customer shows interest or appears to take pride in. This latter, general category may include a big movie the client has worked on, a treasured industry award he has received, and so on. Or, it might be more important to use this space to note that his wife is ill and that he hates being called on the phone in the morning. We call these data points Roles, Goals, and Preferences.

Even in the tiniest of companies, roles, goals, and preferences should be tracked consistently. When Micah first started his business ventures, his ‘‘empire’’ consisted entirely of himself taking phone orders
and processing them—in the leaky basement of a starter home. Micah could have personally stayed on top of the roles, goals, and preferences of each of his (few!) early customers. But after hearing the first employee he hired struggle to chat with a big musical client (‘‘Who’s your drummer again?’’), he became an early advocate and developer of automated systems to track roles, goals, and preferences. Without these systems, his employees wouldn’t have been able to deliver the ‘‘Mom’s house’’ experience as his company grew. Startups often use off-the-shelf software to manage customer preferences.

Be careful: Some such programs do not carry forward notations from individual project records into the customer’s permanent record.

Leaving a customer’s preferences languishing as notations in a single project’s record is no better than a scribble in a restaurant’s reservation book. (That ‘‘classic’’ method means that unless the restaurant goes through all the reservations ever made, it’s going to miss the 2005 entry where the gent now being seated mentioned his shellfish allergy.) Put durable information about each customer in that customer’s permanent database record. And make sure that preference data is easily visible from within any project he does with you moving forward.
What types of items should go in your tracking system? Track whatever is most important to the customer. Customers’ roles, goals, and preferences are quite diverse, and no amount of market research can
predict them perfectly. Here are some items that we recommend you keep at your fingertips:

  • Information on any missteps on past projects/visits/transactions with a particular customer.
  • Information on any problems that have already occurred on this visit, or that seem to be unfolding at that moment. As we have already discussed, a customer who has already received poor
  • service on this visit shouldn’t, later on in the visit, receive oblivious, chirpy greetings from other staff members (‘‘Are you enjoying your time with us so far?’’), requiring the customer to educate the staff over
  • and over (‘‘Actually, it’s been problematic’’) in response.
  • Product/service preferences, whether stated by the customer or observed, which you should try to accommodate without being asked.
  • Anything your customer filled out earlier on a comment card or electronic survey. These forms contain not just statistical data but feelings expressed by a real, live customer. In addition to responding to such feedback personally and promptly, include this information in the customer’s tracking file so that you can keep it in mind when working with the customer in the future.
  • Any personal ties to your establishment, such as a shared history, friends the customer has who work at your establishment, etc. Some of your customers will perceive your business in especially emotional, personal terms. Encourage this. For example, if a customer explains that she first visited your drugstore with her dad as a child thirty years ago, be enthusiastic about that. Then write it down. As another example, some of your customers may express special attachment to a particularly charismatic member of your team. Record those feelings, and cue that employee to be sure to make contact with the customer. The employee’s personal contact will enhance loyalty far more than a discount.
  • The number of projects/purchases/visits. Make sure your tracking system identifies unusually valuable customers clearly.
  • Especially challenging customers. Never write notes about challenging customers except in a tactful code. Any such warning must be reviewed by someone in an ownership position before being shared, even in your internal, password-protected computer system. Among the reasons for this caution: Many ‘‘intractably’’ difficult customers are actually misunderstood customers responding to a specific situation; the next time you encounter them they may be as easy as the day is long. So while service establishments often do have codes that alert staff to troublesome customers, it’s crucial to keep such negative notations secret, and only maintain them with the approval of senior staff. (Speaking more broadly, there is emotional value in reframing how you talk, and type, about customers. Using less judgmental language toward customers in your own notations and discussions will actually help soften your feelings. For example, try: demanding rather than difficult, has discriminating tastes in place of impossible to please, and even very time-focused instead of impatient.)
  • Personal facts: spouse, pets, kids, etc. If included, such details need to be accurately dated. (For example: Pets noted five years ago are, sadly, not safe to inquire about. Husband you haven’t heard mentioned in a few years? Probably ditto.) Use a software system that automatically time-stamps entries.


Privacy training and systems security are critical parts of any professional setup. And for added peace of mind, assume your files are a lot less private than you think. We consulted with one company that was still reeling from an IT initiative designed to allow customers direct account access. The initiative’s goal had been to cut staffing costs by increasing customer self-service. Unfortunately, in the new system it was possible for customers to be inadvertently greeted online with their personal tracking files—which in one mortifying instance included very embarrassing comments, written in quite plain English! This kind of self-inflicted privacy breach is not uncommon. And demanding customers are particularly unforgiving. So figure out a useful code, swear all parties to secrecy, and stick to the code.

Principle 3: The Information You Gather Needs to be Available in Real
Time. Years ago, Leonardo’s team committed to making information about guests available throughout each location in an appropriate way that made guests feel good. Of course, the most basic guest information is the guest’s name, which is noted carefully upon arrival, and then used—graciously and with correct pronunciation—throughout the property, a technique that truly feels like magic to customers. (Discreet radio communication plus an attentive staff makes this ‘‘magic trick’’ possible.) See if there are ways to adapt this magic to your own business in creative ways.

For example, perhaps you run a managed health care facility rather than a hotel. Most of us know from personal experience how unsettling it feels when a nurse comes through the doors into the waiting room and calls like an auctioneer to everybody in the room: ‘‘Julia Jones!?’’ Talk about starting off on the wrong foot with your customers! Considering the hidden benefits of positive word of mouth from satisfied and loyal customers—and the hidden costs of alienating such a customer—it’s well worth finding a better way. (In health care fields, those hidden costs can be astronomical, due to the increased risk of a lawsuit from a dissatisfied patient.)

Once you’re committed to treating your patients like royalty from your first words, how would you do it? You could begin by training your receptionists to write down each arriving patient’s type of clothing
or other politely identifiable features. (Julia Jones, 45, red blouse, blue slacks, blond.) These notes could then be carried along with the patient’s medical paperwork to the nurse who leads the patients in. Armed with these notes, the nurse can then find Julia and give her a warm, personable welcome when she’s ready to bring her back for treatment.

Principle 4: Preferences Change; Assumptions Are Tricky. Preference tracking can run amuck. One of our favorite chefs, Patrick O’Connell of The Inn at Little Washington, tells this story:
Recently I stayed at a New York hotel that prides itself on customized service. The first morning, I had breakfast in the hotel restaurant, and I ordered tea. The next day, the waiter brought me tea as soon as I sat down. Unfortunately, that day I wanted coffee.

Missteps like this shouldn’t stop you from using your preference tracking system as a starting point. If that same restaurant had greeted Patrick with a cordial ‘‘Good morning, Mr. O’Connell. Will you be
having tea again? Would you like it again today with the Turbinado sugar?’’ that could have been splendid. (Note: Preferences we’ve ascribed to Chef O’Connell’s taste buds are for illustrative purposes only.)

Principle 5: Moods Change: Track Them. There is an additional human metric we encourage you to track: changes in your customer’s level of enjoy mentover the course of your customer’s interaction with you. The Inn at Little Washington’s O’Connell is the architect of one of the simpler and more effective customer happiness tracking systems we’ve experienced. At his Virginia countryside restaurant, each server discreetly notes the level of guest happiness at the beginning of a meal, rating it from 1 to 10. (So discreetly, in fact, that we never see them assessing us or logging their conclusions—no matter how often we conduct delicious ‘‘research’’ in Patrick’s dining room.) The goal is to bring the mood of the guests up to at least 9 before they hit the road for the ride home. Of course, how you track this in your own business will depend on how long delivery takes for your particular product or service and how complex other demands are on your staff ’s attention.

Principle 6: Don’t Blow It with a Wooden Delivery. Information you cull from tracking needs to be used naturally and in a way that seems effortlessness to customers. As an example, Dale Carnegie’s insight that one’s own name is ‘‘the sweetest sound’’ has been endlessly quoted.
He’s right, too—but mispronounce that name, and ‘‘the sweetest sound’’ goes sour. (Trust guys named Leonardo Inghilleri and Micah Solomon on this one.) By the same token, don’t ruin a great thing by inserting a customer’s name or other personal information into the interaction in an artificial, fill-in-the-blank manner.
Have you ever called a help desk and had the person answer, ‘‘Good morning, thank you for calling XYZ, how may I help you?’’ and as soon as you give your name it’s inserted into everything, without emotion, without passion, clearly running through a script that appears on the screen? You feel like you could shout out that your house is on fire, and you’d get the exact same vocal response from this mechanized, allegedly personalized service. There’s no point gathering customer information if you’re going to use it in a canned, robotic fashion.

Principle 7: Using Technology to Ask for Information? It’s a Fine Line between Clever and Creepy. Beware the protective bubble. Everyone has what we call a ‘‘protective bubble’’ around himself, to a greater or lesser extent. Teaching your staff to recognize this and probe only gently, retreating as cued, is one of the keys to attentive service that we will discuss in detail. But in electronic interactions you lose the human failsafe of direct verbal and nonverbal feedback. And as customers well know, electronic databases have the power to track everything in a way humans never would.

People respond skeptically when asked to help populate Internet databases. It’s not like when you request information face-to-face: Personally ask somebody where he was born, and there is a high chance
he’ll answer openly. At worst you’ll get a ‘‘Why do you want to know?’’ and thus a chance to retract the question or explain the reason for it.
But if you require potential customers to divulge information on your company website, you’ll never know whether the requirement drove them away. You won’t realize that they thought your electronic persona was rude or that they didn’t trust the website version of you. Inexplicably, you simply won’t get signups.
The simplest solution is to remove all potentially intrusive questions from your Internet forms. An alternative is to make those questions optional, and fully explain your reasons for asking. Even customer centered companies sometimes violate this rule; they may then experience a loss of market share or a drop in customer quality that they are never able to trace back to its origin.
In the physical realm, but with the ‘‘help’’ of technology, one family-oriented chain of mall stores crossed this line in their eagerness to use automation, and they may not even have realized it. This company
overall has a lot going for it: It serves parents and young children alike, offering a warm and welcoming experience, with great potential to bond with customers. That is, until the last moment—when they encounter an intrusive electronic procedure near the final checkout counter. The checkout kiosk was placarded thus, in huge kiddie-style lettering, the most recent time we visited the store:
Input your
•Name
•Address
•Email address
•Gender
and                                                                                                                                                                                    
•Date of birth in our Kiddie Carousel system and sign up to receive special offers.
On every screen was cheery animation coaxing things along, complete with letters made out of colorful stars and buttons to simulate a child’s handwriting:
When is your birthday, [name of child from previous screen]?
•Month?
•Day?
•Year?
Press the pink key after each entry!
(Note: Security experts call date of birth, name, and address the ‘‘holy trinity,’’ which, in combination with the often-breached social security number, lead most commonly to identity theft and other privacy
problems. All items in this holy trinity are asked for in the sequence of questions above—and they’re being asked of customers who haven’t graduated elementary school.)
The temptation to enter an entire birth date is driven home by photos of a family birthday celebration. A small ‘‘adult supervision recommended’’ disclaimer seemed to have been hastily placed on a card
atop the monitor, but was obscured from where you would be most likely to read it. Regardless, disclaimers don’t win back your customer’s loyalty. If customers feel you’re being sneaky, they’ll run the other way.

Surprises Are Hazardous—Online and Off
Just because you can get information doesn’t mean you should get it. And just because you’ve gotten information doesn’t make all uses of it appropriate. People don’t always like being surprised—even if the surprise shows them the impressiveness of your service systems. ‘‘Permission marketing’’ expert Seth Godin gives these examples.
If your credit card company called you up and said, ’’We’ve been looking over your records and we see that you’ve been having an extramarital affair. We’d like to offer you a free coupon for VD testing . . . ,’’ you’d freak out, and for . If the local authorities start using what’s on the corner surveillance cameras to sell you a new kind of commuter token, you’d be a little annoyed at that as well.

Those are of course hypotheticals from Seth, but what about thisreal-life example from a friend of ours who was staying at a top hotel? She called the front desk to complain about a problem with the service. The front desk clerk fixed the problem but added a mistake of his own: Reading from the output of the electronically monitored minibar in her room, he told her, ‘‘I see you enjoy vodka. Would you enjoy one of our new vodkas with your dinner tonight as an apology?’’ The clerk thought he was being clever, but he came off as basically spying in his guest’s bedroom—not something that’s going to warm the cockles of a customer’s heart.

Keep in mind that you are gathering information to serve your customer. Any other use is at best secondary. And because we are talking about electronic systems, always remember the limitations of working without physical or auditory feedback. Do not require information unless it is an absolutely necessary part of doing business. When you ask for it, ask politely, never using the information in a way that penetrates someone’s protective bubble.

How to Track Customer Preferences on the Internet—Without Intruding
The Internet tempts us to gather too much information. It’s so easy to ask customers questions in an automated online interface that the temptation to ‘‘pile ’em on’’ can be very strong. Here are some principles to help you minimize this temptation:
1. If you must gather any sensitive information, explain why it’s necessary—clearly and fully.
2. Never require a date of birth unless you must screen underage users. Many people will either exit a website or falsify their birth date online if it is required of them. Pressuring customers to lie to you is the wrong way to begin a journey toward loyalty.
3. Think through every question you ask, first arguing against it as well as you can. For example, play devil’s advocate about collecting telephone numbers. Why are you requiring your customers to reveal their phone numbers? Why, for that matter, require an email address? (There’s probably a reason, but think it through. Think about the potential costs, not just the obvious potential marketing benefits.)
4. If you give people a persuasive option of providing private information, your best prospects will often be agreeable. After that, the problem of sifting out bogus ‘‘required’’ data (999-555-0505 and lateralligator@getoutofmyface.com.usa.xxxy) goes away.
5. Consider the supplemental use of live chat wherever possible and of prominently listed 800/888 numbers. This can keep people from being daunted by lengthy forms (and walking away) when they only wanted a bit of specific information. But don’t let any of this stop you from providing a rapidly-answered email address as well. Note that some who approach your company online don’t want to talk on the phone, no matter how friendly and well trained your ‘‘operators standing by’’ may be. Some are not even able to: The Internet has become an important tool for people with disabilities, including those with limited hearing, as
well as for the inevitable stealthy at-work shoppers.

Fear Not: Don’t Be Deterred from Collecting Information—Thoughtfully
Don’t be deterred from collecting information—in a sensitive way, for respectful uses. There is little that’s more important to your growth as a company. Indeed, effective tracking of what is important to customers—specific customers, not just customers in the aggregate—is a hallmark of all the excellent organizations we have worked with. It makes it possible for new staff to continue customer relationships built by departing or promoted colleagues as your company grows. It builds high, sustainable levels of customer loyalty.
It works for us. We recommend it for you, too.