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Friday, May 22, 2015

The Client Journey - The point of Contact

Managing Your Clients’ Journey – The Initial Contact Last year I attended the international Night Club and Bar Show in Las Vegas. The main reason I attended was to meet with my friend, Jon Taffer (host of the TV show, Bar Rescue on Spike TV) and his producers regarding the possibility of a new television series. As you can tell, it did not happen. Well . . . While I was there I thought I might as well make the best of my time and attend some of the workshops offered. I sat in on a class that discussed various scenarios on properly handling the “Customer Experience”. I have to say this workshop could have been presented at any HVAC contracting business convention. Same challenges, same issues, same solutions. The one thing that stood out and was very clear to me was that no matter what type of business you may be in, understanding and controlling every aspect the “Customer Journey” is essential to success. There could be any point in time where a business could either add value to or detract from the overall level of experience during that journey. Whether you own a bar, restaurant, hotel, gas station or HVAC contracting business, the level of value the client perceives will be based on the journey you provide for them. Since this “Journey” is so important to the success of your business, I’ve decided to write several articles that specifically deal with each segment of the journey and how to best manage it to increase your odds of success. Let’s look at a typical HVAC service contracting business. The “Client Journey” begins with them having a need or problem that needs to be resolved. Based on the negative impact of the need or problem, this client will already have a predetermined level of priority. The part of the journey that involves the contractor will begin when they see the website, business card, flyer or ad. Based on what they see at the time will determine whether you meet their specific needs enough to warrant a contact with your company. So let’s say they do call or email you. Once the initial contact is made, the customer will have a sense of the type of value you offer. For example, if a client hears a recording that does not sound professional or does not make any commitment that seems to fulfill the need they have, he or she will immediately set a predetermined level of value to your services. In some cases, your level of value may be so low that when they hear the recording the potential client may just hang up and call someone else. This is one reason why I always recommend that contractors have real people, who have a scripted and practiced responses, answer the phone, twenty four hours a day, seven days a week. Don’t believe that people will always leave a message, hoping for the best. I rarely do. The phone is the front door of your business, don’t annoy people with an unprofessional, lack of concern attitude. To me, if I call a business and hear a recording to “just leave a message and we’ll call you back”, I automatically assume that business does not consider me as a priority. I do expect the people on the other side of the phone to be thrilled that I, a potential client, picked your business, out of all the possible places to call, as the one I want to do business with, so don’t screw this up! The biggest obstacle has already been passed, you got me to call you! Be thrilled and excited that I want to give you my money! If you can’t have a staff of your own people do this, pay someone to do it. A great answering service may put you back one hundred to two hundred dollars a month, but think about it, all you need is one new client to pay for it! The phone could either kill you or save your business, don’t take that part of the journey for granted. Do the right thing and don’t leave it up to chance to get it right every time. Next issue we will discuss the scheduling and initial visit with your client and how your organization can ensure that everything communicated and presented increases your odds for success!

The Client Journey – Actively Waiting for You

In my last article I discussed the “Client Journey” and how the proper use of the telephone will either make or break that first step of the journey for those customers who call you for the first time. This article will discuss the act of scheduling and showing up, a very important part of the “Client Journey” Many service contractors give their customers a time span of the expected arrival of their technician or “Comfort Specialist”. For example, you would tell your customer that you will arrive sometime between noon and 4pm. In your mind, this means arrival could be any time between noon and as late as 3:59pm. To some customers, no matter how you say it, this means you will be done and gone by 4pm. You have to also keep in mind that once the time span begins, that is noon in this case, the customer begins “actively waiting”. “Actively waiting” takes energy and brain power away from things that could use their attention. In the mind of some people this is almost like work. So, think about this. A customer may be waiting your arrival actively, actually devoting brain resources to an event that may or may not transpire during the allotted time. If for some unforeseen reason, the representative doesn’t show up, or shows up late, this customer now believes you owe them since they have actually devoted time and brain resources to something of no value. This will now diminish your value, since you owe them for their time now, and price will become an issue, no matter what you say or how low it is. So, Frank, what is the solution you may ask? First, be aware that the customer is “Actively Waiting”. This is kind of like going to a restaurant and they tell you the wait time is 40 minutes, yet you start consciously listening for your name one minute after they told you that and the closer you get to the 40 minute mark, the more active you become in waiting. Secondly, make it a requirement from every employee that as soon as you know an approximate time of arrival, someone calls the customer. I know some companies have a policy to not give technicians more than one call at a time because some expert at one time said that giving a tech more than one call will overwhelm them and they won’t be able to focus on the one customer. I disagree. I believe if you have a pretty good idea as to who will get what customer, let them schedule themselves and allow them the opportunity to contact the customers and let them know an approximate arrival time. I managed one of the largest service companies in the world, and we had one of the highest customer satisfaction rates in the country along with the highest profitability per technician. Trust your team to do the right thing. I think you will find they will. Avoid doing things or using practices that diminish your value. Every aspect of the journey will either contribute to or take away from the value of the experience encountered. Limit errors and diminish mistakes by setting up systems and processes that increase your worth to the customer by creating a great experience. In my next article I will discuss the next part of the Clients’ Journey . . . The visit, and how important it is to plan the anticipated reaction of your clients so that “the visit” becomes a success for everyone.

Motivating Employees

I visit a variety of businesses and probably speak to at least 2500 individuals every year in various venues. I usually hear the same gripes from business owners and managers like: "I can't get my employees motivated", "These guys just don't want to work", and "Seems like I have to constantly check on people". When I meet work teams who have those challenges, it is almost always the result of poor leadership and coaching. I go into organizations and perform something I call a “Business Tune-Up” which consists of an evaluation of processes and systems to identify areas that have a need for improvement. During these evaluations I occasionally meet managers or owners who, after observing them on the job, would be better suited in a position not requiring any leadership or coaching skills. I usually wind up telling them what I really think, that we don’t have a business or employee problem, the real culprit is a lack of good leadership. In most cases, they listen, accept the reality of what I am saying and we work on coaching and leadership development to improve the business. Those who refuse help, typically go out and pursue a solution that reinforces their personal beliefs and occasionally they will find someone who will either charge them a lot of money to tell them what to do in every aspect of their business, or, they will find someone else to tell them what they want to hear, not what they need to hear. I’m neither of the two, I usually have no filter and sometimes people need to face reality that they are not a good leader and need to have it hit them like a ton of bricks. I follow certain guidelines and have come up with a list of key attributes a good leader and coach should have.
Great leadership requires specific skills and determination to win as a team, not as an individual. Here are my 10 Great Rules of Leadership: 1. Lead them to victory by helping them set personal goals and putting together a plan of action to get there. 2. Make sure your team understand the business mission, work rules and overall performance objectives. 3. Using the team’s input, develop processes and systems that they will follow rather than just telling them what to do. 4. Be positive, optimistic and energetic. Happy people create a happy environment. 5. Be transparent. Your team should now what is going on with you and in your business to avoid rumors or morale problems. 6. Have the courage to make unpopular decisions and gut calls. You are not running for office, you are running a business. 7. Empower team members to make decisions on the job without fear of retribution. Respond positively when great decisions are made without your input. 8. Ask a lot of questions when things don’t make sense to you. Don’t wait forever when dealing with an employee’s performance problem. 9. Know when to stand firm (Legal, ethical and moral issues) and know when to bend. 10. Celebrate successes and reward great achievements. Motivating people is not a very complicated task, typically I find demotivated employees in places where I have demotivated managers. The workplace has become a place people go to in order to get a paycheck. Ambition is lacking and, generally, everyone has reached a state of burnout. This doesn’t have to be you, maybe it’s time to reinvent, innovate and work on a strategy that makes work a fun place to be. Try changing things up a bit every day. Drive to work a different way. Throw out all of the crap that has piled up on your desk. Set a goal to change at least one thing for the better every week. When I managed people in the past, I made it a point to let them know how important they were, and that my job was to make sure all of the obstacles that kept them from being the best they could be were removed. In order for that to happen, I needed their help and input to reach my goals. In turn I helped them reach theirs. And we all win.

Stressed Out?

You have two people call in sick on the same day. Your demanding mother-in-law comes for a visit. A large payment due from a customer never shows up and is already 30 days late. A storm hits town during the weekend and causes tens of thousands of dollars of damage to your building and inventory. All stressors, that cause tension, headaches, lack of sleep and anxiety. Stress happens to everyone, but not everyone knows why our bodies go through these emotional and physical changes. I read some great articles from various publications and thought I would share the information with you, about what causes this, the amygdala. Here's why we get stressed: Historically, the majority of stressors facing humans were physical (lions and tigers and bears, oh my!), requiring, in turn, a physical response. "We are not particularly splendid physical creatures," says David Spiegel, M.D., director of the Center on Stress and Health at Stanford School of Medicine, who explains that plenty of other animals can outrun us, overpower us, out-see us, out-smell us. "The only thing that has allowed us to explore the planet is the fact that we can respond effectively to threats." Humans are equipped with a sophisticated fight or flight response that allows us to outrun a grizzly bear or fight off an animal far more powerful than we are. When stressed, the sympathetic nervous system takes control of the body, which then triggers fight or flight. (The counterpart of the sympathetic nervous system is the parasympathetic nervous system, also known as the "rest and digest system," which is in control during more relaxing times. Both are part of the autonomic nervous system, which controls involuntary actions.) Once our bodies identify a threat, we prepare for war (or getting the heck out of there): muscles tense up, the heart starts beating faster and blood flows away from any non-essential body system. The problem, though, is that while just a few hundred years ago our stressors were primarily physical, today the vast majority of stress is psychological -- work, finances, families and the like. But our bodies have yet to catch up. And that means the stress response is still a physical one. Soemeone gets you worked up, your body thinks "grizzly bear."
What's more, the brain isn't always particularly good at evaluating how serious a particular stressor is. Think of lighting a sparkler (or a candle or a match) inside a house, explains Amit Sood, M.D., associate director of Complementary and Integrative Medicine and chair of Mayo Mind Body Initiative at Mayo Clinic. Now imagine you can't tell the difference between that sparkler and a multiple-alarm fire -- so each time, you send every available firefighter to put it out. "It would probably extinguish the sparkler, but it would waste a lot of resources," he says. Similarly, when the body is constantly stressed, it's pouring resources into fighting that stress, which can, over time, take a profound physical toll. The stress response starts with the amygdala, which acts as a sensor at the base of the brain vetting every input for possible threats. When it senses danger, it basically shuts down most brain operations and prepares all of its resources for survival, allowing you to react before you even have time to think about what is happening. For example, if you touch something hot, you instantly jerk your hand away without even thinking. This is handled by your amygdala. When constantly, severely stressed, the amygdala becomes hyper-sensitive and hyper vigilant, making even relatively harmless events (such as a barking dog or screaming baby) seem like a threat. After the amygdala sends a distress signal, the hypothalamus activates the sympathetic nervous system by sending signals through the autonomic nerves to the adrenal glands. These glands respond by pumping the hormone epinephrine (also known as adrenaline) into the bloodstream. As epinephrine circulates through the body, it brings on a number of physiological changes. The heart beats faster than normal, pushing blood to the muscles, heart, and other vital organs. Pulse rate and blood pressure go up. The person undergoing these changes also starts to breathe more rapidly. Small airways in the lungs open wide. This way, the lungs can take in as much oxygen as possible with each breath. Extra oxygen is sent to the brain, increasing alertness. Sight, hearing, and other senses become sharper. Meanwhile, epinephrine triggers the release of blood sugar (glucose) and fats from temporary storage sites in the body. These nutrients flood into the bloodstream, supplying energy to all parts of the body. All of these changes happen so quickly that people aren't aware of them. In fact, the wiring is so efficient that the amygdala and hypothalamus start this cascade even before the brain's visual centers have had a chance to fully process what is happening. That's why people are able to jump out of the path of an oncoming car even before they think about what they are doing. Techniques to counter stress The findings of the national survey mentioned earlier support what mental health clinicians experience in their own practices - many people are unable to find a way to put the brakes on stress. Chronic low-level stress keeps the HPA axis activated, much like a motor that is idling too high for too long. After a while, this has an effect on the body that contributes to the health problems associated with chronic stress. Persistent epinephrine surges can damage blood vessels and arteries, increasing blood pressure and raising risk of heart attacks or strokes. Elevated cortisol levels create physiological changes that help to replenish the body's energy stores that are depleted during the stress response. But they inadvertently contribute to the buildup of fat tissue and to weight gain. For example, cortisol increases appetite, so that people will want to eat more to obtain extra energy. It also increases storage of unused nutrients as fat. Fortunately, people can learn techniques to counter the stress response. Personally, I have found simply understanding and knowing what I am feeling is my amygdala responding to current events and doing its job, makes me feel better. If I still feel stressed, I'll try to physically exert myself. People can use exercise to stifle the buildup of stress in several ways. Exercise, such as taking a brisk walk shortly after feeling stressed, not only deepens breathing but also helps relieve muscle tension. Relaxation response. Dr. Herbert Benson, director emeritus of the Benson-Henry Institute for Mind Body Medicine at Massachusetts General Hospital, has devoted much of his career to learning how people can counter the stress response by using a combination of approaches that elicit the relaxation response. These include deep abdominal breathing, focus on a soothing word (such as peace or calm), visualization of tranquil scenes, repetitive prayer, yoga, and tai chi. Social support. Confidants, friends, acquaintances, co-workers, relatives, spouses, and companions all provide a life-enhancing social net - and may increase longevity. It's not clear why, but the buffering theory holds that people who enjoy close relationships with family and friends receive emotional support that indirectly helps to sustain them at times of stress and crisis. So, still feeling stressed? You're not losing your mind, it's just your body's old caveman response to getting you ready to deal with the issue physically. Dusek JA, et al. "Stress Management Versus Lifestyle Modification on Systolic Hypertension and Medication Elimination: A Randomized Trial," Journal of Alternative and Complementary Medicine(March 2008): Vol. 14, No. 2, pp. 129-38. Holt-Lunstad J, et al. "Social Relationships and Mortality Risk: A Meta-Analytic Review," PLoS Medicine (July 27, 2010): Vol. 7, No. 7, electronic publication. McEwen B, et al. The End of Stress as We Know It (The Dana Press, 2002). Schocker, Laura, et al . "This is Your Body on Stress", Huffington Post, March 2013, electronic publication. Harvard Health Publications, Harvard Medical School, May 2014