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CtheC
I wrote this document to help the team managers in the contact
centre coach an improvement in the quality of the calls.
I called it CtheC which stands for Changing the Conversation. There
was a need in my contact centre to see a change in the conversation
we were having – due to a massive change in the business.

Much of what is written here is common sense and there is a lot
that people who work in the contact centre environment will
recognise already. Hopefully there may be some bits that inspire
people or give them an idea to what they could do with the coaching
in their own contact centre.

In the past many contact centres have found it difficult to get buy
in to ‘coaching’ or monitoring, and in many cases the call monitoring
simply turns into an audit function. One of the other intentions of
this document was to enable the team managers / leaders / coaches
to get more value out of their coaching sessions.




JEL - Changing the Conversation Oct 09 v3                             1
C the C
The following pages are ideas, comments and suggestions about
Changing the Conversation.

There is a large focus on the Conversation Cycle

It is aimed at a Team Managers to use as a coaching tool, to
think about how they are coaching and what they are coaching.

   One of the most important parts of your coaching is
      ensuring that it is remembered - so it can be
                      implemented.

   Remembering is vital – it is connected to desire. You
    remember something if you want to remember it.

 If people you coach remember what you have coached
           them on – they can make a change.

In our contact centre we coach people for 1 hour per week, and
this can be standard in many contact centres, an hour is not a
long time, so it's vital that your coaching session has such
impact that it is remembered for the other 34 hours of the
week, when the coachee will be speaking to customers.

The use of the ™ logo is in part for comedy purposes (you
should always aim for a laugh in everything you do), but on a
serious point it's a little prod from me to say that all of this
stuff isn't out of a book - it's my creation! I haven't
registered them as trademarks - just playing around with the
idea!!!


JEL - Changing the Conversation Oct 09 v3                          2
I have tried to be as brief as possible (30 pages!!!), but in
  reality I could write a lot more. If anyone wants to go into
  more detail on a particular topic, or understand how I got the
  cost of coaching, or want to know about the pressure equation
  and all other good stuff - then get in touch.


                           The Prima Materia.
                                    (The First [main] Point)



                   The conversation cycle:



                                Inform

Acknowledge                                                    Invite

                                   Listen
  It's all about getting back to basics.

  The need for us to improve our approach on our calls.

  Changing the Conversation to re-focus on Conversation Cycle.


  JEL - Changing the Conversation Oct 09 v3                         3
It’s not just about understanding the conversation cycle – but
actively using it and hearing the impact in the call.

                   What you say or how you sound??????

JFK went to Germany in June 1963 and gave a famous speech in
which he said "Ich bin ein Berliner", intending to say "I am a
Berliner", essentially one of you, of your city.

In fact he said - "I am a cocktail sausage", or a donut -
depending upon which news article you read. What he said,
however, was unimportant compared to how it was delivered.

If you deliver anything with the right intention is can sound
great, and people can mis-hear the actual meaning. That is not
to say we should aim to say something different to what we
mean! In most cases it is actually to ensure we mean what we
say!

Human beings are very good at hearing human emotion, it
comes through, and even when we think it doesn't. You can only
sound helpful if you truly want to be helpful, you can only sound
like you care if you do actually care.


People (customers) don’t remember a
  lot of what a person says, but they
do remember how that person makes
                           them feel.



JEL - Changing the Conversation Oct 09 v3                        4
How a customer feels is directly linked to how the contact
centre agent feels. So it is important to think about how we
feel about the calls we take.

Throughout all calls you should bring into your consciousness
the following feelings:

I call this list the "Desidero Listé" (list of desires!)

    • Want to be here.
    • Want to take the call.
    • Have a genuine desire to speak to customers.
    • Seek to enjoy your job as much as you can!
    • Have fun speaking to customers.
    • Want to help.
    • Want to make a difference.
    • Want the customer to leave the call happier than they
      started.
    • Want to add value.
    • Want the call to be more than what it is.
    • See's things in cinema scope! (The big picture!)


A lot of the emphasis here is on "want", as it ALL COMES
DOWN TO DESIRE!

Desire is the key for me – and it is important to ensure you are
coaching on desire. Avoid getting caught into the trap of
staring coaching sessions with ‘so what did you think about that
call’, or ‘tell me about that call’, it generally leads to a
conversation about perception, and can often lead to
disagreements.

Coaching on desire removes some of those perceptual barriers.




JEL - Changing the Conversation Oct 09 v3                       5
Consider what you are coaching!
                                       P, B, D

                                  Perception
  This is the tip of the iceberg - it's only on the surface. You
 could spend a lot of time coaching 'Perception', but you might
   not actually change the results or behaviour. Listen to the
language used in the coaching - does it concentrate on what you
    'think' happened on the call? Don't get bogged down in
                 conversations about perception.


                                        Belief
 This goes a bit deeper - it's below the surface. Here you can
   discuss what you believe happened, often the coaching can
 focus on what you believe to be the 'right and wrong' solution
    for the customer. Coaching here also focuses on what the
  individual believes they can or cannot do. As with perception
you can coach on belief but not necessarily see it translate into
                        action and results.


                                       Desire
This is ultimately what you are coaching. Does someone actually
 want to do it? If they do they will. If they don't, they won't.
  It seems pretty simple - but it's the most effective way to
coach. Remember it's easy for someone to say they do want to
do something, but if they are not doing it, or you are not seeing
 results - then ultimately they don't want to do it. Don't take
  'yes' as a 'yes' without the action to accompany the 'yes'.


JEL - Changing the Conversation Oct 09 v3                       6
You cannot change
  behaviour by coaching
  down from perception.
    You might change
   perception, or even
  belief, but unless the
  person has the desire
   the results will not
         change.
   If someone has the
 desire - their belief and
 perceptions will change
       accordingly.

JEL - Changing the Conversation Oct 09 v3   7
What you've got is what you want!
Tone of voice comes down to intention, how do you intend to
sound? How you intend to sound is how you want to sound!
Everyone knows that you should sound positive, professional,
polite, and friendly. Everyone knows you should build rapport
with a customer or that the greeting is the most important
part of the call as it sets the first and lasting impression to
the customer. Everyone knows that it is important to sound as
though you care and should want to help the customer.

So if everyone knows this - how come not everyone does it, all
the time?

That’s where desire comes into it. In the past its gone wrong
because we've talked about the good stuff we want to do on
calls and everyone has agreed to it, and we've even shown how
it should be done. For example people have been told to
increase volume and energy, to sound positive in their tone, to
create rapport by seeking to make the customer feel valued.
People have been given words and phrases, laminated bubbles
to help them along the way.

Where has it gone wrong? Basically it hasn't sought to address
the key issue - do people actually want to do it?

To get someone to sound like they care about something you
have to make sure they actually do care! If they do care you
don't need to coach them on how to sound as though they care
- because they WILL sound as though they care.

This point can't emphasised enough.




JEL - Changing the Conversation Oct 09 v3                         8
Look at the Desidero Listé, coach on that, and connect each
element to how they sound; don't just try to coach how they
sound without reference to the intention behind it!!!

As a basic rule - if a coaching session does not contain
reference to the Desidero Listé, then it's not adding value. It
will be about surface, perception, and not get to the detail. You
won't change people’s behaviour.

Sometimes in coaching you may think you're changing their
mind, and indeed you may do so, but ultimately a person
agreeing with you is no guarantee that they will do something
about it.

Their desire to change, their desire to actively pursue the
points on the Desidero Listé is the only thing that will make a
difference.


        Free will - it is an amazing
          human characteristic

       We do what we want to do!

                                Therefore




JEL - Changing the Conversation Oct 09 v3                         9
What you've got
                      is what you want!

                   You're results are
                     what you want.

        There is no escaping this,
               no excuses,
            no Blamé Virus™
So let’s dig deep into the conversation cycle, look at each part
and analyse how we would like it to sound.


       It's common sense, but NOT common
                    practice!

           That's why the desire is so important!




JEL - Changing the Conversation Oct 09 v3                      10
INFORMS
Should be specific, timely, concise, jargon free, appropriate,
professional, good levels of volume and energy, pace and tone.

That all seems basic enough! A lot of this can come down to:

                         Energy, Enthusiasm, Execution

The actual words and phrases are important here, such as
stating "What I'd like to do", rather than “What we need to
do", but that level of detail is only necessary and possible when
you've covered off the basics.

Telling the customer what you are doing and why is the most
important part of informs.

              Say what you mean - and mean what you say.

What are you informing?                     (The words you use)
How are you informing?                      (The vocal talents you employ)
Why are you informing?                      (Your intention)


                                        W.V.I

                           Words, Voice, Intent

The answer of each of those questions should be present in the
inform. So a good exercise is to ask those questions after an
inform that you've listened to as part of call coaching.

It has to be self contained in the inform itself, if it's not then
the inform needs work!!!!


JEL - Changing the Conversation Oct 09 v3                                    11
You cannot say 'what the customer might have thought', or
'what I was meaning was...', or 'I didn't mean it to sound like
that' it has to be explicit.


                     Keep it grounded in reality!

                                   INVITES
The questions you ask! The key point here is that the question
should be:

      The right question, in the right place at the right time!

As with the informs this has to be apparent from what happens
on the call, the question should be understood from the
content of the call, not the content of the mind after the call!

All types of questions can and should be used throughout the
call, but an awareness of how effective a particular type of
question is should be displayed, this is evidenced through the
Questioning Funnel below:




                               Open
                             Fact Finding
                                     Checking

                                   Hypothetical

JEL - Changing the Conversation Oct 09 v3                         12
Summarising

                                            Closed

Open questions - TED - tell, explain, describe & How. (why) to
be avoided if possible as it has negative overtones.
Open questions should be at the start of the call, to open up
the conversation. They are also great when you need to get a
lot of information.

Fact Finding - who, what, where, when - traditionally these
questions are what people associated with open questions, but
they are fact-finding as you want to obtain specific facts from
a customer.

Checking - what, how. Can I..., Is it OK to... Evidenced that
you've checked and understood the customer and what they've
had to say.

Hypothetical (sales questions), What would happen if? Would
you like to? How would you feel if...? These are great questions
for cross sales and getting the customer to think about their
circumstances or what you've presented to them. Also good for
establishing their feelings about something, especially
important when you are about to present solutions to them.

Summarising - Is that OK? Have I got that right? etc.
This is your opportunity to sum up the call and ask the
customer if that's OK. It is great service as it assures the
customer you have understood, and most importantly, that you
intend to take action.




JEL - Changing the Conversation Oct 09 v3                        13
Closed - Have you got everything you expected on today's call?
Is that all? Is that everything? Closed questions would
traditionally be at the "close" of a call. Be mindful of turning an
open question into a closed question by putting 'Can I' at the
front of it, example: 'Can I ask what you are calling about
today?', technically is a closed question. Whilst it is very
unusual - you can get the occasional customer who will simply
answer - 'Yes', forcing you to ask the open question, 'What are
you calling about today?' or 'How can I help you?'

Two types of questions to avoid:


                            Leading & Multiple

Leading are when you ask the customer but indicate or lead the
customer to the answer, this can be in your intention or the
actual words used.
Multiple are asking more than one question at once - this is
more common than you would imagine, listen out for it!!!


                                     LISTEN
Possibly the most difficult, and correspondingly the most
important, part of the conversation cycle. So many bad calls
and conversations are a result of poor listening skills.

There are two types of Listening:


                              Active & Passive

Passive Listening is the physical and biological act of 'hearing'.
Someone who is passively listening can physically 'hear'
someone or something, but they are not necessarily taking it in
or engaging their mind.


JEL - Changing the Conversation Oct 09 v3                        14
Active Listening is just that - engaging the mind. It is NOT
making verbal acknowledgments, you do not demonstrate active
listening by simply sounding like you are.


 You actively listen if you want to listen!
If you want to listen to a customer you will pick up on
everything they say, especially at the beginning of the call. The
customer will reveal a lot about what they want and how they
feel, and it's important to pick up on this.

The customer will reveal a lot in a little way, it could be the
tone of their voice, an expression of frustration or
disappointment in the words they use. Equally they could be in
a jovial mood. They will tell you what they want, but sometimes
not explicitly.

Listening and aiming to take in all of this information and DO
SOMETHING WITH IT, by ENGAGING your mind will enable
you to wow the customer.


 Customers feel very valued if they feel
       you have listened to them!
You cannot underestimate this, listening to a customer and
taking in the smallest of detail and then USING that with the
customer can be a massive WOW factor!

On a basic level it will help the contact be as efficient as
possible without cutting corners.




JEL - Changing the Conversation Oct 09 v3                       15
Being efficient on calls is not about how quickly you can type or
speak, it is about how quickly you can understand the customer
and let them know you've understood. This is about listening!


  The fastest and most effective contact centre
  agent doesn't need to touch type, they actively
   listen to everything the customer has to say!

Listening is also crucial to sales and building rapport. Rapport
will be defined later in more detail. Listening out for life
events and acting on them is key to broadening and deepening
the customer relationship.

Life events include things like: Marriage, Divorce, Having a
baby, Moving Home, Moving Job, Change in Circumstances,
Change in Bank. This list is far from exhaustive, but it
represents some of the common types of life events that
customers will refer to in their conversations; many of them
are the real reason the customer is calling you. For example – a
customer may call their bank to change their address, but the
reason for calling could be a change in job that meant they
moved for example.

These life events are the key to opening up the conversation,
to change it and make it more valuable to both the customer
and the organisation.

Practically every organisation wants to be ‘customer centric’,
i.e. putting the customer at the heart of everything they do.
Well the contact centre is the ears of the organisation and has
the opportunity to really listen to what customers want and
help shape the business around the customer.




JEL - Changing the Conversation Oct 09 v3                          16
Seek to wow the customer with how you've listened to them,
how much attention you've paid to what they have said.

  Challenge yourself and each other on calls to get the best
   examples of listening, these would include not having the
 customer repeat anything about their enquiry & picking up on
the small detail of the call; life events and customers emotions!


                       Barriers to listening!
Some barriers to listening are easy to overcome - i.e. someone
is making noise near you - tell them to stop! The physical
barriers to listening are often overcome very quickly and
easily.

But what about the psychological barriers? These are more
difficult to overcome, primarily because you may not be aware
that they exist! Here is a short list of some of the common
barriers to listening.

    •   Assumptions: One of the most common barriers to
        listening, making assumptions about what the customer is
        actually saying or wanting. When listening back to a call
        ask the question 'Why was I saying that?', was it relating
        directly to something the customer said, or was it
        relating to something you assumed they had said /
        wanted. Overcoming assumptions can be really difficult;
        you have to be open to the fact that the customer could
        want something different to what you think. Raising your
        own awareness of the common assumptions you make
        about customers if the first step to overcoming this
        barrier.
    •   Listening to disagree: A common one for complaining
        customers, only listening out for the things people get
        wrong; or listening out for those times when you can slap


JEL - Changing the Conversation Oct 09 v3                       17
customers with 'it's in your terms and conditions' or 'you
        signed for it'. Do you ever get satisfaction from
        'winning' the argument with a customer? You might have
        been unaware that you were not 'listening' at all.
    •   Rehearsing: This is a very common barrier, especially in
        contact centres. This is practicing what you are going to
        say to a customer as they are speaking, it significantly
        limits your ability to actively listen to what the customer
        is saying.
    •   Pseudo Listening: This is when you are pretending to
        listen, perhaps you don't actually want to listen to the
        customer - this could be common amongst complaining
        customers. Think about the next time you have an
        argument, you are probably pseudo listening!
    •   Mind Reading: This is when you are trying to predict what
        the 'customer is really thinking', it is similar to
        assumptions.
    •   Cherry Picking: Just picking out what you want to listen
        to! How much you could miss of what the customer is
        saying by just picking out what you want to listen to?
    •   Judging / Prejudice: We judge people without realising,
        we do this based on all sorts of factors. When face to
        face with a person we make assumptions based on
        whether they are male or female - and this happens
        within the first few seconds of meeting someone. Over
        the phone the same can happen with customer’s voice. You
        may pre-judge the customer and their enquiry or status.
        This will mean that you only listen to certain aspects of
        what the customer is saying - those aspects that conform
        with your believes that have built up in your mind. Don't
        under-estimate this one. All of us would like to believe
        that we don't judge people and that we don't allow
        prejudice to get in the way; but as a lot of that is in your
        sub-conscious you won't even be aware of how it is
        effecting your listening. You start working on this one by


JEL - Changing the Conversation Oct 09 v3                         18
being open to the fact that it could happen and actively
        taking on the feedback when you are coached on calls.


                ACKNOWLEDGEMENTS
These 'listening nods' are very important. They help the flow
of the contact by ensuring that the customers knows you have
listened to them and that you intend on doing something.

They are a great way to control your contact as it gives the
customer a positive impression that you are there to help.

                   They complete the conversation cycle

      They should be appropriate, varied and timely, A.V.T.!!!

Here is a list of acknowledgements that can be used during the
call.

                                      Certainly
                                          OK
                                    That's great
                                       Brilliant
                                      Excellent
                                     Thank you
                                        Right
                                      Fantastic
                                   Elvis (huh-huh)

The list is not exhaustive, but it can help sometimes to have it
close at hand. It's very easy not to use acknowledgments, to
think of them as unimportant - but you would be surprised what
a difference they can make.


JEL - Changing the Conversation Oct 09 v3                          19
They finish of the cycle and lend the call an air of
professionalism.

They are particularly useful in ensuring the call does not sound
like an interrogation, especially on security when you are asking
the customer several questions in close proximity.

An appropriate acknowledgment is one that fits the purpose,
i.e. you would not respond to a customer complaint or upset
with 'That's great, brilliant or fantastic', you would use a more
calm and neutral acknowledgement such as 'OK, right, thank
you'

Varied means using more than one word - don't get stuck using
'right' or 'OK' all the time, it can sound officious and dull!

Timely is just that! An acknowledgment should follow
everything the customer tells you, especially after you've
asked a question. If you ask the customer for some information
and they provide it - acknowledge it immediately, don't pause
to think and then acknowledge.

One of the best acknowledgements to use at the start of the
call is


                                     Certainly!
It's positive and tells the customer you want and will help.

Even if you are unsure as to the customer’s request you can use
this, or adapt it slightly:

                    I'll certainly look into that for you...



JEL - Changing the Conversation Oct 09 v3                      20
This tells the customer you are going to help, but enables you
to establish through excellent questioning and listening what
the customers enquiry is and offer the most appropriate
solution.

                                   RAPPORT
Rapport is about being "in sync" with someone else, being on
the "same wave length".

                 Essentially it's getting on with someone!

                              It's quite simple really.

Don't over complicate things, don't try too hard to create it,
by trying too hard to create or 'build' rapport, this will only
make it appear false. If you are too friendly with a customer it
can lead them to think that you want something - 'what's in it
for you to be so nice', i.e. 'what are you going to try and get
out of me, what are you going to try and sell me'

You could actually build up a customer’s defences and create a
barrier to your sales and service by being overly friendly, or
friendly in the wrong places. Consumers are so used to being
sold to all the time and they have begun to associate the
overtly friendly nature with a sales pitch and can start
preparing their objections before you’ve even started!

You should aim for Shibumi in the call. Shibumi is a Japanese
word that usually describes art or sculpture. It is about
simplicity, and seeks to create beauty in its simplest form. Use
this to try and coach and create rapport in its most basic form,
how can you create it without too many frills. How can you get
to the point that the customer feels listened to and
understood, that you are intent on helping and supporting



JEL - Changing the Conversation Oct 09 v3                        21
them? Do that in the quickest and simplest ways and you will
have achieved Shibumi of Rapport™!

There are two types of rapport:

                 Natural Rapport & Constructive Rapport

Think of Natural Rapport as the human side, your ability to get
on with someone. To see things from their point of view, to
understand them, to be friendly and natural and strike up a
feeling of common ground. Some people find this difficult - so
they have to work at building Natural Rapport.

When listening to calls you will be listening out for all of the
above, how was the common ground created, how was a friendly
atmosphere created? How did the agent show the customer
that they saw things from their point of view - that they were
"in sync" with them?

Natural Rapport is built through the Words, Voice, Intent, and
so as such will be mainly evidenced in the Informs section of
the conversation cycle, but it flows through all of the cycle. It
can be viewed as a thread that joins together Informs with
Invites with Listen and Acknowledgements!

Constructive Rapport can be thought of as business rapport.
It is Rapport With Purpose - RWP!

Creating RWP is done by using the Natural Rapport to take the
conversation to a new place. That new place is about ensuring
that we add value and actively seek to broaden and deepen the
relationship with the customer. Asking the following questions
about the contact might help understand if RWP was achieved.




JEL - Changing the Conversation Oct 09 v3                       22
Did we leave the customer happier than they came on the
phone in the first place?
Has the customer learned anything more about the products
and services available to them?
Do we know anything new about the customer that we didn't
know at the start of the call?
Was there a 'wow' factor? If so what was it?
Have we done anything to retain the customers 'goodwill' in
the company - i.e. have we given them a reason to feel good
about the company / service we offer?
Have we done anything to increase the customers 'goodwill' in
the company?

   Rapport With Purpose is created by having high levels of
    Natural Rapport and seeking to use that to enhance the
  customer's experience and therefore increase their loyalty
  and propensity to make future purchases from us - this then
               makes that rapport Constructive.

As with ALL aspects of the call, Rapport has its roots in Desire
- do you want to create a great atmosphere for your customer?
A great thing to do is refer to personal examples of how other
companies have successfully built a special relationship with
you, how was it created? How could you re-create that
experience on a call?


     Coaching should be focused on the Desidero
     Listé, not simply what happened on that call!

              Be Non-Linear & multi-dimensional

                              Focus on Emotions



JEL - Changing the Conversation Oct 09 v3                       23
Coaching cost money - you are investing in the
 value of each employee. Approximately £50 per
 hour, so that's £500 per manager per week. In
  our contact centre that equates to £3000 per
            week. £12,000 per month!

                             £144,000 per year!

              Are you getting value out of that?

    Are you getting a return on that investment?

                              How do you know?

                               Can you prove it?

      How can we get more out of each contact?




      How can we achieve Conversation Cycle
   Excellence across all of the calls - ALL of the
                       time?

        First thing you should do - is look at the
        Desidero Listé, answer each question for
            yourself, be honest with yourself!


JEL - Changing the Conversation Oct 09 v3            24
Make it happen!

An action plan will be necessary to provide the right focus and
attention to it.

Building Conversation Cycle Excellence (CCE) is essential, not
only will it help with the quality it will improve productivity
through making the contacts more effective.

Having a group focus can provide a lot of energy and momentum
- so the entire management team focused on the same issue
will have massive impact.

Taking the conversation cycle and making it the focus for
coaching for 8 weeks, choosing to do intensive coaching on each
section for 2 weeks at a time.

Coach Informs in week one, and see improvements in week 2.
The opening of the session in week 3 can celebrate the
achievements in Informs as the coaching moves onto Invites
and the pattern continues.

This will ensure the learning's from this document can be
embedded in a structured and focused manner with key
milestones and outcomes.

   At the end of the 8 weeks ALL agents and managers will be
    fluent in their vocabulary surrounding conversation cycle.
         Everyone will know about the W.V.I of Informs.

 Everyone will know about the types of questions and where to
                       use them in calls.

 Everyone will know about Active & Passive listening and about
             varied and timely acknowledgements.


JEL - Changing the Conversation Oct 09 v3                         25
Everyone will understand Natural and Constructive Rapport.

          All coaching will come back to the Desidero Listé.

Non-Linear Coaching™ will be the norm! N.L.C is about moving
away from starting at the beginning of the call, in fact it
abolishes the beginning, middle and end. It chooses to focus on
the overall emotion created and seeks to move the coaching
into value adding rather than an audit or a transactional act. A
fully explanation of N.L.C would be beneficial - but a
conversation is needed, it can get complicated to put it into
words!

By starting at the end or the middle it is easier to focus on the
W.V.I, or the Desidero Listé, without simply going into what
was asked for and what was delivered. This can result in
Vending Machine Calls™, basically the customer punches in a
number (asks for something from us) and we drop out a
solution, it's not focused on adding value - just delivering what
the customer asked for quickly and easily.

These are good characteristics on the call - but if the delivery
is no more than a machine could do, then why have a human
take the call? If you want Vending Machine Calls™ then cut the
costs of people and replace them with automated services,
internet and mobile phone self serve options. They are all out
there - but very few providers have eliminated people
altogether, in fact those that have highly effective automated
options have also seen voice contact grow! No matter how much
a business might prefer the model of automation for its huge
cost savings and reliability - consumers want to speak to a
person. We should celebrate the fact by making the contact as
'human' as possible.




JEL - Changing the Conversation Oct 09 v3                      26
If you find that your positive feedback about calls is around it
being 'efficient' and 'doing what the customer wanted' and
doesn't touch on how the relationship was built, how the human
touch was added to the contact - then perhaps it could have
been better fulfilled with an automated option and you have an
example of a Vending Machine Call™.
                    Speaking on your behalf...!

Imagine at the start of each call that the agent says...

    "And today I'm speaking on behalf of (insert your name)"

Think about that, ponder on it for a moment! Speaking on your
behalf, representing you, your team, your brand, your business.
How do you want that service to be? How do you want it to
sound? What do you want it to do? What do you want it to
deliver?

If every single customer was taking your name away at the end
of each call - would that change how you currently feel about
your teams calls? Or do you still think it's the agent’s call, and
that if they are handling it in a poor way it's their problem,
their issue. If an agent delivers a poor service to a customer -
then YOU are delivering a poor service to a customer!

If the chief executive came down to listen to calls, would you
tell him to sit with whoever he wants? Or look around to see
who "just happened to be available" - when in fact you were
hoping your top person was in? When you sit the 'big cheese'
down would you allow the agent to just "get on and do it"
without giving them the "do your best job" nod? Would you feel
confident that they would represent you, your brand, your
business to the best of their ability - and that the 'main man'
was seeing a snap shot of how it really was every day on every



JEL - Changing the Conversation Oct 09 v3                        27
call - or would he just be seeing the polished article because he
is, after all, the 'headline act'!?


  What do you want your calls to sound like?

 How will they represent your brand values?

                          Do your team know?

    How could they do it if they don't know?

So it all comes down to what you want to hear on the calls your
team take, it all comes down to:




          What do
         you want?


JEL - Changing the Conversation Oct 09 v3                      28
The following pages contain examples of
 some of the ways you could focus on
             creating CCE.

 Either use them directly in coaching or
  as a spring board for your own ideas.

    Ensure that your coaching remains
  focused on the Conversation Cycle and
        its application in the call.

  Focus on process if there is a need to
 do so, but don't make that the focus of
              your coaching.




JEL - Changing the Conversation Oct 09 v3   29
C the C
                                    Focus Sheet

   Focus                                    Informs




  Words




   Voice




  Intent



Energy                   Enthusiasm                   Execution



JEL - Changing the Conversation Oct 09 v3                         30
C the C
                                     Focus Sheet
                               Focus - Invites
   (Listen to a call and tick and write examples next to each of the question types. Also
  comment on the appropriateness of the question. Do you know why it was asked? Go by
  what was said on the call. Or can it be only explained by the agent after the call? And
                         finally - was the question in the right place?)




                                Open
                        Fact Finding

                                   Checking

                                Hypothetical

                                   Summarising


Multiple                                                                        Leading
                                             Closed




 JEL - Changing the Conversation Oct 09 v3                                              31
C the C
                                           Focus Sheet
                                 Focus - Listening
 (Think of this as a spectrum between Active Listening & Passive Listening. See the definitions earlier for the
  full explanation. Each time you evidence some form of listening on the call mark where you feel it is on the
 spectrum between the two. Write down your comments as to why. The evidence, of course, has to come from
the call - not your opinion! Back it up with facts. It's purposefully a blank piece of paper as it has to come from
                    your listening to what's happening on the call, not reading an instruction!)




                            Active Listening




                           Passive Listening

JEL - Changing the Conversation Oct 09 v3                                                                       32
C the C
                                    Focus Sheet

       Focus                                Acknowledgements




 Appropriate




      Varied




      Timely


Certainly - OK - That's Great - Brilliant - Excellent - Thank you - Right -
Fantastic - Elvis!




JEL - Changing the Conversation Oct 09 v3                                     33
C the C
                                     Focus Sheet
                              Focus - Rapport
    (The aim here is to create Shibumi of Rapport™, how to get the best relationship with the
  customer in the simplest and easiest way. No over doing it. Basically listen to the customer and
   respond. This ensures that you have Rapport With Purpose. RWP is created by using Natural
           Rapport to build Constructive Rapport. Aim is to create a smile - see below)



       Think of Natural Rapport as being Above the Line, and
                Constructive rapport below the line.

  You would always start the call using Natural Rapport - i.e.
 being friendly, take it into the realm of Constructive Rapport
            and always end with the friendly touch.


                                        Natural Rapport
Start                                                                                         End
of Call
                                                                                     of      Call




                                    Constructive Rapport




     The size of the smile depends on how much Constructive
                   Rapport was built on the call.

    Listening to the customer - making them feel understood,
                      valued and important.

  Wowing them - giving them an unexpected "feel good factor"
 about you and the company in a short and effective manner is
                     Shibumi of Rapport™


JEL - Changing the Conversation Oct 09 v3                                                        34
JEL - Changing the Conversation Oct 09 v3   35

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Changing The Conversation

  • 1. CtheC I wrote this document to help the team managers in the contact centre coach an improvement in the quality of the calls. I called it CtheC which stands for Changing the Conversation. There was a need in my contact centre to see a change in the conversation we were having – due to a massive change in the business. Much of what is written here is common sense and there is a lot that people who work in the contact centre environment will recognise already. Hopefully there may be some bits that inspire people or give them an idea to what they could do with the coaching in their own contact centre. In the past many contact centres have found it difficult to get buy in to ‘coaching’ or monitoring, and in many cases the call monitoring simply turns into an audit function. One of the other intentions of this document was to enable the team managers / leaders / coaches to get more value out of their coaching sessions. JEL - Changing the Conversation Oct 09 v3 1
  • 2. C the C The following pages are ideas, comments and suggestions about Changing the Conversation. There is a large focus on the Conversation Cycle It is aimed at a Team Managers to use as a coaching tool, to think about how they are coaching and what they are coaching. One of the most important parts of your coaching is ensuring that it is remembered - so it can be implemented. Remembering is vital – it is connected to desire. You remember something if you want to remember it. If people you coach remember what you have coached them on – they can make a change. In our contact centre we coach people for 1 hour per week, and this can be standard in many contact centres, an hour is not a long time, so it's vital that your coaching session has such impact that it is remembered for the other 34 hours of the week, when the coachee will be speaking to customers. The use of the ™ logo is in part for comedy purposes (you should always aim for a laugh in everything you do), but on a serious point it's a little prod from me to say that all of this stuff isn't out of a book - it's my creation! I haven't registered them as trademarks - just playing around with the idea!!! JEL - Changing the Conversation Oct 09 v3 2
  • 3. I have tried to be as brief as possible (30 pages!!!), but in reality I could write a lot more. If anyone wants to go into more detail on a particular topic, or understand how I got the cost of coaching, or want to know about the pressure equation and all other good stuff - then get in touch. The Prima Materia. (The First [main] Point) The conversation cycle: Inform Acknowledge Invite Listen It's all about getting back to basics. The need for us to improve our approach on our calls. Changing the Conversation to re-focus on Conversation Cycle. JEL - Changing the Conversation Oct 09 v3 3
  • 4. It’s not just about understanding the conversation cycle – but actively using it and hearing the impact in the call. What you say or how you sound?????? JFK went to Germany in June 1963 and gave a famous speech in which he said "Ich bin ein Berliner", intending to say "I am a Berliner", essentially one of you, of your city. In fact he said - "I am a cocktail sausage", or a donut - depending upon which news article you read. What he said, however, was unimportant compared to how it was delivered. If you deliver anything with the right intention is can sound great, and people can mis-hear the actual meaning. That is not to say we should aim to say something different to what we mean! In most cases it is actually to ensure we mean what we say! Human beings are very good at hearing human emotion, it comes through, and even when we think it doesn't. You can only sound helpful if you truly want to be helpful, you can only sound like you care if you do actually care. People (customers) don’t remember a lot of what a person says, but they do remember how that person makes them feel. JEL - Changing the Conversation Oct 09 v3 4
  • 5. How a customer feels is directly linked to how the contact centre agent feels. So it is important to think about how we feel about the calls we take. Throughout all calls you should bring into your consciousness the following feelings: I call this list the "Desidero Listé" (list of desires!) • Want to be here. • Want to take the call. • Have a genuine desire to speak to customers. • Seek to enjoy your job as much as you can! • Have fun speaking to customers. • Want to help. • Want to make a difference. • Want the customer to leave the call happier than they started. • Want to add value. • Want the call to be more than what it is. • See's things in cinema scope! (The big picture!) A lot of the emphasis here is on "want", as it ALL COMES DOWN TO DESIRE! Desire is the key for me – and it is important to ensure you are coaching on desire. Avoid getting caught into the trap of staring coaching sessions with ‘so what did you think about that call’, or ‘tell me about that call’, it generally leads to a conversation about perception, and can often lead to disagreements. Coaching on desire removes some of those perceptual barriers. JEL - Changing the Conversation Oct 09 v3 5
  • 6. Consider what you are coaching! P, B, D Perception This is the tip of the iceberg - it's only on the surface. You could spend a lot of time coaching 'Perception', but you might not actually change the results or behaviour. Listen to the language used in the coaching - does it concentrate on what you 'think' happened on the call? Don't get bogged down in conversations about perception. Belief This goes a bit deeper - it's below the surface. Here you can discuss what you believe happened, often the coaching can focus on what you believe to be the 'right and wrong' solution for the customer. Coaching here also focuses on what the individual believes they can or cannot do. As with perception you can coach on belief but not necessarily see it translate into action and results. Desire This is ultimately what you are coaching. Does someone actually want to do it? If they do they will. If they don't, they won't. It seems pretty simple - but it's the most effective way to coach. Remember it's easy for someone to say they do want to do something, but if they are not doing it, or you are not seeing results - then ultimately they don't want to do it. Don't take 'yes' as a 'yes' without the action to accompany the 'yes'. JEL - Changing the Conversation Oct 09 v3 6
  • 7. You cannot change behaviour by coaching down from perception. You might change perception, or even belief, but unless the person has the desire the results will not change. If someone has the desire - their belief and perceptions will change accordingly. JEL - Changing the Conversation Oct 09 v3 7
  • 8. What you've got is what you want! Tone of voice comes down to intention, how do you intend to sound? How you intend to sound is how you want to sound! Everyone knows that you should sound positive, professional, polite, and friendly. Everyone knows you should build rapport with a customer or that the greeting is the most important part of the call as it sets the first and lasting impression to the customer. Everyone knows that it is important to sound as though you care and should want to help the customer. So if everyone knows this - how come not everyone does it, all the time? That’s where desire comes into it. In the past its gone wrong because we've talked about the good stuff we want to do on calls and everyone has agreed to it, and we've even shown how it should be done. For example people have been told to increase volume and energy, to sound positive in their tone, to create rapport by seeking to make the customer feel valued. People have been given words and phrases, laminated bubbles to help them along the way. Where has it gone wrong? Basically it hasn't sought to address the key issue - do people actually want to do it? To get someone to sound like they care about something you have to make sure they actually do care! If they do care you don't need to coach them on how to sound as though they care - because they WILL sound as though they care. This point can't emphasised enough. JEL - Changing the Conversation Oct 09 v3 8
  • 9. Look at the Desidero Listé, coach on that, and connect each element to how they sound; don't just try to coach how they sound without reference to the intention behind it!!! As a basic rule - if a coaching session does not contain reference to the Desidero Listé, then it's not adding value. It will be about surface, perception, and not get to the detail. You won't change people’s behaviour. Sometimes in coaching you may think you're changing their mind, and indeed you may do so, but ultimately a person agreeing with you is no guarantee that they will do something about it. Their desire to change, their desire to actively pursue the points on the Desidero Listé is the only thing that will make a difference. Free will - it is an amazing human characteristic We do what we want to do! Therefore JEL - Changing the Conversation Oct 09 v3 9
  • 10. What you've got is what you want! You're results are what you want. There is no escaping this, no excuses, no Blamé Virus™ So let’s dig deep into the conversation cycle, look at each part and analyse how we would like it to sound. It's common sense, but NOT common practice! That's why the desire is so important! JEL - Changing the Conversation Oct 09 v3 10
  • 11. INFORMS Should be specific, timely, concise, jargon free, appropriate, professional, good levels of volume and energy, pace and tone. That all seems basic enough! A lot of this can come down to: Energy, Enthusiasm, Execution The actual words and phrases are important here, such as stating "What I'd like to do", rather than “What we need to do", but that level of detail is only necessary and possible when you've covered off the basics. Telling the customer what you are doing and why is the most important part of informs. Say what you mean - and mean what you say. What are you informing? (The words you use) How are you informing? (The vocal talents you employ) Why are you informing? (Your intention) W.V.I Words, Voice, Intent The answer of each of those questions should be present in the inform. So a good exercise is to ask those questions after an inform that you've listened to as part of call coaching. It has to be self contained in the inform itself, if it's not then the inform needs work!!!! JEL - Changing the Conversation Oct 09 v3 11
  • 12. You cannot say 'what the customer might have thought', or 'what I was meaning was...', or 'I didn't mean it to sound like that' it has to be explicit. Keep it grounded in reality! INVITES The questions you ask! The key point here is that the question should be: The right question, in the right place at the right time! As with the informs this has to be apparent from what happens on the call, the question should be understood from the content of the call, not the content of the mind after the call! All types of questions can and should be used throughout the call, but an awareness of how effective a particular type of question is should be displayed, this is evidenced through the Questioning Funnel below: Open Fact Finding Checking Hypothetical JEL - Changing the Conversation Oct 09 v3 12
  • 13. Summarising Closed Open questions - TED - tell, explain, describe & How. (why) to be avoided if possible as it has negative overtones. Open questions should be at the start of the call, to open up the conversation. They are also great when you need to get a lot of information. Fact Finding - who, what, where, when - traditionally these questions are what people associated with open questions, but they are fact-finding as you want to obtain specific facts from a customer. Checking - what, how. Can I..., Is it OK to... Evidenced that you've checked and understood the customer and what they've had to say. Hypothetical (sales questions), What would happen if? Would you like to? How would you feel if...? These are great questions for cross sales and getting the customer to think about their circumstances or what you've presented to them. Also good for establishing their feelings about something, especially important when you are about to present solutions to them. Summarising - Is that OK? Have I got that right? etc. This is your opportunity to sum up the call and ask the customer if that's OK. It is great service as it assures the customer you have understood, and most importantly, that you intend to take action. JEL - Changing the Conversation Oct 09 v3 13
  • 14. Closed - Have you got everything you expected on today's call? Is that all? Is that everything? Closed questions would traditionally be at the "close" of a call. Be mindful of turning an open question into a closed question by putting 'Can I' at the front of it, example: 'Can I ask what you are calling about today?', technically is a closed question. Whilst it is very unusual - you can get the occasional customer who will simply answer - 'Yes', forcing you to ask the open question, 'What are you calling about today?' or 'How can I help you?' Two types of questions to avoid: Leading & Multiple Leading are when you ask the customer but indicate or lead the customer to the answer, this can be in your intention or the actual words used. Multiple are asking more than one question at once - this is more common than you would imagine, listen out for it!!! LISTEN Possibly the most difficult, and correspondingly the most important, part of the conversation cycle. So many bad calls and conversations are a result of poor listening skills. There are two types of Listening: Active & Passive Passive Listening is the physical and biological act of 'hearing'. Someone who is passively listening can physically 'hear' someone or something, but they are not necessarily taking it in or engaging their mind. JEL - Changing the Conversation Oct 09 v3 14
  • 15. Active Listening is just that - engaging the mind. It is NOT making verbal acknowledgments, you do not demonstrate active listening by simply sounding like you are. You actively listen if you want to listen! If you want to listen to a customer you will pick up on everything they say, especially at the beginning of the call. The customer will reveal a lot about what they want and how they feel, and it's important to pick up on this. The customer will reveal a lot in a little way, it could be the tone of their voice, an expression of frustration or disappointment in the words they use. Equally they could be in a jovial mood. They will tell you what they want, but sometimes not explicitly. Listening and aiming to take in all of this information and DO SOMETHING WITH IT, by ENGAGING your mind will enable you to wow the customer. Customers feel very valued if they feel you have listened to them! You cannot underestimate this, listening to a customer and taking in the smallest of detail and then USING that with the customer can be a massive WOW factor! On a basic level it will help the contact be as efficient as possible without cutting corners. JEL - Changing the Conversation Oct 09 v3 15
  • 16. Being efficient on calls is not about how quickly you can type or speak, it is about how quickly you can understand the customer and let them know you've understood. This is about listening! The fastest and most effective contact centre agent doesn't need to touch type, they actively listen to everything the customer has to say! Listening is also crucial to sales and building rapport. Rapport will be defined later in more detail. Listening out for life events and acting on them is key to broadening and deepening the customer relationship. Life events include things like: Marriage, Divorce, Having a baby, Moving Home, Moving Job, Change in Circumstances, Change in Bank. This list is far from exhaustive, but it represents some of the common types of life events that customers will refer to in their conversations; many of them are the real reason the customer is calling you. For example – a customer may call their bank to change their address, but the reason for calling could be a change in job that meant they moved for example. These life events are the key to opening up the conversation, to change it and make it more valuable to both the customer and the organisation. Practically every organisation wants to be ‘customer centric’, i.e. putting the customer at the heart of everything they do. Well the contact centre is the ears of the organisation and has the opportunity to really listen to what customers want and help shape the business around the customer. JEL - Changing the Conversation Oct 09 v3 16
  • 17. Seek to wow the customer with how you've listened to them, how much attention you've paid to what they have said. Challenge yourself and each other on calls to get the best examples of listening, these would include not having the customer repeat anything about their enquiry & picking up on the small detail of the call; life events and customers emotions! Barriers to listening! Some barriers to listening are easy to overcome - i.e. someone is making noise near you - tell them to stop! The physical barriers to listening are often overcome very quickly and easily. But what about the psychological barriers? These are more difficult to overcome, primarily because you may not be aware that they exist! Here is a short list of some of the common barriers to listening. • Assumptions: One of the most common barriers to listening, making assumptions about what the customer is actually saying or wanting. When listening back to a call ask the question 'Why was I saying that?', was it relating directly to something the customer said, or was it relating to something you assumed they had said / wanted. Overcoming assumptions can be really difficult; you have to be open to the fact that the customer could want something different to what you think. Raising your own awareness of the common assumptions you make about customers if the first step to overcoming this barrier. • Listening to disagree: A common one for complaining customers, only listening out for the things people get wrong; or listening out for those times when you can slap JEL - Changing the Conversation Oct 09 v3 17
  • 18. customers with 'it's in your terms and conditions' or 'you signed for it'. Do you ever get satisfaction from 'winning' the argument with a customer? You might have been unaware that you were not 'listening' at all. • Rehearsing: This is a very common barrier, especially in contact centres. This is practicing what you are going to say to a customer as they are speaking, it significantly limits your ability to actively listen to what the customer is saying. • Pseudo Listening: This is when you are pretending to listen, perhaps you don't actually want to listen to the customer - this could be common amongst complaining customers. Think about the next time you have an argument, you are probably pseudo listening! • Mind Reading: This is when you are trying to predict what the 'customer is really thinking', it is similar to assumptions. • Cherry Picking: Just picking out what you want to listen to! How much you could miss of what the customer is saying by just picking out what you want to listen to? • Judging / Prejudice: We judge people without realising, we do this based on all sorts of factors. When face to face with a person we make assumptions based on whether they are male or female - and this happens within the first few seconds of meeting someone. Over the phone the same can happen with customer’s voice. You may pre-judge the customer and their enquiry or status. This will mean that you only listen to certain aspects of what the customer is saying - those aspects that conform with your believes that have built up in your mind. Don't under-estimate this one. All of us would like to believe that we don't judge people and that we don't allow prejudice to get in the way; but as a lot of that is in your sub-conscious you won't even be aware of how it is effecting your listening. You start working on this one by JEL - Changing the Conversation Oct 09 v3 18
  • 19. being open to the fact that it could happen and actively taking on the feedback when you are coached on calls. ACKNOWLEDGEMENTS These 'listening nods' are very important. They help the flow of the contact by ensuring that the customers knows you have listened to them and that you intend on doing something. They are a great way to control your contact as it gives the customer a positive impression that you are there to help. They complete the conversation cycle They should be appropriate, varied and timely, A.V.T.!!! Here is a list of acknowledgements that can be used during the call. Certainly OK That's great Brilliant Excellent Thank you Right Fantastic Elvis (huh-huh) The list is not exhaustive, but it can help sometimes to have it close at hand. It's very easy not to use acknowledgments, to think of them as unimportant - but you would be surprised what a difference they can make. JEL - Changing the Conversation Oct 09 v3 19
  • 20. They finish of the cycle and lend the call an air of professionalism. They are particularly useful in ensuring the call does not sound like an interrogation, especially on security when you are asking the customer several questions in close proximity. An appropriate acknowledgment is one that fits the purpose, i.e. you would not respond to a customer complaint or upset with 'That's great, brilliant or fantastic', you would use a more calm and neutral acknowledgement such as 'OK, right, thank you' Varied means using more than one word - don't get stuck using 'right' or 'OK' all the time, it can sound officious and dull! Timely is just that! An acknowledgment should follow everything the customer tells you, especially after you've asked a question. If you ask the customer for some information and they provide it - acknowledge it immediately, don't pause to think and then acknowledge. One of the best acknowledgements to use at the start of the call is Certainly! It's positive and tells the customer you want and will help. Even if you are unsure as to the customer’s request you can use this, or adapt it slightly: I'll certainly look into that for you... JEL - Changing the Conversation Oct 09 v3 20
  • 21. This tells the customer you are going to help, but enables you to establish through excellent questioning and listening what the customers enquiry is and offer the most appropriate solution. RAPPORT Rapport is about being "in sync" with someone else, being on the "same wave length". Essentially it's getting on with someone! It's quite simple really. Don't over complicate things, don't try too hard to create it, by trying too hard to create or 'build' rapport, this will only make it appear false. If you are too friendly with a customer it can lead them to think that you want something - 'what's in it for you to be so nice', i.e. 'what are you going to try and get out of me, what are you going to try and sell me' You could actually build up a customer’s defences and create a barrier to your sales and service by being overly friendly, or friendly in the wrong places. Consumers are so used to being sold to all the time and they have begun to associate the overtly friendly nature with a sales pitch and can start preparing their objections before you’ve even started! You should aim for Shibumi in the call. Shibumi is a Japanese word that usually describes art or sculpture. It is about simplicity, and seeks to create beauty in its simplest form. Use this to try and coach and create rapport in its most basic form, how can you create it without too many frills. How can you get to the point that the customer feels listened to and understood, that you are intent on helping and supporting JEL - Changing the Conversation Oct 09 v3 21
  • 22. them? Do that in the quickest and simplest ways and you will have achieved Shibumi of Rapport™! There are two types of rapport: Natural Rapport & Constructive Rapport Think of Natural Rapport as the human side, your ability to get on with someone. To see things from their point of view, to understand them, to be friendly and natural and strike up a feeling of common ground. Some people find this difficult - so they have to work at building Natural Rapport. When listening to calls you will be listening out for all of the above, how was the common ground created, how was a friendly atmosphere created? How did the agent show the customer that they saw things from their point of view - that they were "in sync" with them? Natural Rapport is built through the Words, Voice, Intent, and so as such will be mainly evidenced in the Informs section of the conversation cycle, but it flows through all of the cycle. It can be viewed as a thread that joins together Informs with Invites with Listen and Acknowledgements! Constructive Rapport can be thought of as business rapport. It is Rapport With Purpose - RWP! Creating RWP is done by using the Natural Rapport to take the conversation to a new place. That new place is about ensuring that we add value and actively seek to broaden and deepen the relationship with the customer. Asking the following questions about the contact might help understand if RWP was achieved. JEL - Changing the Conversation Oct 09 v3 22
  • 23. Did we leave the customer happier than they came on the phone in the first place? Has the customer learned anything more about the products and services available to them? Do we know anything new about the customer that we didn't know at the start of the call? Was there a 'wow' factor? If so what was it? Have we done anything to retain the customers 'goodwill' in the company - i.e. have we given them a reason to feel good about the company / service we offer? Have we done anything to increase the customers 'goodwill' in the company? Rapport With Purpose is created by having high levels of Natural Rapport and seeking to use that to enhance the customer's experience and therefore increase their loyalty and propensity to make future purchases from us - this then makes that rapport Constructive. As with ALL aspects of the call, Rapport has its roots in Desire - do you want to create a great atmosphere for your customer? A great thing to do is refer to personal examples of how other companies have successfully built a special relationship with you, how was it created? How could you re-create that experience on a call? Coaching should be focused on the Desidero Listé, not simply what happened on that call! Be Non-Linear & multi-dimensional Focus on Emotions JEL - Changing the Conversation Oct 09 v3 23
  • 24. Coaching cost money - you are investing in the value of each employee. Approximately £50 per hour, so that's £500 per manager per week. In our contact centre that equates to £3000 per week. £12,000 per month! £144,000 per year! Are you getting value out of that? Are you getting a return on that investment? How do you know? Can you prove it? How can we get more out of each contact? How can we achieve Conversation Cycle Excellence across all of the calls - ALL of the time? First thing you should do - is look at the Desidero Listé, answer each question for yourself, be honest with yourself! JEL - Changing the Conversation Oct 09 v3 24
  • 25. Make it happen! An action plan will be necessary to provide the right focus and attention to it. Building Conversation Cycle Excellence (CCE) is essential, not only will it help with the quality it will improve productivity through making the contacts more effective. Having a group focus can provide a lot of energy and momentum - so the entire management team focused on the same issue will have massive impact. Taking the conversation cycle and making it the focus for coaching for 8 weeks, choosing to do intensive coaching on each section for 2 weeks at a time. Coach Informs in week one, and see improvements in week 2. The opening of the session in week 3 can celebrate the achievements in Informs as the coaching moves onto Invites and the pattern continues. This will ensure the learning's from this document can be embedded in a structured and focused manner with key milestones and outcomes. At the end of the 8 weeks ALL agents and managers will be fluent in their vocabulary surrounding conversation cycle. Everyone will know about the W.V.I of Informs. Everyone will know about the types of questions and where to use them in calls. Everyone will know about Active & Passive listening and about varied and timely acknowledgements. JEL - Changing the Conversation Oct 09 v3 25
  • 26. Everyone will understand Natural and Constructive Rapport. All coaching will come back to the Desidero Listé. Non-Linear Coaching™ will be the norm! N.L.C is about moving away from starting at the beginning of the call, in fact it abolishes the beginning, middle and end. It chooses to focus on the overall emotion created and seeks to move the coaching into value adding rather than an audit or a transactional act. A fully explanation of N.L.C would be beneficial - but a conversation is needed, it can get complicated to put it into words! By starting at the end or the middle it is easier to focus on the W.V.I, or the Desidero Listé, without simply going into what was asked for and what was delivered. This can result in Vending Machine Calls™, basically the customer punches in a number (asks for something from us) and we drop out a solution, it's not focused on adding value - just delivering what the customer asked for quickly and easily. These are good characteristics on the call - but if the delivery is no more than a machine could do, then why have a human take the call? If you want Vending Machine Calls™ then cut the costs of people and replace them with automated services, internet and mobile phone self serve options. They are all out there - but very few providers have eliminated people altogether, in fact those that have highly effective automated options have also seen voice contact grow! No matter how much a business might prefer the model of automation for its huge cost savings and reliability - consumers want to speak to a person. We should celebrate the fact by making the contact as 'human' as possible. JEL - Changing the Conversation Oct 09 v3 26
  • 27. If you find that your positive feedback about calls is around it being 'efficient' and 'doing what the customer wanted' and doesn't touch on how the relationship was built, how the human touch was added to the contact - then perhaps it could have been better fulfilled with an automated option and you have an example of a Vending Machine Call™. Speaking on your behalf...! Imagine at the start of each call that the agent says... "And today I'm speaking on behalf of (insert your name)" Think about that, ponder on it for a moment! Speaking on your behalf, representing you, your team, your brand, your business. How do you want that service to be? How do you want it to sound? What do you want it to do? What do you want it to deliver? If every single customer was taking your name away at the end of each call - would that change how you currently feel about your teams calls? Or do you still think it's the agent’s call, and that if they are handling it in a poor way it's their problem, their issue. If an agent delivers a poor service to a customer - then YOU are delivering a poor service to a customer! If the chief executive came down to listen to calls, would you tell him to sit with whoever he wants? Or look around to see who "just happened to be available" - when in fact you were hoping your top person was in? When you sit the 'big cheese' down would you allow the agent to just "get on and do it" without giving them the "do your best job" nod? Would you feel confident that they would represent you, your brand, your business to the best of their ability - and that the 'main man' was seeing a snap shot of how it really was every day on every JEL - Changing the Conversation Oct 09 v3 27
  • 28. call - or would he just be seeing the polished article because he is, after all, the 'headline act'!? What do you want your calls to sound like? How will they represent your brand values? Do your team know? How could they do it if they don't know? So it all comes down to what you want to hear on the calls your team take, it all comes down to: What do you want? JEL - Changing the Conversation Oct 09 v3 28
  • 29. The following pages contain examples of some of the ways you could focus on creating CCE. Either use them directly in coaching or as a spring board for your own ideas. Ensure that your coaching remains focused on the Conversation Cycle and its application in the call. Focus on process if there is a need to do so, but don't make that the focus of your coaching. JEL - Changing the Conversation Oct 09 v3 29
  • 30. C the C Focus Sheet Focus Informs Words Voice Intent Energy Enthusiasm Execution JEL - Changing the Conversation Oct 09 v3 30
  • 31. C the C Focus Sheet Focus - Invites (Listen to a call and tick and write examples next to each of the question types. Also comment on the appropriateness of the question. Do you know why it was asked? Go by what was said on the call. Or can it be only explained by the agent after the call? And finally - was the question in the right place?) Open Fact Finding Checking Hypothetical Summarising Multiple Leading Closed JEL - Changing the Conversation Oct 09 v3 31
  • 32. C the C Focus Sheet Focus - Listening (Think of this as a spectrum between Active Listening & Passive Listening. See the definitions earlier for the full explanation. Each time you evidence some form of listening on the call mark where you feel it is on the spectrum between the two. Write down your comments as to why. The evidence, of course, has to come from the call - not your opinion! Back it up with facts. It's purposefully a blank piece of paper as it has to come from your listening to what's happening on the call, not reading an instruction!) Active Listening Passive Listening JEL - Changing the Conversation Oct 09 v3 32
  • 33. C the C Focus Sheet Focus Acknowledgements Appropriate Varied Timely Certainly - OK - That's Great - Brilliant - Excellent - Thank you - Right - Fantastic - Elvis! JEL - Changing the Conversation Oct 09 v3 33
  • 34. C the C Focus Sheet Focus - Rapport (The aim here is to create Shibumi of Rapport™, how to get the best relationship with the customer in the simplest and easiest way. No over doing it. Basically listen to the customer and respond. This ensures that you have Rapport With Purpose. RWP is created by using Natural Rapport to build Constructive Rapport. Aim is to create a smile - see below) Think of Natural Rapport as being Above the Line, and Constructive rapport below the line. You would always start the call using Natural Rapport - i.e. being friendly, take it into the realm of Constructive Rapport and always end with the friendly touch. Natural Rapport Start End of Call of Call Constructive Rapport The size of the smile depends on how much Constructive Rapport was built on the call. Listening to the customer - making them feel understood, valued and important. Wowing them - giving them an unexpected "feel good factor" about you and the company in a short and effective manner is Shibumi of Rapport™ JEL - Changing the Conversation Oct 09 v3 34
  • 35. JEL - Changing the Conversation Oct 09 v3 35