Coaches Corner v.11.03.2022

Coaches Corner v.11.03.2022

Guest writer Floyd Jerkins brings us our latest installment of our Coaches Corner, v.11.03.2022.

Can You Improve Your Employees Psychological Income?

One of the most profound human characteristics centers around our need to be appreciated. When we are in a relationship where we feel appreciated and valued, our self-esteem rises, and we are much more open to making changes and being part of a team. Leaders know this and work to create an environment for people to be recognized.

Employees need economic income and psychological income. To reach peak performance, both are needed to have balance in life while the business pursues high profits. When employees enjoy the economic portion, a question is how much more commitment could they make if they had the psychological income to match?

Managers Becoming Experts in Finding the Things That Go Wrong

More often than not, managers are on the job to find the things going wrong and fix them. Many become experts at this. One of the most serious challenges in motivating people is that over time if all they hear are the negatives, it breeds a less than average mindset or one that goes all out to protect themselves from ridicule. It’s hard to build a team of high-performing champions if all they hear is what they are doing wrong all the time.

The “emotional bank account” is a theory and a practical application. The theory suggests that the more deposits you make into someone’s emotional bank account, their self-esteem increases, trust builds and makes them more open to changes. You are overdrawn in the account if you don’t make purposeful deposits. The person then closes down and isn’t up for much of anything because they are always suspicious of your motives. The practical application is to be well invested in the emotional bank account with your teams through your leadership and communications style and the consideration you show.

Catching Team Members Doing Something Right

Many times, all a leader hears in a day are the negatives. Some staff will bombard you with every negative there is. As a leader, you are often the center of communications, and this can become draining if you don’t frame these issues correctly.

This is one of the biggest keys to making happy employees. As a leader, we often forget to praise someone when they do a great job. Our heads are into other business-related issues. I don’t bet but only on sure things. And I’ll bet your business has all kinds of positive service points of contacts every day. If you didn’t, you wouldn’t last long in the business. Do you see them? Can you make it a daily practice to praise your staff when they perform the correct customer service behaviors you want to see?

A client of mine owns a few McDonalds. They installed the “thank you” process. Each employee was to say thank you when another employee did something for them, or they witnessed a fellow employee performing an uncommon act of service. All the managers started the process weeks before they rolled it out with all the staff. My friend said it was amazing how quickly this caught on and the improvement it made to the attitudes of the staff. It became contagious.

An example from another client. If an employee goes over and beyond to help a customer or assist a teammate, they will get a “good job card” with their name on it at their monthly manager’s meeting. These cards can come from managers, other employees or from customers telling management. They then would get to put their cards into a box. The manager would draw a card out of the box with a name on it. That person would then win a gift of $100 in value. A few of their people didn’t care about getting a card until they saw the same people winning. Then they joined in by trying to go over and beyond at customer service or helping another teammate to win. It became contagious.

Strategy to Make Emotional Deposits: The Magic of Dimes

Business owners go to great lengths and expense to recruit and hire the right people. I’ve always wanted people who worked for me to come to work and enjoy what they are doing.

As I mentioned in this article’s opening lines, we all have basic human tendencies. As a leader, we can nurture people through our leadership style and grow the talent we need to continue to achieve the goals and mission of the company.

Try putting ten dimes in one pocket and moving them to the other pocket one at a time with each positive message you give to someone throughout the day. The idea is to try and break old habits, and I am sure that is what many of us have. How many dimes do you have at the end of the day? Track this for a couple of weeks; you’ll be surprised. If you do well, you will also notice a change in the people around you. It is magical.

You can’t be fake about this, nor be insincere. Remember, in the absence of leadership; people will follow the strangest things. With leadership, ordinary people can do extraordinary things.

Did you enjoy this blog? Read more great blog posts here.
For our course lists, please click here.

Coaches Corner v.10.27.2022

Coaches Corner v.10.27.2022

Guest writer Floyd Jerkins brings us our third installment in our Coaches Corner, v.10.27.2022.

A Leadership Rule: What You Do is So Loud I Can’t Hear What You’re Saying

How Effective Are Your Leaders?

You want employees to feel good to be working as part of a team that is working together – and everyone is improving. Many managers would be surprised to learn how little their employees believe management is walking the talk.

You can quickly scan the internet and find thousands of articles on leadership. Hundreds of thousands of terabytes of data on the subject are available. Why then are we still seeing fundamental leadership issues?

Leaders have to be the change they want to see.

Whether Bruce Lee or Gandi said it first, it’s a powerful metaphor for leaders. Yeah, I know, it sounds like a cliche statement, but a modeled behavior makes this a reality. You can’t fake it with lots of words or bravado. You have to walk the talk.

I helped a group establish a renewed mission and vision for their company. First, we had to talk through how they created their first set of statements, how they outlined the behaviors they expected staff to have, and then how they communicated this to their entire organization.

Previously, they discussed their competition many times but tended to over-analyze how they compare to the other companies. They were trying to be just like the other companies their customers touch instead of understanding how they made the customers feel and replicating the same feelings from their organization. Once everyone recognized this, it started a whole new discussion. You just can’t put words on paper and expect everyone to automatically adopt them into day-to-day behaviors.

Every time a customer comes in contact with your company, you have the opportunity to create value by managing these touch points. These “touch points” of interactions form the impressions of your business. Every front-line employee has to walk the talk because hundreds and even thousands of these touch points happen daily. Nearly all of them are manageable by leaders and create coachable moments.

Specific customer service behaviors should be in your mission statement and your employee’s job descriptions. When you include these into training sessions, you begin integrating them into the hearts and minds of your employees. When it is trained in employees and in their job descriptions, they remember it and work towards it. These ideals aren’t just going to happen by chance; they must be planned for.

There is a lesson on the importance of having things detailed, organized, fast service, doing what we tell the customer, etc. If we take care of our customers, they will take care of us. That is such a simple statement, but it has far-reaching consequences in the business.

Remove Pass the Buck Bill

Nothing upsets a customer more than having an employee tell them to see someone else in the business that created the problem. Putting a customer on hold only to wait and wait for the next person in line to start the conversation all over again doesn’t make those enduring experiences customers expect today. I call those employees, Pass the Buck Bill. 

Passing on the responsibility to another employee or department is a common occurrence, yet; it drives customers away and makes your company just like all the other average ones out there.

Can These Touch Points Be Managed? 

Yes, They Can!

Each employee is a manager of customer relations. Even the janitor, because they come in contact with a customer, so they create an impression of good or bad service. Everyone needs to focus on the customer’s needs even if they don’t deal with or come in contact with the customer. Even a ticked-off customer is everyone’s responsibility. The more you can include your employees in this leadership role, they are more likely will become committed to doing an excellent job.

Every Customer is Heard Through Many Ears.

As a leader, you’ll sometimes get “employee ears” telling you all kinds of negative rhetoric about one department or the other. Someone in one department hears a customer say something about another department, etc. It is difficult to listen to these negative comments and not do something, but at the same time, you have to become aware that there are three sides to every story.

Implementing cross-departmental meetings to discuss customer service starts to create a deeper understanding of individual responsibility.

The idea of having different groups together within the business and discussing “how do we rate today on a scale of one to ten” starts the internal conversations about improving customer service. If one group says they are a seven at greeting customers with a smile, then ask why. This opens the discussion about how to get better tomorrow. Even if you start this out as once a week or once a month, it gives the employees their chance to have their say and make it more personal. This whole process intentionally gives them the power to try to improve.

It would be nice to have this just naturally happen between staff, but that’s not the reality. A leader has to set the tone for customer service. The leader has to walk the talk of leadership and be the change they want to see.

Did you enjoy this blog? Read more great blog posts here.
For our course lists, please click here.

 

Coaches Corner v.10.20.2022

Coaches Corner v.10.20.2022

Learning Without Scars is pleased to present the next installment in our series, Coaches Corner. Please feel free to click the link to read the welcome post authored by Floyd Jerkins.

Coaches Corner v.10.20.2022

Did you enjoy this blog? Read more great blog posts here.
For our course lists, please click here.

Introducing Coaches Corner

Introducing Coaches Corner

Learning Without Scars is pleased to present the very first in our new series, Coaches Corner. Please feel free to click the link to read the welcome post authored by Floyd Jerkins.

Introducing Coaches Corner.

 

Did you enjoy this blog? Read more great blog posts here.
For our course lists, please click here.

Can You Improve Your Employees’ Psychological Income?

Can You Improve Your Employees’ Psychological Income?

Guest writer Floyd Jerkins continues his series on customer service with part 3: Can You Improve Your Employees’ Psychological Income?

One of the most profound human characteristics centers around our need to be appreciated. When we are in a relationship where we feel appreciated and valued, our self-esteem rises, and we are much more open to making changes and being part of a team. Leaders know this and work to create an environment for people to be recognized.

Employees need economic income and psychological income. To reach peak performance, both are needed to have balance in life while the business pursues high profits. When employees enjoy the economic portion, a question is how much more commitment could they make if they had the psychological income to match?

Managers Becoming Experts in Finding the Things That Go Wrong

More often than not, managers are on the job to find the things going wrong and fix them. Many become experts at this. One of the most serious challenges in motivating people is that over time if all they hear are the negatives, it breeds a less than average mindset or one that goes all out to protect themselves from ridicule. It’s hard to build a team of high-performing champions if all they hear is what they are doing wrong all the time.

The “emotional bank account” is a theory and a practical application. The theory suggests that the more deposits you make into someone’s emotional bank account, their self-esteem increases, trust builds and makes them more open to changes. You are overdrawn in the account if you don’t make purposeful deposits. The person then closes down and isn’t up for much of anything because they are always suspicious of your motives. The practical application is to be well invested in the emotional bank account with your teams through your leadership and communications style and the consideration you show.

Catching Team Members Doing Something Right

Many times, all a leader hears in a day are the negatives. Some staff will bombard you with every negative there is. As a leader, you are often the center of communications, and this can become draining if you don’t frame these issues correctly.

This is one of the biggest keys to making happy employees. As a leader, we often forget to praise someone when they do a great job. Our heads are into other business-related issues. I don’t bet but only on sure things. And I’ll bet your business has all kinds of positive service points of contacts every day. If you didn’t, you wouldn’t last long in the business. Do you see them? Can you make it a daily practice to praise your staff when they perform the correct customer service behaviors you want to see?

A client of mine owns a few McDonalds. They installed the “thank you” process. Each employee was to say thank you when another employee did something for them, or they witnessed a fellow employee performing an uncommon act of service. All the managers started the process weeks before they rolled it out with all the staff. My friend said it was amazing how quickly this caught on and the improvement it made to the attitudes of the staff. It became contagious.

An example from another client. If an employee goes over and beyond to help a customer or assist a teammate, they will get a “good job card” with their name on it at their monthly manager’s meeting. These cards can come from managers, other employees or from customers telling management. They then would get to put their cards into a box. The manager would draw a card out of the box with a name on it. That person would then win a gift of $100 in value. A few of their people didn’t care about getting a card until they saw the same people winning. Then they joined in by trying to go over and beyond at customer service or helping another teammate to win. It became contagious.

Strategy to Make Emotional Deposits: The Magic of Dimes

Business owners go to great lengths and expense to recruit and hire the right people. I’ve always wanted people who worked for me to come to work and enjoy what they are doing.

As I mentioned in this article’s opening lines, we all have basic human tendencies. As a leader, we can nurture people through our leadership style and grow the talent we need to continue to achieve the goals and mission of the company.

Try putting ten dimes in one pocket and moving them to the other pocket one at a time with each positive message you give to someone throughout the day. The idea is to try and break old habits, and I am sure that is what many of us have. How many dimes do you have at the end of the day? Track this for a couple of weeks; you’ll be surprised. If you do well, you will also notice a change in the people around you. It is magical.

You can’t be fake about this, nor be insincere. Remember, in the absence of leadership; people will follow the strangest things. With leadership, ordinary people can do extraordinary things.

Did you enjoy this blog? Read more great blog posts here.
For our course lists, please click here.

A Leadership Rule: What You Do is So Loud I Can’t Hear What You’re Saying

A Leadership Rule: What You Do is So Loud I Can’t Hear What You’re Saying

Guest writer Floyd Jerkins takes a top-down approach to customer service in his blog post this week, “A Leadership Rule: What You Do Is So Loud I Can’t Hear What You’re Saying.”

How Effective Are Your Leaders?

You want employees to feel good to be working as part of a team that is working together – and everyone is improving. Many managers would be surprised to learn how little their employees believe management is walking the talk.

You can quickly scan the internet and find thousands of articles on leadership. Hundreds of thousands of terabytes of data on the subject are available. Why then are we still seeing fundamental leadership issues?

Leaders have to be the change they want to see.

Whether Bruce Lee or Gandi said it first, it’s a powerful metaphor for leaders. Yeah, I know, it sounds like a cliche statement, but a modeled behavior makes this a reality. You can’t fake it with lots of words or bravado. You have to walk the talk.

I helped a group establish a renewed mission and vision for their company. First, we had to talk through how they created their first set of statements, how they outlined the behaviors they expected staff to have, and then how they communicated this to their entire organization.

Previously, they discussed their competition many times but tended to over-analyze how they compare to the other companies. They were trying to be just like the other companies their customers touch instead of understanding how they made the customers feel and replicating the same feelings from their organization. Once everyone recognized this, it started a whole new discussion. You just can’t put words on paper and expect everyone to automatically adopt them into day-to-day behaviors.

Every time a customer comes in contact with your company, you have the opportunity to create value by managing these touch points. These “touch points” of interactions form the impressions of your business. Every front-line employee has to walk the talk because hundreds and even thousands of these touch points happen daily. Nearly all of them are manageable by leaders and create coachable moments.

Specific customer service behaviors should be in your mission statement and your employee’s job descriptions. When you include these into training sessions, you begin integrating them into the hearts and minds of your employees. When it is trained in employees and in their job descriptions, they remember it and work towards it. These ideals aren’t just going to happen by chance; they must be planned for.

There is a lesson on the importance of having things detailed, organized, fast service, doing what we tell the customer, etc. If we take care of our customers, they will take care of us. That is such a simple statement, but it has far-reaching consequences in the business.

Remove Pass the Buck Bill

Nothing upsets a customer more than having an employee tell them to see someone else in the business that created the problem. Putting a customer on hold only to wait and wait for the next person in line to start the conversation all over again doesn’t make those enduring experiences customers expect today. I call those employees, Pass the Buck Bill. 

Passing on the responsibility to another employee or department is a common occurrence, yet; it drives customers away and makes your company just like all the other average ones out there.

Can These Touch Points Be Managed? 

Yes, They Can!

Each employee is a manager of customer relations. Even the janitor, because they come in contact with a customer, so they create an impression of good or bad service. Everyone needs to focus on the customer’s needs even if they don’t deal with or come in contact with the customer. Even a ticked-off customer is everyone’s responsibility. The more you can include your employees in this leadership role, they are more likely will become committed to doing an excellent job.

Every Customer is Heard Through Many Ears

As a leader, you’ll sometimes get “employee ears” telling you all kinds of negative rhetoric about one department or the other. Someone in one department hears a customer say something about another department, etc. It is difficult to listen to these negative comments and not do something, but at the same time, you have to become aware that there are three sides to every story.

Implementing cross-departmental meetings to discuss customer service starts to create a deeper understanding of individual responsibility.

The idea of having different groups together within the business and discussing “how do we rate today on a scale of one to ten” starts the internal conversations about improving customer service. If one group says they are a seven at greeting customers with a smile, then ask why. This opens the discussion about how to get better tomorrow. Even if you start this out as once a week or once a month, it gives the employees their chance to have their say and make it more personal. This whole process intentionally gives them the power to try to improve.

It would be nice to have this just naturally happen between staff, but that’s not the reality. A leader has to set the tone for customer service. The leader has to walk the talk of leadership and be the change they want to see.

Did you enjoy this blog? Read more great blog posts here.
For our course lists, please click here.

The Wonderful World of Disney – Customer Service on the Front Line

The Wonderful World of Disney – Customer Service on the Front Line

Guest writer Floyd Jerkins tackles how customer service looks when it is done with exceptional skill in this week’s guest post “The Wonderful World of Disney – Customer Service on the Front Line.”

Disney has been in the news recently. Some would say for the wrong reasons. One thing that has been true for decades is they deliver outstanding customer service. Disney provides millions of people every year with an experience of a lifetime that keeps customers coming back generation after generation. You can’t fake that level of excellence and customer service.

A good friend of mine just returned from taking his family to Disneyland for the fourth time. Of course, I love to hear his stories about their family experience, but it also piqued my interest in “how are they doing”; with their customer service.

Customer retention is more important than ever in all businesses as we find ourselves in an increasingly competitive world fighting for a piece of market share and the customers’ wallets.

Disney is an excellent model to consider because of the high loyalty level among its guests. They serve as a guideline for anyone who wants to improve customer satisfaction and loyalty.

The Red Zone

Walt Disney said, “Just when everyone is saying how great you are is when you’re the most vulnerable.” At Disney, it’s known as the Red Zone. Every business that gets positive feedback from customers regularly can quickly become complacent. Something changes when you get all the right people in the right positions and things go smoothly. Many businesses feel like they are unstoppable. That’s the reality of running any business.

The problem is that in any short two-month period, you can have a lot of things go wrong that probably set you back six months or even a year of growth. It could be just a few little things, but it still causes plans to slow down or stall completely. This shows that being prepared all the time for the unexpected is the only way to stay ahead of the competition. Arrogance and complacency can cause a lack of attention to detail. Keeping your front-line people focused isn’t always easy, even in the best of times.

Who is Your Competition?

According to Disney’s philosophy, anyone that raises your customers’ expectations is a competitor. That is really true and something many think little about. If someone likes how they get treated buying a car or new home or getting their dry cleaning done, how can your team help the customer feel even better when dealing with your business?

The customer compares you with all other businesses they deal with. We are all competitors when it comes to customer satisfaction. Every front-line person must realize that every interaction they have with a customer forms an impression at that point of contact, or touch point as I call it. Not every other one, but everyone. The customer leaves that interaction with being, in the simplest terms, mad, glad, sad, or scared.

The customer doesn’t just look at the product when making a purchase. They rate the way they are treated on the phone, the invoice accuracy, the follow-up when they inquire with a question, the warranty claims procedures, and the list goes on and on.

Some internal customers look for and expect the same attention and focus as external customers. This is an important point to remember in any business. How often do we take a customer for granted and just think he will buy from us again? How often are you surprised that one of your front-line people suddenly quits?

Conduct the “How Are You Doing?” Test With Internal Customers

Disney isn’t unlike many other retail businesses; they make every effort to implement common sense practices. It’s always easy to say any business could adopt these practices, but that’s not true. As I’ve often said, common sense isn’t always common practice.

Leadership and cultural components impact the ability to implement these practices, and consistent communications are needed to sustain them. When it comes together, it’s like magic and full of possibilities. A major essential item is to take the time and effort to look at things from your customer’s perspective. Creating purposeful internal communications and setting the correct behavioral expectations doesn’t just happen by chance.

When in your weekly department meetings, ask the question, “How are we doing?” I know that is a pretty broad question but start the conversation about what people are hearing about your organization during their business transactions with customers. Also, ask what they overhear in a conversation between two customers or a group of customers. Begin asking for feedback from each team member; what in their opinion can we improve or what are we doing right? Create the entire list of items, then pick the top two or three that you could improve on and discuss how you can improve as a team. Give yourselves some timelines to see these issues resolved. Gather the successes and discuss the achievements at the same time. Never let the number of flaws outweigh your accomplishments.

Personal Development is the Key to Organizational Development

I contend that when you hire good people in a growing organization, you can generally find a role for them. Hiring front line people who want to learn is easily identifiable. Remember, personal development is the key to organizational development. If they don’t want to learn, how valuable is that person on the team?

Did you enjoy this blog? Read more great blog posts here.
For our course lists, please click here.

Hire Slow and Wait… Just a Minute Before You Fire Fast

Hire Slow and Wait… Just a Minute Before You Fire Fast

Guest writer Floyd Jerkins walks us through the process of hiring and firing in a way that transcends industries in Hire Slow and Wait… Just a Minute Before You Fire Fast.

If you’re responsible for direct reports, then you’ve heard the hire slow and fire fast statement. Yea, you may have even heard that from me over the years. Before you actually pull the trigger, I’d like to ask you to consider a few things.

Should Management Be Fired First?

I am a huge proponent that you make sure that management has done their jobs right before firing someone. Firing someone who’s had a poor manager or having been managed by a poor set of systems and processes is like knowing your car is nearly out of gas and getting on a turnpike and blaming someone else for not putting gas in the car. It’s a recipe for failure and disappointment. Who’s really responsible?

In assessing an organization, I would interview key employees. One of the questions centered around their understanding of their job description. I was always curious to learn how close the description is to what they really do. It was alarming how many employees didn’t have one or if they did, it didn’t relate to their job functions.

Accurate Job Descriptions and Orientation Steps

One of the very basics is to have a current job description that properly matches what you want the employee to do. This is a guidepost to not only their performance but setting expectations. It is also the baseline of a performance review.

The start of creating a good or even great employee is when they are new. In the interview, you may have said how great your company is and how well everyone gets along. As soon as the new employee is unleashed into your business, the realities are exposed. Old employees will tell new ones the strangest things.

Make sure the new employee receives a proper orientation. They are already dealing with a new job, a new way to drive to work, and a host of other issues. Make it easy for them to assimilate into the business. Show them the lay of the land. Introduce them to all the key players. You might even consider not having them perform in the role until they get settled in.

Every new hire needs to be frequently evaluated. You want to make course corrections early on, so you do not allow bad habits to settle in. Also, be cautious about the volume of pointing out the negatives. You have to find successes and highlight the positive behaviors to help with the new hire’s phycological aspects.

In the orientation, offer a dedicated systemic feedback system. Depending on your cultural issues, this needs to be in a formal and informal style. What you want to create is an open communication process where this employee can ask questions or verify certain systems or procedures.

Was there enough coaching to bring them along? Did we hire them for the wrong position, and could they be better doing something else for us? Should we set them free? All these kinds of questions need to be asked before you fire.

Why Did You Wait to Fire Someone?

Normally, when you decide to let someone go, it’s came after a long time of evaluating and talking, and well, it can become exhausting. If you think you should have fired someone months ago, you are probably right. Why didn’t you? Did you think that there would be some miracle?

Firing fast is all about making the decisions you should have made. But it should always come after you’ve made an honest evaluation of whether or not the management team has done their jobs right. 

Did you enjoy this blog? Read more great blog posts here.
For our course lists, please click here.

Relationship Selling: Nine Tips & Strategies on Handling Incoming Sales Calls

Relationship Selling: Nine Tips & Strategies on Handling Incoming Sales Calls

Guest writer Floyd Jerkins closes his series on relationship selling with today’s blog post on nine tips and strategies on handling incoming sales calls.

The radio newspaper was invented in 1939. The idea was that a radio transmission would transfer the newspaper to the device in your home, which would then print it out on a nine-foot role of paper, which could then be cut or folded. Each page would take 15 minutes to transmit, which seems slow in our age of instant news access, but in those days was probably considered revolutionary. It didn’t ever really catch on, but it probably had a bearing on later inventions, such as the fax machine.

The telephone has proven to be one of the greatest inventions ever made but I guess it is a lot like the radio newspaper, if it’s not used right, it is just another device. We are in the “let your fingers do the talking” generation. Customers want to save time and money, so they start making calls seeking information before the make a purchase. Salespeople many times don’t handle these incoming calls as true lead. This misjudgment costs the business thousands of dollars every year. They can be as valuable as a walk-in customer if you handle it right.

Common questions customers ask when calling in:

  1. What do you have?
  2. How much do you want for it?
  3. What is your best price?
  4. How much is mine worth?

A salesperson can quickly gather information as well as give it on the call. Many calls I’ve heard had the salesperson answering every question the customer asks without gathering information to help them understand the customers buying patterns. The salesperson can control the call by just asking qualifying questions.

The goal is to give and get information.

It’s important to be of service to the customer, but also to yourself. Giving out your entire inventory list with pricing doesn’t build value, especially if we are talking about used products because there is no way to compare apples to apples. Find out why they called your business, when are they thinking of buying and other qualifying questions. Asking for the customer’s name and contact number is a fundamental goal. It’s all when and how you ask that makes a difference in the customer’s perception of whether you are helping them buy or if you are trying to sell something.

Nine Tips & Strategies on Handling Incoming Sales Call

1.) Take the Customer Out of the Market and Into Your Business

The overall goal of the call is to schedule an appointment with the customer. You want to take the customer out of the market and into your business. That’s where the money is.

In some instances, the customer may be calling from outside your trade territory. That does not mean they aren’t a buyer. And I get it, there are some sales made over the phone. I am more referring to what happens most of the time.

By planning ahead for your response to each of the common customer requests, you can improve your effectiveness and make more money.

2.) Answer With a Warm Friendly Greeting

Ok, I know that sounds so cliché, but have you called into a business and the person answering the phone just woke up? Or you called, and it sounded like you intruded on someone’s day? The tone and inflections you use create impressions about your business to the customer.

A warm, friendly greeting starts a positive impression of you and your business. When it happens, it is noticeable and can stand out among the prospects other calls where they experienced much less. When it’s positive, it’s the best way to engage a customer on the phone. Think back to the last few places you called. What did it sound like? How did the sound of their voice make you feel about wanting to spend your money with that business? Make no mistake about it; it does make a difference.

3.) Thank Them and Introduce Yourself

In today’s market, customers can buy the same product from five different places or, in some cases, order it and have it delivered to their front doorstep. The key is to make yourself and your business indispensable. Be the resource your customer wants to seek out.

Make a professional introduction of yourself to build rapport. Speak slower than you might in person. Over the phone, there are distractions. Use your full name vs. just your first name.

4.) Get the Customer Excited

Now, this doesn’t mean you pull a Tom Cruise on Opera’s chair. It means that you sound like you interested because you are, right? You want to make more money. You want to create more customer goodwill for your business.

Treat this call just like the customer was in front of you.

Thank them for calling and do that with a positive expression. Listen carefully to what they are saying.

If you are distracted for any reason, don’t take the call. Customers can tell when you are not listening to them. Don’t answer the phone when preoccupied with other thoughts or activities. If you can’t concentrate on giving the customer your full attention, let someone else handle it.

5.) Take the Incoming Call Seriously

Take notes, be a professional, and show the type of consideration you would like to have when you call a place of business searching for a product.

Eliminate distractions and noises so the caller can hear you. If you have loud background noise, recognize that to the customer. You know they can hear it, so recognize it.

6.) Qualify- Take Control by Asking Questions

Don’t let the prospect maintain control with constant questions. I can’t express this enough but learn to ask good questions. I’ve witnessed many salespeople taking these incoming calls only to serve the customer but never win themselves. The goal is to give and get information. If you give out your price list or tell them everything you know, what reason do they have to come to see you in person?

Can you seriously appraise their trade-in without looking at it? I know it’s being done, but I also know it’s a stop-gap measure that can easily spiral into more time and energy to make the deal work when you look at the trade-in real life. I’m talking about high valued trades, not a throwaway product.

Use questions and phrases such as: “What’s that worth?” “Anything wrong with it?” “This equipment will sell for…” “What budget or payment range are you looking to stay in?” Use “availability” rather than “inventory.”

Don’t ask questions like what do you want for it, or what do you need for it? It opens you up for negative questions. Every customer will tell you how great their trade-in is even when it’s not.

7.) Take the Customer Out of the Market and Into Your Business

The goal is to take the customer out of the market and into your business. Schedule an appointment so that you can be of service to them. Imagine if you looked ahead on your calendar for the week, and each day you had 3-5 appointments? Sure, not all of them will show up, but if 80% do, you will have a higher closing ratio of appointments vs. just guessing when they will come in.

8.) Get the Name and Phone Number of Every Prospect

What is the “sales goal” of the call? Is it to give the customer all the information they want and make the customer happy, only to get off the phone and not know who you were talking to?

If you ask, you will get, if you don’t, you won’t. The first rule here is to always ask, but know it is how and when you ask, they determine your success.

You may encounter the customer who won’t give you, their name. Now, think for a minute. If you were the customer under these circumstances, why would you not give them your phone number? I realize there are exceptions to this statement, but more times than not, it is because you didn’t earn the right to get their name.

Can you show enough value, “over the phone” to achieve a higher margin because your business demands it? Yea, some sales are made over the phone but more are not.

Maximize every opportunity! Ask for referrals. I’ll talk about this in a future article.

9.) Use Professional Sales Language and Approaches

Be careful about using industry jargon. What are customary descriptions to you may not be to your customer. You also don’t want to “low-ball” a customer. It’s simply another word for lying just spelled differently. Never lie just to get them in the door, but don’t tell them all the truth to keep them out, either. You won’t win a lot of poker hands when you show people your cards!

You are a professional, so talk and act like one. Prepare questions ahead of time, so you know how to navigate a call like this vs. winging it. Good questions lead to a close.

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Relationship Selling Metrics: Face-to-Face & Write-Ups

Relationship Selling Metrics: Face-to-Face & Write-Ups

Guest writer Floyd Jerkins continues his series on Relationship Selling Metrics by looking at the numbers in face-to-face sales and also in your tracking of your sales with write-ups, and a careful system of staying organized.

Operating a business requires a basic understanding of financial management. Knowing the numbers is important in making good decisions. If your expenses are too high or sales are dropping off you make changes. Do you know how many customers your sales team talks to every week? Many organizations don’t know the answer and are leaving thousands of dollars on the table for a competitor to get.

Ok, let me do a reality check. There are issues with starting to measure a sales team’s effectiveness. Typically, the measurements start with sales volume and other financial metrics. Make no mistake about it; I am a proponent of these. The challenge is to identify where the sales process can be improved before the close of the sale. When you can enhance salespeople’s actions from the start to the end of the sale, the closing ratio goes up significantly.

By now in your business life cycle, you have some sort of a CRM in place. Various tools on the market are either simple or as complex as you want. Getting your sales team to log each sales action properly is yet another challenge and a whole article all to itself. So, with my disclaimers in place, let’s explore.

Measuring a salesperson’s success by the total revenue they generate is only one part of the equation. If a salesperson is selling 5 million a year, but leaving 5 million on the table, really, how good are they?

First, to be successful in sales, you have to talk to a lot of people. You also have to give a price to make a sale. Simple, right? Here is my rationale for a few sales performance metrics to get us started. Each CRM, as well as your organization, may call them something different, so please read between the lines if you will.

  • Face-to-Face Contacts- This category measures how many face-to-face contacts a salesperson encounters on a day, week, and month. This could be a new prospect who has never been to your store or a previous owner who’s bought from you before or even a referral.
  • Sold- Meaning the product is sold and delivered. Paperwork is done, financing is approved, and the checks have cleared.
  • Write Up- Meaning that the salesperson quoted a price and then wrote the order. This doesn’t mean it’s closed, just that a written order was initiated.

Sample Questions About Performance

What percent of Face-to-face to Sold do you think is a good number? 

In the article, Relationship Selling- How to Measure Sales Success, I outline the basics of measuring the types of customers most businesses have. The average closing ratio, many say is 20%. I think that’s a weak number and here’s why.

Long-standing businesses have repeat customers. What if your sales team has 100 Face-to-Face contacts in a month that are repeat customers? Do you think closing 20% is acceptable? I don’t. The salespersons selling process needs to be revised because they cost the business thousands of dollars. Factor in your marketing investment to get an ROI that’s not impressive.

Take each “unit” the salesperson sells and divide that by the total number of face-to-face contacts in a given time period. If you establish a salesperson has a 20% closing ratio, what if they could improve that 5%? A 5% increase would increase the “unit” sales. This is a “natural” increase to make more sales. It doesn’t cost you anything if you help your salesperson improve their effectiveness.

Your business should be closing at least 40% to 60% of your repeat customers. Without measuring, you have wishful thinking. 

What percent of Write-Ups to Face-to-Face contacts is a good number for an experienced salesperson?

Typically, a salesperson will share a price with a customer before they even qualify what the customer wants. This is generally because that’s one of the first questions a customer asks, “How much is it?” Salespeople feel obligated to answer every question vs. learning to control the sale through questions.

The rule of high volume and high margin sales is never price before you establish value. 

A salesperson who verbally prices, especially if they don’t establish value before pricing, will have a lower closing ratio compared to a salesperson who makes written quotes every time they price. Increase the number of professional write-ups, and you will close more sales. 

80% of all pricing should be in writing. 

How effective is an experienced salesperson that sells 30% of their previous customers? 

Let’s say you are measuring the type of customers your sales team is talking with. You know the % of each category. Every time a salesperson prices a customer and a sale is not made right then, the customer leaves the business.

Statistically, I know that most salespeople are not good with follow up. Nearly 7 out of 10 don’t follow up within 24 hours after they price a customer who doesn’t immediately buy. Part of this is because sales managers often focus their team in the wrong direction due to various financial or inventory pressures. The other part is they lack a system as well as the verbal strategies to service the customer. Many salespeople are great at selling the sales manager on why they shouldn’t call back, or they wait on the customer to “get back to them” as they artificially promised.

If this experienced salesperson is only selling 3 out of 10 customers, what is happening to the other 7? If you have a sales team of 10 with a 30% ratio, look how much is being lost due to an inefficient sales process.

Measuring allows you to know the realities of how to improve your sales team’s behaviors and maximize your marketing budget. 

Measuring tells you exactly where to influence the behaviors of your salesperson and sales team. 

Learning to be Effective Starts with Performance Sales Metrics

Talking to a measured number of prospects in a given period of time is just part of being successful in sales. There are only so many selling hours in a day, week, and month. Learning how to be effective with each contact starts the journey of successful time management.

By establishing value and knowing how to communicate that to a prospect, the closing ratio goes up dramatically, but so do the margins. A sales-driven organization takes time, energy, and the correct vision to have a highly competent team.

What are the performance sales metrics for your sales team? 

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