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How to Handle the Irate Customer Leader’s Guide 30 Hollenberg Court St. Louis, MO 63044 PHONE: 314.291.1012 800-882-9911 FAX: 314.291.3710 www.telephonedoctor.com
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Page 1: How to Handle the Irate Caller 2.0 - Telephone Web viewHOW TO HANDLE THE IRATE CUSTOMER ... and techniques designed to improve the service skills of customer ... profane or abusive

How to Handle the Irate Customer

Leader’s Guide

30 Hollenberg Court • St. Louis, MO 63044PHONE: 314.291.1012 • 800-882-9911 FAX: 314.291.3710 www.telephonedoctor.com

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HOW TO HANDLE THE IRATE CUSTOMER LEADER’S GUIDE

CONTENTSThe Goal of the Course/Objectives........................................................................................................................... 3Training Outline: How to Handle the Irate Customer................................................................................................4Tips for Trainers........................................................................................................................................................ 6Before and After Skills Inventory............................................................................................................................... 8Key Point #1: It’s Nothing Personal........................................................................................................................10Key Point #2: The ASAP Technique.......................................................................................................................12Key Point #3: You Can Satisfy Most People Most of the Time...............................................................................13Key Point #4: Use Our Swear Stopper...................................................................................................................14Bonus Tip: No Excuses.......................................................................................................................................... 16Additional Discussion Questions............................................................................................................................. 18Role Play Instructions............................................................................................................................................. 19A Quiz on How to Handle the Irate Customer.........................................................................................................22Before They Go...................................................................................................................................................... 23A Closing Word....................................................................................................................................................... 24Key Points.............................................................................................................................................................. 25Skill Practice Answer Keys..................................................................................................................................... 27Instructor’s Notes.................................................................................................................................................... 28

About Telephone Doctor® Customer Service Training…Telephone Doctor is a St. Louis based customer service training company that offers products and techniques designed to improve the service skills of customer contact employees. Nancy Friedman, our founder and president, presents this video program. Through videos, CD-ROMS, web-based courses, books, audio programs and instructor-led workshops, Telephone Doctor has helped tens of thousands of organizations increase revenue, improve customer satisfaction ratings, and reduce employee turnover. For additional information, please visit www.telephonedoctor.com.

And now some legal stuff...We aim to be the nicest customer service training company in the world. :-) However, even the nicest company needs to diligently protect its intellectual property. Please respect the terms of our license and the copyright of our intellectual property.

This material is licensed solely for display by the licensed organization to its employees. It is illegal to loan, rent, or sell this material outside the licensed organization. It is illegal to display this material to train persons outside the licensed organization without a separate agreement for that purpose. Please contact 800.882.9911 or [email protected] to inquire about additional uses of our material.

Telephone Doctor® works to educate, detect, pursue and prosecute copyright violators using every civil and criminal remedy available. We offer a reward for information which leads to a recovery from individuals and/or organizations who pirate our content. Please contact 800.882.9911 or [email protected] to report an act of copyright piracy. Telephone Doctor, Inc. assumes no patent liability with respect to the use of the information contained herein. While every precaution has been taken in preparing this material, the publisher is not responsible for errors or omissions, or for any damage or injuries, resulting from use of the information contained herein.

Telephone Doctor® is a registered trademark of Telephone Doctor, Inc.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 2

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How to Handle the Irate Customer: The Goal of the CourseProviding service to a customer who has become emotional is a complex issue. In order to be successful in handling these situations, special “kid-glove handling” is required. The purpose of this program is to: Identity processes by which to handle emotional customers while keeping control of your own emotions.

Objectives:In support of this goal, participants who have successfully completed this course will have demonstrated, through written, verbal, and/or role playing exercises, the ability to:

Visualize the dynamics involved in emotional situations.

Apply the four-step process, which addresses the special “kid-glove handling” and helps guide the issue to a resolution.

Understand the process for escalating a situation when needed.

Apply the technique to regain control of the conversation if the customer uses abusive language.

Understand how offering excuses affects a complaint situation.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 3

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The long-term value of this program creates a need to utilize the content in a variety of different uses. The following outline is based on a more traditional approach of showing the program in its entirety then participating in discussions. Additional uses include:

One Key Point at a time during a staff meeting. Use a single segment as a buy-in activity. Individual Key Points can be used to add another dimension to other training programs.

Training Outline: How to Handle the Irate Customer I. Introduction to the Topic (See “The Goal of the Course”) ( 3 min.)

A. State the goal of the course in your opening comments.B. Include the class objectives.

II. Getting Acquainted (see “Tips for Trainers”) (15 min.)A. Introduction of trainer.B. Use an icebreaker activity or buy-in activity.C. Administer: Before-and-After Skills Inventory.

III. View Program: How to Handle the Irate Customer (8.5 min.)

IV. Application of Key Points (45 min.)A. Ask discussion questions provided in Leader’s Guide.B. Participants complete accompanying workbook pages.

Key Point #1: It’s Nothing Personala. Don’t hang up. It’s never okay to hang up on a customer.b. Don’t be rude.c. Remember—it’s not personal.

Key Point #2: The ASAP Techniquea. Apologize.b. Sympathize.c. Accept responsibility.d. Prepare to help.e. Optional: Use corresponding Role Play #1

Key Point #3: You Can Satisfy Most People Most of the Timea. Remember: You can satisfy most people most of the time.b. Know your company’s procedure for referring irate customers when necessary.

Key Point #4: Use Our Swear Stoppera. Interject immediately. Say, “Excuse me…”b. Assure the customer you can help. Say, “…I can handle your problem, that’s no problem…”c. Address the offensive language directly. Say, “…I’m not able to handle your abusive language.”d. Keep control of the call. Begin asking follow-up questions immediately.e. Optional: Use corresponding Role Play #3

Key Point #5: No Excusesa. Don’t offer excuses.b. Offer help.c. Optional: Use corresponding Role Play #2

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 4

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VI. Skills Practice (20 min.)A. Select role-play method.B. Complete the role-play process.

VII. Wrap Up (10 min.)A. Select method of review.B. Use a commitment activity.C. Ask participants to complete evaluation.

NOTE: The total length of this class is approximately: (1 hr., 40 min.)

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 5

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Tips for TrainersIn order for participants to receive the maximum benefits from this course, here are some tips for success.

Assemble Learning Resources1. Locate the DVD: How to Handle the Irate Customer.

2. Using How to Handle the Irate Customer Participant Workbooks will greatly enhance the training.

3. You’ll need:A. A TV and DVD player or computer with DVD capability.B. A flip chart or white board and markers.

Create a Comfortable Learning Atmosphere

■ Choose a comfortable, well-lit room with no distractions.

■ Arrange straight tables in a U-shaped set-up or use round tables. Either way, it is important that each participant be able to make eye contact with other participants.

■ Use name tents or name tags for participants.

■ Encourage note taking by using the Participant Workbooks or supply pencil and paper.

■ Introduce yourself. Give the participants a brief sketch of your background, your experience and how you relate to the training subject. The more comfortable the participants are with you, the more effective you will be in facilitating their learning.

■ Allow the participants to get comfortable with each other. Use self-introductions or icebreaking exercises to get the group relaxed.

1. The participants can use your introduction as a model, which will help them overcome any natural reluctance to talk about themselves.

2. Divide the class into groups of two. Give each pair of participants a few minutes to interview each other. Each one in turn introduces his or her partner to the group. This will speed the process of getting the participants to function as a group.

3. Multiple sources for icebreaker exercises exist. Bring your own or visit your favorite bookstore or local library for ideas.

■ Schedule breaks as needed.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 6

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Tips for Trainers (continued)

Involve the Participants1. The corresponding Participant Workbook provides a Before-and-After Skills Inventory. The Before-and-After

Skills Inventory has a dual purpose. It can be used as a pre-test/post-test exercise or as a buy-in activity. Using this inventory sets the stage for immediate involvement.

2. Choose the segments of the media that best meet your needs. Decide the viewing method that works best (start/stop, all inclusive, minus the review segment, etc.).

3. When using Telephone Doctor® Participant Workbooks, there are a variety of ways to complete the questions.A. Divide the participants into two groups, assign each group a page, and have the group prepare to discuss

one or two questions from each page.B. Prior to class, instructor selects most pertinent questions to be completed during class.C. Assign homework to participants to complete remaining questions.

4. Verify participant understanding by asking questions. Make them do most of the work. Resist the urge to takeover. Facilitate, but don’t dominate. Ask questions, coax answers, and encourage give and take.A. Encourage involvement of participants by beginning questions with such phrases as:

1) “What did you think about that?”2) “Tell me what you just saw.”3) “That was interesting; what was your take on it?”4) “What were your initial impressions?”5) “How did that make you feel?”

B. Reduce participant’s apprehension by positively reinforcing their comments with statements such as:1) “That’s interesting; tell me more about what you mean.”2) “I hadn’t considered that angle yet.”3) “Okay, thanks for sharing that with us.”4) “That’ll be one of the things we need to consider.”5) “I really like your insight.”6) “That’s sure a unique perspective. Who else has some ideas?”

C. Reward participants for their enthusiastic participation. Prizes are always coveted and Telephone Doctorhas many fun promotional items available for purchase.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 7

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Before-and-After Skills InventoryBefore watching the video - HOW TO HANDLE THE IRATE CUSTOMER - answer the questions below to the best of your ability. Do not score your answers yet. Wait until you complete the second part of the Before-and-After Skills Inventory at the end of the course. Then score both your “Before” and “After” responses. You’ll find the correct answers on page 15 of this workbook. The difference between the two scores will show you how much you’ve learned in the course.

Before After

1. While 80% of your time with an irate customer will be spent solving the problem □ □you will have to spend about 20% soothing the person’s feelings. (T or F)

2. You will be able to help most irate customers successfully, but there are certain times □ □ when the most appropriate course of action to take is simply hanging up on the customer.

(T or F)

3. In order to do a good job handling irate calls, it’s important to remember that the customer: □ □a. probably doesn’t know what he/she is talking about;b. is not angry at you personally, but at the company; or c. may not be satisfied no matter what you do.

4. When a customer is irate about a problem, offering a sincere apology: □ □a. could get your company into legal trouble; b. should wait until you know whose fault it is; orc. is the first thing you should do.

5. Because most irate customers understand that you didn’t cause their problem, yourself, □ □

a sincere “I’m sorry” is apology enough. (T or F)

6. Even if you’ve apologized, it’s important to sympathize with the customer’s anger and □ □

frustration. (T or F)

7. Sympathizing with the feelings of an irate customer: □ □a. indicates disloyalty to the company;b. is always a good idea; orc. should only be done in severe cases.

8. Accepting responsibility for the irate customer’s problem: □ □a. is a recommended technique;b. should be left to upper management; orc. is optional in each case.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 8

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Before After

9. By answering a call on behalf of your company, you automatically accept responsibility □ □for an irate customer’s problem. (T or F)

10. Most irate customers will be satisfied: □ □ a. if you apologize and sympathize, even though you can’t help; b. if you help them, even though you don’t apologize or sympathize; c. only if you apologize, sympathize, and help them.

11. Once you’ve apologized for the problem and sympathized with the irate customer’s □ □feelings, the best thing to do is:

a. change to a less controversial subject; b. ask if the customer is feeling better now; or c. prepare to help solve the problem.

12. Dealing with irate customers means that, occasionally, you’ll need to put up with □ □abusive or offensive language. (T or F)

13. If an irate customer becomes abusive or begins swearing, the first thing you should do is: □ □a. take control of the call; b. refuse to help until the customer stops swearing; orc. hang up the phone.

14. Offering an excuse to an irate customer is the same as telling him/her you’re □ □ not going to help. (T or F)

15. With the proper skills, you can satisfy most customers most of the time, □ □even if they’re irate at first. (T or F)

Total Correct Answers: □ □

Telephone Doctor®

Check-Up Report

- ÷ × 100 = After Before Before % Improvement

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 9

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How Did You Do?

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 10

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Key Point #1: It’s Nothing Personal

Discussion Questions:1. Have you ever taken a call and been greeted by a blast of angry words? How did you respond? What

happened?Answer:A. As the participants relate their experiences with irate customers, focus the discussion on how the

customers’ behavior made them feel, and have them describe their instinctive reaction.

2. Most irate customers will begin to unload their anger before you get a chance to say anything more than your greeting. Why would a customer, to whom you’ve barely had a chance to say anything to, be angry with you?Answer:A. This is extremely important to remember—the customer’s anger is not directed at you personally.B. The cause of the customer’s anger is something your company did (or didn’t) do.

3. If the customer is actually angry with the company, why are you being blasted?Answer:A. To the customer, you are the company. As the first line of contact between company and customer, you

become the channel for the customer’s displeasure and frustration.B. When an angry customer strikes, remember the company is the target, not you. You serve as the

lightning rod. Your job is to take that negative energy, channel it properly, and convert it to something positive.

4. When confronted by an angry customer, what are some things you definitely should not do?Answer:A. Don’t return the customer’s anger. Nothing productive gets accomplished if you let the call become a

shouting match.B. Don’t hang up on the customer. This does nothing to relieve the anger or solve the problem, which are

your two main objectives. Remember—it’s never okay to hang up on a customer.C. Hanging up on an irate customer or returning the anger are strong instinctive reactions. In situations like

this, it’s important to fight your instincts. Rudeness and excellent customer service just don’t go together!

TELEPHONE DOCTOR ® PRESCRIPTION: 1. Don’t hang up. It’s never okay to hang up on a customer.2. Don’t be rude.3. Remember—it’s not personal.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 11

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Skill Practice

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 12

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Key Point #2: Use The ASAP TechniqueDiscussion Questions:1. You know what not to do when dealing with an irate customer and that’s important. But what about something

more positive? What can you do? What specific steps should you take with these customers?Answer:A. You will need to be able to guide irate customers through their anger before you can help solve the

problems that caused it.B. To get through the customer’s anger as soon as possible, Telephone Doctor recommends using the

ASAP Technique.

2. What are the steps to be followed in using the ASAP Technique to help an irate customer?Answer:A. Apologize.B. Sympathize.C. Accept responsibility.D. Prepare to help.

3. In many cases, the cause of a customer’s anger isn’t clear at first. Why is “Apologize” first on the list?Answer:A. The customer’s feelings are critical in situations like these. In fact, you may spend 80% of the call

soothing a customer’s feelings.B. If the specific problem isn’t clear, offer a sincere apology for the fact that the customer has a problem with

your company.C. Make sure the apology is sincere. Simply saying, “I’m sorry,” won’t help. Be certain the customer knows

you mean what you say.

4. Why “Sympathize,” especially when you’ve just finished apologizing? Aren’t they almost the same?Answer:A. There is an important difference. Apologizing says you regret the problem occurred. Sympathizing tells

the customer you understand his/her feelings about it.B. Put yourself in the customer’s place. How would you feel if this happened to you? Let the customer know

that.

5. More often than not, you are not the one who caused the customer’s problem. So, why “Accept responsibility?”Answer:A. You already have. By picking up the phone to represent your company, you’ve accepted full responsibility

for the call.

6. Why include “Prepare to help” on the list? Isn’t that true for any call?Answer:A. Definitely. But in the case of an irate customer, it’s even more essential to express your sincere interest in

the problem.TELEPHONE DOCTOR ® PRESCRIPTION: 1. Apologize.2. Sympathize.3. Accept responsibility.4. Prepare to help.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 13

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Key Point #3: You Can Satisfy Most People Most of the Time

Discussion Questions:

1. How will the steps in the ASAP Technique enable you to deal effectively with every irate customer you receive?Answer:

A. In the large majority of irate calls you handle, these steps will prove successful in:1. soothing customers’ feelings;2. calming their anger; and3. solving their problems.

B. Remember, though, that every customer is unique. You occasionally may deal with an irate customer who simply doesn’t respond to your use of the ASAP Technique.

C. Keep in mind, too, that the problem that has your customer upset may be:1. unusually serious;2. highly complicated; and3. recurring.

In these infrequent situations, the customer may not be satisfied, even if you follow the ASAP Technique steps correctly.

2. What should you do if you’ve followed the ASAP Technique steps and the customer is still not satisfied?Answer:

A. On those rare occasions, you may need to refer the customer to your supervisor.B. Keep a positive outlook. Remember that for most customers, and in the vast majority of situations, you

will be successful in satisfying the irate customer.

3. On those rare occasions when you’ve done your best and the customer still is not satisfied, then what? What is your company’s procedure for referring these calls to your supervisor or other manager?Answer:

A. As you review this item with the participants, reinforce that the purpose of this discussion is not to evaluate the company’s procedure, but to stress the importance of knowing the steps to follow to make the transition as smooth and professional as possible.

TELEPHONE DOCTOR ® PRESCRIPTION: 1. Remember: You can satisfy most people most of the time.2. Know your company’s procedure for referring irate customers when necessary.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 14

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Key Point #4: Use Our Swear Stopper

Discussion Questions:

1. Have you ever had to deal with a customer who used profane or abusive language in voicing a complaint? How did you respond?Answer:

A. As the participants share their experiences, focus the discussion on the natural tendency to become defensive or “yell back.”

2. What are some of the reasons why a customer might take this unfortunate approach?Answer:

A. As strange as it seems, some customers talk that way out of habit. They may not even realize they’re being abusive.

B. They may believe that such language is an effective way of illustrating their anger and getting their problem solved.

C. They overlook or forget the fact that your only reason for being there is to help them.

3. You already know that it’s never okay to be rude or to hang up on a customer. Does that mean you are at the mercy of an abusive customer?Answer:

A. Let’s be clear on this important point. Giving excellent customer service never means subjecting yourself to profane or abusive language.

B. Learn the Telephone Doctor technique for controlling the abusive customer.

4. Without answering rudeness with rudeness, or hanging up on the customer, what can you do to stop a customer who is being abusive or offensive?Answer:

A. Plenty! Telephone Doctor recommends using a “Swear Stopper,” a simple, three-step approach that will almost always stop abusive language immediately.

B. Interject immediately. Interrupting the customer by saying something as simple as “Excuse me” accomplishes two things:1. It stops the offensive language immediately.2. It puts you in control of the conversation.

C. Calmly reassure the customer that help is on the way.Example: “I can handle your problem, that’s no problem…

D. Address the subject of the customer’s language directly.Example: “…I’m not able to handle your abusive language.”

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 15

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Key Point #4: Use Our Swear Stopper (continued)

Discussion Questions:

5. Once you’ve taken control of the conversation and stopped the offensive language, then what?Answer:

A. Begin by asking follow-up questions immediately. This keeps you in control of the call while letting the customer know you’re serious about helping.

TELEPHONE DOCTOR ® PRESCRIPTION: 1. Interject immediately. Say, “Excuse me…”2. Assure the customer you can help. Say, “…I can handle your problem, that’s not an issue…”3. Address the offensive language directly. Say, “…I’m not able to handle your abusive language.”4. Keep control of the call. Begin asking follow-up questions immediately.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 16

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Bonus Tip: No Excuses

Discussion Questions:

1. When you’re dealing with a customer who is upset about an error your company has made, do you try to “explain away” the mistake? Why do you think people tend to do that?Answer:A. It’s natural to want the customer to stop being angry. Excuses are offered in the hope that the customer

will understand and calm down.B. Most people are proud of the organizations they work for. An excuse is often intended to reassure

customers that the company didn’t treat them badly on purpose.

2. If it just seems natural to offer an excuse, why is it not a good idea? What problems can it cause?Answer:A. It doesn’t help the customer. Remember to view these situations from the point of view of the customers.

They didn’t call to find the cause of their problem; they called to find the solution.B. It sends customers the wrong message. Instead of helping with their problem, it sounds as if you’re trying

to substitute your problems for theirs. What the customer hears is “I’m not going to help you now.”

3. If excuses aren’t allowed, what should you do?Answer:A. Assure the customer in positive terms that you can and will help solve his/her problem.

TELEPHONE DOCTOR ® PRESCRIPTION: 1. Don’t offer excuses.2. Offer help.

©Telephone Doctor, Inc., St. Louis, MO 63044, USA 17

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©Telephone Doctor, Inc., St. Louis, MO 63044, USA 18

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Additional Discussion Questions

Facilitator Note: Meeting the needs of irate customers courteously and effectively is a delicate, yet important issue in any organization. Because of this, you may want the participants to spend some extra time discussing situations and alternatives. If so, here are some questions that may help you.

1. Let's turn the situation around for a moment. Have you ever been involved in a call like this when you were the irate customer? How did the other person respond to you? Was that response effective? What was your reaction? What could the other person have done to be more helpful in soothing your feelings and solving the problem?

2. Suppose you've just finished helping an irate customer. The problem is solved, the phone is hung up, but the memory of the anger lingers on. What can you do to keep your last customer's attitude from influencing your attitude with the next customer?

3. An irate call is actually a hidden opportunity for you to help your company by turning an adversary into an ally. Would you agree or disagree with that statement? Why?

4. Occasionally, you may get an irate call from someone whose anger is really directed at another organization entirely (a government agency, for example, or a competitor). How does this differ from the other irate calls you handle? What special challenges or opportunities does it present?

5. Out of all the calls you take, what proportion would you estimate are from irate customers? What does that estimate suggest about the overall job your company does in satisfying its customers? Why is it important for you to keep that perspective in focus?

6. "Telling off" a customer who uses abusive language may be personally satisfying in the short run. Why is this one of those situations where a short-term advantage could become a long-term disadvantage?

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Role Playing Instructions

Facilitator Note: A role-play is simply a bit of make-believe that teaches us a lot about the real world. In each role-play, two participants will pretend they’re working in a business setting. One participant will play the customer; the other will play the employee. The employee’s task will be to practice the skills presented in this course. Here’s how to make the role-plays pay off for the entire class:

1. You’ll find instructions for role-play scenarios on the next page. For each scenario, choose one participant to play the employee and another to play the customer. The remaining participants will be the observers.

2. Give the employee the profile entitled “Instructions for the Employee” to read. Give the customer the profile entitled “Instructions for the Customer.” Both will have the opportunity to refer to the printed profiles during the role-play.

3. Have the customer and the employee play out the scenario. As they “act out” their part, have both assume positions relevant to the role they are playing.

4. After the role-play, have the customer and the other participants (observers) critique the part of the employee in the role-play. Make sure they address and discuss these questions:A. Did the employee apply the skills discussed in the training?B. What specific words or actions were used to make the employee effective?C. What feelings did you experience as you watched the scene unfold?D. How would you have felt if you were the customer? Same/Different?

5. After the group assessment of the role-play, you ask the class:A. What specifically did the employee do well in the role-play?B. What could the employee have done to be even more effective?C. Which of the correct techniques are most likely to be useful as you handle your job?

Alternative Approach to the Role-Plays:Divide the class into triads and assign the role of customer, employee, and observer. (If there are participants remaining, have them join another group as a second observer) Assign a different scenario to each group. Or assign the same scenario to all the groups, and rotate the role for each scenario so that everyone in the triad gets to be the customer, the employee and the observer. This approach allows more people to participate in the role-plays in a less intimidating environment.

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Role-Playing Scenarios

Role Play #1: Instructions for the EmployeeYou are an employee of Pennen, Inc., a manufacturer of parts for mechanical writing instruments of all kinds.

You work in the Customer Service Division, where you take orders by phone from suppliers all over the country.

You also help track their shipments, as well as make necessary adjustments for damage, shipping errors, etc.

The company's new catalog came out two weeks ago, and many part numbers for your old-line products have changed.

This means extra care in taking orders to be sure the correct part numbers are being used. Otherwise, customers will receive products they weren't expecting, and probably can't use.

Role Play #2: Instructions for the EmployeeYou are an employee in the Accounting Department of Gallen Quartz Company, a maker of fine timepiece movements.

This has been a bad week for the department, especially the Billing Section where you answer the phone. A computer virus hit the Data Processing Department last month, and about a third of the company's

customers received Credit Cancellation Notices by mistake. Since these were processed and mailed automatically, you were unaware of the problem until you started

getting complaint calls, which have been pouring in over the last three days. In each case, you issue a retraction letter and issue a correction order to Data Processing.

Role Play #3: Instructions for the EmployeeYou are a Shipping Expediter for Froze-n-Fresh Ice Cream Company.

You recently took on a new shipping contractor, who apparently has not taken proper precautions with some shipments.

Upper management is working on that problem and has instructed you to reship to any complaining customer at no additional cost.

So far, you've had only a few calls, and most customers have been fairly understanding and patient.

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Role Playing Scenarios (continued)

Role Play #1: Instructions for the Customer When the employee answers, say, "Look, this is (use your real name) over at Pen Pals Custom Writing

Supply, and if you people can't get on the ball over there you're going to lose our entire account. You've fouled up the same order twice in one week, and I'm sick of fooling around with you. I've got a big order about to walk away from me, thanks to you, and I'm not going to put up with that. I want some action, and I want it now!"

If the employee apologizes for the problem, sympathizes with your frustration, and offers to help, explain that you ordered a thousand refills for a special autograph pen ordered by a local sports team. The ones you received were too large. You notified them of the error, and they sent a new shipment. This time the refills were too small. If you don't have the right ones by the day after tomorrow, you'll lose the order.

After that explanation, or if the employee responds in any other way, handle the call as you see fit.

Role Play #2: Instructions for the Customer When the employee answers, say, "Yeah, this is (use your real name) at Small Tyme Pocket watch

Company. Things must be going pretty good over there if you people can just decide you don't need your old customers any more. I've been doing business with you for twelve years, and I've always paid my bills on time, and I've got the receipts to back me up. Of course, I guess that doesn't mean anything to a big outfit like you. You can just send me a Credit Cancellation Notice with no warning and that's okay. But if you didn't want my business, why not just say so? You didn't have to do this!"

If the employee tries to explain how the error happened, say, "Listen, I don't care what your problems are. You've already given me problems of my own."

Otherwise, play your part as you see fit.

Role Play #3: Instructions for the Customer When the employee answers, say, "What in the Sam Hill is wrong with you people? This is (use your real

name) at the Dessert Oasis. That shipment of ice cream you sent wasn't insulated or packed in dry ice like it's supposed to be. The Macadamia Surprise was a surprise alright—ten gallons of soup and a handful of nuts, which is what I must be dealing with over there."

(From here on, use the following comments until the employee interrupts to take control of the conversation.)

o "Of all the bug-brained, knuckleheaded, numbskull things to do!

o If you idiots are too half-witted and lame-brained to handle the stuff right, you shouldn't even be in the flip-jammin' business in the first place.

o I've dealt with some morons before, but you people are the stupidest I've ever run across!

o Now, what are you pea-brains going to do about this?"

If and when the employee interrupts and takes control, apologize for getting carried away. Then handle the rest of the call as you see fit.

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A Quiz on How To Handle The Irate Customer

Note: Now that you have completed the activity pages in this workbook, take a few minutes and use this quiz as a review of what you have learned. You’ll find the answers to these questions on page 16.

1. In order to handle irate calls effectively, it’s important to remember that you: a. are the target of the customer’s anger; b. are merely the channel for the customer’s anger; or c. must put up with whatever the customer says.

2. In handling an irate call, you may have to spend as much as 80% of your time soothing the customer’s feelings. (T or F)

3. Which of the following are the first steps to be taken in giving the best possible service to an irate customer? a. Place the customer on hold and notify your supervisor. b. Ask specific questions about the problem. c. Apologize for the problem.

4. Once you’ve taken that first step, what should you do next?a. Sympathize with the customer’s feelings; b. Listen to the customer’s account of the problem; or c. Tell the customer who caused the problem.

5. In reality, you accept responsibility for the customer’s problem the moment you:a. answer the phone on behalf of the company; b. apologize to the customer; orc. offer to help.

6. Offering a sincere apology to the irate customer and sympathizing with his/her feelings isenough to satisfy most people, even if you don’t actually help them. (T or F)

7. Using correct techniques will allow you to satisfy:a. the occasional irate customer;b. about half the irate customers you talk with; orc. most people most of the time.

8. Realistically, we have to expect that a certain percentage of irate customers are going toswear, and there’s nothing we can do about it. (T or F)

9. Offering irate customers an excuse for their problem is the same as telling them: a. “We wouldn’t do this to you without a good reason”;b. “You’re not the only one with problems”; orc. “I’m not going to help you.”

10. It’s okay to hang up on a customer who swears or becomes abusive. (T or F)

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Before They GoIn order to reinforce the skills and techniques that have been addressed, choose one or more of these reinforcement options.

Choose Methods of ReviewA. Additional discussion questions may be provided in this Leader’s Guide for your use.B. The corresponding Participant Workbook provides a 10-point quiz directly related to skills shown in the

program.C. Notice the Key Points are identical to the Telephone Doctor® Prescriptions located throughout the

Leader’s Guides and Participant Workbooks. If you are using the Before-and-After Skills Inventory to evaluate training effectiveness, instruct participants to re-take the inventory and compute scores to evaluate improvement. Congratulate participants on their improvement.

For Continued Success

Change is more likely to occur if participants commit to implementing skills and techniques discussed during this course. Various resources are available illustrating commitment exercises. We have included “A Call to Action” exercise in both the corresponding Participant Workbook and this Leader’s Guide.

In order to evaluate training success and identify areas to improve, provide participants with the opportunity to evaluate the training by using an evaluation survey. (See sample below.) This is a prime opportunity to identify future training needs.

TRAINING EVALUATIONThank you for attending a Telephone Doctor® workshop today!

Please take a minute to let us know your feelings.Rate the following: 1 - 5 (5 being the best)

( This course was useful & I enjoyed it 1 2 3 4 5( Material related to my job 1 2 3 4 5( Topics were clear & easy to understand 1 2 3 4 5( I will use these skills 1 2 3 4 5( Please rate the instructor 1 2 3 4 5( Overall rating for this class 1 2 3 4 5Comments are appreciated: Your Name: Date:

Instructor:

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A Closing WordOn the next page, you’ll find a summary of the key points made in this course. They’re crucial because they can make a real difference to you and to your future. We urge you to do three things with them:

1. Memorize them;

2. Keep them in mind every time you use the telephone;

3. Practice them.

The last of the three is by far the most important. Knowing how to use the telephone effectively isn’t good enough. You need to put what you know to use. You need to make it work for you. If you do, you’ll get what we promised at the start of this course - more satisfaction from your job . . . and a brighter future for your company and for yourself.

● You’ve got the skills.

● You’ve got the knowledge.

● You’ve got the purpose.

● THE REST IS UP TO YOU.

Good Luck!

And Remember . . .

IT’S FUN TO BE GOOD!

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Key Points: How to Handle the Irate Customer

1. It’s Nothing PersonalA. Don’t hang up. It’s never okay to hang up on

a customer.B. Don’t be rude.C. Remember—it’s not personal.

2. The ASAP TechniqueA. Apologize.B. Sympathize.C. Accept responsibility.D. Prepare to help.

3. You Can Satisfy Most People Most of the TimeA. Remember—You can satisfy most people most

of the time.B. Know your company’s procedure for referring irate

customers when necessary.

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Key Points: How to Handle the Irate Customer (continued)

4. Use Our Swear StopperA. Interject immediately. Say, “Excuse me…”B. Assure the customer you can help. Say, “…I can

handle your problem, that’s not an issue…”C. Address the offensive language directly. Say, “…I’m

not able to handle your abusive language.”D. Keep control of the call. Begin by asking follow-up

questions immediately.

5. Bonus Tip - No ExcusesA. Don’t offer excuses.B. Offer help.

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Instructor Notes

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Instructor Notes

Instructor Notes

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