From the first moment of interaction with a customer that require managing expectations, utilize the following process.
1. Set Expectations
Cushion with empathy
A cushion is a verbal statement that tells the customer in various ways that “I hear what you are saying, and what you are saying is important/” Being empathetic simply acknowledges the emotion that the customer feels.
Understand the priorities
Ask questions of the customer to ensure that you are on the same track in understanding their priority needs. For example, a customer may need to have their new payroll system set up by the start of their fiscal year. A company may need to have their phone system installed during a short time window.
Ask the customer for their expectations
Often their expectations may be more reasonable than you anticipate to satisfy and resolve the situation.
Use headlining
Headlining is explaining your “train of thought” to the customer-telling a customer what you are going to do, before you do it. For example, you may say, “First, we will ask questions so that we understand exactly what is needed. Then, we will place the order. We will give you a realistic estimate of delivery time. We will call immediately when it comes in.”
Under-promise and over-perform
This guideline simply reminds you to set expectations with your customer at a reasonable level, but one at which you can consistently exceed their expectations.
Check for agreement
After explaining an expectation or headlining a process, check with the customer for agreement. For example, “How does that time frame sound to you?” “Will that process work?”
Policies and procedures
Policies and procedures are in place to protect you. When it comes to invoking a policy, it is not so much what you say; it is how you say it. Only use policy as a last resort.
2. Monitor Expectations
Unless the situation is resolved immediately on first contact, the goal is to have regular and appropriate communication with the customer. Continue to use the process for setting expectations.
During and open situation, if the customer contact you, the contact should be acknowledged within the guidelines set by the organization. Typical guidelines for most companies are to respond within one to twenty-four hours of the customer calling or sending a message. The reply should match the customer comment, response, or statement and utilize the same process you used to set expectations initially.
Examples of monitoring the process:
· Acknowledge any information that the customer provides.
· Indicate where your organization is in resolving the situation and the next steps in the process. To gain trust, include an expectation of when the next communications will be.
· Respond to a customer request to talk to a manager or transfer the situation to a product expert. Respond by headlining the process for the appropriate action and setting an expectation for the next communication. For example, “Your issue will be turned over to our service technician. She will call you by the end of the day.”
· Responding to requests for additional information. Respond by relating when you or one of your co-workers can follow up on that requested action. Then follow-through and follow-up!
3. Influence Expectations
Influencing expectations is usually what you mean when you say “managing expectations.” When you influence, you are the ones who modify or change your approach and style. People are influenced by:
People that they trust
Trust is earned. You must follow up on what you hear to gain trust.
Education
The more you educate your customers, the more they understand the complexity of the situation and can align expectations more accurately. For example, you may propose a higher quality solution that will take longer. If a customer understands that, they will not have unrealistic expectations.
A Hero Statement
A “Hero Statement” is an assurance to the customer that you can and will help them. This builds confidence in your ability to help the customer. An ideal Hero Statement demonstrates both capability and experience.
Letting the person save face
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