Blog Archives

How Proactive is Your Field Service Team? – Take the Test

Many forward thinking service firms struggle with getting the enthusiastic engagement of their technicians in business development because they have not adequately addressed one or more of the above areas. To get greater insight into where you are strong and to identify possible opportunities for improvement, download our “How Proactive is Your Service Team” self evaluation worksheet. Any questions? Just contact me. I would be delighted to hear from you.

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Posted in Business, Education, Service Tech Training

I-CARE – 5 Steps to Work Orders that Shout “Value”

When I have the opportunity to speak with service managers, one of the discussion points that inevitably comes up is about the quality of the work order summaries written by their service technicians. It seems that in many organizations, the quality of the written summaries of work is all over the map – from very poor to excellent. When I ask if they have clear and simple guidelines to help their busy technicians to consistently write well, they often admit that those guidelines are still on the “to do” list.

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Posted in Business, Customer Service, Service Tech Training

The Limiting Reality of Getting Technicians to “Sell” – 4 Reasons Why

In my opinion, a technician who feels – based on their knowledge and experience – that the customer would benefit from a particular product or service in some way, and brings this to the attention of the customer is providing a service and is not selling. It is part of their job – as important as their ability to fix or maintain the equipment itself. In fact, I suggest that they have an obligation to the customer to discuss any action that would be of benefit to their operations.

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Posted in Business, Management, Service Tech Training

Want your Technicians More Proactive in Promoting your Services? Your Perspective May be Getting in the Way

But this view may just be what is limiting performance and results. When we think of service as a distinct activity and look to “move our technicians towards the right” on our chart, we tend to see selling as an activity that is an “add on” to what our technicians are doing now (service) and not part of the service itself. This can result in a “while you’re there” perspective as in, “While you’re there, keep your eyes open for other things that we can sell to the customer.” It is this viewpoint that can limit the potential of our initiative and may even erode the relationship with the customer.

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Posted in Business, Consulting Services, Education, Service Tech Training

4 Questions to Ask When Evaluating Technician “Sales” Training Programs

There is a considerable amount of debate over the role of technicians in promoting services. Below are my key beliefs about the role that service technicians play in your organization and 4 questions to ask when evaluating training programs that can help you ensure you get a higher ROI.

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Posted in Business, Education, Management, Service Tech Training