technical service training Archives - jimbaston.com http://jb.jimbaston.com/tag/technical-service-training/ Transforming the Customer Service Experience Fri, 15 Nov 2013 16:33:25 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 “They Don’t Pay Me to Look Good” in Service Delivery http://jb.jimbaston.com/2013/10/16/they-dont-pay-me-to-look-good-in-service-delivery/ http://jb.jimbaston.com/2013/10/16/they-dont-pay-me-to-look-good-in-service-delivery/#comments Wed, 16 Oct 2013 13:03:38 +0000 http://jb.jimbaston.com/?p=800 The second component that makes up our customers’ service experience is how the service is conducted – the smile on the tech’s face, the cleanliness of the work area, the quality of the repair description and even how the technicians chooses to present him or herself. This is called the service delivery.

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service tech trainingAt one of our Proactive Service® workshops, one of the techs – let’s call him John – told me, “They don’t pay me to look good, they pay me to fix things!”.  We were discussing the importance of how we personally present ourselves at the customer’s facilities.  John, who looked like he hadn’t shaved in a few days and was wearing a well-worn company T shirt, was obviously not convinced about the importance of appearance in service delivery.  It wasn’t the first time I had heard this.

“Actually John”, I replied, “they pay you for both – fixing things and looking good.”  John was not convinced.

I asked John if he had been to a wedding recently and it turns out he was just the month before.

“What did you wear?” I asked.

“Sports Jacket and dress shirt – no tie.”

“What day of the week was it?”

“Saturday.  Why?”

“Is that what you usually wear on a Saturday?”

“You’re kidding, right?”  John responded.  “It’s usually torn jeans and a stained T-shirt”.  John smiled broadly and looked around the room at his peers.

“Really?” I asked in mock astonishment.  “Why didn’t you wear those to the wedding?”

“Because you just don’t that’s why.  You dress up for a wedding.  It shows respect.”

“But surely John, you weren’t invited to look good, you were invited to share the joy of the bride and groom’s big day.”  I stated, paraphrasing what he had said earlier.

“This is different!  I was talking about work and the need to get something fixed.  My customers wouldn’t care if I came in boxer shorts so long as I fixed the problem before I left!”

“Okay John.  How about this?  Have you seen your doctor in the last 12 months?”

“I just had my check up.  Why?

“What was he wearing?”

“Nice pants and a dress shirt – white I think.  He also had a phone on his belt and a stethoscope around his neck.”

“Any bloodstains on the shirt?”

“What????  No!!!”

“What if there were?  What if your doctor was wearing clothes with bloodstains and that looked like they had been slept in, wore a two-day beard and had unkempt hair?  How would you feel about that?”

I went on to explain to John that the service that our customers’ experience is derived from two distinct yet inseparable components.  One is the actual service performed – the troubleshooting and repair, the maintenance activities, the installation, etc.  This component is the service outcome.  It is the reason that the customer called us in the first place.  It was what John was thinking about when he spoke about the fact that customers don’t pay him to look good.

The second component that makes up our customers’ service experience is how the service is conducted – the smile on the tech’s face, the cleanliness of the work area, the quality of the repair description and even how the technicians chooses to present him or herself.  This is called the service delivery.

Because in most cases the customer can’t truly assess the quality of the actual service outcome, they look to how the service is delivered to determine the quality of the service provided.  In effect, they use the service delivery as the lens through which to view and assess the service outcome.  Both service delivery and service outcome are important and cannot be separated.  Together they add up to the total service experience.

Therefore, since customers are paying for the total service experience, it is fair to say that customers do pay us to look good AND fix things.  It is up to us as managers to ensure that they are getting what they are paying for when purchasing services from us.

I’d love your feedback! And as always, please feel free to leave a link back to your own blog if you have one via the commentluv feature here on the site. If you are reading this blog post via email, you will need to locate this post on my website by clicking here. Scroll down to the bottom of the page where you will find the comment section.

Jim

“Your appearance, attitude, and confidence define you as a person.  A professional, well-dressed golfer, like a businessperson, gives the impression that he thinks that the golf course and/or workplace and the people there are important.”

– Lorii Myers, Targeting Success, Develop the Right Business Attitude to be Successful in the Workplace

 

 

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Step 4 of a Proactive Service® Culture – A Clear Opportunity Process http://jb.jimbaston.com/2013/07/09/step-4-of-a-proactive-service-culture-a-clear-opportunity-process/ http://jb.jimbaston.com/2013/07/09/step-4-of-a-proactive-service-culture-a-clear-opportunity-process/#respond Tue, 09 Jul 2013 11:35:50 +0000 http://jb.jimbaston.com/?p=746 The technician had found a problem with a key piece of equipment and recommended to the customer that it be replaced as soon as possible. The customer asked the technician to have someone get in touch with him with pricing and installation information for the replacement. The technician reported the opportunity on the work order along with the request for a follow-up call by the salesperson responsible for the account. Unknown to the service tech, the information did not get to the salesperson and no one followed up.

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Jim Baston service manager trainingThe fourth step in creating a Proactive Service® culture for your field service team is to ensure that there is a clear and consistent process for handling opportunities from the field.  Without a clear process, we leave the follow-up largely to chance and create the potential for frustration and resentment on the part of our technicians and customers.

Nothing will stop a technician from making recommendations to a customer more quickly than poor or inconsistent follow-up by the rest of the company’s staff.  A technician that makes a recommendation that requires follow-up by others (salesperson or manager for example) and which is not followed up, is unlikely to continue to do so.  But worse than that, lack of follow-up can have serious consequences.

I worked with one service firm that did not have a formal process for handling opportunities from the field.  I interviewed one of their technicians and he related a story that highlights the problems that can occur.  The technician had found a problem with a key piece of equipment and recommended to the customer that it be replaced as soon as possible.  The customer asked the technician to have someone get in touch with him with pricing and installation information for the replacement.  The technician reported the opportunity on the work order along with the request for a follow-up call by the salesperson responsible for the account.  Unknown to the service tech, the information did not get to the salesperson and no one followed up.  About a month later, the customer called in a panic because the equipment failed, just as foretold.  Rather than praising the technician for his ability to predict the failure, the customer was furious that there was no follow-up on the part of the firm.  The service technician took the brunt of the customer’s anger and felt let down by his colleagues.  Needless to say, by the time we spoke to the technician, he was reluctant to identify opportunities in the future.

Even when a process for opportunity management is in place, it may not include an important step.  One of the most common complaints we hear from technicians is that, even when there is follow-up, the technician is not kept in the loop.  The lack of a communication loop to keep the technician informed causes more than hard feelings.  It also can cause a customer service failure.  Let’s assume that the technician has spoken to the customer and they are interested in pursuing an idea that she brought forward that may reduce energy consumption.  The salesperson or manager is duly informed and goes out to visit the customer.  If there is no communication back to the technician, the salesperson may develop a solution that is beyond what the technician had in mind and far exceeds the customer’s expectations.  A simple discussion with the technician would have prevented this from happening and the technician would have an opportunity to share her ideas with the salesperson that could be incorporated into the ultimate solution.  In addition, by keeping the technician in the loop, the technician will have an informed response if the customer asks about the progress on the opportunity development the next time she is in their facility.

A key step therefore, to ensure that you create a successful and lasting Proactive Service® culture is to ensure that you have a clear, concise and consistent process for identifying and following-up on recommendations from the field.  Not only will this improve your service delivery, but it will let your technicians (and customers) know that these recommendations are important and that they play a key role in your firm’s the overall service delivery.

I’d love your feedback! And as always, please feel free to leave a link back to your own blog if you have one via the commentluv feature here on the site. If you are reading this blog post via email, you will need to locate this post on my website by clicking here. Scroll down to the bottom of the page where you will find the comment section.

Jim

“Efficiency is doing things right; effectiveness is doing the right things.”

– Peter Drucker

 

 

 

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Step 2 in Creating Proactive Service® – Knowing Customers’ Business Goals http://jb.jimbaston.com/2013/06/04/step-2-in-creating-proactive-service-knowing-customers-business-goals/ http://jb.jimbaston.com/2013/06/04/step-2-in-creating-proactive-service-knowing-customers-business-goals/#respond Tue, 04 Jun 2013 13:32:45 +0000 http://jb.jimbaston.com/?p=708 The second step to creating a Proactive Service focus for your field service team is to encourage them to get to know your customers’ business goals. At first glance this may seem a bit off of the beaten path of the technical nature of their job, but it is critical in providing a higher level of service. A technician who understands the business goals and challenges faced by the customer will be attuned to opportunities to help their customers achieve them.

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Jim Baston improve customer serviceIn the first blog in this series, we talked about the first step to create a Proactive Service® focus for your field service team. The second step involves encouraging them to get to know your customers’ business goals.  At first glance this may seem a bit off of the beaten path of the technical nature of their job, but it is critical in providing a higher level of service.  A technician who understands the business goals and challenges faced by the customer will be attuned to opportunities to help their customers achieve them.

Without knowing the goals of the customer, how can our technicians make valuable recommendations?  A solution that works for one company might be contrary to the needs of another.  There is a wonderful story circulating around the Internet that illustrates the danger of solving problems without understanding the business goals.  Perhaps you have read it.  It goes something like this.

An employee of a large company was working late one evening.  She sees the CEO of the company standing in front of the shredding machine with a piece of paper in his hand.  He looks completely at a loss of what to do.  He asks the employee to help him make it work, explaining that his executive assistant has left for the day.  The employee is delighted to help and takes the paper, turns on the shredder and feeds the document into the machine.  As the paper disappears into the shredder, the CEO says “Thank you.  That is an extremely important document.  I only need one copy.”  Oops!!!

Understanding the customer’s business goals adds a critical piece of information to help the technician solve the puzzle of what they can do to help.  Knowing this will ensure the recommendations address the right problem, or as in the story above, prevent the creation of a new one.

How can a technician understand the business goals and challenges of the customer?  There are several ways, including doing Internet research, reading annual reports and catching up on the trade press for example.  But perhaps the best and easiest way is simply to ask.  This does not have to be a sophisticated discussion, but merely a conversation with the customer.  For example, the tech might ask about the most challenging aspects of building maintenance or what problems that, if eliminated, would make life much easier for the customer.  Or inquire about the most common complaints raised by tenants.  They may ask about their interest in LEED certification for existing buildings.  They may even ask about long-term plans for the building or process.  As managers, we can identify the best questions for our customer base and provide these for the technician.

An informed technician who can make recommendations that can directly contribute to their customer’s goals, is a valuable business partner.  They do more than fix things – they make things better.

I’d love your feedback! And as always, please feel free to leave a link back to your own blog if you have one via the commentluv feature here on the site. If you are reading this blog post via email, you will need to locate this post on my website by clicking here. Scroll down to the bottom of the page where you will find the comment section.

Jim

“If you don’t know where you are going, you’ll end up someplace else.”

Yogi Berra

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Creating the Service Experience Part 2 – CMCEF Webinar Series http://jb.jimbaston.com/2013/02/05/creating-the-service-experience-part-2-cmcef-webinar-series/ http://jb.jimbaston.com/2013/02/05/creating-the-service-experience-part-2-cmcef-webinar-series/#respond Tue, 05 Feb 2013 11:36:12 +0000 http://jb.jimbaston.com/?p=548 I am pleased to share information about the next webinar in the CMCEF Webinar Series Transforming the Service Experience called Creating the Service Experience which will take place Tuesday, February 12th, 2013. This webinar will examine the challenges of transforming the service experience and discuss how these challenges can be addressed to ensure success. At the end of this seminar, participants will understand the challenges they will likely have to confront when transforming their own service experience and can use this information to create a plan to address them within their own firms. I hope you can attend!

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CMCEF LOGO I am pleased to share information about the next webinar in the CMCEF Webinar Series  Transforming the Service Experience called Creating the Service Experience which will take place Tuesday, February 12th, 2013.   This webinar will examine the challenges of transforming the service experience and discuss how these challenges can be addressed to ensure success.  At the end of this seminar, participants will understand the challenges they will likely have to confront when transforming their own service experience and can use this information to create a plan to address them within their own firms. I hope you can attend!

This follows the first in the webinar series that took place on Tuesday, January 29th, 2013, where I presented on Defining the Service Experience.  We focused on the five key steps that technicians can take to transform the service experience that you create for your customers.  The five key steps our technicians can take are:

  1. Understanding what builds trust in a business relationship and using this knowledge to proactively create higher levels of trust through every customer interaction
  2. Recognizing how customers assign value to intangible services and delivering that service in a manner that clearly communicates this value
  3. Understanding the unique service proposition of your firm and looking for opportunities to communicate this to each customer
  4. Recognizing and discussing opportunities for services that will help the customer achieve their business objectives
  5. Turning challenging situations into positive opportunities.

The third and final webinar later this month is entitled Maintaining the Service Experience and will focus on our role as managers and how we can create and maintain momentum for change.

For more information on webinars 2 and 3 of the Transforming the Service Experience Series, click the links below:

Tuesday, February 12th: Creating the Service Experience

Tuesday, February 26th: Maintaining the Service Experience

Note:  This webinar series is open to everyone.  Non CMCEF members are welcome to attend.  Each webinar will commence at 11:00 AM EST and is scheduled to be one hour in length.  The cost to attend each seminar is $50.00 and we will recap at the beginning of webinars 2 and 3 so you can join the series at any time.

Once you’ve attended the webinars, I would love your feedback! And as always, please feel free to leave a link back to your own blog if you have one via the commentluv feature here on the site. If you are reading this blog post via email, you will need to locate this post on my website by clicking here. Scroll down to the bottom of the page where you will find the comment section.

Until next time,

Jim

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Transforming Your Customer’s Service Experience http://jb.jimbaston.com/2012/10/11/transforming-your-customers-service-experience/ Thu, 11 Oct 2012 12:46:12 +0000 http://jb.jimbaston.com/?p=256 Welcome to my new Baston’s Blog – Transforming the Service Experience!   Baston’s blog is a regular resource of ideas, tools and strategies to help you transform the service experience you are providing to your customers and reap the resulting rewards

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customer service expertWelcome to my new Baston’s Blog – Transforming the Service Experience!   Baston’s blog is a regular resource of ideas, tools and strategies to help you transform the service experience you are providing to your customers and reap the resulting rewards – rewards that include higher revenues and profitability and increased customer satisfaction and retention.

Thank you for signing up.  I understand that your time is precious and that there are lots of blogs out there to choose from.  My goal, therefore, is to make this a valuable and entertaining resource that you will look forward to receiving and hopefully pass on to your friends and colleagues.  Your input will help me keep on track and relevant to the challenges that you are facing at the moment. You will find the signup for the blog in the side widget to the right. Please make sure you follow the instructions carefully to ensure you receive your posts in your inbox.

I hope you find this blog of value and I look forward to your comments. Don’t forget to leave a link back to your own blog if you have one, via the commentluv feature you’ll find in the comment section.

Beyond GREAT SERVICE – The Technician’s Role in Proactive Business Growth

 “The essence of competitiveness is liberated when we make people believe that what they think and do is important – and then get out of their way while they do it.”

– Jack Welch

I wrote a book this year called Beyond GREAT SERVICE.  It is written as a fictional account about Charlie, a service manager, as he discovers the secret of successfully engaging technicians in conversations with their customers – a conversation that transforms the service experience and results in increased revenues and customer satisfaction.  Many people have asked me why I have written the book and, to answer that, I will need to take a small step back.

Technicians are arguably the most important assets you have employed in your service business.  They do the physical work necessary to keep your customers’ facilities and processes running smoothly and efficiently.  They do the intellectual work of finding and/or heading off serious problems that could bring your customers’ businesses to a halt.  They do the marketing work associated with representing you and your company.  In many cases, they are the key relationship your customer has with your firm.

Many firms have attempted to leverage those relationships as a source of new business.  The logic goes that “If only we can get our technicians to better promote our services, we could increase revenues and profitability without adding to overheads.”  The challenge is putting this strategy into action.

I have had the remarkable pleasure of spending my career closely aligned to the service business.  I have worked in the business selling and managing technical service businesses.  For the past 11 years or so, I have worked with thousands of technicians and their management as a consultant.  I have seen many companies that have tried to leverage their technician relationships to build more business and some have been successful, but many more have not – at least not as successful as was possible or as they would have like to have been.

Through this work, it became apparent that there are some fundamental issues that impede the success of most firms.  Unless these issues are addressed, management will always be disappointed with their efforts, regardless of the amount of time and other resources used, or the positive intentions of management.  I felt that the book would be a good way to highlight those issues and to provide some specific strategies on how to deal with them. 

I hope that you find Beyond GREAT SERVICE a useful resource as you engage your technicians more proactively in business development.  I personally think that it is a win/win/win situation.  Your company will be more profitable, your customers will be better served and your technicians will have a more rewarding and exciting place to work.

If you have any questions, please feel free to connect with me right here on my website, or contact me directly.

Jim Baston

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