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We all took a personality test – now what?

by OmniTouch International OmniTouch International No Comments

We all took a personality test, so how do we use what we learned in our coaching conversations?

That’s what the Customer Service Manager asked me during a training program on coaching.

“We all took a personality test and I am like this ___ and my colleague is like that ___,  So how do we bring the results of our personality tests into the quality coaching conversation?”

That’s a fair question.

One I hear now and then in our coaching classes.

 

So I asked this question in return

Generally in Customer Service communication, I advise folks to not answer a question with a question.

That approach can be rude – even aggressive.

But my intention in answering a question with a question here was to get us all to dig more deeply into what the answer might be.

Here’s what I asked –

“Before we get into the specifics of the coaching conversation, can you talk to each other about the ways you’re already using what you learned from the Personality Test in all of the other conversations that you’re having with the people around you?”

I continued…

“Because the quality coaching conversation is only one of many possible conversations you’re having with your people throughout the day.

For example, you might share with a Team Member that you observed something good or you observed something not so good.

Perhaps you praised something or provided guidance on a task. Maybe you asked someone to stay late if they could. You might have even given a formal performance review.

So stop now and ask yourselves – how have you used what you learned in the personality tests in any of these other conversations?”

Your answers here will serve as are clues to how you can apply what you know about someone in a coaching conversation.”

 

The room got quiet and I bet you can guess why

It turned out that taking the personality test was kind of fun.

And learning about what kind of people we were was also kind of fun.

But what folks had learned about each other hadn’t been put into any kind of formal practice.

It had been treated like a parlor game.

And wasn’t appearing in any of the conversations that people had with each other.

 

It’s important to get to know the people you work with on an individual level

As you learn about the people you work with – and they learn about you – the decisions you make mutually about working together apply to the entire relationship.

To all the conversations that you have. Not just the coaching conversation.

This ‘aha moment’ for the group completely changed the question.

From “How can we use what we learned from our Personality Tests in a coaching conversation?” to “How can we use what we learned in our Personality Tests to improve and build our relationship with each other?”

And I admit that made me smile.

https://www.omnitouchinternational.com/dear-trainers-engagement-shouldnt-be-the-goal

Thank you for reading!

Thank you for reading this article today!

If you’d like to stay up to date on our articles and other information just send over your email address or add it to the contact form on our website.

Thank you!

Daniel Ord

[email protected]

www.omnitouchinternational.com

Photo by Nguyen Dang Hoang Nhu on Unspla

Don’t make a bad decision in the name of a good outcome

by OmniTouch International OmniTouch International No Comments

Making a bad decision in the name of a good outcome – is still a bad decision

Read the following statements and see if you can identify the pattern:

“I know that transaction surveys should be short and sweet but this is a chance for our Marketing group to build relationship with Customers so we’re adding more questions.”

“I know that transactional NPS isn’t a good metric to use for individual Agents but I think it helps with Agent Engagement to share the good comments.”

“I know that measuring Agents on number of calls handled isn’t mathematically ideal but I think it helps us be cost efficient.”

Take a moment now to describe what you see in each of these examples.

 

Here’s how I describe it

In each example shared a good outcome was used to defend a bad decision.

Or put another way, a bad decision was forgiven in the name of a good outcome.

It helps with cost efficiency (the good outcome) to measure Agents on number of calls handled (the bad decision).

And invariably, the person who uses this approach will start off with, “I know that…”.

Which in a way makes it worse.

 

Notice how the conversation gets shut down

Notice how this kind of statement shuts the conversation down.

When someone says, “…because it will make us cost efficient.” it puts the Listener in a difficult position.

I mean who’s going to argue against cost efficiency? Or Agent engagement?  Or Customer relationship?  These are all good and important outcomes.

It can feel awkward to feel that you’re debating against a good outcome. Especially if this statement comes from the boss. Or an authority figure.

But you know it’s a bad decision.  So its worth digging in and exploring.

 

Here’s how I do it

Is the bad decision being put forward – the too long transaction survey, the transactional NPS question, the metric on # of Calls Handled – a significant lever that drives that good outcome?

You can’t just have an opinion.  Show me.

Use a Scatter diagram, an Ishikawa diagram, financial modelling. Basically use whatever tool or method fits the purpose.

But  show me how that bad decision truly contributes significant impact on that good outcome.

And if there’s a well document practice or principle that we’re not planning to follow tell me why it doesn’t apply to us.

For example # of Calls Handled as an Agent performance metric turns out not to be a big contributor to Cost Efficiency.

In fact that metric can potentially increase overall costs.

Oops.

 

And what about the impacts on the ecosystem?

Now let’s turn our lens to the impacts on the ecosystem. Because the decisions we make don’t operate in isolation.

There are always impacts on other parts of the ecosystem.

And I’ve always thought of professionals working in Customer Experience & Service as ‘Custodians of the Customer Ecosystem’.

What are the ecosystem impacts of using # of Calls Handled as an Agent metric?

Well when you sit down and study it, Agents who are targeted on # of Calls Handled invariably shortchange Customers on Quality.

Either in the style or completeness of their response or both.

Is that a good thing?  Most Organizations would say no.

A shortchange in Quality is going to potentially increase our unnecessary repeat contacts figure.  Which in turn increases cost and reduces Service Level.

And it also hits our Customer Satisfaction outcomes which can result in more complaints to handle and an increase in Customer defections.

And let’s remember that Agents who are targeted on quantity often lose the chance to develop their quality.  To develop those powerful communication skills that can serve them throughout their lives.

The ecosystem impacts are significant – and need to be considered as part of the decision making process.

 

 

 

It can seem that I’m talking about a small thing here

Even I can see how this might be seen as nitpicking.  Or that it’s just a small thing.

But step back and consider.

It only takes only a few such decisions of the “I know it’s not good/right/great to do X but we do it to get Y” variety to ripple through the ecosystem and potentially do more harm than good.

 

Thank you for reading!

Thank you for the time you took to read this today!

If you’d like to stay up to date on our articles and other information just send over your email address or add it to the contact form on our website.

Daniel Ord

[email protected]

www.omnitouchinternational.com

Cover photo by Happy Lee on Unsplash

The best $380,000 I ever spent

by OmniTouch International OmniTouch International No Comments

“If knowledge is power, knowing what we don’t know is wisdom.”
Adam Grant

In our first year of operation, the company I founded earned a profit of $80,000.  That was in Singapore in 2001.

We had done well with two Customer Service workshops I’d written and we’d landed two global Mystery Shopper research programs which were well underway.

Business was off to a great start.

But I knew that what had made us successful so far wasn’t going to necessarily make us successful in the mid to long term.

I hadn’t left working in the corporate world just to find myself having to go back in to that because I hadn’t helped my Clients solve their problems.

So I took $40,000 of that first year profit, signed a contract with a consulting firm in California and flew myself and a Singaporean colleague to live in the isolated mountaintop home of the firm’s founder.

For a month.

 

Why did we spend a month on a mountain top in California? 

It’s a reasonable question.

My colleague and I travelled to the U.S. to receive four weeks of private instruction in Contact Center management directly from the consulting firm’s founder.

I had done my homework before signing on the dotted line and everything went the way it was supposed to go.

It was a superb and intellectually intense month.

Every morning we were up and seated in our Instructor’s home office to start class at 9:00AM.

Our 12:30 – 1:30 lunch consisted of sandwiches that he made for us in his big kitchen downstairs (which my Singaporean colleague despaired of at one point saying, “Argh, in Asia we prefer to eat warm food!”).

To highlight how isolated we were, the Instructor had his own small plane and airstrip and he flew himself to most of his engagements.

Aside from two or three trips into town, we lived as if we were in boarding school.  And I loved almost every minute.

Over the four weeks we covered four different domains of Contact Center knowledge in great depth:

  • Operations Management
  • Leadership & Business Management
  • People Management
  • Customer Relationship Management (for CX folks remember it was 2002)

The deep grounding in know-how that I gained in that month has informed my view of the Customer ecosystem ever since.

Which I can summarize as this belief –

I believe that leading & managing in the Customer ecosystem, whether Contact Center Management or Customer Experience Management, is a business discipline.

As with any business discipline, there is an essential level of know-how, across multiple domains, that an industry professional needs in order to avoid negative outcomes and achieve great outcomes.

In the Customer industry, as was true in my own case, people don’t typically go to school to learn these things.

Many people in Customer Service & Customer Experience end up in the industry by accident and then end up learning on the job, which as you’d expect can be very hit or miss.

I know this because I’ve met thousands of these folks in our workshops and have had the privileged opportunity to listen to their stories.

And it’s my own story too.

 

By Year 6, I had signed checks totallying nearly$380,000 

By the sixth year of my company’s operations, I had signed checks totalling nearly $380,000 to cover costs including IP & content rights, long distance travel expenses to join workshops and meetings and to pay for various membership & certifications for myself and our Team Members.

And it was worth every penny.

Clients were flying me all over the world to teach their people how to succeed in the Customer ecosystem.

I remember one week where I finished a class in Beijing in the evening, went to the airport to board a flight, landed in Delhi in the early morning hours and took a taxi straight to the venue to begin a class there.

And I continued to write training content of our own.

Which our Business Partners and Clients began to buy or license from us and which created another stream of business for the company.

 

I’m grateful I came up through Finance

I came up through Finance before entering the Customer domain. So the concept of a business discipline was second nature for me.

To get hired for the kinds of senior level Finance jobs I held required a relevant university degree and industry certifications.

Of course you learn on the job.

But I never heard any VP, Finance say that their bosses were fine that they learn how to prepare accurate financial statements ‘on the job’.

It’s both. Formal knowledge + experience.

Where you apply your knowledge based on the context and culture where you work.

In my last Finance role, I worked at a direct marketing company that sold music, children’s toys and gardening tools via TV commercials and catalogs.

We served our Customers through our own Contact Center & Distribution Center based in El Segundo, California.

I’d been preparing the financials and budgets for both the Contact & Distribution Centers for a few years and knew the numbers inside and out.

 

Then a remarkable thing happened that changed my life

One day the current VP, Operations had resigned from her post to take another job. An hour later the CEO called me up and offered me her position.

To move from VP, Finance to VP, Contact Centre & Distribution Operations.

I was honored and excited and said yes right away.

Looking back, I think my finance background was one of the key reasons the senior team extended the offer to me.

The fact that I knew the numbers and was able to explain them had earned me face time and trust with very senior people.

I was also fortunate that the outgoing VP, Operations had been so generous with her time, often explaining the art & science of Contact Center Management as we’d have lunch or take long walks around the grounds.

Of course over the next eight years of senior Contact Center positions in the U.S. and Asia I learned a lot on the job.

Experience matters and helped me grow.

But I absolutely knew that I wasn’t a master of the domain. That I didn’t know what I didn’t know.

And I was the VP, Operations with nearly a decade of solid work experience!

I filled the gaps as best I could but anyone who has worked in Operations will tell you that taking time off to learn is tough. You’re often on call 24 x 7.

So when I left the corporate world and started my own company, I was committed to closing the gaps in my knowledge as soon as I could.

I mean how could I credibly help Clients solve their problems and become their preferred provider if I didn’t have the know-how to do so?

And that’s how I ended up on a mountain top in California.

 

You’ve got to know what you’re doing

One of the most common comments we get from Participants in our workshops is this: “I wish I had taken this course earlier. If only I had known this stuff earlier. Now that I can see the full picture it all makes sense.”

To which I reply with Maya Angelou’s wonderful quote, “Do the best you can until you know better. Then when you know better, do better.”

And no, you don’t have to do what I did.  You don’t have to start your own company and spend $380,000.

I know what I did is pretty unique.

But the lesson for me has paid off.

In an industry that requires business discipline level know-how, and one where people generally don’t go to school for this stuff, it’s never a bad idea to look in the mirror and say, ” I don’t know what I don’t know.”

And then doing something about it.

What lessons can Contact Centre folks learn from CX folks?

Thank you for reading!

If you’d like to stay up to date on our articles and other information just send me your email or add your details to the contact form on our website.

Daniel Ord

[email protected]

www.omnitouchinternational.com

Daniel Ord teaches the Customer Experience Team at Agoda in Shanghai.

Cover photo by Lesly Juarez on Unsplash

 

 

How to get better at writing

by OmniTouch International OmniTouch International No Comments

In this article I talk about how to get better at writing.

I wrote this as a response to a recent article written by Maurice Fitzgerald in which he wrote –

“The two most critical skills for managers”

“Quite simple really. We can have all the knowledge in the world. Unless we are able to communicate it effectively, we can’t get anything done.

The only ways we can get our teams and organizations to do what we want are:

  1. Writing.
  2. Speaking.

There is nothing else. There is no other way we can communicate. There is no other way we can get things done. The better you are at these two skills, the easier it will be for you to get things done.”

I’d recommend the entire article which you can find here:

https://www.linkedin.com/pulse/only-two-ways-managers-get-things-done-2022-every-other-fitzgerald/?trackingId=CNRXgVmMQgWJ9CsXWUhfWA%3D%3D

Via the comments section on his article, Maurice asked me if I had any suggestions on how folks can improve their writing skills – largely because I spend so much of my time teaching communication skills.

And in this short article I respond to his question.

 

Let’s start first with context

No alt text provided for this image

It’s unlikely the people reading this are planning on writing the great American (or Malaysian or Irish) novel.

I think for most people at work, it’s about upping the levels of clarity & effectiveness in written communication.

So to get better at writing, I’d suggest starting off by improving how you write emails.

Because nearly everyone has to write emails – and yet the calibre and clarity of the email writing that’s out there is all over the place.

 

What I’m seeing in email writing

I’ve taught email writing for 20 years.

But what I’m seeing in the last couple of years or so is how Clients are embracing new ways of thinking about how their people communicate with Customers and with each other.

In the past, the training request I’d receive would sound like this – “Dan, we have a big Customer Service Team. Please help them improve their email writing skills.”

And that was all fine and good and I’ve very much enjoyed this work (and still do).

But these days, I hear a new variation on this request. It sounds like this –

“Dan, of course we want to improve our email writing with Customers. So much of how we communicate with Customers today involves writing – email, chat, text, social media and so on. So yes – let’s help Customer Service improve.”

“But we also want to improve how the people in our company write to each other. Because it’s not enough for us that our Customer Service folks can write well.”

They continue…

“To build our Customer-centric culture and our organizational effectiveness, we want everybody to write well – it’s that important to us.”

That’s the single biggest trend I’ve seen in email writing classes and I think it’s a terrific one.

If you truly want to build that desireable Customer-centric culture, then everyone should be able to write as if they were writing to a Customer.

 

 

A point I highlight, early on in email writing workshops, is this one –

Why would you write differently to a Colleague than you would to a Client or Customer?

Doesn’t your Colleague deserve clarity?  Don’t they deserve ease or recognition of their emotion?  And doesn’t everyone deserve more than an abrupt one word ‘noted’ in reply to their note?

Because everyone is a Customer.

And the way you write is a direct reflection of how you think and how you see the world.

When your Colleague opens your reply and reads it – how are they going to feel? What perception have you created?  How are they going to remember you?

 

“Business writing” has ruined some of us

One of the hallmarks of a great email is that it sounds the way we speak (as our best selves obviously).

Yet so much of what we see when we evaluate email transcripts is the use of heavy words, lengthy expressions, jargon, buzzwords and even the dreaded ‘we regret to inform you’ or ‘we would greatly appreciate if you would…’.

Some Participants tell us they learned to write this way in school – often under the heading of ‘business writing’.

That to dress up the email with fancy words & phrases somehow made it more ‘professional’. Oh dear.

Where business writing refers to recognizing the tone and content of the Customer – I say yes – go for it. That’s an approach to ‘business writing’ I can get behind.

But where business writing refers to being murky in word choice and stilted in how we present our ideas and suggestions – I’d say that’s an approach to ‘business writing’ that’s not doing anyone any favours.

It’s a strange turn world we all live in when a Chatbot ends up having more personality and better word choice than a human being does.

We actually came across such a case in a Mystery Shopper program we undertook last year. And it still haunts me.

In an increasingly digital world – when one human being chooses to reach out to another human being – don’t we have an inherent responsibility to be human?

 

Some ‘lenses’ you can use to better see your emails

This short article isn’t a replacement for a formal workshop or learning program.  There’s just too much ground to cover.

But there are a number of great lenses you can use to review your existing email writing and improve.

What I find is that people ‘look’ at their email, but don’t always ‘see’ their email.

What lenses do is provide new and powerful ways to relook (and rethink) how you write.

Here are three of my favourite lenses

Lens #1: The 9 Step Pattern

This is the essential pattern we teach in our email writing workshops and covering these steps:

1.     Interpret Tone & Content

2.     Choose the right Response Action (Clarify, Response Template, Free Form)

3.     Write the Opening

4.     Craft the Affirmation or Empathy Statement (this is where we spend a lot of time on empathy and what it sounds like).

5.     Structure the Response

6.     Invite Interaction

7.     Conclude

8.     Re-read

9.     Send

Having a chronological step by step framework makes email writing both better and more efficient.

And the 9 Step Process is effective as well – it helps ensure that the Tone & Content of the Customer have been considered and where appropriate ‘matched’.

It’s not meant to turn writers into robots.

Rather – like a great recipe – it ensures that all the key ingredients are gathered and blended together for a great outcome.

Lens #2: The Customer Experience Pyramid

The CX Pyramid is so simple and yet so powerful.

It’s part of our CX workshops and we often use the CX Pyramid in our Mystery Shopper and Contact Audit work for Clients as well.

The pyramid covers 3 levels – each level with it’s own question to answer.

1.     Meets Needs – Did I help my Customer accomplish their goal?

2.     Easy – Did I make it easy for and on the Customer to understand and use my email reply?

3.     Enjoyable – What kind of emotional perception will be left in the mind of the Customer once they read my email reply? Is that the emotion I was going for?

Considering the answers to these three questions is pretty much guaranteed to make your email better.

Lens #3:  The Customer Journey approach

This lens helps remind me that the Customer is on a journey to accomplish something. And that I’m just one point in that journey (something for Customer Service people to remember).

By stepping back and looking at the ‘bigger’ chronological picture – I can serve them better. And here are the questions I ask myself using this lens:

No alt text provided for this image

Sometimes people get very factory like when they’re handling email. Head down, fingers flying, responses sent.

But taking a few moments to consider the Customer journey starting with what motivated them to write, what their goal is (and how my reply addresses that) and where they are likely to go next (including what I can share with them about what comes next) leads to better outcomes.

Including reduced ‘back and forth’ email trains and improved Customer perception (I was listened to).

 

Are there more lenses that we can possible use?

Absolutely.

In CX we talk about data architecture. How different layers of data can be combined to provide a full picture of Customer perception & outcomes.

I think that idea works for email writing too. Different lenses can be ‘layered’ and combined to provide a complete quality framework for an email.

Another lens we could use is the Cultural lens. How does a German national prefer to receive their message as compared to a Japanese national for example.

Or how about the Value lens – in what way does or should our organization’s core values make their appearance in our communications.

But I’d still start with the 9 Step Pattern as my primary lens first.  And then layer on the additional lenses that I’ve chosen as the most relevant and meaningful for my work communication.

 

In closing

Thanks Maurice for what you wrote. I think that in today’s world, being able to speak well and write well matters more than ever.

So does Warren Buffet by the way – here’s an excerpt from a business article I came across –

Legendary investor and billionaire Warren Buffet has a tip for young people: Focus on learning how to write and speak clearly.

“The one easy way to become worth 50 percent more than you are now — at least — is to hone your communication skills — both written and verbal,” says Buffett.

I couldn’t agree more. Thank you for reading!

Daniel

[email protected]