A ‘Four Square’ Statement

Here’s a quick and simple way to develop a strategic plan for any written document. And while it doesn’t require much actual writing, it will help you focus your attention and get a better response to your message.

Take a sheet of paper and divide it into about four equal parts by drawing a horizontal line across the page and a vertical line down the page.

Starting in the upper-left corner, write down the germ of the idea. Take just a few words and describe the basic idea. Don’t elaborate and don’t use any space beyond that square, which will force a certain amount of conciseness. For example, “Try invoicing occasional customers at mid-month and end-of-month, rather than just at month-end.”

Moving to the upper-right corner, concisely explain the ‘what’ and the ‘why’ of the idea. What will I gain by pursuing this idea? For example, “Could improve cash flow and reduce our line of credit cost by 5%.”
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Can You Hear Me Now?

When you listen to a customer (or co-worker, spouse, significant other), your brain is constantly making hundreds of assumptions. Each word, inflection, and tone of voice is interpreted, but not always as the speaker intended. Research shows that 2/3rd of all employees feel management isn’t listening.*

We all think we know how to listen, yes? The fact is that very few people know how to truly listen. In our earnestness to serve, we get pulled out of a conversation by preparing for the answer while the other person is still talking. We wait for a pause and when the person takes a breath, we jump in to improve or remedy the situation.

Or, we worry about the question that we may be asked that we might not be able to answer intelligently. Will we know the answer? Will we be able to respond appropriately? What if I am asked a question I don’t know the answer to? What if I don’t understand the question? What if they find out that I’m new on the job/on the equipment/at this company? What if they get angry at me? What if I frustrate them? What if, what if, you fill in the blank. We are anywhere but listening to the other person.
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Battling with Customer Service: How to Win the War, Part 2 of 2

If you’ve already read Part 1 of “Battling with Customer Service: How to Win the War,” congratulations! You’re halfway to becoming a pro. Follow these last five steps and you’ll be on track to bending the minds of customer service representatives everywhere. Without further ado…

6. Don’t drink and dial.

It seems like a good idea at first; the mind says no, but the six-pack says yes. You’ve had a great relationship for years. Why throw it all away over a silly dispute? You decide to pick up that phone, one last time, and see if they realize what they’re missing. Has this logic ever worked? Here’s a hint: no. Calling customer service in an obviously altered state of mind will cause your pleas to fall on deaf, yet slightly amused, ears. If you want customer service to take a complaint or concern seriously, save the six-pack for when you call your ex.
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Battling with Customer Service: How to Win the War, Part 1 of 2

Customer service, how I loathe thee. Let me count the ways. The never-ending loop of obnoxious hold music. The pressure to buy new products and services. The poor-quality, outsourced call to a distant land.

A call to customer service can be an infuriating ending to a frustrating experience. You’re upset and looking for empathy, but all you encounter is disappointment. Could Company X have done something differently? Probably, but if you follow these tips when dealing with customer service, you’ll be in the driver’s seat for the next dispute.

1. Be prepared.

Seems basic, right? Unless you’ve called Company X several times, you’re probably not familiar with their required information. Have every tracking number, account number, itemized statement, and order number before you call. Customer service representatives are held responsible for torturous call-handling metrics designed by masochistic management. Length of call, resolution (if the customer calls back to the company within an allocated amount of time), and randomly monitored calls are measured stringently. Bottom line: they want to help you quickly and completely, lest a superior crack a whip.
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