Posted: September 18, 2020 | Categories: Customer service, Self-Improvement

Last week I received a letter from the Illinois Tollway Authority.  What could it possibly be about?  I opened the envelope and was dismayed to find that I was charged $24.60.  That included $5.80 for tolls and $18.80 in fees and fines.  How could that be?  I had more than enough in my I-Pass account to cover that amount.

The next day I called the Tollway number.  I was connected with Donna, and I gave her all the information about my account.  When she looked it up, she found that the license numbers given on the notice didn’t match the ones on my account.  Of course they didn’t.  I know you are always supposed to document any changes in license numbers.  In the past 20 years I have bought a car or two, and usually get a new plate.  I never registered the new plates.  I figured if the toll booths missed the transponder signal, they would have my license plate, and could look it up.  Donna informed me that is was my responsibility to keep license information current, and they know longer looked up the number.  If the tag number does not relate to a specific I-Pass account, it goes as a skipped toll.  When I asked if I still owed the fees and fines, she said “Yes.  It was your responsibility to keep your license information current, and you didn’t do it”.  I paused, then said, “You know something Donna, I am going to get that money back.  It will cost them double.  I will curtail my tollway use, and it won’t be long before I have all the money back.  I look forward to taking the backroads and enjoying the scenery.”  Donna laughed, then replied, ‘I don’t blame you.  I don’t like the tollways either.  I have a convertible, and I like the backroads.”  We then got into a conversation about her summer and her convertible.  When the conversation was over, I still owed the money, but had the satisfaction of possibly putting a little spark into someones day.  Before the conversation was over, she did not represent the tollway.  The tollway was “they!”

Posted: September 2, 2020 | Categories: Leadership, Management, Team Building

You may have heard the expression, “Don’t throw away the baby with the bath water”.  This is a saying we may want to keep in mind when considering layoffs during this Covid-19 crisis.  If we are at this crossroad, here is an example we may want to keep in mind.

In their 50-year history, Southwest Airlines has never laid off a single employee.  Remarkably, they have also made a profit for 46 years in a row.  When Southwest faces an industry-wide crisis, layoffs are the last thing they do.   For many companies, it is the first action taken to cut expenses.  Who is right?  That is a judgment call.  If we want to operate a business that makes a profit for 46 straight years, maybe we should tune in to Southwest’s philosophy about layoffs.  Here they are, as outlined in a Business Week article in October of 2001:

Consequences of layoffs:

• Severance and rehiring costs
• Potential lawsuits from aggrieved workers
• Loss of institutional memory and trust in management
• Lack of staffers when the economy rebounds
• Survivors who are risk-averse, paranoid, and political

Benefits of not laying people off:

• A fiercely loyal, more productive workforce
• Higher customer satisfaction
• Readiness to snap back with the economy
• A recruiting edge
• Workers who aren’t afraid to innovate, knowing their jobs are safe.

As illustrated in these bullet points, if we are considering layoffs, this situation should be carefully weighed so that we don’t look back and say “OOPS!”

Posted: August 7, 2020 | Categories: Sales

Have you ever made a decision and later looked back and regretted it?  Most of us have.  Why did we make that decision?  It was likely because we missed something in the beginning.  There was valuable information or input available, and we didn’t know it.  Now we know it, but look at all the suffering it took.  As sales professionals we can be proud that we help people make better decisions.

I have a friend who is a financial planner.  A few months ago he received an unsettling phone call.  A long-time client informed Dave that he was changing to another advisor.  He got a better deal.  Dave was surprised.  He had done well for his client, and been in there with him side-by-side all the way.  Dave was a good sport and accepted the decision.  With gentle persistence he also found out who his client was switching to.

The next day Dave decided to do some research on this person his client was moving to. He found that he had only been in the business two years and had worked for three different firms in that time.  That concerned Dave, and he called his departing client.  First Dave affirmed the clients decision.  He then said, “If you are like me, when you make a decision, you want to get all the relevant information you can.  I took a few moments to research the person you are moving your account to.  Here is some information I thought you would want to know as you move forward….”

Dave shared this information.  His client thanked him.  Later that afternoon, the client called, and said he had changed his mind, and wanted to stay with Dave.

The most important point to note is that the intent of Dave’s call was pure.  He wasn’t trying to get him to change his mind.  He was being a good friend, and sharing information he thought would help his client.   Let’s remember Dave’s story and the message:  As sales professionals, we help people make better decisions.

Posted: July 21, 2020 | Categories: Self-Improvement

“Life is what happens to you when you are busy making other plans”

– John Lennon

You don’t have to answer this question out loud.  I don’t want to embarrass you.  Have you ever sat through a performance, program, or sermon and found yourself dozing? Because you were amongst a crowd, nobody saw you…right?  No.  That’s not right.

Here is something that all presenters know:  If we are one person in a crowd of 250, we can make a positive difference on the presenter and the quality of the program just by our alertness, engagement, and expression on our face.  Part of my work involves public speaking, and one of the first things a presenter does is look for the “sparkler” in the crowd.  This person may have a built-in smile on their face, or just a sparkle in their eye, and we can pick it up like radar.  We don’t stare at this person, but we do glimpse at them a lot to help keep our energy level where it needs to be. Afterward, this person often has questions, and we realize that during the presentation we have built some trust with them, and we are probably very receptive to what they have to say.  They are more influential.

A few years ago I was in an audience listening to a presentation from a person who worked with autistic children.  I knew she had not given many presentations before, and I sensed she was a little nervous.  I was sitting towards the back of the room.  It was a 40-minute presentation, and the entire time I was looking at her and doing my best to be encouraging.  After the program she singled me out, and told me how much she appreciated my smile and encouraging nods.  She said she would never forget it.

The next time we are hearing someone present, let’s remind ourselves of the responsibility we have as a member of the crowd.  So often we make a difference without saying a word!

Posted: June 26, 2020 | Categories: Customer service, Sales

Two years ago I received a call from a client who was in a dilemma.  He had just been informed by his company accountant that some equipment he had sold several months ago had not been paid for.  The equipment was expensive and the unpaid balance was hefty.

Jack thought about his options:  He could go the legal route and take the heavy-handed approach.  This would burn the relationship.  He didn’t want to do that.  The other option was to set up a video conference with himself, his boss, and the two owners that owed them.  They set the meeting up.

Next, we talked about preparation for the meeting.  The most seasoned negotiators are very aware of these two fundamentals:

• Know your position of strength going into the meeting.
• Clearly define these three different categories:
  • The ideal outcome of the meeting
  • The acceptable outcome
  • The “walk away”

The meeting began on a friendly tone that enabled everyone to relax.  Jack’s boss is an excellent listener and he let the owners talk first.  He then paraphrased and affirmed what they said, and they nodded in agreement.  Throughout the meeting, Jack and his boss were able were able to clearly communicate their negotiables and non-negotiables.  The meeting went well, and they were pleased with the plan that was agreed upon.

When I think about this situation I realize there are so many ways this situation could have gone bad with shouting matches and the destruction of a relationship.

We are all in the midst of recovering from the Pandemic.  It is likely that you are holding someone’s inventory and have a balance that is overdue.  If you value the relationship, consider having a meeting with them to find a common ground.  Once again, here are the key fundamentals:

1. Know your position of strength (and theirs)
2. Define your ideal, acceptable, and walk-away outcomes.
3. Begin in a friendly way.

And remember the “4 F’s”

1. Firm
2. Friendly
3. Frank
4. Fair