Tuesday, July 8, 2025

A Smile and a Robot

 A group of robots working on a computer

AI-generated content may be incorrect.

I don't know about you, but calling into a 'help/ call centre today is a bit like gambling -- you rarely win no matter how high the stakes or the number of attempts.

But sometimes you have no choice. The prompt:  a real paper letter informing me a life insurance policy I had been forced to take out by my bank about 25 years ago and for which I had paid a tidy sum each month -- well they automatically deducted it -- was ‘expiring’!

So, I zeroed in on the 13-number and dialled away.  But I was greeted by an obvious robot (not even the courtesy of using an interactive voice response unit).  This disembodied voice tried to be clever but was dumb as the proverbial stump and didn’t know it. 

After my fourth attempt to share my policy number I nearly gave up.  This expensive pile of the latest technology (that somehow, I would be paying for far into the future with increased fees and charges) could not understand ‘M’ from ‘E-M’ no matter how careful my efforts. 

I asked for a real person.  This did not seem to compute, so I repeated my request a few times until I wore down the robot/ AI smart machine.

As I waited in the quiet queue, I shuddered to imagine the next phase of this journey…and then it was magic! 

A clear, articulate, Australian voice greeted me.  Sami had something very rare nowadays -- a distinct smile in her voice.  I had not heard a smile in the voice of a customer service representative since I was facilitating workshops to teach that critical skill over ten years ago. 



I wasn’t sure how to react, but Sami was gracious, articulate, well-paced.  She apologetically put me on hold a couple of times (after asking permission) while she investigated my mystery. 

 Once she resolved the issue, I asked how long she had worked in this role.  She told me she was relatively new to the work, only about six months.  Which, yes, I agree could have been the reason she had not lost her lilting smile.  She also admitted that many customers thought the robot was a problem, but it was being worked on and would come good soon.

 I suppose since we have entered a time, where skills such as writing, talking, spelling and adding up a column of figures is akin to living in the Jurassic Age.  Nevertheless, I sure do miss smiles in voices from people who care.

Thanks for the great effort, Sami, wherever you are.  Do not lose heart, you are irreplaceable today!

Monday, November 11, 2024

Did You Say CX TRENCHES?


Well, I’m with you @Justin Robbins with all the ‘CX dust’ that’s been flying about for the last several years.  I know I will get in trouble with this opinion, but I’ve graduated from the ‘database marketing university of hard knocks’ and own this perspective.  So, buckle up for a bit of a journey! 

Let’s start with those letters – ‘CX’ and ‘X-pert’.  

Perhaps:

·       C = a hundred in Roman numerals or maybe it stands for centigrade or?

·       X  = has always stood for something unknown, such as a number or element

·       X-pert = an unknown substance under pressure (for you @DeepakSelvaratnam)

Never made a lot of sense because to me this ‘shorthand’ two letters simply eliminated ‘customer’.  And business was never supposed to be about fleeting and uneven experiences, but about establishing trust with individuals we hoped would invest in our offerings and be a bit forgiving when things didn't go perfectly! 

Trench Credentials

As for my platform to ‘pontificate’ from, Justin – Today, I focus my expertise on review, analysis, process improvement, sensible technical writing and learning experience strategies. 

That’s what  I’ve seen is most helpful for organisations -- based on over thirty years working in direct/ non-face-to-face marketing and customer support/ care!

Initially, I started work as editor for a medical publishing company (now Medical Economics) and was eventually elevated to ‘Promotions Director’.  In those days the ‘customer WAS king’ -- and we knew and respected this fact. 

Every subscription we gained and every subscription we protected from leaving, helped pay the bills, including our salaries.

Manual Labels and Sorting

It is difficult to imagine a day when a ‘database’ was just postal trays filled with hundreds of paper, Cheshire cards onto which names and addresses were manually typed. 

Selecting a mailing list wasn’t managed by a mindless AI algorithm, it was done with care.  We sorted every card by hand into stacks of -- what we hoped would result in a breakeven plus profit from our carefully crafted and weighed (for stamp (!) costs) selections.  Zip codes were still a novel idea and bulk mailers had to use them. 

The trays of cards had to be sent to a mailing house with a Cheshire labelling machine that duplicated the information on the cards, onto labels that were stuck on envelopes. 

Pioneer in Automation


Credit: howtogeek.com

While working on a Masters, I purchased a Model 1-TSR80-RadioShack computer (that would barely fit on one of the minimal desktops of today) and used a word processing program called Lazywriter (the video on this link will astound your senses) to begin my lifetime documentation adventures.

Many programs had to be manually written into the computer from page after page of mouse type columns of code printed out in computer magazines.  It would take days to type in the DOS instructions that resulted in something a bit more like a Microsoft™ Word  table.  Then someone would manually re-enter the names and addresses from the Cheshire cards into the computer. 


Image of a DOS Screen


Spreadsheet programs were new, so I used what I could to figure out basic sorting to select and organise the mailing lists – the result?  My boss thought I was a magician!

Six-million Households

After several years, identifying and documenting many first principles of database and non-face-to-face marketing, including telemarketing and customer service, I moved to a New York bank (HSBC).  I became custodian of their six million household database -- that had only been used to mail quarterly statements and fee increase notifications!

That was a fun time where my team and I created the initial ‘synergistic marketing system’ (pre-CRM) built with the help of IBM and AT&T, who were willing to invest their time, resources and research in new technology and insights. 

No matter what, during all this time there was still ‘intimacy’ and respect for the customer -- the reason for our existence!


Australian/ NZ Sojourn

Then one fine day in 1989, I was recruited to Australia for what was supposed to be a two-year, working adventure.  I had the privilege of introducing many organisations to these new database principles, including most of the major insurance organisations and all the major banks (except ANZ for some reason). 

It was a delight to work beside the likes of Ian Kennedy, Tony Carr, Jon Clark, Rob Edwards and Jodie Sangster -- as these creative thinkers solidified and developed their innate suspicions about databases and non-face-to-face marketing. 

I was even recruited to NZ to create and manage the non-face-to-face direct bank (based on ‘firstdirect’ in UK, where I had advised on basic supporting technology and measurement standards) and customer service initiatives for ASB Bank.

I eventually worked as Director of Education for the then Australian Direct Marketing Association to promote and develop a raft of effective certificate and diploma courses, including ‘The National Compliance Safety in Direct Marketing Course’. 

And the customer was still king until…

organisations moved into web-based activities
 in earnest, anticipating huge profits from eliminating staff
and letting the customer manage their own transactions.  Instead…


Too Much of a Good Thing

I think ‘CX’ has been invented to mask the drifting away of loyal customers, as if ‘experiences’ are going to attract loyal customers through use of more sophisticated and endemic technology.  Instead, the distance between the customer and organisation grew.

Unsuspecting and unprepared customers still have technology decisions foisted upon them -- with minimal to no notice and certainly no voice. 

Overnight, customers became responsible for their own data entry and finding answers to questions somewhere on a pretty website they are directed to.  As the ‘relationship’ faded, organisations increasingly (and somewhat surreptitiously) identified customers that would not comply with the new streamlined, self-service channels as ‘the enemy’. 

Population Realities

Oh, I’m not talking about early adopters who are suspicious, neutral, even antagonistic of ‘relationships’ with product and service providers, but the largest population segment in Australia – those over 55 (who still hope in relationships that mean something with an organisation).  


https://www.statista.com/statistics/242569/age-distribution-in-australia/

 

Many are computer ‘hesitant’ at best, and resistant at worst.  They may struggle with small phone keyboards and seeing the wispy letters (Who started thinking elegant design was more important than functionality!)


Most of us would know someone in this age group who struggles or just doesn’t bother with trying to figure out how to work through a website or punch the right button choices when they call a number.  Instead, they grow reluctant, fail to call for help when they need to and become fearful of ruinous scams.  Now customers are wondering how Artificial Intelligence will do any better!


Customer relationships and loyalty have become
so fragile, they resemble that spider’s web you
accidently walk into as you’re rushing to get the bus! 
You just fight to get free of it!


Conclusion

Justin, when you reminded your readers that: 

"Leaders who are facing customer crises and trying to drive results don’t need cookie-cutter 'best practices'. They need practical insights from people who’ve lived it—the ones who’ve been in the fire and know what it actually takes to make CX work.

"This surface-level content isn't just a nuisance:

it's setting people up for failure."

I couldn’t agree more, Justin!  I’m regularly surprised at how, out-of-the-box, cookie-cutter, one-size-fits-all solutions are often preferred to the more common-sense approach I use with every new project.    

Gaining experience comes from hard time served working diligently to identify the actual 'problem' and overcome unidentified constraints.  We approach each new project with humble and unfettered sight, a vast 'database' of observations, embedded first principles and the ability to match discoveries with creative solutions to help an organisation reach it's goals.

At the end of the day Shakespeare said it well in Romeo and Juliet:  'A rose by any other name would smell as sweet.'  Call the mandate to serve your customers, clients and staff whatever you want to...just keep your customers needs, wants and desires firmly in the middle of every decision and action for success!

Consider

Apologies for getting a bit carried away, but this topic is so near to my heart!  If you’ve made it to the end of this article, I’m looking for a new customer contact centre where the leadership has the desire to exceed their expectations and increase the ‘loyalty stickiness’ of their customers.  I would be honoured to put my expertise to use for your vision!

PS:  Justin, thank you for your passion for something critical for all of us today – common sense truth!

If you would like to learn more about my approach,
 contact me on DarleneRichard@write4you.co (not com). 
Who knows what the future may bring!



Wednesday, October 23, 2024

Leadership in 2 Minutes & 58 Seconds


Leadership articles I’ve written previously lay a foundation about trust. This one features trust as well, but this article will be VERY different  

Sometimes you find a light-hearted illustration that holds a life changing idea. The two minute, 58 second video I've embedded for you below is just that - profound, thought provoking and unapologetically funny.

It documents the birth of a vision. It talks about the need to have courage to be a bit silly, yet courageous with your ideas. To be a leader you must be willing to stand alone and look foolish, against opinion and the politics of the day. If you can muster the courage of your convictions consistently, you will attract a 'first follower'.

Click the dancers:

Dancing crowd.jpg

The first follower will embrace your vision and
see the value of the dance enough
to 'dance' beside you not behind you.


As the leader, you continue dancing to your own vision of the music around you and let the first follower sense your dedication to the steps and make their own decision to follow...or not.  To do this you do not preach at them or teach them -- you set a clear and pure example that is easy to follow and understand.

No matter what the vision, it must be something that can be
simmered down into a statement of 25 words or less --
the KISS principle (keep it simple stupid) was likely
written with leadership (and Murphy's Law - if something
will go wrong it will) in mind.


Like the leader in the video, the steps being demonstrated are easy to follow, simple to take, some allow/ welcome personal, free style interpretation -- a bit repetitive and fun.  Even in business a  little fun is vital or you might create a police state where the 'stick' (of carrot and stick fame) is used to drive people, not together, but away from your vision.

Vision Metronome

The leader does not correct his first follower because if the first follower has embraced the vision, they may embellish the vision some, but the core of the vision lives within the leader setting the 'vision metronome' for all who will follow.

That first follower then is the one who attracts and encourages others to the vision and helps them 'feel the truth of the steps'.  This establishes the leader -- not as a nut -- but as the leader.  This is done openly where people can explore the vision and dance their specialist version of the dance harmonizing with the group.

They no longer dance with the leader personally, but harmonies with one another.  The vision 'pollinates throughout the group.  The 'dancers' spread the enthusiasm to others dancing around them.  As more people recognize the truth of the vision, they see how important it is to join in to help achieve the vision.


Ted Turner - CNN

Leadership is nothing without followers.  Remember the quote I shared in another article from Ted Turner (founder of CNN):

"If you want to know if you are a leader, look behind you."

This is how to know if you ARE a leader.  You can't just set out to be a leader.  You do not study for it or take a test or get a certificate or letters after your name that designates you are a leader, you either have people dancing with your vision or not.

Take CNN broadcasting.  It started in 1980 in a dingy warehouse - a most awful place on the 'wrong side of the tracks' in Atlanta Georgia.  Ted had a difficult time getting people to come work in that warehouse because it was dangerous.  However, in every one of his help- wanted ads, he clearly stated that it was not going to be a ritzy place to work.  

I remember this well because I applied (and was offered a role) there and Ted did the interviewing himself!  His vision was of a never imagined 24 hour a day, seven day a week news only television station.  And he never stopped dancing!

44 years later!

As of September 2024, CNN had a total viewership during primetime TV of 853,000 households and hotel rooms available in 200 countries.  Not bad for starting out as someone labelled a nut who was obviously dancing on the wrong side of the tracks!

Seven Basic Leadership Concepts

The secrets of this silly video -- and of Ted Turner's success and the success of any authentic, inspirational leader is to abide by these seven concepts:  

    1. Keep the vision danceable/ embraceable.
    2. Keep the vision consistent.
    3. Dance -- even if you look silly.
    4. Do not give up too early!
    5. Nurture your first follower.
    6. Teach others not by telling, but by your example.
    7. Allow others to use their innate skills to vary the dance.

Leadership ultimately IS about followers.  Being authentic to your vision sets the standards, rhythm and parameters for others to follow.  The easy part is doing your own dance.  The hard part is being patient and remembering that there is no leadership if no one is following you.  The price to be paid sometimes may be a little ridicule and for this you need courage -- and lots of energy to just keep dancing!

 

 

Darlene Richard is an international, subject-matter expert and philosopher on the issues affecting the quality and productivity of individuals who work within non-face-to-face customer supporting environments. If you have questions or comments regarding the article, email her at: DarleneRichard@write4you.co (not com).   

 

Monday, October 14, 2024

Coffee Anyone?

 About a year ago, a good friend moved to another country and couldn't take her very expensive and very complicated espresso machine with her.  

Since I have a house full of 'creative' people, it soon became clear some better instructions than what were included in the machined were needed, so I turned to creating a 'workflow'.  And it has made everyone's journey to a great cuppa easy.  


I do love a great cup of coffee and I do love Visio!  

Wednesday, October 9, 2024

Four Things to Know About World Mental Health Day

 





October 10th is World Mental Health Day - a time to focus your attention on the growing problem of mental illness and its major effects in people's lives-- and the growing stresses facing employees serving customers in non-face-to-face roles.  

Did you realize it's estimated that one in every four adults will experience mental health difficulties at one time or another.  

Snapshotz Online's research with 1,700 organisations worldwide, points to one critical factor that could improve mental health within every customer contact centre.  Over three-quarters (78%) of senior executives and contact centre leaders are not fully aware of the physical and emotional impact of dealing with customers regularly.

Increase in self-service channels has amplified pressures for customer service employees.  Many customer, who can't or don't want to manage self-service channels call for help.  By the time they reach one of your customer service representatives their frustration level (and anger) may have reached a tipping point.

This compounds stress for those measured on quickly meeting customer satisfaction targets.  Over time, these difficult exchanges can affect employee self-esteem, decrease  productivity, increase lateness, illness and absenteeism.  Employees who do show up to work every day carry a heavier load of responsibilities and thus even more stress.  In the end, stress is a major factor in many mental health situations.



In the best centres we've audited, the way to break the cycle is involvement of senior staff. 

1.          They must be aware of the challenges.  In The Customer Response Management Handbook , the author recommends senior staff set aside a few hours regularly (if possible once a week) to listen in (ideally double jacking) to customer calls with some of the employees.  We have seen that this one change alone can make a huge difference with decision making throughout the organisation.
2.          There must be adequate budget set aside for a good wellness program.  One highly regarded group is Wellness First, in Australia/ NZ.  They have a great track record setting up practical and cost effective programs.  They specialise in customer service centres and cover basics such as resilience, eating well, drinking enough water, exercising, having a healthy social network, as a start. 
3.          Ensure team leaders and managers are taught to recognise the signs of physical and mental stress with customer service employees.
4.          Finally, encourage staff to feel comfortable and safe to ask for help when things seem overwhelming.

Work Health and Safety (WH&S) goes beyond ergonomics and lunch breaks.  Healthy employees are the greatest resource a business has.  The benefits of good physical and mental health include:

·         High levels of staff engagement (being on time and ready to work)
·         Increased energy and enthusiasm to resolve customer queries
·         Customers sense the positive attitude and customer satisfaction soars
·         Service levels increase
·         Products and services are delivered more accurately and timely
·         Better harmony with other internal departments
·         More frequently meeting performance, revenue and cost-cutting targets

Reach out to us if you would like to know more about this topic or if you would like to become part of the Snapshotz Online assessment, Snapshotz Remotability and Professional Certification Programs.  We are here to help you improve your work-life balance and the results from your customer service efforts.