The document outlines a training seminar for media callers at Craft-Bilt Manufacturing, focusing on improving caller performance through understanding the environment, attitude, script, and objection handling. Key points include the importance of a distraction-free workspace, the need for callers to project confidence and competence, and the use of a structured script to guide conversations. The training emphasizes maintaining control of the call and effectively handling objections to secure appointments with prospects.
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Call Center Training
The document outlines a training seminar for media callers at Craft-Bilt Manufacturing, focusing on improving caller performance through understanding the environment, attitude, script, and objection handling. Key points include the importance of a distraction-free workspace, the need for callers to project confidence and competence, and the use of a structured script to guide conversations. The training emphasizes maintaining control of the call and effectively handling objections to secure appointments with prospects.
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Media Caller Training
Direct Results Marketing, Inc.
One Day Seminar for Craft-Bilt Manufacturing”
“The battle is always decided before it
ever begins.”
Sun Tzu, The Art of War
Briefly
‘We want to look at the various aspects of media calling, those factors affecting the set
rates and performance of callers, and how they can be monitored and improved by CBM
field representatives. We also want to discuss the philosophy behind the script and
approach to the appointment,
This is an open discussion...
Please don’t hesitate to ask questions or share comments
‘The four areas we want to cover today are:
Environment
Attitude
Seript
Yeah, but....(Objection Handling)
ENVIRONMENT
As the Chinese Master Sun Tzu says: The outcome of a battle is determined before it
__ ever takes place. The ground chosen, the morale of the forces, the skill of the opponents,
and the motivation affecting the forces determine the outcome...the fighting itself is
almost secondary,
In that same way, many of the roadblocks to top performance by media callers have
nothing to do with the callers themselves. ‘They are often placed in unsuitable situations
without proper support, training, and supervision and have no clear understanding of
what is expected of them.
When you're evaluating the environment a caller is working in what things should you be
looking for?Physical Environment:
Is the work area a private area free from distraction?
Media callers spend an amazing amount of their time unproductively, in other words
not talking to someone about an appointment. Dialing, looking up numbers, waiting for
an answer. The long waits between opportunities and the repetition of the job can lead to
mental boredom quickly and welcomes almost anything to break up the monotony.
People to talk with, people to watch, any excuse to get up and do something else will
quickly take them away from what they're doing.
‘They should be working in a quiet private office if alone, or a supervised calling room if
more than one person is calling.
‘The office should have a closed door and be off limits to anyone but marketing
personnel.
Interruptions during calling hours should be kept to an absolute minimum,
Is the caller expected to handle other duties while calling?
Given the choice of two things to do, most media callers will choose the other task (not
calling). Callers cannot be expected to answer other phones, watch the showroom, or
handle various other tasks while they're calling. Productive calling requires the full
concentration of the person. It tends to take a while for a caller to get themselves
focused on what they're doing and interruptions break their concentration. Each time
they occur, the caller has to go back through the “settling in” process.
Don’t dilute calling hours with other tasks.
Structure calling shifts with breaks at specific times, not haphazardly atthe caller’s
discretion.
Are all necessary materials at hand?
Appointment sheets, appointment schedules, maps, scripts, and calling sheets should all
be readily at hand at the workstation at the start of the shift. When appointments are
‘made, information should be filled out directly onto the appointment sheet itself, not
written on scrap paper and then transferred later. When the appointment is completed,
move on immediately to another call. Quite often between double writing, updating the
schedule, filing the appointment sheet and getting another one the caller not only burns
off another 5-10 minutes after writing an appointment, but by the time they’re finished
with these tasks, they're back to the “settling in” process,Is their work being supervised?
Even if there isn’t a supervisor in the room with them constantly, how are they being.
monitored? Knowing that someone is keeping track of what they're doing is helpful to
maintaining focus on calling. Left unsupervised, their minds will wander. Listening in
on their presentation is the only way to determine if the script and philosophy is being
followed. It also is necessary for proper training
They can’t be left totally alone. (This is a tough one)
If there is a supervisor, are they creating a productive environment?
Supervisors sometimes fall into bad habits, too, They may contribute to the time wasting
and distractions of callers. Their job is to increase caller effectiveness by supporting the
callers and helping them maintain focus and concentration on the task at hand.
Supervisors should be in the room at all times.
‘They should see that materials are ready to go at the beginning of a shift.
‘Supervisors should determine what each person will be calling and have those materials
ready to go at the start of shift.
Supervisors should be updating the boards, filing appointment sheets, etc....not the
callers.
They should have a list of appointment priorities at the beginning of each shift and make
this known to the callers.
‘They should insist on punctuality and prompt start-ups to calling shifts.
‘Supervisors should be actively training throughout the shift, not letting things go and
then discussing them in a training “session”.
‘Supervisors should make certain that callers clearly understand what is expected of them
and what constitutes a successful job performance.Attitude,
Understanding the attitude of the prospect is where we spend the largest amount of time
in raining sessions. It’s important that the callers understand what the prospects
concerns are and how fo handle them. This is the key to increasing performance to the
30% or greater conversion rates we desire. They need to understand why they need to
Tead prospects on to the next step of the process, not get their permission to go on to the
next step.
“Car dealers and test drives”
Attitude: Prospect
The attitude of the prospect who has called is one of fear and interest. They want the
information about our product but are fearful of the process. They don’t know for sure
‘what will happen, but they’re working on a worst case scenario nightmare in their minds.
Our job is to put these fears to rest and move them quietly on to the next step in the
process
In the whole purchasing process, this may be the toughest decision: the one to begin. It
is important to understand why they’re naturally reticent about taking the next step and
why the callers can expect some resistance,
Prospects are unusually interested in the product.
‘They are fearful of being “pressured” into a big “sales pitch”. They don’t want to build
up a sense of obligation by getting involved further in the process because they know it
may well lead to them buying a room.
‘They are apprehensive and will naturally resist the moving into the unknown, You can
expect it. If we ask them if they want to do this or not, most times we know the answer.
‘Their resistance will manifest most often as time delays, Therefore it’s important to
focus on what they do...not what they say.
What they say What they did
“We're just looking...” ‘They called. Many times after viewing the
program multiple times
“Not doing anything @ this time...” They called.
“Just wanted the brochure...” They called and gave us their phone number
“Doing it next spring/year/month.....”. They called
4We know that the decision to call for information is an emotional as opposed to logical
one, Of the hundreds or thousands of people who saw the program, we would believe the
‘things they said if they hadn’t called. Something they saw has brought their interest and
emotional involvement to a peak and regardless of their plans we want to talk to them
now!
They also believe that the time to have someone out is when they’re ready to build the
room, They don’t understand the timeline involved. (This is important later)
Attitude: Caller
Callers tend to make two big mistakes... Internalization (how would I feel about it) and
they view the calling in the same light as telemarketing. Both of these must be
climinated.
‘They have never called a program like this for information about a home improvement
product so they can’t relate it to their own experience.
They aren’t telemarketing, They’re returning a call for information from a prospective
customer. It doesn’t remotely resemble telemarketing
If these two hurdles aren’t eliminated, the callers will be unable to project the qualities
they need to put the prospects fears at ease: Confidence, competence, and control.
Confidence
The callers must develop a positive expectation for the call. If they don’t, it comes
across in their voice and manners and the prospects pick up on it. If they begin to sound
tentative or uncertain when the customers raise their objections, the battle’s over. By the
caller projecting confidence about the process, the customer gets more comfortable with
the idea.
‘The caller needs to project an air of, “It’s no big thing.....everybody does this...just the
next step in the process”. They need to meet resistance not with pressure or tension but
with agreement and understanding,
Competence
The prospect’s already begun to make decisions about this project. They see our product
as desirable, This is the first human contact they have with our company. They will
begin to make decisions about whether or not they're going to do business with us by the
people they meet along the way. This may be their first venture into something like this
but they don’t want it to seem like our first time. If we come across professionally and
know what we're doing it makes more sense to take our advice. If the person they're
5talking to at this stage sounds lost and bewildered it will be extremely difficult to
progress forward.
Control
The caller must understand that they control the call, not the prospect. The script is
designed to help them do this and they need to understand how to get back in control
when the customer begins to take it away. The caller is not requesting permission to
‘make an appointment, but determining the proper time to schedule it for the convenience
of all parties. When the caller remains in control, the contact most often ends in an
appointment. When the caller loses control, the conversation usually ends with, “OK,
well we'll check back with you later on and see if you're ready then.”Script
The script should be present regardless of the familiarity of the caller with the
presentation. If it’s not in front of them it’s not being followed....guaranteed. The
purpose of the script is to eliminate errors, make sure all the bases are covered, give the
caller control of the conversation, and by repetition increasing the caller’s effectiveness
at delivering the message.
The script breaks down into the following areas:
The Open
Greeting, credentials, and the beginning of the process of getting the prospect back to the
point they were at when they made the initial phone call to us.
This is the point where we separate our call from telemarketers, Go slow. Make certain
they understand why we're calling and that we're returning their call. Make certain that
they verify information given to us. We are getting their attention and setting the stage
for how we want them to respond.
‘Why a deck or patio? Pictures in their heads. Get them thinking about what we want to
talk about.
Reason for call
We are verifying that they received information, not asking if they did. ‘These should be
statements not questions! Questions lose control. When the lack of pricelist is
mentioned, the customers often agree. That's fine, it sets up the next step.
Explanation of pricing and presentation
Its very important to go slow here and let the customer visualize the process. Time
spent here also allows them to get more comfortable with the whole idea. It assures that
‘enough time will be available for the representative and he won’t meet with resistance to
the demonstration. ‘This is the area where callers most frequently shift gears and start
accelerating to get to the close..... NO NO NO. This is where you take your time and let
the customer get comfortable....hurry through here and you won’t get to offer the
appointment.
Scheduling the appointment
Always offer two specific dates and times. This focuses the customer on scheduling
rather than the question of whether or not they want to go ahead with the process. Be
certain that stress is placed on the need for a time when both husband and wife are
available. If one’s exact schedule is unknown, it is better to make a tentativeappointment based on the one known schedule then call back to verify with the other
party than to leave it either in the hands of the customer to call back or for us to call back
after they can consult about the best time, Once an agreement is reached on the time of
the appointment... move on!
Directions and tie downs
For a proper appointment, we have just passed the midpoint of the conversation. As
‘much time should be spent after the appointment has been agreed to as before. The
pressure’s off now, time spent with the customer puts them more at ease with the idea
Directions build up a sense of commitment. They should be taken completely and read
back to be certain they’re correct.
Stress again the need to have both parties there: “So that’s a good time for both of you,
right?” If not, schedule a time that is!
Ask them to write the date and time down on their calendar. They'll do it. Ask them to
be sure to inform their spouse. These things are critical to setting a strong appointment
and often overlooked.
Some dealers want alternative phone numbers. If so, it should be done without alerting
them to a confirmation the night before, “If we should need to get in touch with you for
any reason between now and then is there another number we should have?”
‘Do NOT tell them we'll be calling to confirm or sending out a letter. This undoes all the
‘good you've done getting them to value the appointment. If they know you're going to
call the night before, they don’t need to remember it, It lets them off the hook and they
often won't bother mentioning it to the spouse until the night before, Doing this leads to
cancellations of appointments.Yeah, bute.
(Handling Objections)
Most all objections come down to time delays and trying to answer them is ineffective.
Overcoming them is impossible because they’re likely untrue to begin with. Remember
we have to look at what they’ve done, not what they say.
Attempting to overcome or answer the objection comes across to the customer as
resistance or pressure, exactly the thing we don't want. Meet an objection with
agreement and acceptance...." understand, Mr. Jones. [realize you're not doing
anything right now, and that’s perfectly OK. You're not under any obligation. You don’t
have to buy anything, This is just to get you the information you need if you ever DO
decide you want to do something....and the reason 1 was calling was a good time for us
would be either this Tuesday at 6:00 or Friday at 10AM and I wondered which time
‘would work out best for you and your wife?”
In short, whatever the customer’s plans, they don’t really affect the reason we're calling.
‘We merely want to set up a time for them to get the information, what and when they do
with it doesn’t really matter.
‘The customer believes they should do this when they're ready to build the room, we want
to separate (for the purpose of getting the appointment) that the process of getting the
information and making a decision about what they're going to do is connected.
‘However you respond to their objection you always need to conclude by offering two
specific appointment times. This is how you regain control of the conversation and bring
the focus back on the appointment, It may require doing this several times.
Don’t attempt to answer an objection by providing information about the product. That's
the representative’s job. Any question about the room should be used as a reason to et up
the appointment.
Do not try to answer persistent price questions with ranges or some other sly answer you
learned from salesman...you’ll only shoot yourself in the foot. We have no idea about
pricing, that’s why we provide the service. Remember: If you answer one question, then
don’t answer about the price...they don’t believe you don’t know, they think you're
withholding the information.
Finally.....In the words of Jim Valvano, “Never give up.” The majority of calls which
don’t result in an appointment end with the caller giving up..”"OK, well is it OK to call
you back....” Don’t give in. Ifyou feel like you've exhausted everything you can
say...change the subject, ask them some other question...chat awhile with them and listen
closely....chances are they'll say something which will open the door back up to getting
the appointment.