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Fielding Inbound Calls
Episode 1828th February 2022 • Close The Loop • CallSource
00:00:00 00:42:08

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Kevin Dieny:

Hello, welcome to the Close The Loop podcast.

Kevin Dieny:

Today, we're going to be talking about fielding inbound calls.

Kevin Dieny:

And to dive deep into this exciting subject is Matt Widmyer.

Kevin Dieny:

He's a colleague of ours.

Kevin Dieny:

He has been working with me here for a while, and, but he's proceeded

Kevin Dieny:

me at the CallSource for, you know, quite a few quite a while.

Kevin Dieny:

How long have you been here Matt?

Matt Widmyer:

Going on 10 years here.

Matt Widmyer:

Yeah this is...

Matt Widmyer:

a long time.

Kevin Dieny:

Yeah.

Kevin Dieny:

And one of the great things he does in our team is he manages

Kevin Dieny:

a bunch of call handlers.

Kevin Dieny:

He manages a team.

Kevin Dieny:

We, uh, their roles are, you know, encompassing the SDR.

Kevin Dieny:

They take inbound and they work outbound.

Kevin Dieny:

And so I thought he'd be a really great person we could talk to about managing

Kevin Dieny:

the inbound side, managing how, you know, call handlers are taking calls.

Kevin Dieny:

Not only that we, you know, drink from our own, well, here we use all

Kevin Dieny:

of our products to achieve this.

Kevin Dieny:

And so we'll be talking about all the things Matt's doing, everything

Kevin Dieny:

you can do in your business to better field inbound calls.

Kevin Dieny:

So, Matt, this is just off the cuff here.

Kevin Dieny:

Why do you think we're talking about this?

Matt Widmyer:

Because we are trying...

Matt Widmyer:

there is...

Matt Widmyer:

this is a podcast about attribution, right?

Matt Widmyer:

So money is being spent to drum up leads and they're going into this process of

Matt Widmyer:

fielding, and talking to these leads.

Matt Widmyer:

So yeah, if money's gonna be spent, we want to make sure

Matt Widmyer:

it's going into a good system.

Matt Widmyer:

So yeah, this is absolutely, um, important that we, that we dive

Matt Widmyer:

into the subject because not, you know, it doesn't happen a lot.

Kevin Dieny:

Correct.

Kevin Dieny:

Yeah.

Kevin Dieny:

I also see it as if a business is growing and you take phone calls today.

Kevin Dieny:

If you're planning on growing, that should mean that more calls

Kevin Dieny:

should be coming in, hopefully.

Kevin Dieny:

That, that hopefully does equal, that more people are looking

Kevin Dieny:

for you and your business.

Kevin Dieny:

As you expand, as you grow, as you add to your offerings and to your

Kevin Dieny:

products, your services, as you add more locations, as you add, you know, greater

Kevin Dieny:

accessibility to consumers, patients, and whoever it is that you're going after.

Kevin Dieny:

And phone calls are really unique.

Kevin Dieny:

I think that's something we also quickly want to highlight in the beginning here.

Kevin Dieny:

Is how unique a phone call is, and that is unique amongst all the conversion types.

Kevin Dieny:

All the ways you interact with the consumer.

Kevin Dieny:

And there's a lot, right?

Kevin Dieny:

There's emails, there's social media, there's chats, there's in person.

Kevin Dieny:

You can interact with someone in a zoom virtual meeting.

Kevin Dieny:

You can have someone on the phone and you can have some buddy who you're

Kevin Dieny:

texting with someone who completes like a form or a letter, direct mail, like

Kevin Dieny:

hear you on the radio, the television.

Kevin Dieny:

There's so many ways.

Kevin Dieny:

I'd say a consumer of yours could potentially interact with your business.

Kevin Dieny:

In a phone call, it has a lot of unique components to it.

Kevin Dieny:

So Matt, did you want to touch on any of those?

Kevin Dieny:

What makes a phone call so unique compared to other things?

Matt Widmyer:

Yeah, so we live in the age of research, right?

Matt Widmyer:

So every decision we make is not calling up and not knowing anything.

Matt Widmyer:

I feel like most people, they do their investigative research before even

Matt Widmyer:

picking up the phone and deciding to call.

Matt Widmyer:

By the time they've got to that point they're far better and they want,

Matt Widmyer:

they want help right then and there.

Matt Widmyer:

They, they don't want to get put on some callback list or something like that.

Matt Widmyer:

Otherwise it would just fill out a form on the website or, you know, a

Matt Widmyer:

contact me form if they're picking up their phone and making it a point to go

Matt Widmyer:

through whatever menus and everything you have set up to talk to somebody that

Matt Widmyer:

they're wanting to get something done.

Kevin Dieny:

I think a lot of businesses that don't have phone calls, there's

Kevin Dieny:

a good reason for not having it.

Kevin Dieny:

I mean, it's costly to have people who are going to take the calls.

Kevin Dieny:

You also have to make them available for either your business hours or 24

Kevin Dieny:

7 from whatever you're going to do.

Kevin Dieny:

So you may have to find a call center.

Kevin Dieny:

You may have to, you know, hire someone to be able to take those phone calls.

Kevin Dieny:

And then there's the performance of that person, the training,

Kevin Dieny:

making sure they know all the products and services you have.

Kevin Dieny:

You don't want that to be the gap you're spending all this money

Kevin Dieny:

on, marketing, like Matt said, and then no one's, no one's setting

Kevin Dieny:

appointments, no one's buying your stuff.

Kevin Dieny:

So there are companies who are like, ah, it's easier for me just to not

Kevin Dieny:

have a phone call, just to not have a phone number and consumers go,

Kevin Dieny:

well, how do I contact this business?

Kevin Dieny:

What do I have to do?

Kevin Dieny:

I have to submit my request in writing.

Kevin Dieny:

Do I, what do I have to do?

Kevin Dieny:

And it's just so costly, but it's also such an intimate

Kevin Dieny:

place to talk to a consumer.

Kevin Dieny:

In my opinion, it's possibly the best conversion type that exists.

Kevin Dieny:

Because you have them in real time, you can ask them questions,

Kevin Dieny:

you can find out from them exactly in their words, what is going on.

Kevin Dieny:

They're not, there's not form fields for them to populate and fill out.

Kevin Dieny:

It's, you know, obviously they're not going to be able to select

Kevin Dieny:

from a dropdown of options.

Kevin Dieny:

They're going to just tell you straight what their problems they are having,

Kevin Dieny:

what thing they're looking for, why they bother to make that call.

Kevin Dieny:

A lot of people are anxious about calling a business, calling someone,

Kevin Dieny:

and they're like, oh, I don't want to have to talk to someone.

Kevin Dieny:

What if they try to sell to me, there's all this anxiety around a call too.

Kevin Dieny:

So it's a loaded thing.

Kevin Dieny:

So on the business end, Matt, why do you think businesses today are failing

Kevin Dieny:

at handling and fielding inbound calls?

Matt Widmyer:

Yeah, I think, they don't have the infrastructure

Matt Widmyer:

for the calls to go into.

Matt Widmyer:

They have not, um, went through a formal process and uh developed

Matt Widmyer:

to any kind of a, protocol for how these calls should be handled.

Matt Widmyer:

Right.

Matt Widmyer:

We don't know who a great customer is to work with versus a really bad customer.

Matt Widmyer:

Some of these businesses might be turning people away for one reason or another.

Matt Widmyer:

Maybe they don't provide a service.

Matt Widmyer:

Maybe they're missing the mark.

Matt Widmyer:

I think the due diligence beforehand, when you decide, Hey, I'm going

Matt Widmyer:

to spend money on marketing.

Matt Widmyer:

The due diligence needs to be done on the front end, before that happens.

Matt Widmyer:

A lot of people make the mistake of spending a ton of marketing

Matt Widmyer:

before they have a nice operational system for these leads to fall into.

Matt Widmyer:

So what happens is they end up with a lot of angry customers right out of the gate.

Matt Widmyer:

They end up with some quick learnings and hopefully they're able to

Matt Widmyer:

apply those before its too late.

Matt Widmyer:

But yeah, I think just the main reason why a lot of businesses struggle is

Matt Widmyer:

because the focus is too much on like, Hey, how can we make the most money in

Matt Widmyer:

the shortest amount of time possible?

Matt Widmyer:

And you will, you'll get, you know, you'll get customers even

Matt Widmyer:

go through a poor experience that will still end up being customers.

Matt Widmyer:

You're not gonna, you know, you're not gonna miss all of them, but I feel like

Matt Widmyer:

these are the things that need to be kind of like, you know, give everybody a

Matt Widmyer:

similar yet, somewhat unique experience based on whatever situation they have.

Kevin Dieny:

Yeah, inbound is unique in itself.

Kevin Dieny:

It's a different than outbound, which is it's, you know, there's two things.

Kevin Dieny:

There's people are either coming to you or you're going after them.

Kevin Dieny:

So what, what really comes down to the difference there between

Kevin Dieny:

an inbound fielding of calls and an outbound calling strategy?

Matt Widmyer:

Yeah.

Matt Widmyer:

So the outbound is you're telling them basically whatever you want

Matt Widmyer:

them to hear and inbound is there's a lot more variables involved, right?

Matt Widmyer:

So we have to kind of a little bit wild and unexpected at times, and you have

Matt Widmyer:

to kind of wrangle it in and distill down, see if whatever pain point, the

Matt Widmyer:

potential customer calling in, if that's something you're able to help with.

Matt Widmyer:

And then, you need to be able to get, be able to get, verify their information.

Matt Widmyer:

On an outbound perspective, you're presenting solutions versus trying

Matt Widmyer:

to figure out what solution.

Matt Widmyer:

So you're coming with, your anticipating that they might

Matt Widmyer:

have some sort of an issue.

Matt Widmyer:

And you're presenting a couple proactively presenting a couple

Matt Widmyer:

solutions, to their potential problem.

Matt Widmyer:

The idea of an outbound is you're kind of loosening up the status quo and from

Matt Widmyer:

an inbound perspective there, something is going on that they need help with.

Matt Widmyer:

So a little bit too, from an inbound perspective, there's

Matt Widmyer:

a lot more variables, I think.

Kevin Dieny:

Yeah.

Kevin Dieny:

And you can only control so much around the kind of quality of

Kevin Dieny:

calls they're going to get inbound.

Kevin Dieny:

They could come from a lot of places.

Kevin Dieny:

So if we were to take what a business can do to set up their inbound team.

Kevin Dieny:

To set up everyone who is taking calls in the best possible way.

Kevin Dieny:

So everything that you're going to do before they start taking calls,

Kevin Dieny:

like the pre-call stuff you could do, what kinds of things help a team be

Kevin Dieny:

prepared for taking inbound calls?

Matt Widmyer:

Yeah, sure.

Matt Widmyer:

So there's a few different things you can do.

Matt Widmyer:

Some of the things that we have in place are, we practice, we role-play

Matt Widmyer:

with potential customers and kind of do a mock inbound phone calls.

Matt Widmyer:

This piece is a little bit more important.

Matt Widmyer:

It's a little more of a, like a handle with care type thing

Matt Widmyer:

versus an outbound approach.

Matt Widmyer:

Right.

Matt Widmyer:

So you'll, you'll want practice.

Matt Widmyer:

You'll definitely want role-playing in there.

Matt Widmyer:

But I think a nice little, you know, always running in the background

Matt Widmyer:

way to control the quality is, but to have some sort of a scorecard.

Matt Widmyer:

And you know, this is my plug for what we do here as a company, but, there are

Matt Widmyer:

best practices on what should be should and should not be said, over the phone.

Matt Widmyer:

A quick and easy way of QA'ing calls, is having call handlers measured, in

Matt Widmyer:

terms of what they're saying versus what should be said in the best case scenario.

Matt Widmyer:

And then that way we can identify skill gaps and work with our

Matt Widmyer:

teams on how to get better.

Kevin Dieny:

That's a really good point.

Kevin Dieny:

The idea of the scorecard, right.

Kevin Dieny:

Is what kinds of things do you break down the call?

Kevin Dieny:

What kinds of things do we want said either in the beginning,

Kevin Dieny:

what kinds of things do we want said in the middle and the end?

Kevin Dieny:

And obviously an inbound call can go in a lot of directions.

Kevin Dieny:

There's a lot of things, where that call could go.

Kevin Dieny:

It could be towards sales, support.

Kevin Dieny:

It could be a wrong call.

Kevin Dieny:

Wrong dialer could be someone trying to sell.

Kevin Dieny:

It could be someone trying to reach a family member or trying to get hired.

Kevin Dieny:

There's so many possibilities for calls.

Kevin Dieny:

Once that phone rings, it's like picking it up and roulette'ing, okay.

Kevin Dieny:

What kind of a caller am I going to get right now?

Kevin Dieny:

And there's so much going there.

Kevin Dieny:

Are, are you when you, when we talk about scorecards, are we talking about scripts?.

Matt Widmyer:

Not necessarily scripts.

Matt Widmyer:

I think the only thing you could really script on the inbound or

Matt Widmyer:

outbound conversation is really the first thing you're gonna say

Matt Widmyer:

to them, the positioning statement.

Matt Widmyer:

Right?

Matt Widmyer:

So, um, you can absolutely open with something as you should.

Matt Widmyer:

So that way, again, all guests get a similar experience.

Matt Widmyer:

So, hi, thanks for calling X, Y, and Z.

Matt Widmyer:

This is Matt.

Matt Widmyer:

How can I help you today?

Matt Widmyer:

Or some other businesses?

Matt Widmyer:

How can, how can I brighten your smile today?

Matt Widmyer:

Or how can I make you feel better or whatever it is, um, it's that, you

Matt Widmyer:

know, around that company's brand.

Matt Widmyer:

So they have specifics, in terms of what to say and what not to say.

Kevin Dieny:

There's some, the way I like to look at it is, especially in it.

Kevin Dieny:

And it's all, it's all the way through marketing too.

Kevin Dieny:

Every time you've got a customer, every time you get their attention,

Kevin Dieny:

you get a few seconds of their time.

Kevin Dieny:

That whatever you're delivering to them, that value has to be able to sell

Kevin Dieny:

them for the next, five 10 seconds.

Kevin Dieny:

And so you're constantly making sure that you're listening,

Kevin Dieny:

attentive, providing value.

Kevin Dieny:

You're asking the right questions, asking questions, you're

Kevin Dieny:

trying to solve their problem.

Kevin Dieny:

You're trying to figure out what the problem is.

Kevin Dieny:

You're like, it could be a lot of things, but essentially every five,

Kevin Dieny:

15, whatever seconds it is of every interaction with the consumer.

Kevin Dieny:

With the caller at the other end, has to sell the next block of time.

Kevin Dieny:

And you mentioned the prop the proposition that the value statements,

Kevin Dieny:

sometimes we call it the greeting.

Kevin Dieny:

And you did say parts of the greeting that could make it more effective.

Kevin Dieny:

So what were those things again, that a business may be thinking,

Kevin Dieny:

well, how should my team be greeting callers when they call inbound?

Matt Widmyer:

Yeah, I think it should be a combination of introducing your, yourself

Matt Widmyer:

and the company who they're speaking with.

Matt Widmyer:

Making sure that they have the right company is a good first step.

Matt Widmyer:

And then, diagnosing it or at least beginning to diagnose whatever it

Matt Widmyer:

is that they're calling you about.

Matt Widmyer:

Right.

Matt Widmyer:

Which is how can I help you today is, is a perfect way to just,

Matt Widmyer:

you know, inquire about that.

Kevin Dieny:

So there are certain things you can also do pre-call to make sure

Kevin Dieny:

that calls are being sorted and managed or distributed in the correct ways.

Kevin Dieny:

And those things are like IVR there's on hold.

Kevin Dieny:

Can you explain what IVR technology does and is, and what its purpose is for.

Matt Widmyer:

Yeah, I might botch this, but I think IVR

Matt Widmyer:

is, interactive voice, routing?

Matt Widmyer:

Maybe I got that right.

Matt Widmyer:

Interactive Voice...

Matt Widmyer:

Response.

Matt Widmyer:

Ah, almost there.

Matt Widmyer:

Interactive voice response.

Matt Widmyer:

All this stuff, by the way, before we were talking about what to say on

Matt Widmyer:

the phone, all that stuff, all the technologies should be working and in

Matt Widmyer:

place, and it should be tested before.

Matt Widmyer:

Before you spend any money on any kind of campaigns.

Matt Widmyer:

Right?

Matt Widmyer:

So all that needs to be tested.

Matt Widmyer:

So this is really the first step.

Matt Widmyer:

Yeah, the routing and the reason for these menus is it limits the

Matt Widmyer:

amounts and the types of calls that specific departments get.

Matt Widmyer:

Right?

Matt Widmyer:

If you're calling a dentist office, maybe they have, an extension for either.

Matt Widmyer:

If you're an existing customer, press one.

Matt Widmyer:

If you're a new customer, press two, completely different questions that are

Matt Widmyer:

gonna be asked, on those two phone calls.

Matt Widmyer:

I mean, you're going to get some of the same.

Matt Widmyer:

You are verifying, the name, the information, all that stuff, but

Matt Widmyer:

some of it's going to be different.

Matt Widmyer:

I went through this, experience firsthand here when I started

Matt Widmyer:

managing the inbound lead team.

Matt Widmyer:

Everything was routing to one person and then that one person was

Matt Widmyer:

manually routing it out to, some sales teams, some was to the support

Matt Widmyer:

team and it just seemed like a lot.

Matt Widmyer:

It seemed like a little bit of a bottleneck because if that one person,

Matt Widmyer:

you know, a lot of businesses might have more than one person doing it.

Matt Widmyer:

But if that one person was to get up and go to the restroom or something

Matt Widmyer:

like that, we're missing that call.

Matt Widmyer:

Right.

Matt Widmyer:

It preserves bandwidth and doesn't disrupt the day from,

Matt Widmyer:

from the, businesses end either.

Matt Widmyer:

Doesn't, we don't want to keep getting interrupted from calls that we'll just

Matt Widmyer:

have to route forward, manually anyway.

Matt Widmyer:

We want to, make sure we optimize the calls that we're getting.

Matt Widmyer:

And in terms of like, if, if you have a sales team working on leads

Matt Widmyer:

and feeling inbound leads, those leads are an interruption inherently

Matt Widmyer:

to whatever it is they're doing.

Matt Widmyer:

If they're doing outbound or whatever.

Matt Widmyer:

We want to make sure that we're not, you know, just creating extra noise

Matt Widmyer:

at their desk, for no reason, right?

Kevin Dieny:

Yeah, exactly.

Kevin Dieny:

And depending on the size of their teams, there's another thing

Kevin Dieny:

that's really important and you've touched on it and that's coverage.

Kevin Dieny:

So can you explain coverage, why that's important for a business, and

Kevin Dieny:

making sure that they're fielding as many inbound calls as possible?

Matt Widmyer:

The short version is if you don't pick up your phone,

Matt Widmyer:

they're going to call the next business, look down the list.

Matt Widmyer:

Most people will just Google a company.

Matt Widmyer:

If you don't know any, anything better, or if you haven't been referred to a company.

Matt Widmyer:

And if you're trying to solve a problem, if you call business A

Matt Widmyer:

and they don't pick up their phone and says a lot about business, A.

Matt Widmyer:

Might not have all their ducks in a row.

Matt Widmyer:

That's really their first impression of you as a business.

Matt Widmyer:

Right?

Matt Widmyer:

The coverage, it should be one of those first things that's addressed.

Matt Widmyer:

You don't really know how many calls you're going to

Matt Widmyer:

get till you start marketing.

Matt Widmyer:

So it's kind of like the anticipation of it.

Matt Widmyer:

You have to always account for it.

Matt Widmyer:

So the coverage includes everything from operating hours, to what time

Matt Widmyer:

people are taking breaks and lunch breaks and all that stuff out.

Matt Widmyer:

You have to have overlap.

Matt Widmyer:

You should never have everybody away during business hours

Matt Widmyer:

and the exact same time.

Matt Widmyer:

It doesn't make sense for coverage.

Matt Widmyer:

And you're going to upset your customers too.

Kevin Dieny:

Yeah, there are some really great ways that you

Kevin Dieny:

can assess your inbound team.

Kevin Dieny:

And there are some really good metrics for that.

Kevin Dieny:

We've talked about the scorecard, like how are the calls being handled?

Kevin Dieny:

There are other things like how long, is a caller waiting on hold.

Kevin Dieny:

How long are they spending?

Kevin Dieny:

How many have gone through the IVR?

Kevin Dieny:

How many are going into my voicemails?

Kevin Dieny:

How many are straight up missed?

Kevin Dieny:

Meaning they just hang up.

Kevin Dieny:

They don't end up in a voicemail.

Kevin Dieny:

They don't end up talking to somebody.

Kevin Dieny:

You know, how, how many calls are we getting an easy way?

Kevin Dieny:

Maybe just how many calls are we getting where the duration

Kevin Dieny:

of the call is very short.

Kevin Dieny:

And so those are kind of indicators that there might be something up.

Kevin Dieny:

There might be something that could be improved.

Kevin Dieny:

And for instance, like, uh so Matt, if you're getting a ton of voicemails

Kevin Dieny:

and like, how would you go about assessing that for inbound calls?

Matt Widmyer:

Well the voicemail, yeah.

Matt Widmyer:

So it's a staffing issue.

Matt Widmyer:

A bunch of things are going to voicemail.

Matt Widmyer:

So those voicemails, as soon as they hit voicemails as your first priority,

Matt Widmyer:

before you do one more thing, one more thing, call those people back.

Matt Widmyer:

You listen to the voicemail, write down the information, call the person back.

Matt Widmyer:

Most people don't want to, you know, is in terms of being on hold.

Matt Widmyer:

By the time something's gone to voicemail, unfortunately has already

Matt Widmyer:

gone that far, uh they might already be on their way to the next business.

Matt Widmyer:

And that's even if they even leave a voicemail to start with.

Matt Widmyer:

So every once in a while, if we see a missed call, but they do not leave

Matt Widmyer:

a voicemail, we'll call those back and just make sure that they got

Matt Widmyer:

whatever help it was that they needed.

Matt Widmyer:

But it could also be the same people calling multiple

Matt Widmyer:

times about the same thing.

Matt Widmyer:

So if you have this, if you have an issue of people going to voicemails.

Matt Widmyer:

And sometimes it's the same person calling back a couple of different times,

Matt Widmyer:

which obviously isn't a great customer experience and that's something you're

Matt Widmyer:

going to want to try to avoid as well.

Kevin Dieny:

So maybe the last question before we get into even more

Kevin Dieny:

into what's going on, you know, when you're on the call with someone, is

Kevin Dieny:

the distribution aspect, like how it's routed, to who it's routed.

Kevin Dieny:

There's things like round robin.

Kevin Dieny:

There's things like, you know, it always goes to this person, but then after that

Kevin Dieny:

there's maybe a, you know, a daisy chain of things where it's going to go down a

Kevin Dieny:

line and call each person if they don't pick up or there's the free for all.

Kevin Dieny:

So what what are your comments or thoughts on those different methods of, you

Kevin Dieny:

know, distributing the calls to a team?

Matt Widmyer:

Yeah, so there's no perfect solution for this because

Matt Widmyer:

anytime you have one thing, I mean that what there's a def cause every business

Matt Widmyer:

might have a different definition of what's fair and what's not fair.

Matt Widmyer:

The difference between what's fair and what needs to

Matt Widmyer:

happen is also different too.

Matt Widmyer:

People don't want to be hearing the phone ring.

Matt Widmyer:

People don't want to be transferred.

Matt Widmyer:

People don't want to be on hold for a long time.

Matt Widmyer:

Most of the things I've read says most people aren't, you know, two to three

Matt Widmyer:

minutes is the breaking point where they basically decide that the business

Matt Widmyer:

doesn't know what they're doing.

Matt Widmyer:

And they're scrambling around looking for something to do after the two minute mark.

Matt Widmyer:

So we want to keep those as low as possible.

Matt Widmyer:

So one of the things.

Matt Widmyer:

That we've done too.

Matt Widmyer:

That has dramatically improved our coverage.

Matt Widmyer:

Uh, never been better in the history, probably this company.

Matt Widmyer:

Well, before I was here is we now have everyone on my team

Matt Widmyer:

that, manages inbound calls.

Matt Widmyer:

We have everybody's phone ringing simultaneously.

Matt Widmyer:

First person that gets it, gets it.

Matt Widmyer:

I know it might seem a little unfair because you can technically just

Matt Widmyer:

sit there and wait for calls all day, but you you're held accountable

Matt Widmyer:

for outbound activities too.

Matt Widmyer:

So you're never going to make everything you need to do off of inbound calls.

Matt Widmyer:

We've tried the round robin thing.

Matt Widmyer:

The disadvantage of the round robin thing is it will, it will go route

Matt Widmyer:

first, usually depending on what phone system you're using, but, um,

Matt Widmyer:

You can route first to the person who picks up the least amount of calls.

Matt Widmyer:

So it tags them first, which is a little counterintuitive too, right.

Matt Widmyer:

Because if they're not picking up, if they're picking up less

Matt Widmyer:

phone calls and everybody else, why are we going to them first?

Matt Widmyer:

Right.

Matt Widmyer:

We should be doing almost the opposite and going to the people

Matt Widmyer:

who are picking up the most.

Matt Widmyer:

Right.

Matt Widmyer:

So we know that the coverage is there.

Matt Widmyer:

So right now, yeah, whoever gets it gets in.

Matt Widmyer:

And if you're not quick enough, then, then work on that and to

Matt Widmyer:

work on your speed, I guess.

Matt Widmyer:

The round robin thing, another disadvantage of that method too, is,

Matt Widmyer:

If it doesn't get picked up by one person it'll ring two or three times,

Matt Widmyer:

and each ring is about five seconds.

Matt Widmyer:

Right.

Matt Widmyer:

So if it rings to one person, it usually rings two to three times.

Matt Widmyer:

So that's 10 to 15 seconds.

Matt Widmyer:

If that person is unavailable or they're on another line or

Matt Widmyer:

if they're already on a call.

Matt Widmyer:

It'll ring to the next person, so they could go through another

Matt Widmyer:

ring cycle of 10 to 15 seconds.

Matt Widmyer:

And if that person's available, then it goes to the next person, or maybe

Matt Widmyer:

it goes to voicemail at that point.

Matt Widmyer:

By that time they're, they're already frustrated.

Matt Widmyer:

There'll be beyond frustrated.

Matt Widmyer:

Right.

Matt Widmyer:

So right now I don't even hear the phone ring half the time.

Matt Widmyer:

Because it gets picked up so quickly.

Matt Widmyer:

I mean, that's, that's the best customer.

Matt Widmyer:

That's the best customer experience you can offer is, you know, you know,

Matt Widmyer:

being on it right away like that.

Kevin Dieny:

Yeah.

Kevin Dieny:

So there's a lot that can, that happens now during the call,

Kevin Dieny:

you've connected with this caller.

Kevin Dieny:

One of the first things I wanted to ask you at this point is the difference

Kevin Dieny:

between callers who are interested in like a sales aspect, becoming a new

Kevin Dieny:

patient, becoming a customer, wanting to inquire about getting quotes.

Kevin Dieny:

Possibly just inquiring about the products and services that are

Kevin Dieny:

offered, versus anything else.

Kevin Dieny:

Let's call the, uh, everything else may be support career HR family.

Kevin Dieny:

There's a huge bucket there.

Kevin Dieny:

So there's sales and then there's everything else.

Kevin Dieny:

So what what, what are the differences in the types of calls

Kevin Dieny:

in those two groups of calls?

Matt Widmyer:

Differences in terms of how it's being routed or differences

Matt Widmyer:

of like how they're handled?

Kevin Dieny:

In the, let's say the first, like 30 seconds of the

Kevin Dieny:

call, like, how are those calls going to be handled differently by

Kevin Dieny:

the team who's fielding inbound?

Matt Widmyer:

Got it.

Matt Widmyer:

Yeah.

Matt Widmyer:

So the, again, the initial is just assessing needs and diagnosing.

Matt Widmyer:

We'll want to collect, we don't want to get too far into information collecting,

Matt Widmyer:

then find out later in the call that, okay, this isn't something we, we don't

Matt Widmyer:

become close to doing something like they are offering the service or whatever.

Matt Widmyer:

If we're going to ask somebody for something, we just want to give a

Matt Widmyer:

little bit in return and let them, or at least let them know why we're asking.

Matt Widmyer:

Good example is can I have, uh, kind of the number, the best

Matt Widmyer:

number to call you back at in case this call gets disconnected.

Matt Widmyer:

Right?

Matt Widmyer:

So, um, that's always a good one to ask, but I think, just them answering your

Matt Widmyer:

question of how can we help you today?

Matt Widmyer:

Well, kind of, you know, take, if you take note of what it is you're asking for.

Matt Widmyer:

You know, whatever it is that you provide, if we're on the same page.

Matt Widmyer:

Cool.

Matt Widmyer:

I'll know that it kind of goes in this bucket.

Matt Widmyer:

If it's all I want to talk to my wife or who who ordered a

Matt Widmyer:

pizza or whatever, I mean, that's obviously in a different bucket.

Matt Widmyer:

And then, um, those you can put on hold and, and figure out what to do with it.

Matt Widmyer:

You know, it's not, as, I think those things are a little bit, lower

Matt Widmyer:

priority than customers calling in.

Matt Widmyer:

All depending on what the wife's talking about or what kind of pizza it is.

Kevin Dieny:

Yeah, yeah.

Kevin Dieny:

I mean, right now we're kind of getting to the point where we're

Kevin Dieny:

talking about businesses who have a handful of phone calls.

Kevin Dieny:

They're getting some phone calls.

Kevin Dieny:

I think it does make a difference.

Kevin Dieny:

If we're talking about businesses who are getting, you know, single

Kevin Dieny:

digit calls versus double digit, versus triple, quadruple, whatever,

Kevin Dieny:

the volume of calls you're getting.

Kevin Dieny:

Right.

Kevin Dieny:

How many can you afford to let go of?

Kevin Dieny:

How many can you afford to mismanage?

Kevin Dieny:

How many, if the, if you only getting like a couple of calls a day, if you

Kevin Dieny:

miss one, now that's a huge percentage of your overall calls that are being missed.

Kevin Dieny:

And the bigger the volume is, it seems easier to be like, ah, yeah, you know,

Kevin Dieny:

letting a few calls go here or there.

Kevin Dieny:

But it does add up over time.

Kevin Dieny:

There is a big difference that, even one missed call can make.

Kevin Dieny:

Especially if that meant that call represents a potential sale for a

Kevin Dieny:

business or, a client who's gonna be upset or something like that.

Kevin Dieny:

So now at this point during the call how do you coach and train call handlers?

Kevin Dieny:

At this point, I mean, after the beginning, the call goes in

Kevin Dieny:

radical different directions.

Kevin Dieny:

So how can you coach and train a team on like the calls in the middle

Kevin Dieny:

of the call or, you know, for the full length of it, how do you help

Kevin Dieny:

them to better handle these calls?

Kevin Dieny:

So the calls aren't lasting, I don't know, 20 minutes taking up all their time,

Kevin Dieny:

but at the same time, they're helping and delivering value to the caller?

Matt Widmyer:

Yeah.

Matt Widmyer:

So it's, again, I will go back to the scorecard because that's, it's not the

Matt Widmyer:

end all be all right, because there's other things like tonality, how you

Matt Widmyer:

pick up the phone, the enthusiasm you show and stuff like that.

Matt Widmyer:

Not all of these are gradable things are a little bit more subjective, not

Matt Widmyer:

objective, but the objective stuff.

Matt Widmyer:

Yeah.

Matt Widmyer:

We have a laundry list.

Matt Widmyer:

There's probably 30 things on our score card.

Matt Widmyer:

Things that should be asked or at least mentioned on the phone call.

Matt Widmyer:

You need to hold your call handlers, accountable for those 30 things.

Matt Widmyer:

Now, a little bit tough for somebody in the beginning, right.

Matt Widmyer:

They should be familiar with what they're being.

Matt Widmyer:

If you're going to want someone to play the game, you're gonna

Matt Widmyer:

have to teach them the rules.

Matt Widmyer:

Right.

Matt Widmyer:

Especially early on their tenure or even the seasoned people print out a copy of

Matt Widmyer:

the score card and know these things.

Matt Widmyer:

And then typically what you see is, once you do that, you have somebody

Matt Widmyer:

just reading down the list, making sure they check all the boxes then

Matt Widmyer:

comes the art of the conversation.

Matt Widmyer:

Right.

Matt Widmyer:

Having a two-way dialogue, not an interrogation interrogative

Matt Widmyer:

interview of the person.

Matt Widmyer:

That's not what we're trying to do either.

Matt Widmyer:

Ask a little bit, give a little bit, ask a little bit, give a little bit.

Matt Widmyer:

You'll be able to find out by doing this QA method of the scorecard

Matt Widmyer:

thing, you'll be able to, narrow it down to one or two things.

Matt Widmyer:

Because it's, it's really the difference between cookie cutter

Matt Widmyer:

general training that could apply to anybody and specifically what is

Matt Widmyer:

going on with that one individual.

Matt Widmyer:

Cool thing about that is too, if they're struggling with something and

Matt Widmyer:

if everybody's being measured the same way, one person is struggling with

Matt Widmyer:

something that somebody else on your team happens to be very good at, just

Matt Widmyer:

pair them up and have them listen to a couple of their phone calls and see how

Matt Widmyer:

they address those things or see the, the way they ask those kinds of questions.

Matt Widmyer:

Because it's not, again, we're not reading off a script for

Matt Widmyer:

every single of these questions.

Matt Widmyer:

We just want to be able to get answers to a lot of these things that we need

Matt Widmyer:

or get information where it is needed.

Matt Widmyer:

We don't want to do, overkill overkill, the amount of questions

Matt Widmyer:

we asked and the things we do.

Matt Widmyer:

I know I said, you know, it's between 20 and 30 questions or items of information

Matt Widmyer:

that we need on our end, but that doesn't mean we need to ask every single one.

Matt Widmyer:

Right.

Matt Widmyer:

A lot of it could be implied, with some of the conversation that's happening.

Matt Widmyer:

So if it's implied then we really need to ask it.

Matt Widmyer:

If you see their number, come up on caller ID, you can just verify it.

Matt Widmyer:

You don't have to ask from scratch what their number is.

Matt Widmyer:

Just little tricks like that, you know, in terms of, email address, all that stuff,

Matt Widmyer:

he kind of needed to get some of that.

Matt Widmyer:

If, you know, whatever, your, whatever type of business you have for whatever

Matt Widmyer:

the most important things are, if you're planning on remarketing, then yeah.

Matt Widmyer:

Even no matter what happens on the phone, you'll at least have that as a safety net.

Matt Widmyer:

If you get their email address or their phone number.

Kevin Dieny:

Yeah.

Kevin Dieny:

That's where the marketing and the, operational sales side can come into

Kevin Dieny:

play, where for marketing to be able to do its job, it may need to know the

Kevin Dieny:

address, may need to know the email.

Kevin Dieny:

May need to have, you know, things like that asked over the, make sure

Kevin Dieny:

we have the name, the correct spelling of the name, uh, is a important one.

Kevin Dieny:

Those things can take time.

Kevin Dieny:

Those things can feel like they're bogging down the call.

Kevin Dieny:

And if the caller's like, look, let's just move forward with this.

Kevin Dieny:

So setting the pace of it is also kind of something, a lot of what you've said

Kevin Dieny:

is going to come down to a lot of like, experiental learning as you do it.

Kevin Dieny:

I think, it's one of those things, the art of it is one of those things

Kevin Dieny:

where, you know, it's hard to have every objection, every possible statement

Kevin Dieny:

from every possible caller in a big list that they get, they're going

Kevin Dieny:

to be able to, you know, memorize.

Kevin Dieny:

And then every time that that comes up in a call, they're

Kevin Dieny:

going to just snap to the right.

Kevin Dieny:

Perfect answer every time, it's not right.

Kevin Dieny:

It's not correct to assume that that's how it works.

Kevin Dieny:

It's a lot more nuanced.

Kevin Dieny:

But if there is a standard for the basics, right?

Kevin Dieny:

That's why I think it gets away from a script too.

Kevin Dieny:

It's not exactly verbatim going to be like, I think the closer you get to

Kevin Dieny:

inbound, the more it's realize it's like man, a script would be impossible after

Kevin Dieny:

the first, 30 seconds of, going back and forth, finding out what they need.

Kevin Dieny:

It gets really complex.

Kevin Dieny:

So at the end of the day, your team's going to have all this information

Kevin Dieny:

from having talked to consumers in a one-to-one unique, interactive way.

Kevin Dieny:

So there's going to be a lot of feedback that comes from, from that team.

Kevin Dieny:

So how much feedback and what kind of feedback has been helpful for you to,

Kevin Dieny:

improve the process or improve how your team is fielding inbound calls?

Matt Widmyer:

Yeah, I guess it's how, I mean, the main feedback I get is

Matt Widmyer:

how receptive, cause we'll, we'll go through revisions of the questions

Matt Widmyer:

and things that we need to check off.

Matt Widmyer:

And how receptive, I guess people are to the certain questions and stuff like that.

Matt Widmyer:

If there's one question that, is like a big turnoff for somebody, or they just,

Matt Widmyer:

don't not really typically answering, even when you ask it, it's it could

Matt Widmyer:

be another way around or different.

Matt Widmyer:

So little tweaks and revisions here and there, but.

Matt Widmyer:

And also listening in to some of the calls myself and just

Matt Widmyer:

kind of seeing, okay, right.

Matt Widmyer:

Is this, is this overkill?

Matt Widmyer:

Are we overdoing it a little bit?

Matt Widmyer:

I think while this is being created out, you have to define your need to know.

Matt Widmyer:

And you're nice to knows.

Matt Widmyer:

And differentiate between the two.

Matt Widmyer:

Need to know every single customer, it doesn't matter who

Matt Widmyer:

they are, they're calling it.

Matt Widmyer:

We're getting this information for them.

Matt Widmyer:

The nice to knows is going to make it easier down the line.

Matt Widmyer:

Not necessarily required.

Matt Widmyer:

Differentiate between those two.

Matt Widmyer:

Manage to the need to knows other than the nice to knows.

Matt Widmyer:

And those are kind of like, Hey, high five, you got those five extra things.

Matt Widmyer:

This is going to be a slam dunk now.

Matt Widmyer:

Cool.

Matt Widmyer:

You have to pick and choose cause managing to like, you know, 30

Matt Widmyer:

different things is pretty difficult.

Kevin Dieny:

Yeah, there's two questions at this point, right.

Kevin Dieny:

That I think a business may still have.

Kevin Dieny:

And one of them is, well, I'm not getting enough inbound calls.

Kevin Dieny:

How do I get more?

Kevin Dieny:

And to that I would take a stab at that and say, well, a little bit

Kevin Dieny:

of that has to do with marketing.

Kevin Dieny:

Yeah, for sure.

Kevin Dieny:

Your marketing is out there.

Kevin Dieny:

Hopefully it's not necessarily just focused on creating demand.

Kevin Dieny:

It's focused on generating some leads, some calls, some callers,

Kevin Dieny:

some, you know, prospects and patients, whatever it is you're

Kevin Dieny:

after, uh, who's who you want calling.

Kevin Dieny:

Hopefully you have a marketing arm there that is ROI, you know,

Kevin Dieny:

responsible measuring, tracking.

Kevin Dieny:

This is generating callers.

Kevin Dieny:

Now on the other side, and this would be the, where the question comes up.

Kevin Dieny:

If a business is like, well, I'm getting a lot of calls, but they're low quality.

Kevin Dieny:

So what would you say?

Kevin Dieny:

How can a manager, if that's the feedback they're getting right,

Kevin Dieny:

these callers are just not great.

Kevin Dieny:

So what can a business do to improve that?

Matt Widmyer:

Yeah, I mean that, without any other additional explanations, is

Matt Widmyer:

it just kind of lazy to start with?

Matt Widmyer:

Right.

Matt Widmyer:

But what if something, and there are going to be leads that are coming through.

Matt Widmyer:

They're not good, right?

Matt Widmyer:

Period.

Matt Widmyer:

It's going to happen.

Matt Widmyer:

But, we need to ask.

Matt Widmyer:

And my the first thing I asked my team, if I, whenever I hear that,

Matt Widmyer:

is what's not good about them?

Matt Widmyer:

Is it a one-off situation or is this happening all the time?

Matt Widmyer:

That one day again, I mentioned on one of the earlier podcasts for that one

Matt Widmyer:

day, everybody was calling in about, buying a trampoline, those a little

Matt Widmyer:

more urgent, Hey, Kevin fixed this, but my phones are getting tied up.

Matt Widmyer:

Right.

Matt Widmyer:

This is a good example of like, Hey, you're bogging down my team.

Matt Widmyer:

But on the other hand, Kevin you know, the marketer or Kevin,

Matt Widmyer:

in this case, he doesn't want to hear about all the bad news.

Matt Widmyer:

He wants to also hear about all the things that went really well.

Matt Widmyer:

So you can duplicate some of that success.

Matt Widmyer:

Because at the end of the day, I'm having a conversation with my team and

Matt Widmyer:

if they aren't handling these leads correctly, or if the coverage ends up

Matt Widmyer:

being bad, it's not, but if it ends up taking a little bit of a hit or a

Matt Widmyer:

call start going to voicemail more.

Matt Widmyer:

I know, I already know in the grand scheme of things, your marketer, Kevin,

Matt Widmyer:

in this case, is not going to have a solid enough case to go back and try to

Matt Widmyer:

increase ad spend and stuff like that.

Matt Widmyer:

If we want to, inbound leads are great, right.

Matt Widmyer:

They make our lives a lot easier.

Matt Widmyer:

And if we want to keep experiencing them, we need to have the operational

Matt Widmyer:

things, all figured out on our end too.

Matt Widmyer:

So I know that.

Matt Widmyer:

A lot of people don't know that, but we're really close to what's

Matt Widmyer:

happening with these things and you're close to the generation, I'm close

Matt Widmyer:

to the feeling and managing them.

Matt Widmyer:

So I want to be able to, to have both of us tell a very good story with these.

Kevin Dieny:

So another thing that that I think would come up is how much a

Kevin Dieny:

business wants to bring all this in-house.

Kevin Dieny:

And the reason I say that is it is a lot to manage, you know, all of this, making

Kevin Dieny:

sure that the operational side, all the technological stuff, all the marketing,

Kevin Dieny:

everything attached to this is driving calls to the right people, right place.

Kevin Dieny:

And it aligns well with your business, that the team is.

Kevin Dieny:

Properly answering calls, routing them is handling them appropriately.

Kevin Dieny:

You have staffing, meaning you have to continually be

Kevin Dieny:

recruiting, be hiring people.

Kevin Dieny:

And then people come and go.

Kevin Dieny:

Maybe you've had someone who's been there a while, but what happens when they leave?

Kevin Dieny:

Does that mean all of your business knowledge goes with them?

Kevin Dieny:

There's a lot of threats there.

Kevin Dieny:

Getting an answering service, getting a call center, bringing, pushing

Kevin Dieny:

all that knowledge out, but at the same time, there's lots of benefits.

Kevin Dieny:

There's coverage benefits.

Kevin Dieny:

You know, they're going to have amazing coverage cause that's something,

Kevin Dieny:

one of their guarantees possibly.

Kevin Dieny:

You know, that they're going to be following a scorecard or something else.

Kevin Dieny:

And that these people are handling a large volume, meaning

Kevin Dieny:

there's a lot of experience.

Kevin Dieny:

There for you.

Kevin Dieny:

So what would you say?

Kevin Dieny:

What were you, what are your thoughts on the in-house versus

Kevin Dieny:

a third party call fielding team?

Matt Widmyer:

Sure.

Matt Widmyer:

Yeah.

Matt Widmyer:

I mean, I think it's depends again, age of research people are, by the

Matt Widmyer:

time they pick up the phone and call, they want some sort of help.

Matt Widmyer:

And I, I feel like it, depending on the urgency, I know, you know,

Matt Widmyer:

businesses vary depending on what it is and, and customers vary, depending

Matt Widmyer:

on what it is they need help with.

Matt Widmyer:

If it's somebody calling in because their mouth is killing them, maybe they have a

Matt Widmyer:

cavity or something like that, a little more urgent, than somebody calling in

Matt Widmyer:

because they maybe they want a, they're thinking about painting the restroom

Matt Widmyer:

a different color or whatever, right.

Matt Widmyer:

So that can probably wait, but in both cases, what people are want more

Matt Widmyer:

than anything, even if they don't need help right away, or even if they

Matt Widmyer:

know help can't happen right away that people want to be acknowledged.

Matt Widmyer:

So I think an answering service, if you do not have the

Matt Widmyer:

bandwidth internally to do it.

Matt Widmyer:

An answering service and maybe an after hours thing or weekends thing.

Matt Widmyer:

Could be very valuable just to give that initial, Hey, we hear you, right?

Matt Widmyer:

Like we're working on it.

Matt Widmyer:

Bear with us.

Matt Widmyer:

Your business means a lot to us.

Matt Widmyer:

We're we're sorry.

Matt Widmyer:

You're going through whatever it is you're going through.

Matt Widmyer:

During operating hours we will take care of it.

Matt Widmyer:

If it's medical or something like that, they can route it a different

Matt Widmyer:

way to maybe they have an emergency service or maybe a pipe burst in

Matt Widmyer:

their house or something like that.

Matt Widmyer:

And they need help right away.

Matt Widmyer:

Typically those answering services, we'll be able to refer them to, um,

Matt Widmyer:

somebody who can help them right away.

Kevin Dieny:

Yeah, that's all really good.

Kevin Dieny:

And I, at this point, I'm curious, what else is there

Kevin Dieny:

that we possibly haven't said?

Kevin Dieny:

Is there anything else that we've missed or anything else you wanted to

Kevin Dieny:

add to this before we wrap all this up?

Kevin Dieny:

Because we've really, really gotten in deep into, fielding the call

Kevin Dieny:

and handling the call, especially, with a focus on the inbound side.

Kevin Dieny:

Was there anything else that we may have missed that you'd like to mention, Matt?

Matt Widmyer:

Yeah, I think another very important piece for

Matt Widmyer:

the business themselves is just to control the conversation.

Matt Widmyer:

This is something that especially newer employees will have the tendency to

Matt Widmyer:

get bullied by people over the phone.

Matt Widmyer:

Not necessarily them being mean but them taking complete control of the

Matt Widmyer:

conversation, not answering some of the basic questions we need.

Matt Widmyer:

In our instance, we aren't, if they don't pass that bare minimum, they're likely

Matt Widmyer:

just price shopping and they likely may not be the best customer anyway.

Matt Widmyer:

So sometimes every once in a while we will have to turn people away.

Matt Widmyer:

If we can't even verify they work with a real business or whatever, again, we

Matt Widmyer:

are B2B, B2B here, but, if somebody is calling you up and maybe you're running a

Matt Widmyer:

dental office or, um, audiology office or something like that, if they're not able

Matt Widmyer:

to, if they just give you your first name and can't verify anything else about them.

Matt Widmyer:

It might be a little bit of a red flag.

Matt Widmyer:

Like maybe there's just like, it can potentially be, maybe they're just

Matt Widmyer:

calling down the list and looking for the best price of whatever it is.

Matt Widmyer:

You'll get a lot of price shoppers.

Matt Widmyer:

Doesn't matter what service you provide.

Matt Widmyer:

You always get people wanting know exactly what they're getting themselves into.

Matt Widmyer:

We'll ballpark if we have to, but we are not diagnosing the full thing.

Matt Widmyer:

It's usually some other followup conversation that

Matt Widmyer:

needs to happen to assess.

Matt Widmyer:

So I don't want to, you don't want to scare them away with a high number and you

Matt Widmyer:

don't want to give them a low number if they're gonna hold you to that low number.

Matt Widmyer:

So I think, that's kind of where some of the art of controlling

Matt Widmyer:

the conversation comes in.

Matt Widmyer:

That's usually typically how I explain it.

Matt Widmyer:

Cause again, I, before I managed the team that did this, what's helpful is I did

Matt Widmyer:

it for a couple of years, myself too.

Matt Widmyer:

So I've, I know all shapes and sizes of people that call in and, um,

Matt Widmyer:

they're, they're, it's a mixed bag.

Matt Widmyer:

It really is.

Kevin Dieny:

Yeah.

Kevin Dieny:

It's, we've talked about this before.

Kevin Dieny:

It's hard to stay motivated and positive, especially when you're getting yelled at.

Kevin Dieny:

One of the things we had not touched on is like spam calls, abusive callers.

Kevin Dieny:

There's a lot in that mixed bag that anyone could be pulling

Kevin Dieny:

out of and have to take.

Kevin Dieny:

And so.

Kevin Dieny:

The measurement of it does have to consider all of that, right.

Kevin Dieny:

That you do have to have a reasonable measurement protocol around, you

Kevin Dieny:

know, what, what kinds of things is it reasonable to expect someone to do?

Kevin Dieny:

How many calls should they be taking?

Kevin Dieny:

What should be the outcome of those calls?

Kevin Dieny:

That's one of the reasons why we have a scorecard is we tell businesses how

Kevin Dieny:

their call handlers are responding.

Kevin Dieny:

How well they're doing, but we're, we're, we're taking the callers who we've

Kevin Dieny:

listened to our bookable, we've listened to our true prospects, true leads.

Kevin Dieny:

They are, they do seem like they're a fit for the business.

Kevin Dieny:

So out of that group, how well are they handling?

Kevin Dieny:

Just how are they handling all callers?

Kevin Dieny:

Someone could easily just by random chance to get a lot of, unfortunate callers.

Kevin Dieny:

So it's so important to have a standard call strategy.

Kevin Dieny:

It's really important to know how your business is going to handle

Kevin Dieny:

every inbound conversion type.

Kevin Dieny:

Every interaction with the consumer has to be accounted for.

Kevin Dieny:

Maybe before you do anything in marketing, how are the leads going

Kevin Dieny:

to be handled when we generate them?

Kevin Dieny:

If that's an afterthought, that's a big, it's a big problem.

Kevin Dieny:

And then at the end, ultimately, Making sure that assessments are being done.

Kevin Dieny:

How are things going pre-call?

Kevin Dieny:

How are things going during the call?

Kevin Dieny:

How is the post-call follow-up feedback engine, how has our improvement of all

Kevin Dieny:

of this going on so that the business is continually improving what it has.

Kevin Dieny:

The original strategy is probably not great because things change in, in,

Kevin Dieny:

like you said, they evolve over time.

Kevin Dieny:

Sometimes you're going to need to adjust scorecards here, there, or

Kevin Dieny:

improve this whole entire system.

Kevin Dieny:

So I think all of that are some great lessons learned

Kevin Dieny:

from this, from this episode.

Kevin Dieny:

Is there, was there anything else Matt?

Matt Widmyer:

Yeah, I was actually just going to say, just to add in one

Matt Widmyer:

last thing, I was going to say, if you are going to use an IVR, my team

Matt Widmyer:

manages the sales side of the IVR.

Matt Widmyer:

So press one for new customers.

Matt Widmyer:

If you're an existing customer and you need help and we, anybody who's had

Matt Widmyer:

at cable access television knows this.

Matt Widmyer:

If you're having a problem with your service, the quickest way to get help

Matt Widmyer:

is you press the sales extension.

Matt Widmyer:

If you're going to route things to sales and support, have a conversation with

Matt Widmyer:

whoever's handling the support queue and make sure that's all buttoned up too.

Matt Widmyer:

Because otherwise you're going to be getting the overflow regardless.

Matt Widmyer:

And, uh, you're still going to be getting those interruptions

Matt Widmyer:

that you didn't want any of you specifically designed an IVR to avoid.

Matt Widmyer:

And same thing, you know, and not want to sound like we're perfect because

Matt Widmyer:

sometimes if we do miss one and somebody really needs help with something, if

Matt Widmyer:

it's, it's usually just that one, right.

Matt Widmyer:

That they call back 10 times in a row or whatever, where maybe we're all

Matt Widmyer:

in a meeting or something like that.

Matt Widmyer:

They do call a support line, if they, if they are looking to do business too.

Matt Widmyer:

So we get those every once in a while.

Matt Widmyer:

We receive the support calls every once in a while.

Matt Widmyer:

So make sure you have conversations, you can kind of tell if it's a one-off thing.

Matt Widmyer:

Cool, we'll take care of it.

Matt Widmyer:

We're on it.

Matt Widmyer:

If it's a, like a constant thing, and sometimes it'll get to that

Matt Widmyer:

point because things will happen or people will get tied, tied down

Matt Widmyer:

and projects and stuff like that.

Matt Widmyer:

If it does become something that you see that you can anticipate

Matt Widmyer:

it, starting to get a little out of hand, have a conversation with

Matt Widmyer:

whoever's running that other queue.

Kevin Dieny:

Yeah, this is all really great.

Kevin Dieny:

As a listener, if you're thinking, well, maybe this is stuff I'd like to

Kevin Dieny:

have, you can give Matt's team a call.

Kevin Dieny:

You can call us on our sales line.

Kevin Dieny:

If you want to connect with, Matt, what are some ways that people can

Kevin Dieny:

reach out to you and talk to you?

Matt Widmyer:

Yeah, so you can reach out to me in LinkedIn directly.

Matt Widmyer:

Name again is Matt.

Matt Widmyer:

M A T T and my last name Widmyer, W I D M Y E R.

Matt Widmyer:

And you can find me on LinkedIn.

Matt Widmyer:

I think I have a black and white photo currently, so you'll know it's me.

Kevin Dieny:

Yeah, this is great.

Kevin Dieny:

I hope that this has given you guys some ideas, something to think about for how

Kevin Dieny:

you can improve fielding inbound calls.

Kevin Dieny:

Maybe you're interested in doing that at all and tracking it and

Kevin Dieny:

getting out your own scorecard.

Kevin Dieny:

Hopefully that helps you and get your business growing.

Kevin Dieny:

So we appreciate you listening and thank you.

Kevin Dieny:

Thanks Matt for coming on.

Matt Widmyer:

Yeah, absolutely.

Matt Widmyer:

Thanks for having me again.

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