Just Okay, is Not Okay!

Just Okay, is Not Okay!

May 11, 2020

As leaders, it is right to expect more out of your calls and your people. You invested in training and continually invest daily through your MOS process. Don’t settle for “Okay” and call it “Good”.

In recent weeks we have listened to many calls where the outcome does not meet our expectations (based on how the agents were Certified and trained and the use of the call model). Meaning, the FACTs were partially stated. The Negotiation Flow was assumed versus “Diagnosed” and then the steps of the Flow were either missed or just randomly attempted. The outcome of the call, we got “a payment” typically.  Then in a call calibration, we spend the time having the agent diagnose the call, typically, trying to not look bad in the process. The manager is left to walk the agent through the call and coach to the “okay” parts. Most do well with identifying call skills success and opportunities. Then the session ends with, “Well, overall, that was a good call!” (Insert frustrated face slap.)

If you applaud an “Okay” call, you are saying that it is “good enough”. It really is acceptable and preferred to give constructive feedback and end the session with, “I know we can do better…Let’s talk about how we can get better.”

Call Calibrations are meant for the leaders to evaluate the application of call skills on live calls. Call Calibrations are in fact, “Live certification”. During training, we often hear, “I am much better on the phone.” Or, “If this was a real call…” Well, this is the purpose of call calibrations, to use real calls to certify your people daily (or as often as you do calibrations).

Thus, if in training certification, the agent would not pass for example, if “Raising the Initial Offer” was missed with a Willing customer: then it should not be “okay” during a calibration. If jumping to a program too soon, without identifying the Reason for Delinquency and working through “Regular and Other Sources of Income” is not acceptable during training, why make it “okay” during call calibrations?

It is tough to give someone honest feedback that contradicted the person’s self-assessment. Make it easier on both of you by using your MOS tools. Meaning, guide the person through another self-assessment by having them compare their performance to the call model standards, after hearing the call. Then, after an accurate assessment, don’t ‘beat them up’, rather, move to solutions.

So, going forward, on that call where the agent nailed the Open, did not state FOT verbatim, self-negotiated (talked themselves out of money), got the rapid pay method, missed the recap, urgency, but closed with “Thank you”. Allow the agent to self-assess against the backdrop of the call model and against the call skill standards. Congratulate the agent for an accurate self-assessment. Ask about challenges with the correct application of the call model on all calls. Determine the agent’s current performance and what to work on first as a next step. Gain a commitment from the agent to do better the next call. End the session by building the confidence of the agent with, “I know you can do this. I have all the confidence that if you apply what you were taught and what we have reviewed, your calls will improve.”

Let’s strive to end each day, not saying…”I did okay today”, rather…”I did my best today”