Managing Customer Expectations

It is important to manage expectations from the first moment of interaction with a customer. To do so effectively, utilize the following process.

1. Set Expectations

Cushion with empathy. A cushion is a verbal statement that tells the customer in various ways that "I hear what you are saying, and what you are saying is important." Being empathetic simply acknowledges your customer's emotion and experience.

Understand the priorities. Ask questions of the customer to ensure that you understand their priority needs. For example, a customer may need to have their new payroll system set up by the start of their fiscal year or a company may need to have their phone system installed in the next thirty days.

Ask the customer for their expectations. Often their expectations may be more reasonable than you anticipate, and it may be quite easy to satisfy and resolve the situation.

Use headlining. Headlining is explaining your "train of thought" to the customer -- telling a customer what you are going to do before you do it. For example, you may say, "First, I will ask questions so that I understand exactly what is needed. Then, I will place the order. I will give you a realistic estimate of delivery time. I will call you immediately when it comes in."

Under-promise and over-perform. This guideline simply reminds you to set expectations with your customer at a reasonable level, but at a level that allows you to consistently exceed their expectations.

Check for agreement. After explaining an expectation or headlining a process, check with the customer for agreement. For example, "How does that time frame sound to you?" or "Will that process work for you?"

Policies and procedures. Policies and procedures are in place to protect you. When it comes to invoking a policy, it is not so much what you say as how you say it. Company policy rarely makes customers happy, so try to use policy as a last resort.

2. Monitor Expectations

Unless the situation is resolved immediately on first contact, your goal should be to have regular and appropriate communication with the customer. Continue to use the process to set expectations.

During an open situation, if the customer contacts you, that contact effort should be acknowledged within the guidelines set by the organization. Typical guidelines for most companies are to respond within one to twenty-four hours of the customer calling or sending a message. The reply should match the customer comment, response, or statement, and it should utilize the same process you used to set expectations initially.

Examples of monitoring the process:

• Acknowledge any information that the customer provides.
• Indicate where your organization is in resolving the situation and explain the next steps in the process. To gain trust, include an expectation of when they can expect the next communication.
• Respond to a customer request to talk to a manager or transfer the situation to a product expert. Respond by headlining the process for the appropriate action and setting an expectation for the next communication. For example, "Your issue will be turned over to our service technician. She will call you by the end of the day."
• Respond to requests for additional information. Respond by relating when you or one of your co-workers can follow up on that requested action. Then follow-through and follow up!

3. Influence Expectations

Influencing expectations is usually the meaning of "managing expectations." When you influence, you are the one who modifies or changes your approach and style. People are influenced by:

People who they trust. Trust is earned. You must follow up on what you hear to gain trust.

Education. The more you educate your customers, the more they understand the complexity of the situation and can align their expectations more accurately. For example, you may propose a higher quality solution that will take longer, but if you educate the customer about why it is a higher quality solution, that customer can better understand the solution and they will not have unrealistic expectations.

Situations where they can save face. Most people will not change their minds and have difficulty admitting their lack of knowledge in public. Allow them to easily move beyond a difficult situation without additional embarrassment.

Ease Public Speaking Anxiety Through Preparation

Prepare, prepare, prepare. You can never be too prepared to present. Knowing your presentation through and through can help boost your confidence while easing your fear and anxiety. Preparation does not just include knowing what you are going to say, it also includes how and why you are going to present the information. Here are some tips to help you create an effective speech or presentation.

1. Open with Confidence. Your opening gives your audience a first impression. Know the audience and the purpose of the presentation. Find out what they might expect from your remarks and what they may already know about the topic. Consider how you will grab the audience's attention. If you need to deliver bad news, consider ways to connect with the audience from the beginning of the presentation. Be well prepared for the opening because it sets the tone for your entire presentation--leave nothing to chance.
   
2. Focus on a Few Key Points. Know the major points you want to make. This will help ease your worry and increase your confidence. Outline the key concepts in your electronic visuals, on a note card, or better still use a memory technique such as stacking so you remember your key points. Avoid trying to memorize your presentation because it will sound canned and stiff and you want it to sound comfortable and real.
   Support Ideas with EvidenceIt is always important to provide evidence to support your main points. Supporting evidence will reinforce your points to the audience and give you a chance to explain your points more fully.
   
3. Close with a Call to Action. This will be the last impression your audience has of you and your presentation. It is important to look at the purpose of the presentation and then determine a proper close. Emphasize the key action or actions that you want the audience to take after hearing your presentation. This serves as a nice summary of your content and assures they leave with a clear direction.
   
4. Remember, Anxiety is Normal. Most people have some presentation anxiety. Remember that people who don't feel some stress may appear to be taking their audience for granted. Replace negative thoughts that creep into your subconscious mind with positive affirmations from yourself and others.
   
5. Be Human. Allow yourself to make mistakes. Do not try to be a perfect presenter. A brief pause to collect your thoughts may feel like eternity, but it's not. Tell stories from your personal experiences. Conduct your presentations as if you are having a conversation with people rather than talking at them.
   
6. Ask for Feedback. You will be surprised how much will be positive. Accept and internalize compliments you receive without minimizing them. Remind yourself about what went well rather than what didn't. Focus on one or two key improvement areas for the next time. Not ten or twenty.
   
7. Prepare for Future Success. View each presentation you give as a development opportunity. Enjoy the experience. Use each presentation as an opportunity to enhance your confidence and skills for the next presentation.

Alex Zaborenko
Managing Partner
Dale Carnegie Training of Colorado and Southern WY