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Background: We have created this article to help support agents on managing customer interactions, especially when dealing with challenging or frustrated clients

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A special shoutout to Ivette Villegas, whose approach to customer service with empathy, positivity and quality has been as inspiration for this documentation

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Make the Customer Feel Heard and Understood:

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Know the Details

  • Before Engaging in a call, review any relevant documents, like customer contracts, agreements, or prior notes

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  • (e.g: Reading over customer’s contracts tu ensure you are fully aligned with the information during a call, especially when it comes to issues like agreements or escalations)

    • This Shows the customer that you are prepared and taking their issue seriously

Check for Patterns

  • If there are common issues you are hearing about, make note of them and ensure you are ready with a clear response

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  • (e.g: If many customers are calling about contract cancellation issues, make sure you know the specific policies related to cancellations)

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Don’t promise a Quick Fix

  • It is important to understand that not everything can be resolved in a single call. Sometimes you may need to escalate the issue

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  • Let the customer know what you will do next

    • (e.g: “I am going to escalate this issue further to our team and keep you updated on what is happening)

Clear Next Steps

  • Provide a clear plan of action and keep the customer informed

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  • Even if you do not have a resolution right away, explaining what steps you will take next helps reassure them

Be Transparent about Limitations

  • If there are policy or process limitations (For example: If a cancellation request is not eligible) It is important to explain these in a way that the customer understands

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  • Avoid using technical jargon. For instance, instead of simply saying “We can’t cancel because it is a past deadline” you might say, “Unfortunately, the deadline for cancellations has passed. I understand this is frustrating, but here is what we can do next…”

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Help them understand their Options

  • Sometimes, customers don’t fully understand their agreements or what they are entitled to. So take the time to explain these clearly and in simple terms.

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  • For Example: If a customer is upset about the lack of a service (Like Cleaning), help them understand other options available to them

    • You could say “While we don’t cover cleaning, we do offer maintenance services if there are any system issues. Let me walk you through the different types of support we can offer”

Provide additional Information

  • If the customer is unclear about their contract or policies, offer to send them a copy of the relevant documents or summarize key points that are important for their case.

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  • This helps empower the customer and shows that you care about providing them with the right information

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De-Escalating Cancelation Requests

  • Many difficult interactions stem from cancellation requests. When a customer asks for a cancellation. Explain the policy and potential outcomes clearly but with empathy instead of simply denying their request. offer alternatives and educate them on what is possible.

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  • (e.g: “I understand you want to cancel, but let me first explain the situation. According to your agreement, cancellations can only happen within a certain timeframe, Since we are past that date, I can’t process the cancellation, but I am happy to explore other options with you. If you have any supporting documents, we could look at those to see if they help us find a solution”)

Offer Solutions

  • Sometimes offering the customer an alternative solution can help them feel more at ease.

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  • If they are upset because they can’t cancel, guide them through other possible resolutions

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Always Follow Up

  • After a call or case, make sure you follow up with the customer as promised.

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  • Keeping them updated builds trust and reassures them that their issue is being handled

Be Accessible

  • Let the customer know they can contact you if they have further questions or concerns

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  • This shows that you are commited to solving their issue, even after the call ends

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Now that you’ve got the key points to handle difficult interactions, just keep these takeaways in mind:

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