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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Check for Patterns | Panel |
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Don’t promise a Quick Fix | Panel |
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Clear Next Steps | Panel |
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Be Transparent about Limitations | Panel |
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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 | Panel |
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De-Escalating Cancelation Requests | Panel |
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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”)
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Offer Solutions | Panel |
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Always Follow Up | Panel |
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Be Accessible | Panel |
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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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