Manage Customer Engagements Effectively by Remembering “the 3 C’s”

Skew the odds of success in customer interactions by remembering “the 3 C’s”. We frequently encounter teams who are doing good work, but struggling to get credit for their efforts and not controlling meeting outcomes. If your team is in this situation, focus on:

CALM: Calm the customer. Outwardly project a calm state (even if you’re panicking on the inside!) will reduce the risk of your customer reacting emotionally in a crisis. Demonstrate (with actions, not just words) your understanding of the customer’s concerns, and your team’s willingness and ability to address those concerns proactively (before being asked).

2) CLARIFY: People have finite attention spans and limited energy. Strive to make your materials crystal clear. You want to engage your customer in discussion of the meaning and implications of your update. You don’t want them spending lots of effort trying to “de-code” what your team is trying to communicate. Pro tip: Prefer visual information over words. Make sure all graphs are clearly labeled and annotated.

3) CONTROL: Control the outcome, Conveying a sense of control will help influence the customer’s perception and reaction. Take control of the flow of information by volunteering periodic updates to your customer. Ensure fresh information is fully vetted by the team before it is conveyed outside your organization. Manage the resources and action planning to drive swiftly toward the desired outcome.

We’ve resolved more than our fair share of crises with teams over the years, and we’ve taught hundreds of people the proven techniques to effectively manage customers when the pressure is on. We’d love to help your team get (and stay) on the right track.
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