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Managed Expectations Do's & Dont's

Aura Castiblanco [C]

Created on November 25, 2024

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Transcript

Discover the Behaviour

Don't Manage Expectations

Dont's

Do's

Set Clear Expectations

Clarify the Process

guarantee solutions or timeframes that you are unsure you can meet

Overcomplicate Your Message

leave the customer unsure about what will happen next or when to expect a resolution

provide a realistic timeframe for when the customer can expect results

Difficult Message

Dont's

Do's

use clear and simple language

drown the customer in excessive information

use phrases like "I’m not sure" or "It’s complicated"

maintain a respectful and calm tone to prevent further frustration

suggest any viable alternatives or solutions that may help the customer

Acknowledge the customer's frustration

Ownership

Dont's

Do's

present the customer with all possible solutions or options

Leave the Customer Without Guidance

assume the customer is satisfied with the first option you provide

Provide clear guidance on how to handle similar issues

pass the responsibility to another department or agent

Own the issue and ensure that the customer feels like you're actively working to find the best solution

And the behaviour is ...

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Design

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Awesome Interactivity

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Awesome Interactivity