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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

guarantee solutions or timeframes that you are unsure you can meet

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

Clarify the Process

Set Clear Expectations

Overcomplicate Your Message

Do's

Dont's

Don't Manage Expectations

Acknowledge the customer's frustration

suggest any viable alternatives or solutions that may help the customer

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

drown the customer in excessive information

use clear and simple language

maintain a respectful and calm tone to prevent further frustration

Do's

Dont's

Difficult Message

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

present the customer with all possible solutions or options

assume the customer is satisfied with the first option you provide

Leave the Customer Without Guidance

Provide clear guidance on how to handle similar issues

Do's

Dont's

Ownership

And the behaviour is ...

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