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Customized Training.


Customer Satisfaction
The Competitive Edge

Suggested Audience-- All Personnel
Schedule-- 6 hours

Designed for companies looking for a comprehensive program, this overview course begins with an update on consumer trends and research, then covers current best practices in the home building industry. You'll review the pros and cons of common and uncommon procedures and hear practical hints your staff can put to use immediately. Handout materials include dozens of sample forms and letters. Topics covered include--

  • Introduction: Why Care about Service?
  • Customer Trends and Research
  • Management's Role
  • Quality Management
  • Aligning Expectations
  • Managing the Process
  • Homeowner Orientation
  • Warranty Service
  • Trade Contractor Service
  • Customer Feedback
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Service Strategy and Structure
Link Customer Satisfaction and Business Success
Suggested Audience-- Management
Schedule-- 6 hours

Service Strategy and Structure is a dynamic three-part class that will help your company stand out in a crowded marketplace. Designed for busy executives who want to establish a first rate service program within their organizations, this course defines the structure and personnel policies you need to have your company's service program up and running in record time. (Note: This class is an excellent follow up to a Customer Service Assessment.)

Part 1 - Service Strategy
We begin by defining the context and challenges of achieving customer satisfaction, and identifying your company's strategy for responding.

  • Changing Consumer, Changing Roles
  • What Is a Satisfied Customer Worth?
  • Where Does Service Fit in Your Business Plan?
  • Current Best Practices
  • Communicating: Meetings and Reports
  • Monitoring Results: Feedback

Part 2 - Service Policies & Procedures Manual
Translating your strategy into seamless performance requires blending of the sales process with construction and warranty activities. Well-planned, written procedures can eliminate wasted effort and increase productivity and buyer satisfaction.

  • Benefits
  • Content
  • Format
  • Reference
  • Revisions

Part 3 - Managing Service Talent
No system or set of procedures is so clever that it is self-propelled. Your people make it all work. Develop the full potential of your employees, reduce turnover, and create client satisfaction by managing your company's service talent effectively.

  • How Many, Doing What, and Where?
  • Hire for Customer Satisfaction
  • Employee Manual
  • New Employee Orientation
  • Training and Cross Training
  • Incentive Programs
  • Performance Reviews
  • Retaining Good Employees
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Managing Service Education

Suggested Audience-- Management, Human Resources, and In-House Trainers
Schedule-- 4 hours

Studies have shown that 67 percent of the customers a company loses to competitors are lost because of one incident with one person. Staff challenges include attitude, systems, and knowledge. Whether your company has 30 or 300 employees, front line training in communication and procedures is a critical element for your success. This seminar provides a framework for organizing training as an integral part of your business plan-one that produces the results you seek: a staff that gets the job done when it comes to customer satisfaction.

  • Needs Assessment
  • Orienting New Employees
  • Company Certification Programs
  • Tapping Outside Resources
  • In-House Training Sessions
    • Curricula
    • Course Preparation
    • Presentation
  • Coaching

Everyone Has 2 Jobs
Building Cooperation and Teamwork

Suggested Audience-- All personnel
Schedule-- 3 hours

Do sales and construction disagree about change order cut offs? Are start packages incomplete? Do your warranty personnel complain that they get no respect? Is everyone angry with accounting? A company's culture shows through to customers and associates. After identifying internal customer relationships and how support systems succeed (or fail) in meeting expectations of company personnel, this class presents practical tips and techniques to achieve a healthy company culture and effective service for all customers-internal or external.

  • Natural Enemy Syndrome
  • Communication Pyramid
  • Internal Customer Expectations
  • Third Party Customers
  • Meetings that Matter: Return on Time Invested
  • Teams: Leaders and Participants

5 Steps to Customer Satisfaction
for Small Volume Builders Who Have Little Money, Less Time, and Absolutely No Personnel to Devote to Service


Suggested Audience-- Owner and personnel of small volume companies
Schedule-- 4 hours

In small firms, resources are limited and good intentions are often mangled under the wheels of bumper-car schedules in today's busy world. Replacing reactive habits with planned systems allows small volume builders to transform chaos into a predictable process. This streamlined program provides no nonsense procedures and copy-ready forms to get your service program running quickly and effectively.

  • Secrets to Balancing Realities and Resources
  • Align Customer Expectations
  • Managing the Process
  • Delivering New Homes with Style
  • Controlling Warranty Service

Aligning Customer Expectations
Tell the Truth, Sell the Trust


Suggested Audience-- Management, Sales, Construction, Warranty
Schedule-- 3 hours

Salespeople create customers' expectations, then construction and warranty reinforce those expectations. The challenge is to build trust with forthright and consistent information while maintaining the home buyers' enthusiasm.. This course examines techniques and tools builder personnel need to manage customer expectations in proactive and positive ways. Topics include--

  • Home Buyer's Mental Scrapbook
  • 7 Principles for Aligning Expectations
  • Tools and Opportunities: Teachable Moments
  • What Expectations? Product, Process, Service
  • Homeowner Manuals
  • Preconstruction Conference
  • Pre Drywall Tour
  • Orientation
  • Transition from Buyer to Owner
  • Warranty Service

Meetings with Clients
Satisfaction and Control through Communication


Suggested Audience-- Management, Sales, Construction, Warranty
Schedule-- 4 hours

Buyer involvement during construction of a new home is a given. Successfully managing that involvement requires planning. This class takes the mystery out of achieving customer satisfaction during the building process, balancing buyer involvement with builder control of operations. This entertaining class deals with the real world, providing-

  • Clear analysis of the purposes of each home buyer meeting
  • Identification of typical administrative issues and how to resolve them
  • Guidelines for preparation that ensures successful meetings
  • Proven techniques for conducting client meetings
  • What to communicate to buyers at each meeting
  • Detailed checklists, meeting agendas, and useful forms

Would You Buy this House?
Quality Management for the Real World


Suggested Audience-- Construction, Warranty
Schedule-- 3 hours

Is "We've always done it this way" thinking blocking your company's quality? Dollars saved by doing the job right the first time go to the bottom line along with the profit from increased sales. This happens when everyone who works on the home has a quality mind set and the knowledge, skills, and habits to back it up. This course provides a practical introduction to quality management, including--

  • Why "Industry Standards" Don't Help
  • High Cost of Doing Work, Undoing Work, and Doing Work Again
  • Quality Management Basics
  • What's a Good House, Anyway?
  • Overcoming the "Yeah, Buts"
  • Surviving Products Defects
  • Identifying Improvement Targets

For Superintendents Only
Customer Service for the Field


Suggested Audience-- Superintendents, Assistant Superintendents
Schedule-- 4 hours

Just as consumers have changed, the skills superintendents need to successfully manage their job sites have evolved. With increased customization of new homes, growing demand for quality, shortage of skilled labor, and regular involvement of home buyers in the process, superintendent training must include quality management, communication skills, and insights into today's buyers. This course provides a solid foundation in those areas.

  • Changing Roles
  • Company Communication
  • Buyer Meetings
  • Random Site Visits
  • Change Orders
  • Delivery Dates
  • Complete and Clean: Homes Ready to Deliver
  • Private Home Inspectors
  • Trade Contractors
  • Community Relations
  • Inventory Homes
  • Show Home Maintenance
  • Orientations
  • Warranty: Lessons Learned

Psychology of Orientation
Strategies for Earning Buyer Satisfaction at Delivery


Suggested Audience-- Construction, Orientation Reps, Warranty
Schedule-- 4 hours

In the days surrounding their move, buyers are walking, talking billboards. This offers builders a golden opportunity. The by-products of an effective orientation program include satisfied buyers, word-of-mouth advertising that builds your reputation, and a positive tone for the warranty period. With sound preparation, a strategic itinerary and agenda, this meeting ends the buying process and begins the owning process for satisfied buyers.

  • Golden Opportunity
  • How Do Customers Define "Complete"? (Hint: It is not "We have the CO.")
  • 5 Critical Administrative Decisions
  • Buyer Friendly Forms and Materials
  • Strategic Itinerary
  • Start on the Right Foot: Introduction
  • An Agenda Worth Attention
  • Strong Finish: 7 Deadly Words to Avoid
  • Minimize Nitpicking: Proven Techniques
  • Closure: the Holy Grail
  • Reports: Who Did What, When, and Why?

New Home Warranty Service
Results = Satisfaction


Suggested Audience---

Warranty Managers, Reps, Techs, and Administrative Personnel
Schedule-- 6 hours

Service is more than fixing leaky faucets, but the leaky faucets still need attention. Balancing the control of hundreds of details about the homes, the occupants, and the trade contractors with the need for effective response is a tremendous challenge that can best be met with results-driven procedures, appropriate documentation, and communication skills.

  • Homeowner Expectations: Separating Warranty and Maintenance
  • Warranty Coverage: Basics and Trends
  • Staff: The Front Line and Support Team
  • Service Structure
  • Decisions and Judgment Calls
  • Repairs: Producing Results
  • Special Handling: When Routine Processing Is Not Enough
  • Predictable Situations: Responding to Homeowner Objections
  • Closure: The Holy Grail of Warranty
  • Denials
  • Trade Contractor Warranty Service
  • Budgets and Reports
  • Warranty Routine: Manage Time to Preserve Order

Partners in Service
Getting the Best from Your Trades


Suggested Audience-- Purchasing, Construction, Orientation, and Warranty Personnel
Schedule-- 3 hours

Trade contractor performance directly impacts customer satisfaction and consequently, your reputation. Appropriate selection and orientation of trades, combined with ongoing communication are essential keys to success. This class discusses steps you can take to establish a trade alliance for improved product and service, including--

  • Be the Builder to Work For
  • Trade Contractor Liaison
  • Hiring Trade Contractors with Service in Mind
  • Daily Routine
  • Feedback and Forums
  • Difficult Trades

The Service Call
Standards, Policies, and Procedures for Warranty Repair Appointments


Suggested Audience-- In-House and Trade Contractor Service Managers and Technicians
Schedule-- 90 minutes

Trade personnel provide much of the hands-on service after the homeowner moves in. The attitudes and skills of service technicians have a direct impact on homeowner satisfaction and your reputation. Increase the effectiveness and self-confidence of your in-house technichians and trades' personnel by providing service call training. This class covers 35 specific guidelines that result in satisfied homeowners, including--

  • Preliminaries: 6 Critical Steps
  • Upon Arrival: 10 Points to Keep in Mind
  • Repair Work: 13 Success Secrets
  • Conclusion: 6 Key Wrap Up Details

Front Line Communication Skills
Talking, Writing, Phoning, Faxing, and Emailing Customers


Suggested Audience-- Front Line Personnel and Management
Schedule-- 3 hours

The essence of customer service is one person doing something for one other person. Individual skills and attitudes are the raw material of service. Many of these are well-known but seldom used, others are new and easily learned. This class reviews and refreshes those skills and habits. Topics covered include--

  • Body Language: Your Secret Weapon
  • Listening Skills
  • Phone, Fax, and Email Techniques
  • Letter Writing for People Who Hate Letter Writing
  • The Language of Service: Words to Avoid, Words to Use

In a Word--"No"
Enforcing Boundaries, Retaining Goodwill


Suggested Audience-- Front Line Personnel and Management
Schedule-- 3 hours

When customers test your boundaries, you have more options than destroying goodwill or sacrificing your service budget. The abilities to say no and manage conflict effectively allow for more productive operations, keep costs under control, reduce staff burnout, and permit everyone in the new home process greater enjoyment. Skills learned in this class include--

  • Preventing Questions with No Answers
  • Is No the Right Answer?
  • Judgment Calls
  • Pick Your Battles
  • How to Say "No"
    • Soft No
    • Terminal No
  • No Documentation

Service Protocols
Positive Responses to Negative Customer Comments


Suggested Audience-- Front Line Personnel and Management
Schedule-- 4 hours

You'll think we have a microphone hidden in your office, but the fact is that many negative customer behaviors occur over and over. This class reviews the service fundamentals that minimize such behaviors and provides specific responses to over two dozen negative customer behaviors or statements, including--

  • Abusive Language
  • Back Stabbers
  • Baiting
  • Come Here, Go Away
  • Drama
  • Fix What I Broke
  • Going Over My Head
  • Good Cop, Bad Cop
  • Home Depot Has It Cheaper
  • Inspectors, Friends, Relatives, and Realtors
  • Instigators
  • Internet Research
  • I Paid $X for This House
  • I Used to Be in Construction
  • I've Talked to My Attorney
  • I Want to Talk to (Owner)
  • Left-Out Spouse Syndrome
  • Let's Make a Deal
  • Media
  • Me, Too!
  • Norm Says to Do It this Way...
  • Personality Conflict
  • Procedural Disagreement
  • Signature Blackmail
  • System Skippers
  • This Isn't Built According to Code
  • Triangles
  • Unrealistic Expectations
  • Won't Take No for an Answer

Degrees of Difficulty
Working with Customers Who Nag, Threaten, Wheedle, and Whine


Suggested Audience-- Front Line Personnel and Management
Schedule-- 3 hours

When a builder mentions the customer from hell, they are often referring to the buyer who yells, curses, and threatens. These people are certainly difficult. Many other behaviors qualify as difficult as well: buyers who cannot make decisions, buyers who interfere with work on the job site, buyers who play one staff person against another, buyers who fail to return phone calls....just to mention a few. This seminar catalogs difficult behaviors and methods of managing them, from mild to exotic-

  • Defining Difficult Customers
    • Situationally Difficult
    • Innately Difficult
  • Sources and Forms of Customer Conflict
  • Responding to Conflict
    • Face-to-Face
    • Third Parties
    • Instigators
    • Media
    • Drama
    • Arbitration
    • Litigation
  • Triple Role of Documentation
  • Escalation Procedures
  • Debriefing: Learn from Experience

Time Management
Greater Productivity, Less Stress, Happier Customers


Suggested Audience-- Anyone who finds 24 hours a day are not enough
Schedule-- 4 hours

In our gadget-ridden, time-saving device saturated world, few of us have enough time. We stand at our fax machines, tapping our foot, aggravated that information heading toward us from five states away takes 30 seconds to arrive. What's wrong with this picture? This seminar offers hints that address the specific time-crunch challenges customer service professionals face daily. Subjects covered include--

  • Symptoms that You Are Time Challenged
  • Benefits of Time Management Skills
  • Define & Keep Your Balance
  • Check Your Environment
  • Organize Your Planner
  • Polish Practical Skills
  • Tame Technostress
  • Plan Time for Repetitive Tasks
  • Manage Communication:
    Phone/Email/Memos/Faxes
  • Using Time On the Road
  • Make the Most of Meetings
  • Expect Interruptions
  • Control Projects
  • Learn to Say "No"
  • Delegate when Appropriate

Customer Service Judgment Calls
Breaking Your Rules, Standing Your Ground


Suggested Audience-- Front Line Personnel and Management
Schedule-- 3 hours

Most companies intend to "do the right thing." The challenge is knowing what that right thing is. This seminar looks at service ethics, defines the three levels of judgment calls front line personnel face, and provides guidelines for each. Sifting through the facts, thinking through the issues, and identifying responsibilities generates head scratching, heated debate, new perspectives, devil's advocates, dead ends, and creative solutions. Just when you think you have it all figured out, a new situation challenges your belief system and poses the question: when what's legal is not right, what should you do?

  • Service Ethics
  • Physical, Circumstantial, and Image Judgments
  • Research Resources: Digging for Facts
  • Objective Analysis in an Emotional Atmosphere
  • Evaluating Options, Anticipating Repercussions
  • Implementing Solutions
  • Case Studies

Customized Training

Extended training schedules can be arranged. Discuss your customer service training needs with us and we'll create a customized curriculum to fill them. Your organization may need a new employee orientation plan, company certification system, or train the trainers classes. Staff development plans typically revolve around quarterly or semi-annual schedules and can include participation in Home Address conferences as well as on-site classroom and field training.


 
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