do a lot of thinking. I sit at my desk, and think, and click around on my
computer. I am driven by my mission: achieving freedom. I believe people are
better off with basic business understanding, so they are free to create successful,
profitable businesses. Everything I do is intended to help people start fix and
grow extraordinary businesses.
love what I do! I talk on the phone a lot…sometimes all day long. I’ve learned
from some super smart people. (Once I even had a good idea of my own.) It’s safe and warm in the office. The
weather is consistently comfortable. I can kick back in my sweats, with my feet
on my desk, and conjure up some incredibly important and inspiring business
there is a very real possibility these ideas are complete crap.
I like to get up and out of the office and into the truck every once in a while.
Do the systems we put together in the ‘ivory tower’ help or hinder the service
techs in the field?
riding along to find out. Once upon a time I wrote an article about the ride-along.
My focus in that article was how to use the ride-along to help your service techs
develop communication, selling and technical skills. This go around, let’s
explore the ride-along as an opportunity to find out if what we ask the techs
to do is complete crap or actually helpful. And let’s look at how to use the
windshield time and on-the-job togetherness to connect as human beings.
“At the end of
the day, all I care about is, ‘What is my employee saying to my customer?’”
spent countless hours putting together price books, presentation manuals,
testimonial before-and-after pictures, coupons, referral programs, refrigerator
magnets, water heater stickers…whew. These are great tools and I recommend
using them. At least some of them.
few years ago, I rode along with a tech who was instructed – in pages of
procedural detail – to make use of all of the above items as well as a 15-minute
video extolling the virtues of a drain cleaning product, toilet leak test kits
toilet paper with the company logo printed on every
sheet. He was supposed to replace every roll in the house with that toilet paper.
you have to choose. If this service tech were to be in 100% compliance with the
required customer service steps, he would still be at that job. Consider
streamlining the process. When you ride-along with a really good tech, you
discover that it isn’t the razzle dazzle that sells. It’s so often the quiet,
technically competent tech who asks good questions and listens who rules the sales
with your techs and narrow down their required presentation to a few solid
steps. You can fill their selling “tool bags” with useful, but optional, tools.
Leave them free and clear to serve customers. And, yes, you can work together
to think of a few ways to leverage the call into a few add on sales and a
referral. Just pick a few.
good tech will find a way to communicate. I went on a drain cleaning call with
a journeyman plumber named Fred. He did a very professional job preparing the
jobsite and he was using a sewer camera to investigate the drain lines. The
customer and I were looking over his shoulder at the screen, checking out the
insides of the pipe. Not super exciting footage. The customer wandered off, and
then the camera hit a break in the pipe, chock full of tree roots. There was
the problem! Fred continued on with the camera and investigated the rest of the
line. When the customer returned, Fred was manipulating the camera, trying to
find the broken area of the pipe again. To keep the customers attention while
he searched, he started to describe the compromised area of the pipe.
found a broken area of the pipe. Tree roots will seek the moisture in the drain
lines and infiltrate through the cracks in the pipe. These roots are nasty. They
are kinky, curly, and full of little hooks that can catch ‘stuff’ and clog your
drains. They look like…(he was still searching with the camera…no roots in site
at the moment)…they look like Ellen’s hair.”
Fred pointed at my head. And the customer studied my hair with an, “Oh, I get
it, and that looks BAD” look on his face. Fred ended up selling about $1,500
worth of good work and didn’t realize that he might have insulted me until I
pointed out his “good demo” when we were back in the truck. It makes for a good
are a few more hair-curling stories…
tech told me he went on a call and noticed a freezer in the basement…wrapped
with a heavy chain and padlocked. “Why would the freezer need a lock?” he
wondered. “Is his wife on a diet?”
He forgot about it until he saw the freezer being carted out of the
basement…on the 10 pm news. Apparently his wife was in the freezer.
are crazy people out there. One tech reported working with a customer who told
him, “I’ll be right back.” She
reappeared with a hand puppet and communicated only with the puppet for the
rest of the service call.
tech told me about a job where the customer asked if he might play the guitar
while the tech worked. Why not? The customer returned and stood less than a
foot away from the tech. For over an hour, he sang songs of salvation, perhaps
intended to save the tech?
about the goofy collectors? Model train set ups that cover every inch of the
house. The John Deere collection gone wild. Medieval weapon collections are creepy,
especially the torture instruments. The most disturbing collection? Fully
clothed and posed mannequins (I am not making this up.).
many techs told me stories of customers who led them down into the basement…and
revealed a gun stashed in a pocket or a waistband.
are scary people and scary monsters! It was late and dark, and the construction
crew was trying to wrap up a job. One tech came running, screaming out of crawl
space. “There’s a bear in there!”
Turns out it was a St. Bernard, which sure would look like a bear in a
confined space. Apparently lots of techs have been startled by the unexpected
spider, rat, snake or possum. The critters who are alive smell better but the
dead ones don’t bite.
it isn’t just in XXX movies where the service tech is propositioned by the
homeowner. For the sake of decency, I have edited the details from the article.
I know of a lonely housewife who always asked for owner of the company and
happened to answer the door in a loosely tied bathrobe, smelling of booze. When
the tech’s wife noticed the ‘pattern’ she fired the customer, with her
husband’s encouragement. Unfortunately, in the small town in which they
operated, the jilted customer started a smear campaign against the tech and his
wife that rippled into three states, and allegedly included a phone call to a local
radio talk show.
of course there is the “Urban Rumor” story about the service tech who
accidentally killed the Chihuahua and carried it out of the basement in the
bottom of his toolbox. Can you confirm or deny it? Would you share a Truck Tale
of your own? Email me at firstname.lastname@example.org
love going out in the truck. It’s always fun and I come back with a story. As
we are approaching the front door, I say a little prayer: “May the person on
the other side of the door be friendly and mostly sane.” Each day, your service techs brave the
unknown and knock on strangers’ doors.
they deliver in rain, sleet and snow. I recently went on a call in Michigan in -20F
weather. Then the wind picked up. I’ve peeked into attic spaces where techs had
been working – all day – in a 140-degree space barely bigger than the AC unit
they were installing. Did I mention the human waste, stagnant water, moldy
spaces and other dangers?
out of that warm and comfy office. Yeah, yeah, I get it; you used to run calls
and walk 5 miles uphill both ways to school. Like childbirth, you forget the
pain. Tag along with your techs sometime and create some Truck Tales together.
Bio for Ellen…
to create an extraordinary business? Join The
Challenge at www.barebonesbiz.com You can also reach Ellen at email@example.com