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AOL Retention Manual Revealed
The Consumerist ^ | 18 July 2006 | Unknown

Posted on 07/19/2006 10:24:02 AM PDT by ShadowAce

In August of 2005, America Online settled with the office of NY Attorney General Eliot Spitzer over complaints about how arduous AOL made it to cancel service. In addition to a $1.25 million fine, AOL agreed to streamline the cancellation process and submit all calls for third-party review. On June 13, 2006, Vincent Ferrari posted a recording he made of his attempt to leave America Online. It shot to national TV and revealed AOL hadn't learned the error of its ways. For "John," the call center employee heard on the tape, to deploy the kind of mental warfare heard on the tape, he had to be well-trained...

A plain manila envelope arrived on our desk this week. Inside was the eighty-one paged "Enhanced Sales Training for AOL Retention Consultants" manual. Upon opening, the flowchart, "Guide to a World-Class Retention Call," fell out.

It's amazing that the story has come this far, that Vincent could record his attempt to cancel AOL, that recording would shoot to national TV, and now, a mole has sent us incriminating company documents.

One thing quickly becomes evident after reading the pages of tips and tactics. Callers are viewed not as customers, but prospects. Under the heading, "Think of Cancellation Calls as Sales Leads," the manual reads...

If you stop and think about it, every Member that calls in to cancel their account is a hot lead. Most other sales jobs require you to create your own leads, but in the Retention Queue the leads come to you! Be eager to take more calls, get more leads and close more sales. More leads means more selling opportunities for you and cost savings for AOL.

In a public statement, AOL's Nicholas Graham claimed that John, "violated our customer service guidelines and practices, and everything that AOL believes to be important in customer care - chief among them being respect for the member, and swiftly honoring their requests." If this is true, then why is there such a complex system designed to thwart those very requests? Brevity thrives on simplicity.

To reel you back in, AOL has a six stage system:

1. Greet and Verify
2. Discovery
3. Tailored Value
4. Right Offer
5. Resolve Concerns
6. Motivate to Activate

In Vincent's call, John never got past step 2. He got stuck in "Discovery" where he used "digging" to try to get more information about Vincent. John's goal was to use this intel to build an argument for staying with AOL, and deliver what the manual calls the "tailored value." A bit of an ill-fitting suit, if there ever was one, since in his inquest, John never found out that Vincent was an IT professional.

Digging involves asking the lead questions that build a portrait of the prospect's wants, interests and needs. AOL cheerfully terms these, "WINS." From page 4-20 of the "Best Practices" section:

aol420.jpg

With respect to Vincent's computer expertise, John's attempts at digging play like a study in comedy.

VINCENT: I don't need it, I don't want it, I don't use it.
JOHN: So when you use this, is that for business or school?
VINCENT: I don't want the AOL account, can we please just cancel it?
JOHN: On June 2nd, I see 72 hours of usage...

thanksforsharing.jpg

Some sales cannot be made. There is a certain point after which you're just wasting your time. Past that, you risk enraging the customer. Then there's the point where the customer tapes the conversation and humiliates you in the national media.

"This call may be recorded for quality assurance purposes," goes both ways.

John had access to a program, "Merlin," apparently so-called for its ability to turn piss into champagne. If Vincent was more pliable, John could have used it. By clicking various responses a lead makes, the behavior matrix suggests phrases for the salesperson to utter and guide customers back to AOL's fetid bosom.

The soul of Merlin is the Member Profile Guide. It boasts four tabs, "Know," "Listen," "Feel," and "How you want them to feel." Apparently, "Manipulate" was too blunt. Each tab provides different stratagems tailored to the specific customer on the line. For instance, the "Know" tab, "identifies the Member attribute and the 'role' we should play for the member." For example, if a new member has a low amount of usage, Merlin suggests taking on the guise of a "helpful guide."

Alternatively, selecting the Feel tab gives users, "an idea of the emotions the member might be feeling and how we might appropriately respond to those feelings...in bullet point form."

The manual is full of more creepy delights, including:

• On "overcoming objections" i.e. customer's desire to not connect to watered-down version of the internet, the manual advises to, "allow your callers to talk comfortably about their concerns." By doing this you can literally, "watch their concerns and resistance drop."

• As we all know and love, the best way to "keep it real" is corporate policy mandating naturalness. That's why AOL developed, "Keep It Real"...a set of principles that will drive a world-class Member experience..."

• Then there's also this doozy from black-is-white land: "The reason that many Members are going to high speed is, because the actual internet connection is much more stable....we now have the perfect solution...a free modem." Ah yes, the hot-rodding superpower of 24kbps.

• Jason Watkins, an AOL Customer Care Consultant quoted in the manual says it best, "Consumers believe everything is a commodity, i.e. where can I buy the service for the least cost. My objective as a salesperson is to prove otherwise."

An AOL retention consultant's job is to trick consumers into being stupid.

control.jpg

It's hard to keep track of the array of tools at their AOL call center employee's disposal. There's "Member Connect," "The Discovery Wheel," "eSource," "ASQ," "CSS," "FBB's," "WINs," and "Drill Down Questions." Operators get advice and coaching from their team leaders and fellow employees. With over 60,000 calls a day, the sales force continually hones its craft.

To AOL's credit, John seems to have missed the section that advised to, "Never get angry with the Member...Don't criticize the Member by saying things like "you don't have to be so difficult with me" or "you're impossible to deal with." Maybe that's because most of the manual is devoted to overcoming customer's objections and selling them on AOL's awesomeness.

"Traditionally, when companies have profitable but shrinking businesses, like AOL's access service, they try to milk as much money as they can from them without investing new cash.," reported the New York Times on July 10th. The article hinged around CEO John Miller's proposal in two weeks time before his Time Warner overlords for a bold revamp of AOL's services. Included in the proposition are said to be plans to eliminate retention consultants entirely.

Instead of investing in a system that people actually wanted to use, AOL created a system for duping customers into not exercising their right to leave for cheaper, higher-quality services. Behind the rhetoric of "Member Services" and "World Class Value" are suits that see their members as spreadsheet numbers. The suits sleep soundly as long as one column is kept high and the other low.


UPDATE: Full copy of the AOL manual here


TOPICS: Business/Economy; Miscellaneous; Technical
KEYWORDS: aol; crookedcompany; customerdiservice; givemeyourcreditcard; internet; isps; thematrix
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1 posted on 07/19/2006 10:24:04 AM PDT by ShadowAce
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To: rdb3; chance33_98; Calvinist_Dark_Lord; Bush2000; PenguinWry; GodGunsandGuts; CyberCowboy777; ...

2 posted on 07/19/2006 10:24:23 AM PDT by ShadowAce (Linux -- The Ultimate Windows Service Pack)
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To: ShadowAce

The way to get rid of AOL is to state firm but token intent to cancel until the point that they offer you a month (or however long) free in order to try them out a bit longer. Then, take them up on that and call back in two weeks to cancel anyhow. It'll be very quick the second time around.


3 posted on 07/19/2006 10:30:47 AM PDT by AntiGuv ("..I do things for political expediency.." - Sen. John McCain on FOX News)
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To: ShadowAce
More leads means more selling opportunities for you and cost savings for AOL.

AOL thinks of customers the way the government thinks of taxpayers, except that you can't opt out of paying taxes.

4 posted on 07/19/2006 10:32:00 AM PDT by E. Pluribus Unum (Islam Factoid:After forcing young girls to watch his men execute their fathers, Muhammad raped them.)
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To: ShadowAce

thanks


5 posted on 07/19/2006 10:32:00 AM PDT by soccer_maniac (Fine employers $100,000 for every illegal employee they hire-> millions of illegals will self-deport)
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To: ShadowAce

bump


6 posted on 07/19/2006 10:33:53 AM PDT by lesser_satan (EKTHELTHIOR!!!)
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To: ShadowAce

I had one experience with AOL. I had to work on the bosses computer, it had crashed because of installing AOL. I removed the offending file and called AOL support to see if they had a fix.

From what I can tell, at that time, they had their call queue set up to automatically drop calls after the queue got to a certain size. I was never able to get through to their tech support.

Nothing like crappy customer service on top of crappy software.


7 posted on 07/19/2006 10:34:00 AM PDT by stylin_geek (Liberalism: comparable to a chicken with its head cut off, but with more spastic motions)
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To: AntiGuv; ShadowAce
The way to get rid of AOL is to state firm but token intent to cancel until the point that they offer you a month (or however long) free in order to try them out a bit longer. Then, take them up on that and call back in two weeks to cancel anyhow. It'll be very quick the second time around.

A couple of years back I did the free 30-days offer from AOL so that we would have Internet access at the beach. When I got home and tried to cancel, the phone call took me 45 minutes.

Fortunately I've now found a company that provides dialup for the week.

8 posted on 07/19/2006 10:34:35 AM PDT by Corin Stormhands (HHD: Join the Hobbit Hole Troop Support - http://freeper.the-hobbit-hole.net/)
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To: ShadowAce

All your Interweb are belong to AOL.


9 posted on 07/19/2006 10:35:10 AM PDT by Trampled by Lambs (I think, therefor I Zot!)
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To: ShadowAce; MeekOneGOP; Conspiracy Guy; DocRock; King Prout; SandyInSeattle; Darksheare; OSHA; ...
Welcome back to AO-HELL!

[Follow-up to On Tape: Rep Won't Let Customer Quit AOL]


10 posted on 07/19/2006 10:35:17 AM PDT by Slings and Arrows (Pray for peace, prepare for war.)
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To: ShadowAce

We're adding a little something to this month's sales contest. As you all know, first prize is a Cadillac Eldorado. Anybody want to see second prize? Second prize is a set of steak knives. Third prize is you're fired
--Glengarry Glen Ross


11 posted on 07/19/2006 10:36:07 AM PDT by durasell (!)
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To: TommyDale

ouch!


12 posted on 07/19/2006 10:36:49 AM PDT by maggief (and the dessert cart rolls on ...)
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To: ShadowAce

These are the new leads. These are the Glengarry leads. To you, these are gold; you do not get these. Because to give them to you would be throwing them away.


13 posted on 07/19/2006 10:39:07 AM PDT by durasell (!)
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To: ShadowAce

Hmmm. I wonder at which stage "no" is.

My attempt at cancellation went like this:

Me: I'd like to cancel this account.

Rep: No.

Me: What do you mean, no? I want it cancelled!

Rep: No, I'm not going to cancel it.




14 posted on 07/19/2006 10:39:24 AM PDT by I still care ("Remember... for it is the doom of men that they forget" - Merlin, from Excalibur)
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To: ShadowAce

It was easy for me to ditch AOL. My HD crashed and I didn't want to fix it right away. I called and said my computer was dead. As I recall, they tried to dig for info about when I was going to get a new computer and I simply said I wasn't.


15 posted on 07/19/2006 10:41:32 AM PDT by DungeonMaster (More and more churches are nada scriptura.)
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To: ShadowAce
I think Dell has taken a page from this manual. I called to inquire about an Employee Purcahe Plan discount and the conversation was bizzare to say the least.

Me: I am calling to see how much I save with my EPP.

Dell: So, what do you use your computer for?

Me: I am just trying to figure out this disount.

Dell: Have any kids? How old?

This went on for 45 minutes and three sales reps before I found out I would save about $20. if I went with the three year warranty.

No thanks Dell, I am going to build my own.

16 posted on 07/19/2006 10:41:45 AM PDT by NY.SS-Bar9 (DR #1692 Diligentia, Vis, Celeritas)
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To: ShadowAce

Two things wrong with AOL.

1.Their so-called 'free trial' isn't, if you're not smart enough to understand that YOU must cancel after the trial period or be charged for the service.

2.AOL sucks!


17 posted on 07/19/2006 10:41:50 AM PDT by Bigh4u2 (Denial is the first requirement to be a liberal)
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To: durasell

And there is no such thing as a no sale call. A sale is made on every call you make. Either you sell the client some stock or he sells you a reason he can't. Either way a sale is made, the only question is who is gonna close? You or him? Now be relentless, that's it, I'm done.

-- Boiler Room (actually one of Ben Affleck's few decent performances)


18 posted on 07/19/2006 10:43:57 AM PDT by dfwgator
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To: ShadowAce
""Traditionally, when companies have profitable but shrinking businesses, like AOL's access service, they try to milk as much money as they can from them without investing new cash.," reported the New York Times on July 10th."

Does anyone else think that this statement is sublimely ironic, in light of recent changes at the NYT?
19 posted on 07/19/2006 10:44:38 AM PDT by USFRIENDINVICTORIA
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To: Bigh4u2

I forgot. There is a 3rd thing wrong with them.

3.AOL's installation disk is automatic, and if you don't 'cntr-alt-del' it, then you are signed up and running before you know it.

If it were really a 'free trial' then the option of installation should be yours and the free trial period should 'expire' just like any other software!

It's a catch all that I'm surprised has been outlawed.


20 posted on 07/19/2006 10:44:41 AM PDT by Bigh4u2 (Denial is the first requirement to be a liberal)
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