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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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To: I still care

I'd think the proper answer to that is, "Fine by me. Keep it open until the end of time . . . but I'm canceling that credit card/closing that bank account, so AOL will get no money for the account you refuse to cancel."


41 posted on 07/19/2006 11:13:59 AM PDT by Xenalyte (Anything is possible when you don't understand how anything happens.)
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To: dinasour

AFAIK, these guys are just on the Outer Banks, NC

http://www.aginet.com/


42 posted on 07/19/2006 11:15:33 AM PDT by Corin Stormhands (HHD: Join the Hobbit Hole Troop Support - http://freeper.the-hobbit-hole.net/)
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To: Bigh4u2
3.AOL's installation disk is automatic

Yeah, but someone has to decide to put the CD in the drive.

(Sadly for me, that someone was my mom.)
43 posted on 07/19/2006 11:17:27 AM PDT by Xenalyte (Anything is possible when you don't understand how anything happens.)
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To: Xenalyte

if all the free discs and CDs that AOL has distributed were stacked end-to-end, I wonder how many times it would circle the globe?


44 posted on 07/19/2006 11:19:58 AM PDT by nascarnation
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To: Xenalyte

The only thing I find useful from and AOL CD is the Internet Explorer installation.

I usually just hold the left shift key when inserting the disk so it doesn't 'autorun'.


45 posted on 07/19/2006 11:20:12 AM PDT by Bigh4u2 (Denial is the first requirement to be a liberal)
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To: D-Chivas
Wait, I forgot, most AOL users are stupid.

Xena's Mom and Dad have three college degrees between the two of them. They have raised three successful and relatively adjusted children and are looked on with high favor in their community. They have both established and run companies for years. They are anything but stupid . . .

. . . but for some inexplicable reason, they are freakin' wedded to AOL.

Nothing I can say, do, or show them will convince them that AOL sucks and they must leave it. I've even offered to do the switch myself - I will personally redirect their e-mail boxes, retype their address books, and get their instant messengers set up. No sale.
46 posted on 07/19/2006 11:20:26 AM PDT by Xenalyte (Anything is possible when you don't understand how anything happens.)
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To: nascarnation

Dude, that is a wonderful and profound question. With your permission, I will submit it to Cecil Adams, world-class know-it-all and proprietor of The Straight Dope. I will promptly report any answer I might receive.


47 posted on 07/19/2006 11:22:35 AM PDT by Xenalyte (Anything is possible when you don't understand how anything happens.)
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To: goresalooza
"Why not just cancel your credit card and wait for AOL to purge you from their database? "

That is exactly what I tell my aol pals...LOL! Works every time, too...simply amazing. AO-hell doesn't like not getting that $23.95 a month for their lousy service.

We did cancel a credit card, but not AOL and we forgot to transfer the payments to a new card. AOL kept on billing the old card and because dh was honest he accepted responsibility. The credit card company should have refused charges right away and we would have gotten things straightened out right away. Anyway the credit card company erased late charges but didn't clear charges on late charges and we have an unending mess.

Mrs VS

48 posted on 07/19/2006 11:24:51 AM PDT by VeritatisSplendor
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To: nascarnation

And for some reason, your question brings to mind one of the quips uttered by the inimitable Dorothy Parker, may God rest her incandescently wicked soul: "If all the girls at Yale prom were laid end to end, I wouldn't be at all surprised."


49 posted on 07/19/2006 11:24:53 AM PDT by Xenalyte (Anything is possible when you don't understand how anything happens.)
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To: ShadowAce

Just cancel the credit card. I had to do this with both AOL and Earthlink.


50 posted on 07/19/2006 11:25:43 AM PDT by Overtaxed
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To: Xenalyte
>Nothing I can say, do, or show them will convince them that AOL sucks

Space is deep. People
are weird. Ayn Rand used to like
Charlie's Angels. Blech.

51 posted on 07/19/2006 11:25:43 AM PDT by theFIRMbss
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To: I still care

The golden rule of sales is to persist up to seven "no's".

AOL outlived it's usefulness years ago. It was the general store. The internet is the shopping mall. Just because the general store is glued to one of the entrances to the shopping mall, it doesn't mean it is the only way in.

In fact, it's the WORST way in.


52 posted on 07/19/2006 11:28:42 AM PDT by RobRoy (Islam is more dangerous to the world now that Naziism was in 1937.)
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To: ShadowAce

I think the proper approach would be the one I used: after identifying myself I simply answered any sales question with "Cancel my account."

So what do you do for a living?

Cancel my account.

Do you have any hobbies?

Cancel my account.

Was there a part of AOL you especially liked?

Cancel my account.

Why are you so adamant about leaving AOL?

Cancel my account.




They did, in fact, cancel my account...in one phone call.


53 posted on 07/19/2006 11:30:16 AM PDT by Petronski (Living His life abundantly.)
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To: RobRoy

We had a deal at work where we could get AOL for 4 bucks a month. I had broadband, but set up the account and gave it to an elderly neighbor who took some interest in the internet. When she passed away, I had to do the cancellation thing. It took about 30 minutes, but I got there more thru persistance than screaming.
Non illigitimus carborundum, LOL


54 posted on 07/19/2006 11:33:09 AM PDT by nascarnation
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To: Overtaxed

http://www.complaints.com/november2003/complaintoftheday.november20.9.htm&e=9797

quote:

This past summer AOL was unable to charge our credit card anymore and in September we get a collection letter for $47.


55 posted on 07/19/2006 11:34:26 AM PDT by NonAmerican
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To: NonAmerican
>How about $4 for a month?

Thanks. That looks pretty good. I just want to check my email occasionally (and FR of course, I'm seriously addicted) from the road, but 19.95/month is way too much for something that I might use once a week or so.
56 posted on 07/19/2006 11:37:06 AM PDT by dinasour (Pajamahadeen and member of the Head SnowFlake Committee)
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To: ShadowAce; derllak

This is the very reason I tell all of my customers who use or have used America OFF-line, to cancel that POS just as fast as they physically can.


57 posted on 07/19/2006 11:37:14 AM PDT by Leatherneck_MT (In a world where Carpenters come back from the dead, ALL things are possible.)
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To: nascarnation
The answer seems to be twice.

You piqued my curiosity, so I Googled "AOL free disks circle the globe" and got 163,000 hits. Here's an excerpt from a Californian "greenie" site:

• If the more than 400 million AOL ‘junk disc’ packages were laid end to end, they would circle the globe…twice!

http://www.democracyinaction.org/dia/organizationsORG/CAW/campaign.jsp?campaign_KEY=1564
58 posted on 07/19/2006 11:39:04 AM PDT by USFRIENDINVICTORIA
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To: Xenalyte
These days, if all the girls at the Yale prom were laid end to end, there'd be a new world record for the number of cases of alcohol poisoning the next day.

SM '72

59 posted on 07/19/2006 11:41:19 AM PDT by SAJ (Who doesn't jump is a French! (FReeper 'an italian') Wonderful comment!)
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To: E. Pluribus Unum
AOL thinks of customers the way the government thinks of taxpayers, except that you can't opt out of paying taxes.

I think there's some question about whether you can opt out of AOL.

60 posted on 07/19/2006 11:43:21 AM PDT by gogeo (The /sarc tag is a form of training wheels for those unable to discern intellectual subtlety.)
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