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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: AntiGuv
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.

I fully agree. That's exactly how it worked with me. It's even better if when you call back the second time, their records show no account activity since you last called. It will be a short quick call and you will be cancelled on the spot.

61 posted on 07/19/2006 11:48:16 AM PDT by FreedomCalls (It's the "Statue of Liberty," not the "Statue of Security.")
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To: relictele
Unfortunately, this has failed to convince the marketing weenies and they now view all incoming calls (support, service) as sales opportunities - even when the customer wants to terminate due to horrible service, substandard/defective products, high prices, etc. This "Verify" stuff has become pervasive....they have all your information on a screen in front of them but want to ask 10x about address, e-mail, etc. etc. It's supposed to build rapport but I refuse to play the game if and when I have to phone any company. I tell them you have what you need - let's move onto the action steps.

Testify! I recently went through some problems when my ISP started reconfiguring to offer VoIP. They knocked out my internet service for almost 2 weeks. I had repairmen out to the house every day, made multiple phone calls to customer service every day. Every call to customer service I had to repeat my phone number, account number, and home address at least 3 times before I heard the phrase, "Let's see what we can do about getting your internet service restored, then we can take a look at your account and see if we can offer you any additional services."

I kept telling them the only service I was interested in was internet service, and they were doing a lousy job with that, so I sure wasn't interested in even listening to the sales pitch for cable tv or VoIP.

62 posted on 07/19/2006 11:59:32 AM PDT by JavaTheHutt (I'm JavaTheHutt, and I approve of this message.)
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To: ShadowAce

My experience with AOL was short, and I think more painless that it would be today in similar circumstances.
I was travelling a lot at the time, and needed service with national reach in the days before hotels went broadband. Back then if you wanted to connect in OKC, San Francisco, and Atlanta all in the same week, you almost had to have AOL.

Instead of installing their software, I called in to set up an account. After waiting on hold for roughly an hour (I love speakerphone), told them I was not particularly interested in free trials or software packages. I simply needed to set up an account, and get a logon username and password. What worked in my favor was that my intentions were beyond the grasp of the phone-schmuck.

He literally had no idea how I was going to connect without installing the software (I know because he told me so) and almost laughed at me as he took my information and established the account - I think he figured he just had the easiest sale of his life. In his mind I was some dope who was going to pay for service I couldn't use.

Then, after another 45 mins on speakerphone hold I got a tech rep, told him I just wanted to verify my system setup for when I travel, and asked if I could have the DNS information. He gave it to me in about 10 seconds. And, voila, there I was. Manual set up, no AOL software, and connected. Occassionaly I would use their automated line to get a local access number while on the road, but I never once had to deal with a 'live' person at AOL again.

Cancelling? I used a company AMEX. When my company was sold the AMEX accounts changed, and by then my need for dial up was gone.


63 posted on 07/19/2006 11:59:39 AM PDT by BlueNgold (Feed the Tree .....)
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To: NonAmerican

The problem was that I called and canceled but they still kept billing my card.

That's when I canceled the card. I have never gotten a collection letter.


64 posted on 07/19/2006 12:04:39 PM PDT by Overtaxed
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To: Overtaxed

technically, they can. And be sure to check your credit report to see any negative items.


65 posted on 07/19/2006 12:13:56 PM PDT by NonAmerican
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To: Leatherneck_MT

Never used AOL myself, so I'm thankful that I saved myself the grief!


66 posted on 07/19/2006 12:18:07 PM PDT by derllak
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To: durasell

"The first rule, you'd know it if you ever did a day in your life: you NEVER open your mouth, until you KNOW what the shot is."


67 posted on 07/19/2006 12:26:19 PM PDT by Heyworth
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To: USFRIENDINVICTORIA

OUTSTANDING!!!!!!


68 posted on 07/19/2006 12:38:39 PM PDT by nascarnation
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To: Overtaxed

-we had trouble with a local company, we called our credit card company and they quit allowing payments to go through. Nice and tidy......when they called me to see about reinstating the automatic payment we laughed at them. It was great.


69 posted on 07/19/2006 12:46:00 PM PDT by tioga
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To: Toby06

I just called to cancel a few weeks ago having joined in March 1998 (when I started reading FR). Punjabi offered me a deal I couldn't refuse, considering I'd lose all my email. He said 3 months free, then $5/month ever after with no raises! How can I refuse?

Here's the catch though: recently AOL has started attaching flashing advertisements to your emails. Thus if you want to read even one email, you have to click and move the letter down so the flashing ads don't blind you! Now I'm really thinking they've gone too far. Especially because hotmail offers $20/year with no ads.


70 posted on 07/19/2006 12:47:28 PM PDT by The Westerner
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To: The Westerner

Comcast cable allows you to forward all your e-mails.


71 posted on 07/19/2006 12:48:41 PM PDT by Toby06 (True conservatives vote based on their values, not for parties.)
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To: Xenalyte

My favorite Dorothy Parker quote:

I like to have a martini,
Two at the very most.
After three I'm under the table,
after four I'm under my host.


72 posted on 07/19/2006 12:50:14 PM PDT by B-Chan (Catholic. Monarchist. Texan. Any questions?)
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To: Toby06

I don't have comcast. The issue is saving my aol email to a file on my computer. AOL won't let you do it. They have a .pfc file that can't be moved. I called to ask about it and the tech guy said I would be able to access all of my old emails by leaving the aol software on my computer. He said I don't have to sign on to read it.


73 posted on 07/19/2006 12:51:33 PM PDT by The Westerner
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To: ShadowAce
IMO AOL is the biggest virus on the planet (OK maybe its technically a Trojan horse). If you have kids, it seems like every kids software comes with an AOL loader ready to go. And they always make it seem like this is part of the program you bought, so you should go ahead and install it. For anyone who is unaware - BAM! they got you.
74 posted on 07/19/2006 12:54:52 PM PDT by azemt (Where are we going, and why are we in this basket?)
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To: ShadowAce

PLEASE PLEASE PLEASE someone give me an AOL phone number so I can cancel NOW. It won't even load up on my puter any more and they're not listed in the Seattle phone book.

Lately they've lost most of my mail and my friends get their missives to me back as undeliverable. And I'm paying a whopping $29.50 for a family plan automatically billed to my credit card.

HELLLLLLLLLLPPPPPPPP!!!!!!


75 posted on 07/19/2006 1:05:05 PM PDT by Veto! (Opinions freely dispensed as advice)
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To: Veto!

bump and waiting on # also to cancel my AOL.


76 posted on 07/19/2006 1:13:29 PM PDT by ßuddaßudd (7 days - 7 ways Guero » with a floating, shifting, ever changing persona....)
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To: Veto!
AOL Account Cancellation:

1-888-265-8008

Prepare yourself for the worst. Repeat, "I just want to cancel the account today." Don't answer their questions.

Good luck, you will need it.

77 posted on 07/19/2006 1:16:03 PM PDT by TChad
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To: Veto!

Also, call your credit card company after you cancel, and tell them that you want no more payments made to AOL. I have read that AOL sometimes "forgets" cancellations and continues their automatic billing.


78 posted on 07/19/2006 1:23:06 PM PDT by TChad
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To: TChad

Many many thanks....I'll let you know how it goes. I can be incredibly bitchy so should have no problem.


79 posted on 07/19/2006 1:34:59 PM PDT by Veto! (Opinions freely dispensed as advice)
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To: Overtaxed

I`ve had them both,AOL & Earthlink,I thought Earthlink was even
worse than AOL.

Bell South, it`s very good,though a little involved to install on a Mac.


80 posted on 07/19/2006 1:49:32 PM PDT by 31M20RedDevil ( Washington Times:unbelievable that an American paper would help terrorists.)
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