Inside Carrot: 3 Leadership Lessons From The Front Lines Of Customer Success
Working the front lines of any business can feel like you’re the grunt worker or the person that’s completely expendable. You’ll hear folks tell you to delegate basic tasks and hire someone who can help answer client questions. That these tasks aren’t the ones that will take you to the next level. Because of this perception, being hired or working those support-based positions can seem like a chore or like it’s the bottom of the rungs on the corporate ladder, but we believe differently at Carrot. We believe that you can’t have a great product or team unless it starts from those initial interactions — which is why it’s best to hire great leaders, even on the front lines — because the front line is where leaders are built. I could dive into many reasons this is applicable but will limit this to three leadership lessons that I — Andre, a Customer Success Hero — have learned at Carrot from helping our team answer over 100 inquiries every single day. Customer Success Lesson #1: Put Yourself In The Place Of Your Prospects In support, we throw out a lot of information immediately and it can even be overwhelming if you have used websites before and focused your efforts toward online marketing. It’s drastically more confusing if you have never touched a website before. And then you login and see our system… and holy cow! Imagine all of the terms we will throw your way — from setting up a domain and seeing TTL, CName, 301 redirects, MX Records, A Records, IP Addresses. Then imagine hearing about keywords and keyword phrases, longtail and shorttail, and trying to decipher if they’re the same things and which you really need to use. Then you have SEO for real estate and PPC for real estate, Paid Traffic, Retargeting, USP, and so many other terms! Where do you start? Where do we start? That’s kind of what it feels like when you’re asking support teams questions, isn’t it? You’ve faced this in the real estate industry, as well. Typically, it happens when a motivated seller approaches you and they’ve reached a point of being overwhelmed and need help — quickly! Let’s face it, supporting those you serve and your business is all about triaging and facing each situation with brand new eyes and an open heart. And above all, understanding where that person is coming from and their experience level. Here are a few ways to help put yourself in someone else’s shoes and find a way to best serve them: Ask clarifying questions. Find out what problems the person is experiencing. Find out what interests they have/what excites them. When you take the time to get to know your prospects — their story and hopes and dreams — then you know how best to approach someone’s situation and what their next step and yours should be. Customer Success Lesson #2: Be Lovingly Honest You can’t buy everyone’s house. You can’t work with every investor. And Customer Success teams have difficult conversations. One conversation we have regularly is when we find copyrighted information and have to respond. When people scrape our site and content, the support team has to tell them to take the content down. And, as you might expect, that’s an uncomfortable conversation to have. One day, I found myself in a situation where it was an actual Carrot customer that was scraping our content. That’s a big no-no. Our terms explicitly prohibit this. What’s worse? This person had been a customer for about two years. It was a hard conversation and not one that I looked forward … Continued