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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: Bigh4u2
"It's a catch all that I'm surprised hasHASN'T been outlawed. Typing..too...fast... must.. slow...down...and..think...first...
21 posted on 07/19/2006 10:46:04 AM PDT by Bigh4u2 (Denial is the first requirement to be a liberal)
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To: ShadowAce

Why not just cancel your credit card and wait for AOL to purge you from their database?

Wait, I forgot, most AOL users are stupid.


22 posted on 07/19/2006 10:48:16 AM PDT by D-Chivas
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To: ShadowAce; maggief

Vonage is following in AOL's footsteps. They deliberately put you on hold for long periods of time, fail to port your number over for months, all to keep your monthly revenue going for as long as they can.

It't no coincidence that the song in their commercials "Woo-Hoo" was rediscovered in the movie "Kill Bill".


23 posted on 07/19/2006 10:49:54 AM PDT by TommyDale (Stop the Nifongery!)
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To: ShadowAce

AOL was a scumball operation in 1995 when I had them for 3 months and it cost me about $900.

They were a scumball operation when they merged with Time warner and all their bogus bookkeeing came to light.

They were a scumball operation when they said they were surprised by what "John" did here, and said they fired him.

It's just what they are.


24 posted on 07/19/2006 10:53:05 AM PDT by Fido969 (Don't tread on me.)
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To: ShadowAce
I had AOL billed through my checking account. When I tried to cancel, AOL continued billing me and my bank continued allowing it. I finally wound up just closing my checking accounts and going to the bank across the street. My old bank still calls wanting us to come back. Poor customer service by both entities.
25 posted on 07/19/2006 10:55:00 AM PDT by acad1228 (Faithful servant of the Dark Lord Xenu!)
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To: NY.SS-Bar9

My Dell laptop crashed, to get the support I needed (drivers) I kept getting told I needed to buy an extended warranty for only $49.95 for one year.

I finally found most of the drivers, I needed to get it up and running again.

Oh by the way, the manual I received with the laptop stated that enclosed was a driver cd.


26 posted on 07/19/2006 10:55:21 AM PDT by razorback-bert (Rush was a victim of profiling)
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To: D-Chivas

"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.


27 posted on 07/19/2006 10:55:32 AM PDT by goresalooza (Nurses Rock!)
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To: durasell

I sometimes refer to that movie as Willie Loman in his second life.


28 posted on 07/19/2006 10:56:25 AM PDT by Old Professer (The critic writes with rapier pen, dips it twice, and writes again.)
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To: AntiGuv

Actually it's pretty easy to cancel AOL. Just tell them you are leaving this country FOREVER. They will cancel it.


29 posted on 07/19/2006 11:00:45 AM PDT by NonAmerican
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To: Bacon Man; Hap; humblegunner; Allegra; Flyer

Y'all have GOT to check this out.

I wonder if this might convince my parents to ditch AOL.

Nah . . . probably not.


30 posted on 07/19/2006 11:02:27 AM PDT by Xenalyte (Anything is possible when you don't understand how anything happens.)
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To: ShadowAce
"This call may be recorded for quality assurance purposes," goes both ways.

a lot of people don't realize this.

It's mentioned at the top of the call and never again, unless they think they may have a sale.

Then some CS Rep will say " Your response will be recorded"., tell 'em sure...give me a minute here to turn my recorder.

Freaks 'em out.
31 posted on 07/19/2006 11:02:35 AM PDT by stylin19a
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To: Bigh4u2

I did the free trial, and never paid a dime for almost 3 months worth of service.

Cancelling was a pain, about a 10 minute call with some Punjabi, or whatever, but he finally accepted I was not going to pay 15/month to 'enhance my online experience' with AOLwhich i only used as a portal anyway.


32 posted on 07/19/2006 11:04:44 AM PDT by Toby06 (True conservatives vote based on their values, not for parties.)
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To: Corin Stormhands

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

Could I trouble you for a link. I might be able to use that on occation.


33 posted on 07/19/2006 11:06:00 AM PDT by dinasour (Pajamahadeen and member of the Head SnowFlake Committee)
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To: Old Professer

Note:

The Baldwin character, whose name is actually Blake, only appeared in the movie and not the B'way show. The part was written specifically for the movie...


34 posted on 07/19/2006 11:06:52 AM PDT by durasell (!)
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To: TommyDale

Glad I didn't try Vonage. I get unlimited long distance from ATT.


35 posted on 07/19/2006 11:07:12 AM PDT by CAWats (And I will make no distinction between terrorists and the democrats.)
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To: D-Chivas

Actaully this is not a good idea. You still need to cancel it. Otherwise AOL can sell your debt to the collection agency. And it was reported that AOL did.


36 posted on 07/19/2006 11:08:36 AM PDT by NonAmerican
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To: TommyDale
I was really hesitant to switch to Vonage because I'd heard about the months to port, but as it turned out, they ported me (from MCI's "The Neighborhood") in exactly twenty days, which is exactly what they said it would take.

I was stunned.
37 posted on 07/19/2006 11:10:39 AM PDT by kenboy
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To: ShadowAce

Telemarketing (outgoing calls) is dying thanks to a combination of blocking technology, caller ID, privacy measures (unlisted phones, etc.), mobile phone use, and of course the fed-up public who forced their Lobbyist ATM Withdrawal Specialists - er, Congressmen - to do something about it.

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.


38 posted on 07/19/2006 11:13:12 AM PDT by relictele
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To: kenboy

Wait until you try to port away from Vonage. One of my lines is at 76 days now.


39 posted on 07/19/2006 11:13:40 AM PDT by TommyDale (Stop the Nifongery!)
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To: dinasour

How about $4 for a month?

http://vtisp.com/


40 posted on 07/19/2006 11:13:57 AM PDT by NonAmerican
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