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Ask INVISION: February 2015

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Calling patients boosts your business

Our practice growth has stalled. What’s a quick, low-cost suggestion for getting back on the growth path?

Start burning up those phone lines, says Bob Levoy, author of 201 Secrets Of A High-Performance Optometric Practice. Have a staff member call 25 randomly selected “inactive” patients who haven’t been back for two or three years and say, very simply: “In reviewing our records, I see that you have not had a comprehensive eye examination since (date). I’m calling to see if you would like to make an appointment at this time.” That’s all you need to say, says Levoy. No long explanation, no sales pitch, no scare tactics. You’ll be surprised by how many clients had lost track of time, or had been waiting for you to call them. (By the way, when someone does make an appointment — through this or any other method — don’t forget to ask if there’s anyone else in the family who needs an eye exam, too.) Once you finish your first 25 patients, we’re confident you’ll see the value in calling another 25, then another 25, then another …


This year, our goal is better customer care. But people don’t seem to be getting the message. Have any ideas we can try?

One way to reinforce service is to acknowledge and reward it during staff meetings. Mary Hollis Stuck (now at Eye Associates of Cayce/West Columbia in South Carolina) says that when she worked as manager of The Eye Doctors in Tampa, FL, her boss, Dr. Sam Teske, would take a few minutes in each staff meeting to acknowledge anyone who had been singled out by customers for exceptional service. For example: “Suzy was super helpful with explaining my insurance at the front desk.” Everyone would clap, then the owner would hold out a handful of envelopes and invite the staff member to select one. (Envelopes contained $20 gift cards to local restaurants, book stores, or gas stations.) Give it a try. It will make everybody feel good about providing great service.


I realize I’m not always a personality-plus person. How can I get my customers to like me more?

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Rick Segel, author of the Retail Business Kit for Dummies, says it best: “I don’t care how good your prices or products are. If I don’t like you, I’m not doing business with you.”

This is tough talk for those who feel their people skills need a little honing. In his crash course on getting people to like you, Segel says the most important thing is “harnessing the power of a compliment.” One of INVISION’s favorite tactics is to praise the eyewear your customers are wearing. It’s not just a good way to greet a potential buyer, it also provides a lead-in to a sales pitch. But don’t forget to offer a word of praise on other possessions like jewelry, clothing and handbags.

Segel cautions that compliments on physical appearance could could cause problems in this age of frequent sexual harassment lawsuits. But a flattering comment about a new makeover or hairstyle is safe. Even safer: Praise a customer’s personality. If a customer has made your day with his outgoing qualities, let him know. (“Gosh, I haven’t had so much fun serving anybody in a long time!”)

One last winning approach is to offer a kind word on a customer’s choice of jewelry during a sales presentation. Segel likens this use of praise to being served by a top-notch waiter in a fine restaurant. When he says, “An excellent choice of entrée, sir!” doesn’t that make you feel good? It sure does. Especially when you’re with someone else and trying to make a good impression.


Change your title to make yourself stand out.

How can I spice up my job title?

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If you’re an entrepreneur, you could definitely do with a cool job title, says Scott Ginsberg, author of The Power of Approachability. “This is a perfect way to show customers that you are That Guy,” he says. “For example, I always write ‘Author/Speaker/That Guy With The Nametag’ on my materials. Because that’s what I do! And people love it.” For an eyecare business owner, some that might work would be “Head Visionary,” “Sight Facilitator” or even, taking a cue from Ginsberg, “Owner/Optician/That Guy With the Cool Eyewear.” Whatever you do, Ginsberg says: “Get creative. Find a way to make your designator stand out.”


What would happen to my store if I died unexpectedly?

Assuming you have a living will, it would go to your designated heir(s). If you don’t, state law (“intestate succession” statutes) usually takes charge of your estate. “Each state has precise laws about who gets what when there is no will, and there are differences among the states,” writes Norman M. Boone, a renowned financial adviser. “In California, for example, the spouse inherits all the deceased spouse’s community property, but the separate property is shared with the children. In New Jersey, your spouse gets the first $50,000 of your estate and one-half of the rest; your children get everything else. If the children are minors in either state, then the court appoints someone to manage their property (your business!). The children receive their inheritance at age 18. For singles, the assets are parceled out to relatives in an order determined by state law. Usually children, parents and then siblings are first in line. Friends, lovers or charities are left out.”

Without a will, there is always a chance the estate will be fought over by the above claimants, a process which can drag out and potentially ruin a business. Don’t like those prospects? What are you waiting for? Write that will!

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Stop Setting SMART Goals, Set Vague Ones and More Questions for February

Plus how to handle suspected shoplifters and under-performing salespeople.

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After reviewing my sales team’s performance for the holiday season, I found I have one who underperformed hugely. She’s a lovely person but her numbers just don’t improve. Do we just persist with training?

It sounds like she has the right attitude and work ethic to succeed, just not in sales. Almost anyone can learn how to describe a product’s features (the knowledge), they can even learn how to ask the right open-ended questions to elicit a customer’s exact needs (a skill), but they’ll never learn how to push that prospect to get excited about a particular pair of glasses or a new vision technology and to commit at exactly the right moment. That is a talent some people just seem to be born with, says Marcus Buckingham, a leader of the play-to-people’s strengths school of business management. And besides, if she’s the worst performer in your store, she can’t be enjoying the work. It’s time to go your separate ways.

How do you suggest handling someone who is shoplifting in my store?

It’s good you’re asking; this is definitely an area where you do not want to be winging it, says Elie Ribacoff, president of New York-based Worldwide Security. Your policy on handling a suspected shoplifter should be part of your store or practice’s manual and developed in consultation with a qualified attorney, or local police to ensure laws are followed and that prosecution is effective. State laws vary but as a general rule suspicion is never enough — you need to observe the crime take place. As for confronting the person, there are obvious risks in confronting shoplifters. They may be violent, armed or working as part of a gang. And then there are the legal risks of trying to detain someone. As a general rule, it is nearly always better to be a good witness than to botch an arrest, says Ribacoff. Usually, the best approach is to have someone with a cellphone discreetly follow the shoplifter after he or she exits the store, and lead police to them.

Year after year, I set carefully plotted SMART goals for my staff, but we never attain them. Any idea what we’re doing wrong?

To the rational mind, it’s hard to argue with the S.M.A.R.T. mnemonic — Specific, Measurable, Achievable, Relevant, and Timely — when it comes to goals. Except, of course, when it comes to managing humans, it’s best to be wary of anything that gives off the clinical odor of rationality. In the place of SMART goals, we thus propose an experiment for you: This year, try some Vague and Seemingly Irrelevant goals (yep, the sort of targets that can’t even be counted on to form a clever acronym). Clear goals such as “increase sales by 20 percent” can be motivating, but also set extra hurdles to fail at, which can throw the human mind into a tizzy. Vague goals, on the other hand, can be liberating.

As for “seemingly irrelevant,” the key word is the first: “seemingly.” This is management at a higher level. Identify the secret drivers to business success, be it the cheery baristas at Starbucks or the actions in your store that result in a positive review on social media, and you may actually get the specific financial results you desire. In his book The Antidote: Happiness For People Who Can’t Stand Positive Thinking, Oliver Burkeman tells the story of a Formula One pit crew whose members were told that they would no longer be assessed on the basis of speed targets; they would be rated on style instead. Instructed to focus on acting “smoothly,” rather than on beating their current record time, they wound up performing faster.

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Lifting Your Business Out of Mediocrity and More Questions for January

And how to share chores among staff to make sure they get done.

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I have two good candidates for the position of office manager, but I can’t decide between them. Can you suggest a tie-breaker?

Toss a coin and let fate be your arbiter. If they’re both equally appealing candidates and you can’t reduce the uncertainty by doing further research or interviews or trial runs, then your decision doesn’t much matter. That likely sounds like rash advice, but this paralysis you’re experiencing has a name: Fredkin’s Paradox. The computer scientist Edward Fredkin summed it up as, “The more equally attractive two alternatives seem, the harder it can be to choose between them — no matter that, to the same degree, the choice can only matter less.” To be sure, it will probably turn out to have mattered in hindsight, but by then it’ll be too late. Given that you’re unable to know how things will turn out, overthinking this one — or any similar tough choice — is futile.

How do you share the chores among staff fairly and in a way that is easy to enforce?

Store consultant David Geller feels he knows well the issues you’re facing. “Typically, we as store owners, when something isn’t done, pick our favorite person who is always willing to help to do what others should have done,” he says. “It’s not fair.” To create a system that IS fair, he suggests breaking your staff into groups and rotating the responsibilities. “Put some easy chores with some bad ones like vacuuming and cleaning the bathroom,” he says. The people whose names are under the different groups of chores (see table) do them for only one week, and then they move onto the next group of tasks. This shares around the bad and light chores and also makes it easy for the store owner to raise the issue when a job needs doing. “After doing this, I no longer need to complain to a person, I complain to a group,” Geller says.

Tell me, how do I lift my store out of the rut of mediocrity?

It’s said the toughest test of a manager is how they address lackluster performance. The reason is because it’s not so much about issuing dictates and drawing up policy as it is about fostering a culture that accepts nothing but excellence. Indeed, according to work by Brigham Young business school on high-performing teams, peers manage the bulk of the heavy lifting when it comes to maintaining standards. Counterintuitively, it is in mediocre teams that bosses must enforce standards and are the source of accountability. But how to get to that almost mythical land of self-enforced high standards? Joseph Grenny, a social scientist and author of Crucial Accountability, gives four leadership practices that can help: Start by showing the consequences of mediocrity, to connect people with the experiences, feelings, and impact of bad performance. Set clear goals and explain why they are important. “Use concrete measures to make poor performance painfully apparent,” says Grenny. Establish peer accountability so that people feel comfortable challenging one another when they see mediocrity. And be quick to defend the high standards. A chronic poor performer is an impediment to your goals. How you handle this situation will let your team know whether your highest value is keeping the peace or pursuing performance. “When you ask a group to step up to high performance, you are inviting them to a place of stress — one where they must stretch…where interpersonal conflicts must be addressed,” says Grenny. “If you shrink from or delay in addressing this issue … you send a message to everyone else about your values.”

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Promoting Healthy Competition and More Questions for Year’s End

Also, proper staff gift-giving etiquette and getting the most out of staff trainers.

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How do I tease out a prospective hire’s innate strengths and weaknesses during an interview?

Marcus Buckingham, a leader of the strengths-based school of business management, suggests asking this question (and revisiting it periodically if you do hire the person): What was the best day at work you’ve had in the past three months? “Find out what the person was doing and why he or she enjoyed it so much,” he says, adding it’s key to keep in mind that a strength is not merely something someone is good at. “It might be something they aren’t good at yet. It might be just a predilection, something they find so intrinsically satisfying that they look forward to doing it again and again and getting better at it over time.” The theory is that the best businesses are those that fully leverage the strengths (unbridled upside) of their employees as opposed to trying to fix up their weaknesses (never more than incremental gains).

Podcast: Is Eyecare in Canada Really More Like the US Than We Think?
INVISION Podcast

Podcast: Is Eyecare in Canada Really More Like the US Than We Think?

Podcast: What Exactly Does it Take to Become America’s Finest Optical Retailer?
INVISION Podcast

Podcast: What Exactly Does it Take to Become America’s Finest Optical Retailer?

Podcast: Why Optical (and Especially Optical Retail) Is Lagging Behind Other Industries
INVISION Podcast

Podcast: Why Optical (and Especially Optical Retail) Is Lagging Behind Other Industries

How can I promote competition among staff without it turning my store into the setting of Lord Of The Flies?

The key to fostering healthy competition, according to new research done by a team at Harvard Business School, lies in how you communicate the competition. When employees feel excited, they’re more likely to come up with creative solutions and new ways to better serve customers. When they feel anxious or worried they might lose their job or be publicly humiliated, they’re more likely to cut corners or sabotage one another. Leaders can generate excitement by highlighting the potential positive outcomes of competition (such as the recognition and rewards that await outstanding performers) rather than creating anxiety by singling out low performers (think of the steak knives scene in Glengarry Glen Ross).

What is proper etiquette for gift-giving in the workplace?

Your watchwords should be considerate, fair, and inclusive. Aim for gifts that can be shared and enjoyed by everyone such as food. (If people have diet restrictions, they can simply pass on the offering without making a big fuss.) If you do decide to give gifts to every staff member, steer clear of knick-knacks. Most people can barely see their desks as it is. The last thing they need is another coffee mug or pen-and-pencil set. Keep it clean. Do not consider gag gifts that rely on sexual innuendo or ethnic stereotypes to be funny. Do not give anything that could remotely be considered intimate. And be generous down the chain. Give your assistant or intern at least as nice a gift as the one you give your manager.

I’d like to hire a trainer for my staff, but I’m worried about the return on investment?

Our reason for existing at INVISION is to make ECPs better ECPs, and we believe professional trainers can help you enormously. To get your money’s worth, focus on two things: 1.) Hard skills. Overinvest in training that helps to increase ability versus motivation. Yes, it’s nice to have your staff leave a training session all fired up, but for lasting results that will give you that return on your investment, focus on small but vital aspects of your staff’s sales skills. It could be when to pause in a presentation or how many features to stress. Break tasks into discrete actions, practice within a low-risk environment and build in recovery strategies. 2.) This is just as important. Follow up. Bring in a trainer, but only if you yourself are willing to buy into their lessons and do ongoing training and reviews.

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