ACCOUNTING for Everyone

The Longest Running Online Certified Bookkeeping Course

Problems and Solutions

So I made Accounting for Everyone, a simple 12 week course for beginners suitable for the UK, USA, Australia, Canada, and South Africa. Packed full of interactive quizzes too – and growing.

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Understanding the Customer’s Perspective

Active Listening: The First Step to Solving Problems

Many businesses underestimate the power of truly listening to their customers, preferring rigid scripts and policies. Active listening means giving customers your full attention, reflecting their concerns, and asking clarifying questions. When you do this you signal that you value their issue, and you build trust. For example, a software support agent might repeat a user’s description of a bug before proposing a fix, ensuring both sides are on the same page.

  • Reflect back key points: “So you’re saying the report crashes when you add more than 1,000 records?”
  • Ask open-ended questions: “What else happens right before the error appears?”
  • Summarize the issue: “Let me confirm: you need a stable report even with large data sets.”

Aligning Marketing Messages with Real Capabilities

Why Mismatches Confuse Prospects

When you hear a prospect say “Er, no, we don’t do that,” it usually means your marketing is promising something you can’t deliver. That leads to frustrated calls, wasted time and a reputation hit. Patients might call a clinic advertising “24/7 telehealth” only to find no after-hours service. Instead of blaming the messenger, adjust your messaging or expand your offerings.

Case Study: TechSys Custom Solutions

TechSys ran ads promising “Full Custom Integrations,” but the support team lacked the skills to build custom APIs. They saw a 30% drop in conversions after initial contact. By training staff on basic API customization and tweaking their ad copy to “Custom Integrations Available” they:

  • Reduced promise-reality gap
  • Increased customer satisfaction by 25%
  • Regained market credibility

Embracing Flexibility in Policies

Shifting from “No” to “Yes, If…”

Sticking stubbornly to policies can alienate customers who just want to solve a problem. Instead of a flat refuse, offer conditional approvals: “Yes, if we can adjust the delivery date by a week.” This creates room for negotiation and demonstrates goodwill.

  • Review special requests case by case
  • Propose alternatives when direct solutions aren’t possible
  • Document exceptions to inform future policy updates
Policy StyleAdvantagesDrawbacks
StrictConsistent service, easy trainingLess customer satisfaction, lost opportunities
FlexibleHigher loyalty, personalized solutionsRequires staff judgment, more training

Learning from Feedback

Continuous Improvement Loop

When ten customers say you’re doing something wrong, listen. Create a simple feedback cycle:

  1. Collect comments via surveys or calls
  2. Analyze patterns (e.g., recurring service gaps)
  3. Update policies, training, or marketing as needed
  4. Communicate changes back to your team and customers

Example: Retail Price-Match Policy

A retail chain refused price-match requests online, causing a 15% drop in web conversions. After adding a clear “Yes, if you show us a local competitor’s ad” policy they saw a 10% uplift in both sales and positive reviews.

Key Takeaways

  • Listen actively, customers will tell you exactly what they need
  • Ensure marketing promises match your real capabilities
  • Shift from flat refusals to conditional “Yes, if…” offers
  • Use customer feedback to refine policies and grow your business

As Alan Sugar once noted, “I am usually right, but when ten people are telling you you are wrong, maybe they have a point.” Winning over customers is simple if you solve their problem.

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