Friday, February 8, 2013

4 Initial Steps to Self-Service Success




The amount of knowledge consumers have for our services and products today is astounding.  The great part of all this knowledge is consumers are eager to first rely on their ability to fix an issue, or answer a question they have on their own, before engaging your organization direct assistance.  This is why Self Service, has become such a HUGE buzzword in the customer service world, and it seams like there are support solutions every where for your company to chose from. 

So how does your team pick the best solution for your customer’s specific needs?

My answer is that there is no one end all, be all solution.  The best solution is found by the combination of a few solutions to make sure to cover your entire customer base, which only take 4 easy steps to get started:

Step 1: Knowledge Base
Before you have any hope of building a self-service solution for your customer, you first must perform a complete review of your current knowledge base for your technical support, customer service, and billing teams.  What you are looking for is that all questions are documented digitally and the answers to them are documented and correct.

Once you have performed your review, make sure to update and correct any mistakes you have found so the knowledge base is near 100% as of that moment.  Don’t worry if something changes the next day, you can and should be continually updating and review your knowledge base, as it must be a living database.

If you are not already doing so, I would strongly suggest you have a way for these teams to submit questions they are asked for review by subject matter experts; so new data is continually being added to your knowledge base.  

Step 2: Interface
Now that you have all your knowledge base updated and ready to go, it is time to talk about interface.  The easiest place to start is going to be the Internet, and will be the most used. 

Don’t start thinking huge cost here!

There are plenty of ways to build extremely affordable self-service tools that work great.  My suggestion is to get a web designer and developer together and put together a page that can search your knowledge base by keywords, and allow some type of ranking system for relevant articles and use by customers.  This will allow your customers to help improve the system and make it much more user friendly.

Remember K.I.S.S. (Keep It Simple Stupid!)

The easier your interface is, the more likely your customer will be to use it.

Step 3: Video
The best self-service tools on the Internet always incorporate some amount of video demonstration in them.  

Again, there is no reason to begin thinking huge cost here.

All you need to provide great, usable content is a digital video camera and a person willing to take some time to record content from your knowledge base.  The key here is (from your knowledge base)! 

This should not be original content, as that would mean your knowledge base is not up to date.  All you are looking to do is make your content easier to understand, and help your customer get a visual for what they need to fix.

Step 4: Integration
The most common sin I see committed by organizations is that they get to step 3 or 4 and call it a day.    They have built the tool, and now just hope their customers will begin to use it.  The reality of this is that your customer has no clue about it, and more than likely will not use it.

This is why I tell my client’s to begin integrating their self-service tool into every aspect of their organization that directly interacts with their customers. 

Example:
Your long-term customer Mike emails your billing department because he has a question on an invoice and needs supporting materials before he will pay it. 

Most companies would simply send the supporting materials and maybe call to review them with him.  Instead, send the supporting materials, but also include a link to your self-service system which show Mike how in the future he can obtain this information by him self.  In addition, when your representative calls him to review the supporting materials, make sure he/she also informs Mike of the ability to get this type of information by himself online.

This not only satisfies your customer, but also teaches your customer of this great tool you have, and how to use it.  Now your customer is empowered, and next time he/she has a question they will first check your self-service system before having to use the most costly support solution you have, labor…


Self-service systems are nothing new, especially online.  But, their demand is growing and the need to keep them current and updated is an ongoing effort that your customer will appreciate.

To Your Success & Prosperity!!

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