Winning Management & Coaching
World-Class Coaching Skills
Welcome to the Winning Management & Coaching course and journey!! We are so excited you’re here! This page is a big deal! Almost everyone who views this page comes here for the same reasons.
Winning Management & Coaching Introduction
In This Video
- If you are trying to improve your center’s performance (and sustain it) and build a positive and accountable coaching culture, the WM&C course should be the answer. Mo and Erica talk about this powerful course, proven to transform centers across the globe.
Talk is nice, but at some point, reps need to know we are serious. Leaders must follow up and hold reps accountable to the daily behaviors and performance expectations which results in successful metrics. A good start is to celebrate the ones that are already achieving the expectations so others see what we value the most. Consistent call observations and putting time into the agents throughout the day are two of the best investments you can make to send the metrics flying in the right direction. During our Winning Management & Coaching program, we will help you build the very best Call Listening and Coaching Strategy and Schedule for your center’s unique needs. But isn’t it oppressive to hold agents accountable all the time? Not at all. Winning Management & Coaching shows leaders how to do this in a specific, direct and yet uplifting way that agents value and appreciate. We see the results of this program pay off in financial gains all the time.
What is the right balance of “strong” and “patient/loving”? We believe that agents should perform the basics of the job – what we refer to as the “non-negotiables” – right from the start of the role. Agents should show up on time, be coachable, follow basic call expectations and sound great on those calls, much like how they sounded in their job interviews. In these areas the leader should be strong and should set high expectations. If they will do these basics, we can love on them, support them and develop them more slowly in other ways. Winning Management & Coaching shows you how to blend the two of these for best results. Effective leadership begins and ends with the performance goals and specific expectations. In the middle, we can work with reps in different ways, involving them, picking their brains, trying new things.
Resistance comes in many forms. Often, leaders put too little time into persuading reps on making changes and just say, “Get it done.” Work with your reps to make sure they can tell you why adding a certain technique is useful and valuable for them. Ask them what they might get out of it if they make the change. Work together on exact wording, how to say the new technique. This is why we coach. They usually respond well if we do it effectively, but it takes time and skill from the leader. Doing this right is all part of the Winning Management & Coaching program.
Training must be connected to follow-up, reinforcement and coaching. Our clients will tell you that our training is world class. Yet, on its own, no support from leadership, it will have only a limited impact. The secret to success with training (besides knowing what to actually train) is the coaching and reinforcement from the front line leaders and team leads. When this takes place effectively, reps use the training they received. It shows up on calls. It makes the impact you wanted. And then, the best part, an effective coaching strategy will give you sustainability for the long-term.
Talk is nice, but at some point, reps need to know we are serious. Leaders must follow up and hold reps accountable to the daily behaviors and performance expectations which results in successful metrics. A good start is to celebrate the ones that are already achieving the expectations so others see what we value the most. Consistent call observations and putting time into the agents throughout the day are two of the best investments you can make to send the metrics flying in the right direction. During our Winning Management & Coaching program, we will help you build the very best Call Listening and Coaching Strategy and Schedule for your center’s unique needs. But isn’t it oppressive to hold agents accountable all the time? Not at all. Winning Management & Coaching shows leaders how to do this in a specific, direct and yet uplifting way that agents value and appreciate. We see the results of this program pay off in financial gains all the time.
One of the biggest causes of poor meetings is lecture – the leader does all the talking and does not make it interesting or useful. The leader doesn’t get the team involved at all or enough. Our program includes great techniques for running effective meetings that agents will leave excited to get back on the phones. Once in a while, a team needs to get together to talk about new procedures and that’s fine. Pre-shift meetings and huddles, however, should be focused on performance and having a better day as a result of some training, tips or success celebrations that we can share during the meeting.
What is the right balance of “strong” and “patient/loving”? We believe that agents should perform the basics of the job – what we refer to as the “non-negotiables” – right from the start of the role. Agents should show up on time, be coachable, follow basic call expectations and sound great on those calls, much like how they sounded in their job interviews. In these areas the leader should be strong and should set high expectations. If they will do these basics, we can love on them, support them and develop them more slowly in other ways. Winning Management & Coaching shows you how to blend the two of these for best results. Effective leadership begins and ends with the performance goals and specific expectations. In the middle, we can work with reps in different ways, involving them, picking their brains, trying new things.
By now you have probably seen us talk about this one. Since call listening and coaching are two of the very top priorities for a leader, how is it possible they cannot complete this expectation? In these situations, it is time to overhaul the daily expectations of the leaders to make sure they can carve out about one hour each day for call observations and live coaching. You can use recorded calls from the same day or live listening, but it needs to be a priority. If leaders are allowed to say, “I tried but I could not get it done,” it will never be done. Everything else will seem like a greater priority. Down the road, however, many of the daily problems leaders spend so much time fixing would not have been problems. They would have been prevented by having time with the team, listening, investing in and shaping into great agents!
Resistance comes in many forms. Often, leaders put too little time into persuading reps on making changes and just say, “Get it done.” Work with your reps to make sure they can tell you why adding a certain technique is useful and valuable for them. Ask them what they might get out of it if they make the change. Work together on exact wording, how to say the new technique. This is why we coach. They usually respond well if we do it effectively, but it takes time and skill from the leader. Doing this right is all part of the Winning Management & Coaching program.
Often, monthly one-on-ones are sadly repetitive. Leaders and agents talk about the same things over and over. Agents usually update the leader on the latest challenges. Leaders agree to solve them. Does this really require an hour, taken out of each person’s day? A better one-on-one focuses on calls and skills and helping the agent make commitments to higher levels of performance. Through better questions, leaders can help reps visualize what they want to achieve and help them create a pathway to get there. One-on-ones can be quick. The two can discuss the latest progress on the rep’s plan and help the rep figure out the next steps to keep it moving forward, every time, every one-on-one.
Solutions from the Winning Management & Coaching Program.
Winning Management & Coaching introduces about a dozen effective skills (coaching conversations) for improving rep performance in any area of the job. Some of them can be used during live listening. Some are employed after an incident occurs. Most are proactive and preventative, meaning they are implemented so positive results occur before negative results can even start. All of them include “Uplifting Language,” to keep things positive. “I know you will do a great job with this!” “I’m looking forward to seeing you put these into practice and really benefitting.”
If your leaders feel they can’t find the time to coach, there is great news! In the Winning Management & Coaching program, we introduce a style of coaching called, “On-The-Fly Coaching.” These are quick coaching touchpoints, 1-2 minutes in length. A single coaching touchpoint will have a small impact, but combined with many of them, over time, as part of an effective coaching strategy (we tie in QA and one-on-ones, too), this type of coaching is unrivaled for improving agent performance, both sales and service, and maintaining the improvements for the long term. Leaders love it because they can get a lot of them done in a short period of time. Agents love it because they prefer short bursts of specific coaching (usually one skill) to long, meandering conversations between calls. The longer coaching tends to be exhausting and does not have more impact than On-the-Fly Coaching.
If all we ever do is all we’ve ever done, all we’ll ever get is all we’ve ever gotten! If your reps are not thriving, it is time to dig deeper and look for different things to coach or a different way to coach. Winning Management & Coaching shows leaders how to find the coaching “treasure,” those few things on each call that an agent could have improved which would have made a significant difference in the success of that call. In many ways, great coaches are great treasure hunters. They find the coaching jewels that make the greatest difference and limit their coaching to these areas.
Okay, you have great new coaching skills. When are you going to use them? In many cases, even the best coaching skills and best training will be unsuccessful – if the leaders do not make time to use the new skills. Fortunately, Winning Management & Coaching ensures that your leaders will use their new skills. We help you build an effective Coaching Strategy and Schedule (sometimes broken into one-hour chunks each day of live or recorded call listening, and then immediate on-the-fly coaching for the agents). When a client center does not employ a Coaching Schedule, results are limited. When they do employ a schedule and the leaders really do their coaching, results are often higher than the center has ever achieved before and they are sustainable thanks to the new schedule. Take a look at some of our clients’ success stories! In all these cases, the centers employed an effective Strategy and Schedule, tailored to their center, stuck with it, and got the wild success story!
Winning Management & Coaching introduces about a dozen effective skills (coaching conversations) for improving rep performance in any area of the job. Some of them can be used during live listening. Some are employed after an incident occurs. Most are proactive and preventative, meaning they are implemented so positive results occur before negative results can even start. All of them include “Uplifting Language,” to keep things positive. “I know you will do a great job with this!” “I’m looking forward to seeing you put these into practice and really benefitting.”
If your leaders feel they can’t find the time to coach, there is great news! In the Winning Management & Coaching program, we introduce a style of coaching called, “On-The-Fly Coaching.” These are quick coaching touchpoints, 1-2 minutes in length. A single coaching touchpoint will have a small impact, but combined with many of them, over time, as part of an effective coaching strategy (we tie in QA and one-on-ones, too), this type of coaching is unrivaled for improving agent performance, both sales and service, and maintaining the improvements for the long term. Leaders love it because they can get a lot of them done in a short period of time. Agents love it because they prefer short bursts of specific coaching (usually one skill) to long, meandering conversations between calls. The longer coaching tends to be exhausting and does not have more impact than On-the-Fly Coaching.
If all we ever do is all we’ve ever done, all we’ll ever get is all we’ve ever gotten! If your reps are not thriving, it is time to dig deeper and look for different things to coach or a different way to coach. Winning Management & Coaching shows leaders how to find the coaching “treasure,” those few things on each call that an agent could have improved which would have made a significant difference in the success of that call. In many ways, great coaches are great treasure hunters. They find the coaching jewels that make the greatest difference and limit their coaching to these areas.
Okay, you have great new coaching skills. When are you going to use them? In many cases, even the best coaching skills and best training will be unsuccessful – if the leaders do not make time to use the new skills. Fortunately, Winning Management & Coaching ensures that your leaders will use their new skills. We help you build an effective Coaching Strategy and Schedule (sometimes broken into one-hour chunks each day of live or recorded call listening, and then immediate on-the-fly coaching for the agents). When a client center does not employ a Coaching Schedule, results are limited. When they do employ a schedule and the leaders really do their coaching, results are often higher than the center has ever achieved before and they are sustainable thanks to the new schedule. Take a look at some of our clients’ success stories! In all these cases, the centers employed an effective Strategy and Schedule, tailored to their center, stuck with it, and got the wild success story!
By now you have probably seen us talk about this one. Since call listening and coaching are two of the very top priorities for a leader, how is it possible they cannot complete this expectation? In these situations, it is time to overhaul the daily expectations of the leaders to make sure they can carve out about one hour each day for call observations and live coaching. You can use recorded calls from the same day or live listening, but it needs to be a priority. If leaders are allowed to say, “I tried but I could not get it done,” it will never be done. Everything else will seem like a greater priority. Down the road, however, many of the daily problems leaders spend so much time fixing would not have been problems. They would have been prevented by having time with the team, listening, investing in and shaping into great agents!
Winning Management & Coaching (WM&C)
Course Overview
- Why many coaching programs fail to deliver, contrasted to Call Center Coaching & Management
- Seven “Never Do’s” when Coaching Your Team
- Seven Proven Principles for Increasing Performance Quickly
- On-The-Fly Coaching Introduction
- Power Hour Introduction for Long-Term Sustainability
- X (Directive) & Y (Democratic) Management Styles: Introduction
- Blending the Best of X & Y for Best Results
- Getting Your Team Back on Track in less than One Week!
- Traditional and On-The-Fly Balanced Feedback (when a rep does some things well but there is still room for improvement)
- Setting a Skill Objective (when a rep knows what to do, but is just not doing it)
- Quick Training (used anytime a rep sincerely asks for help)
- Herald (quick and effective shoutout to the team when one rep is crushing it)
- Redirecting (used to protect designated, uninterruptible coaching windows built into the leader’s schedule)
- Skill Practice Activity: After each skill is trained and demonstrated, participants role play the skill using real-world scenarios
- Why Positives Must Be Reinforced and Formatives Must be Eliminated Quickly!
- The Reinforcing Feedback Process
- The Formative Feedback Process
- Skill Practice Activity: Participants demonstrate the skills, using their own real rep scenarios
- Skill Practice Activity: After each skill is trained and demonstrated, participants role play the skill using real-world scenarios
- History of the 10 Coaching Strategies
- The 10 Coaching Strategies Introduction
- Activity: Teams of 3 leaders select two Strategies each and develop them into brilliant ideas for their centers
- Final Presentations: Teams present their new, tailored Strategies to the rest of the group
- History of the Personality Styles
- Introduction of the Six Personality Styles (Power, Achievement, Order, etc.)
- Dominant and Secondary Traits
- Activity: Participants complete an assessment which shows them their dominant and secondary leadership styles.
- Activity: Participants apply the characteristics of each style, first to several common scenarios provided in the training, and then to their own reps. For three of their reps, they will present how they plan to interact more effectively, employing the tips and techniques learned in the module.
- The Consequences of Rep Resistance
- Two Methods for Discussing and Overcoming Rep Resistance to Coaching
- Five Pro Tips for Effective Dialogues
- Activity: Participants demonstrate the two Methods for Overcoming Rep Resistance using scenarios provided in the class as well as with their own employee examples.
- Why is it Important for Reps to be Involved and Engaged in Meetings and Huddles?
- Facilitation Skills: 5 Question Methods and 7 Question Types
- Five Pro Tips for Facilitating with Excellence
- Proven Structure for an Effective Pre-Shift Meeting or Huddle
- Activity: Participants put it all together, creating a basic huddle structure and employing all the meeting management tools and new Questioning skills to deliver a great 10-minute meeting.
- Requirement for Immediate Change in Performance (limited time left for the rep to change)
- Final Call to Action Conversation (No time is left for change / “Today’s the day if you’re coming aboard.”)
- Consistency Conversation (for reps who do what we ask when they think we are listening, but don’t do what is expected when they think we are not listening)
- Heart to Heart (for reps who seem to have lost their drive and motivation)
- Activity: After each skill, participants demonstrate the skill with common employee scenarios
It all starts here. Leaders must understand the impact their communication makes on their reps. This module introduces a number of critical Principles and management concepts as well as several of the strategies that our clients have employed to net outstanding and sustainable results.
Sections / Topics / Skills
- Why many coaching programs fail to deliver, contrasted to Winning Management & Coaching (WM&C)
- Seven “Never Do’s” when Coaching Your Team
- Seven Proven Principles for Increasing Performance Quickly
- On-The-Fly Coaching Introduction
- Power Hour Introduction for Long-Term Sustainability
- X (Directive) & Y (Democratic) Management Styles: Introduction
- Blending the Best of X & Y for Best Results
- Getting Your Team Back on Track in less than One Week!
This is one of the marquee modules of the course, as it contains many of the On-The-Fly Coaching skills that leaders will use every day, during their Power Hours, or anytime they are conducting their Call Listening. Leaders learn and practice all five skills, using their own rep scenarios so it is as real-world as possible.
Sections / Topics / Skills
- Traditional and On-The-Fly Balanced Feedback (when a rep does some things well but there is still room for improvement)
- Setting a Skill Objective (when a rep knows what to do, but is just not doing it)
- Quick Training (used anytime a rep sincerely asks for help)
- Herald (quick and effective shoutout to the team when one rep is crushing it)
- Redirecting (used to protect designated, uninterruptible coaching windows built into the leader’s schedule)
- Skill Practice Activity: After each skill is trained and demonstrated, participants role play the skill using real-world scenarios
Two very powerful, coaching skills that are used in opposite situations. When a rep has done great things for several days, give them a dose of Reinforcing Feedback, a giant public praise that includes specifics so the rep will continue to do the same. For unacceptable or dysfunctional behaviors (e.g. slang on calls, pushback to coaching, general negativity), leaders employ Formative Feedback to quickly and quietly eliminate issues before they become cancers in the center.
Sections / Topics / Skills
- Why Positives Must Be Reinforced and Formatives Must be Eliminated Quickly!
- The Reinforcing Feedback Process
- The Formative Feedback Process
- Skill Practice Activity: Participants demonstrate the skills, using their own real rep scenarios
- Skill Practice Activity: After each skill is trained and demonstrated, participants role play the skill using real-world scenarios
This very unique module introduces 10 Strategies, or center-wide “great ideas” for improving performance that CCTS has collected from call center clients over 25 years (e.g. High Performers Club, Individual Skill Experts, Skills Boot Camp, etc.). Each Strategy is designed to improve the skills of the reps. During the module, participants are introduced to the 10 Strategies one by one. Afterward, they break into teams, choose two of the Strategies per team and tailor them to their own center’s needs. The module ends with team presentation of their plans, along with time frames and ownership being designated for each major task.
Sections / Topics / Skills
- History of the 10 Coaching Strategies
- The 10 Coaching Strategies Introduction
- Activity: Teams of 3 leaders select two Strategies each and develop them into brilliant ideas for their centers
- Final Presentations: Teams present their new, tailored Strategies to the rest of the group
Although there are loads of personality models available today, one of the most proven and time-honored is the Six Personality Styles introduced in this program. The key is they are easy to identify and highly predictable, meaning the leader can work with reps in ways that align well with their dominant and secondary Styles, and they will continue to net great results.
Sections / Topics / Skills
- History of the Personality Styles
- Introduction of the Six Personality Styles (Power, Achievement, Order, etc.)
- Dominant and Secondary Traits
- Activity: Participants complete an assessment which shows them their dominant and secondary leadership styles.
- Activity: Participants apply the characteristics of each style, first to several common scenarios provided in the training, and then to their own reps. For three of their reps, they will present how they plan to interact more effectively, employing the tips and techniques learned in the module.
A derivative of Formative Feedback, this coaching skill focuses specifically on resistance to coaching attempts and adds a few highly effective wrinkles.
Sections / Topics / Skills
- The Consequences of Rep Resistance
- Two Methods for Discussing and Overcoming Rep Resistance to Coaching
- Five Pro Tips for Effective Dialogues
- Activity: Participants demonstrate the two Methods for Overcoming Rep Resistance using scenarios provided in the class as well as with their own employee examples.
Our participants will tell you this is an awesome module and skill set. Many leaders struggle to get their team involved and engaged in meetings. This skill set will change that forever. Participants learn great questioning skills that will keep everyone involved in meetings, which means easier and quicker buy-in for new ideas and directives.
Sections / Topics / Skills
- Why is it Important for Reps to be Involved and Engaged in Meetings and Huddles?
- Facilitation Skills: 5 Question Methods and 7 Question Types
- Five Pro Tips for Facilitating with Excellence
- Proven Structure for an Effective Pre-Shift Meeting or Huddle
- Activity: Participants put it all together, creating a basic huddle structure and employing all the meeting management tools and new Questioning skills to deliver a great 10-minute meeting.
This module contains four more “conversations.” These are all effective coaching skills, mostly derivatives of Formative Feedback, used for specific purposes.
Sections / Topics / Skills
- Requirement for Immediate Change in Performance (limited time left for the rep to change)
- Final Call to Action Conversation (No time is left for change / “Today’s the day if you’re coming aboard.”)
- Consistency Conversation (for reps who do what we ask when they think we are listening, but don’t do what is expected when they think we are not listening)
- Heart to Heart (for reps who seem to have lost their drive and motivation)
- Activity: After each skill, participants demonstrate the skill with common employee scenarios
Pricing
"Words Matter! Mo Bellio gets that and always has when it comes to teaching great client experiences and sales. Great content - love the continued focus on leader communication and coaching too. I carry some of those very concepts with me still today."
Mark McCarthy
Nuance Communications
"Great content Mo! I know my teams have always benefited from your courses and training. You’ve made a huge difference with our performance in our sales and service departments for years!"
Safana Alibhai
Long View Systems
"Erica and the rest of CCTS have become an integral part of our sales team. Her dedication to understanding our business and customers made the training she provided extremely applicable. She's been great in dealing with salespeople of all experience levels, from the seasoned vet to the first-time rep. Thank you, Erica and CCTS, for all that you do and for being part of the Diadem Team!"
Michael Manglardi
Diadem Sports
"Really good content Mo, your learnings were always amazing… excited to see the new stuff whenever CCTS introduces it."
Chintan Kalra
Convergys
"Love this content! Your trainings have taught our team so much!"
Tawnia Grone
Autism Learning Partners
"I was recently certified to coach Call Center Floor Management from CCTS and could not be more proud. In 20 years of leadership and leadership coaching, I've never come across a better program for call center managers. The magic of CCFM is in the sheer simplicity and efficiency. Call center managers are generally over-worked and under-experienced, and CCFM gives them simple tools to make the most of their limited time. Without question the best program I've come across."
Nathan Haas
True Captive Insurance
"I had the privilege of working with Mo during his Leadership and “Igniting Sales Performance” workshops a few years ago (I was a Quality Supervisor). His trainings were transformational to how our teams had done our sales approaches from that point on. He also changed the way I deliver my own leadership style, to which I carry these skills with me to this day (e.g., positive reinforcements, formative feedback and two-minute-on-the-fly coaching)."
Gilbert Paul Santos
Foundever
"Mo, you are one of the best! I was privileged to attend many of your Coach-the-Coach sessions and you are a consummate professional! Wishing you continued success!"
Darren Bowden
RSRS Inc.
"The team at Heartland Credit Union appreciates the collaborative approach you provided in our training content creation. You took the time to work with multiple stakeholders, to get a true sense of who we are and the deliverables we wanted from the training. The end product was a customized training track that covered supervisor training, front-line training, skills practice and train the trainer. Attendees were engaged throughout the training and were able to easily relate it to their work. WIN – WIN!!"
Jeremy Stauffacher
Heartland Credit Union
"Have always loved your work, Mo. Exciting you are still putting great content out here for us to take advantage of."
Kellen Brittingham
Deluxe Corp
"As always, Mo, your content and skills are always first class, and we have benefited from your training for years!"
Deepak Joshi
Personiv
"Mo Bellio and his team always have great skills, techniques and tips to help drive the right sales behaviors! And your new webinars sound like great options to leverage"
Gina Narvaez
Telus Communications
"Mo is truly a one of a kind person in every capacity! On a personal level, he is the most genuine, engaging, and warm person you could ever hope to meet. He exudes a positive energy and brightens every group he is a part of. On a professional level, he is knowledgeable, talented, motivating, hardworking and insightful. Working with Mo on our sales techniques has been transformative in the best way imaginable. He has helped me maximize my positive qualities, unlock ones that I never knew existed and has led me to more than double the sales I had made prior to his coaching. I am grateful for his help in my own work and I know that he could unlock great potential for anyone who is lucky enough to work with him!!!"
Jennifer Ashlee
Vertical Rise
"Mo did an outstanding job helping the Client Support Team improve their soft skills! He and his team were super helpful every step of the way - from reviewing client interactions to understanding trends all the way through the launch of live training sessions with 100+ teammates! Mo embeds his knowledge on Soft Skills, Angry User, and Emerging Leader training into the fabric of his training workshops. He also demonstrates his knowledge from his years of call center work experience, and this resonates well with our colleagues, and also our customers! We couldn’t ask for a more knowledgeable, engaged, and professional business partner. Thank you Mo and CCTS!"
Michael Clark
eMoney Advisor
"Erica from Call Center Training Solutions is highly motivated and driven to achieve desired results. Tasks were completed earlier than proposed and even exceeded expectations, which is rare! We worked on call flow development, call scoring & metrics, process improvement, quality assurance and training during our time working together. The team we coached outperformed others month after month. When you have the opportunity to work with Erica, you will see her dedication to her craft and to achieving your company's goals!"
Adrian Cabrera
Cellular Sales
"We have engaged Mo and his team on several occasions to train our reps and floor management. His training content and delivery skills are incredibly effective. Training was topically spot on, fully customized, and with engaging delivery Mo would hold the attention and minds of his audience and affect change. Follow up support and long-term consulting really helped reinforce the messages and sustain success.
I would highly recommend engaging Mo and his group to assist in development opportunities in any call center."
Mike Hartong
Contact Center Director
"Worked with Mo Bellio and his team for years and his content has always been instrumental to our success. This training and their fantastic coaching are bound to make you successful."
Herman Wong
ATCOenergy
"Great insights always, Mo. Really appreciated the opportunity to work with you to optimize call center conversations across a couple of organizations in the past few years. I look forward to doing it again!"
Rob McGowan
McKinsey & Company
"In our partnership, Mo brought a level of positivity to every conversation that completely energized our sales team. He facilitated a course for our team that was not only highly informational and full of great, customized content, but interactive and collaborative. The resources he prepared for us several years ago are used to this day and we appreciate his professionalism every step of the way. Thank you, Mo!"
Grace Griffin
Orthodontic Partners
"These are tough times to sell, so the skills you taught couldn’t have been timelier. Thank you again for helping turn our team into a selling machine!"
Susan Laird
Quadrant Plastics
"It was nice to finally get some training that helped me diversify my coaching methods, to be effective with different types of sales styles, ability and the sales people themselves. Thanks CCTS!!!"
Scott Hill
Sutherland Call Centers
"The guidance and knowledge provided by CCTS has transformed our sales people into a powerful, passionate team! Our sales have increased by over 300% in the last six months!"
Christy Mullins
Platinum Fundraising
"CCTS provided us with a structured and effective coaching formula that we use on a daily basis, and it's adaptable to any new campaigns and situations we run into. Highly recommended for your teams."
Adam Jackson
Telus Communications
"CCTS really knows contact center environments, whether inbound or outbound. I value CCTS as a business partner. They definitely are invested in my success."
Lisa Simpson
Sacramento Municipal Utilities District
"This was the most informative training I’ve ever attended! I’ve shared many of the coaching techniques with the other sales managers, and we’ve seen some pretty incredible results."
Jason Kelly
Answer Financial Insurance
"I had the pleasure of working with Mo to improve our Service process and delivery. His positive attitude and engaging approach made the experience enjoyable for all. He has a very interactive style which makes his coaching memorable. If you are looking to improve your service or just looking to refresh and re-engage your team, Mo will deliver a personalized plan that will fit your organizations needs."
Carrie Santos
Airstron LLC
"I have known and experienced Mo's passion and experience for extraordinary customer service excellence while at Amazon. Mo is a constant professional that has a superior grasp of what it takes to support customers in-person and through inbound/outbound support (contact centers). Because of his strong commitment, delivery results, integrity and overall walk-the-walk of the "Call Center Training Solutions" practices and principles, I contracted Mo to deliver the "Floor Management Training" for two of our global contact centers (US and Europe). End result, he exceeded our expectations! We realized a 25% increase in productivity, 4% increase in first call resolution and a 10% increase in quality. Throughout the training and even post-training, Mo consistently checked-in on the teams he trained to continue coaching and empowering them. I can recommend without any doubt in my mind that if you have a contact center anywhere in the world that you must bring the 'Call Center Training Solutions' to your people (agents/leaders) as your customer experience will never be the same... you will hear the call of consistent extraordinary experiences!!!"
Virginia Joy Smith
Executive Coach - Author
"Mo definitely knows the key to success and how to put it together into a training package so not only agents excel but also their leaders. I wish I had this information years ago!"
Candy Schuyler
Amsterdam Printing
"Mo is a very high-energy person who easily translates written training to every-day situations. Mo's ability to connect with his audience is a huge asset. I highly recommend Mo Bellio."
Carl Brantley
CASA of the Pikes Peak Region
"I've hired Mo several times to provide training for trainers and for my Contact Center to teach floor coaching to the Supervisors. I find Mo to be very easy to work with. He really knows contact center environments, whether inbound or outbound, and understands the pace of business. For his instructor training, Mo absolutely models what he teaches and produces high quality work. I value him as a business partner because he focuses on building long-term, sustainable relationships with clients. He is invested in my success!"
Lisa Simpson
Sacramento Municipal Utilities District
"Mo's training and coaching skill development is as relevant today as it was when we hired him. His programs are part of the foundational curriculum for new hire training we give to reps and first-time supervisors. It's important when conducting behavior-based skill training that the instructor create a safe, fun, endorsing environment for the adult learners to practice. Mo does a terrific job at this."
Bob Bridges
Trainer Coach - Speaker
"Mo and his amazing team always have insightful tips that can be leveraged in many sales environments. Great work!"
Kim Surgeoner
FAQs for Winning Management & Coaching.
The answer to this question is what we do at Call Center Training Solutions. We help our leaders find the time in their day to coach. We also provide the world class coaching skills that leaders need to drive agent skills and performance to new levels. If you want a great coaching solution, contact us about our Winning Management & Coaching program.
Here are some other ways to increase the amount of coaching that takes place in your center.
Actually Schedule time for coaching: This is one of the greatest contributors to increasing the amount of coaching your leaders achieve each day. With our clients, we call it the Power Hour, an hour of dedicated, uninterruptible coaching time for each leader, every day (or four days a week if your Mondays are crazy). When we schedule the time, most leaders will take advantage of that time, do their call observations and then provide coaching to agents.
Start Utilizing “Quick Burst Coaching”: Quick burst coaching takes 1-2 minutes to complete. During the Power Hours, provide these fast-moving coaching sessions instead of trying to coach to an entire call. Focus on one strength (positive feedback) and one area of improvement (critical feedback). This type of coaching is highly effective over time. In our Power Hours, we can often get to every agent either every day or every other day. Highly effective coaching packaged into small time investments. Agents appreciate the opportunity to get some feedback and coaching and get right back on calls.
Set clear expectations: Clearly define the objectives and expectations for coaching conversations. Ensure that both parties understand the purpose of the conversation and what specific areas need improvement.
Prepare in advance: Before the coaching conversation, review relevant data and information about the employee’s performance. Identify specific examples of both strengths and areas for improvement to discuss during the session.
Create a supportive environment: Foster an open and non-judgmental atmosphere where employees feel comfortable sharing their challenges, concerns, and ideas. Coaching focuses on behaviors and skills, not on personalities, so it should never feel oppressive. Listen actively, demonstrate empathy, and show genuine interest in their growth and development.
Listen to what the agent is really telling you: Pay attention to what the employee is saying and ask clarifying questions to ensure you fully understand their perspective. Active listening helps build trust and rapport, and it allows the leader to provide more relevant and targeted feedback.
Focus on strengths and development areas: Acknowledge the employee’s strengths and successes to build confidence. Identify specific areas for improvement and discuss strategies for immediate improvement. Offer constructive feedback and suggestions for overcoming challenges and even mindset issues.
Set SMART goals: Collaboratively establish specific, measurable, achievable, relevant, and time-bound (SMART) goals with the employee. This helps create a roadmap for improvement and provides a basis for future discussions and assessments.
Provide actionable feedback: Offer specific and actionable feedback that employees can implement immediately. We call these repeatable behaviors, techniques that agents can use on the very next call. Highlight both positive behaviors to reinforce and areas where improvement is needed. Break down complex tasks into smaller, manageable steps to facilitate progress.
Encourage self-reflection and self-assessment: If you want to develop a sense of accountability in your agents, this is a big one. Encourage employees to reflect on their own performance, identify areas for improvement, and develop their own action plans. This helps foster ownership and accountability for personal growth. This takes extra time, but it may be the very best way to coach, at least some of the time.
Follow up and monitor progress: We ideally want the agent to implement the coaching suggestions immediately, especially considering that we are focused on only one improvement when using quick burst coaching. We can also schedule follow-up time to review the agent’s progress, but we should see improvements right away.
Remember, coaching conversations should be a continuous and iterative process focused on fostering growth and improvement. By implementing these strategies, a call center leader can make coaching conversations more productive, meaningful, and valuable for both the employee and the organization.
Set very specific expectations: Clearly communicate your expectations for their performance and behavior. Ensure that agents understand what changes are required – how to implement the requested change – and why they are important for their own development and the success of the team or organization. Accountability starts with buy-in. The agents must buy into the ideas. They must believe in it, rather than merely doing it because they are being told to do it.
Collaborative goal setting: Involve agents in the goal-setting process. This really helps with buy-in. Encourage them to participate in defining their own goals and action plans, as specific as possible, ensuring they have a sense of ownership and commitment. Over time, this will increase accountability more quickly than many other approaches.
Regular progress check-ins: Checking in with agents about their performance on a regular cadence tells the agent that you are not going to forget about it. Over time, agents realize it makes more sense to take ownership than to try avoiding the changes. Once they have success, then tend to buy into the new ideas. All of this increases ownership and accountability for agents.
Celebrate successes: When agents successfully implement the changes you coach them on, celebrate their achievements. Publicly acknowledge their progress and the positive impact they have made. This recognition boosts morale and encourages a culture of accountability and continuous improvement. This also shows that you are proud of them. Often, agents want that approval more than anything else.
Create a supportive environment: Foster a supportive and collaborative work environment where agents feel comfortable seeking help, sharing their challenges, and discussing their progress. Encourage open communication and provide resources, training, or coaching support to assist them in implementing the changes effectively.
Lead by example: Model the behaviors and changes you expect from your agents. Demonstrate a commitment to accountability and continuous improvement in your own actions and interactions. When agents see their leader embodying the desired changes, they are more likely to follow suit.
Foster peer support and accountability: Often, an agent’s peers can be the most influential in developing more accountability. Encourage agents to support and hold each other accountable for their developmental goals. Implement peer coaching or mentoring programs where agents can share their experiences, exchange feedback, and provide mutual support.
Performance consequences: While it’s essential to focus on positive reinforcement and encouragement, there should also be consequences for failing to meet expectations consistently. Make agents aware of the potential consequences of not implementing the changes discussed during coaching conversations. This helps reinforce the importance of doing the job right, which will increase accountability. Do you keep underperforming agents on the payroll far too long? This will send the wrong message. It says that anything goes, that agents really don’t have to perform well since there are no consequences for underperforming. In centers where this is common, it can often take many months or even a year to turn it around, and it often takes replacing the weaker leaders that allowed the issue in the first place.
Remember, accountability is a shared responsibility between leaders and agents. By providing guidance, support, and recognition, and by fostering a culture of accountability, you can increase the likelihood that agents will take ownership of the changes you coach them on.
We recommend using a skill we train in Winning Management & Coaching called Formative Feedback. With our skill, take the following steps to make the agent aware that immediate changes are required. We also get them involved so they determine their own plan for the elimination of the issue, which usually makes them take more ownership. Here are the steps for our Formative Feedback model.
- Get their attention: Remember that this should always be done privately, not around other agents. Tell them what you want to talk about up front. A great way to state this is, “I’d like to talk with you about a trend I’ve noticed, which I would like to see you eliminate.” If it is only once incident, “I’d like to talk with you about what happened earlier in the meeting today.”
- Share Specific Observations: In this step, we clearly state the observation, the incident. “Earlier in the meeting today, you said, “Same sh_t, different day. I hate this place! This company doesn’t care about us at all!” While stating your observations, avoid saying things like, “I want to talk about your bad attitude.” This will cause defensiveness and difficulty to accomplish anything. Don’t focus on the person, just the behavior, the observation. After that, share your Agreed-to Expectations. We start with the words, “You know…” “You know that we are all expected to maintain a positive approach and constructive responses during meetings.”
If you are coaching an employee that never has these incidents, we suggest asking, “What happened?” In other words, “What was that?” These reps who normally perform well in all areas will usually be mortified and remorseful about their issue. They will likely apologize and agree to eliminate the issue for good. End of the issue. For other employees who have more of these negative tendencies, asking “What happened?” will encourage them to make excuses and avoid accountability.
Stating the Agreed-to Expectations, including, “You know,” will place accountability for the situation squarely on the employee. At this point, most will start to feel that there is no chance to make excuses. A rare few may decide to become completely irrational, but this rarely happens when the leader delivers Step Two well. - Require a Plan for Immediate Change: In this step, after a brief lecture about why this behavior is unacceptable and why it needs to end now, it is now time to ask the most important question, “What are you going to do to eliminate this behavior?” This question places the responsibility directly on the employee. Notice that none of this is leadership being too tough or abusive on the employee. We deliver these steps in a very matter of fact way. We don’t need to show anger or disappointment. We need to get back to enjoying the work and the business, so this needs to go away.
In Step Three, we also never say, “What can we do to eliminate this?” This is the employee’s responsibility, not the leader’s. Too many leaders want to own this, but the leader did not do anything to cause it, so we must give this one to the employee. - Confirm Agreement: Finally, the leader summarizes the commitment made by the employee. “So from what you’re saying, you’re going to… and this will be the last time we see this. Is that right?” At this point, all employees will be agreeable to the commitment they made. Still, it may be smart at the very end to introduce consequences. One of the most common ways to say this is, “I do need to let you know that, if this does happen again, there could be consequences, up to and including termination.” Although we used to prefer that leaders give a specific consequence, we have come to understand the value of this statement. This allows the leader to choose any consequence. It does not limit them to what they told the employee earlier.
The Formative Feedback process is extremely useful for bringing employees back in line without excessive threatening or bullying. This process works as effectively as anything we have seen. It is a powerful, proven tool when the situation calls for it.
The answer to this question is what we do at Call Center Training Solutions. We help our leaders find the time in their day to coach. We also provide the world class coaching skills that leaders need to drive agent skills and performance to new levels. If you want a great coaching solution, contact us about our Winning Management & Coaching program.
Here are some other ways to increase the amount of coaching that takes place in your center.
Actually Schedule time for coaching: This is one of the greatest contributors to increasing the amount of coaching your leaders achieve each day. With our clients, we call it the Power Hour, an hour of dedicated, uninterruptible coaching time for each leader, every day (or four days a week if your Mondays are crazy). When we schedule the time, most leaders will take advantage of that time, do their call observations and then provide coaching to agents.
Start Utilizing “Quick Burst Coaching”: Quick burst coaching takes 1-2 minutes to complete. During the Power Hours, provide these fast-moving coaching sessions instead of trying to coach to an entire call. Focus on one strength (positive feedback) and one area of improvement (critical feedback). This type of coaching is highly effective over time. In our Power Hours, we can often get to every agent either every day or every other day. Highly effective coaching packaged into small time investments. Agents appreciate the opportunity to get some feedback and coaching and get right back on calls.
To make coaching conversations in a call center more productive and useful, a call center leader can employ several strategies.
Set clear expectations: Clearly define the objectives and expectations for coaching conversations. Ensure that both parties understand the purpose of the conversation and what specific areas need improvement.
Prepare in advance: Before the coaching conversation, review relevant data and information about the employee’s performance. Identify specific examples of both strengths and areas for improvement to discuss during the session.
Create a supportive environment: Foster an open and non-judgmental atmosphere where employees feel comfortable sharing their challenges, concerns, and ideas. Coaching focuses on behaviors and skills, not on personalities, so it should never feel oppressive. Listen actively, demonstrate empathy, and show genuine interest in their growth and development.
Listen to what the agent is really telling you: Pay attention to what the employee is saying and ask clarifying questions to ensure you fully understand their perspective. Active listening helps build trust and rapport, and it allows the leader to provide more relevant and targeted feedback.
Focus on strengths and development areas: Acknowledge the employee’s strengths and successes to build confidence. Identify specific areas for improvement and discuss strategies for immediate improvement. Offer constructive feedback and suggestions for overcoming challenges and even mindset issues.
Set SMART goals: Collaboratively establish specific, measurable, achievable, relevant, and time-bound (SMART) goals with the employee. This helps create a roadmap for improvement and provides a basis for future discussions and assessments.
Provide actionable feedback: Offer specific and actionable feedback that employees can implement immediately. We call these repeatable behaviors, techniques that agents can use on the very next call. Highlight both positive behaviors to reinforce and areas where improvement is needed. Break down complex tasks into smaller, manageable steps to facilitate progress.
Encourage self-reflection and self-assessment: If you want to develop a sense of accountability in your agents, this is a big one. Encourage employees to reflect on their own performance, identify areas for improvement, and develop their own action plans. This helps foster ownership and accountability for personal growth. This takes extra time, but it may be the very best way to coach, at least some of the time.
Follow up and monitor progress: We ideally want the agent to implement the coaching suggestions immediately, especially considering that we are focused on only one improvement when using quick burst coaching. We can also schedule follow-up time to review the agent’s progress, but we should see improvements right away.
Remember, coaching conversations should be a continuous and iterative process focused on fostering growth and improvement. By implementing these strategies, a call center leader can make coaching conversations more productive, meaningful, and valuable for both the employee and the organization.
To make your agents more accountable for the changes you coach them on, consider the following approaches.
Set very specific expectations: Clearly communicate your expectations for their performance and behavior. Ensure that agents understand what changes are required – how to implement the requested change – and why they are important for their own development and the success of the team or organization. Accountability starts with buy-in. The agents must buy into the ideas. They must believe in it, rather than merely doing it because they are being told to do it.
Collaborative goal setting: Involve agents in the goal-setting process. This really helps with buy-in. Encourage them to participate in defining their own goals and action plans, as specific as possible, ensuring they have a sense of ownership and commitment. Over time, this will increase accountability more quickly than many other approaches.
Regular progress check-ins: Checking in with agents about their performance on a regular cadence tells the agent that you are not going to forget about it. Over time, agents realize it makes more sense to take ownership than to try avoiding the changes. Once they have success, then tend to buy into the new ideas. All of this increases ownership and accountability for agents.
Celebrate successes: When agents successfully implement the changes you coach them on, celebrate their achievements. Publicly acknowledge their progress and the positive impact they have made. This recognition boosts morale and encourages a culture of accountability and continuous improvement. This also shows that you are proud of them. Often, agents want that approval more than anything else.
Create a supportive environment: Foster a supportive and collaborative work environment where agents feel comfortable seeking help, sharing their challenges, and discussing their progress. Encourage open communication and provide resources, training, or coaching support to assist them in implementing the changes effectively.
Lead by example: Model the behaviors and changes you expect from your agents. Demonstrate a commitment to accountability and continuous improvement in your own actions and interactions. When agents see their leader embodying the desired changes, they are more likely to follow suit.
Foster peer support and accountability: Often, an agent’s peers can be the most influential in developing more accountability. Encourage agents to support and hold each other accountable for their developmental goals. Implement peer coaching or mentoring programs where agents can share their experiences, exchange feedback, and provide mutual support.
Performance consequences: While it’s essential to focus on positive reinforcement and encouragement, there should also be consequences for failing to meet expectations consistently. Make agents aware of the potential consequences of not implementing the changes discussed during coaching conversations. This helps reinforce the importance of doing the job right, which will increase accountability. Do you keep underperforming agents on the payroll far too long? This will send the wrong message. It says that anything goes, that agents really don’t have to perform well since there are no consequences for underperforming. In centers where this is common, it can often take many months or even a year to turn it around, and it often takes replacing the weaker leaders that allowed the issue in the first place.
Remember, accountability is a shared responsibility between leaders and agents. By providing guidance, support, and recognition, and by fostering a culture of accountability, you can increase the likelihood that agents will take ownership of the changes you coach them on.
We recommend using a skill we train in Winning Management & Coaching called Formative Feedback. With our skill, take the following steps to make the agent aware that immediate changes are required. We also get them involved so they determine their own plan for the elimination of the issue, which usually makes them take more ownership. Here are the steps for our Formative Feedback model.
- Get their attention: Remember that this should always be done privately, not around other agents. Tell them what you want to talk about up front. A great way to state this is, “I’d like to talk with you about a trend I’ve noticed, which I would like to see you eliminate.” If it is only once incident, “I’d like to talk with you about what happened earlier in the meeting today.”
- Share Specific Observations: In this step, we clearly state the observation, the incident. “Earlier in the meeting today, you said, “Same sh_t, different day. I hate this place! This company doesn’t care about us at all!” While stating your observations, avoid saying things like, “I want to talk about your bad attitude.” This will cause defensiveness and difficulty to accomplish anything. Don’t focus on the person, just the behavior, the observation. After that, share your Agreed-to Expectations. We start with the words, “You know…” “You know that we are all expected to maintain a positive approach and constructive responses during meetings.”
If you are coaching an employee that never has these incidents, we suggest asking, “What happened?” In other words, “What was that?” These reps who normally perform well in all areas will usually be mortified and remorseful about their issue. They will likely apologize and agree to eliminate the issue for good. End of the issue. For other employees who have more of these negative tendencies, asking “What happened?” will encourage them to make excuses and avoid accountability.
Stating the Agreed-to Expectations, including, “You know,” will place accountability for the situation squarely on the employee. At this point, most will start to feel that there is no chance to make excuses. A rare few may decide to become completely irrational, but this rarely happens when the leader delivers Step Two well.
- Require a Plan for Immediate Change: In this step, after a brief lecture about why this behavior is unacceptable and why it needs to end now, it is now time to ask the most important question, “What are you going to do to eliminate this behavior?” This question places the responsibility directly on the employee. Notice that none of this is leadership being too tough or abusive on the employee. We deliver these steps in a very matter of fact way. We don’t need to show anger or disappointment. We need to get back to enjoying the work and the business, so this needs to go away.
In Step Three, we also never say, “What can we do to eliminate this?” This is the employee’s responsibility, not the leader’s. Too many leaders want to own this, but the leader did not do anything to cause it, so we must give this one to the employee.
- Confirm Agreement: Finally, the leader summarizes the commitment made by the employee. “So from what you’re saying, you’re going to… and this will be the last time we see this. Is that right?” At this point, all employees will be agreeable to the commitment they made. Still, it may be smart at the very end to introduce consequences. One of the most common ways to say this is, “I do need to let you know that, if this does happen again, there could be consequences, up to and including termination.” Although we used to prefer that leaders give a specific consequence, we have come to understand the value of this statement. This allows the leader to choose any consequence. It does not limit them to what they told the employee earlier.
The Formative Feedback process is extremely useful for bringing employees back in line without excessive threatening or bullying. This process works as effectively as anything we have seen. It is a powerful, proven tool when the situation calls for it.