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Retention & Difficult Customers: Save the Account

What you'll learn

Everything covered in this course, section by section.

Why people leave

  • The real reasons behind a cancellation
  • Spotting a customer about to go
  • What you can and cannot offer

The save conversation

  • Listening before offering anything
  • Offers, downgrades and pauses
  • Knowing when to let someone go

Escalations

  • Taking over a conversation that has gone wrong
  • Complaints that threaten reviews or chargebacks
  • Looking after yourself after a hard call

Tools: Helpdesk

  • Zendesk, step by step
  • Intercom, step by step

Tools: CRM

  • HubSpot CRM, step by step
  • Zoho CRM, step by step
  • Salesforce, step by step

Tools: Payments

  • The Stripe Dashboard, step by step

Tools: Phone

  • Aircall, step by step
  • RingCentral, step by step

Tools: Communication

  • Slack, step by step

Tools: Documents

  • Google Sheets, step by step

Tools you'll learn

11 tools you will be able to use by the end of this course.

Helpdesk

  • Zendesk
  • Intercom

CRM

  • HubSpotaccount history
  • Zoho CRM
  • Salesforce

Payments

  • Stripe Dashboardrefunds and disputes
  • PayPalchargebacks

Phone

  • Aircall
  • RingCentral

Communication

  • Slack

Documents

  • Google Sheetschurn tracking

Interview preparation

80 practice questions based on real interview assessments

Every topic concludes with a short assessment drawn from the situations employers present to candidates. You will be asked what to do when a system fails, which figure to verify first, and how to respond to the customer. These are not revision exercises. They are preparation for the questions that determine whether you are offered the position.

Complete the practical work in each tool and sit every assessment. Candidates who can answer these questions aloud, and explain their reasoning, are the candidates who receive offers.

  • 10 topics, each concluding in an assessment
  • 80 questions in total
  • Covering all 11 tools taught in this course
  • Every assessment may be retaken without limit

This course includes

  • 7.9 hours of on-demand video
  • 19 lessons across 9 sections
  • 1 free preview lesson
  • 80 interview practice questions
  • Full lifetime access
  • Access on mobile and desktop

Course content

9 sections · 19 lessons · 7hr 56min total length

Why people leave3 lessons · 30min
  • The real reasons behind a cancellationPreview11min
  • Spotting a customer about to go10min
  • What you can and cannot offer9min
The save conversation3 lessons · 32min
  • Listening before offering anything12min
  • Offers, downgrades and pauses11min
  • Knowing when to let someone go9min
Escalations3 lessons · 32min
  • Taking over a conversation that has gone wrong13min
  • Complaints that threaten reviews or chargebacks11min
  • Looking after yourself after a hard call8min
Tools: Helpdesk2 lessons · 1hr 17min
  • Zendesk, step by step42min
  • Intercom, step by step35min
Tools: CRM3 lessons · 2hr 2min
  • HubSpot CRM, step by step41min
  • Zoho CRM, step by step40min
  • Salesforce, step by step41min
Tools: Payments1 lessons · 28min
  • The Stripe Dashboard, step by step28min
Tools: Phone2 lessons · 1hr 9min
  • Aircall, step by step30min
  • RingCentral, step by step39min
Tools: Communication1 lessons · 39min
  • Slack, step by step39min
Tools: Documents1 lessons · 47min
  • Google Sheets, step by step47min

Requirements

  • A laptop and a stable internet connection
  • Some customer-facing experience
  • A quiet place to work and a headset