The July 2017 Issue of TAS Trader

Ron Violante can help you buy or sell your telephone answering service

Adjusting to Seasonal Traffic Fluctuations

By Peter Lyle DeHaan, PhD

As we move into a warmer season, many telephone answering services experience increased call traffic during the summer months. But this bump in incoming calls is dwarfed by what many services experience at year’s end with the build up to Christmas.

Author Peter Lyle DeHaan

Although we know these seasonal fluctuations in traffic will happen, it’s still challenging to make the appropriate staffing adjustments at the right time. Even knowing what will occur, many answering services struggle to hire and train enough new staff to be ready to take calls when these traffic increases materialize.

The result is being understaffed, which has two notable side effects. One is that staff is extra busy, and the quality of service suffers, resulting in more complaints and unnecessary cancellations. The other outcome is increased revenue that isn’t fully offset by increased labor costs, which results in increased profits. The effect of ramping up too slowly is both good and bad news: a welcome boost to income coupled with an unfortunate hit to customer service.

The opposite occurs as these seasons of high traffic wind down. If we fail to properly anticipate call traffic downturns, the result is being overstaffed. This serves to boost the quality of service provided to clients, which disproportionately keeps expenses high at a time when revenue decreases. Here the outcome is the opposite of the ramp-up period. This time service improves while revenue and income falter.

While these seasonal fluctuations catch new scheduling managers off guard, despite warnings to prepare, even seasoned professionals often fail to react fast enough. Of course, there’s always the concern of ramping up staff and not needing them as we move into times of anticipated traffic increases, as well as scaling back staff but still needing them when we expect to exit the season of higher call volume.

What’s the solution?

When headed into expected times of high traffic, the best recommendation is to start hiring and training sooner than we think we need to. Conversely, begin scaling back staffing schedules when the anticipated season of higher traffic is expected to end, not when the first signs of a decrease occur. If we wait for tangible evidence that call traffic is trending down, it’s already too late to react in time.

As we say, there’s never a dull moment in the TAS industry. Adjusting to seasonal traffic fluctuations is one reason.

I hope you have a great summer.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of TAS Trader. Check out his latest book, Sticky Customer Service.

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Build a Strong Foundation to Produce Sales Success

By Janet Livingston

Selling is part of every telephone answering service business. And successful selling is required for the viable future of your TAS. Yet sales and marketing is an area many answering services struggle to address.

Sales success doesn’t just happen. It requires a plan, a strategy to help ensure positive results. Follow this four-step process to build a strong foundation to produce sales success.

Set a Goal: Your foundation starts with a goal. How many sales do you want to make each month? While the objective at too many answering services is to offset cancellations, this merely strives to maintain the status quo. The wise solution is to set a goal for net growth. This means after selling enough accounts to cover cancellations, how many more clients do you want to add each month?

When setting goals, follow the time-proven technique of making SMART goals. This helpful acronym reminds us to set goals that are strategic, measurable, action oriented, realistic, and timely. Start building your foundation for sale success by developing SMART goals.

Develop a Strategy: Next we need a strategy. Strategy is much more than hiring staff and placing ads. A wise sales strategy looks at process, accountability, and management. Strategy also addresses target niche markets, marketplace opportunities, and the areas of strength of your operations staff. Although developing a sales strategy is more involved than what we can cover here, these tips will get you started.

Build a Sales Team: The third step in building a strong sales foundation is team. Yes, successful sales require a team approach. The obvious members of your sales team are your sales staff. Other members include a sales manager to oversee the team, a marketing specialist to implement lead generation strategies, and possible support staff, which can include lead qualification agents, appointment setters, and logistical support. Though you can’t start with nothing and build your sales team overnight, this overview should give you a vision of what to aim for.

Generate Leads: The final element of building a strong sales foundation is leads. Too many answering services start with leads and try to work the rest around it. Instead, leads should be the final layer of your sales foundation.

You’re likely familiar with a sales funnel, where you pour leads into the top of the funnel and sales drip out the bottom, due to the work of your sales team. Having sales come from your sales funnel requires an adequate number of leads being fed into the top. The key is having enough leads to realistically meet your sales goal.

For example, assume you want thirty new accounts a month. Twenty of these are to offset cancellations, and the other ten are for growth. To keep the numbers simple, assume you close 10 percent of your leads. (Your TASs closing ratio will differ depending on the experience of your sales staff, the focus of your marketing, and the soundness of your strategy.)

This means that to hit your sales goal for the month, you need to feed 300 leads into your sales funnel to reasonably expect thirty sales to flow from the bottom and generate a growth of net ten. Knowing your target number of leads provides your marketing manager with a target to aim for when implementing marketing campaigns.

With these four layers of your sales foundation in place, your answering service is poised to grow and succeed. Happy selling!

Janet Livingston is the president of Call Center Sales Pro, a premier telephone answering service consultancy, which helps clients grow their revenue. Contact Janet at or 800-901-7706.

Telephone Answering Service News

Bill Lane Joins Robertshaw Communications

Robertshaw Communications, a large privately held national contact center company, announced that William S. Lane, the former chief executive officer and president of Startel Corporation and Professional Teledata Corporation, has joined the company’s executive team, effective June 2017. Mr. Lane has extensive sales, marketing, and technology experience; he is widely respected in the contact center industry. “After nearly forty years of software development and customer service experience, Robertshaw Communications is the perfect opportunity for me to apply that expertise in the contact center market at one of the premier contact center companies. I look forward to contributing to an already incredibly diverse, skilled, and professional team,” stated William (Bill) Lane.

 Professional Teledata Announces Online Payment Processing Solution is a new payment processing option for Total Billing Solution 3 (TBS3) software. It’s a hosted, online, secure e-commerce site, allowing customers’ clients to manage their account.

Working with QOS Merchant Solutions, Professional Teledata offers this feature to users to pay bills online and view their account statements, invoices, and traffic history. The service optimizes the user experience by providing easy account management, custom branding, strong encryption, and flexible payment options. “ provides a secure and simple way for our clients’ end users to manage their accounts and pay bills online,” said Alan Hartmann, director of software development.

 John Carey Receives the 2017 Don Berry Award            

John Carey was named the 2017 Don Berry Award of Excellence recipient. The announcement was made during the annual Startel National User Group (SNUG) Meeting in Miami, Florida. “I had the immense pleasure of working with, and being mentored by my dear friend, Don Berry,” said Carey.

The Don Berry Award of Excellence was created in memory of Startel’s founder, Don Berry, with the purpose to honor individuals who gave themselves for the betterment of SNUG and the telephone answering service industry. Individuals who receive this award exemplify excellence in the advancement of SNUG and its members.

Send us your TAS articles and news for consideration in the next issue.

Quotes for the Month

“When a man is wrapped up in himself he makes a pretty small package.” -John Ruskin

“Our greatest glory is not in never falling, but in getting up every time we do.” -Confucius

“The professor discovered that her theory of earthquakes was on shaky ground.” -unknown