On the Front Line of Fees

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Three years ago, I would have said (and did) that the greatest resistance to service fees was not from the client but from agency owners, managers and front-line travel counselors. I was wrong.

Not wrong about many agency owners and managers, who assumed that customers would not pay for services that had been free and/or clients would flee to competitive agencies or suppliers that did not have the fees. I was wrong about the front-line travel counselors. Did many appear to resist the introduction of fees? Is this the case even today? Yes.

However, there is a difference between appearance and reality. Late last year, we (Joselyn, Tepper & Associates, Inc.) produced a three-videotape series on the reasons for fees, developing the right fee strategy for a given agency and, most important, the dos and don'ts of successful fee implementation.

To prepare the series, we spent considerable time sitting next to front-line counselors as they presented fees and coped with customer questions and objections. We wanted to know everything a customer might say and to develop the most appropriate and effective responses.

While we were at it, we learned that the vast majority of counselors did not oppose fees but, in fact, thought fees were long overdue. A significant majority of front-line counselors have felt used and abused, under-respected and under-compensated for years. Most felt they deserved to be directly compensated by customers for the work done on their behalf.

The front-line counselors did oppose agency fees implemented without appropriate training. After all, it was they who were going to have to present fees to customers across the desk and the phone line.

As owners and managers looked for ways to win over front-line counselors, they, like me, had not realized most counselors are already pro fee.

The goal of mere acceptance is too modest. The objective is to have everyone in the agency embrace your fee strategy. To accomplish this you need to address three issues.

The first is to educate and remind staffers of the meaningful value they deliver to the travel customer. Collectively, agencies bring an impressive array of talents, skills, education and experience to the travel planning and purchase process. While agencies are proficient in selling supplier products and services, most agencies were not telling and selling the value of their services to the customer. In the process, not only did the customer take agents for granted, so did the agents.

As a result, I am now convinced, part of any resistance to asking the customer for money is rooted, at least to some degree, in a diminished feeling of self-confidence and self-worth resulting from years of doing an often difficult and demanding job, seamlessly and invisibly, and then promoting it to the customer as "free." The first step? Remind the front-line counselors of what they do for their clients and of the real and meaningful value they bring to the process. A counselor who knows he or she is worth a fee will ask for one with a degree of confidence that a customer can feel.

The second key to getting front-line counselors to embrace fees involves education and motivation. The agents need to see a successful fee program not just as a benefit to agency owners but as a benefit to themselves. They must understand the economic impact on their agency of the caps, the cuts, price competition among suppliers, declining override opportunities and more, and the secondary impact these issues have on their compensation, benefits and opportunities.

Perhaps it is not so surprising that many agency employees are figuring this out themselves: We hear from owners and managers who suggest that if they don't implement fees their staff will revolt. It is good that counselors recognize the broad connection between an agency's well-being and its staff's well-being.

However, they embrace agency fees more enthusiastically when the fees they collect figure into an incentive program, if one exists, and perhaps become the catalyst for one, if one does not exist. After all, if your agency has an incentive program based, at least in part, on revenue sold/serviced, a dollar in fees is every bit as good as a dollar in commissions. For those without an employee incentive compensation system, I recommend one. The simplest fee-related incentive is to share a portion of the fees with front-line counselors and agency support personnel.

The third key to winning wholehearted agent support for fees is training that focuses on the presentation of fees and response to clients' fee questions. Begin with an in-house training program that highlights the need for fees and the correct customer presentation techniques, including predetermined wording for initial fee presentation and commonly asked client questions.

Go beyond a "this is how you should do it" presentation. Learning tools such as role-playing are vital in enabling front-line agents to achieve the right comfort level with fees. Counselors need to practice the scripts until they have responses committed to memory. A helpful pointer here comes from other agents. A number of our clients have developed CRS hot-key access to predetermined scripts for various situations.

Training should be ongoing. Once fees are in place, document the most difficult client situations, questions and comments, and use them as topics at staff meetings. Appropriate responses, once again, should be developed and practiced. Clearly, the bottom-line motivation for charging fees is the bottom line.

An often overlooked dividend, however, is how a successful fee program makes agency employees feel about themselves. In my experience, they sit a little straighter, they hold their heads a little higher and, in general, they feel better about themselves and what they do for a living. In my book, that alone is worth the effort.

Dr. Robert Joselyn is president and chief executive officer of Joselyn, Tepper & Associates, Inc., a consulting firm in Scottsdale, Ariz.

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