Your perfect 'customer setup'

16k_zx81

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I have a long-standing customer, whom I have just come back from an onsite call to.

While on site, I finally managed to get him to sign up to a cloud-based backup system (Mozy).

As I was driving home, I was thinking about all the small steps that have occurred with him since I started doing his onsite calls, and I think he's getting pretty close to a perfect setup IMO

And this got me to thinking, I have a picture in my mind that Im aiming for with long term customers. This is what I consider to be an 'ideal setup' for a home user. Its the benchmark Im referring to when Im assisting them, and the closer I can get them to this, the better I feel I have done my job.

The setup looks something like this:
1. an automated local backup system. In the case of a single computer, this is an external hard drive, or a second drive in the computer itself. I use Karen's Replicator, but the important thing is that their backups arent left to vagaries of memory.

2. a cloud-based backup in addition to the local backup.

3. a decent commercial AV. My personal preference is Kaspersky, because Ive never had any issues with it and its detection rates are consistently good. The price is good too... But not a system like Norton 360, or Mcafee, or Trend Micro, which will probably cause more problems for them that they're likely to solve.

4. a web-based email account, like gmail. This gives them a 'permanent' email address, so they dont feel committed to stay with crappy overpriced or poorly serviced ISPs. (How many customers have you seen stick with a crappy ISP because they dont want to redirect, and want to keep the email address they've 'always had'). This gives them a permanent record of their emails, which they can access without getting technical about restoring backups. It just works and is always there...

5. If nothing else is current in their computer, the Hard Disk is not some ancient fossil thats about to keel over. Hard disks are cheap and easy to replace. Data loss is expensive and difficult (not so important with customers that have a proper backup system, but critical to those who dont IMO). If the hard drive is ancient I recommend they either get backup or replace it while they still have the choice.

6. (less crucial) a decent -sized LCD screen. Most customers dont seem to realise how cheap current 23-24" screens are and love the bigger size once they upgrade.

7. A copy of the remote software I use installed on their machine, so that I can log in and give them a hand without the time and expense (to them) of a service call.

8. Not using a USB dongle for their internet access. I dont know about other countries but here in Oz USB is overpriced, slow, and unreliable. It seems that some customers think this is an easy way to get online. It is, but not without disadvantages to them. Preferably wired or N.

9. Current image of HDD, or at least a HDD image of a new install with all their software / printers, etc set up and working.

10. Cabling checked and tidied. I lose count of how many home users Ive seen running their computer gear from a 4-point multi-point with double-point coupled onto double point, and all the cables spilled all over where their feet sit. If they are interested, I try to get a decent 10-point in their with a surge protector, screw it to the base of the desk, and cable-tie (velcro) everything up out of the way.

Dont get me wrong, Im not prescriptive with anything above. The thing I most commonly mention to people is backing up properly. Once they trust me I will suggest more things if I see they need them, and up to them if they go with the idea or not.

So that's my idea of a well-set up customer.

Whats yours?
 
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A clean work/home environment is always a plus. Sometimes I leave a client's site with a coat of dog or cat hair on my clothes and immediately feel like I need a shower. Same thing with those who smoke & surf. Can I get an "amen" for vacuum cleaners and soap?
 
A clean work/home environment is always a plus. Sometimes I leave a client's site with a coat of dog or cat hair on my clothes and immediately feel like I need a shower. Same thing with those who smoke & surf. Can I get an "amen" for vacuum cleaners and soap?

+ 1 to that! :)

filler smilies...... :) :) :) :) :)
 
I have a long-standing customer, whom I have just come back from an onsite call to.

While on site, I finally managed to get him to sign up to a cloud-based backup system (Mozy).

As I was driving home, I was thinking about all the small steps that have occurred with him since I started doing his onsite calls, and I think he's getting pretty close to a perfect setup IMO

And this got me to thinking, I have a picture in my mind that Im aiming for with long term customers. This is what I consider to be an 'ideal setup' for a home user. Its the benchmark Im referring to when Im assisting them, and the closer I can get them to this, the better I feel I have done my job.

The setup looks something like this:
1. an automated local backup system. In the case of a single computer, this is an external hard drive, or a second drive in the computer itself. I use Karen's Replicator, but the important thing is that their backups arent left to vagaries of memory.

2. a cloud-based backup in addition to the local backup.

3. a decent commercial AV. My personal preference is Kaspersky, because Ive never had any issues with it and its detection rates are consistently good. The price is good too... But not a system like Norton 360, or Mcafee, or Trend Micro, which will probably cause more problems for them that they're likely to solve.

4. a web-based email account, like gmail. This gives them a 'permanent' email address, so they dont feel committed to stay with crappy overpriced or poorly serviced ISPs. (How many customers have you seen stick with a crappy ISP because they dont want to redirect, and want to keep the email address they've 'always had'). This gives them a permanent record of their emails, which they can access without getting technical about restoring backups. It just works and is always there...

5. If nothing else is current in their computer, the Hard Disk is not some ancient fossil thats about to keel over. Hard disks are cheap and easy to replace. Data loss is expensive and difficult (not so important with customers that have a proper backup system, but critical to those who dont IMO). If the hard drive is ancient I recommend they either get backup or replace it while they still have the choice.

6. (less crucial) a decent -sized LCD screen. Most customers dont seem to realise how cheap current 23-24" screens are and love the bigger size once they upgrade.

7. A copy of the remote software I use installed on their machine, so that I can log in and give them a hand without the time and expense (to them) of a service call.

8. Not using a USB dongle for their internet access. I dont know about other countries but here in Oz USB is overpriced, slow, and unreliable. It seems that some customers think this is an easy way to get online. It is, but not without disadvantages to them. Preferably wired or N.

9. Current image of HDD, or at least a HDD image of a new install with all their software / printers, etc set up and working.

10. Cabling checked and tidied. I lose count of how many home users Ive seen running their computer gear from a 4-point multi-point with double-point coupled onto double point, and all the cables spilled all over where their feet sit. If they are interested, I try to get a decent 10-point in their with a surge protector, screw it to the base of the desk, and cable-tie (velcro) everything up out of the way.

Dont get me wrong, Im not prescriptive with anything above. The thing I most commonly mention to people is backing up properly. Once they trust me I will suggest more things if I see they need them, and up to them if they go with the idea or not.

So that's my idea of a well-set up customer.

Whats yours?

It's pretty much what I do. I'm a people people and chat a lot(and work :p ), dialogue with clients has been my career for the 20+ years. Talking about smoke in the other post I'm a non smoker as is the rest of my family but I couldn't believe the stink that came out of a laptop I had in the workshop recently. I worked on it a couple of days biut it was continually spewing out this stink and yet outside it was immaculate:rolleyes:
 
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Thats why when I get a shop, Im going to build a filtration system that I can put a hose near the exhaust and keep it from stinking up the office.
 
I am very happy if the client knows his/hers login/username to different things like e-mail, vpn etc etc :)
 
One that uses AC in the Summer, and appropriate Heat in the Winter. If your computer room is cluttered and it is 90 degrees in there, I tend to start feeling miserable.
 
One with a half naked 20 something pretty girl in the room ;)

THIS! ;)
All of the above are great things to have already set up at a clients and would make for really quick fixes for even the most complicated of problems.
I have some of my regulars doing most of this list but it would be awesome to get them on all of them! :)
 
A clean work/home environment is always a plus. Sometimes I leave a client's site with a coat of dog or cat hair on my clothes and immediately feel like I need a shower. Same thing with those who smoke & surf. Can I get an "amen" for vacuum cleaners and soap?

I was working as a government contractor to the military (hardware support mostly) and they brought this ancient Sun Ultra 10 out of a warehouse somewhere. It was so bad it had rats living in it. We were deathly afraid of inhaling rat droppings we had to take it out side to blow out with a air compressor and a breathing filter.
 
I was working as a government contractor to the military (hardware support mostly) and they brought this ancient Sun Ultra 10 out of a warehouse somewhere. It was so bad it had rats living in it. We were deathly afraid of inhaling rat droppings we had to take it out side to blow out with a air compressor and a breathing filter.

Ouch, seen some rough ones before, but been fortunate enough to stay away from the rats;)
 
Back to the OP. .

What you are describing is upsell or suggestive selling and of course it is an integral part of our business. I always suggest something additional with a service call.. . memory upgrade, HDD upgrade, Network upgrade, home media server, etc.
But tell me, if there is a client that you had 8 months ago and again 16 months ago, how will they know about cloud backup or local backup or any other upsells that you are suggesting?

I have been doing a lot of thinking and planning for 2011.

My new website will have an active blog aspect to it. (Although I will never call it a blog. . I hate that term. . for me it conjures bored people talking ad-nauseum about things I care not a wit about). About monthly, I will discuss some aspect of owning and operating a home computer. This article will also be emailed to my current clients of course with a link back to my website.

For example
"How do you safeguard all your personal photos from being lost?"
Then a few lines about how local and cloud backup works.
Then a link "learn more about backing up your important photos and documents"
Then the full article at my website with referral link to Mozy.

Comments?
 
One that uses AC in the Summer, and appropriate Heat in the Winter. If your computer room is cluttered and it is 90 degrees in there, I tend to start feeling miserable.

I have a Client like this, and it is miserable. I tidied his cabling just so I could get the computer out of its cubby hole. He smokes, and you know how that dust is, plus his computer was in a small cubby in the desk, little wonder it was overheating.

I cleaned it out, tidied the cables, removes some magazines from the cubby, and promptly installed a remote support solution, so I wouldn't have to come back on his whim.
 
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