One of the final things that I want to end up covering is when to transfer and when not to transfer. So transfer, and we'll do this because why even waste a few seconds and not transfer? So we have this and we have this, we can make that better. There we go. So when it comes to transferring, Well, number one, it's going to be can you handle the problem? So if it needs a new department, then of course, you're going to want to transfer that problem somewhere else to someone who's more suited.

Number two, angry customer, you're going to want to reply back and simply say, Oh, well, you know, unfortunately, I'm not able to, you know, solve your issue. I'm going to transfer you to a part department that is better able to succeed. gives them a kind of what I would consider a reset. And they're able to kind of chop that anger in half. Yeah, they're still going to be angry because the core issue at hand, but they're going to chop off all of this extra anger that they've been storing up talking to you. And now they come over here, they re explain themselves, hey, this is the issue, can you get the salt, someone you can take a chop at it, and give them better support.

Number three, and this one's kind of up depending on how you've been trained. Or if you're doing this yourself, you're an entrepreneur, then what I suggest is having what I call a go to board. And the goto board means if there are these different types of touchy subjects, so star, square, and circle, you know, any of these subjects will end up going and getting transferred over here. So that's when you want to do a transfer, and then anything that's you know, the normal triangle issues that people solve over Here, that's going to be kept, right. So there's always these special cases. Sometimes you have different marketing, billing customer support all those centers, that's when you'll obviously be transferring those things if you're only just say, you know, your customer feedback team.

And then finally, the fourth one that you're going to need to transfer people around for. And, again, it's kind of also a case by case basis. But it's whenever people are looking to find a new, how would I say this a new support, not new support, I'm sorry, a new service or a new product, then what you're going to want to do is no matter what most of the time, your customer support, or service, you're going to want to transfer that over to billing. Because from billing people will be able to more more than likely, especially depending on how your company's been divvied up. Billions going to be able to then re address the account and apply new charges to it in case they want to upgrade and or downgrade. So customer support from anything that has to do with upsells cancellations and downgrades.

So any of those types of things then you'll transfer. What you don't want to transfer for though, is number one, anything that obviously you can help. You want to stay with those people as long as possible. Number two, if you happen to be the project coordinator or manager, of course you want to stay with those people then And number three, the final one. And again, this is more of that case by case basis. But it's something where you are the department.

And I'll put that special department. So if you're the special department, then you can't obviously transfer people out. That's about the reasons why you shouldn't be transferring people, whenever you can help someone do do that. But if there's anything where you don't have the expertise, or someone's a better fit, or they have more access to the account information, that's when you're going to transfer. The number one is probably going to be angry customers that get too heated, you kind of need to let them cool off, and then you're going to send over somewhere else where they're going to be more aptly helped than if they just kept beating the bush with you and trying to get this done. You know, maybe they need to explain to them in a different way.

Just how Be a different person. All types of things can make a difference. Let me tell you. So those are the do's and don'ts of when and when not to transfer.