How To Do A Service Autopsy

There are wins and lessons every day we walk agencies through how to do a service autopsy and teach the entire team how to make key decisions.

We recommend agencies do a monthly service autopsy meeting. Similar to the way when a doctor looses a patient they use it as a training opportunity your agency can learn a lot from both the wins and lessons.  We recommend you don't always do the losses but combine up on a rotation the wins and lessons. 

Common Autopsy Targets 🏹

• Lost Customer
• Re-Market
• Cross Sale
• New Sale
• Referral
• Saving An Account

How It Works 👨‍💼

You want to actually cross off the clients name and the team members name so there is no bias. If this is too big of a challenge the program will still work!

• Pull Any Recorded Calls if you don't record calls instead outline the scenario in writing or video
• Take screen shots or an export of activities on the account
• Send the documentation to the team to digest before the meeting
• Hold a team meeting 
• Have everyone document:

From there you can have an indepth conversation to help train your team about what to do in the event they face a similar situation.