Hi All,
Good morning. I hope everyone is having a fine day today.
I’d like to explain our policy on refunds. It’s a bit controversial, but maybe by the end of this post, it’ll make sense. If not, well…at least I tried.
When someone first signs up to The Customer Factor, there is typically quite a bit of time spent with that individual. I routinely walk new users through the many features in the software either remotely on their computer or just over the phone. The first month is when most of the time is spent with someone.
This time may also include importing data from another program. For example, if someone has used quickbooks for years, they’ll need to export their data out into a csv format so they can import it into The Customer Factor. But first it needs to be cleaned up. It’s pretty rare when a csv file from one software program will neatly import into another software w/o the data being manipulated in some way.
And we volunteer to do this for the individual as a courtesy. And if that person would like to import more data besides just customer info, then we provide a custom import which is also done as a courtesy. For example, we can provide the ability for a user to import job information with job dates, job types, job pricing, and even invoice information (including invoice numbers and dates paid). I’m not sure how many companies will go to those lengths w/o charging something for their time.
But here’s the problem. If we spend this kind of time with an individual and/or preparing a file to be imported, we’ve got a few hours invested at this point. If that individual then requests a refund for whatever reason, that investment just went south.
So now let’s fast forward a few months and say that that individual signs up to The Customer Factor again. The question I have to ask myself is are we willing to spend the time with this individual all over again? I’ve already done it once with no roi. So the answer up until now anyway has been no. We’re a small company so we have to make the best use of our resources. And spending the above mentioned time all over again with an individual isn’t really the best use of our resources.
If I can put it in window cleaning terms, let’s say a window cleaner has a 100% satisfaction guarantee on their service. So if a customer isn’t satisfied, they can receive a full refund or a complete do over. Let’s assume you serviced the customer and the job took 4 hours. They’re not really happy with the job for whatever reason and they want a refund. Now let’s say that same customer calls you a few months later. They might not remember you or your company, so they call you again. You remember them because refunds do tend to stick out. I’m not sure if any window cleaner would be willing to do that job again and risk spending another 4 hours for nothing.
Anyway, I’d like to close with one quick comment. I’d like to emphasize that we’ll spend whatever kind of time any of our users need. For folks who have called our office such as Lynne and Justin in this thread, they know this to be true. This includes not only questions/issues related to The Customer Factor, but also website stuff (we provide free webhosting), or even unrelated stuff like search engine optimization. I thoroughly enjoy helping folks through whatever questions or issues they may have. We’ll do things like resize and upload logos, remotely log into someone’s computer and set all the browser settings (so they can print labels, invoices, estimates, etc.), take care of the quickbooks transfer process if they have qb, and more. By providing unlimited support via phone 5 days a week and unlimited support via email/support ticket system 7 days a week, we know that users will stick with us over the years. So “time spent” is never an issue. It’s only an issue when we’ve spent a few hours with someone who ends up requesting a refund.
With all the above said, if we get some feedback in this thread recommending that we should allow for anyone to sign up at anytime regardless whether that person requested a previous refund, then we’ll definitely look at revising this. Please let me know your thoughts. If you’d like to email me directly, you can do that here. Or you can call 256-546-2446. We’re always looking to improve whether it be new features or new policies. One of the advantages of being a small company is we can change on the fly.
As a matter of fact, after I send this post, I’ll go ahead and take a look at this and run some numbers. We get very few refund requests, and even if we do get a refund request, we don’t necessarily spend the above talked about time with the new user who is requesting that refund. For example, I don’t think we cleaned up a file and imported it into The Customer Factor for mike (mc payne). And when we combine this with the fact that the floodgates have opened to The Customer Factor in the last 3 months or so, this “time spent on a refunded user” could be a moot point. Again, I’ll run the numbers and do some calculations.
I appreciate everyone’s feedback on this issue. It means a lot. Thanks for your time today and I hope you all have a great day. Take care for now.
Regards,
Steve