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Incorporating Guides and Field Staff In Your Sales Effort

by Tim Warren, Adventure Business Consultants

How would you like to increase your client enrollment and, at the same time, lower your marketing and sales costs? What would your clients think about your program if their expectations of service and safety were not only met, but consistently exceeded by you and your field staff? And how would your guides and other program staff perform their jobs if they understood their role in attracting repeat business and that it increased their income too?

The most profitable companies train field staff and guides to do more than simply facilitate and guide programs and trips. Profitable companies know that all staff - especially those in the field - play a critical role in their organization's overall growth, profitability, and success, by:


  • Providing outstanding customer service, both on trips and at the home office.
  • Actively educating guests/clients about other opportunities the company offers.
  • Inviting guests to return and to make referrals.
  • Participating in trade shows.
  • Negotiating phone sales, particularly during off-season.
  • And maintaining high standards for training staff and enrolling students.

Customer service
Many people regard marketing as "taking what you have and shoving it down buyers' throats." We might take that to mean placing more ads, attending more trade shows, increasing the number of presentations made, and so on. Yet according to Harry Beckwith, author of Selling The Invisible (1997, Warner Books), "that focus on getting the word outside distracts companies from the inside, and from the first rule of service marketing: The core of service marketing is the service itself."

Most of us in the outdoor education and adventure travel industry are in the service industry. We deliver an intangible service: an experience, a memory, a feeling. It's not like buying a car, where a customer can kick the tires or breathe in that unmistakable new-car smell. What our clients take away from their time with us are memories and new skills and, perhaps, broadened self-knowledge. These feelings, both positive and negative, are a direct reflection of their experience with your company and staff.

If a client has had a good experience of your product or service, they will be more inclined to send you repeat business. George Wendt, president of OARS, a California-based outdoor adventure company specializing in river adventures, encourages great customer service and enduring client memories by providing incentives for the staff to encourage repeat business. "Each guide will be remembered and rewarded for exceptional service that resulted in a return guest or referral for us," says Wendt. "Our guides know that if they deliver excellent service to OARS guests, they will be remembered by the clients, and if on any return trip, a client mentions their last guide's name, that guide will earn a bonus per booking."

Jacki Klancher, recruitment coordinator at The National Outdoor Leadership School (NOLS) in Lander, Wyoming, describes her school's philosophy on providing customer service, delivering course quality, and attracting return students: "My feeling is that the way instructors promote courses IN THE FIELD is by offering the best program we can. No sales pitch brings people back to the school more readily than a fantastic course."

Promoting additional programs and getting referrals Many of you reading this article have a variety of different programs or courses which you offer. If your field staff are trained to promote other opportunities offered by your company, and invite current guests and/or clients to return, the guests will be more inclined to do just that. NOLS, for instance, attracts students back to the school through a series of instructor training courses. "There is no question that a student who expresses an interest in taking a second course with the school, can receive extensive guidance while in the field," says Klancher. "For example, a student who seems particularly fond of rock climbing, and does well during a one-month wilderness backpacking course, might be encouraged to take a three-week backcountry rock course."

Consider sales as nothing more than "a transfer of enthusiasm." Let your clients know that your business, like most, relies on happy customers and referrals. Having your field staff and guides regularly communicate this to your guests will increase sales.

Training staff
For most field staff and managers, getting them to encourage and invite repeat business and referrals takes training. Role play with your staff. Be sure that they understand that the quality they provide when guiding trips plays an important role in influencing your guests. Everyone, especially the field staff, needs to be clear that without customers, there are no jobs. Your managers need to hire and train staff to yield the results you are looking for. While you're at it, don't forget to train anyone who comes in contact with a prospective guest. It's amazing how many companies project a poor image when an unexcited or unknowledgable staff member or volunteer interacts with the public.

"Facilitation of a quality experience demands that we adhere to strict enrollment standards for our Instructor's Course, and that we continue to abide by those standards when hiring field instructors," says Klancher. NOLS instructors are required to evaluate each other, and they are in turn evaluated by their students. "In seeking quality in our programs, our platform is that honest feedback from fellow instructors and the student body, as well as course de-briefers, help instructors and the institution to continue to grow and develop."

Nancy Terry, director of Research and Development for Project Adventure, also understands the importance of staff training and its influence on sales: "As we've become larger, we have instituted more systematized training. We are now in the process of developing customer response training which is designed to help all staff better understand all of our products and to learn which questions lead to the customer getting the best possible service." Project Adventure's mission is "to be the leading organization in helping others use adventure education as a catalyst for personal and professional change and growth." "Having an educated staff that is able to help others become educated consumers is of great importance to us," adds Terry.

Trade Shows
There are many other areas where you can effectively use field staff in the marketing and sales process. Trade shows and public presentations are great opportunities for knowledgeable field staff to enthusiastically communicate face to face with prospective clients.

"We have real answers to customers' questions based on our own experiences. I personally have a 'sweat' investment in the product," says Mary Bevington, an outreach coordinator who doubles as a field instructor with the Colorado Outward Bound School (COBS) in Denver. Mary feels it both wise and appropriate to have field staff working the COBS exhibit booth at consumer shows. "We intimately understand what COBS has to offer. We have lived Outward Bound experiences for weeks on end in a variety of environments, and have real answers to consumers' questions based on our own experiences," says Bevington.

However, as Jacki Klancher reminds us, "Not all field staff excel in the realm of trade and travel shows." Not everyone is comfortable in that environment nor have they had the proper training. Managers and owners need to be sure that they are matching, training, and assisting staff to maximize the potential of trade shows.

Phone Sales
Phone sales present another opportunity to engage your staff effectively. Field staff know your product better then anyone, but not all staff are suited for phone sales. The approach that NOLS uses is a good one. In addition to using almost all field instructors on the phones, each new admissions officer undergoes extensive training in course offerings, logistics, telephone presentations, student screening, and the managing of difficult conversations.

Finding qualified people for phone work, sales, and admission positions can be challenging. COBS feels that field staff or former students can be important resources and would like to employ more of these people in those positions, but few seem to apply for those jobs. They are usually on courses, traveling, or have off-season jobs. Nonetheless, don't cut corners here on training, commitment, or compensation. The voice a prospective client hears fully represents your company and can make the difference between signing up a new client or mailing another piece of expensive literature.

In summary, your staff, regardless of whether they work in the field, are one of your most important assets. Make the investment of time to select the best candidates for the job, provide ongoing training and reviews, and create incentive programs to compensate your staff for their guide work, as well as for their ability to encourage returning clients and obtain new referrals. Outstanding customer service, combined with unique programs and trips, and enthusiastic, motivated staff, will assure you continued and increasing business success.

Tim Warren and Adventure Business Consultants, has helped dozen's of adventure travel business just like you with customer service training and staff motivation.

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Proud Member of

Friends of Mongolia
Mongolian Tourism Assn.

The International Ecotourism Society
Outdoor Writers Association of California

Outdoor Tourism Business Alliance

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