How we turned a cancellation call into improved customer service
Clients come and go. It’s part of the natural cycle of business, right? But to be sustainable, you need more clients coming than going.
And sometimes the best client feedback comes from the ones who are on their way out the door.
If we’re lucky, we can talk to a client on the way out and find out why they’re unhappy. If they give us the chance, we can work on the things that aren’t going well and keep them as a client.
Since 2017, Karbon has seen growth both in terms of customers and the product. Early on, we added new features with the assumption that users were loving the changes. That is, until one of our earliest adopters called saying they wanted to cancel.
The call prompted us to closely examine why one of our most enthusiastic supporters was ready to leave us in the dust. Below, I’ll walk through what led to the ‘cancel call’ and how we used it as an opportunity to better serve our customers.
Recommended reading: 3 tips to enhance customer service at your firm
Parable’s best foot forward
Parable, formerly known as Xcelerate, was founded in 2011 by stay-at-home mom Jessica Daley as a means to prepare for her impending adoption with husband Greg. With Jessica’s background in accounting and finance, starting a bookkeeping firm seemed like a natural fit. The work could be done from home and in her own time.
The duo experienced natural growth, serving mostly churches as its vertical. A major turning point came in 2016, when Jessica and Greg began networking with accounting colleagues at events. Hearing about other teams’ systems, they became inspired to better leverage technology at their firm.
They were so excited that they decided to implement seven new tech systems at once. One of those systems was Karbon.
But the team was split on whether they liked our offering.
It would be easy for us to sit back and say, “Well, that was Parable’s fault for implementing so many systems at once. That’s not a Karbon problem.” But that wouldn’t be a fair assessment. When Jessica and Greg called to cancel, we asked them why. We determined that the debate boiled down to three issues:

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