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Talk About Yourself to Build Customer Confidence - 4/16/24


When you’re dealing with somebody who is anxious or nervous about a situation, a customer who feels like they don’t have much control, an individual who is unsure and uncertain, it’s important to put the customer at ease.  It’s important to build their comfort level.  It’s important to help Read more

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

“You’re the Boss” - 2/20/24


Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to Read more

Customer Understanding Leads to Relationship Growth - 2/13/24


We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered Read more

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Peer Recognition Made Easy – 4/10/18

Posted on April 10, 2018 in Customer Service Tip of the Week Please leave a comment


There may be one manager in the department. There may be one supervisor over your division. Those individuals may see you interact with customers, but usually your conversations with your customers are out of the sight of leadership.

Every day you make a difference, and often you’re working side-by-side with co-workers who are also making a difference. So, if we rely only on leadership to recognize us, we’re losing out on one of the greatest sources of recognition – our peers.

A Quick Story – The client called their account representative, Beverly, with a request about the monthly lawn service they were scheduled to provide. Beverly offered some suggestions to the client, noted that Jeremy would be onsite the next day and could provide more information, and shared how knowledgeable Jeremy is on this particular topic.

Jeremy delivered what Beverly promised, and the client sent a thank you e-mail to Beverly, noting and appreciating Jeremy’s patience and information shared. Beverly then routed the kudos to Jeremy and his supervisor.

It was simple.

The employee heard something positive about a co-worker, and let the co-worker know. The employee experienced a co-worker going above and beyond, and she simply shared that information with him.

Beverly could have just heard the compliment, but she took an extra few seconds to share that compliment with others in the organization. This form of peer recognition is exceptionally easy – all you have to do is to share what you hear positively with that co-worker and potentially with their supervisor.

Many of us appreciate being appreciated, but for many of us all the appreciation comes solely from the fulfillment of doing your job well or the occasional but all-too-rare accolades we receive from supervisors. If instead we take on an attitude of appreciation and a desire to point out the positives of peers, we’re filling up people with accolades by simply passing on the positives that the customers share.

Make peer recognition a part of your everyday job. Simply pass along customer kudos.

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General George Patton on Customer Service – 4/3/18

Posted on April 3, 2018 in Customer Service Tip of the Week Please leave a comment


Here’s a quote from General George Patton: “Plans must be simple and flexible. They should be made by the people who are going to execute them.”

We’ve worked with enough companies to know that employees get irate when they’re told about plans too late or they’re not involved in any way, shape, or form in the decision-making process. Therefore, they’re given last minute instructions and plans that – oftentimes – they know will not work as designed. This lack of frontline employee input can easily lead to a lack of success.

But not all plans are strategic in nature or need to be executive-driven. Many plans – especially those that are more situational – can be developed by individual employees. You are the ones who are going to be executing these plans. You are the ones who are going to tailor them to the situation or the individual that you are interacting with at the time.

Therefore, create plans to cover some of these important but common situations:

  • You’re asked a question, and you don’t have the knowledge or experience to answer.
  • The customer complains and then demands immediate resolution.
  • You’re given a last minute project by a supervisor, when you already have competing deadlines on other projects.
  • The other person is making a request that you know cannot be addressed the way they want it addressed, or in the timeframe they want it addressed.
  • The customer asks about a product or service that you don’t have or don’t deliver.
  • The customer complains about your co-worker, your company, or some issue that occurred years ago.

 
These are all typical issues that many of us may run into occasionally (or frequently!). Instead of putting yourself in a position to have to come up with the perfect answer on the spot, create plans for how you would address each of the situations.

Yes, the customer and the specific concern may to be unique in every case. However, if you have a plan, your comfort and confidence level will rise, and you will eliminate one variable of the equation when determining how to address the situation.

Create simple and flexible plans for common (but important) situations.

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A PB&J Customer Service Lesson – 3/27/18

Posted on March 27, 2018 in Customer Service Tip of the Week Please leave a comment


When my daughter was in elementary school, she had a teacher who gave the kids an assignment – write instructions on how to make a peanut butter and jelly sandwich.

Simple enough, right?

When the assignment was turned in, the teacher stood at her desk, pulled out a loaf of bread, a jar of peanut butter, and a jar of jelly, and she began to read the first student’s instructions out loud – “Put peanut butter on bread.”

So, the teacher put the loaf of bread in the center of her desk, and she slammed the jar of peanut butter on top of it. Some students laughed; others sat in disbelief.

The teacher began to read the second student’s instructions – “Place a slice of bread on a plate, and spread peanut butter on the bread.”

The teacher opened the bag with the loaf of bread, pulled out a slice, took a paper plate off the shelf, and put the slice of bread on the plate (so far, so good!). Then she unscrewed the top of the peanut butter jar, put her hand in, grabbed some peanut butter, and spread it by hand on the slice of bread.

This was met with equal groans of “Ewwww!” and “Gross!”

The teacher was illustrating how the kids need to be thorough in their descriptions/instructions. When explaining what to do or how to do something, we can’t assume that the person reading what we’re writing will make the correct assumptions about what we mean. If we want them to be clear, we need to be specific enough to be understood correctly.

Think about the instructions you give co-workers and customers on how to do a task – how to complete a form, sign-up for a service, submit documentation, provide you with information. If you want it done a specific way, you have to be very specific in providing instructions.

Make sure you get what you want in the form you want it from others. Don’t assume others will interpret general instructions the same way.

Learn from this PB&J Customer Service Lesson.

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