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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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Improve Co-worker Rapport to Improve the Customer Experience – 4/4/23

Posted on April 4, 2023 in Customer Service Tip of the Week Please leave a comment

The movers were packing up the house.  It was a stressful time for Janine.  She was having to move her aging parents to a new city in a new State to help care for them.  The parents were leaving behind friends and a community where they’d lived for most of their lives.  Janine and her sister were doing all of the planning, working through all the logistics, and spending all the time and the efforts and the lack of sleep to make the move happen.

As she was working with the moving company, packing up the house, it would have been easy for Janine to let the burden of the situation overtake her.  But in the moment, there was something that made the packing and the moving experience more pleasant.

Even when she wasn’t talking to the moving team, she was noticing them.  They were talking with each other.  They used respectful tones.  There was smiling and occasional laughter.  They were productive and moved efficiently, but there was still a professionalism and a politeness with how they interacted with each other.

In short, the employees got along with each other.

For Janine, the overall environment in the home was noticeably more upbeat, more energetic, more positive, and more collaborative.  The atmosphere and the experience were much better because the moving team had a rapport with each other.

For organizations that care about the customer, oftentimes they focus the customer experience on their engagement with that individual.  But when more than one employee is involved in a conference call, at an in-person meeting, some kind of video conference, how the staff engage each other also has an effect on the feel of the experience.

Convey the pleasantness, politeness, productivity, and professionalism with your co-workers that we’re all expected to convey with our customers.

Improve Co-worker Rapport to Improve the Customer Experience.

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Avoid the Aggravation; Confirm the Key Point – 3/14/23

Posted on March 14, 2023 in Customer Service Tip of the Week Please leave a comment

In this age of instant information and auto-completion of texts or e-mails, we are quick to get one thing done and move on to the next thing.  Technology often helps us to complete our work more quickly.  Yes, there’s even AI technology that’s starting to wreak havoc on the internet because it does work for people.

But with speed and automation come basic risks.  The risks I’m referring to are those in-the-moment risks when you’re engaged with the customer – the risk that we’re going so quickly that we don’t get the right information. Therefore, we take a wrong step.  Therefore, there’s unnecessary work done.  Therefore, there are delays or rework or frustration.

It helps to confirm key points to avoid unnecessary aggravation.  Check out these 3 true scenarios:

Scenario #1 – The Wrong Number: During a call, the customer gave a phone number for the employee to contact.  The employee thanked the customer but did not confirm they heard the phone number correctly.  The employee called the line and didn’t get a hold of anyone.  It turns out that the employee wrote down the wrong number.  They didn’t call the customer back; they just assumed nobody was available at the number given.  There was a delay and frustration, all because the employee didn’t confirm what she heard.

Scenario #2 – The Self-imposed Deadline: The employee was very conscientious.  He wanted to get things done as quickly as possible.  He got the request from the customer and thought he could get it done by the next day.  So, he put other things on hold and rushed to make this customer request a priority.  Little did the employee know that the customer didn’t need the request addressed for a week.  The employee self-imposed a deadline because he didn’t ask the customer.  The employee put other projects on hold and worked late unnecessarily.

Scenario #3 – Paying for What?: The employee asked the customer for a payment in advance of recurring monthly services.  The customer wrote the check, and one month later the customer received an invoice for service provided.  The customer wondered why they were being billed if they paid up front.  After calling the business, the employee noted that the upfront payment was a security deposit, and the customer would be billed for the services received immediately thereafter.  The customer was not happy that they thought they were paying for services in advance, but instead they were just giving a deposit that they might not get back for months or years.

Sometimes the employee and the customer can avoid the aggravation if the employee is patient enough to confirm their understanding or to confirm that the customer understands.  Information given is sometimes assumed to be received correctly.  But that’s an assumption that can cause downstream issues.

Avoid the aggravation. Confirm the key point.

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Frame the Ways to Get Back Your Customer – 3/7/23

Posted on March 7, 2023 in Customer Service Tip of the Week Please leave a comment

Every organization that gains customers is in a position to lose customers.  For the sports organization, it’s the lost account holder.  For the healthcare provider, it’s the member who enrolls with the competitor at the end of the year.  The retailer, the software provider, the financial services firm – lost customers occur, typically with clear financial repercussions.  Even with local government, it’s the customer moving elsewhere, the customer circumventing the system, the resident griping and complaining.  Maybe that loss is loss of support, but it is still a loss.

So, if you’re smart enough or lucky enough to get a chance to identify the reason for the loss, maybe there’s a chance you win them back.  Or at least there’s a good chance that you can put some improvement in place to mitigate similar losses in the future.

If you’re formulating a survey or talking with the customer, create some structure around how you ask about exit reasons.  Use this framework as a starting point:  Think about Product, People, Process, Policy, and the Place.  You’re trying to get a holistic view of the customer experience in those controllable categories of exit reasons.

For Product or Service, what about the product could have been improved?  What could have been done so it stood out a little more relative to the competition?

For People, think about the organization, the culture, how those communications flow and how those relationships are developed.  Ask the customer about the attitude, skills, knowledge of your team.  How do they communicate with the customer?  And did the company as a whole proactively communicate with the customer – trying to keep the relationship strong?

Regarding Process, how self-evident is the experience?  What are the wait times or lead times like for the customer?  Is everything as self-evident as possible?  Are the terminology and technology and paperwork simple enough and clear enough for any customer to understand and navigate?

Do the Policies restrict the customer experience or enhance it?  Are policies conveyed clearly, and are they in the best interests of the customer?

And what about the Place?  This could mean the physical facility or the environment that people experience online or with your apps.  Is it intuitive and clear and, again, easy to navigate?

There are many reasons why companies lose customers.  To win them back, organize your thoughts within this framework.

Consider the Product, the People, the Process, the Policy, and the Place.

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