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The Art of the Successful Script - 10/20/26


You’re the customer.  You go to the store, and they ask if you have a loyalty card.  You call the doctor’s office, and they ask for your birth date.   You walk up to the counter, and they ask if you found everything you were looking for. These are all valid Read more

The Key Building Block for Your Customer Relationship - 10/13/26


An automotive manufacturer gets supplies for their vehicles from all over the world.  They have arrangements, service level agreements, expectations for timing and quality of all the parts.  And when they gather all these supplies, they assemble the cars.  They test the cars.  Then they take pictures of those Read more

Be Flexible to Fill the Gaps - 10/6/26


The non-profit has the expected challenges.  There are only 3 people in the organization, yet, they have the same responsibilities of a larger company.  They have to do finance, sales, marketing; they deliver their services to the community, and they need to keep a pulse on what’s going on Read more

Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

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How to Create Focus and Direction – 10/22/13 TOW

Posted on October 22, 2013 in Customer Service Tip of the Week Please leave a comment


Prior to co-founding CSS, I was a management consultant for about ten years. At my previous consulting firm, they asked me to develop and deliver training for new employees on Consulting Skills and Professionalism. It was an honor to be asked and a fun course to teach.

In looking through some of the materials from that training recently, I came across a module that addressed keeping Focus and Direction, and the tips from that training should resonate for those in customer service as well.

Oftentimes as a consultant, especially if you’re inquisitive and creative, you can create a lot of ideas, want to make many improvements, and look to promote change for the better. Those attributes and actions can also be applied to many who have a customer service role or orientation. The problem lies in the fact that all that creativity and focus on continuous improvement can create TOO MUCH WORK!

What we promoted in the training years ago to create Focus and Direction were three key questions:

  • Who’s the customer?
  • What’s the need?
  • What’s the priority?

 
The concept was that your customers and their needs should set a focus; their priorities (or if certain customers or needs are bigger priorities) should help to sort out our priorities. The direction we should go should be greatly impacted by the direction our customers desire.

So the next time you have too many items on your “To Do” list for the day, look at those items in light of these three questions.

Create a Focus and Direction for yourself by doing those things that address key needs of key customers.

 


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