inquisitive

Bring Out the Best - 11/12/19


As a management consultant, oftentimes my job is to identify the key issues, determine the root causes, and provide solutions. We do a lot of strategy work, we conduct many research projects, and we train and train and train our clients. However, improvement usually involves pointing out what needs Read more

Know What You Don’t Know - 11/5/19


Twitter, Instagram, Facebook – yak, yak, yak.  In the social media world, there’s an awful lot of talk that goes on and a lot of opinions shared.  But sometimes those opinions are not based on any level of deep knowledge. Sometimes they are based on assumptions. In the world of Read more

Service, Sports, and Self-Control - 10/29/19


When I was growing up, I played a lot of golf. I practiced a lot, and I could score pretty well. However, when something went bad, when I hit a tee shot into the woods or dumped an iron shot into a lake, I would become unglued. Then every Read more

What it Means to Respect Someone’s Time - 10/22/19


Whether it is with a client when I realize that the meeting might go long, or possibly it’s in a workshop where I’m trying to end one conversation so we can move on to the next topic, there is a phrase I’ve used many times, and I mean it Read more

Be the Director of First Impressions - 10/15/19


Whether it’s in a hotel or in a coffee shop or a bank branch, first impressions mean a lot. First impressions mean “this is who we are” and “this is what you should expect.” First impressions mean “this is our definition of excellence” and “this is how much we Read more

People will Pay for Customer Service - 10/8/19


Sometimes all you need to read is the first paragraph in an article. Here’s the title from Business Insider: Amazon charges sellers as much as $5,000 a month for customer service if they want a guarantee that they'll be able to talk to a real person. The first paragraph reads: Amazon Read more

New Ways to Celebrate National Customer Service Week - 10/1/19


The week of October 7 is National Customer Service Week. No, this wasn’t another holiday invented by Hallmark, so you have to go to work. Hopefully that’s the good news! This week is typically thought of as a time to rejuvenate relationships with customers, to refocus your efforts on treating Read more

The Error of “Everyone” - 9/24/19


A recent article in The Charlotte Observer got me thinking about a concept, a premise that is suggested all too often in society. First, the article: The story was about lawn care, and some of the people quoted in the article talked about what customers want today. They noted Read more

Between Texting and Thoreau - 9/17/19


The more people that enter the business world having grown up texting, the more the quality of business communications drops. A typical text between friends is rarely what anybody in business would call a professionally-written document. There’s nothing wrong with that, because texting is typically informal dialogue between friends. Read more

I want to be an Astronaut - 9/10/19


When I was young, if a child was asked what he wanted to be when he grew up, the answers were often a fireman, a Pro Football player, a teacher, somebody who got to drive a truck, or an astronaut. Maybe the question is still asked today, and, if Read more

Know What You Don’t Know – 11/5/19

Posted on in Customer Service Tip of the Week Please leave a comment

Twitter, Instagram, Facebook – yak, yak, yak.  In the social media world, there’s an awful lot of talk that goes on and a lot of opinions shared.  But sometimes those opinions are not based on any level of deep knowledge. Sometimes they are based on assumptions.

In the world of customer service, basing actions on assumptions is a risk we shouldn’t take, and it’s a risk we do not need to take either.  Taking action is work. Taking action also requires a customer’s time and almost always has some kind of an impact on the customer.  So before we take an action, let’s make sure we know what we need to know.

When responding to a customer need, briefly in your mind run through a mental checklist.  Run through the 5 W’s:  Do you know the Who, What, When, Where, and Why?  If not, these are questions you can ask the customer to give you the information you need before you take action:

  • Who – The name of the person with the need or those involved in the request.
    • Can I get your name, please?
    • Who needs this service?
    • Can I get the name of the person needing this item?
    • To whom am I speaking?
  • What – A description of what they want done.
    • Which service do you need?
    • What would you like done?
    • Which item are we discussing?
  • When – A common understanding of timeframe – when it’s needed.
    • By when do you need this done?
    • When do you need to receive this item?
    • What date are you considering?
  • Where – The location where something needs to take place.
    • Where does this need to be held?
    • Where are you located?
    • To where does this need to be delivered?
  • Why – An understanding of the other person’s goal.
    • What are you hoping to accomplish?
    • What’s your ultimate goal?
    • Can you help me understand the result you’re looking to achieve?

Before you take action for the customer, first know what you don’t know.  Then get to know what you need to know to address the need right the first time.

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