knowledge

Should you tell the customer? The Company’s Dilemma - 4/23/19


I have a lot of clients that struggle with this question, both at a company/strategic level as well as an individual representative level. When there is an issue that is going to happen, should you tell the customer? This week we’re going to address the question at the Read more

Customer for Life – The Final Step - 4/16/19


Two weeks ago, we addressed the Third Step of keeping a Customer for Life: Address what will keep them. Now, we’re sharing the Fourth and Final Step. To have a Customer for Life, you have to grow your relationship with them. While the 3rd step is the Read more

Use the Actions of Empathy - 4/9/19


I firmly believe that the most important personal trait of someone in customer service is empathy. If empathy is understanding the other person, then it’s very difficult to truly serve someone that you don’t understand. Particularly when they’re upset or irate, being empathetic and getting them to Read more

Customer for Life – The Third Step - 4/2/19


Two weeks ago, we addressed the Second Step of keeping a Customer for Life: Never let a relationship go stale – keep the communication going. Now, we’re sharing the Third Step. To have a customer for life, you have to address what will keep them. Read more

Facial Recognition is the Future of Customer Service - 3/26/19


According to a recent New York Times article, facial recognition is the future of retail customer service. A trend in technology for retail businesses is to utilize facial recognition technology in order to better know who is entering your business. The idea is that if somebody within Read more

Customer for Life – The Second Step - 3/19/19


Two weeks ago, we shared a Customer Service Tip on how to get (and keep!) a Customer for Life. We addressed the First Step, Knowing what you need to know about the other person. Now, we’re sharing the Second Step. To develop a relationship with anyone, there has to Read more

Employee Runs for a Dog Run - 3/12/19


I was never a Boy Scout. I mean in the literal sense, but also somewhat in the figurative sense, but I digress. After years of telling myself that I needed something to help my dog get exercise outside without worrying about him trying to dig under a fence and Read more

Customer for Life – The First Step - 3/5/19


This should be the goal, right? That our clients today will be our clients tomorrow and well into the future. That their loyalty grows, their business with us grows, their referrals grow, and it is all part of a relationship that grows and develops over time. But what’s the Read more

Retrain Your Brain - 2/26/19


Admit it. You thought about it. You thought: Why in the world did the customer try to assemble that before reading the instructions? Why would they drive all the way down here instead of just checking the website? Why would they go through the drive-thru when they can deposit using Read more

Look Up, or Look Out! - 2/19/19


The clerk called out “next in line!”, and Frannie went to the counter. “Can I have your name?,” the employee asked, but she stared at her computer screen while asking. Frannie stated her name, the time of her appointment, and noted the reason for the appointment. Staring at the screen, Read more

Dealing with the First-time Fan – 5/5/15 TOW

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


Customer service people, those in relationship management, those in call centers, those called service reps – they all at some point or another have to deal with the new customer. In sports, we call them the “First-time Fans.” These are the customers with the highest rate of turnover, and are therefore a huge priority for retention for organizations.

Instead of addressing the retention of the new customer from a strategic perspective, let’s look at it from the perspective of a representative. The customer is Jay. What is Jay like?

If you had to generalize Jay, he’s an unknown. You know less about Jay than any other customer in your business. He bought your service – but why? Was it a low cost offer (like a ticket discount), a service he never needed before (like outpatient surgery), or simply his moving near your business that drove him to your company?

He could be friendly, he could be open, he could be a techie, or maybe he’s a family man. He could make over $100,000 per year, he could anger easily, he could love your team, he could be impatient, or he could be very analytical.

He could be all of those things – or none.

Jay is the great unknown. He’s also beginning what could be a long journey with your organization. All customers are special, but view Jay as special in a slightly different way.

View him as a fountain of information. Someone so unknown, that that makes him intriguing. Jay is really James Bond; he’s 007; he’s someone new and exciting.

When you see Jay or the new patient, or the new customer, or the First-time Fan – get intrigued. Get inquisitive. Convey excitement about his newness.

Realize that to best meet his needs today and to keep him for the long-term, you have to get to know him. Ask questions; note the answers. Learn more and more so you can keep him longer and longer.

Let the intrigue of the new customer lead you on a quest to get to know them.

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Be a Star at Something, but NOT Everything – 8/5/14 TOW

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I’ve often used the phrase “Customer Service Stars” to address people who are outstanding at customer service. And while I would never tell anyone not to continually improve themselves (sorry for the double negative…), I don’t think that people should have to be great at everything to be great. In fact, it’s often counterproductive to try to be great at everything you do.

Think about your product, service, and process knowledge. To have complete knowledge of all those aspects of your organization requires a tremendous amount of study and continuous review of all changes that continually happen in most organizations.

Think about having the skills that you need to handle every customer interaction – control over your body language, tone, and words. You’d need the quick ability to change direction for every call, every interaction, every meeting to perfectly address the uniqueness of every individual and their situation.

How many of us are perfect at business writing – constructing e-mails with the tone and content that maximizes the perception of the reader that we care while simultaneously giving them the best answer?

We could go to key customer service principles – responsiveness, respect, collaboration, empathy, active listening, organizational skills, etc. Who’s perfect at those?

The point is that to be great at all these and the many other things required of someone in customer service, it’s virtually impossible, and I don’t want you to feel bad about your shortcomings. Customer service is my business – literally – and I fall far short in many of these points; I just keep working on them.

So keep working on your shortcomings, but find out where you’re already great!

You have that infectious attitude. You’re very organized, and that helps you to be productive and responsive. You’re highly empathetic and/or a great listener. You’re an incredibly self-aware person, so you know how you come across with your body language, tone, and words.

While you should continuously work to be good at all the qualities and skills of Customer Service Stars, make sure you know where you are already a Star (or REALLY close), and make that trait your calling card. Make that aspect of who you are be the aspect that separates you from others. Make that characteristic of who you are or how you act help you to stand out today.

Stand out to others by finding that one thing where you can be great.

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Review the Failures of Others to Ensure Success – 7/22/14 TOW

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“Those who don’t learn from history are doomed to repeat it.”

Many people have said variations of this – from George Santayana to Lemony Snicket – and I’m saying it today because it reminds me of a question I was asked recently.

A French financial services firm interviewed me about customer service and client retention for their internal publication. One of the questions addressed the many seemingly excellent customer service strategies and initiatives that don’t work. Essentially, why do they fail?

Here are four key reasons I provided:

  • Leadership Doesn’t Really Buy-In – Although leaders may talk about the importance of customer service and the client experience, they make decisions based on the product, they create incentives focused on new sales only, they sign-off on strategies that focus purely on reducing cost per unit. They talk the customer service talk, but their structures and incentives don’t align with service and retention goals. Here’s an example if you haven’t heard the recent Comcast customer retention call?
  • The Company Doesn’t Dedicate Resources – While an organization may care about the customer, if there’s no designated individual, division, strategy, or budget that focuses on service and retention, it won’t work. Sustaining an organization-wide effort is impossible if the initiative is 5% of the jobs of many without ever being the totality of the job of at least a few people in the organization.
  • The CX Definition is Limited – A small business owner laughed at me once when I brought up the concept of Internal Customers. He didn’t believe that employees should view and treat each other as customers. He didn’t believe that the customer experience (CX) applied to anyone within the corporate walls. He thought culture was irrelevant in driving a great service experience and retention. Zappos would disagree.
  • Tactic Supersedes Strategic – Too many companies conduct a survey, change a computer system, start a call center, send out memos telling staff to answer calls in 3 rings, and then expect their customer service scores and retention rates to jump off the charts. For organizations to be great at customer service, they need to view their organization as a system – where all the people, processes, programs, and technology interrelate and work for the good of the customer and company. Have a strategy for sustained service excellence and growth; tactics should then flow from that strategic view.

 
Align Around the Customer, Dedicate Resources, Look Within, and Think Strategically.

Ensure your organization doesn’t repeat the failures of business history.

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