process

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

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Create Awareness of Alternatives – 2/4/25

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

Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The line for people placing the order was so long that it almost stretched to the street; there was no line in the mobile order lane.  Luckily, Sandy had downloaded the mobile app once before, so she pulled it up on her phone, placed the order, and then moved into the mobile app lane.  She had her food in less than two minutes.

The next day, Sandy had to make a deposit into one of her accounts at the bank, and withdraw cash from another account.  She had a habit of going into the branch, but when she walked in, there were 15 customers in line with two tellers waiting on them.  While waiting for a couple minutes, she noticed the drive-thru teller in a separate room in the back.  She noticed that teller was looking at her phone and occasionally peering at her computer screen – she wasn’t busy.  So Sandy left the branch, hopped in her car, and was first in line at the drive-thru.  She was out of there in about 3 minutes.

When Sandy got home, the Wi-Fi wasn’t working.  She used her phone app to access the internet provider’s site and logged into her account; she noted the customer care phone number, so she dialed.  The system said that she was sixth in line, and the estimated hold time was 12 minutes.  She noticed a chat function on the app, so while she remained on hold, she launched a chat.  Sandy got a hold of a representative immediately, they put a ticket in, and within two minutes, they had begun remotely testing her Wi-Fi.  She hung up the call.

These are three organizations that could have had clear stories of poor customer service experiences, but luckily for them (and for Sandy!), there was an alternative option in each case.  Sandy was able to order via the mobile app.  She was able to get into her car and go through the drive-thru teller line.  She was able to initiate a chat even while she was on hold on the phone.

It was a better experience because there was an alternative option, and most of all because she was aware of the alternative.

As you strive to deliver great customer service, know the options available to your customers.  Maybe the line is long, but the line might be shorter if some member of the team informed the customer of the other options.  Maybe the wait seemed excessive, but the wait would be shorter if one of the employees could convey an alternative to the customers that might give them service quicker.

Sometimes the best thing we can do to serve our customers is to build their awareness of other ways they can get their needs met.

Create awareness of alternatives.

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When You’re the Educator, What Should You Teach? – 1/21/25

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The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate on their own, to address issues on their own.

Unfortunately, technology is not always self-evident.  It doesn’t always think like customers think.  It doesn’t often convey what the customer needs to know when they need to know it in a way that the customer can absorb, understand, and use moving forward.

So, if we want to be the best of customer service professionals, we need to be excellent educators.

Let’s say we have a customer named Christopher.  About what do we need to build Christopher’s awareness?  What does Christopher need to know to get things done?  What knowledge does Christopher need to build in order to have the best experience possible with our organization?

Ask yourself (or your customers) these types of questions, because these questions build your understanding of what content is required in your educational endeavors with customers.

Does Christopher need to be more aware of technology options such as mobile apps, self-service website functions, chat functions, automated phone options?  And does he need to know how to navigate those mechanisms?  Does he need to know how to place in order, how to check status, how to follow-up directly with the right person, how to see if a service is completed or a delivery has been made?  Does Christopher need to know the services available, the features available, the different ways to experience your product or your service, your event or your facility?

To strengthen your role as an educator of customers, first identify what the key content is where they need to be more knowledgeable or better trained.

Identify what THEY need to know in order to have the best experience possible.

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Refine Your Decision-making Process – 11/26/24

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Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making process…

To choose, it is necessary to know.  Herman Finer

Strive to find information that will guide you in your decision-making.  Investigate and inquire enough to choose the right course of action.

The understanding that underlies the right decision grows out of the clash and conflict of opinions and out of the serious consideration of competing alternatives.  Peter Drucker

To make the best decisions, seek out people who have different perspectives from you.  Gather their input on the issue or the solution in order to identify the best response and to build your confidence.

When it is not necessary to make a decision, it is necessary not to make a decision.  Lord Falkland’s Rule

Do you have to make a decision right now?  If not, don’t feel obligated to make a decision on the spot.  Buy yourself some time to seek the input of others and build your comfort level with what to do in a particular situation.

People whose lives are affected by a decision must be part of the process of arriving at that decision.  John Naisbitt

Think about who could be affected by your decision.  Maybe this includes the customers themselves. Understand the downstream effects of what you are about to decide, and wherever possible, allow stakeholders to weigh-in and help create their buy-in.

When making decisions, seek information, seek the wisdom of others, know whether the decisioning timeline is urgent, and tap into the voice of those potentially affected by the outcomes.

Refine Your Decision-making Process.

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