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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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Time is of the Essence – 5/16/23

Posted on May 16, 2023 in Customer Service Tip of the Week Please leave a comment

Time is precious.  There’s no time like the present.  Your time is valuable.  Timing is everything.  Children spell “love,” T-I-M-E.

There are many great quotes that reference time.  And part of the reason is that time can be considered somewhat finite; at least within the day, it’s a limited resource.  What one person is doing will be just a step toward their next activity, their next conversation, their next trip that day.

So, what are ways that we can be considerate of the customer’s time?

The Schedule

  • Give customers reasonable notice about when something from them is due, or a meeting will occur.
  • Provide options so that if a time won’t work for them, they have alternatives to consider.
  • Immediately let them know of schedule changes or cancellations.

 

The Prep and the Process

  • Prepare going into the meeting so that the conversation is well-planned and can minimize the customer’s time.
  • Start on time. End on time.
  • Focus on the customer entirely during conversations, so that interruptions or unrelated activities don’t waste their time.

 

The Delay

  • Ensure you’re well-trained on a process, so that the process isn’t delayed by lack of comfort, confidence, or knowledge in performing some standard activity.
  • When they’re waiting, let them know the expectation for the wait time, see if there’s something they can be doing so that when the wait is over, they’ve already accomplished some of the next steps. Keep them informed and updated about when the wait will end.
  • If there could be a lengthy delay or some research required, give the customer the option to exit the conversation, and offer to contact them once the research is complete.

 

Your time is valuable, and so is the customer’s time.  Strengthen your strategies to ensure we’re considerate of the customer’s time.

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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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Is the Customer Issue an Organizational Issue? – 1/17/23

Posted on January 17, 2023 in Customer Service Tip of the Week Please leave a comment

Customer retention is vital.  Most of next year’s customers are going to be those who are this year’s customers. So, the more you lose today, the fewer you will have tomorrow.  Organizations conduct research, data mine, or bring in consultants to help identify those customers who may be most at-risk of being lost.

But every individual in an organization can help identify at-risk customers.  Let’s ask some questions: When is a complaint a sign of risk?  When is an issue a sign of risk?  When is a lack of activity a sign of risk?

Defining Risk

By Risk we mean…Risk of losing a customer.  Risk of having many customers having the same complaint or issue that your customer is experiencing.  Risk of customers not using your services, not engaging with your business, finding other ways to get their needs met.

As with most aspects of customer service and retention, frontline staff are often best-positioned to help the organization as a whole.

Finding Organizational Issues

If the complaint is about a highly-used process or some aspect of the product or service, that could be a bigger risk for the whole organization if other customers are using that same process, product, or service.  However, when a complaint is about an individual employee, that actually may not be a sign of risk for the whole company.  Maybe it’s a localized situation.

When the issue being discussed is about organizational communications or tools such as website functionality or inconsistency in information flow or content, that could be a risk to the whole organization.  However, if the issue is some characteristic of a transaction that’s unique to that person, that may have less likelihood to be a risk to the organization.

When the lack of activity is because the organization has not been reaching out to the customer, has not kept their relationship fresh, then that could be a risk to the whole organization.  However, when the lack of activity is due to some change in circumstances in the individual’s life, it may not be a sign of risk for the whole company.

Issues that you see one-on-one with your customer may or may not be symptoms of bigger issues for the whole organization, but it’s helpful to the company for you to occasionally take a step back and consider whether a concern for one customer could also impact the many.

Determine if the customer’s issue is an organizational issue.

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