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Beware of Scary Telephone Customer Service - 10/27/26


As we near the Halloween holiday in the United States, it seems appropriate to discuss examples of scary customer service, particularly on the telephone.  Here are a few common issues that frustrate and annoy customers.  These are experiences to avoid delivering, and alternatives to adopt: The customer calls, describes their Read more

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

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Create Mutually-beneficial Relationships – 3/10/20

Posted on March 10, 2020 in Customer Service Tip of the Week Please leave a comment

We have worked with many clients over the years who have long-term staff in customer service roles.  At some point, the company decides to add a sales component to the responsibilities of the representatives, and the sparks start to fly!

I was not hired to sell. This is not in my job description. I’m a service person, not a salesperson. Customers don’t want us pushing stuff on them.

These are the kinds of objections that management gets from staff, and many of these objections are entirely valid.  For an organization to effectively pivot from purely service to service with some sales, leadership has to instill a mindset that it is possible to have a mutually-beneficial relationship with customers.  It’s not just that the company benefits from the customer’s purchases.  We also need to see how the customer benefits from what the company can provide.

When we were conducting a workshop with a client recently, we asked how to create mutually-beneficial relationships with customers.  This is some of what they said:

  • We provide them information that might save them money, such as information on rebates.
  • We provide educational information and services on trends in industry, technology, regulations, policies/procedures, and other information of use to them.
  • We have a loyalty program for their ongoing use of our products and services.
  • We understand what they want and need, we’ve asked them about their goals, and we take action based on what they tell us.
  • We know our products, so we can make sure we match up a specific need with a specific product.
  • We know our services and how to fix issues quickly, so we can be very responsive to their challenges.
  • We have connections with other groups within our organization and with other organizations, so if there’s something they need that we don’t provide, we know how to make that match.
  • If we know something is going to be backordered, we identify it and proactively reach out to them to make an alternative offer.

Some of what the client personnel told us related to positioning yourself as an educator for customers.  Some examples related to understanding your business exceptionally well so you can match their need with your solution.

Some comments related to being proactive on sharing information that might save the customer money, or being highly responsive when issues arise that might challenge them.  And some of these ideas simply dealt with knowing the customer better as well as knowing where to go to meet customer needs, even if it wasn’t within your particular organization.

If part of the customer service representative’s responsibilities is to sell, make sure that the organization and staff first understand how to create a mutually-beneficial relationship.

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

Posted on October 1, 2019 in Customer Service Tip of the Week Please leave a comment

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 clients well, on showing your accounts or patients or members that you value and care for them. And all that still holds true.

But I’d like to consider a different track as well this week. Best practices in customer service now focus on how culture drives customer service. It’s easier to be consistent in the service experience if your employees, your internal teams operate like a cohesive unit. They have the same goal, they communicate well, they treat each other the way you want them to treat customers.

It’s the internal culture that drives the external customer experience.

So, this week, consider ways to appreciate your co-worker. Show your team member that you value them as a person, as a peer, as a professional. Ask the person sitting next to you about themselves; find ways to be supportive of them. Strive to build relationships with those you work with every day so that you can better support those you work for every day.

Ask yourself: How can I be a better teammate? How can I build positive relationships with my co-workers?

Celebrate National Customer Service Week by celebrating each other.

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

Posted on March 19, 2019 in Customer Service Tip of the Week Please leave a comment


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 be some semblance of ongoing communication. There has to be some kind of dialogue that is not all about you. It’s about listening to the other person, about seeking them out and sharing something of value, or listening to something being shared by them.

For those of us that are trying to deepen relationships with our clients and grow our business with them, oftentimes we can get into a habit of communications being all about selling. Communications become all about pushing information. It gets to the point where, whenever they hear from us, they’re hearing about us and our products and services.

But think about what makes for a good relationship. There is informal as well as the more formal interaction. There are not long periods of dead silence. There are enough ongoing communication touches that the relationship never goes stale.

The Second Step in gaining a Customer for Life is to have a strategy that you implement that ensures that you don’t go too long between communications with the other person. This strategy has a mix of formal and informal touches. You’re not constantly pushing information to them, and sometimes you’re just engaging them in informal discussion.

Sometimes you’re asking them questions to learn more about them. Sometimes you’re requesting information or being inquisitive. And sometimes you’re providing something just because it’s the right thing to do even if there is no direct tie into a new sale.

In other words, care about them as an individual enough so that more than half of your communications with them are either helping them out, generally keeping in touch, or asking them about themselves.

To create a customer for life, take the second step. Make it about them, and never let the relationship go stale.

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