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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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Speed the Transformation of Your Customer’s Experience

Posted on December 17, 2013 in Business Advice, Education Please leave a comment

I’m constantly flummoxed by executives who feel that the only good idea is a new idea, the only means to success is through their own innate creativity. A COO once told me that trying to create simplicity in operations for staff (so they could more consistently deliver a great experience to their customers) wasn’t challenging enough.

The best executives need to realize that there’s a multitude of great examples of customer service cultures and wonderful customer experiences in other businesses, other industries. And there’s no shame in learning from others to speed the transformation of an organization.

In the article City School District taking lesson from Wegmans, the Rochester School District announced that it was going to train staff on many of the same customer service principles and techniques that Wegmans Grocery Stores (with a reputation for great customer service) utilize. This includes quick issue resolution and fostering a WWWD (“What would Wegmans do?”) mindset.

The point is not to say that we all need to look to our local grocer for customer service tips. Rather, in Education or other industries (local government, healthcare, etc.) that are not always known for a great customer experience, sometimes it’s better not to look at industry peers. It’s best to look to those who have the reputation for being the best in a particular aspect of business. Think Zappos for culture, Chick-fil-A for consistent customer service in a transactional environment, or Amazon for personalization in a high tech/high volume world.

Speed the transformation of your customer’s experience by benchmarking with best-in-class performers OUTSIDE your industry.

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In Service Recovery, Say It Like You Mean It – 12/10/13 TOW

Posted on December 10, 2013 in Customer Service Tip of the Week Please leave a comment


Wanda was incensed. She was talking to the customer service representative about one of her client’s mortgages, and she was venting. “I waited on hold for 37 minutes, and then when the representative picked up the phone, he tried to help, but he couldn’t. After 11 minutes, he transferred me to another service center, where I was on hold 10 minutes as well. I left a message, and nobody has called me back!”

Notice that she’s giving specific times, explaining the process she’s been through, and ends with a negative (and a hefty inflection).

Next, Wanda was silent for about 15 seconds, and then she said “My client just wants to pay off the mortgage. The gentleman I spoke with from your company tried that, and it didn’t work.” [paused] “You say you want to help, but if you did you would be listening – like I mentioned, he already tried that, and…” [paused] “Please don’t interrupt. Listen, my client just wants to pay off his loan. Just look up his account number, please, like the other gentleman did, and I’ll explain this again.”

Notice that she’s using professional terminology (“gentleman…client…please”), but she’s upset after each pause. In each pause, the customer service representative is trying to direct Wanda or trying to run through a script, and Wanda isn’t happy. Wanda seems professional and somewhat patient, but she’s VERY frustrated, and this current representative isn’t conveying he cares. He isn’t conveying that he’s listening. He isn’t conveying that he SINCERELY wants to help.

In Service Recovery situations such as this (especially on the phone), the customer not only needs to sense action is occurring, but they need to feel like you’re listening – they need to hear that in your voice and by what you communicate back to them. Restating and confirming their issue before suggesting a next step, having empathy, being patient enough to let them finish while conveying a little urgency FOR them through your voice (with some pace and fluctuation), and even stating that you want to help (by emphasizing the word “want”) – these are ways to show you care in Service Recovery.

These conversations are tough, but to the customer they’re often tougher because they feel they have no control over the resolution. Therefore, we need to deal with their emotion with sincerity coming through in our voice.

In Service Recovery, Say It Like You Mean It.


Customer Retention for Marketers

Posted on November 26, 2013 in Business Advice, World of Customer Service Please leave a comment

Many marketing articles, blogs, apps, other tech-related devices talk “customer retention” but are really talking their true love – “marketing.” They talk about how “marketing drives higher retention” and how relationship development is really “drip marketing.”

I’m not going to debate retention v. marketing because many people think only about sales and marketing, they don’t think in terms of customer service and developing relationships for the long-term.

So for any marketers out there, here’s some customer retention advice on mindset, strategies, key questions from the marketing perspective:

  • When considering retention, think of your customer as an individual person – not a group. Communicate with them as an individual, not as a market segment. If you’ve ever had a company for whom you’ve been a long-term customer market to you like you’re a prospect, that company abdicated their relationship with you for the ease of pushing products.
  • When developing strategies, focus on the concept of what you need to do to still have this customer in 1-2 years. In other words, what would you need to do – and when would you stage those actions – over the next 1-2 years? Companies who think short-term, often come across as doing things in their best interest, not in terms of what’s best for the customer.
  • When communicating with them, first know how they want you to communicate with them (not how you want to communicate with them). I’ve oftentimes received multiple sales telephone calls and just let the machine pickup, never to return their call. However, if they would have e-mailed me in a personal way, I’ll always respond, even if not interested at that time.
  • Communicate with them in their preferred frequency of communication. Some people will opt-out of e-mail campaigns coming at them 3-5 times per week (especially since they’re typically just sell-related), but they won’t opt-out if it’s once every 1-2 weeks and/or if there’s a mix of sales and more educational communications.
  • View a customer as a supplier of information to you – the information you need to retain and sell them. Don’t think “push” first; think “pull” first – spend more of your research strategy in getting to know them, asking questions and pulling information from them (especially at the start of the relationship) than pushing offers to them.
  • Base your decisions on their personal retention drivers; base your strategies on them as individuals. If you know why one customer will stay with you, address it. We conducted research for a client that noted that first-time customers who are likely to renew annual contracts are actually interested in upsell opportunities, but a high percentage of first-time customers are not likely to renew. You can’t do much with that general information, but since we knew which customers had which inclinations, we could recommend to whom to market and to whom to take a service recovery/retention approach.

If you’re a marketer, customer retention is for you – just know through what lens to look to create your marketing strategies.

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