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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

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

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Put Yourself at the Controls of Change – 4/28/20

Posted on April 28, 2020 in Customer Service Tip of the Week Please leave a comment

You have probably heard about manufacturing plants and restaurants who are pivoting during these challenging times and starting to make hand sanitizers, masks, and gowns.  They are being forced to change, and they’re trying to find the opportunities among the obstacles that surround them.

Sometimes we, too, as individuals in our work life are being forced to change – as many of us are today.  But there is some change that we can control.

What do you want to change?  What do you need to change?

Maybe some of it is attitudinal.  For those of us who are lucky to have a boss that’s encouraging and motivating, maybe not having that boss around requires us to be more self-motivated. Set your own daily goals.  Pat yourself on the back when you reach those goals.  Be the great encourager…to yourself.

Maybe the improvement needed is more of a technical nature.  We should want to improve our computer skills since we’ll be using those so much more.  Can we become expert at using the video conferencing systems and tools?  Can we become more proficient at toggling between different functions on our computer for information, since we’re relying less and less on paper?

The improvement area could be communication skills, particularly if having that face-to-face interaction and all the body language and expressions are so much less available for emphasizing our points.  You may want to improve your business writing skills – since you’re communicating more often via messaging to others.  Maybe you need to improve your concentration skills since it’s easier to get distracted when you’re in a video conference with 10 people than if you’re in a face-to-face meeting in the same conference room.

Finally, we can look for improvement areas in how we do our work.  Improving might mean that we’re more organized in our work since we can’t simply walk to the person in the next cubicle to talk about a project or chit chat with our office colleague about something.  Those random or nearby encounters are less likely, so we have to be a bit more intentional about planning when to contact others.

Change is difficult – particularly when it’s thrust upon you.  But if you can identify your own change – your own improvement path – you can give yourself some control.

Create the change that will help you improve.

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From Team-up to Partner – 4/21/20

Posted on April 21, 2020 in Customer Service Tip of the Week Please leave a comment

The phrase used to be “Team-up.”  Company A and Company B are going to Team-up to address this big consumer need.

Now the term is “Partner.”  Organization A and Organization B are going to partner together to seek a resolution to this community issue.

Both of these phrases essentially deal with different organizations working together with a common goal.  But even within the same organization, the ultimate organizational success usually requires people from different areas or with different functions to “Team-up.”

So, what do you do when you’re asked to Team-up with someone else at your own company?

To Team-up effectively, here are 3 quick suggestions:

  • Help Others – When you see a co-worker with a need (figuring out some video conferencing app, understanding how to interpret a policy, or dealing with a difficult customer situation), stop what you’re doing and offer to help. Don’t simply bypass someone in need.
  • Know Your Role – Understand how your job, your skills and expertise, and your experience fit in the greater organization. Know how your actions and decisions affect others; often, what you say or the work you produce (your “Output”) is the Input for a co-worker.
  • Collaborate with Others – Be willing to meet with and work together in formulating plans, dealing with issues, and delivering services. Support what’s best for the whole group, even if it may not be your first choice.  Encourage your co-workers and give them positive reinforcement.

Before you Team-up with others, take a moment to truly understand what is expected of you. Seek opportunities to help, understand how you affect others, and work with others as a good teammate toward a collective goal.

Team-up.

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6 Ways to Provide Something Extra – 4/14/20

Posted on April 14, 2020 in Customer Service Tip of the Week Please leave a comment

Winnie and Wayne ordered take-out last week, and when they brought their food home, they put the bag on the kitchen table and started unloading.  As they were pulling out the boxes, they noted two little handwritten notes. Each was a Thank You Note written by a different employee – one for each customer.

True story. Simple gesture. Special to the recipient, especially considering how exceptionally tough times are in the restaurant industry.

Sometimes when we are hurting, the best thing to do is to give a little extra to somebody else.  Sometimes when having customers knocking on your door every day is no longer a given, we need to do a little something extra.

Here are some “something extras” that we can consider doing for customers in the days where we’re currently living:

  1. Send that handwritten Thank You Note to a customer.
  2. Call or e-mail someone in an informal and personalized way just to check on them.
  3. If you find something that is helping you mentally, physically, spiritually, share that with others that you think may be open to that type of example.
  4. If you are waiting on something for the customer to do to complete a transaction or to get a process moving, either do it for them and let them know, or give them a quick call or text as a reminder to help them keep things moving.
  5. In e-mails and calls, don’t just share the facts, ask how they’re doing and convey that you hope they stay safe.
  6. In a “Stay-at-Home” world, find ways to virtually provide/receive information so they don’t have to make a trip.

I’m heartened by how much people are rallying around each other and, in many ways, being more collaborative and less conflict-oriented.  Many of these behaviors are simply reflective of a more caring culture.

Find some ways to give something extra.

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