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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

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

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Encourage the Customer – 12/17/19

Posted on December 17, 2019 in Customer Service Tip of the Week Please leave a comment

Everybody sing with me:  Feelings, whoa whoa whoa, feelings…

Excellent old song, and be thankful that I’m just writing the words and not singing to you.  While not all of us are comfortable with discussing feelings, feelings are an important part of the customer experience.

No, you can’t make someone feel a certain way, but there are things you can do or say that help to engender certain kinds of feelings.  That’s why we talk about conveying appreciation for the customer, so they will hopefully feel valued and important.

You also want customers to feel comfortable with your business and confident in their experience with you.  You want them feeling positively about the relationship.  Much of their perceptions about you and your organization, much of their decision-making about whether to stick with your company is about their feelings.

To build their comfort and confidence, consider encouraging your customers (as well as your co-workers).  Encourage them for what they’ve done:  You’ve made great progress. OR I’m impressed with what you’ve done.

Encourage them for what they will do:  Thanks for moving this forward. OR Thanks for taking leadership on this item.

Encourage them for who they are:  I appreciate your great attitude and energy. OR I appreciate you bringing so many productive ideas to us!

To engender positive feelings, encourage the customer.

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Hearing is Believing – 12/10/19

Posted on December 10, 2019 in Customer Service Tip of the Week Please leave a comment

“I just want to be heard.”

When I work with clients whose customers are the community, this is a phrase I’ve heard far too often from residents.  For retail businesses and other industries where there are many choices, often customers will take their business elsewhere instead of complaining.  But with government services, there’s often only one place to go for a particular service – the government.

Residents understand that when there are issues, a local municipality won’t be able to offer a gift card or a 10% discount on the next purchase.  Residents understand that a complaint won’t result in some compensation or possibly even a fix.  So, what do residents want?  Many just want to be heard.

Usually when a resident is venting to me about a government client, when they say that they want to be heard, they’re typically referring to two things:  The attitude and the action.  A listening attitude is conveyed when the employee is focused on them, the employee is patient about the issue, doesn’t interrupt, and is empathetic and understanding about the situation.  Residents want to know you understand what’s unique about them, possibly by stating the situation back to them.  And they want the body language and the tone to reflect that listening orientation.

But being heard also can imply action.  Maybe the employee said all the right things in the right way to the customer, but if the employee does nothing with the information, often residents interpret that inaction as not being heard.

Now, taking action doesn’t necessarily mean resolving the issue.  But at least investigate it further.  Ask a co-worker for advice.  Suggest an alternative solution.  Let them know you’ll share the concern with leaders so that similar situations don’t happen to others.  Tell them what they could do in the future so that the situation won’t arise again.  And if you did something for them, tell them that you did it.  They won’t know you took action until you tell them you did so.

Many complaining customers just want to be heard, and not until they feel that they have been heard do they believe that you care.

Convey you care by conveying you heard them with your attitude and action.

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Assuming the Solution – The Great Time Waster – 12/3/19

Posted on December 3, 2019 in Customer Service Tip of the Week Please leave a comment

Here are 3 customer service scenarios for a college IT department:

  1. A staff member calls in and says that they’re having trouble logging in.  The employee responds:  “I can reset your password for you.”
  2. A faculty member calls IT and says: “I need help showing a video during class next week; do you know Meredith?”  The employee says “Oh, I know Meredith; let me get you in touch with Career Development where she works.”
  3. The employee asks the staff person from the other department “do you know what the status is on that work order?”  The other individual responds “I’m trying to get to it as fast as I can; I’ll put a rush job on it for you.”

One reaction to these scenarios is that the person responding is being very proactive.  They are jumping on the request and coming up with a quick solution or next step. Unfortunately, these are conversations where assumptions took place, and each assumption was wrong.

In the first case, the login difficulty had nothing to do with the password.  In the second case, Meredith had worked with IT before and was suggesting that the faculty member contact IT for support.  In the third example, they weren’t looking for a rush on the work order.  They were seeking an update just to make sure it would be done when needed.

Many customer service people are so responsive and so willing to help that they can run to the next step to try to get the ball rolling and to resolve an issue.  But if that’s done before clarifying and confirming what that real issue may be, they may be solving a problem that doesn’t exist.  They may be taking action down one path without realizing they’re going in the wrong direction.

These are examples we saw at a University client years ago, and these are examples that we see in mystery shopping that we conduct for clients today.

Be proactive. Be responsive. Take action on behalf of the customer.  However, first make sure that you clearly understand what they’re seeking before you take that action.

Don’t assume the answer and waste your time and the customer’s time as well.

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