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Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

Fix One Problem without Creating Another - 10/29/24


If you’ve ever had an issue with your dishwasher, this will sound familiar.  I’ve dealt with so many dishwashers over the years, and they always seem to have some kind of an issue.  Maybe it’s because of the mix of water and technology, but for whatever reason, these never Read more

Delight Your Customers - 10/22/24


Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way Read more

A More Complete Definition of Responsiveness - 10/15/24


I was purchasing something recently that was being custom-developed.  At one point, the company’s employee and I had a good 20 e-mails going back and forth - 10 from each of us.  Unfortunately, I broke my own rule, and I did not pick up the phone after 2 or Read more

Have a Game Plan to Address Their Anxiety - 10/8/24


It seems like we all get deliveries - whether it is UPS, USPS, FedEx, Amazon, the local courier, or all the above.  We order.  They deliver.  Or do they? It’s times like these, when we’re expecting that package, that item that we’re looking forward to or need urgently or are Read more

How Persistence Saved the Day - 10/1/24


Sherrie saw the customer walk into her store holding his cell phone, and Sherrie immediately knew that was William.  She had spoken to William on the phone about an hour ago, he said he would be at Sherrie’s cell phone store in less than an hour, and there he Read more

Notice the Little Changes - 9/24/24


“My, how times have changed.” Yes, times have changed.  As a matter of fact, one of the biggest reasons why an organization’s customer service deteriorates is that times have changed…customers have changed…and the company has not… If we think about customer service delivery today v. decades ago, changes in technology alone Read more

Don’t Hurry…Be Quick - 9/17/24


No, this is not a take off on the Bobby McFerrin song:  Don’t Worry Be Happy. It’s actually a take off on the John Wooden quote:  Be quick, but don’t hurry. When I read Wooden’s book with this title, I liked the concept, and not just because John Wooden was a Read more

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The Healthcare Customer Service Runaround – 8/19/14 TOW

Posted on August 19, 2014 in Customer Service Tip of the Week Please leave a comment


The following is a true story of a customer service runaround…

  1. Nate’s physician suggested that he have a diagnostic procedure.
  2. The hospital called Nate to schedule the procedure; they suggested he get the CPT code (procedure number) since Nate wanted to get an estimate of the procedure charges.
  3. He called his physician office and got the CPT code.
  4. At the direction of the physician office, he called another office (in another town) for an estimate. He okayed the procedure based on the estimate being somewhat reasonable.
  5. Nate had the procedure and received results – all were good!
  6. He received the bill – 60% above the estimate.
  7. He called Billing and talked with Kristin. She said that they billed correctly, but Nate was only given 1 of the 2 CPT codes and was told the wrong estimated price; Kristin told him to talk to the insurance company and have them possibly appeal to the office (which was part of the same company as Billing, which was also the same company as the scheduler, which was also the same company as the estimator).
  8. Insurance said that they may be able to do something if the physician office said that the procedure wasn’t warranted.
  9. The insurance company called the physician office for Nate and left a message at the physician office.
  10. The office called Nate and said the procedure in question was ordered correctly, but they were adamant that they don’t give out CPTs – so they couldn’t help with his issue; they suggested that Nate call Scheduling – maybe they give out CPT codes.
  11. Nate called Scheduling; they said that they don’t give out CPTs; they suggested he call the Estimate department.
  12. Nate called the Estimate department; they said they don’t give out CPTs, but the supervisor would call him the next day because she may have access to information that the front line employee couldn’t access.
  13. Nate called a week later after having received no call back, and he left a message.
  14. The Estimate department called back and said to call Billing.
  15. Nate called Billing, and the lady he spoke with sounded familiar – she was Kristin. She said the physician office wasn’t telling the truth when they said they don’t give out CPTs.

One procedure and fifteen communications. There was no resolution, no ownership, and no accountability. Most of the conversations were with one company and four different departments/offices, but they operated as if they were four separate companies.

In most of the conversations, the individual employees were personable and somewhat helpful – they probably received good evaluations for their actions during the call. But from Nate’s perspective, this was a royal mess.

Don’t assume that one pleasant conversation equates to one happy customer. Ensure the company isn’t giving the customer service runaround.

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Flash like in Football – 8/12/14 TOW

Posted on August 12, 2014 in Customer Service Tip of the Week Please leave a comment


There are certain phrases that come up time-to-time in the world of customer service that become ubiquitous like “Customer Delight” or “WOW Experience” or “Moment of Truth.”

One phrase that’s being used a lot in the world of professional football (the American kind not the World Cup “futbol” kind) is “Flash.” Coaches noted that a player Flashed in practice. In pre-season games, they want to see some rookies “Flash.”

Flash means – essentially – catch your eye. They do something so special, so spectacular, so unexpectedly good that you can’t help but notice.

To Flash means that you have gone above and beyond what’s normally expected. You might make a catch, but it’s done with one hand at the sideline. You make a tackle, but the runner doesn’t just go down; you tackle the runner, and he gets knocked backward. You don’t just sack the quarterback, but you quickly get by two defenders and make the quarterback fumble.

This kind of Flash is exceptional. So how can you Flash in customer service? How can you go above and beyond what’s normally expected? Even when the football players Flash, they are still just making a tackle or a catch, just like you are just talking to a customer or responding to a request or addressing a complaint or providing information.

So how can you talk, respond, address, or provide in a way “so special, so spectacular, so unexpectedly good that others can’t help but notice?” Here are some tips:

  • Think “Speed” – Don’t put items on the “To Do” list; just do them.
  • Think “Proactive” – When you learn something, don’t stop there; ask yourself “Who would also benefit from knowing this information?” Then share it with them.
  • Think “Energy” – Don’t just answer a question, but convey through your voice and body language that you’re enthused about helping others.

To show you’re great at customer service, Flash.

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Be a Star at Something, but NOT Everything – 8/5/14 TOW

Posted on August 5, 2014 in Customer Service Tip of the Week Please leave a comment


I’ve often used the phrase “Customer Service Stars” to address people who are outstanding at customer service. And while I would never tell anyone not to continually improve themselves (sorry for the double negative…), I don’t think that people should have to be great at everything to be great. In fact, it’s often counterproductive to try to be great at everything you do.

Think about your product, service, and process knowledge. To have complete knowledge of all those aspects of your organization requires a tremendous amount of study and continuous review of all changes that continually happen in most organizations.

Think about having the skills that you need to handle every customer interaction – control over your body language, tone, and words. You’d need the quick ability to change direction for every call, every interaction, every meeting to perfectly address the uniqueness of every individual and their situation.

How many of us are perfect at business writing – constructing e-mails with the tone and content that maximizes the perception of the reader that we care while simultaneously giving them the best answer?

We could go to key customer service principles – responsiveness, respect, collaboration, empathy, active listening, organizational skills, etc. Who’s perfect at those?

The point is that to be great at all these and the many other things required of someone in customer service, it’s virtually impossible, and I don’t want you to feel bad about your shortcomings. Customer service is my business – literally – and I fall far short in many of these points; I just keep working on them.

So keep working on your shortcomings, but find out where you’re already great!

You have that infectious attitude. You’re very organized, and that helps you to be productive and responsive. You’re highly empathetic and/or a great listener. You’re an incredibly self-aware person, so you know how you come across with your body language, tone, and words.

While you should continuously work to be good at all the qualities and skills of Customer Service Stars, make sure you know where you are already a Star (or REALLY close), and make that trait your calling card. Make that aspect of who you are be the aspect that separates you from others. Make that characteristic of who you are or how you act help you to stand out today.

Stand out to others by finding that one thing where you can be great.

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