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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 Great Manager I Never Met – 4/15/14 TOW

Posted on April 15, 2014 in Customer Service Tip of the Week Please leave a comment


I was fortunate to have been asked to speak at a finance association conference this past month on the topic of “Customer Service in the Tax Office.” I know that’s not the most exciting title, but it was a fun group!

I stayed at the hotel where the conference was held and had several interactions with the hotel staff while there:

  • I talked with two staff at the front desk during my stay; they each greeted me as I entered the lobby on two separate occasions, addressed my needs, proactively shared where the events were taking place in the hotel as I was checking in, engaged me in some pleasant chit-chat about the weather, etc. It was simple, pleasant, proactive, and done in personable way.
  • Since I arrived late in the day, I decided to order room service, and the room service person on the phone was upbeat, made recommendations to me in a confident manner in response to my questions, confirmed my order, and told me by when the meal would be delivered.
  • The room service delivery person delivered the meal a little early. He was professional in dress/demeanor, pleasant to chat with, patient with me, and closed positively.
  • As I entered the elevator from my floor to check-out, a housekeeper exited the elevator. She smiled, placed her hand on the side of the door to keep it open, and asked me to what floor I was going. She then pressed the button for me, smiled, thanked me, and moved on.

There was no individual “WOW” moment, but the high performing consistency made it a collective WOW experience!

Now, I never met the hotel manager; I’m not sure I ever even spoke with a supervisor-level individual. But I can tell they have a great manager. In the Moments of Truth with these five employees, every interaction was positive, was pleasant, was professional. Every interaction had a little that went beyond the basic expectations.

You don’t get that purely by being lucky. You develop efficient processes. You hire the right people, train them well, don’t overly script them, and motivate them to keep them happy and pleasant.

Sometimes you can identify great managers without ever seeing them.


A Flurry of Best Practices – 4/8/14 TOW

Posted on April 8, 2014 in Customer Service Tip of the Week Please leave a comment


In less than ten minutes, I saw a flurry of customer service best practices. They were all performed by someone named Linda, and here’s what happened…

I was at the Miami airport for the first time in years, not remembering much about how to get to ground transportation, let alone how to find the shuttle service the hotel recommended.

When I located the shuttle kiosk outside the terminal, I experienced and witnessed Linda – the dispatcher – weaving some wonderful customer service.

As she was helping a man and his young son when I walked up, she engaged me with a smile and asked where I was heading. She responded “Great! I’ll help you as soon as I’m done helping this gentleman.” Linda asked the father if she could give his son a piece of candy; the dad confirmed that was fine; she gave the boy a piece of wrapped candy, the child opened the wrapper, and he quickly dropped the candy on the ground.

“Please don’t eat it,” Linda said. “I don’t want you to eat that, and I don’t want you to be sad. Here’s another one.” She gave the child a new piece and picked up the one that dropped.

As she helped me, she confirmed the details, mentioned the price, and wrote it on my receipt along with the shuttle number. She told me the driver would take care of my luggage, told me it would be a five minute wait and a 25 minute drive, and completed the scheduling. She said that I could pay the driver, and she noted how his credit card machine would look. She set every expectation, and Linda twice updated me on my shuttle’s status – even though it was only a five minute wait.

While I waited, another shuttle drove up; she asked the driver where he’d been since she hadn’t seen him in a while – she was concerned about his health. As we were waiting, she engaged a policeman riding a Segway for chit-chat and did the same with a nearby Taxi dispatcher. She also had time to toss some bread on the ground for some small birds, and when she caught me watching her feed them, she smiled with a sheepish grin.

I was around her a total of 8-10 minutes, and in that short time it was clear that Linda was personable, proactive, pleasant, and professional. She managed my expectations, conveyed caring for co-workers and others, took personal interest in a small child, and was productive the entire time.

Sometimes a few minutes can result in a flurry of customer service best practices.

Let’s all learn some lessons from Linda.


Adopt the Practice of Proactive – 4/1/14 TOW

Posted on April 1, 2014 in Customer Service Tip of the Week Please leave a comment


Proactive – I use the word all the time (maybe too much). I sometimes use it so much that I’m assuming everyone defines it similar to how I do, and I wonder how we really apply the concept.

I define “Proactive” as initiating an action or a sharing of information. In the world of customer service, the initiation is done to benefit the customer. We’re not waiting for the customer to call or come in, to request or complain, to ask or convey. We’re taking the monkey off their back by starting the conversation and providing the solution, without even being asked.

If your way of looking at Proactive is different, let me know, but for the rest of this Tip, let’s use that definition to address how we really apply being “Proactive.”

The main question I’d like you ask yourself is this, “About WHAT could I be proactive?” Remember, we’re not reacting and responding; we’re identifying and acting. So what can you identify that you can act on?

For example, what issues are cropping up internally in your organization that you KNOW will impact your customer? How can you communicate those issues and solutions to customers? Maybe you’re part of a government entity, and you know that some tax refunds are going to be released later than anticipated. You work in a doctor’s office, and you just determined that a physician will be out of the office, and his patients scheduled for that day will now be seen by a nurse practitioner instead.

Think about the issues that you uncover which could impact customers; then don’t wait for them to find out on their own and come at you with the complaint and the emotion; be Proactive.

What new products, policies, procedures, processes, or people are coming up that will impact your customer? How can you tell them about it? You could be a pro sports team whose most experienced account representative left, and now his account holders will all have a new point person. You’re the school modifying the proof of residency documentation requirements for student placement. Maybe you work in a bank, and you just found out that fees are going up for certain types of accounts.

Think about the needs the customer has which will be impacted by changes in your people or internal operations; don’t wait for them to come in with one expectation and get something totally different; be Proactive.

Take a few minutes and identify the issues and needs you know today that the customer will find out tomorrow.

Adopt the Practice of Proactive.

 


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