Customer Service Tip of the Week | Customer Service Solutions, Inc. - Page 190

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How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

Avoid the Unfriendly Ghost - 3/25/25


Last week we talked about the qualities of “PERKI Customer Service,” essentially what attitudes and actions are characteristics of those who provide great customer service.  This week, let’s take the opposite approach.  What are some of the mistakes that people make?  Maybe these are mistakes of omission or commission; Read more

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Anatomy of a DMV Experience – 3/25/14 TOW

Posted on March 25, 2014 in Customer Service Tip of the Week Please leave a comment


The Department of Motor Vehicles (DMV) employee was very nice and patient with me on the phone. I’m sure that any supervisor that was listening in on the call would give the representative good marks for addressing my need and thanking me for my call.

But it was a horrible experience. Why?

As Paul Harvey would say, “Here’s the rest of the story.”

A friend had just recently received a car from a relative, and it had a 10-day temporary authorization to drive without an inspection. Prior to getting the car inspected, my friend unexpectedly got very sick (she is well now, thank goodness), and my friend was afraid that she’d miss the deadline to get an inspection. So she asked that I call to see if she could get an extension:

  • Call #1 – I went to the State DMV website and didn’t find the answer, but I did find a phone number to call. The recorded message asked me to wait and gave no specific expected time for the call to be answered. I waited on hold for 10 minutes and then hung up.
  • Call #2 – I called a local DMV office (let’s call this Office “A”); after 8 rings, it started to buzz like a fax machine; I hung up.
  • Call #3 – I called another local DMV office (let’s call this Office “B”); it rang busy.
  • Call #4 – I called a 3rd local DMV office (let’s call this Office “C”); there was a pleasant message noting whether they would accept payments; they suggested I press “0” for Operator; so I pressed 0 and got a busy signal.
  • Call #5 – I called Office “C” back a few minutes later, thinking that maybe they didn’t have a call queue; after the pleasant message, I pressed 0 and got a busy signal.
  • Call #6 – I called Office “B,” hoping that it too just was overloaded and maybe didn’t have a call queue; it rang busy again.
  • Call #7 – I called Office “A,” and – again – after 8 rings, it started to buzz like a fax machine; I hung up again.
  • Call #8 – I called the State DMV again, and – after 14 minutes – the representative picked up the call as I noted at the beginning of this Tip.

We cannot assume that because one conversation went right on the phone that the customer had a great experience. For all we know, the customer may have had 7 bad experiences before that one conversation that went right.

If this was a private business, I wouldn’t have called 8 times; I would have gone to a competitor, and just like the DMV, they never would have known why.

Mystery Shop your services, or ask the customer about their experience. Never assume that because one moment-of-truth went right that the overall experience worked for the customer.

Know what you’re missing about the full customer experience.

 


Motivate Yourself? – 3/18/14 TOW

Posted on March 17, 2014 in Customer Service Tip of the Week 2 Comments


How often have you heard the expression “self-motivated?” It’s usually used to describe others such as “That job applicant is obviously NOT self-motivated” or “Joe needs to be more self-motivated.”

So what exactly are these (typically) managers saying when they lament a lack of self-motivation in others? It’s usually that they don’t know how to motivate someone, and it’s frustrating to them. It could also be that they don’t want to have to motivate someone. They’d rather that employees motivate themselves.

“They get to keep their job – isn’t that motivation enough?!”

Well this Tip has a simple idea that will make those managers (the good ones and bad ones) happy. This advice will also help those of us who don’t get the outside motivation we need.

It’s simple – 3 Steps. Step #1: Make a Success List every day. This is what I do (and it works).

At the start of the day, get out a blank sheet of paper, and write “Successes” at the top. Then throughout the day, note a word or two to remind yourself of one of your accomplishments. Today, for example, I have 5 successes so far (I just write on my sheet what you see to the left of the hyphen below):

  • Bob Smith – The name of a client who said he’d be a reference for CSS for some pro sports mystery shopping work
  • Client X Mtg – A sales meeting I had this morning that went great
  • Article Published! – Notes an article that was published today
  • Great Interview – A helpful telephone interview with a client to share information in preparation for some upcoming training
  • Survey Launched – We launched a new survey today.

By the way, completing this Tip of the Week will be #6!

You don’t use the Success List as a rehash of your To Do’s. There may be some of that on there, but it’s basically your accomplishments – a customer conversation that went well, some kudos you received in an e-mail, some interest on a new project, some thank you that a customer provided, or a word of encouragement from a co-worker or supervisor. Maybe it’s the fact that your week is planned or you reduced the backlog of work. Maybe you went through an old file and purged some old documents.

Whatever it is, write it down.

Here’s Step #2 – Read it as the last thing you do before you go home.

And Step #3 – Read it again as the first thing you do to start the day.

Being self-motivated is a wonderful attribute, but not many of us – day in and day out – can do that without intent. Be intentional. Recognize your own successes. Pat yourself on the back – you deserve it!

Create your own daily “Success List.”

 


Consider Client Onboarding – 3/11/14 TOW

Posted on March 11, 2014 in Customer Service Tip of the Week Please leave a comment


In Human Resources circles, a word that has become ubiquitous (which – by the way – is also ubiquitous) is “onboarding.” One way to define onboarding is that it’s the process of getting a new hire acclimated to their role as an employee. It’s also defined as “organizational socialization.” It enables new hires to get the knowledge, skills, and behaviors to have a successful transition into your business as effective employees.

While I’m not an expert on employee onboarding, I liken the concept to what we often recommend – let’s call it Client Onboarding.

When you have a new customer or client, if you are a long-term thinker, one who views the customer through the lens of their lifetime value as opposed to their one-time transaction, then it helps you to paint a picture of what Client Onboarding should entail.

If this new client of yours is one you want to keep for a long-time, over many years and transactions, consider these questions:

  • What can you learn about them today that would help you to better serve them tomorrow?
  • How can you ensure they have a good enough experience in this transaction that they’ll want to come back a second time?
  • What can you share with them that will help them to know how to navigate your services or processes more easily in the future?
  • Who or what do they need to know in your organization to begin forming the more social or personal relationship with your people and your business?
  • What can you do with the environment so that it becomes more comfortable, self-evident, and familiar to them in a next visit?
  • What can you do to solicit their feedback so they feel their voice is important and so you learn what’s important to them?
  • How do you convey the appreciation that makes them feel valued in their ongoing relationship with you?

While these were just seven questions, notice the common thread in each…that thread is the future. The references to tomorrow, second time, future, and ongoing. The discussion of begin forming, become, and next.

Get your clients onboard. Be intentional about what you need to do to get a long-term journey started with them.

Enable “organizational socialization” for your clients.


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