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G.A.B. – The Survey Guiding Principles - 3/28/23


You’re excited!  The company has okayed your conducting a survey, and you immediately think of a half dozen questions you want to ask every customer.  You document your questions, get input from others, and all of a sudden you have a Word document with 36 questions instead of 6.  Read more

Build Your Shield - 3/21/23


When the customer complains or the boss gets upset, when the negativity gets too personal or you get that unprofessional e-mail from the angry client - those are the times when we can feel hurt.  Those are the times when we in customer service roles can feel that physical Read more

Avoid the Aggravation; Confirm the Key Point - 3/14/23


In this age of instant information and auto-completion of texts or e-mails, we are quick to get one thing done and move on to the next thing.  Technology often helps us to complete our work more quickly.  Yes, there’s even AI technology that’s starting to wreak havoc on the Read more

Frame the Ways to Get Back Your Customer - 3/7/23


Every organization that gains customers is in a position to lose customers.  For the sports organization, it’s the lost account holder.  For the healthcare provider, it’s the member who enrolls with the competitor at the end of the year.  The retailer, the software provider, the financial services firm – Read more

RELATE to Your Customers - 2/28/23


One of the more interesting processes we go through with some clients is the development of Customer Service Standards.  One might think that the expectations that organizations have of their staff are pretty consistent when it comes to customer service and relationship-building.  However, the Standards are often unique because Read more

Show Progress to the Customer - 2/21/23


When I enter the Chick-fil-A drive-thru lines, there are typically 10-15 cars ahead of me.  The cars move slowly but surely.  Employees take your order.  Others confirm your order.  Others provide the food.  In a study conducted a couple years ago, Chick-fil-A was noted as having the longest drive-thru Read more

Provide the Promise of Patience and Kindness - 2/14/23


Patience and kindness go a long way in life, and they go a really long way in customer service, as well.  These are two of the harder qualities to exemplify in customer service, particularly when you are spinning multiple plates, have a backlog of work or calls or contacts Read more

When You Can’t Say “Yes to the Address” - 2/7/23


I was interviewing a frontline staff person for one of our local government clients recently as part of our CSS Training Development Process.  They described their customers and the difficult situations that they face, their tougher conversations with customers. This individual supports local events, so there’s a lot of planning involved.  Read more

How to Fix Other People’s Problems - 1/31/23


I was helping a friend navigate some healthcare processes recently, so I conducted a 3-way call with my friend and the physician practice to try to get things cleared up.  The employee I spoke with on the phone - let’s call her Katie. There had been poor communication between different Read more

What to do When You’re in the Middle - 1/24/23


Bob and Sarah are arguing, and you’re in the middle.  Bob’s an employee, and Sarah is a customer, and they have a difference of opinion.  Somehow you’re involved even though you didn’t have anything to do with the interaction in question, the complaint being addressed.  You find yourself being Read more

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Provide the Promise of Patience and Kindness – 2/14/23

Posted on February 14, 2023 in Customer Service Tip of the Week Please leave a comment

Patience and kindness go a long way in life, and they go a really long way in customer service, as well.  These are two of the harder qualities to exemplify in customer service, particularly when you are spinning multiple plates, have a backlog of work or calls or contacts or customers, and are dealing with people that are not the most patient with you, or not the most kind with you.

Patience is waiting calmly as the senior citizen writes out a check instead of tapping their phone to make a credit card payment.  Patience is letting the other person finish instead of interrupting to get on to the next point.  Patience is slowing your movements and focusing on the person standing in front of you.  Patience is asking what else you can do to help the other person before you hang up the call.  Patience is not expecting an immediate response, but rather giving the person a reasonable requested due date.

Kindness has a definite component of simply being nice to the other individual.  Being respectful with your terminology, opening doors for others to walk through, and using a tone that’s more conciliatory than confrontational.

But kindness is also conveying you truly care about the other person.  That comes across with patience, but it also comes across with being inquisitive, providing empathy, offering to help, and doing something unexpected beyond the specific product or service – just to be helpful to the other person.  It could be doing something on their behalf (making the call, completing the form) when they are having difficulties doing it themselves.

If you want to do something distinct, somewhat unique, and beyond what your customer experiences in a typical interaction with other businesses, simply be patient and kind to the other person.  You’ll likely exceed 90%-95% of their experiences elsewhere.

Provide the promise of patience and kindness.

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When You Can’t Say “Yes to the Address” – 2/7/23

Posted on February 7, 2023 in Customer Service Tip of the Week Please leave a comment

I was interviewing a frontline staff person for one of our local government clients recently as part of our CSS Training Development Process.  They described their customers and the difficult situations that they face, their tougher conversations with customers.

This individual supports local events, so there’s a lot of planning involved.  Unfortunately, this person oftentimes has to say No to the specific request.  His agency has to deal with staffing shortages.  They receive requests from local residents and organizations that result in fees that those groups are not used to paying.  They want the event held at a certain address, but the location is unavailable on that date.

When I asked him for keys to addressing these situations – where they repeatedly have to say No to the specific client request – this is what the individual shared:

  • Regarding fees, try to ease them in lightly. Note the different fee ranges for the different types of services, and let them know what they can do within their range even if it’s not everything they wanted to do.
  • If it’s a first-time customer, let them know that they can build toward their perfect event over time. Year 1 could be a streamlined and lower cost version, but they could build in Year 2, and by Year 3 have the event they want, the scale they want, the schedule they want.
  • Identify alternatives. When the exact location isn’t available on that date, share the alternative addresses, share the no cost options that are in different locations.

 
Get them focused on the end goal – what they’re trying to accomplish with their events – so that there’s some flexibility in the details of when and how and where that event could be held…and still accomplish the same goal.

When you can’t say “Yes to the Address,” find ways to say Yes to their goals.

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How to Fix Other People’s Problems – 1/31/23

Posted on January 31, 2023 in Customer Service Tip of the Week Please leave a comment

I was helping a friend navigate some healthcare processes recently, so I conducted a 3-way call with my friend and the physician practice to try to get things cleared up.  The employee I spoke with on the phone – let’s call her Katie.

There had been poor communication between different employees at the clinic, but Katie didn’t throw the others “under the bus.”

The office coordinator (who has since left the practice) had previously told my friend that the coordinator had certain paperwork, but the papers had not been filed correctly.  However, Katie still apologized on behalf of the office for the coordinator’s misstatement.

Another practice was supposed to forward information to this office, but they sent it to the wrong facility.  Katie offered to call that other practice to get them to resend it.

Katie tried to call my friend, but my friend had changed their phone number and forgot to tell the office, so the calls did not go through.  Katie did not complain or huff and puff in frustration; instead, she offered to update the contact information so she could follow up with my friend.

It wasn’t Katie’s fault, and it’s probably not your fault in most cases when you find yourself in these situations.  Sometimes it’s the co-worker that drops the ball.  Maybe it’s another organization that didn’t do something correctly.  Perhaps the customer makes a mistake.

Katie showed that even though it wasn’t her fault, she was willing to rectify the problem.  She was willing to apologize on behalf of others.  She was willing to be proactive, and she was willing to do it without a negative tone or a negative word.

Channel your inner Katie the next time you find yourself having to fix problems caused by others.

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