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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

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Create Your Personal Motto – 8/20/24

Posted on August 20, 2024 in Customer Service Tip of the Week Please leave a comment

Take a look at these mottos:

It’s the real thing.

Just Do It.

Have it your way.

Betcha can’t eat just one.

Breakfast of champions.

Do you know the companies?  The answers are at the bottom of this tip.

So why am I asking you about mottos?  And why do almost all of them make me hungry?  I digress…

I’m asking about mottos in part because they are memorable. They reflect what the companies are trying to convey, what the companies are trying to be or to become.

A motto or a tagline is something often catchy, often short.  My company, CSS, created a Mission Statement that is our statement of purpose, but it’s also short and easy to remember: To help others

When I’m speaking with someone, my thought is: How can I help them?  I know that whether it’s an existing client or prospective customer, whether it’s a co-worker or another member of my team, whether it’s a business partner or somebody I just run into at the office who seems to have a question or wants to talk – that’s my primary focus:  How can I help them?

Whether or not I make the perfect presentation or make a sale, at least my goal is to help them.  Whether they have some business concern that we can address or something that is not in our wheelhouse, the least I can do is try to help them. Whether they need advice or guidance or just need somebody to listen, my goal is to meet that need.

We’ve talked about personal mission statements in the past – that statement of purpose that shows the greater good in what you do.  So think about your personal mission statement in terms of a motto.  Describe (in fewer than 10 words) your purpose at your job, the guiding principles within which you operate, what you hope to do…or to be…or to become.  Write that thought down – and help it to guide you throughout the day.

Create Your Personal Motto.

By the way, here are the companies associated with the mottos above: Coke. Nike. Burger King. Lay’s. Wheaties.

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Create MAGIC with Your Customers – 8/13/24

Posted on August 13, 2024 in Customer Service Tip of the Week Please leave a comment

Years ago, we worked with the Orlando Magic in the NBA, and they needed more consistency in their customer service – they needed a standard of engagement with the fans and their account holders.  They were trying to identify the “Orlando Magic Way” – their desired customer experience with something catchy, something that really conveyed the feel they wanted to create in every customer touch point, every encounter.

We developed this standard for team members to use when navigating conversations with account holders: Create MAGIC with Customers.

  • Meet the Customer – Go to the customer, be welcoming, initiate the conversation
  • Actively Listen to Your Customer – Be inquisitive, ask questions, confirm their need or want
  • Get Engaged when Taking Action – Talk to the customer while you work on their behalf
  • Identify More Needs – Before wrapping up, ask what else they need
  • Close “Up!” – Always end with appreciation!

 
It’s about proactive engagement, listening, keeping the conversation going, being patient enough to inquire about other needs, and making a great LAST impression.

Create MAGIC with your customers.

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Build Strong Customer Connections – 8/6/24

Posted on August 6, 2024 in Customer Service Tip of the Week Please leave a comment

We’ve worked in health care, education, local government, finance, pro sports, and many other industries.  And while our clients’ customers are often different, their specific scenarios for engaging those customers are different, and policies and procedures are different – there’s one thing that is pretty similar.  And that is how you build and grow relationships with customers.

The process is not necessarily sequential, but let’s view it through that lens just for simplicity’s sake.  First, the core of relationship development and growth with customers is getting to know them well.  What is unique about them as an individual?  What do they care most about in the customer experience?  What are their engagement or purchase patterns?  To build a relationship, you have to build an inventory of knowledge about the customer.

Next, you’ve got to keep the communications going.  Long periods of lack of engagement, major gaps between conversations or touch points – these are opportunities for the relationships to go stale.  These are opportunities for the customer to find an alternative to your business.  Therefore, intentionally build a cadence of communications with your customers so that the relationship and the engagement stay fresh.

Why did they first start working with you, and why would they leave?  Understand those retention drivers – what matters most to them – and try to address those important matters.  If you’re shooting for loyalty and eventual growth, don’t get lost in the hundreds of data points you have on that individual if there are 1 or 2 or 3 that are going to retain them.

Finally, look for opportunities for growth.  If you’ve done a good job getting to know them, keeping communications fresh, and addressing their retention drivers, then you can feel more confident in trying to grow business, trying to grow that relationship.  Then you can focus on identifying where they have a need or a want that your organization can meet.

Have an intentional process for building relationships with your customers for the long-term.

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