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From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

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

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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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