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Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

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

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

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

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 – lost customers occur, typically with clear financial repercussions.  Even with local government, it’s the customer moving elsewhere, the customer circumventing the system, the resident griping and complaining.  Maybe that loss is loss of support, but it is still a loss.

So, if you’re smart enough or lucky enough to get a chance to identify the reason for the loss, maybe there’s a chance you win them back.  Or at least there’s a good chance that you can put some improvement in place to mitigate similar losses in the future.

If you’re formulating a survey or talking with the customer, create some structure around how you ask about exit reasons.  Use this framework as a starting point:  Think about Product, People, Process, Policy, and the Place.  You’re trying to get a holistic view of the customer experience in those controllable categories of exit reasons.

For Product or Service, what about the product could have been improved?  What could have been done so it stood out a little more relative to the competition?

For People, think about the organization, the culture, how those communications flow and how those relationships are developed.  Ask the customer about the attitude, skills, knowledge of your team.  How do they communicate with the customer?  And did the company as a whole proactively communicate with the customer – trying to keep the relationship strong?

Regarding Process, how self-evident is the experience?  What are the wait times or lead times like for the customer?  Is everything as self-evident as possible?  Are the terminology and technology and paperwork simple enough and clear enough for any customer to understand and navigate?

Do the Policies restrict the customer experience or enhance it?  Are policies conveyed clearly, and are they in the best interests of the customer?

And what about the Place?  This could mean the physical facility or the environment that people experience online or with your apps.  Is it intuitive and clear and, again, easy to navigate?

There are many reasons why companies lose customers.  To win them back, organize your thoughts within this framework.

Consider the Product, the People, the Process, the Policy, and the Place.

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RELATE to Your Customers – 2/28/23

Posted on February 28, 2023 in Customer Service Tip of the Week Please leave a comment

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 the organizations are unique.  Their Core Values are unique. Their purpose is unique.  And their customers are unique.

We helped one of our clients develop their expectations of staff, and the acronym RELATE lent itself nicely to the description of these expectations.  Here’s a quick summary:

  • Relate – Treat all courteously/fairly. Be inclusive, open to and appreciative of the diversity of the community and the customers. Be professional in representing the organization in appearance, interactions, and in showing respect for the privacy of others.
  • Educate – Understand the organization well enough to effectively serve others. Get to know the customers and their needs, educating them about the organization and their service experience.
  • Listen – Acknowledge others and those needs; be patient, communicate clearly, and listen so they feel valued and important, striving to address their need right the first time.
  • Act – Own the service experience, taking responsibility for being prompt/responsive to the needs and issues of others. Help others, and hold yourself accountable for your actions and on behalf of co-workers.
  • Team-up – Work with others in the organization to address collective goals and customer needs – guiding others to the right resource when needed. Understand your role, be involved and trustworthy, sharing information and ideas.
  • Enjoy – Be friendly and welcoming, proactively engaging others in a natural, enthusiastic, and attentive manner. Convey the energy, active nature, and positivity that we hope to see from our customers.

 
Relate, Educate, Listen, Act, Team-up, and Enjoy!  Where are you and your teammates strong in delivering these Standards, and where could you improve?

Do a little self-evaluation so you can better RELATE to your customers.

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Show Progress to the Customer – 2/21/23

Posted on February 21, 2023 in Customer Service Tip of the Week Please leave a comment

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 times.  But I don’t mind the wait.  It just does not seem that long.

Recently I went to a different fast food restaurant.  When I arrived at the drive-thru, there were only 4 cars ahead of me.  After 5 minutes, one car had moved.  I did not see hardly any progress.  I exited the line and left.

There are times when I’ll call a company, and they’ll estimate my hold time – let’s say it’s 4 minutes expected until someone will answer my call.  A minute later the message says that the estimated hold time is 3 minutes or 2 minutes.  I stay on the line.  But with most organizations, when we are put on hold, there’s either no noise, or there’s music, or there’s a repetitive message.  There is no clear sign of progress or an estimate of when the phone will be answered.

Yes, with so much business being done on phones or via computers, people expect the instant answer.  They expect the instant gratification.  But for a lot of us, we have the expectation, not of immediacy, but at least of progress.  At least seeing the next step.  At least being provided an estimate of when that next step will occur.  Not only progressing to the next step but being told of or shown that progress.

Sometimes it’s not the wait or the perceived inactivity that is bothersome.  The problem is the perceived lack of progress.

Maybe companies are working like crazy to help you, to keep the process moving.  But for customers to appreciate it, they need to see it.  They need to be told it.  They need to understand it.

We can’t assume that – because we’re running 100 miles an hour – that the customer feels like we’re working on their behalf; we can’t assume they feel like there is progress.

When the process isn’t done, show progress to the customer.

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