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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

PERKI Customer Service - 3/18/25


After having worked on hundreds of projects over the years with thousands of thousands of individuals, some things become pretty clear. There are certain traits held by people who are great in customer service.  Look at this list, and do a self-assessment.  Which apply to you? Positive and Patient Do you Read more

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In Survey Development, Think in Reverse – 1/11/22

Posted on January 11, 2022 in Customer Service Tip of the Week Please leave a comment

We often meet with clients interested in conducting a survey, and when we discuss the project, many clients come with questions in-hand.  They are interested, curious, even excited sometimes about the possibility of tapping into the voice of the customer!

And when we review their questions and start to see the direction they’re heading with the topics, we invariably pause the conversation and ask them to take a step back.  Overall:  What is the goal of the research?  What are they hoping to learn?  How will they act on the results?

Even for their drafted questions, we ask them to take a step back and think about each question:

  • What do you expect to learn from the responses?
  • If the customers say they want “A,” are they going to expect that we act on their response?
  • If the responses say “this doesn’t work,” what are we going to do with that information?
  • How are we going to use the response for prioritizing some operations improvement, helping with strategic planning, or enhancing the customer experience?
  • What’s the goal of asking that question?

 
When clients start with their questions in-hand, we make inquiries like those above.  Essentially, we are trying to get the client to reverse their thinking.  Instead of starting with their questions, we want to them to (1) Start with the Goal, then (2) Go back to how they would Act on the Results, then (3) Go back to the Data they Need, and finally (4) Determine how to Word the Question.

If they work through this process correctly, it will result in a question worded to get actionable data to achieve the goal.  If they start with the question, it may result in an unusable set of answers.

Develop surveys in reverse.  Start with your goal and gradually work your way back to the question.

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Foster Positive Feelings – 1/4/22

Posted on January 4, 2022 in Customer Service Tip of the Week Please leave a comment

I bet a lot of you all are like me – when you’re asked to share your feelings, it’s not always something that feels comfortable.  It obviously depends on the situation and who’s asking you to share your feelings.  So, many of us might hesitate in sharing our feelings.

However, when customers are providing a word-of-mouth evaluation of our businesses, what they are mostly sharing is their feelings.  Sure, they’re telling their buddy, their co-worker, their spouse, or an acquaintance about the specifics of their experience in working with our businesses.  But they are also sharing their feelings.  How they paint the picture of their experiences is often based on the feelings they take away from their interactions with us.

So, if word-of-mouth can generate business for us, if word of mouth – when negative – can keep potential new customers from even considering our businesses, then the question becomes:  How do we engender positive feelings from customers?

Feelings We Want Our Customers to Have

Most of us want our customers to feel comfortable in working with us.  We want them to have enjoyed the experience, to be confident in what we’re doing, to feel respected, to feel like we valued their time.

If these are some of the feelings that we want our customers to have, some of the positive feelings that they could share in conversations with others, then we need to determine how to engender these feelings.

Foster Positive Feelings

Consider these points:

  • Strive to make your customers feel comfortable – with the environment, the process, and the plan.
  • Be consistent, knowledgeable, and effective enough to gain their confidence.
  • Be efficient enough, patient enough, and communicate well enough so that they feel you valued their time.
  • Tell them they are important, and convey it with your actions and your responsiveness.
  • Use your body language, your tone of voice, and how you engage them with your words to convey true respect.

To foster more positive word-of-mouth, work hard to foster positive feelings in the heart of your customers.

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How to Make the Situation Right – 12/28/21

Posted on December 28, 2021 in Customer Service Tip of the Week Please leave a comment

The manager in the field office felt that – when problems arose with customers – the company didn’t do an especially good job of responding effectively.  He felt like this was hurting customer renewals of annual service agreements.  The company developed many customer service and retention initiatives with little benefit.  So they solicited ideas from three of their best technicians.

The manager gathered the techs in a room and identified existing customers with common issues that weren’t yet resolved.  After sharing the situations with the techs, he sent them off to individually come up with the best solutions.

The next day, the manager met again with the technicians to hear their ideas.  The first tech – Jackie – researched data on her customer, and offered her best guess on what would satisfy the customer and get them to renew their contract.

The next technician – Mark – focused on the issue with the customer’s system, and he came up with an idea for how to compensate the customer for the issue and fix the system.

The third tech – Stacey – came up with what seemed like a crazy idea.  She didn’t offer compensation.  She didn’t focus on past customer history in the database.  The other three people in the room looked at each other but didn’t say a word in response.  Finally, the manager said:  Why would you possibly think that’s the way to resolve the issue and to retain the customer?

Stacey responded:  Because I called him up and asked what was his understanding of the issue and what we could do to fix it.  This is what he suggested.  It sounded reasonable and was within policy, so we went ahead and fixed it.

We can spend a lot of time coming up with the most creative and complex and high compensation ideas to address service recovery situations.  Yet, sometimes the quickest and easiest way to identify a solution in a service recovery situation is to ask them.

Consider asking the customer what would make the situation right.

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