Customer Service Tip of the Week

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Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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Apply These Values for Great Customer Service – 12/6/22

Posted on December 6, 2022 in Customer Service Tip of the Week Please leave a comment

One of the industries where we do a lot of our work is local government.  These CSS clients are not necessarily selling a product or having the number of competitors that a lot of our private industry clients and our sports clients face.  But they need to deliver a great customer experience.  They need to excel at customer service.  They need to have core values that everybody can live.

The core values of a local government entity can often tie-in really nicely with any type of business.  Think about these example core values and how they can apply to your organization:

Trustworthy.  Can your customers trust what you’re saying?  Have the expectations you’ve set in the past been met by reality?  Or have the promises of sales not been able to be delivered by operations and customer service?  Make sure your operations can deliver on what is promised.

Clear. Sometimes confusion can lead to complaints.  Because where there’s confusion, customers and employees can more easily do something wrong or miss a step.  Where there is lack of clarity, sometimes two people can have very different expectations.  Are your communications clear – simple, specific, repeated, and documented?

Timely.  This is a nebulous word when it comes to customer service.  What one person thinks is timely may not be the same as another.  So, it’s important to define timely expectations for the customer, or ask what their definition of timeliness is, and – if unrealistic – redefine that to a reasonable expectation.

Open. Since local governments are typically funded by tax dollars and fees, transparency and openness are an expectation.  So, when you think about your business, is there information that is hidden from the customer because of fear of the reaction or how it might affect their decision?  Has that hiding of information – or at least not sharing of information – ever come back to bite the company in the end?  Make sure we’re open up front, so the customer doesn’t get the unnecessary surprise on the back end.

Learn a few lessons from our local government clients.  Make sure your customer service is trustworthy, clear, timely, and open.

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Redefine “Access” to Treat Customers Special – 11/29/22

Posted on November 29, 2022 in Customer Service Tip of the Week Please leave a comment

One of our clients puts on major events throughout the country.  When we conduct post-event surveys, many of the attendees rave about the access they had to certain entertainers, locations in the venue, parking lots, or even information.  Others decry the fact that they lacked that access.

This does pose an interesting question:  If we want to treat our customers special – even if we’re not in the entertainment industry – what kind of special access can we provide to customers?

In some ways, “Special” is in the eye of the beholder, but allow yourself the opportunity to think on the following questions for those customers where something a little special, something above and beyond, makes them walk away feeling a little special.  Let’s redefine “Access.”

People: In what cases can you grant a customer access to a particular co-worker or department within your organization that is not commonly promoted as a point of contact in communications or the company website?  Maybe it’s access to a leader, an expert, a not highly-publicized telephone line or department.

Resources: When can you provide access to resources that are not commonly available?  It could be some internal documents, some How To’s, an online portal or an app, information you can e-mail, or key lessons learned from other similar clients.

Locations: Where can you provide physical access to a certain location at your facility, special parking or entrances, or certain special locations?  The information or the product or service is the same, but how they get there may be unique, where it’s located might be special.

Experiences: What are the types of experiences you can grant access to for this individual?  You could invite them to a webinar or a town hall meeting.  They could attend some special entertainment or presentation.  Think about even small gatherings you have for those community, civic, or charity events that might be promoted to the general public but not directly communicated to the customers.

Granted, access is tough to offer to customers, at times, but if we take a step back and redefine what could be considered a “Special Access Opportunity,” we might be able to grant access to our customers in new ways.

Redefine “Access” to Treat Customers Special.

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Keep in Mind 3 Key Questions – 11/22/22

Posted on November 22, 2022 in Customer Service Tip of the Week Please leave a comment

Customers want to be heard.  If they have an issue or need or something that requires your support, they want to be understood.

When we are trying to find a resolution or fulfill a need, when we’re trying to help a customer achieve their goal, sometimes we can be so immersed in the details of the situation that we lose sight of the big picture. Other times, we can be so focused on our policies or our procedures, our products or protocols, that we’re not truly seeing this from the customer’s perspective.  And in this day and age, sometimes we’re just so busy that we don’t have the time or patience or inclination the handle the situation correctly.

To simplify things for ourselves and increase the opportunity for success for the customer, when you have the responsibility to support the customer in addressing their issue, need, or goal, keep in mind 3 Key Questions:

What’s their STORY?

Ask about their situation.  Try to understand a little bit about who they are as a person and the lens through which they’re viewing what’s going on.  Note where they’re coming from so that you know the starting point from where you can lead them.

What’s their GOAL?

Sometimes the customers are really good at giving us the game plan for how they want us to fix their situation, but often their game plans won’t work.  There’s some policy or time constraint or procedure or approach in their plan that will not work.  So, put yourself in the role of being the solution-provider – understand their goal.  And once you understand, keep this goal at the forefront of the remainder of the conversation.

What’s their PATH?

This is where you, as the expert, truly become the solution-provider.  You know their story…so you can empathize.  You know their goal…so you understand the desired outcome.  Now, you can map out a path for getting from their point A to the desired point B, and you can describe that path based on your understanding of the individual in front of you in the story they have told.

When you are helping somebody out of a bad situation or getting a need addressed, when you’re dealing with somebody who has a certain goal and they don’t know how to get there, simplify things for yourself.  Keep 3 Key Questions top-of-mind to help you navigate the conversation.

What’s their Story?  What’s their Goal?  What’s their Path?

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