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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

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

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It Matters Who You Know – 2/1/22

Posted on February 1, 2022 in Customer Service Tip of the Week Please leave a comment

The season ticket account holder has an issue, but he’s not too concerned about it:  I’m going to call my guy, and he’ll take care of it.

The patient is confused about their bill.  The family member says: I know someone who can help.

The husband discovers a problem in the home that needs a repair.  The wife says: Don’t worry about it. I know exactly who to call.

The issues don’t appear to be burdens for these customers.  The reason why they’re not viewed as major concerns is that the customer knows someone.  The person they know may not be their best friend or their buddy or close relative.  But the point is, there has been enough rapport established and trust built up that when an issue occurs, anxiety doesn’t have to arise.

The companies who employ these trusted staff have their standardized processes.  They have their best practices.  They have their training.  But they realize that when issues arise or decisions are made, a customer knowing someone in a company or having that personal rapport means more than having a simple online process to submit an issue ticket.  Knowing somebody means more than having a memorable toll-free number.  Going beyond the technical aspects of service to personalize service means more than being able to text an issue to a help desk.

Businesses often believe it shouldn’t matter who the customer knows in the company. Processes and systems should be so standardized that anybody can help to the same level.  There’s a lot of truth in that concept.

But if we view service experiences from the customer’s perspective, we realize that having that name or that phone number or that e-mail address of that actual specific person creates trust and comfort.  And where trust and comfort exist, customer retention and growth can thrive.

Foster the personal customer connection.

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Put an End to 1-Star Ratings – 1/25/22

Posted on January 25, 2022 in Customer Service Tip of the Week Please leave a comment

If you ever had service performed on your car, I would not doubt it if you received the immediate e-mail asking for that 5-star rating. They want the big ratings because that makes them look good, and to get the big average rating you have to avoid the 1-Star ratings.  And it’s not just vehicle service centers; we’re inundated with requests for ratings in many aspects of our lives.

Granted, most 1-Star ratings are probably because the customer did not get their needs met, their question answered, or they had a bad experience.  I’m sure many low ratings are legitimate, while many others are not truly worthy of only 1-Star. But wouldn’t it be great if we could avoid getting 1-Star ratings in the first place?!

Uncover Potential Low Ratings before They Leave

Remember that most customers who have an issue with the company will not complain to the company.  So, if you’re talking to that customer or sending them an e-mail or engaging them in an online chat (or even meeting them face-to-face), if you want to get a sense for whether you’re going to get that 1-Star rating, ask for feedback before the end:

  • Did you get your needs met?
  • Did you get your questions answered?
  • Do you have any questions or concerns before you leave?
  • Did you have a good experience today?

 
If you ask the question before you end the conversation, great things can happen.  If there is an issue, they may give you a chance to resolve it.  If you resolve it, you have a better chance to keep the customer, and you have a chance to raise the 1-Star to 2, 3, or 4.

And you get one more perk.  It’s likely that most of your customers are satisfied with their experience.  Therefore, the more you ask for feedback, the more accolades, pats on the back, smiles, and “thank yous” you’ll get!

Put an End to 1-Star Ratings; in the moment, ask for and act on feedback.

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Signs of Service Recovery Situations – 1/18/22

Posted on January 18, 2022 in Customer Service Tip of the Week Please leave a comment

As we continue the slow trend of more and more customer interactions becoming in-person again, we need to remember those signs that we’re about to enter one of THOSE conversations.  It can typically take only 5-10 seconds to realize this is going to be a high-risk situation with the customer – where they’re coming in irate, upset, or complaining.

In that short moment-of-truth, your response can trigger their emotion, even if they’re not yet there.  So it’s important to be aware of potential signs of trouble:

  • They have been waiting a long time.
  • They’re looking at their watch.
  • They mention a previous conversation about an issue or unresolved need.
  • They’re LOUD!
  • They say “I expect…”
  • They state that they’ve been directed to several other employees or departments before you.
  • They use (and often emphasize) words like: problem, issue, mad, upset, angry.

 
It’s at times like these – situations like described above – that our service recovery senses and skills need to kick in.  We need to make sure we’re not making the situation worse with our original response and that we’re immediately focused on listening, empathy, and self-awareness of our body language at that moment-of-truth.

Identify the signs of a need for service recovery.

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