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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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Effectively Teach the Customer – 7/28/20

Posted on July 28, 2020 in Customer Service Tip of the Week Please leave a comment

The 1985 Harris and Rosenthal research project conveyed what really improves student learning based on the interaction with the teacher.  The top two factors that teachers used to increase learning were (1) The duration of the interaction with the student and (2) The encouragement of the student.  In 3rd and 4th place were gestures and smiles, and since we talk a lot about body language, will defer those for now.

So, let’s talk about the top two and how they relate to customer service.  Oftentimes, you are in the role of being a teacher to the customer – particularly in this COVID-19 world where we’re having to do things differently, where customers are having to do things differently, or customers are often having to do things for themselves.  If we want them to retain what we teach, we need to shift some of the past paradigms in the customer service world.

Longer Conversations – First, a short customer conversation may be good for a call center’s handle times, but it’s bad for a customer’s learning.  Increasing our patience, planning for more time with customer encounters, and ensuring customer understanding of processes, activities, and expectations – these actions have the greatest effect on how well the customer learns what we’re teaching them.

Encouragement – Second, it’s not just a matter of conveying the right information and allocating the time to it.  It’s also a matter of encouraging the customer. I know we don’t often think of ourselves as the coach to the player as employees to the customer, but when we are helping them to help themselves and expecting them to do things differently, we need to encourage them just like coaches encourage players.  We need to give them positive feedback just like teachers should with students or – for that matter – we should with each other.

When you find yourself in the role of educating others, allow for longer interactions with customers, and ensure the content is complemented by your encouragement of the customer.

Be a great teacher to your customers.

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Meet on Equal and Even Ground – 7/21/20

Posted on July 21, 2020 in Customer Service Tip of the Week Please leave a comment

“To be of most service to my brother, I must meet him on the most equal and even ground.”  Henry David Thoreau wrote this in 1841, and it applies almost 180 years later in customer service.

We often talk about empathy, and empathy relates to an employee having an understanding of the customer – where they’re at and what their situation is at that time.  Thoreau is referencing the same thing.  For us to be of service to others, we need to try to get on equal ground, even ground.

Where is this other person at this moment?  Is the customer in an emotional state?  Are they upset or angry or anxious?  What did they do to get to this point where they are in front of us or on the phone with us or sending us the e-mail or text?  The answers to these questions provide the “ground.”  We create a common understanding of their current footing and how they got to this place.

But for us to best serve, we must also be equal.  How can we turn that understanding of their ground into creating a position of equality?  We have to think about how we’re speaking to that person.  We have to think about the words that we use based on their situation.  We have to consider how well we listen and how well we portray that we’re listening.  We have to use some of their words when responding in dialogue to them.  We need to reflect their tone or at least a slightly softer tone when they are loud.

To be of best service to someone, understand where they are and how they got there, then consciously try to reflect them.

To best serve others, meet on equal and even ground.

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When Customers are…Jerks – 7/14/20

Posted on July 14, 2020 in Customer Service Tip of the Week Please leave a comment

Some people are a little extra…uh…difficult to deal with these days. Customers may have concerns or complaints – many of which are justified. But some customers act like…well…jerks. They’re not kind or understanding or have any idea how poorly they treat others. They’re obnoxious and yet, we still have to serve them.

So when you’re engaged with a customer and the phrase (“What a jerk!”) pops into your mind, let that acronym – J.E.R.K. – help you deal with them:

  • Just calm yourself down. Don’t match emotion for emotion – that will just raise the tension and lengthen the encounter. Remember their negativity is not about you – even if they’re directing it AT you. Use the techniques that work best for you for calming your mind and your pulse.
  • Empathize with them. Empathy always is a key ingredient in reducing emotion, because it takes away the sense that they’re in a fight. It makes them feel that – while you may not be “for” them – at least you’re not against them. Show that you understand their situation even if you don’t agree with their point.
  • Redirect toward a solution. The longer you’re mired in a talk about who’s to blame or what went wrong, the longer it can take to get it right. Yes, let them speak their peace, but segue to discussions of next steps, what you or they can do, what it would take to get it right.
  • Know your Plan B. Who do you go to or bring in when “JER” doesn’t work – a supervisor, security? What compensation can you offer – the remuneration tools the company provides or the alternatives that you can suggest? Can you take down the information and call them back at a specified time? Know what Plan B’s are available for you in these types of situations.

 

Do your best to do what’s best…when the customer is being a J.E.R.K.

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