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Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

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The Answer is Right, but the Service is Wrong – 3/30/21

Posted on March 30, 2021 in Customer Service Tip of the Week Please leave a comment

Maggie was irate.  The gift she ordered needed to be received by the 20th of the month so she could give it to her cousin for his birthday.  It was the 19th, and Maggie couldn’t find any shipping update online, so she called the company.  The employee said “Oh!  That item was backordered.  The problem is that you ordered it online.  If you would have placed your order over the phone, we would have been able to tell you that the color you selected wasn’t available.”  While that response may have been technically correct, it made for a poor experience.

The small business owner was talking with a customer service representative at his internet service provider, and the customer told the employee that he had a question about his account.  There was silence…for 1 minute…for 2 minutes….“Are you still there?” asked the customer.  “Oh yes,” responded the representative.  “It’s just taking a while to get into the system; it’s really slow today.”  What the representative stated was technically correct, but the unexpected silence made it a poor experience.

The Robinson family had just been seated at the restaurant, and they began to look over their menus.  As they were chatting, someone said “What would you like to drink?”  A server had walked up, those were the first words out of his mouth, and the tone was flat as a pancake, but it was a question he needed to ask.  He could have greeted the family, apologized for interrupting, stated his name, smiled, and spoken with an upbeat voice.  What he did was technically correct (he asked the question he was supposed to ask), but it was a poor experience.

We can ask questions of the customer, share our knowledge with the customer, and provide facts to the customer.  But sometimes the right answer or the accurate facts are delivered in the wrong way – leading to a bad experience despite the good information.

When the answer is right, make sure that the service is right, too.

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Question Everything, but What’s the Question? – 3/23/21

Posted on March 23, 2021 in Customer Service Tip of the Week Please leave a comment

The new leader joins the organization, and she decides she wants to question everything.  She wants employees to question everything.  Why have we always done it this way? Why do we continue to do it that way? Is this the best way to work?

Sometimes it’s a great management initiative because it forces us to question the validity in doing things in the future a certain way just because we’ve done them that way in the past.  It can be a beneficial leadership tactic because it gets the organization thinking in a continuous improvement mindset.

But when it comes to customer service, what’s the question?  That depends on our goal.  If we’re an organization that is focused on delighting the customer or wowing the customer or amazing the customer or creating a Disney-like experience, you would ask:  Are employees focused on delighting the customer when they are greeted?  Does our speed of service make the customer go WOW?  Is the physical environment where the service is delivered creating an amazing feel for the experience?

Let’s say your goal is to keep every customer.  Then you would ask:  Are we personalizing every communication with our customer?  Are we proactively touching base with every customer to have an ongoing sense of their feelings about us?  Are we asking enough questions to truly understand why they would stay, why they would go?  Are we asking the right questions to truly understand their needs so we can specifically match up our resources with their needs?

What if your goal is simply to deliver a consistent, accurate, and timely service experience?  First of all, “simply” is probably not the best word to use.  Creating an experience that is consistent, accurate, and timely is anything but simple.  But let’s discuss what questions you would ask:  How are we ensuring that – no matter who delivers a service – it is done in the same manner?  How do we ensure and track accuracy?  How do we define “timely” or have a customer define timely, and how are we meeting the timeliness goal?

To be continuous improvement-oriented, to try to foster positive change, consider questioning everything.  But before you start questioning, first understand what your goal is as an organization, and let that drive what you ask.

Question everything, but first know what’s the question.

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The Resourceful Rep – 3/16/21

Posted on March 16, 2021 in Customer Service Tip of the Week Please leave a comment

One of our clients is seeking to develop Customer Service Standards.  We’re working with them to identify those key expectations of staff that will enable the organization to deliver a consistent high-level customer experience.  One of the key attributes that this organization is seeking from its team members is resourcefulness. So, how can you become even more resourceful?

There are two primary keys to resourcefulness.  One is having the assets that you can bring to bear to address a given issue, need, or goal.  The other is having the creativity to formulate a plan or a response in using those assets.

List Your Assets

First, formulate your own list of assets.  An asset could be a subject matter expert in your company, a key contact in another division, or some other constituent or stakeholder or supervisor with a great deal of knowledge on specific topics or about specific customers.  An asset could be the knowledge base in your system.  An asset could be some past correspondence you had with a similar customer or about a similar situation.

As you can tell, the assets can generally be people, technology, or content that is categorized or organized in such a way that you can quickly find a related situation or customer type that you’ve supported in the past.  Create that list of assets so that you can more quickly meet the need of the customer.

Let Your Creativity Flow

Second, to creatively formulate the plan, you need to be able to think differently.  Let’s say that your customer cannot make their payment by the due date.  You start asking yourself: Who in my organization has expertise in dealing with situations like this and has resolved these types of issues previously?  What list of related FAQs exist?  What are some past e-mails or documents that I’ve utilized in similar situations that I can access to help this person as well?

Instead of just considering what you alone can do in this situation, expand your thought to consider who you can contact, what might be the standard answers, or what has proven successful with these types of customers or in similar situations.

To be resourceful, create that list of assets that you can bring to bear in customer situations. Then, take some of the burden off yourself by tapping into the people, technology, and communications that have helped you to succeed previously.

Use your assets and creativity to become the Resourceful Representative.

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