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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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Motivating Yourself when Working Remotely – 5/26/20

Posted on May 26, 2020 in Customer Service Tip of the Week Please leave a comment

For any of us who are working remotely, we are finding ourselves more and more having to be self-motivated. And while many people are naturally self-motivated, others need to have that manager who gives us the encouragement. Many of us need to have that ongoing informal dialogue with co-workers and customers. Many of us need the energy we get from being in a busy place with lots of movement and activity all around us.

In the April 28, 2020 Tip of the Week, we alluded to the importance of motivating ourselves. But let’s dig a little bit deeper today.  Here are several things to consider if you need a little bit extra energy or motivation for your day…

Find Out What Motivates You

Before you can motivate yourself, you need to understand what is motivating to you. We’ve done activities with clients where we had each individual employee develop a Personal Mission Statement; basically this was describing their purpose in their job. It wasn’t just the tasks or activities that they do, but it was the greater good that comes from those tasks or activities for their community, their customers, their co-workers, or their company. You could go through an exercise of developing your own Personal Mission Statement, or you could simply write a list of your motivators. It could be future success – where a great day today means a great week, a great month, great year, a great career. Your motivator could be your family, it could be free time, and whatever it is, write it down and put it in front of you every day.

Give Yourself a Challenge

I have a friend who I volunteer with, and she is well into her 70s; yet, she is easily the most energetic person I know. She takes multiple leadership roles and works as hard or harder than any of the individuals within this organization. I asked her where she gets all her energy.  Her response?  She said that she gets up every day and simply challenges herself to get as much done as possible that day. She basically has a contest with herself to see how much she can accomplish.

Celebrate Even Small Wins

Remember that small wins are still wins. So celebrate! This might sound goofy, but it’s something I strongly believe. I was conducting a workshop for a client several years back, and we talked about the importance to an organization’s culture for employees to have a clear purpose in their role and to celebrate.  At the time, Aaron Rodgers, a quarterback for the Green Bay Packers football team, would celebrate when he or his teammates made a big play by pretending to put a championship belt around his waist. So, I asked people to celebrate an accomplishment during this workshop, and the way I asked them to do it was to put on the figurative belt.

Employee by employee stood up, said something that they accomplished over the last week or two – as little or as big as they could think of – and then they would give themselves “the belt.”  It was funny, it was interesting, and it addressed the importance of really recognizing what you do – not just doing it, but RECOGNIZING YOURSELF FOR YOUR OWN ACCOMPLISHMENTS.

In this world of working remotely, so much more of the motivation has to come from within. Figure out what motivates you, and find ways to become more self-motivated.

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Tire Dealers Becoming Teachers – 5/19/20

Posted on May 19, 2020 in Customer Service Tip of the Week Please leave a comment

I recently needed two new tires for a vehicle, and I first went to the tire dealer’s website to find some options.  The site’s look/feel and ordering process had changed, and I didn’t see a tire I wanted, so I called the store to make an appointment.

When I arrived at the tire store (a place I’d been to 15-20 times), it was very different due to COVID-19.  There was a tent outside with chairs about 8-10 feet apart.  There was a small sign with different directions based on whether you had a scheduled appointment or were a walk-up. The door you normally enter was locked.  The inside experience was different – there was no coffee or water while you waited.  People were asked to wait outside or sit in their car while the tires were changed.  You drive your car into the garage and drive it out of the garage regardless of whether you were in the car while the tires were being changed.  There’s no exchange of paperwork unless you requested a small printed receipt when paying.

Virtually everything changed, and to make it work, the customer had to do their part.  I asked the employee checking me in how it was going with the new setup, and he said it’s going OK, but “the customers are not reading the signs.”

Customer v. Company Roles

Whereas a customer has a role in their own service experience, particularly in an environment like this, the company has the role to teach that customer about the new experience and the customer’s responsibilities.  The company has a role to confirm the customer’s understanding.  The company has the role to ensure the comfort and confidence about what’s going to happen.  The company has a role to explain those next steps and timeframes and then, as always in customer service, deliver on the expectation they set.

When the customer has to learn a new way to do business with your company, realize you are in teaching mode.  Don’t make your customers become experts in your processes.  Make it easy for any customer to have a great experience, even under these new circumstances.

Bring simplicity into your service system, and teach customers how to have a great experience.

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Moving toward Normalcy: The Face-to-Face Keys – 5/12/20

Posted on May 12, 2020 in Customer Service Tip of the Week Please leave a comment

As we slowly go back to a face-to-face world, here are a few quick reminders for what positively differentiates employees who understand the importance of body language and expressions v. those who don’t.

Especially if you’re wearing a mask and serving customers, ensure your eyes are focused on the other person as opposed to the activities and technology that surround you both.  Spend one minute or two a day in front of a mirror to refresh on the kind of messages the forehead and the eyebrows convey when you’re looking at somebody. That might be all of your facial expression that the customer sees. Ensure that the smiles are visible in these other aspects of your expressions.

Maintain that 6-foot distance, but make sure you have a comfortable posture and the tension is not visible in your arms, your hands, or your shoulders.  Lean in to show you’re listening, but don’t move toward the customer.  Keep the comfort zone between the two of you.

Realize that it can be awkward and uncomfortable for the customer, just like at times it’s awkward and uncomfortable for you – having a mask on, keeping distance from the customer, having a plexiglass between you and the other individual.  But that awkwardness and the uncomfortable nature shouldn’t come across in your body language and expressions.  If anything, we need to be as proactive, gregarious, pleasant, and kind to the other person as we ever have been in order to create that rapport and establish that comfort level.

The facility itself is creating barriers to comfort, so the individual needs to go beyond what they would normally do to create that engaging encounter with the customer.

Since we’re not going to be back to normal anytime soon, be clear on those little extras we need to focus on and deliver to make sure customers are as comfortable as possible.

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