Customer Service Tip of the Week

Home  /  Question Everything, but What’s the Question? – 3/23/21  /  Customer Service Tip of the Week

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

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

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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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Be Proactive like a Pro – 3/9/21

Posted on March 9, 2021 in Customer Service Tip of the Week Please leave a comment

We constantly work with clients, encouraging them to become more proactive with customers.  Don’t just be reactive, waiting for the customer to ask questions or to complain.  Instead, go to the customer, anticipate their needs, suggest something to them.

But many of us, frankly, don’t know how to be proactive.  We think we give great customer service because we answer questions…when asked.  Or we resolve issues…when the customer complains.  Or we address a need…when the customer presents the need.

That’s not truly great customer service; that’s basic, fair-to-good customer service.

To be great, be proactive.  But how?

Here are some questions to ask yourself (or the customer) to ensure you’re being proactive:

  • Ask the customer “How was your experience?”  Then act on the information provided by sharing key takeaways with others in your organization or by addressing the customer’s experience.
  • Ask yourself “What is their next step in the process?”  Then make sure they understand that next step.
  • Ask yourself “What else do they need to accomplish their goal?”  Then share your knowledge with them.
  • Ask the customer “What are you hoping to accomplish?” or “What’s your goal?”  Then chart a plan to get them there.
  • If you cannot meet their need as requested, ask yourself “What’s an alternative solution?”  Then offer the other option.

 
To be proactive with a customer, you don’t have to be the best in the world at empathizing with other people or reading their minds.  Sometimes you just have to ask the customer (or ask yourself) the right question, and then take action based on the response.

To be great at customer service, be proactive – Ask and Act.

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