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Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

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

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4 Tips for Personal Sanity in Public Crisis – 3/17/20

Posted on March 17, 2020 in Customer Service Tip of the Week Please leave a comment

We can only control what we can control.  There are times like these where the healthcare world is fighting a quickly-spreading virus, and governmental, business, and other organizations are making changes to try to mitigate risks and find solutions where possible.

With all this activity swirling around us, we still have jobs to do.  We still have the work and the customers and the daily responsibilities, and we are expected to perform well even as changes around us become – temporarily, we believe – more unpredictable.

How do we get our mindset and focus on the task at hand or the person we’re serving with everything swirling around us?  Here are 4 Tips:

  • Get Educated, but not Inundated: Know what you need to know about the virus, appropriate personal hygiene practices, and other activities that could keep yourself safe.  Know key facts, but make sure you’re giving your mind a break from non-stop news and discussions on the topic.  Ensure you are giving yourself some balance.
  • Prepare for More Anxiety-filled Discussions: We’ve experienced this with some of our clients and their customers over the past 2 weeks.  There’s more emotion, fear of the unknown, quicker turnaround time expected on requests and complaints.  This is something for which you can prepare – alleviating customer anxiety using our STEP UP technique.  In a nutshell, the CSS technique states:
    • Share your understanding of their situation – offering some empathy
    • Tell them about yourself and how you’ve helped people in similar situations
    • Explain the Process for how you’ll address their concern, and ensure they understand
    • End UP! Close positively, thanking them for contacting you and sharing the concern.
  • Care for Your Own Mental Health: I’m no clinician, but it’s clear that plenty of rest, plenty of fluids, occasional deep breathing, and movement keep you feeling better physically/mentally.
  • Take Action Focused on Today’s Priorities: Even if you don’t know what tomorrow will bring, map out today.  Identify the “big rocks” – those higher priority tasks – and act on them first so you at least get the top items addressed most days.  Having a plan, working the plan, and celebrating the work every day can help with our mental mindset.

We can only control what we can control. Use these four tips to create a little personal sanity for yourself.

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Create Mutually-beneficial Relationships – 3/10/20

Posted on March 10, 2020 in Customer Service Tip of the Week Please leave a comment

We have worked with many clients over the years who have long-term staff in customer service roles.  At some point, the company decides to add a sales component to the responsibilities of the representatives, and the sparks start to fly!

I was not hired to sell. This is not in my job description. I’m a service person, not a salesperson. Customers don’t want us pushing stuff on them.

These are the kinds of objections that management gets from staff, and many of these objections are entirely valid.  For an organization to effectively pivot from purely service to service with some sales, leadership has to instill a mindset that it is possible to have a mutually-beneficial relationship with customers.  It’s not just that the company benefits from the customer’s purchases.  We also need to see how the customer benefits from what the company can provide.

When we were conducting a workshop with a client recently, we asked how to create mutually-beneficial relationships with customers.  This is some of what they said:

  • We provide them information that might save them money, such as information on rebates.
  • We provide educational information and services on trends in industry, technology, regulations, policies/procedures, and other information of use to them.
  • We have a loyalty program for their ongoing use of our products and services.
  • We understand what they want and need, we’ve asked them about their goals, and we take action based on what they tell us.
  • We know our products, so we can make sure we match up a specific need with a specific product.
  • We know our services and how to fix issues quickly, so we can be very responsive to their challenges.
  • We have connections with other groups within our organization and with other organizations, so if there’s something they need that we don’t provide, we know how to make that match.
  • If we know something is going to be backordered, we identify it and proactively reach out to them to make an alternative offer.

Some of what the client personnel told us related to positioning yourself as an educator for customers.  Some examples related to understanding your business exceptionally well so you can match their need with your solution.

Some comments related to being proactive on sharing information that might save the customer money, or being highly responsive when issues arise that might challenge them.  And some of these ideas simply dealt with knowing the customer better as well as knowing where to go to meet customer needs, even if it wasn’t within your particular organization.

If part of the customer service representative’s responsibilities is to sell, make sure that the organization and staff first understand how to create a mutually-beneficial relationship.

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Predictability Excites these Customers – 3/3/20

Posted on March 3, 2020 in Customer Service Tip of the Week Please leave a comment

Sherrie had used that airport one too many times.  Sure it was convenient to her home, only 20 minutes away, but it seemed like every time she scheduled a flight, there was a delay.  And since it was not a “hub” airport, if she had to fly any significant distance, she’d have to make a connection, and then more delays would occur.  Delay after delay, and re-route after re-route.  There was too much uncertainty about her arrival time or her ability to make connections.

The next time she had to fly, Sherrie decided to go to the larger airport that was located over one hour away.  Sure the fare was no better, but she had a direct flight to her destination.  She traveled the extra distance to the larger airport, and she got on her non-stop flight.  It took off late but made up time in the air, and it landed early.  On her return, she was late getting back because of air traffic, but there were no worries about making a connection.  There were no worries about getting re-routed to a different city for the second leg of a trip, since this trip was non-stop.  There was none of that uncertainty.

Some customers aren’t as concerned with product price if they know what’s going to happen.  Some people’s goal is to avoid hassle.  They’re more concerned with process predictability than product price.

People concerned with process predictability, those concerned with avoiding hassles – those are the people that customer service-oriented companies love.  Because those customers put a premium on the aspects of their experience not driven purely by the product.  The service processes, consistency, and quality are differentiating factors.

Identify the types of services you provide that are very process-driven or time intensive.  Identify the customers whose satisfaction and repeat business are driven by these key factors of customer service.

Then help your company become more predictable for your customer.

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