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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

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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BOOST Your Retention

Posted on February 2, 2010 in Business Advice, Healthcare Please leave a comment

Project BOOST is a concept being piloted by The Society of Hospital Medicine. They are working with Blue Cross and Blue Shield of Michigan as well as the University of Michigan to reduce readmissions to hospitals. Modern Healthcare (http://www.modernhealthcare.com/article/20100201/NEWS/302019973/1153#) reported on this project as an example of some creative programs that can be put in place to reduce unnecessary readmissions, which is obviously preferable from the patient’s perspective and helps to manage costs from the facility’s perspective.

What’s especially interesting about the program is that it has a strong customer service component. The program includes a recommended follow-up visit to the doctor within two weeks of discharge to ensure that the patient knows whom to contact, what they need to be doing for themselves, and what to be looking for in terms of post-discharge issues.

To think about this in more general customer service terms, there is a built-in communication step after the patient has left the hospital which ensures that the patient is communicating their situation and their issues back to the physician and also to ensure that the patient is well-educated. To ensure that the patient and their family understand the information being conveyed by the physician/nurses/pharmacists, they use what they call the “teach back” method. This essentially involves the clinician asking the patient to restate what information they were just told.

This is a technique which CSS, our company, teaches to our clients as well. Whether you’re setting expectations or just wanting to make sure you’re on the same page with your customer in terms of what needs to happen next, who’s going to do it, and when it needs to be done, ask the customer to summary those key points back to you. If they can, you’re confident that you’re both on the same page. If they cannot, then you have more work to do to before you close out the conversation.

Learn from Project BOOST. Before the client leaves your business, ensure they’re on the same page with you in terms of what’s going to happen next. And after they’ve left, touch base with your clients a short time after the transaction has occurred to ensure they were satisfied and to keep that relationship-building conversation going.

Interested in improving your company’s customer service? See more information at: http://www.cssamerica.com/


You’re Once, Twice, Three Times a Customer

Posted on January 28, 2010 in Business Advice Please leave a comment

With all due respect to the Commodores’ great song (“You’re Once, Twice, Three Times a Lady”), this blog post focuses on gaining repeat business. Many companies work so hard on making the initial sale and celebrating the transaction. But what if we looked at each sale or at each “moment of truth” with the customer not as a single event? What if we saw it as a link to the next sale? The idea is to string together 1, 2, and 3 sales to the same customer. This is creating a customer from a transaction. Several things would be different:

  • You would be more concerned with whether the customer was satisfied with the shopping experience.
  • You’d be more likely to ask for improvement suggestions.
  • You’d be more likely to follow-up after the sale.
  • You’d be more likely to set-up periodic customer “touch points” to make sure you’re top-of-mind the next time a buying decision is made.
  • You’d be more likely to get contact information on the customer and to use it.
  • You’d be more likely to inquire about other customer needs/wants.
  • You’d be more concerned with getting to know the customer personally.
  • You’d spend more time talking with co-workers about strategies to keep that customer and bring them back.

Think about the customer by thinking about how to get to the next encounter. Turn your transactions into Once, Twice, Three Times a Customer.

Interested in improving your company’s customer service? See more information at: http://www.cssamerica.com/


Blackhawk at its Best

Posted on January 26, 2010 in Business Advice, Carolinas Please leave a comment

The big box home improvement stores have dominated the landscape over the past 10-20 years. They offer more products at lower prices than the “Mom and Pop” hardware stores of the past, and many of those smaller stores have gone out of business.

But Blackhawk Hardware in Charlotte, NC, offers a couple things that the big boxes can’t replicate including…popcorn. You walk into Blackhawk, and you smell the popcorn coming out of the old fashion popping machine, and anyone can make a bag (or two) for themselves – free! It’s delicious, and it gets you in the mood to slow down for your shopping experience.

But besides this initial unique and filling introduction to the store, you immediately realize that their customer service is the other thing that cannot be replicated. I’ve looked for light switch covers and washers for a kitchen sink pipe. I’ve looked for certain types of hose sprayers and gifts for relatives. After a second bag of popcorn, I’ve looked for unique light bulbs and a vise to secure a rope swing.

It seems that I cannot only always find what I need, but I also have someone pleasant, candid, and helpful aiding me in my search. As a “small box” store, their prices are sometimes higher for some basic items, but the store is constantly jam packed. It’s jam packed with customers willing to pay a little extra for the selection, the free popcorn, and the exceptional customer service.

The next time you’re in Charlotte and near Park Road Shopping Center, check out Blackhawk Hardware.

It’s a great example of how a family-owned business can compete with the big boys using customer service.

Interested in improving your company’s customer service? See more information at: http://www.cssamerica.com/


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