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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

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

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From Anaheim Schools to All Our Ears – Purpose and Strategy

Posted on September 11, 2014 in Business Advice, Education Please leave a comment

Blog 9-11-14I’ve been hearing the word “Purpose” a lot lately. It’s being used to address a person or organization’s mission and how that mission is above and beyond the function being performed.

“Purpose” in the world of education has a very clear meaning to Superintendent Michael B. Matsuda of the Anaheim Union High School District. In a recent Orange County Breeze article, the Superintendent welcomed the students and families into the new school year, but he did it in a different way – strategically, yet personally.

When people think about strategy, they think about planning, tactics, timetables, and milestones. But what that strategy should start with is the Vision, Mission, or Goal – in this Superintendent’s case, the strategy starts with a discussion of Purpose. He notes that “we must align all stakeholders under the common goal of graduating our students college and career ready with purpose.” He links those educational purposes then to community purposes: “A quality education for every child will benefit them through job readiness, a better economy, higher property values, and lower crime rates.”

He then gets into tactics, talking about feeder districts and higher education stakeholders. He talks personally about needed actions for staff and parents, and he discusses fiscal matters. He ends by closing the loop on whom the Purpose is for – the students.

The key lesson learned from Anaheim for K-12 schools and other school districts is this: Before launching the next great initiative, before getting too strategic, and DEFINITELY before getting too tactical, do two things. First, be clear on the Purpose and how that Purpose is about the experience of the student and preparing the student for the future. Second, be intentional about identifying all the stakeholders in the process and educating them on how living that Purpose relies on them and – ultimately – impacts them.

Be clear on the Purpose to best align all actions and stakeholders toward a common future.

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Culture can be the Root of City Government Service Issues

Posted on September 4, 2014 in Business Advice, Government Please leave a comment

Blog 9-4-14In too many local municipalities, when the call volume increases for the contact center, you simply hire more staff. When loud complaints arise, politicians make speeches echoing the community’s concerns. When the pipes burst, you create a laundry list of solutions without first identifying the root cause.

That last example of reaction in local government happened in Winnipeg recently. According to the article Customer service at Winnipeg city hall should be a priority for our new mayor, last winter’s occurrence of bursting pipes for local residents required reorganizing their 311 call center, better dealing with their infrastructure, and realizing that some things are just natural disasters.

But according to the article’s author, what really made the problem so exceptionally bad were factors including “The city failed to identify the problem soon enough, failed to notify homeowners about what they could do to prevent freezing, failed to acquire enough equipment and manpower to thaw pipes, and failed to provide affected homeowners with the help they needed in a timely manner.”

These are issues of lack of measurement, lack of proactive communication, lack of community education, lack of long-term planning/thinking, and lack of responsiveness. In short, it was poor customer service and a lack of a customer-focused culture. Our company has seen often with our clients (in public and private sectors) issues become far worse than necessary. The issues were difficult enough to address, but the reaction to the issue often exacerbates the problem. Organizations that don’t understand how to create an aligned culture focused on service and responsiveness get caught when the issues arise.

They don’t anticipate. They don’t empathize. They don’t react well or quickly. They don’t communicate proactively. They don’t succeed.

Sometimes great “PR” for a local government is not just about having an excellent communications department. Sometimes great PR is a direct result of a culture that’s great in the 1-on-1 Moments of Truth with their residents.

When seeking to improve relationships with the community, local city and county governments first need to ensure their culture is designed to succeed.

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The “Patient Engagement” Conundrum

Posted on August 27, 2014 in Business Advice, Healthcare Please leave a comment

Blog 8-27-14

One of the latest healthcare buzzwords is “Engagement,” as in “Patient Engagement.” Unlike patient satisfaction, clinical care, customer service, and other service-oriented terms, Patient Engagement is a little more nebulous to the average healthcare consumer.

However, the term’s definition is abundantly clear to most healthcare institutions. In the article Patient engagement creates Stage 2 challenges for providers, Patient Engagement requires that “5% of patients be engaged in their care through an online portal or electronic medical record. Hospitals that don’t achieve 90 consecutive days of meaningful use at Stage 2 during the 2014 fiscal year will be penalized financially. They must do this to continue receiving their incentive payments and avoid losing 1% of future Medicare reimbursements.​” Ouch!

Essentially the Federal Government has narrowly defined Patient Engagement as getting consumers to sign-in to a system with their electronic medical information. There are many reasons given why this is so difficult, and many suggestions followed: “Updating organizational policies addressing patient EMR access (particularly looking at gaps in the system); continuously educating patients and providers of their roles related to the engagement; making sure information is robust, including more than just appointment dates and lab results; staying current with standard development that supports consumer engagement; and eliminating patient fees for electronic health information.”

But much of this is missing one key point. The culture of America, in particular, revolves around the fact that we don’t have to directly pay for a significant portion of our healthcare. Sure, we pay premiums and pay taxes, but it’s not like paying cash for a car – where you either keep the $20,000 in your bank account or write a check today for $20,000. Many Americans pay virtually nothing out of pocket for a visit or procedure, and the others spend the vast majority of their healthcare expenses on premiums. We’re a culture that’s focused on requesting the best procedure and expecting physicians, hospitals, and other institutions to deliver the best care. Whether that happens or not is another debate, but that’s the current state of the culture.

Until this culture changes, Patient Engagement – as it’s defined by the government – will continue to be a challenge. I have had 2 medical procedures lately, and it was like pulling teeth (healthcare pun intended) to determine my out-of-pocket costs before the procedure. Even then, they were only rough estimates. There was no proactive sharing of that information on the part of the healthcare providers, so it was all on the customer to determine the cost and make an informed decision.

Also, I was asked to create a log-in to my EMR last year, but I was just given a copy of a detailed form with instructions; there was no incentive, no promotion – just “here’s the form if you want to login.” To change a culture, the provider has to share what’s in it for the patient to do something different, to begin changing behaviors.

For Patient Engagement to truly succeed, the culture has to change.

Did you like this post? Here are other Healthcare-related posts:


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