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Mastering Confidence in Customer Service - 4/30/24


It’s not what you said…it’s how you said it. If you’ve ever had someone say this to you, raise your hand.  (I just raised my hand) Usually this is being said when someone is upset with you, but regardless of the reason, that phrase illustrates that HOW we say something often Read more

Be Amazing - 4/23/24


Watching Michael Jordan steal a pass and then dunk a basketball is amazing.  Taking a rocket to the moon is amazing.  The taste of my mom’s homemade beef soup is amazing. We all have our personal examples of what is amazing.  Usually, it’s something that we cannot comprehend, that we Read more

Talk About Yourself to Build Customer Confidence - 4/16/24


When you’re dealing with somebody who is anxious or nervous about a situation, a customer who feels like they don’t have much control, an individual who is unsure and uncertain, it’s important to put the customer at ease.  It’s important to build their comfort level.  It’s important to help Read more

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

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ACA/Obamacare Emphasizes the Patient Experience…for Physicians

Posted on December 12, 2013 in Business Advice, Healthcare Please leave a comment

According to the article Physician Practices Seek Patient Satisfaction Surveys As Obamacare Emerges, payments for physician practices could be based in part on the patient experience – similar to what’s already happening for hospitals and home health providers.

“If you look at today’s environment under the ACA, patient experience is going to become more important,” said Todd Evenson, vice president of consulting services and data solutions at MGMA. “It is not clear what vehicle they are going to use as to how quality is evaluated but there will likely be clinical as well patient experience components the value equation.”

If this turns out to be anything like the hospital-focused HCAHPS evaluation tools for patient satisfaction, there will be a number of survey attributes dealing with communication, feeling cared for, frequency of activities, and consistency of service. They’ll ask about people, processes, and facilities when gauging the patient experience. The physician practice surveys will measure physician group v. physician group as well as how well an individual entity improves its own performance over time.

Therefore, physician groups should prepare by learning some of the key lessons of HCAHPS. It’s about getting ALL staff to ALWAYS introduce themselves, listen to the patient, and convey they care. It’s about having consistency from part-time to full-time staff, regardless of time-of-day or day-of-week. It’s about getting customer service standards in place, best practices identified and implemented, about hiring people with the natural inclination to be patient-focused, and it’s about constantly monitoring and improving today to get ahead of the ACA curve of tomorrow.

Find the gaps in performance today to begin moving toward the consistency needed tomorrow.

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Customer Service of the Future…in Government

Posted on December 11, 2013 in Business Advice, Government Please leave a comment

About 1/3rd of the most memorable customer service encounters in government are negative. Does that number seem low? Well keep in mind that the statistic was taken from a survey of employees of Federal, State, and Local governments, and even the sub-50% number from employees still isn’t positive.

But this GovLoop survey was more focused on the future than the past. And many of these employees are optimistic about the future because of some key trends they see developing including “Self-service opportunities, from grocery store kiosks to online applications, will allow citizens to access, process and monitor their government requests on a more widespread and frequent basis. Citizen engagement and partnership efforts that empower citizens will also become more prevalent. Mobile applications, increased social media interactions and the expansion of live, online chats also will radically change the way government delivers services in the next five to ten years.”

So these are the trends to anticipate, and the question becomes, What does this mean to the typical local government or employee? Here are three key takeaways:

  • Here Comes Proliferation. More service channels for the taxpayer mean more complexity, more need to monitor standardization of information and the experience, more staff training, and more metrics to gauge and improve performance. More, more, more infrastructure, training, and monitoring.
  • Calling All Techies! Tech-savvy employees will be a requirement, not a nice-to-have, and most local governments won’t be able to have separate divisions/departments dedicated to separate service channels because staffing is too small. Therefore, many staff will have to learn to be jacks-of-all-trades (responding to e-mail requests, social media complaints, calls, web issues, and potentially onsite visits – all in the same day).
  • Teach the Citizens Well. “Self-Service” means that the customer can do for themselves. This requires a mindset and intentional planning and work to train citizens on how to do for themselves. It’s the proverbial teach them to fish, but the fish they’re catching is information, or a recycle bin, or compost, or an inspection, or a tax payment, or a reservation at a park shelter. For Self-Service to succeed, we need to serve as a teacher to inform, educate on what they can do and how to do it.

With variety comes complexity, and with a greater tech emphasis comes the search for people who can blend a technology skill set and a customer service mindset.

Get ready for the future of government customer service.

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Customer Retention for Marketers

Posted on November 26, 2013 in Business Advice, World of Customer Service Please leave a comment

Many marketing articles, blogs, apps, other tech-related devices talk “customer retention” but are really talking their true love – “marketing.” They talk about how “marketing drives higher retention” and how relationship development is really “drip marketing.”

I’m not going to debate retention v. marketing because many people think only about sales and marketing, they don’t think in terms of customer service and developing relationships for the long-term.

So for any marketers out there, here’s some customer retention advice on mindset, strategies, key questions from the marketing perspective:

  • When considering retention, think of your customer as an individual person – not a group. Communicate with them as an individual, not as a market segment. If you’ve ever had a company for whom you’ve been a long-term customer market to you like you’re a prospect, that company abdicated their relationship with you for the ease of pushing products.
  • When developing strategies, focus on the concept of what you need to do to still have this customer in 1-2 years. In other words, what would you need to do – and when would you stage those actions – over the next 1-2 years? Companies who think short-term, often come across as doing things in their best interest, not in terms of what’s best for the customer.
  • When communicating with them, first know how they want you to communicate with them (not how you want to communicate with them). I’ve oftentimes received multiple sales telephone calls and just let the machine pickup, never to return their call. However, if they would have e-mailed me in a personal way, I’ll always respond, even if not interested at that time.
  • Communicate with them in their preferred frequency of communication. Some people will opt-out of e-mail campaigns coming at them 3-5 times per week (especially since they’re typically just sell-related), but they won’t opt-out if it’s once every 1-2 weeks and/or if there’s a mix of sales and more educational communications.
  • View a customer as a supplier of information to you – the information you need to retain and sell them. Don’t think “push” first; think “pull” first – spend more of your research strategy in getting to know them, asking questions and pulling information from them (especially at the start of the relationship) than pushing offers to them.
  • Base your decisions on their personal retention drivers; base your strategies on them as individuals. If you know why one customer will stay with you, address it. We conducted research for a client that noted that first-time customers who are likely to renew annual contracts are actually interested in upsell opportunities, but a high percentage of first-time customers are not likely to renew. You can’t do much with that general information, but since we knew which customers had which inclinations, we could recommend to whom to market and to whom to take a service recovery/retention approach.

If you’re a marketer, customer retention is for you – just know through what lens to look to create your marketing strategies.

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