Business Advice

It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

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

Create a Patient-Centered Culture

Posted on in Business Advice, Healthcare Please leave a comment

Zappos delivers great customer service, but its leader seems to talk mostly about his corporate culture. Disney is always brought up in seminars we provide for their great customer experience, but so much of what makes it a great experience is the consistently high performance of its “cast members.”

Culture and customer service are intertwined in great companies, and that’s why it’s no surprise that the article NY nurse executives focus on positivity addresses how to drive higher patient satisfaction by creating a patient-centered culture. According to the article, successful healthcare organizations possess a “strong unit and organizational leadership that promote a service culture tied to operations and finance; effective partnerships with patients and families; an engaged and satisfied workforce; and a strong performance improvement focus.”

Note what’s being discussed here…leadership that’s strong…leadership that promotes service…an organization that realizes patient/customer satisfaction is intertwined with operations (processes) and finance (business outcomes). They address partnering with customers, having motivated staff, and continually improving.

I agree with all these points; most cohesive cultures are created and fostered by leaders who have a well-articulated vision, who practice what’s preached, who understand the process impact on patient satisfaction and the patient satisfaction impact on financials.

But some of the “hows” are missing from the article. How do you get an engaged workforce? How do you continually improve? Leadership is the start, but that focus on patient satisfaction has to begin with your hiring process and criteria for staff, what you reward them for doing, and how you hold them accountable. A patient-centered culture requires training and an internal communication plan that is proactively conveying the messages to staff that you want repeated to patients. Patient-centered cultures require smooth information flow from patients and families to staff and leadership, so data-driven improvements can be made real-time when needed and through root-cause analysis when recurring issues occur.

To create a patient-centered culture, get leadership on board, and get the ball rolling through hiring, motivation, accountability, training, communications, process design, and continuous improvement.

Create a great culture with your people to create a great experience for your customer.

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


Give Customer Service Some Definition

Posted on in Business Advice, Government Please leave a comment

In the article New city administration sets priorities at day-long planning session, El Paso city officials met to identify 2014 goals. According to the article, “Customer service emerged as a key focus, for the new administration, during the planning session. The city’s mission statement says that it is ‘dedicated to outstanding customer service for a better El Paso.’ City Representative Larry Romero added that part of the city’s duty in providing high customer service is first identifying the priorities and levels of service needed. Deputy city manager Jane Shang said the city needs to revaluate and change processes to streamline city government and, ‘deliver services quicker and better.’

Based on those points, here are some nuggets for any business to consider:

  • A Mission Defines Your Daily Purpose. Use the Mission to guide your planning efforts. Are you aligning your plans to your Foundation Statements (Mission, Vision, Values)?
  • Define “Customer Service” for Your Organization. Customer service is a general term, so is it defined as the employee attitudes, systems, processes, facilities, or something else?
  • Define Where You Want to be GREAT! Don’t strive for perfection in everything – there have to be priorities set. Are you going to delight the customers with your attitudes, systems, processes, AND facilities? If so, do you have an unlimited budget?
  • Define Your Customer Service Standards. Where you don’t have an unlimited budget, define bare minimum expectations. If we’re not going to have facilities that resemble the Ritz-Carlton, what is at least a minimum expectation?

Whether you work for a municipality or not, to create a focus for your customer service initiatives, give customer service some definition.

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Don’t Turn Your Clients Into Prospects

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

Many years ago I was consulting with a client in the financial services industry. This credit card provider would send out literally 2-4 million marketing pieces at a time with the hopes of getting a fraction – under 3% – to respond. The client would then initiate a sales process with that 1-3% and hope to close a certain percentage of those. While I was helping them on the operational aspect of one area charged with this process, I couldn’t help to be awed by the waste…and the fact that they were using generic marketing messages on existing customers.

A customer is not a prospect, but this client was treating them like one.

In the world that we prefer to work in today – that of customer service, the patient experience, season ticket holder retention, and account growth – you view retention and growth as 1-on-1. You view it as me (the employee) knowing you (the customer) so personally, so specifically that I know how you prefer that I communicate with you. I know whether you’re thinking of staying or leaving for a competitor. I know whether you’re likely to be a good candidate for cross-sell/upsell, and I know the best way to do that. I know whether it’s okay to ask for a referral. And when you form your opinion of my organization, I know what are those main opinion-drivers.

Being successful in the customer service, client experience, customer retention world requires that you never start thinking of a client as a prospect. Once you do that, you give up the competitive advantage of having a deeper, more personal relationship with that client.

Don’t turn your clients into prospects.

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