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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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You Want to Talk to a Person

Posted on April 28, 2011 in Business Advice, Education 1 Comment

You want to talk to a person. Not get a text; not receive an e-mail; you want to talk to a person – live.

That’s the summary of a recent American Express survey released. In a recent Wall Street Journal article about the survey results, approximately 90% of those who responded wanted to have their inquiries addressed by people on the phone. About 75% would like a face-to-face encounter, and 67% would utilize a website to get their question answered. Approximately 70% of customers are willing to spend more with a business providing good customer service.

So people still want to talk to…well, people. And if that employee is providing good customer service, the majority would be willing to pay more for that higher level of customer service.

What this means strategically for your business is that your decisions about what method of service delivery to use, what method of responding to inquiries to select – those decisions should not be made based on the pure “cost per transaction” question. They should be based on who are your customers, what do they prefer, how much are they willing to spend to have personalized interactions and higher levels of customer service.

Income Statements have a Revenue section along with the Expense section, so when companies make decisions that impact how they interact with customers, they need to think of the revenue impact – not just the cost per unit.

An Education industry client said that university students prefer to receive updates of upcoming events via text, not e-mail. So I’m not suggesting you always go the telephone or face-to-face route. But what I am suggesting is to first do the research to understand what your customers want and for what they’re willing to pay a little extra.

Don’t make assumptions. Ask the customer what they want, determine the FULL impact on your organization of delivering that, and then make the right decision.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

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


Life as a Call Center Rep

Posted on April 27, 2011 in Business Advice, World of Customer Service Please leave a comment

It’s great; it stinks. That sums it up.

For someone who likes to talk with others, who enjoys answering questions, educating others, and solving problems, it’s a very rewarding job. For someone who likes a different challenge every minute, it can fulfill that desire.

But for many call center representatives, there is the difficulty in trying to meet the numbers – have a low handle time, get the post-call work done quickly, take short restroom breaks – it can be frustrating.

Like with any business, frustration often results from competing priorities. You are in a customer service role to serve. You are there to help others. You are there to help guide, to respond, to defuse, to educate. But at the same time, you are there to get the work done quickly. To address the need as fast as possible without involving anyone else if at all possible. You are there to interact with as many customers as you can in your limited time during the day.

According to a Chicago Sun-Times for the article on what life can be like as a call center customer service representative, “The reps at [her] call center were expected to field calls, take down information, check files, fill out forms, flag down faxes, write notes about each conversation and more, at times viewing four computer screens at once. Three seconds after they hung up, a new call would come in. A big call board would flash with multi-colored lights indicating whether new calls were being picked up in less than 30 seconds, and if they weren’t, there’d be trouble.”

For any organization wanting to succeed in employee retention, customer retention, operational excellence, and long-term growth, there needs to be a balance. There need to be measurements of and incentives for satisfaction, loyalty, retention, repeat purchases, and new business generated from current customers just like there are measurements and incentives relating to productivity, error rates, and throughput time.

Find a balance of what you measure and reward for the sake of your people, your customers, and your business success.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

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


Lessons from the NFL Draft

Posted on April 25, 2011 in Business Advice, Sports Please leave a comment

With the National Football League (NFL) draft coming up this weekend, the teams will select 255 players to possibly join their organizations. In the past, teams used to select the best pure football player available. But that was long ago.

Today, NFL teams go beyond the “best pure football player available” when determining their selection. They look to fill a need. What individual fills in what skill gap? Who may take some time to develop but is a good long-term prospect?

NFL teams also evaluate players’ personalities and backgrounds much more than they once did. Background checks are performed. Psychological evaluations are administered. Interviews are conducted. In the end, the goal is to find somebody who wants to work hard, who wants to get better, who has integrity, and who will be a good teammate to others.

What do you want from your employees? Aren’t many of the qualities the same? If so, are you going through the same rigorous evaluation process as the NFL teams? Consider it. Know that a good employee can make a manager’s job easy, and a poor employee or one with a bad attitude and work ethic can create issues that take your focus off the customer.

Evaluate your hiring processes to ensure the right fit with your team, the right attitude, the right work ethic.

Do whatever it takes to draft the right player.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

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


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