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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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The Single Biggest Key to Retention and Expansion

Posted on September 7, 2011 in Business Advice, Government, Sports Please leave a comment

You’re the customer. Do you feel that I care about you?

That’s it…that’s the key to retention. Making that person feel that you care about them. There are many ways to do this, but I’m going to go beyond the obvious discussion of eye contact, body language, tone of voice, and the words you use.

This is about strategy. This is about understanding that when the customer makes the decision to go to a competitor, they’re usually driving down the road, they’re doing a search on Google, they’re reaching for the yellow pages (yes, some people still do that), or they’re at their kitchen table. In other words, when they make that decision to leave, they’re often not in front of you.

So this strategy is about relationship building. As an example, I always like to discuss economic development organizations who are trying to keep local employers through their Business Retention & Expansion (BRE) programs. They’re great examples because these organizations have little direct control over the decisions of the local businesses, and those businesses aren’t going into the “BRE Store” 3 times a week, so the BRE professionals must know how to establish relationships with local businesses by going to the local businesses. They must meet with them, or send surveys, or send information of value, or send “marketing/sales/retention-focused” materials, or e-mail and call the business leaders.

This all needs to be part of a 12-month Touch Point Plan – a strategy you efficiently and systematically design and execute each year. Anybody in any business that depends on retention and growth with existing businesses needs a 12-month Touch Point Plan. You have to develop a plan to proactively “Touch” your clients even when they’re not in front of you. You have to take control over keeping the relationship going, keeping yourself top-of-mind, conveying you care.

We’ve taught many executives in professional basketball and professional soccer how to create these plans because their account representatives are having to manage hundreds of relationships and the resulting millions of dollars in lifetime revenue. Likewise, BRE representatives are maintaining relationships with businesses that employ thousands of staff, invest millions of dollars, and provide a significant tax and fee base for the local economy.

How do you create a plan? Well first determine 3 key types of touches:

· Pull – Information you request of them through surveys.

· Value Push – Information you provide that is simply valuable to the recipient and would address their retention drivers.

· Growth Push – Information you provide that would help them to grow their relationship with your organization.

Then build 3-4 of each touch type into a 12-month Touch Point Plan.

The key to retention is simple to identify, but the plan to retain must be created and executed in a strategic manner. So what’s your plan?

Interested in more information about Touch Point Planning? Go to: http://www.cssamerica.com/csstpp.htm

Listen to our latest episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

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/


Structured for Service?

Posted on July 7, 2011 in Business Advice, Government, Healthcare, Sports Please leave a comment

Yet another company is caring about customer service, and this one is an Australian telco – Telstra. The organization is trying to get rid of its reputation for horrible customer service by – in part – creating a combined structure for its sales and service areas. According to a Wall Street Journal article, Telstra wants to “improve service, win customers, simplify processes and build new growth businesses.”

In short, it’s restructuring for the money. Who knows today if it will work for tomorrow, but the attempt has some key points that need to be addressed.

First, your organizational structure has a HUGE impact on customer service. We see this all the time with hospitals and pro sports teams alike. Two different departments talk to the same customer (i.e., patient or season ticket holder) at two different times. Does one department know what the customer just communicated to another department? Think “shift change” on a hospital unit or a handoff of a new sale to a season ticket account representative on a sports team. Is the organization structured for responsiveness and seamless communication?

The article also talks about how structures impact processes. If you’ve ever tried to get a permit to renovate a building or to add a deck to your home, you know about which I’m referring. How many different places do you have to go, people do you have to interact with, information sources you have to research to get the “okay” to do the work? The structure of most local governments emphasizes the efficiency of the siloed department above the efficiency of the overall process from the customer’s perspective.

To improve customer service, look at your structures and processes. Where do they hinder Service Excellence?

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/


Where Scripting Does (and Doesn’t) Work to Improve Survey Scores

Posted on June 1, 2011 in Business Advice, Healthcare, Sports Please leave a comment

I don’t promote scripting, because too many companies take it literally in that they force their employees – without the least bit of sincerity – to make the same statements over and over and over again to the customer.

“Did I deliver great service today?"

“I hope I provided excellent customer service.”

Customers can sense sincerity and insincerity, communications they trust and mistrust.

So when we hear that some companies have their customer service reps and other staff use those statements because “Great” and “Excellent” are ratings on the surveys, I cringe.

Don’t rig the surveys just to have them say what you want them to say in terms of “Excellent” or “Great.” Customers can usually smell that a mile away, and just as importantly, you may not be getting a true indication of your customer’s satisfaction.

Now when it IS beneficial to have a little bit of scripting and training and education with staff that relates to surveys is when the terminology you use to describe the attribute they’re evaluating is not obvious. Maybe you ask on the surveys about “discharge instructions,” but when you talk to the patient in the hospital, you never referenced the phrase “discharge instructions.” In these cases, either refer to “discharge instructions” using that term when they’re in the hospital so the patient knows what you’re talking about on the survey, or use a more simple term or phrase on the survey like “Did they explain how to care for yourself when you go home?”.

When you’re conducting a survey and you’re asking the season ticket holder for the pro sports team to evaluate their account representative, make sure they know about whom you’re talking. Have the representatives refer to themselves as “your account representative” or “your personal representative with the team” when talking to the season ticket holder.

Make sure that the terms you use on surveys are terms customers are familiar with from having dealt with your organization. If you want great performance, you have to make it clear with your employees what great performance looks like, and to evaluate that performance, use terms on the surveys that you commonly use with your customers.

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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