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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

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

Fix One Problem without Creating Another - 10/29/24


If you’ve ever had an issue with your dishwasher, this will sound familiar.  I’ve dealt with so many dishwashers over the years, and they always seem to have some kind of an issue.  Maybe it’s because of the mix of water and technology, but for whatever reason, these never Read more

Delight Your Customers - 10/22/24


Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way Read more

A More Complete Definition of Responsiveness - 10/15/24


I was purchasing something recently that was being custom-developed.  At one point, the company’s employee and I had a good 20 e-mails going back and forth - 10 from each of us.  Unfortunately, I broke my own rule, and I did not pick up the phone after 2 or Read more

Have a Game Plan to Address Their Anxiety - 10/8/24


It seems like we all get deliveries - whether it is UPS, USPS, FedEx, Amazon, the local courier, or all the above.  We order.  They deliver.  Or do they? It’s times like these, when we’re expecting that package, that item that we’re looking forward to or need urgently or are Read more

How Persistence Saved the Day - 10/1/24


Sherrie saw the customer walk into her store holding his cell phone, and Sherrie immediately knew that was William.  She had spoken to William on the phone about an hour ago, he said he would be at Sherrie’s cell phone store in less than an hour, and there he Read more

Notice the Little Changes - 9/24/24


“My, how times have changed.” Yes, times have changed.  As a matter of fact, one of the biggest reasons why an organization’s customer service deteriorates is that times have changed…customers have changed…and the company has not… If we think about customer service delivery today v. decades ago, changes in technology alone Read more

Don’t Hurry…Be Quick - 9/17/24


No, this is not a take off on the Bobby McFerrin song:  Don’t Worry Be Happy. It’s actually a take off on the John Wooden quote:  Be quick, but don’t hurry. When I read Wooden’s book with this title, I liked the concept, and not just because John Wooden was a Read more

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Redesign around Millennials (and Others, too!)

Posted on July 3, 2015 in Business Advice, World of Customer Service Please leave a comment

Blog 7-3-15Millennials. I’ve been in so many meetings lately where they were the main topic of discussion. Why? Because they’re different. How they communicate, how they socialize with each other, why and how they move toward a brand and what could pull them away is different from other generations.

But couldn’t we say that about most of the customer groups out there? Aren’t first-time customers different than those that have been with you for ten years? Aren’t those that transact business with you purely via the web different than those that will only come into the store to make a purchase or get service?

The uniqueness of Millennials is important to note, but it’s important to note because every customer group (every customer) is unique.

To improve the customer’s experience, conduct this exercise with whomever the key 3-5 customer groups are for your business:

  • Research – Conduct research – surveys, focus groups, interviews, etc. – to identify what is most important to them about their experience. Is it speed, simplicity, self-service options, self-evident steps, text-based options, face-to-face dialogue, quality, or kindness? Identify just a few key attributes of their experience.
  • Journey Map – Use those attributes as guiding principles to redesign your customer’s experience by breaking up the experience into several Macro-process steps; here are six sample steps:
    • They identify a need for and inquire about “stuff”
    • They find stuff
    • They request/order stuff
    • They get a status on stuff delivery
    • They receive stuff
    • They complete/pay for stuff
  • Redesign – During evaluation of each step in this customer continuum, how well does the experience in this step address the guiding principles? For example, when they’re requesting/ordering an item, is it “simple, quick, and self-evident?” If not, then that’s where there’s opportunity for a redesign.

The lesson on the laser focus on Millennials is to look at each customer or customer group as unique. Know what’s important to them so you can design your world around theirs. Research. Journey Map. Redesign

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


2014 Customer Service Crystal Ball – Part 2 of Trends

Posted on March 5, 2014 in Business Advice, World of Customer Service Please leave a comment

Blog 3-5-14Did you enjoy Part 1 of 2014 Customer Service Trends? Check out the first 3 Customer Service Trends if you haven’t already. Here are the final 4 of 7 key Trends we see:

Big Data Will Be Overplayed (Just Like Social Media Customer Service Was Overplayed)

I attended a “Social Media for Parents of School Kids” meeting 4-5 years ago. The presenter – a school psychologist – told us that in 5 years e-mail would no longer exist because Facebook would replace e-mail.

Still waiting…

Social Media Customer Service was not the be all, end all, and neither is Big Data. One way to define “Big Data” is to take all the information you have on your customers and to – as much real-time as possible – analyze it so you can use it to tailor your customer interactions and target your retention/marketing/sales strategies. This topic is getting so much publicity, but the reality of its use – and how pervasive that use will be – will not match the hype.

Too many companies don’t acquire enough information on customers, or they don’t communicate well enough internally, or they don’t have a customer service/retention culture as it is; therefore, inserting systems and data – Big Data – won’t change any of that. Companies can have the best systems in the world to analyze and share data, but if companies can’t/won’t acquire data, or if they don’t break down silos, or if they don’t care about employees and the end customer, Big Data is useless. Big Data will be overplayed in 2014.

Small-to-Midsize Businesses Will Seek To Hire Octopodes

Or octopi? Or octopuses? Apparently the accurate plural of Octopus is quite controversial on the web – Google it and find out…

Companies – especially the small-to-midsize organizations, will seek to hire the customer service “octopus” – the customer service employee who can do it all…Tweet, get on the phone, be face-to-face, compose e-mails, communicate on Facebook, etc. These special individuals are those that are responsive, consistent, effective, and personable. Businesses of this size are generally too small to have dedicated resources to manage each of their customer service-oriented platforms, so they’ll need a few exceptional people who are well-versed and capable in multiple communication vehicles. This need is not as significant for bigger businesses because they can segment their service platforms simply due to scale.

A New App Called “The Butler” Will be the Hottest App in the World

Have you heard of it – “The Butler?” Neither have I. It doesn’t exist, but it’s coming…

We hadn’t heard of Twitter 10 years ago, and we hadn’t heard of Facebook 20 years ago. Most of us hadn’t heard of Microsoft 30 years ago. So something that doesn’t currently exist or few of us know today – “The Butler” – is coming. My hope is that it’s a self-serve app (not a search engine like Google or an application like Siri). Instead, it’s an app where I load in (or link) the names of my cable company, bank, phone provider, and other random online orders/accounts.

I can then – with the touch of the app or a simple voice command – tell “The Butler” (I’ll call him “James”) to complain to X Telecomm company that my cable is out. I can ask James to check on the delivery status of those flowers I ordered for my wife. I can determine my account balance. I can get the pharmacy on the phone. I ask a question or convey an issue (regardless of the company) – and my voice is heard by the company, or the answer is provided.

By this time next year, there will be a HOT customer service app that we do not know today. I hope it’s The Butler.

What’s Old Will Always be New

Essentially, customer satisfaction is about those one-on-one relationships and moments of truth. In that respect, the future of customer satisfaction will be the same as the present. The main difference is the path companies will take to get there. Never overthink customer service. In the end, it’s about you and me – the 1-on-1 – conveying we care while we meet needs and address issues…

To learn more about how to improve customer service in a changing economy and world, visit our NEW website at http://cssamerica.com/home/


2014 Customer Service Crystal Ball – Part 1 of Trends

Posted on February 26, 2014 in Business Advice, World of Customer Service Please leave a comment

Blog 2-25-14What Customer Service Trends do we predict for 2014? Well here are the first 3 of 7 key trends we see:

We’ll Learn to Rekindle the Fire in 2014

What does that mean? No I’m not talking romance in the world of customer service, although there could be an uncomfortable emotional engagement in this particular trend…What I’m speaking of is face-to-face customer service via the web. If you haven’t seen the new Kindle Fire commercials, they involve someone holding a Kindle tablet, clicking a button to contact customer service, and having a pretty customer service representative appear for a video chat.

The attraction of the video chat is that people prefer a two-way conversation, particularly when dealing with an issue, and it’s easier to understand someone and communicate with them if you can see them. Plus, with the Fire technology, they can see your tablet and highlight information for you.

This trend toward video customer service will move forward slowly though. Beyond the obvious tech issues involved in any widespread rollout, there’s also the creepiness factor of people talking face-to-face without any idea of what they might do in this personal yet physically detached conversation. Another point to consider is where are you going to find people pleasant to talk to, to look at, with good body language regardless of the situation, and who are knowledgeable/smart enough to serve this CSR role? It won’t be easy, and they will be WELL paid.

We Will Realize that We are All the Same

A Healthcare client of ours has an issue with their security staff in the Emergency Department. The head of security believes the sole role of his staff is security, busting the bad guys, keeping the peace, etc. And while that’s the main role, these staff are stationed at the entrance of the Emergency Department, and they are the first person that walk-in patients encounter. So they need to have some communication skills, some knowledge of protocol and procedure, some customer service-orientation.

When I say “we are all the same,” what’s meant is that in 2014 there will be a more holistic approach to customer service – albeit slowly again. This approach includes the act of serving customers being viewed as a mission and taught throughout all levels of an organization rather than the activity of a separate “customer service department.” So watch out if you’re in technology, security, or facilities management – you are customer service, too!

We Will Become Infographics

Have you heard of Infographics? They’re essentially a pictorial representation of something – think Instagram with words and numbers…or a 1-page PowerPoint. It conveys information simply, graphically – hence the name – and it grabs your attention. Generally speaking, as people begin to like to see and absorb information in a certain way (think about surfing the web on a smart phone or sharing pictures on Facebook), that way gets co-opted by “gurus” to apply to their world.

Now imagine a 1-page Infographic for assembling a ceiling fan instead of a 40-page document in small print. Imagine instructions, information, directions, etc. being conveyed in Infographic format instead of a detailed narrative or text-heavy format. I predict we’ll see this trend as well.

What do you think of these first 3 trends? What is your Crystal Ball telling you? Share a comment today!

Check out Part 2 of 2014 Customer Service Trends…

To learn more about how to improve customer service in a changing economy and world, visit our NEW website at http://cssamerica.com/home/


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