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Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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RELATE to Your Customers – 2/28/23

Posted on February 28, 2023 in Customer Service Tip of the Week Please leave a comment

One of the more interesting processes we go through with some clients is the development of Customer Service Standards.  One might think that the expectations that organizations have of their staff are pretty consistent when it comes to customer service and relationship-building.  However, the Standards are often unique because the organizations are unique.  Their Core Values are unique. Their purpose is unique.  And their customers are unique.

We helped one of our clients develop their expectations of staff, and the acronym RELATE lent itself nicely to the description of these expectations.  Here’s a quick summary:

  • Relate – Treat all courteously/fairly. Be inclusive, open to and appreciative of the diversity of the community and the customers. Be professional in representing the organization in appearance, interactions, and in showing respect for the privacy of others.
  • Educate – Understand the organization well enough to effectively serve others. Get to know the customers and their needs, educating them about the organization and their service experience.
  • Listen – Acknowledge others and those needs; be patient, communicate clearly, and listen so they feel valued and important, striving to address their need right the first time.
  • Act – Own the service experience, taking responsibility for being prompt/responsive to the needs and issues of others. Help others, and hold yourself accountable for your actions and on behalf of co-workers.
  • Team-up – Work with others in the organization to address collective goals and customer needs – guiding others to the right resource when needed. Understand your role, be involved and trustworthy, sharing information and ideas.
  • Enjoy – Be friendly and welcoming, proactively engaging others in a natural, enthusiastic, and attentive manner. Convey the energy, active nature, and positivity that we hope to see from our customers.

 
Relate, Educate, Listen, Act, Team-up, and Enjoy!  Where are you and your teammates strong in delivering these Standards, and where could you improve?

Do a little self-evaluation so you can better RELATE to your customers.

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A Way to Serve with Empathy – 11/2/21

Posted on November 2, 2021 in Customer Service Tip of the Week Please leave a comment

We first wrote a Tip of the Week on empathy back in 2008. It was the most important customer service skill then, and it’s the most important customer service skill now.  And as we’ve noted in society, empathy is becoming a word that is used more often in more aspects of life.  The word is important, but the application of that word in customer service is even more important in what you and I do every day.

We’ve often said that somebody who is great in customer service is great at asking questions.  But an incredibly important skill to have and utilize in order to ask the right questions in the right manner is the ability to be empathetic.

To meet a need right the first time, you have to know the need.  To resolve a problem – permanently – you have to be able to get to the root cause.  To develop a relationship with someone, you have to get to know them individually.  To retain business, you have to know why they’d stay, and why they’d leave.  To improve a process, you have to understand the process.  And to grow relationships with your clients, you have to get to know their goals and aspirations.

To know a need, to get to the root cause, to know someone individually, to know why the customer would leave you, to understand a process, and to know your customer’s goals and aspirations, you usually have to ask:  “What are you hoping to accomplish?”  “Why did that happen?”  “What brought you here today?”  “Why did you choose us?”  “Can you tell me what step happens next?”  “Where would you like to be a year from now?”

Being empathetic means you care enough to understand the customer and what’s unique about them and their situation.  Being empathetic means you care enough to ask a question in order to get the answer.  Being empathetic means that you’re asking the questions in such a way as to get a response from somebody who believes you care enough to be inquisitive, and you will act on their response.

If you want to build your customer service skill set, show your empathy by being inquisitive.  Show your empathy by asking questions in a manner that conveys you care.

Share your empathy by showing your curiosity about the other person.

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Channel Your Inner Aristotle – 10/26/21

Posted on October 26, 2021 in Customer Service Tip of the Week Please leave a comment

Aristotle once said: We are what we repeatedly do.  Excellence, then, is not an act, but a habit.

This is a very interesting statement.  We need to break it down to fully understand and appreciate it.

We are what we repeatedly do.

Let’s focus on the word repeatedly.  None of us is defined by any individual action, or at least we should not be defined by that one instance or those few occurrences.  How we define ourselves and how we can summarize who we are is by the repetition of what we do. Theoretically what we do is a reflection of who we are, especially if what we do happens over and over and over again.  Maybe these are repeated mistakes or errors, repeated inactivity or inaction.  Maybe they are repeated acts of quality, selflessness, support for others – our co-workers and customers.

Excellence, then, is not an act, but a habit.

Aristotle takes the positive approach to evaluating our repetitious actions.  He talks about defining excellence in terms of the good that we do over and over again.

He then uses the word habit.  That excellence is not one action.  Excellence is something repeatedly done.  Excellence is a habit.

So, what does this all mean as it relates to customer service?  It talks about the importance of forming habits.  It’s the importance of consistency, the importance of avoiding becoming the on/off switch.

If we want to build trust with our co-workers, we need to consistently do what we say we will do.  We need to consistently respond to their requests or reframe the follow-up time.  We need to consistently meet the deadlines and provide quality work, or let them know if they should expect the slight delay.

With our customers, excellence is not necessarily that one phenomenal moment of truth.  Conversely, excellence is not necessarily hindered by that one mistake you made, that one omission you had, that one error you produced.

Excellence is defined by the consistency of doing the good job.  The consistency of treating people with respect.  The consistent quality and responsiveness and effort to do what’s right on behalf of and for the customer.

Don’t be overly critical of yourself for the one mistake or the one omission.  You can still move toward excellence by forming consistent habits of great customer service.

Channel your inner Aristotle.

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