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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

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

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Regain Lost Motivation – 4/6/21

Posted on April 6, 2021 in Customer Service Tip of the Week Please leave a comment

For many of us over the last 12 months, our home has also become our workplace.  Our work interaction has been 2-dimensional through the computer screen as opposed to the 3-dimensional experiences we’re used to with co-workers and customers.

We are all motivated in our own unique ways.  Some are money-motivated.  Some are personally motivated to do a great job.  Some are motivated by incentives or accountability measures.

But when COVID hit, we lost one big motivational factor – that is a more personal human touch and interaction with those that we work for and work with on a daily basis.

We are in the process of getting that motivational factor back.  We’ve gone from no remote to fully remote; now we’re moving toward the hybrid model or maybe even back to some semblance of an in-person model over the next few months.  And whereas there are challenges with that change, one of the big benefits of this movement is that we regain some of our lost motivation.  For some of us, the informal and formal interaction, the human touch, the encounters with folks in a 3-dimensional kind of personal way is a motivating factor.

It’s one thing to have those ZOOM calls; it’s one thing to have those e-mails and texts and phone calls going back and forth. But for many of us, it’s a better thing to be with other people.  It’s a better thing to form relationships with others.  It’s easier to feel a part of something, and not so isolated from everything.  It’s easier to be motivated instead of having to constantly motivate ourselves.  And for many of us, that motivation comes from being with other people, even if what we’re doing is the business aspect of life.

I know there will be a lot of challenges as we transition back into more in-person activities.  But also realize that the challenges we’ll face will also come with the joys of getting back in touch with co-workers and customers alike.

Regain your lost motivation.

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Caring for Co-workers through COVID – 6/23/20

Posted on June 23, 2020 in Customer Service Tip of the Week Please leave a comment

A recent Buffer.com study asked employees who are working remotely due to COVID-19, what was their greatest struggle. While there were many different responses, the Top 2 totaled 40% of the struggles identified – Loneliness and Collaboration/Effective Communication.

When you hear something like this – that individuals working remotely are often lonely or struggling with effective communication and collaboration – you start to wonder how communications can be more effective, how collaboration can occur, and how feelings of loneliness and isolation can be overcome.

As I was thinking about the root causes of these issues and possible solutions, I remembered the Customer Service Standards that one of our education industry clients implemented. We helped to design these Standards based on their desired organizational culture, and I wanted to share them with you.

Paraphrased below are some of the Standards. They are worded as actions, but they are also individual commitments. Review them, and see how you can tangibly address them to care for yourself and your co-workers:

  • I will communicate with others so they feel valued and important. I will actively listen to them and convey my understanding, communicating in a clear, concise, and complete manner.
  • I will acknowledge communications from others in a timely manner and manage expectations for next steps; I will then address the need in a time that meets or exceeds their expectations.
  • I will engage with others around common goals, building mutual trust and loyalty as we move together toward solutions.
  • I will work with others, proactively sharing information and ideas to support the achievement of collective goals.

 

These all relate to communication, collaboration, being proactive, and being responsive. They revolve around a theme of empathy and caring for others. And if utilized, they may help to overcome the loneliness of others…and ourselves.

Apply these Standards to Care for Co-workers during COVID.

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Serve with Integrity – 11/19/19

Posted on November 19, 2019 in Customer Service Tip of the Week Please leave a comment

I’ve been reading a book recently about a Charlotte-based service company, and the author of the book conveys the CEO’s perspective on management, culture, and serving customers. At the back of the book, the author noted the organization’s Core Values. They are honesty, integrity, fairness, and respect. I literally did a double-take on the pages, because my company’s Core Values are respect, honesty, fairness, and integrity. Yes, the order is different, but the values are the exact same!

Maybe it’s a crazy coincidence, or maybe it’s that these are just really good values for any organization to have that truly wants to care about its team members and its customers.

Among those values, the one I want to discuss is integrity. Integrity is an important word, but it’s not always the most easily understood word. There was even a commercial a few years back where elementary school children were talking about the importance of integrity and defining it in their own words.

The way the CEO whose book I’m reading defined it was: Doing the right thing in all circumstances. It includes doing what we say we will do.

The way my company defines it is: Uncompromising adherence to moral and ethical principles.

Those definitions are not the exact same, but they don’t necessarily conflict either. The point is that we will be ethical. We will do what we say we will do. And we’re consistent about it.

My company uses the word “uncompromising.” The CEO of the service company uses the phrase “in all circumstances.”

The reason why this is important is not just because it is the right thing to do and the right way to treat other people, but it implies consistency. And where there is consistency in taking action that you stated you would take, where there is consistency in doing what is fundamentally right – the ethical thing – then you build trust.

In the long-term, you don’t want to work with somebody you cannot trust. Employees will not follow a leader they cannot trust. Customers will not stay with companies which they cannot trust.

To build lasting relationships, ensure that integrity is one of your Core Values.

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