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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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Build Up Your Peers to Better the Customer Experience – 8/6/13 TOW

Posted on August 6, 2013 in Customer Service Tip of the Week Please leave a comment

In developing relationships with our clients, rarely are we truly alone. Maybe for an instant or an interaction it’s just us and the customer. But if we look longer term (a patient stay in a hospital, an account holder for a sports team, a client for a bank, a taxpayer for a municipality), those customer relationships involve many employees working together for that customer.

And in most organizations, individual good experiences don’t necessarily mean an overall good experience or lasting relationships. Sometimes the difference between Good and Great in the customer experience is driven by the handoffs between the different areas and staff. So this brings up three key questions with some quick tips noted below:

How can we ensure the NEXT employee is prepared to receive the customer prior to the “handoff?”

  • Communicate between different areas of the organization about a customer and the handoff about to take place so the second employee anticipates and looks for the customer
  • Bring specifics into the equation (offer background on the customer to the co-worker) – ensure the next employee can pick up on one fact about the customer so the customer feels that the handoff was made effectively
  • Use names of co-workers when talking with customers about the next step to personalize the discussion and humanize the process
  • Show you care about your fellow staff member in front of the customer; have a pleasant, informal dialogue with your peer so that the environment is positive and professional.

How can we “build up” the NEXT employee in the customer’s mind?

  • Compliment the next staff member in front of the customer; this helps to create rapport and reduce customer anxiety about the process or the person
  • Use descriptive language to describe the next staff member – “they’re energetic, successful, friendly, etc.”
  • Address the credentials or experience of the next employee – “they’ve helped many people in similar situations to yours…they’ve been with us for 5 years…, etc.”

How can we check-in on the customer’s experience with the PRIOR employee?

  • Ask how the process has gone so far – possibly use open-ended questions to gauge their perception of the experience
  • Ask the customer how the interaction went with the prior employee; reinforce any positives they convey; offer empathy for any concerns they voice, and offer to follow-up on any issues, if appropriate.

Moving from a Good to Great customer experience can require employees to set co-workers up for success.

Enable the other employee to succeed to enhance the customer experience.

 


Round 1 – Sales v. Service – Ding, Ding! – 6/18/13 TOW

Posted on June 18, 2013 in Customer Service Tip of the Week Please leave a comment

They worked as a team…an individualized dysfunctional team. Let me know if you ever heard a story like this before.

Darla was just about the greatest sales rep ever. She could take someone from suspect to prospect to client literally in a matter of a few minutes or 2-3 conversations. Steven was the consummate professional when it came to customer service and client retention. He thrived in those 1-on-1 moments of truth, and he was strategic enough to nurture and grow relationships over time.

Darla and Steven hated each other. It wasn’t love-hate; it was more like respectful hate-hate. The way the business was organized, the sales rep made the sale, and then they’d turn the account over to service from that point forward. Darla only got commission off the initial sale, and she didn’t think that was fair since the organization earned thousands of dollars a year off renewals of contracts. She would actually earn more money if the client would cancel every year and sign a new contract with her the next day. “Why don’t I get compensated for future contracts that I started for the company?”, Darla would think.

Steven got evaluated and compensated on renewals, but he was always upset because Sales never obtained or shared the kind of information he needed to retain the new client, so he was essentially starting from scratch in relationship building with every new client. “Why can’t Sales think of anyone but themselves when they get a new client?”, Steven often wondered.

Darla and Steven were so good at what they did individually that they saw the shortcomings of the other very clearly.

This all-too-true story is about siloed organizations and misaligned incentives. If you want the organization to succeed, you have to incent staff to do what’s best for the long-term benefit of the customer and the WHOLE company – not just their own division or department.

Look at your incentives. Do they promote the department or the company? Do they focus on the short-term or long-term?

Ensure departments know how they impact each other – how their “output” is their co-worker’s “input.” Then incent long-term success.

 


Be Passionate with Customers – 5/14/13 TOW

Posted on May 14, 2013 in Customer Service Tip of the Week Please leave a comment

Salespeople say “customers by on emotion.” Well why can’t employees serve with emotion…with passion?

When often talk about conveying you care for the customer, but it’s much easier to convey you care if you truly do care, and particularly if you are passionate. Passionate?

According to dictionary.com, Passionate can be defined as “expressing, showing, or marked by intense or strong feeling.”

So what aspect of your job creates strong feelings in you? Before you say “nothing,” consider these questions: Do you get excited about interacting with others? Do you love to help and serve others? Do you have strong, positive feelings about the actual product or service you deliver? Do you love working with others?

Find that positive emotion, and channel it toward customer service.

For example, if you like interacting with others, then make sure that excitement about seeing and talking with a customer comes out in your tone, the questions you ask, and your body language. If you like to help others, tell them so. We mystery shopped an organization recently, and one of the employees told the shopper that “I feel a big part of my job is to educate my customers so they can have the best experience possible.” Wow! And this was a shop scenario involving a government employee answering a question about a kitchen sink!

If you love the product or service you provide, talk to the customer about what a great product it is, but talk in terms of how much the customer will love it, or how much the customer can benefit from it, or how the customer can best utilize it. If you love working with others, tell them “I enjoy working with you” or “it’s great to work with a team” or “I enjoy working with good people.” Now that’s showing appreciation for your INTERNAL customers!

Find your passion, and channel it positively toward others.


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