co-worker

Build Goodwill with Co-workers and Customers - 11/10/26


All relationships are different.  We want to have good relationships with co-workers, after all – those are the people we spend the most time with each week.  We want to have good relationships with customers since they’re the ones that provide the revenue and inflows that allow us to Read more

How to Avoid “Groundhog Day” - 11/3/26


It’s Groundhog Day, where you’re living the same day over and over and over again. You have heard basically the same complaint from 4 different customers in the past week.  The bill is incorrect or confusing, and you’re having to spend a ton of time explaining things to the customer. You’ve Read more

Beware of Scary Telephone Customer Service - 10/27/26


As we near the Halloween holiday in the United States, it seems appropriate to discuss examples of scary customer service, particularly on the telephone.  Here are a few common issues that frustrate and annoy customers.  These are experiences to avoid delivering, and alternatives to adopt: The customer calls, describes their Read more

The Art of the Successful Script - 10/20/26


You’re the customer.  You go to the store, and they ask if you have a loyalty card.  You call the doctor’s office, and they ask for your birth date.   You walk up to the counter, and they ask if you found everything you were looking for. These are all valid Read more

The Key Building Block for Your Customer Relationship - 10/13/26


An automotive manufacturer gets supplies for their vehicles from all over the world.  They have arrangements, service level agreements, expectations for timing and quality of all the parts.  And when they gather all these supplies, they assemble the cars.  They test the cars.  Then they take pictures of those Read more

Be Flexible to Fill the Gaps - 10/6/26


The non-profit has the expected challenges.  There are only 3 people in the organization, yet, they have the same responsibilities of a larger company.  They have to do finance, sales, marketing; they deliver their services to the community, and they need to keep a pulse on what’s going on Read more

Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

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

Posted on in Customer Service Tip of the Week Please leave a comment

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 process…

To choose, it is necessary to know.  Herman Finer

Strive to find information that will guide you in your decision-making.  Investigate and inquire enough to choose the right course of action.

The understanding that underlies the right decision grows out of the clash and conflict of opinions and out of the serious consideration of competing alternatives.  Peter Drucker

To make the best decisions, seek out people who have different perspectives from you.  Gather their input on the issue or the solution in order to identify the best response and to build your confidence.

When it is not necessary to make a decision, it is necessary not to make a decision.  Lord Falkland’s Rule

Do you have to make a decision right now?  If not, don’t feel obligated to make a decision on the spot.  Buy yourself some time to seek the input of others and build your comfort level with what to do in a particular situation.

People whose lives are affected by a decision must be part of the process of arriving at that decision.  John Naisbitt

Think about who could be affected by your decision.  Maybe this includes the customers themselves. Understand the downstream effects of what you are about to decide, and wherever possible, allow stakeholders to weigh-in and help create their buy-in.

When making decisions, seek information, seek the wisdom of others, know whether the decisioning timeline is urgent, and tap into the voice of those potentially affected by the outcomes.

Refine Your Decision-making Process.

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

Posted on in Customer Service Tip of the Week Please leave a comment

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 start the conversation.  Take that monkey off the customer’s back to initiate the engagement.  Immediately be self-aware of your body language, like you’re looking in a mirror, and you’re checking yourself if you’re putting off any negative vibes.  Think about your tone of voice, ensuring that it has a bit of energy, has a positive flow.

Seek to Understand their Uniqueness: Be inquisitive, ask questions, understand them and their situation more specifically.  Clarify your understanding of anything that’s unclear, and make a confirming statement back to ensure you are stating your understanding of what they’ve just shared.

Figure Out How to Help: Identify solutions, identify alternatives when what they suggest just cannot happen, for whatever reason.  The more uniquely you understand their situation, the more you can put yourself in the position of being the solution provider.  Figure out how to help.

Take Action: Do what was promised, or if your co-worker needed to take the next step, make sure they did as was asked in a timely manner.

Convey that You Followed Through: Tell the customer what you did, or share what action was taken by your co-worker on behalf of the customer.  If appropriate and available, let the customer know the outcome.  If you’re making all these efforts to support the customer, ensure that they know that you followed through.

Turn Guiding Principles into a Great Experience.  Put principles into action.

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Don’t Kick the Problem Down the Road – 9/3/24

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The error was obvious.  Shania is a clerk at a local government office, and she could tell that something was wrong with the permit request.  She was about to reject the request because the address was invalid.

If this would have been handled like the normal process, Shania would have marked the request as rejected, and the resident would receive an e-mail within the next week that was automatically generated from the system.

The message would simply say that the request had been rejected and for the resident to contact the local permitting office.

Pause to Find the Cause

But instead of doing what’s normally done, Shania made a little extra effort.  She decided to do a little investigation.  She found out that the resident had submitted the request by filling out a form, and that one of Shania’s co-workers entered the information into the permit request system.  What the resident wrote down and what was keyed into the system were different.  The co-worker had made a keying error.

Shania updated the information in the system, so the permit was officially completed correctly and was allowed to continue through the review process.

Consider the Impact Beyond the Moment

Shania’s simple act of patience, this simple investigation, this simple questioning why somebody would have put in an invalid address – these actions avoided a lot of issues.  The resident didn’t have to wait a week for a rejection notice that they would have to follow-up on and address.  A co-worker wouldn’t have been brought under scrutiny by an angry customer for the error.  The delay in the permit process for the customer would not happen. Additional work for the team to reprocess the request would not have to happen.

By being patient, asking herself a couple key questions based on her experience, and discerning what would be the best approach overall rather than what would be most expedient in the moment – these actions resulted in a better customer experience and time saved for her team.

Pause to find the cause, instead of simply kicking the problem down the road.

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