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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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Unblurring the Lines – 6/16/15 TOW

Posted on June 16, 2015 in Customer Service Tip of the Week Please leave a comment


Forty percent of customer dissatisfaction is due to a customer’s expectations not being met. Maybe the company overpromised, or it didn’t even do the bare minimum of what the customer should expect (source: TARP).

But that statistic begs the question: What SHOULD the customer expect?

In today’s world of self-service (from websites to checking out at the grocery story to printing your own boarding pass for your flight), the lines of customer service are being blurred. With customers responsible for more of their service in some of these self-service vehicles, the lines of responsibility between company and customer are not as clear as in years past.

We’re working with a client now that’s running into this predicament. Many complaints are from customers who don’t realize how processes work and what’s their responsibility in service delivery v. that of the business. It’s a government organization where customers schedule appointments or submit plans or request services, and there’s not an obvious distinction between who does what.

The way we’re addressing this is by having customers and employees meet and basically define roles and responsibilities in key services/processes that make up the vast majority of projects. Which responsibilities are those of the customer, which are responsibilities of the organization, and which are mutual responsibilities?

They’re being defined first – clearly stated and documented. Then there will be ongoing educational and communication plans implemented within the government entity and with the customers to clearly articulate who does what.

There will still be the complaints in the future, but they should be far less because customers and employees came together to intentional define and document roles and responsibilities.

Don’t let your customers complain and employees get frustrated due to incorrect expectations that result from a lack of clearly defining roles and responsibilities.

“Unblur” the lines.

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The Customer Decides the Company’s Fate – 9/2/14 TOW

Posted on September 2, 2014 in Customer Service Tip of the Week 1 Comment


Argue with the title if you want – “Nobody decides MY fate!” or “I’m in control of my own life.” or “Our nutty CEO decides our company’s fate.”

Feel free to make whatever argument you’d like to make (and I’m sure many are valid), but here’s my perspective. I’ve worked with local government organizations where community complaints about a particular agency cost the leader his job and cost the municipality millions of dollars in rework that also served as repentance.

I’ve seen professional sports clubs where the dwindling attendance caused executives to lose jobs, or the teams spent millions more than in the past to acquire new fans through marketing, advertising, and sales efforts.

There are so many healthcare organizations today whose CEO is seeing that their government reimbursement is being impacted more and more by the results of patient satisfaction surveys.

In other words, the customer’s voice matters. . .BIG TIME!

That means that we have to listen when they care enough to complain. We have to have a process of frequently soliciting feedback to understand their feelings, perceptions, plans, and suggestions. We have to ask at the end of conversations about experiences so we can fix issues on the spot, and so we can find out what they really liked.

The customer deciding our company’s fate means that once we have them, we have to create a culture that seeks to serve. We have to view them for their lifetime value, not transactional amount. We have to nurture the long-term relationship rather than focusing solely on the task at hand. And we have to become so vital to them, so trusted by them, so much in relationship with them, or so pleasing in their experience with us that – when the fateful decision is made – they decide to stay and grow with us.

In other words, if everyone in the organization truly believes that the customer decides the company’s fate, how would we be different than we are today?

Ask the question, and then live the answer.

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Breaking Down the Infamous 1-on-1 Retention Call – 8/26/14 TOW

Posted on August 26, 2014 in Customer Service Tip of the Week Please leave a comment


I referenced the infamous recorded Comcast Retention call in a Tip of the Week on July 22. It’s been such a lightning rod for discussion that we just recorded a podcast addressing some of the key language that the Comcast representative used during the call. Now, we’ve gained access to what’s reported as being the company’s 13-Step Retention Call Approach. Let’s analyze this from the customer’s perspective.

  1. Greet customer clearly – This is good; customers want to know the employee’s name and department to make sure they called the right place.
  2. Clarify reason for call – We always say “Clarify and Confirm” – ask clarifying questions, then confirm your understanding. Customers want the employee showing that they know the reason for calling (and, in this case, canceling their service).
  3. Relate and empathize – Love this – especially the Empathy portion. Customers want to be understood.
  4. Take control – Not sure why this is here; “control” has a power/aggressive connotation. It’s not good to encourage representatives to get aggressive with a typically-upset customer. Customers don’t want to be controlled.
  5. Set the agenda – Again, this conveys aggression, taking over, not focused on listening.
  6. Ask targeted questions – This may be fine, depending on the definition of “Targeted.” We use that word to illustrate questions unique to the customer and their situation. However, the employee asked “targeted” questions such as “Why would you not want the fastest internet?” This is pushy and derogatory at the same time.
  7. Consider unstated needs / active listening – Active Listening is great! However, “unstated needs” is sales terminology. If someone wants to cancel, you’re in Service Recovery territory, not hardcore sales territory.
  8. Take ownership / make offer – These should work well.
  9. Overcome objections – This is fine as long as the customer’s still willing to dialogue about the issue; if they want to avoid the debate, quickly cancel and go to step 12.
  10. Close the save – Change this to “Close the save…or close the account.” In the end, do what the customer wants you to do.
  11. Confirm details – Always confirm next steps before closing.
  12. End on a positive note – Good step.
  13. Documentation – Good step.

Many of the steps are positive, but where they go wrong is that they focus too much on controlling the customer in a hardcore sales manner instead of communicating with a customer in a Service Recovery mindset.

When a customer wants to cancel or end the relationship, feel free to professionally ask for reasons, but remember that you’re delivering customer service, not driving the hard sell. You may retain just as many, and you’ll definitely avoid the horrific word-of-mouth that this call created.

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