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Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

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General George Patton on Customer Service – 4/3/18

Posted on April 3, 2018 in Customer Service Tip of the Week Please leave a comment


Here’s a quote from General George Patton: “Plans must be simple and flexible. They should be made by the people who are going to execute them.”

We’ve worked with enough companies to know that employees get irate when they’re told about plans too late or they’re not involved in any way, shape, or form in the decision-making process. Therefore, they’re given last minute instructions and plans that – oftentimes – they know will not work as designed. This lack of frontline employee input can easily lead to a lack of success.

But not all plans are strategic in nature or need to be executive-driven. Many plans – especially those that are more situational – can be developed by individual employees. You are the ones who are going to be executing these plans. You are the ones who are going to tailor them to the situation or the individual that you are interacting with at the time.

Therefore, create plans to cover some of these important but common situations:

  • You’re asked a question, and you don’t have the knowledge or experience to answer.
  • The customer complains and then demands immediate resolution.
  • You’re given a last minute project by a supervisor, when you already have competing deadlines on other projects.
  • The other person is making a request that you know cannot be addressed the way they want it addressed, or in the timeframe they want it addressed.
  • The customer asks about a product or service that you don’t have or don’t deliver.
  • The customer complains about your co-worker, your company, or some issue that occurred years ago.

 
These are all typical issues that many of us may run into occasionally (or frequently!). Instead of putting yourself in a position to have to come up with the perfect answer on the spot, create plans for how you would address each of the situations.

Yes, the customer and the specific concern may to be unique in every case. However, if you have a plan, your comfort and confidence level will rise, and you will eliminate one variable of the equation when determining how to address the situation.

Create simple and flexible plans for common (but important) situations.

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In-the-Moment Stress Relief – 3/20/18

Posted on March 20, 2018 in Customer Service Tip of the Week Please leave a comment


It is totally understandable why anyone would feel stress as a customer service representative. You may be dealing with complaints constantly. You have the internal pressure of making a quick call while adhering to a 2-inch binder’s worth of policies. You can hear the pain, the anger, and the urgency in the customer’s voice.

You are asked to juggle information, technology, empathy, procedures, and the uncontrollable – the other person.

I can’t provide every answer that will help you alleviate stress in the next 200 words. That would be unrealistic. But what I can do is offer you some quick tips on how to deal with stress in-the-moment:

  • Don’t think of a horror that might occur in the future. Stay in the moment. Focus on what IS instead of the negative what could be.
  • Breathe nice deep breaths. Let your breathing settle your heart beat.
  • Ask the other person questions more than feeling like you have to react with the perfect answers. The questions buy you time and provide you with information.
  • Remember how similar situations turned out well in the end. Remember that you have gotten through this before, and you’ll get through this, too.
  • Think about how to help the other person more than how the situation impacts you. Moving your thoughts away from how it affects you and toward helping others reduces stress.
  • Write down the facts you are learning during the conversation. Documenting is an activity that occupies the mind and the body.

When you’re feeling that in-the-moment stress, utilize these practices to calm yourself.

Use self-care to reduce stress.

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About Adults Behaving Badly and Common Sense – 3/13/18

Posted on March 13, 2018 in Customer Service Tip of the Week Please leave a comment


I was conducting focus groups at a client site that was known for poor customer service. They were trying to change their culture and turn around their customer experience, but they first wanted to get a sense of the current state of things. This particular focus group had many long-term employees, some of which earned the department’s bad reputation for customer service.

As I probed to get their philosophies and approaches to customer service, I was getting a lot of “blame the customer” talk. To direct a question back to the employee’s responsibility in dealing with difficult customer situations, I asked them specifically what they do when they’re dealing with the complaining customer.

The first response I got was “Be an adult.” I asked the person to clarify, and their response was “Just be an adult. People respect it when you’re an adult.”

While this may be true in general, organizations cannot make the assumption that everybody’s definition of “adult” behavior will result in a well-handled customer complaint. This reminds me of the many times I’ve heard the statement that “customer service is just common sense.”

The problem with those statements is that we’ve all seen adults behaving badly. If you’ve ever been on Twitter or Facebook or just walked down the street for that matter, you’ve seen adults who are not a being respectful, considerate, humble, helpful, or effective in how they communicate with others.

And as much as customer service might be common sense, you and I know that there are plenty of people without common sense. Is it common sense to argue with an irate customer? Is it common sense to stare at your smart phone when the customer is waiting for you? Is it common sense to talk to a co-worker about the party last weekend the whole time that you’re ringing up the customer at the register?

Again, being an adult and having common sense would be good general philosophies for customer service, but not everybody delivering customer service has the same definition of those terms.

If we want everybody on the same page delivering the same great experience, we need a common definition of what we expect. We need to have conversations about what constitutes a good customer experience. We need to understand that to consistently serve the customer requires we specifically and clearly paint the picture of great customer service.

Be clear on what is truly a great customer experience.

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