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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

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

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In Customer Service, Don’t Mess with the King

Posted on July 11, 2012 in Business Advice, World of Customer Service Please leave a comment

Now that title could mean anything. By “King,” do we mean Elvis? How about LeBron James? Er…no.

Do we mean an actual King?! Close…he’s a Sir, not a King.

In the article King calls for bank culture change, Bank of England governor Sir Mervyn King stated that Britain’s banks “need a real change in culture.” He made that statement because of “excessive levels of compensation, shoddy treatment of customers and a deceitful manipulation of one of the most important rates.”

Well, these might be byproducts of the banking culture in Britain, but the question to ask whenever anyone suggests a need for a culture change is “What is the root cause of the problem?” Once you get to the root cause, you can start to determine what aspects of the culture need to be addressed.

Whether it’s a British bank or a City government, whether it’s a community hospital or a small plastics manufacturer, there are several areas to investigate for root causes when wanting to change a culture:

  • What are the organization’s mission/vision/goals? These help to determine the culture.
  • What behaviors does leadership model to staff? This impacts employee behavior.
  • How is the organization structured? This impacts decision-making and workflow.
  • How well do processes align to organizational goals? This creates the reality of whether the company can move toward its goals.
  • What incentives and points of accountability exist? This also drives employee behavior.
  • How (and who) does the organization hire, retain, fire? This creates the human fabric of the culture.
  • How does the company communicate internally and externally? This reinforces (or contradicts and confuses) what the organization is all about.

The next time you have an issue with a company’s culture, run through this checklist to begin identifying the true root causes of the problems.

Interested in changing your company’s culture? Check out: http://cssamerica.com/cssfast.htm


The Good, the Bad, and the Needed of Municipal Customer Service

Posted on May 24, 2012 in Business Advice, Government Please leave a comment

The Tulare County (California) government has launched a new customer service program. According to Fifth District Supervisor Mike Ennis in the article County unveils customer service program, “Customer service is the lifeblood of any successful business, including local government. Thousands of residents utilize Tulare County services every day. These residents expect and deserve great customer service.”

We’ve worked on improving customer service for local municipalities for over ten years, and we’ve seen the Good (a county IT department going from “worst to first” in customer service), the Bad (employees who bring bad attitudes into training because “it’s not like the residents have a choice”), to the Needed (municipalities lacking customer service standards and plans) of municipal customer service.

And as with many businesses, when organizations do start to focus on customer service, the first thing they think about is training. While training is important, it should never be the totality of a customer service program. The ultimate goal of any customer service program is to provide consistently high levels of customer service to internal and external customers.

To gain that comprehensive focus, training is important – it creates a baseline definition of core expectations, principles, and service skills for employees. But the consistency comes from having a customer service vision defined, having management model the way, having organizational structures, incentives/accountability systems, processes, measures, communication plans, and ongoing reinforcement all aligned toward that vision.

When you think of creating a “customer service program,” don’t just fallback to training as a panacea. Ensure you’re doing all you need to do to truly create a culture of customer service.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Check Out These Customer Service Plans from the US Government

Posted on May 2, 2012 in Business Advice, Government Please leave a comment

If you go to http://customerservice.performance.gov/, you’ll see on the “Official Website of the U.S. Government,” the result of an Executive Order that the President put into play in April 2011. The President required that all Federal Government agencies create Customer Service Plans. Those plans are seen at the bottom of the US Government’s Customer Service Site.

Click on a few of the Agencies to see what they included. The Executive Order required the following:

  • “Establishing one major initiative (signature initiative) that will use technology to improve the customer experience;
  • Establishing mechanisms to solicit customer feedback on Government services and using such feedback regularly to make service improvements;
  • Setting clear customer service standards and expectations, including, where appropriate, performance goals for customer service required by the GPRA (Government Performance and Results) Modernization Act of 2010 (Public Law 111-352);
  • Improving the customer experience by adopting proven customer service best practices and coordinating across service channels (such as online, phone, in-person, and mail services);
  • Streamlining agency processes to reduce costs and accelerate delivery, while reducing the need for customer calls and inquiries; and
  • Identifying ways to use innovative technologies to accomplish the customer service activities above, thereby lowering costs, decreasing service delivery times, and improving the customer experience.”

Whether or not you agree with the plans, let’s at least consider their required components. They want to improve the customer experience through the use of technology. They want to gain customer feedback and use that for change. They want to have clear standards/expectations. They want to adopt best practices, streamline service processes, and reduce the demand for customer contacts.

These components are positive. They focus on customer satisfaction, data to drive decisions, efficiencies, and use of best practices. It would be nice if there were an employee/cultural component and an overriding Customer Service Vision, but we’ll take what we can get.

Review several of the plans, and ensure your organization has at least these basic components of a Customer Service Plan.

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/


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