covid-19 | Customer Service Solutions, Inc. - Page 6

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

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Defining Organizational Agility in a Time of Uncertainty

Posted on in Business Advice Please leave a comment

You may have heard references in management theory over the many decades about the importance of a business being an “Agile” organization, but oftentimes that is a word thrown out in generalities to illustrate vague points about how organizations should be managed and make decisions.  In this time of COVID, however, the definition of an Agile business and how that comes into play in a real world, real-time situation has rarely been so clear.

 

Agile businesses will be far more successful through this economic and healthcare uncertainty, so let’s start by defining the Agile business. The synonyms of Agility are: Nimble, Spry, Light-Footed, Flexible, Deft, Coordinated.

 

Here are some core questions about your organization to consider:  How nimble is your company?  How flexible are you in dealing with the vicissitudes of internal and external change?  How coordinated are the different divisions, leaders, and business lines with each other?

 

“Agile businesses will be far more successful through this economic and healthcare uncertainty.”

 

These are core questions that you need to answer if you want to be able to change quickly and effectively how you operate as you are impacted by change that’s outside of your immediate control.

 

The Opposite of Agile

If these questions are too abstract, consider the brutal honesty of antonyms of Agile: Uncoordinated, Inflexible, Rigid, Stiff, Bungling, Inept, Lumbering.

 

Could any of these terms be applied to your business? Are different divisions ever lacking coordination and communication with each other?  Are processes or people too inflexible at times, not willing to change the way they’ve always done things? Is the quality or efficiency or effectiveness only good enough to get you by as opposed to being representative of a high-performing organization?  Does the organization feel too big and too slow to pivot into a different direction if necessary?

 

In the future, we’ll address how to become more Agile.  For now, ask yourself some key questions about your business so you can determine whether you’re Agile enough to succeed in an environment of uncertainty.


Change Management – Facts about Past Decisions Reduce Fear about Future Decisions

Posted on in Business Advice Please leave a comment

Change can result in fear.  Particularly where change is thrust upon someone very suddenly, it can create shock or disbelief.  Sometimes that change is not something an organization can plan for; it therefore cannot adequately prepare its employees for what’s ahead…at least initially.

In this COVID world, Change Management is about dealing with the unknowns, but still developing a plan for the future.  It’s about managing organizational strategy for the long-term, while still developing an agile mindset and approach in the near-term.  It’s about dealing with employee emotions and continually trying to motivate them, while at the same time having the disadvantage of not having them in a room with you to gauge their feelings, gauge their expressions, and gauge many of their behaviors.

“Providing facts about how past decisions were made…enable employees to understand how decisions will be made in the future.”

 

So, organizations need to create their own Change Management model that coincides with the Change Management model for its employees.

 

Talking with Employees about the Change that was Made

For this conversation, let’s focus on the early stages of organizational change.  After having made the immediate and necessary adjustments in staffing, expenditures, and operations to offset lost revenue and inflows, the organization needs to begin explaining in some clear and objective detail why that needed to happen.  Particularly for those that are still with your organization, employees need to understand the facts behind the action, because facts are something concrete that enable employees to more logically accept decisions that were made in the past and understand how decisions will be made in the future.

Let me repeat.  The reason to explain to current employees in some detail and factually why recent decisions were made is so they feel like they understand that future decisions will be based on facts and objectivity, and they know the criteria for those decisions.

More Facts about the Past, Less Fear about the Future

In other words, you’re not only creating a dialogue with staff by explaining details on the “why” of the changes, but you’re also addressing their fear of the unknown by at least helping them to understand a process and a list of criteria that you might go through in the future to make similar decisions.

When you’re thinking about the importance of Change Management for an organization and how that relates to employee communications, don’t underestimate the importance of being open, dialogue-oriented, and factual about the reasons for the past change.

Help employees to more objectively understand how decisions could be made moving forward.


Tire Dealers Becoming Teachers – 5/19/20

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

I recently needed two new tires for a vehicle, and I first went to the tire dealer’s website to find some options.  The site’s look/feel and ordering process had changed, and I didn’t see a tire I wanted, so I called the store to make an appointment.

When I arrived at the tire store (a place I’d been to 15-20 times), it was very different due to COVID-19.  There was a tent outside with chairs about 8-10 feet apart.  There was a small sign with different directions based on whether you had a scheduled appointment or were a walk-up. The door you normally enter was locked.  The inside experience was different – there was no coffee or water while you waited.  People were asked to wait outside or sit in their car while the tires were changed.  You drive your car into the garage and drive it out of the garage regardless of whether you were in the car while the tires were being changed.  There’s no exchange of paperwork unless you requested a small printed receipt when paying.

Virtually everything changed, and to make it work, the customer had to do their part.  I asked the employee checking me in how it was going with the new setup, and he said it’s going OK, but “the customers are not reading the signs.”

Customer v. Company Roles

Whereas a customer has a role in their own service experience, particularly in an environment like this, the company has the role to teach that customer about the new experience and the customer’s responsibilities.  The company has a role to confirm the customer’s understanding.  The company has the role to ensure the comfort and confidence about what’s going to happen.  The company has a role to explain those next steps and timeframes and then, as always in customer service, deliver on the expectation they set.

When the customer has to learn a new way to do business with your company, realize you are in teaching mode.  Don’t make your customers become experts in your processes.  Make it easy for any customer to have a great experience, even under these new circumstances.

Bring simplicity into your service system, and teach customers how to have a great experience.

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