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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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Refresh, Rejuvenate, Refocus – 12/19/23

Posted on December 19, 2023 in Customer Service Tip of the Week Please leave a comment

It’s that time of year.  We’re going 100 miles an hour, and holiday time is upon us.  We not only have all the work to do, but we somehow have less time to do it.  We somehow have other things that are of competing interest, and even though those extra To Do’s are often wonderful things, the fact is that we have more to do.  We often have more stress.  We are getting pulled in multiple directions, many of which are not of our own choosing.

Wouldn’t it be great in times like this to just be able to take a break?!  Wouldn’t it be great to just invest in ourselves a little bit?

This is a customer service tip, but as you all know, I highly value folks who are in customer service, and I realize that you spend so much of your days doing things for others, that it’s easy to forget to do things for yourself.

So, let’s all do a brief exercise and see if we can conjure up any ideas that can be good for you, to help you refresh, rejuvenate, refocus.

Just Imagine…

Imagine that you had $200 given to you, but you could only spend it on yourself.  What would you spend it on to refresh yourself mentally, physically, spiritually, intellectually?  What could help you to become a better co-worker, person, or a representative to your clients?  What would refresh, rejuvenate, and refocus you?

What if you found yourself with 2 free hours in your day?  Even just for one day.  But you had to spend those 2 hours only on yourself.  Would you rest?  Would you watch some old shows or movies?  Would you work out or go for a run?  Maybe you would read or do something that stimulates you more than an old episode of Three’s Company.  It’s totally up to you.  What would refresh, rejuvenate, and refocus you?

What if you were told you need to eliminate (or at least spend less time on) 2 tasks or activities that you do most weeks at work?  What are the 2 things you’d eliminate because they provide little value to the company, the co-worker, or the customer?  What tasks would you stop that would actually refresh, rejuvenate, and refocus you?

Invest a little money or time on yourself. Take a couple items off your To Do List. Be intentional to refresh, rejuvenate, and refocus.

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Frame the Ways to Get Back Your Customer – 3/7/23

Posted on March 7, 2023 in Customer Service Tip of the Week Please leave a comment

Every organization that gains customers is in a position to lose customers.  For the sports organization, it’s the lost account holder.  For the healthcare provider, it’s the member who enrolls with the competitor at the end of the year.  The retailer, the software provider, the financial services firm – lost customers occur, typically with clear financial repercussions.  Even with local government, it’s the customer moving elsewhere, the customer circumventing the system, the resident griping and complaining.  Maybe that loss is loss of support, but it is still a loss.

So, if you’re smart enough or lucky enough to get a chance to identify the reason for the loss, maybe there’s a chance you win them back.  Or at least there’s a good chance that you can put some improvement in place to mitigate similar losses in the future.

If you’re formulating a survey or talking with the customer, create some structure around how you ask about exit reasons.  Use this framework as a starting point:  Think about Product, People, Process, Policy, and the Place.  You’re trying to get a holistic view of the customer experience in those controllable categories of exit reasons.

For Product or Service, what about the product could have been improved?  What could have been done so it stood out a little more relative to the competition?

For People, think about the organization, the culture, how those communications flow and how those relationships are developed.  Ask the customer about the attitude, skills, knowledge of your team.  How do they communicate with the customer?  And did the company as a whole proactively communicate with the customer – trying to keep the relationship strong?

Regarding Process, how self-evident is the experience?  What are the wait times or lead times like for the customer?  Is everything as self-evident as possible?  Are the terminology and technology and paperwork simple enough and clear enough for any customer to understand and navigate?

Do the Policies restrict the customer experience or enhance it?  Are policies conveyed clearly, and are they in the best interests of the customer?

And what about the Place?  This could mean the physical facility or the environment that people experience online or with your apps.  Is it intuitive and clear and, again, easy to navigate?

There are many reasons why companies lose customers.  To win them back, organize your thoughts within this framework.

Consider the Product, the People, the Process, the Policy, and the Place.

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RELATE to Your Customers – 2/28/23

Posted on February 28, 2023 in Customer Service Tip of the Week Please leave a comment

One of the more interesting processes we go through with some clients is the development of Customer Service Standards.  One might think that the expectations that organizations have of their staff are pretty consistent when it comes to customer service and relationship-building.  However, the Standards are often unique because the organizations are unique.  Their Core Values are unique. Their purpose is unique.  And their customers are unique.

We helped one of our clients develop their expectations of staff, and the acronym RELATE lent itself nicely to the description of these expectations.  Here’s a quick summary:

  • Relate – Treat all courteously/fairly. Be inclusive, open to and appreciative of the diversity of the community and the customers. Be professional in representing the organization in appearance, interactions, and in showing respect for the privacy of others.
  • Educate – Understand the organization well enough to effectively serve others. Get to know the customers and their needs, educating them about the organization and their service experience.
  • Listen – Acknowledge others and those needs; be patient, communicate clearly, and listen so they feel valued and important, striving to address their need right the first time.
  • Act – Own the service experience, taking responsibility for being prompt/responsive to the needs and issues of others. Help others, and hold yourself accountable for your actions and on behalf of co-workers.
  • Team-up – Work with others in the organization to address collective goals and customer needs – guiding others to the right resource when needed. Understand your role, be involved and trustworthy, sharing information and ideas.
  • Enjoy – Be friendly and welcoming, proactively engaging others in a natural, enthusiastic, and attentive manner. Convey the energy, active nature, and positivity that we hope to see from our customers.

 
Relate, Educate, Listen, Act, Team-up, and Enjoy!  Where are you and your teammates strong in delivering these Standards, and where could you improve?

Do a little self-evaluation so you can better RELATE to your customers.

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