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When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

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

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Culture Transformation and K-12 Schools

Posted on April 24, 2014 in Business Advice, Education Please leave a comment

Blog 4-24-14Changing a culture in an organization of any size is a challenge – but it’s often a challenge that must be addressed if the organization wants to succeed. And in the world of K-12 school systems, the organization’s success is dependent on the student’s success, so culture change has an even higher calling – to improve the capabilities and likelihood of success of the children.

In the article Allentown School District proposes new high school as part of ‘transformation of our culture’, the school system is trying to create a new focus for many of its students through the development of a new high school – one that is local-industry focused and requires a great deal of partnering with local businesses. This is a new way of thinking, of building, of teaching, and of growing the talents and confidence of local youth.

When describing the overall culture transformation process, the Superintendent states “It will not take 10 days, or 10 weeks; it may even take 10 years before it’s all over because we’re talking about a fundamental, systematic change.” The article notes that “District officials hope this change will keep the district relevant and competitive with charters.” The School Board President notes that “This is a vision, and we all know that visions cost money.”

A way to summarize these key points is to say that competition can be a driver of change. Change requires a vision, that new vision often requires a new culture to enable it to succeed. And to succeed in the long-term, sometimes it takes a longer-term view, time, and money.

This is not a negative about change and competition. In the public school world, it’s become a reality. And to those K-12 organizations wanting to succeed long-term, doing as has always been done is a recipe for a slow, painful demise.

Look to the future with a vision about how to improve the capabilities and likelihood of success for children; then determine the culture that’s required to begin moving toward that vision.

Did you like this post? Here are other Education-related posts:

Learn about our CSS Education services at: http://cssamerica.com/education-industry


Improve the Patient Experience from the Inside Out

Posted on April 18, 2014 in Business Advice, Healthcare Please leave a comment

Blog 4-17-14There is no shortage of patient satisfaction “experts” and CEOs in healthcare wanting you to implement the latest measurement tool, rounding format, physician best practice, script, or leading-edge technology – all with the promise of launching patient satisfaction scores to the stratosphere! Okay, maybe I’m overstating it, but it’s not overstating it to suggest that many of these experts offer a tactic or tool as the panacea.

However, the article on Park Ridge Health in Hendersonville, N.C. suggests a different approach. They did implement a new training program, but after the description of the training, the Director of Patient Experience notes that “When we changed the culture, that’s when we saw the scores improve. We always want the patient to be involved in their care, and we try to provide them a voice to be able to talk to us in layman’s term about their experience and their needs.”

The key words? “Changed the culture.”

The consistency required for sustainable excellence comes from inside. It comes from culture. If a hospital wants to have a great patient experience, they need to look inside at the people, processes, policies, services, and facilities that comprise the experience.

The best scripting results in merely words if not delivered with interest, empathy, and sincerity. The best leader preaching on efficiency and marketing a “2 minute wait in Our E.D.!” are setting staff up for failure until the organization internally has communication and service delivery processes that are efficient and high quality. The great customer service techniques that we and others teach won’t be effective long-term if they are not reinforced on an ongoing basis and modeled by leaders.

To get a great patient experience, “provide them with a voice” as they did in Hendersonville. But also start with each other; start with culture.

Improve the Patient Experience from the Inside Out.

Did you like this post? Here are other Healthcare-related posts:


The Great Manager I Never Met – 4/15/14 TOW

Posted on April 15, 2014 in Customer Service Tip of the Week Please leave a comment


I was fortunate to have been asked to speak at a finance association conference this past month on the topic of “Customer Service in the Tax Office.” I know that’s not the most exciting title, but it was a fun group!

I stayed at the hotel where the conference was held and had several interactions with the hotel staff while there:

  • I talked with two staff at the front desk during my stay; they each greeted me as I entered the lobby on two separate occasions, addressed my needs, proactively shared where the events were taking place in the hotel as I was checking in, engaged me in some pleasant chit-chat about the weather, etc. It was simple, pleasant, proactive, and done in personable way.
  • Since I arrived late in the day, I decided to order room service, and the room service person on the phone was upbeat, made recommendations to me in a confident manner in response to my questions, confirmed my order, and told me by when the meal would be delivered.
  • The room service delivery person delivered the meal a little early. He was professional in dress/demeanor, pleasant to chat with, patient with me, and closed positively.
  • As I entered the elevator from my floor to check-out, a housekeeper exited the elevator. She smiled, placed her hand on the side of the door to keep it open, and asked me to what floor I was going. She then pressed the button for me, smiled, thanked me, and moved on.

There was no individual “WOW” moment, but the high performing consistency made it a collective WOW experience!

Now, I never met the hotel manager; I’m not sure I ever even spoke with a supervisor-level individual. But I can tell they have a great manager. In the Moments of Truth with these five employees, every interaction was positive, was pleasant, was professional. Every interaction had a little that went beyond the basic expectations.

You don’t get that purely by being lucky. You develop efficient processes. You hire the right people, train them well, don’t overly script them, and motivate them to keep them happy and pleasant.

Sometimes you can identify great managers without ever seeing them.


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