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Build Goodwill with Co-workers and Customers - 11/10/26


All relationships are different.  We want to have good relationships with co-workers, after all – those are the people we spend the most time with each week.  We want to have good relationships with customers since they’re the ones that provide the revenue and inflows that allow us to Read more

How to Avoid “Groundhog Day” - 11/3/26


It’s Groundhog Day, where you’re living the same day over and over and over again. You have heard basically the same complaint from 4 different customers in the past week.  The bill is incorrect or confusing, and you’re having to spend a ton of time explaining things to the customer. You’ve Read more

Beware of Scary Telephone Customer Service - 10/27/26


As we near the Halloween holiday in the United States, it seems appropriate to discuss examples of scary customer service, particularly on the telephone.  Here are a few common issues that frustrate and annoy customers.  These are experiences to avoid delivering, and alternatives to adopt: The customer calls, describes their Read more

The Art of the Successful Script - 10/20/26


You’re the customer.  You go to the store, and they ask if you have a loyalty card.  You call the doctor’s office, and they ask for your birth date.   You walk up to the counter, and they ask if you found everything you were looking for. These are all valid Read more

The Key Building Block for Your Customer Relationship - 10/13/26


An automotive manufacturer gets supplies for their vehicles from all over the world.  They have arrangements, service level agreements, expectations for timing and quality of all the parts.  And when they gather all these supplies, they assemble the cars.  They test the cars.  Then they take pictures of those Read more

Be Flexible to Fill the Gaps - 10/6/26


The non-profit has the expected challenges.  There are only 3 people in the organization, yet, they have the same responsibilities of a larger company.  They have to do finance, sales, marketing; they deliver their services to the community, and they need to keep a pulse on what’s going on Read more

Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

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

Posted on May 26, 2020 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.


Pivot to a Stronger Post-COVID Culture

Posted on May 11, 2020 in Business Advice Please leave a comment

If there ever was a time for virtually every organization to assess their culture, this is it.  Culture not only drives customer service, but it also drives long-term organizational success.  While leaders can define the Desired Culture and can chart a Vision, leaders typically do very little of the actual work in any organization.  Just think of the math.  In an organization that has only 100 employees, the chief executive does about 1% of the work.

We are not diminishing the importance of the leader as much as we are highlighting the importance of the leader’s role in developing an engaged, productive, and effective workforce.

“This is an opportunity to rethink the future.”

 
Most organizations have been forced to transition because of changes in demand for services, changes in how services are delivered, or changes in where and how employees work.  In other words, the external environment has forced internal change.

This is an opportunity to rethink the future.  This is an opportunity for leaders to take a step back and paint a picture of the future business, the customer’s engagement with that business, and the type of internal culture needed to succeed in that new world.

Four Steps to Plan for Future Success

Here are four major steps to consider today to ensure your organization is still relevant and successful tomorrow:

  • Create as clear a vision of the future customer as possible, including their needs and wants in both services and the service experience.
  • Paint a vision of the services that are going to address the needs and wants of that future customer.
  • Identify the mechanisms that you’re going to use, including processes, technology, and facilities, to deliver those services.
  • Determine the kind of culture you need in order for that delivery approach to meet future customer needs.

 
The front-end key to this overall approach is to incorporate the Voice of the Customer to ensure you are creating this new Service System based on customer needs, issues, and goals.  Don’t create a strategy in a vacuum.

The back-end key to this approach is to clearly work with staff to educate them on the future of the customer base and the future of the organization, and include them in the discussion of the desired culture and how to make that culture a reality.

This is a time to strengthen the culture, and to strengthen it you may need to pivot from where you’ve been in the past to where you need to be for future success.


I want to be an Astronaut – 9/10/19

Posted on September 10, 2019 in Customer Service Tip of the Week Please leave a comment

When I was young, if a child was asked what he wanted to be when he grew up, the answers were often a fireman, a Pro Football player, a teacher, somebody who got to drive a truck, or an astronaut. Maybe the question is still asked today, and, if so, I’m not sure how similar or different the answers may be from my childhood experiences. But when the question is asked, the child is basically stating what he or she wants to become. It is sharing their vision of their future.

And once a child – or anyone of us for that matter – identifies a vision, then we can start charting the course to get there. It makes no sense to chart a course to nowhere.

It’s the same thing in the world of business and in the world of customer service. We need to start with the vision.

What do we want to become or achieve as an organization or as an individual? What is our vision for the great customer experience that we’re going to deliver to our clients, and is that their vision as well?

If the vision for the great customer experience is going to help us to achieve our overall vision, then the next step is to ask: What’s our vision for the desired culture? In theory, the culture of an organization is set up to help the organization succeed, so that culture should help to deliver a great experience, it should help to deliver on the organization’s vision!

And what is culture? It is how we do things around here. It’s how we talk to each other, how we work together, how we make decisions together, how we serve each other and serve others together.

Take a few minutes individually or as an organization and just pause. Make sure that you have a clearly articulated vision. Then work back to make sure that you know what your role is and what you need to be in order to move yourself and your organization toward that vision.

Envision the future to become the future.

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