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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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Hope is a Powerful Word – 4/7/20

Posted on April 7, 2020 in Customer Service Tip of the Week Please leave a comment

It was a typical daddy-daughter conversation. The two were just chatting about whatever a father and an 8-year old discuss, and the father decided to ask his daughter a question. What is your favorite word?

With no hesitation, the girl said “Hope.”

“What a great word!” the father replied.  He was happy with his daughter’s answer, and it was an encouraging sign.  Hope is an important word to her.

And the word Hope seems even more important, even more powerful when you look at some of the antonyms of Hope:  Despair, doubt, fear, distrust, discouragement.  Any word that is the opposite of those has to be pretty positive and pretty powerful!

Hope is not just an important word to an 8-year old, but it’s a powerful word for any of us if we understand what it means and we apply it to our daily lives.

As people who work in business, as people who serve others, we need to realize this word’s important to customers, as well.  There’s a level of uncertainty implied when using the word Hope, and I know in a lot of situations with customers, there’s no guarantee of what the next step will look like or what the result will be; there’s no certainty about whether some things will work or they will meet the timeline or happen in an exact way.

But it’s powerful to say to customers that We Hope this addresses your need. We Hope that this will resolve your issue. We Hope that you enjoy the experience. We Hope that the outcome will be what you need.

When we use Hope in this context, we are positioning ourselves on the customer’s side. We’re not just conveying what could happen, but we are conveying to the customer that we desire what they desire, that we want what is best for them.

The next time you explain a step or a process or what’s going to happen next to a customer, if you have any uncertainty about what will transpire or the impact it will have, convey some Hope.  Show that you not only know your stuff, but show that you want what’s best for them.

Let the customer know of your Hope for them.

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Reach Out to Customers the Right Way – 3/31/20

Posted on March 31, 2020 in Customer Service Tip of the Week Please leave a comment

Depending on what industry that you work in, business is either booming, or it’s greatly slowed down.  I’m not sure if there’s much of a middle ground these days – where industries are working as normal.

If you’re in one of the industries where business has slowed, there may be an opportunity for you, and a need to address.  When customers are not coming to us as often – to take out a loan for a financial institution, to order products, to buy tickets to a sporting event, to submit plans for new construction – those are times where we lose touch points with our customers. Those are times when we lose contact. Those are times where there are gaps in the communication which can lead to relationships going stale.

Therefore, these are times when we need to ramp up our proactive communications with customers.

Three Types of Proactive Touches – Pick the Right Ones

Too often, businesses view proactive touch points with customers only as opportunities to market and sell. However, you may recall that we recommend three different types of touch points with customers.  One obviously is a proactive communication where you’re marketing and selling, but the first touch point is one where you are seeking information from your customers, asking questions, conducting short surveys, or inquiring about the customer.  The second is actually a proactive push of information, but it is not sales and marketing-oriented. Instead, you are sharing information of value. You’re trying to help the customer.  You are offering educational information to help them personally or professionally.

So, two of the three proactive touches have nothing to do with marketing and sales, and these softer touches are the ones to ramp up at times like these.

When the number of times that your customer reaches out to you goes down, ramp up the number of proactive touches to your customers.  But with empathy, remember that these touches are focused on learning about them and how they’re doing; these touches are about providing information valuable to them – to help them.

Keep your proactive communications with your customers going.

Don’t let relationships go stale.

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Educate Forward – 9/17/13 TOW

Posted on September 17, 2013 in Customer Service Tip of the Week Please leave a comment

When Bill brought his daughter Jenna to tumbling, it was for a make-up class. Jenna didn’t take a couple classes during the summer that they’d paid for, and Bill’s wife mentioned that there were a couple make-up classes available.

So Bill walked up to the window to ask the receptionist if Jenna could use one of her make-up classes that evening. The receptionist, Rebecca, asked if they had called or e-mailed in advance to confirm Jenna could drop-in for a class, and Bill responded “uh. . .no. . .sorry.”

This is when the customer service aspect of the experience got really, really. . .great!

This was a situation where the customer was wrong; the policy was for the customer to call ahead if he wanted to use one of the make-up classes just to ensure there was going to be space available in the class. The customer didn’t do that, but what made the service great was that Rebecca conveyed that she hoped there was space in the class. Rebecca didn’t criticize the customer for not calling ahead, but she did educate the customer forward about how he needed to do things differently in the future. She still smiled, had a positive attitude, walked out of the area to go check with the instructor to ask about availability in the class for Jenna, and came back with excitement when the answer was “Yes.”

Sometimes the customer is wrong. But that doesn’t mean our attitude needs to go negative. Sometimes we can correct the customer (“educate forward” is the term I use), and do it so professionally that the customer walks away happy.

When the customer is wrong, don’t let your attitude tumble.