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Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

Highlight the Hidden Value - 7/1/25


Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive… “For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also Read more

Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

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Don’t Hurry…Be Quick – 9/17/24

Posted on September 17, 2024 in Customer Service Tip of the Week Please leave a comment

No, this is not a take off on the Bobby McFerrin song:  Don’t Worry Be Happy.

It’s actually a take off on the John Wooden quote:  Be quick, but don’t hurry.

When I read Wooden’s book with this title, I liked the concept, and not just because John Wooden was a great basketball coach and – apparently – a great person. With his UCLA Bruins college basketball teams, he had success that has never been rivaled – having won 10 NCAA tournament championships.  And that is not a typo – 10!

Wooden said that if you’re in a hurry, you make mistakes.  He doesn’t want mistakes.  He wants achievement.

In order to be quick, it helps tremendously to know what to do.  You can achieve more if you’re quick, efficient, with little wasted motion or effort.

I guess that a less creative way to say “Be quick, but don’t hurry” is to say: You can achieve more the more you know, and the fewer mistakes you make.

Never lose sight of the fact that hurrying through things can hurt the quality of your customer service.  Rushing conversations, speeding through forms and documents without reviewing, avoiding a QA check because “I’ve done this 1000 times,” or skipping a few process steps – these all can result in mistakes, in issues, in rework, in complaints.

And never forget that the more you invest in your knowledge of people, processes, systems, policies, and places, the better equipped you are to handle things right the first time, and usually with less help.

Look at your job through the eyes of a master teacher – Be quick, but don’t hurry.

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4 Actions for the Customer – 9/10/24

Posted on September 10, 2024 in Customer Service Tip of the Week Please leave a comment

One way to look at the difference between proactive and reactive is that proactive is something that’s often done before it absolutely has to be done.  Maybe it’s something done that really doesn’t have to occur, but your professionalism takes over, and some action or communication that you know in your gut should be performed is performed.  Reactive is an after-the-fact action.  You’re in that tennis match, and somebody just hit a volley over the net, so now the ball’s in your court.

In customer service, oftentimes we have advanced knowledge of what could happen, or we know before the customer what did happen.  And the difference between proactive and reactive in this case is that we are initiating contact with the customer or on behalf of the customer when we’re being proactive.  When being reactive, we rarely act on that advanced knowledge, and therefore find ourselves reacting when the customer learns of the issue in some other way than hearing it from us.

With proactive communications, we’re more in control because we’re initiating the engagement.  With reactive communications, we’re often dealing with the emotions of somebody else and are unprepared emotionally or informationally.

Let’s assume that it’s usually better to be proactive than reactive; so, here are 4 actions to consider if you want to be more proactive:

Give the Update: Let the customer know if there’s going to be a delay, if things are on track, what next steps they need to consider.  Keep them in the loop without them having to ask for an update.

Follow-Up: After a purchase or a request is filled or an issue is resolved, touch base with the customer to ensure they got the need met and they’re satisfied with the result.

Suggest Something Beneficial: If you know the customer and their needs well, recommend a product or service that might be helpful to them.  Selling is not a bad word in customer service if what you’re suggesting benefits the customer.

Remind about Maintenance: If they need to update their account information, download a mobile app, do routine maintenance on a car, or fill out some paperwork, give them a friendly reminder so that they’re not in a situation where they miss a deadline or are dealing with something out-of-date.

To do something with tangible benefits for the customer, take these four actions.

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Don’t Kick the Problem Down the Road – 9/3/24

Posted on September 3, 2024 in Customer Service Tip of the Week Please leave a comment

The error was obvious.  Shania is a clerk at a local government office, and she could tell that something was wrong with the permit request.  She was about to reject the request because the address was invalid.

If this would have been handled like the normal process, Shania would have marked the request as rejected, and the resident would receive an e-mail within the next week that was automatically generated from the system.

The message would simply say that the request had been rejected and for the resident to contact the local permitting office.

Pause to Find the Cause

But instead of doing what’s normally done, Shania made a little extra effort.  She decided to do a little investigation.  She found out that the resident had submitted the request by filling out a form, and that one of Shania’s co-workers entered the information into the permit request system.  What the resident wrote down and what was keyed into the system were different.  The co-worker had made a keying error.

Shania updated the information in the system, so the permit was officially completed correctly and was allowed to continue through the review process.

Consider the Impact Beyond the Moment

Shania’s simple act of patience, this simple investigation, this simple questioning why somebody would have put in an invalid address – these actions avoided a lot of issues.  The resident didn’t have to wait a week for a rejection notice that they would have to follow-up on and address.  A co-worker wouldn’t have been brought under scrutiny by an angry customer for the error.  The delay in the permit process for the customer would not happen. Additional work for the team to reprocess the request would not have to happen.

By being patient, asking herself a couple key questions based on her experience, and discerning what would be the best approach overall rather than what would be most expedient in the moment – these actions resulted in a better customer experience and time saved for her team.

Pause to find the cause, instead of simply kicking the problem down the road.

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