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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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Lessons from the Greats – 3/5/24

Posted on March 5, 2024 in Customer Service Tip of the Week Please leave a comment

I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service.

So, I asked the participants:  What companies are great at customer service? What organizations deliver an excellent customer experience?

There were a lot of the usual companies named such as Chick-fil-A, Disney, Trader Joe’s, and some local grocery store chains, as well.

Then the key question was asked:  What makes them great?

Answers dealt with making a great first impression – with the greeting or the welcome.  There were comments about the short wait times or at least the perception of short waits.  They talked about how consistently high quality the service was, the people were, the experience was for the average customer.  And they talked about predictability.

Predictability is not something often talked about during discussions of great customer service.  There’s so much discussion in the customer service world about delighting customers, the Wow Experience (that surprisingly wonderful and unexpected experience), that we forget that most customers want some predictability.

They want to know that they’re going to be treated with respect.  They want the process to be quick, simple, self-evident.  And they want an experience that is consistent with examples of great service they’ve had in the past.

Predictability isn’t boring.  However, it is difficult.  That means that regardless of what employee or what process, your company has its own way of addressing the customer need, finding a solution, and having the most positive engagement possible.

The next time you’re looking for ways to improve, look at organizations that you consider to be great at customer service.  Identify those actions they do consistently well, those things that are predictable.  Then, find ways to make your engagement as consistent and positive as possible.

Engage like the titans of customer service – be predictably great!

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“You’re the Boss” – 2/20/24

Posted on February 20, 2024 in Customer Service Tip of the Week Please leave a comment

Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to make sure the floors get cleaned and waxed properly.  He knows when to hit the bathrooms, when to address the office spaces.

Although Terrence works in an office setting, the way his company is structured, he actually reports to managers in the corporate housekeeping department in a different location.

He was meeting with his facility office manager one day, and she was making a special request.  He responded:  Sure thing!  You’re the boss.

When it comes to Terrence’s specific job, she is not the boss.  He directly reports to the person with the hiring/firing authority – the person in the corporate office.  Terrence knows this, but in his mind, he treats the office manager like she’s the boss, too.

She is the ultimate customer.  She is the one that is trying to manage this facility, create the kind of culture she’s searching for with the staff.  She’s the one that’s trying to help the business become even higher performing.

And Terrence understands that his job is to increase his customer’s likelihood of success.

To Terrence, it’s a mindset and an understanding that the customer, in the end, is the true boss.

Reflect on the mindset that you bring into conversations with the customers.  The customers are the ones that you are ultimately doing your work for, the ones that you are trying to help succeed, the ones to whom you’re trying to provide a great customer experience.

Foster a mindset that’s a motivator to deliver a great experience to the ultimate customer.

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Customer Understanding Leads to Relationship Growth – 2/13/24

Posted on February 13, 2024 in Customer Service Tip of the Week Please leave a comment

We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered to them.

It’s a good lesson for any business, any industry.  Whether you work in sports, local government, healthcare – if you’re going to have more than a 1-time transactional engagement with the customer, here are some lessons to learn from the education industry.

Our elementary and middle school clients make special efforts to get to know the students and their family situations.  What is happening to those students personally helps to understand how to deal with those students and their challenges, and identify what kind of a support system they need.

Our high school clients strive to uncover what students are trying to accomplish, and what that next step involves.  The high schools are trying to help the students grow while also preparing them for whatever that next place is in life.

Our Higher Ed clients engage the students to continue that development but also to help them plan for the future.  Not just that immediate next step, but getting them prepared to be productive members of society, and to set that long-term career track on the right path.

These educational clients understand the need to get to know their customers – their students – more individually. That requires of some that they really understand their personal situations, because that can inform how to engage them.  It also involves trying to understand the near-term goals, to see how to help them get to that very next step.  In other cases, it’s a matter of understanding their long-term goals or desires, so they can work on a plan to get from today to a future tomorrow.

When you’re thinking about relationship development with your clients, try to remember what impacted you in elementary school or middle school, your priorities and decisions to be made in high school, your goals and long-term vision in college or some other type of advanced training. Then, consider these lessons learned from the education industry.

Grow relationships by understanding your clients more personally, uncovering what they need, and helping to map out a plan for what they want for the future.

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