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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

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Create MAGIC with Your Customers – 8/13/24

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

Years ago, we worked with the Orlando Magic in the NBA, and they needed more consistency in their customer service – they needed a standard of engagement with the fans and their account holders.  They were trying to identify the “Orlando Magic Way” – their desired customer experience with something catchy, something that really conveyed the feel they wanted to create in every customer touch point, every encounter.

We developed this standard for team members to use when navigating conversations with account holders: Create MAGIC with Customers.

  • Meet the Customer – Go to the customer, be welcoming, initiate the conversation
  • Actively Listen to Your Customer – Be inquisitive, ask questions, confirm their need or want
  • Get Engaged when Taking Action – Talk to the customer while you work on their behalf
  • Identify More Needs – Before wrapping up, ask what else they need
  • Close “Up!” – Always end with appreciation!

 
It’s about proactive engagement, listening, keeping the conversation going, being patient enough to inquire about other needs, and making a great LAST impression.

Create MAGIC with your customers.

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Build Strong Customer Connections – 8/6/24

Posted on August 6, 2024 in Customer Service Tip of the Week Please leave a comment

We’ve worked in health care, education, local government, finance, pro sports, and many other industries.  And while our clients’ customers are often different, their specific scenarios for engaging those customers are different, and policies and procedures are different – there’s one thing that is pretty similar.  And that is how you build and grow relationships with customers.

The process is not necessarily sequential, but let’s view it through that lens just for simplicity’s sake.  First, the core of relationship development and growth with customers is getting to know them well.  What is unique about them as an individual?  What do they care most about in the customer experience?  What are their engagement or purchase patterns?  To build a relationship, you have to build an inventory of knowledge about the customer.

Next, you’ve got to keep the communications going.  Long periods of lack of engagement, major gaps between conversations or touch points – these are opportunities for the relationships to go stale.  These are opportunities for the customer to find an alternative to your business.  Therefore, intentionally build a cadence of communications with your customers so that the relationship and the engagement stay fresh.

Why did they first start working with you, and why would they leave?  Understand those retention drivers – what matters most to them – and try to address those important matters.  If you’re shooting for loyalty and eventual growth, don’t get lost in the hundreds of data points you have on that individual if there are 1 or 2 or 3 that are going to retain them.

Finally, look for opportunities for growth.  If you’ve done a good job getting to know them, keeping communications fresh, and addressing their retention drivers, then you can feel more confident in trying to grow business, trying to grow that relationship.  Then you can focus on identifying where they have a need or a want that your organization can meet.

Have an intentional process for building relationships with your customers for the long-term.

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Running Late in the Rainstorm – 7/30/24

Posted on July 30, 2024 in Customer Service Tip of the Week Please leave a comment

The mom was a little panicked.  She had just left work and had run into an unexpected popup rainstorm, and traffic had come to a halt.  She was on her way to pick up her 4-year old at childcare.  The facility had a policy of charging a fee for every minute that parents are late for pick-up.

The mom didn’t really care much about the additional fee; she just felt bad that the staff would have to stay later than the 6:00 pm closing time, waiting on her arrival.

When the mom arrived, 20 minutes late, two staff came out to the car with her child.  One held a giant umbrella, and the other carried the child so that the little boy would not get wet.  The mother thanked the staff, and apologized for being so late.

One of the staff said:  “Don’t worry at all about when you arrived.  We’re just happy you got here safe.  And Freddie was a joy to be around.  He even drew this picture for you!”

The employee handed the mom the picture – a lovely crayon drawing of something bright and sunny.

“Freddie’s a joy to be around.  Thank you for the opportunity to care for him,” the employee said.

As the mom drove away, her stress levels dropped, her happy son was in the back seat, and the rain began to end.

What pleased the mom as much as anything about the experience was that the employees came out with a smile (despite the rain), thanked the mom (despite her late arrival), and helped the little boy to have a little joy throughout the wait in the noisy storm.

Sometimes our customers are in a position to thank us for the extra things that we do for them.  Even when we’re being thanked, along with accepting the appreciation graciously, it’s always good to provide a little thanks back to the customer.

It’s good to show that it’s not a burden to do the little extras for the customer.  It’s good to show that doing extras can be a joyful activity.

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