customer experience | Customer Service Solutions, Inc. - Page 58

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

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Are You Carol or Darrell? – 3/24/15 TOW

Posted on in Customer Service Tip of the Week Please leave a comment


Carol and Darrell are reception clerks at the local eye clinic. Each had a patient – essentially the same patient – walk up to them.

Carol looked up from her computer screen and said hello to the patient. The patient said he had an appointment with Dr. Jones at 9:00. Carol said “I need to see your insurance card.” She asked whether the patient wanted to do self-pay or run it through insurance. The patient was confused and asked whether the health insurance covered eye appointments. Carol said most people know when they come in if health insurance covers eye appointments, so the patient asked if Carol could check on the system for her, and Carol said she’d check. After 3-4 minutes of looking at the screen in silence, Carol said “We’re out-of-network. What would you like to do?” The patient asked whether that mattered, and Carol said “it’s $150 self-pay, but it could be over $300 if you used insurance,” so the patient opted for self-pay. Carol completed the transaction by taking a deposit, printing the paperwork, and directing the patient to the waiting room.

Darrell stood and smiled at his patient, introduced himself, and asked how he could help the patient. The patient said she had an appointment with Dr. Smith at 9:00. Darrell said “Great! If you have insurance, I’ll pull it up on my computer for you. Do you have an insurance card with you?” Darrell looked at the card and said, “Now there are two ways patients can pay for their appointment. The first is self-pay (and Darrell noted why some people to prefer that method). The other is with insurance; I checked your insurance, and it appears that your insurance does cover one exam per year, but unfortunately, our clinic is out-of-network, which means the charge will most likely be over $300 if you use your insurance. So would you prefer the self-pay option or using insurance?” The patient said she’d definitely prefer self-pay, and Darrell responded that he’d just need a credit card for payment. Darrell completed the transaction, printed the paperwork, thanked the patient for coming in, noted that a technician named Margaret would call her name within about 5 minutes, and showed the patient where she could wait. “Is there anything else I can do for you” Darrell asked. The patient said “no, thank you,” Darrell thanked her again for coming in today. The patient smiled and walked to the waiting room.

These are two simple stories that end with two questions.

Are you Carol or Darrell? Are you Good or Great?

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Flip the View of Your Process – 2/24/15 TOW

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The customer complains that they had to go through 6 phone menus, some of which didn’t make any sense, and then they waited 8 minutes to get to an employee who asked for the same account information that the customer just keyed into the phone. The employee wonders why the customer is so upset, after all, the employee had a great tone of voice and read the script perfectly when he answered the phone!

To the employee, the encounter just started, but to the customer, the encounter started 20 minutes ago when they were looking for an answer on the website and then – in frustration – called the company only to wade through the phone menus and sit on hold – again – for 8 minutes.

It’s tiring just writing about it; imagine how frustrating it was to experience it!

I’m not painting a picture of anything you haven’t experienced as a customer in your personal life. This happens every day, in every industry, MILLIONS of time each week.

Many companies claim to want processes that are “customer-friendly,” but too often the reason why they are not “customer-friendly” is that they were designed looking only internally – like conducting a 1980s style flow chart analysis.

What is the rework we can eliminate? Where is the redundancy that we can streamline? Where is the waste to remove? Where is the manual step that we can automate?

While these are all excellent questions, too often they’re asked purely from the company’s perspective. Then we design a process and implement it, only to later wonder why customers complain so much about the process! To them, it’s frustrating, it’s cumbersome, it’s not clear.

So what’s the process solution? Look at that wonderful process flow that looks so clean from the company’s perspective, and – instead of implementing it as is – flip it to view it from the customer’s perspective.

What’s that journey like that the customer undertakes? When do they find the need to contact you? How do they decide to look for you? How do they start tracking down answers or tracking you down?

We call this step part of our Customer-focused Process Redesign methodology, but you can also do this using mystery shopping or using customer focus groups and interviews. There are many methodologies to use in improving a process, but to make that new process part of a great experience, incorporate the voice of the customer.

Flip the view.

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Apply “Inside/Out” to Yourself – 2/3/15 TOW

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A point we’ve made more and more over the years with clients is this: To create a great experience for those outside your organization, you need to have a great culture inside the organization. Don’t focus so much on how to treat customers that you end up neglecting how you treat employees and how employees treat and work with each other.

For this Tip, instead of talking about the organizational perspective, let’s talk about this personally.

I heard a speaker recently who quoted a 20th century philosopher who said “What you consume eventually consumes you.” Just think about that for a minute – What you consume eventually consumes you. What does that mean to you?

Here is what it means to me.

If entertainment you experience (the books, videos, TV shows, and movies) are about blood and gore, about hate and anger – then those visual experiences impact you. The same lenses through which you witnessed that entertainment are the lenses that sometimes slant your perspective on the world toward the negative and selfish.

If you surround yourself with people who are negative, put down others, and are constantly viewing themselves as the victim, then how easy is it to be positive with others? Do you find yourself assuming negative intentions in the acts of others? Do you find yourself focusing on who’s to blame instead of taking responsibility?

If what you – literally – take into your body is full of junk food (guilty!), carcinogens, or drugs, how clear of mind and purpose will you be in interacting with each other?

If your self-talk is negative, where you beat yourself up about what you do wrong and tell yourself what you can’t do, how comfortable and confident will you be in serving others?

I have issues with several of these examples as I assume most people do – but the point isn’t to determine how great we are or aren’t today. The point is to ask How can we get better tomorrow? How can we better serve others, be a better teammate, and be a better role model?

The answer? Look at what you bring into yourself. Avoid filling yourself with the ugly, the negative – with the junk. Try to fill up with good.

Apply “Inside/Out” to Yourself.

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