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Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

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Narrate the Great Customer Experience – 12/8/15 TOW

Posted on December 8, 2015 in Customer Service Tip of the Week Please leave a comment


With several clients recently, we’ve led visioning workshops to define the great customer experience as well as their desired culture – so these are topics top-of-mind in many industries. The problem for many staff is that they either already think they deliver a great experience, or different people define the great customer experience differently. So even if there is a vision created, how is that vision clearly articulated to staff?

Occasionally part of the communication plan for a new customer experience vision involves developing a narrative. Consider having a customer experience vision such as “We strive to be the premier grocery store in the community, where the best items and greatest attitudes in our region are seen by the quality of our produce and the smile on our employees’ faces!”

Okay – so the grocery store wants good produce and employees to smile. So what, right?

Let’s now paint the picture with a narrative of the vision that conveys what the customer may experience at checkout (read this as if you’re a customer):

It was the usual superb Grocers Unlimited experience. After hitting just those aisles where I knew they had the product I needed, I went to the register to check out. There was only one person ahead of me, and the cashier welcomed me to her area. She looked as though she had been having a great day, joking with the customer ahead of me about the local sports teams.

When it arrived for my turn to check out, bonus card in hand, the clerk again said hello and asked if she could scan my bonus card. She asked if I’d like her to hold onto my coupons until she was done.

The baggers had been flowing very consistently between the different registers to help. It didn’t seem like any cashier had to do his/her own bagging for an entire set of groceries.

Since I was in a talkative mood, I asked her about the customer service award placards on the wall. “How do you earn an award, a 100% rating,” I asked. “You have a mystery shopper come in who is looking for you to address her appropriately, take care of her needs, and ensure she’s satisfied,” she replied. I asked if she tries to figure out who might be a mystery shopper so that she can earn the award. The cashier said, “No. I try to treat everybody, my customer, my co-worker, my team leader like I would want a family member treated. As long as I keep that attitude, when the mystery shopper comes, I’ll get the reward.”

This short narrative about a two-minute transaction addresses many things – attitude, body language, customer engagement, employee knowledge, teamwork, employees who know their roles, proactivity, and efficient processes.

When you define your customer experience, narrate the story to be clear to others what’s expected.

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Three Lost Customers in One – 10/20/15 TOW

Posted on October 20, 2015 in Customer Service Tip of the Week Please leave a comment


This is a true tale of 3 lost customers – me, myself, and I.

I sat in a drive-thru at the shiny new fast food restaurant – the first time I had ever been there – and the line never moved. It was 2, 4, 8 minutes of waiting. I told myself that if it got to 10, I’d leave; I left. That was 2 years ago, and I’ve driven by it hundreds of times but have never been back.

The local cleaners changed owners, and I kept going – it was highly convenient – but the new owners don’t smile, don’t say hello, don’t say thank you. Their greeting is “Phone Number,” so they can key it into their system. They don’t say another word until you tell them the number of pieces and what you want done with them. When you’re at the register, and they’re waiting on the credit card machine, they don’t say a word – they look around with a stone face. I’m leaving that business, too.

The local cable/internet company came to upgrade my neighbor’s lines, and they cut the lines to my home. When they installed cable, they literally installed the shortest line possible, so there was no way to move the television more than 3 inches and still be hooked to cable. When calling their customer service line to setup appointments, the wait was long and the wait on the technician to come out to the house was longer. I switched internet providers and am waiting on a new TV provider to enter my region so that can be switched as well.

Sorry to be venting, but I’m not just sharing these issues just to vent (although it does feel good!) – I’m sharing these stories to illustrate the types of things that can drive customers away. The company may never realize it either if they don’t ask customers about their experience, don’t try to see the experience through the customer’s eyes, and don’t contact lost customers to ask about exit reasons.

They lose business – revenues drop – and it’s all about the customer experience.

Customer service matters. Time, engagement, caring, responsiveness – they all matter to the bottom line, the P&L, customer churn – whatever term we want to use.

And since customer service matters, ensure you’re tapping into customers so you know truly what they are feeling, why they’re leaving, and why revenues are going up and down.

Learn the lessons of these “three” lost customers.

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The 4 S’s of the Customer Experience – 10/13/15 TOW

Posted on October 13, 2015 in Customer Service Tip of the Week Please leave a comment


I mentioned in a previous TOW years ago about the 4 S’s of Expectation Management – Key guiding principles to effectively set and manage customer expectations – Simple, Specific, Supporting Documentation, and Summarizing.

But there is another set of 4 S’s – and these are all about the Customer Experience. We worked with a government client last year that had significant customer issues. The customers didn’t – in general – like having to deal with a regulatory and enforcement body, but they really didn’t like it when the regulations were surrounded by a poor customer experience.

So through research including a multitude of customer focus groups, we narrowed down the customers’ preferences for their experience into four guiding principles – The 4 S’s of the Customer Experience:

  • Staffing – Ensure that your staffing mirrors the Customer Volume – by time-of-day, day-of-week, season, etc. You could have the best people, processes, and systems in place, but if you don’t have the staffing levels to handle the volume, the experience will suffer.
  • Solving Issues – When issues and complaints arise, be collaborative across the company’s silos to resolve issues. Be as timely as possible, managing customer expectations when needed. Ensure staff OWN the issue – don’t push the responsibility of researching or fixing issues to the customer, particularly when the problems were caused between staff or departments.
  • Statusing – This one may not have been top-of-mind, but it’s VERY important when service and issue resolution are not immediate. When those fixes take time, be transparent with the information and the issue-resolution process. The more customers understand and see what’s going on to rectify issues or address needs, the more appreciative and understanding they’ll be of the effort. Offer statuses of where their issue/need is in the process, ensuring that the current status is clear, specific, and easily-accessed by the customer. The better they can find and understand the status, the less likely they are to contact you for updates.
  • Simplifying (the Catch-all) – Whether it’s your terminology or systems, make it easy for the customer to do business with you. Avoid the confusion and complexity that lead to long discussions with staff and extra work for your business. When needed, have a single point of contact so they can get to the right person the first time – saving the customer and your company time. Finally, at every communication, be clear on next steps and timeframes.

 
To deliver a great experience, incorporate the 4 S’s.

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