customer experience | Customer Service Solutions, Inc. - Page 66

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

Redesign around Millennials (and Others, too!)

Posted on in Business Advice, World of Customer Service Please leave a comment

Blog 7-3-15Millennials. I’ve been in so many meetings lately where they were the main topic of discussion. Why? Because they’re different. How they communicate, how they socialize with each other, why and how they move toward a brand and what could pull them away is different from other generations.

But couldn’t we say that about most of the customer groups out there? Aren’t first-time customers different than those that have been with you for ten years? Aren’t those that transact business with you purely via the web different than those that will only come into the store to make a purchase or get service?

The uniqueness of Millennials is important to note, but it’s important to note because every customer group (every customer) is unique.

To improve the customer’s experience, conduct this exercise with whomever the key 3-5 customer groups are for your business:

  • Research – Conduct research – surveys, focus groups, interviews, etc. – to identify what is most important to them about their experience. Is it speed, simplicity, self-service options, self-evident steps, text-based options, face-to-face dialogue, quality, or kindness? Identify just a few key attributes of their experience.
  • Journey Map – Use those attributes as guiding principles to redesign your customer’s experience by breaking up the experience into several Macro-process steps; here are six sample steps:
    • They identify a need for and inquire about “stuff”
    • They find stuff
    • They request/order stuff
    • They get a status on stuff delivery
    • They receive stuff
    • They complete/pay for stuff
  • Redesign – During evaluation of each step in this customer continuum, how well does the experience in this step address the guiding principles? For example, when they’re requesting/ordering an item, is it “simple, quick, and self-evident?” If not, then that’s where there’s opportunity for a redesign.

The lesson on the laser focus on Millennials is to look at each customer or customer group as unique. Know what’s important to them so you can design your world around theirs. Research. Journey Map. Redesign

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Great Customer Service is Like a Delicious Meal – 6/9/15 TOW

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


It was one of those situations that can change your life.

Okay, maybe that’s a slight exaggeration because we are talking about food here, but let’s see if you can relate. Have you ever had one of those meals or desserts or appetizers – or just tasted food that made you go WOW?! Maybe it was eating lobster for the first time, or it was the experience of the perfect chocolate cake. It was a simple hamburger that shocked you with its deliciousness; it could have been some barbecue that melted in your mouth, or a certain sauce on your pasta you’ve never experienced. It was so juicy or so bold or so flat-out delicious, that you paused – everything around you slowed down – and you were just so enthralled with – yes, food.

It’s just food, but you know when you taste something so far above the ordinary.

Customer service can be the same way. We all experience customer service in our personal lives daily – good, bad, and indifferent. We experience it over and over throughout the week. Yet, despite the continual nature of our exposure to customer service experiences, we KNOW when the customer service is GREAT!

Just like the great meal makes everything slow and makes you realize this is something special, so does that great experience or that great employee. You can feel that this experience is far beyond the ordinary. And since – as a consumer – you know the occasional feeling of great customer service, think of what you deliver as an employee in customer situations.

You may want your customers to have a great experience, but are you SO OBVIOUSLY EMOTIONALLY INVESTED in what you’re doing and for whom you’re doing it that the customer can’t help but see your passion? Are you so interested in helping customers, co-workers, and company alike that your obvious caring-nature oozes in your conversation with customers? Are you so wired to help others that customers can’t help but know that you’re entirely focused on them and their needs – like they’re the most important person in the world at that moment?

As a consumer you can taste the “WOW” of great food.

As an employee, deliver the WOW that comes from the emotion of staff that truly care.

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Dealing with the First-time Fan – 5/5/15 TOW

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


Customer service people, those in relationship management, those in call centers, those called service reps – they all at some point or another have to deal with the new customer. In sports, we call them the “First-time Fans.” These are the customers with the highest rate of turnover, and are therefore a huge priority for retention for organizations.

Instead of addressing the retention of the new customer from a strategic perspective, let’s look at it from the perspective of a representative. The customer is Jay. What is Jay like?

If you had to generalize Jay, he’s an unknown. You know less about Jay than any other customer in your business. He bought your service – but why? Was it a low cost offer (like a ticket discount), a service he never needed before (like outpatient surgery), or simply his moving near your business that drove him to your company?

He could be friendly, he could be open, he could be a techie, or maybe he’s a family man. He could make over $100,000 per year, he could anger easily, he could love your team, he could be impatient, or he could be very analytical.

He could be all of those things – or none.

Jay is the great unknown. He’s also beginning what could be a long journey with your organization. All customers are special, but view Jay as special in a slightly different way.

View him as a fountain of information. Someone so unknown, that that makes him intriguing. Jay is really James Bond; he’s 007; he’s someone new and exciting.

When you see Jay or the new patient, or the new customer, or the First-time Fan – get intrigued. Get inquisitive. Convey excitement about his newness.

Realize that to best meet his needs today and to keep him for the long-term, you have to get to know him. Ask questions; note the answers. Learn more and more so you can keep him longer and longer.

Let the intrigue of the new customer lead you on a quest to get to know them.

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