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Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

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Create Awareness of Alternatives – 2/4/25

Posted on February 4, 2025 in Customer Service Tip of the Week Please leave a comment

Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The line for people placing the order was so long that it almost stretched to the street; there was no line in the mobile order lane.  Luckily, Sandy had downloaded the mobile app once before, so she pulled it up on her phone, placed the order, and then moved into the mobile app lane.  She had her food in less than two minutes.

The next day, Sandy had to make a deposit into one of her accounts at the bank, and withdraw cash from another account.  She had a habit of going into the branch, but when she walked in, there were 15 customers in line with two tellers waiting on them.  While waiting for a couple minutes, she noticed the drive-thru teller in a separate room in the back.  She noticed that teller was looking at her phone and occasionally peering at her computer screen – she wasn’t busy.  So Sandy left the branch, hopped in her car, and was first in line at the drive-thru.  She was out of there in about 3 minutes.

When Sandy got home, the Wi-Fi wasn’t working.  She used her phone app to access the internet provider’s site and logged into her account; she noted the customer care phone number, so she dialed.  The system said that she was sixth in line, and the estimated hold time was 12 minutes.  She noticed a chat function on the app, so while she remained on hold, she launched a chat.  Sandy got a hold of a representative immediately, they put a ticket in, and within two minutes, they had begun remotely testing her Wi-Fi.  She hung up the call.

These are three organizations that could have had clear stories of poor customer service experiences, but luckily for them (and for Sandy!), there was an alternative option in each case.  Sandy was able to order via the mobile app.  She was able to get into her car and go through the drive-thru teller line.  She was able to initiate a chat even while she was on hold on the phone.

It was a better experience because there was an alternative option, and most of all because she was aware of the alternative.

As you strive to deliver great customer service, know the options available to your customers.  Maybe the line is long, but the line might be shorter if some member of the team informed the customer of the other options.  Maybe the wait seemed excessive, but the wait would be shorter if one of the employees could convey an alternative to the customers that might give them service quicker.

Sometimes the best thing we can do to serve our customers is to build their awareness of other ways they can get their needs met.

Create awareness of alternatives.

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When You’re the Educator, What Should You Teach? – 1/21/25

Posted on January 21, 2025 in Customer Service Tip of the Week Please leave a comment

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 on their own, to address issues on their own.

Unfortunately, technology is not always self-evident.  It doesn’t always think like customers think.  It doesn’t often convey what the customer needs to know when they need to know it in a way that the customer can absorb, understand, and use moving forward.

So, if we want to be the best of customer service professionals, we need to be excellent educators.

Let’s say we have a customer named Christopher.  About what do we need to build Christopher’s awareness?  What does Christopher need to know to get things done?  What knowledge does Christopher need to build in order to have the best experience possible with our organization?

Ask yourself (or your customers) these types of questions, because these questions build your understanding of what content is required in your educational endeavors with customers.

Does Christopher need to be more aware of technology options such as mobile apps, self-service website functions, chat functions, automated phone options?  And does he need to know how to navigate those mechanisms?  Does he need to know how to place in order, how to check status, how to follow-up directly with the right person, how to see if a service is completed or a delivery has been made?  Does Christopher need to know the services available, the features available, the different ways to experience your product or your service, your event or your facility?

To strengthen your role as an educator of customers, first identify what the key content is where they need to be more knowledgeable or better trained.

Identify what THEY need to know in order to have the best experience possible.

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Wrap It Up Right: Why Follow-Up Communications WOW Customers – 1/14/25

Posted on January 14, 2025 in Customer Service Tip of the Week Please leave a comment

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 noticed the opportunity to use the chat function.  So, she clicked in.

When the chat conversation was done, Dena signed off.  Immediately afterward, she received an e-mail.  It was a transcript of the chat.  She had never used the chat before, and she was surprised to receive the e-mail.  But once she reviewed it, she loved it!!

Whether you – as a customer service representative – just completed a chat with a customer, ended a phone conversation, or wrapped up a face-to-face conversation, these follow-up communications are often exceptionally helpful to the customer.  There are several ways that your customers benefit from chat transcripts or other documented follow-ups to your conversations:

  • Documentation: The customer has a record of the conversation, the issues, potential solutions, and the actions to take.
  • Trust-building: The customer sees that the company also has documentation, and they are willing to stand by what was communicated during the encounter.
  • Quick Access: The customer can easily find a record of the prior communication.
  • Accountability and Follow-Up: It offers a checklist of what the customer or the company are expected to do next.
  • Time-saving: Customers are less likely to have to repeat their story during the next encounter, since they can just reference the transcript.
  • A Sense of Feeling Valued: Customers feel like they’ve been heard, and the conversation was important enough to the company to document.

 
When you complete that encounter with the customer, if you want to build their trust, make their life a little bit more simple, build in some accountability on next steps, save them some time, and help them to feel valued, provide an immediate follow-up communication.

Wrap it up right.  Use follow-up communications to WOW customers.

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