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Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

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Should I Stay or Should I Go? – 2/23/21

Posted on February 23, 2021 in Customer Service Tip of the Week Please leave a comment

Should I stay or should I go?  That’s not just a classic song by The Clash.  It’s also the question customers ask more and more, especially during difficult economic times.

A recent study in the Charlotte Business Journal noted that 50% of North Carolina businesses are concerned with how to maintain their existing customer base.  Even after almost one year of dealing with COVID-19, that concern continues – understandably so.

Customers are the life of any business, so sustainability and growth as an organization depends largely on retention and growth of the customer base.  Since the question I’m highlighting from the Business Journal study focused on existing customers, let’s talk about your current base of clients.

For you to maintain your existing customer base – before developing strategies or launching some major personalized reach-out campaign – let’s pause.  Let’s first determine what information we don’t know, and then let’s ask our existing customers to supply us with the information we need to keep them!

Retention:  Why did our customers begin working with our companies?  What about our products, our services, our people brings them the most value?  Why do they stay with us?  Why would they leave?

Growth:  Are they aware of our array of products and services – especially those that they don’t currently use?  Do they know about new customer processes or technology, policies or perks that could benefit them?  Are they aware of special values, resources, or unique opportunities available to them as existing customers?

Future Plans:  How likely are they to stay with us, to purchase more, to want to upgrade what they get from us?  How likely are they to look elsewhere for our types of services, and who else is competing for their interest or their dollar?

Every day, our customers are asking themselves whether they should stay or go.  Let’s make sure we’re asking them the questions so that we have the answers we need to keep them for the long-term.

Get customers to tell you why they would stay.

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Make 2021 the Year of Building Relationships – 1/5/21

Posted on January 5, 2021 in Customer Service Tip of the Week Please leave a comment

I’ve been very fortunate over this company’s 20+ years in business to have great and long-lasting relationships with many clients, colleagues, business partners, and co-workers.  It’s a gift to be able to call on these individuals for advice or referrals or to be a sounding board.  And it’s just as big a gift when they reach out to me for those same purposes.

There is no recipe for how to maintain business relationships over long periods of time.  If there was one, I’m sure Google or Microsoft would have branded it by now and made their bajillion’s.  There’s no recipe because every individual is different, every organization is different, every dynamic between two people is a little bit different.  And although there is no one recipe, there are a few guiding principles that I go by that I thought I’d share with you as you continue to maintain and develop your own relationships in the working world:

  • Think and act in a long-term manner. A relationship is a long-term thing.  It’s not a transaction.  Knowing that forces me to think and interact in a way that conveys I have the other person’s long-term best interest at heart.  That might mean giving them advice and guidance that results in CSS not getting a contract in the near-term, and that is absolutely fine.  It’s about what’s best for them long-term, not what’s best for CSS.
  • Be appreciative of others. Other people make decisions all the time about whether or not to work with us or whether or not to respond to my messages.  I appreciate the consideration and the responses.  The proverbial attitude of gratitude is a real thing; appreciate others because they are unique and special.
  • Treat EVERYBODY with respect. That means everybody I engage with or run into – I just try to make respect an all-the-time kind of thing.  I really work hard to treat others with undivided attention, like they are the most important person in the world to me.  And usually, in that moment, they are the most important person in the world to me.
  • Build Trust. I conducted a team-building workshop for an Executive Team, and I had them write 3 things that others do that helps them to trust the other person, and write 3 things that others do that makes the individual not trust others.  The variation in responses was amazing.  “Build Trust” may be the hardest principle of all because trust-building/breaking can be defined differently by different people.  To build trust, If somebody tells me something in confidence, I keep it to myself.  If I say I’m going to do something by a certain time, I do it.  If I can’t do it or not within the timeline, I let them know.

 

Now, as a disclaimer, I’m not perfect at these guiding principles.  I mess up, but I’ve found that if I’ve worked to establish a relationship, the other person will give me some grace.

Keep in mind that I’m not naturally the most extroverted or gregarious person in the world.  I’m not a relationship savant.  So, I have to work at relationships.  I have to think about it.  I have to have principles and apply them over and over again.

Use these principles and those that align to your values to make 2021 the year of building relationships.

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Increase Research for Improved Customer Relations During COVID-19

Posted on August 11, 2020 in Business Advice Please leave a comment

What makes a relationship? Many actions can make or break a relationship, but all solid relationships require at least two things: Communication and Caring. And customer relationships are no different in this respect.

No Communication = No Connection

If we don’t have some frequency of dialogue with the customer, then we not only are not top-of-mind, but we’re not even “bottom-of-mind.” We are not in the mind. They don’t think of us, they don’t consider us because the relationship has gone stale.

Now caring is in the eye of the beholder. How one person defines whether they are cared for by the other may differ from individual to individual. But if we put things in the context of the customer relationship, there are some more consistent realities. Communicating with the customer just to sell isn’t relationship-building. A lack of communication isn’t relationship-building.

What Caring for the Customer Requires

Caring requires that people feel like they’re viewed as an individual – that we value them. It requires that we usually listen more than talk. It means that we try to understand their issues, needs, and goals, and – if they want more than the listening ear – we address those issues, needs, and goals.

So much of what I just described suggests that we can – and MUST – improve customer relations through research, and CSS is conducting a great deal of research in this COVID-19 environment because our clients understand this truth.

Customer research done correctly involves a company asking a customer a question. It involves the company seeking information from the customer, ultimately for the customer. Sometimes, well-designed research instruments convey caring for the customer and valuing of the customer just by how the tools are worded and what questions are asked.

Design with the Customer in Mind

What do you need to know about the customer to help them? What do you need to learn about them to best serve them? How do you identify their priorities, their issues, their concerns, their perceptions, their preferences? And how do you construct these questions in such a way that you convey that you care? We’re talking about research, and we’re not necessarily saying it’s purely web-based surveys. This can include one-on-one interviews, phone follow-up from account representatives, or check-in calls from staff. This could include informal e-mail requests, or it could include facilitated ZOOM focus groups.

Whatever it is, do enough of it to know enough about as many of your customers as possible to help them. If you professionally design with the conveying that you care in mind, you will improve customer relations.


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