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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

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What You Must Know to Keep Your Customers

Posted on December 19, 2012 in Business Advice, World of Customer Service Please leave a comment

Bad economies make companies truly focus on good customer service and the importance of customer retention. And when businesses try to retain more customers, they often fall prey to the desire to create a new benefit, institute a new loyalty program, or launch a new customer retention effort which is – in reality – just marketing gone bad.

So instead of suggesting you create some costly initiative, let’s start with creating a common understanding of the knowledge you need to have to best keep your customers:

  • Know why they would leave, and address it. This means, what do they expect from the experience? From the quality of the product or service? From your level of customer service?
  • Know who you want to keep most – and why (typically because of profitability or longer-term impact) – and target more of your efforts on these customers. No company has infinite resources with which to use the most personalized and labor/cost-intensive methods of keeping customers. So you have to know with whom you make the personal visit (high cost touch), and with whom you send the personalized e-mail (low cost touch).
  • Know who’s most at-risk of leaving, and create strategies to keep them. Target, target, target. Don’t spend the same time and energy and money keeping everyone, if you know a certain percentage of customers are almost certainly going to stay with you. And how will you know? Simply ask them, and also look at historical data to identify common characteristics of former customers.
  • Know how to become vital to their day-to-day lives or success. If they can’t efficiently get their job done without your software or research, if they can’t get their need met well without your product, if you are the supplier of something that’s imperative to their daily personal or professional lives, you have significant leverage in retention.
  • Know how to make it easy to become your customer…and more difficult to leave. Is the customer’s signup with your organization a piece of cake? Can a first time customer navigate your organization and your processes/policies as easy as a long-term customer? If so, you’re golden. On the back end of the relationship, you don’t want to make it impossible to leave (then you’re dealing with ethical concerns), but if the customer needs to replace what you provide, and that effort or time (in addition to the effort and time and cost of going to your competitor) are high, they may not make the move.

Know what you need to know to keep your customers.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


A Face Lift…for Your Patient Satisfaction

Posted on December 5, 2012 in Business Advice, Healthcare Please leave a comment

When measuring patient satisfaction, healthcare organizations often make two key errors. First, they focus on measuring how often something happens? For example, How frequently did the nurse check on you? How often did they ask about pain? How many times did they clean the room? While these functions are important, the quality of the interaction and care provided are just as important if not more so. Also, some patients want to be checked on continuously and others want to be told how long the wait will be until the next step and only checked on when there may be a delay. So measuring frequency alone limits what you can learn, and it can point an organization down the wrong road in their improvement efforts.

The second error? Focusing too much on employee attitudes. Yes, these attitudes have a huge impact on patient satisfaction, but the best attitude in the world cannot overcome inordinately long waits, redundant paperwork, lack of responsiveness, poor quality food, lack of cleanliness, and unacceptable patient care. Attitudes are but a piece of the patient satisfaction puzzle.

In the article, Dr. Patti Flint Touts Importance of Surveys to Improve Patient Experience, an Arizona plastic surgeon is highlighted because of her improvement in patient care – which she notes as having been driven by the results of patient satisfaction surveys. But what’s interesting about the surveys is that much of the focus was on measuring patient perceptions of key touch points in the care process. According to the article, “Because every interaction from the first phone call to the last follow-up appointment factors into a patient’s overall satisfaction, each point of patient contact is scrutinized for ways to improve the patient experience. Creating a positive atmosphere for her patients involves the entire staff at Patti Flint MD PC, and survey responses lead to constant innovation in practice procedures.”

When asking patients to evaluate their experience, address employee Attitudes, Processes, and the Quality of the Services provided. But don’t just look for overall evaluations. Get the patient and their family to evaluate key contact points through the entire process.

Understand where communications flowed well and didn’t. Learn how hand-offs of the patient and their information from one step to another worked…and didn’t. Identify what needs improvement in the entire service delivery chain…and doesn’t.

To give your patient satisfaction a face lift, first start by understanding all the steps involved in the patient experience through the customer’s eyes.

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Check out our Healthcare Patient Satisfaction Evaluation and Improvement Services at http://cssamerica.com/csshealth.htm


Compassion and Customer Satisfaction

Posted on August 16, 2012 in Business Advice, Healthcare Please leave a comment

We always say that the 3 Drivers of Customer Satisfaction in ANY business are the Attitudes/skills/knowledge of employees, the service delivery Processes, and the Products themselves. And if you begin digging deeper into the components of Attitude, Process, and Product, you realize that Attitudes and Processes are what make up the Customer Service portion of overall Customer Satisfaction. And when you dig deeper into the Attitude piece itself, you realize that this means different things to customers of different industries.

For example, a recent study showed that the aspect of Attitude that is most important to cancer patients is compassion. More than any aspect of the Processes or Products/Services received experienced by the cancer patients as well, having “a compassionate team of care providers…access to a knowledgeable, competent physician…and…being treated as human beings…are the most important correlates with patient satisfaction.”

Why is this important to know? When you think of the hundreds of interactions that a patient and their family may have with employees and physicians on the phone, face-to-face, and via e-mail over the course of an inpatient stay and soon thereafter, when you think about all the processes the patients experience, and when you think of all the services provided to them, it’s a daunting task to try to improve EVERYTHING to have a positive impact on patient satisfaction.

Instead, if a hospital knows the primary drivers of patient satisfaction, it gives them a focus, a “bang-for-the-buck” improvement strategy, and a way to get everyone to rally around a particular aspect of the patient experience.

So think about this for your business as well. Don’t feel the need to try to improve EVERYTHING. We work with many clients including hospitals to identify – in a precise and quantitative fashion – just this: What are the 1 or 2 or 3 aspects of the customer experience with the most significant impact on their willingness to recommend you to others or to return themselves?

Find the “compassion” correlation that applies to your business and your customers.

Interested in improving your company’s customer service? See more at… http://www.cssamerica.com/


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