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Talk About Yourself to Build Customer Confidence - 4/16/24


When you’re dealing with somebody who is anxious or nervous about a situation, a customer who feels like they don’t have much control, an individual who is unsure and uncertain, it’s important to put the customer at ease.  It’s important to build their comfort level.  It’s important to help Read more

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

“You’re the Boss” - 2/20/24


Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to Read more

Customer Understanding Leads to Relationship Growth - 2/13/24


We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered Read more

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Change on the Fly – 5/30/23

Posted on May 30, 2023 in Customer Service Tip of the Week Please leave a comment

Situational service requires some advanced engagement skills.  It involves seeing each situation independent of any others, reading the moment, and changing on the fly to create the best possible customer experience and outcomes.  So, what are some keys to situational service?  Keep these guiding principles in mind:

Start Open-minded: When the customer engages you, avoid assumptions about them and their situation.  Don’t let the first impression cloud what might be the deeper issue or need, the background of the situation, the person themselves.  It’s more effective to start by being open, and then narrow the focus after gathering information; it’s less effective to start with a preconceived notion, and then have to later backtrack or restart the conversation.

Gauge the Emotion: While we focus on words, since that conveys much of the specifics of a situation, the emotions can convey how they feel about the issue or need.  Note in their tone and body language, specifically, how they feel so that you can use that information to determine how to handle the situation.

Uncover the Urgency: Determine whether time is a concern, whether that’s in-the-moment or for the final resolution.  That time consideration will help you to understand their feelings better, but it will also help you to understand whether to respond by reiterating timing and next steps, or to focus more on their feelings and solution options.

Adjust to the Situation: The first 3 guiding principles ensure you get the information you need (the facts, their emotions, and time considerations) to handle the situation most effectively.  Now, adjust.  Settle them down first, addressing any anxiety, anger, confusion, or upset with the right technique for the emotion, or move directly to the issue and solutions if the negative emotions aren’t present.  Be patient if they care more about the conversation and the process, or quickly get to the point if there’s urgency involved.

When you’re engaged with the customer, get the facts, gauge the emotions, and clarify times.  Then focus on providing the best service for the situation.

To excel in service, develop your ability to change on the fly.

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Make Surveys Worth It – 9/29/15 TOW

Posted on September 29, 2015 in Customer Service Tip of the Week Please leave a comment


How many customer surveys has your company conducted since you’ve been working at your current employer? Some of you may answer 1,263 – roughly speaking – and others may answer zero.

The results could be many data points, many responses, many comments and analysis and findings and conclusions…or zero.

To make surveys worth conducting, worth the time, worth the money and the blunt feedback, the results have to be used. But even before that, the results have to be worth using.

Before conducting your next survey, think about these key categories of content.

The first is obvious. Find out what’s important to your customer – about the experience, the product/service, the relationship with your business. Find out their satisfaction with those same attributes so you can see where the biggest gap is between importance and satisfaction.

The second may be less obvious. Gauge your customer’s awareness. Many of the reasons for customer dissatisfaction, apathy, exit, confusion, or a poor experience comes down to this point – they just weren’t aware. They weren’t aware of your product offerings, your facility locations, the website functions, the right number to call or person to contact, how they could request a refund or lodge a complaint. They weren’t aware of a process or a service method; they didn’t know about perks and benefits.

The third content category for your surveys is change. Ask the customer about what is changing in their world, with their preferences, and with their desired experience. Have them to tell you the change so you can anticipate and plan for the changes you’ll need to make in your business to change with your customer. Don’t wait for them to leave in order for you to realize that you didn’t change fast enough.

Make your survey results worth using. Ask the right questions.

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Patient Satisfaction…from a Child’s Mouth to Our Ears

Posted on February 11, 2014 in Business Advice, Healthcare Please leave a comment

Blog 2-11-14In the Forbes article This 15-Year-Old Absolutely Nails What ‘Patient Centered’ Is – And Isn’t, the author addresses patient satisfaction (or a lack thereof) in today’s hospitals. He shows the video of a 15 year old patient who discusses her complaints about her current inpatient stay and her suggestions to make it a better experience.

She talks about the need for sleep, the need to be a part of discussions about her care, and the desire to feel cared about as a person. A key quote is “I am a patient – and I need to be heard!”

Whether we’re working with our healthcare clients or those clients in other industries, this desire of customers to be heard can be overwhelming at times. The desire is often so strong because too many organizations are too deaf to the voice of the customer. Too many organizations strategize on what customers want instead of asking the customer. Too many leaders are focused on the product, service, or technical aspect of what they do that they lose sight of the people for whom they provide those services.

Too many hospitals preach customer care but haven’t taken the cultural approach to trying to embed the customer service mindset into every fabric of the organization – from hiring to training to processes to the facility to leadership modeling and internal communications.

They react to the complaints, they review the quarterly patient satisfaction survey results, but they don’t work to create a culture that encourages the ongoing engagement of the customer.

When you think of how to deliver a great customer experience, start with creating a culture of individuals and teams whose collective heart is focused on caring for its customers, and conveying that care for its customers.

Patient Satisfaction…from a Child’s Mouth to Our Ears.

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