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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

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

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Great Customer Service is Up to Great People

Posted on March 15, 2012 in Business Advice, World of Customer Service Please leave a comment

There’s a lot at play in the customer’s experience – it’s the phone system they wade through, the website that gives them directions, the signage that helps them navigate the store front, the process for returning an item. But what’s most at play in customer experiences it the interaction, the 2-way dialogue between employee and customer.

In the Southern Business Journal article It’s the customer! Learn to see service from patrons’ vantage point, the author quotes a sales manager at the “Wright Do-It Center” that says one of the keys to “great customer service for her store is hiring the right staff members — finding friendly, outgoing and positive people. New employees go through extensive customer service training, she says, and management tries to look for opportunities to reinforce what staff has learned.”

In other words, the best CRM system, the best phone system, the best website, and the best process need the best of employees to make it all work. They discuss the use of “secret shoppers” to assess performance and identify improvement opportunities. They address surveys to research customer preferences. But whatever needs to be changed or improved in the customer experience, it comes down to people designing the change. People implementing the change. People delivering the higher level of service.

No matter what your organization does to improve customer service, remember that it all starts with people. Try to hire, train, motivate, and otherwise enable employees to become great at customer service.

Identify the criteria you use to hire people, how you evaluate them, how you hold them accountable and motivate them to grow, how you tap their knowledge to understand the voice of the customer, and how you use their talents to constantly improve customer experience.

Don’t get so caught up in investing in the latest technological advance or marketing scheme that you lose sight of the key to it all.

To keep and grow with your customer base, keep and grow your best talent first.

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/


Of Cash, Customer, and Culture – The Goldman Sachs Exit

Posted on March 14, 2012 in Business Advice, World of Customer Service Please leave a comment

What is Corporate Greed? One way to define it is simply that all that matters is the company and making money – the benefit to the customer is irrelevant. In the article Why I Am Leaving Goldman Sachs, Greg Smith announces why he left a high paying job and a company he had represented for almost 12 years – Goldman Sachs.

Read the article – click above. I’m not going to say much on it since it largely speaks for itself.

But the salient customer service point is that the question “How will this benefit the customer?” is not the core of the decision-making process at Goldman Sachs, not even a part of the decision-making process. In fact, it might be the opposite of the question asked in the decision-making process.

If you want a culture of customer service – a culture that employees can take pride in – put that question back into the heart of your discussion.

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/


Banking on Deposits Requires More Than Acquisitions

Posted on February 23, 2012 in Business Advice, Carolinas Please leave a comment

Many small banks are trying to increase their core deposits, relying less on fees to generate revenue. And while this is a good thing for many banks, there needs to be a retention component to the core deposit growth strategy.

In the article Small Charlotte-area banks get creative in boosting core deposits, Adam O’Daniel makes the point that small banks in the Carolinas are attempting to increase core deposits (i.e., local deposits) to help fund growth because of their stable nature; remember that cash that comes in from loans or short-term investments creates more variability, uncertainty, and risks for banks than cash from core deposits.

The way many of these banks are growing core deposits is through acquisition. The concept is that if the small banks buy even smaller banks in small towns, the acquirer would have that stable cash flow for a long period of time to fund other activities. Without getting too much into the minutia, here’s the key customer retention-related point – just as banks have acquisition strategies to buy other banks, they need culture-oriented strategies and client retention and growth strategies which address the employees and customers they acquire.

Internally, these banks need to be looking at how they retain the small town staff that have formed the relationships with the customers – because the customer relationship and loyalty may be more with “my Teller, Betty” than with “Bank XYZ.” The banks need to ensure that executives are incented for retention just as much as profits, since the acquisition assumed that the core deposits would be retained. And the banks need to have processes in place to quickly analyze and get to know their new customers, build relationships with them, and proactively seek to grow those relationships once retention is solid.

When trying to grow through acquisition, make sure you’re not going to lose the good employees and solid clients you acquire. Understand what drives loyalty at the local level.

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

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/


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