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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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Federally-Driven Health Insurance and the Future of Customer Care

Posted on July 12, 2012 in Business Advice, Healthcare Please leave a comment

Who would want the Federal Government telling them what to do? Well…for a price…a lot of businesses. Many observers wonder why the insurance industry is behind the Federal Government mandating insurance coverage for all. The quick answer is this – if your product was mandated, how much would you fight Government involvement? If you’re Dunkin’ Donuts, and every individual in the country is required to eat a glazed donut every day, would you object? If you were Schwinn, and every person in America had to buy a new bike every year, would you object?

Yes, with that requirement will come a lot of oversight, but the insurance companies are looking in the short-term more at the increase in demand, not the increase in oversight.

And why are we discussing this? Because the structure of the legislation should result in at least one good thing for citizens – improved customer service from insurance companies. According to an article in Forbes magazine titled Why Customer Service Matters in the New Healthcare Insurance Landscape, insurers will “have to deal with challenges such as competition, price and margin pressure, and consumer education. In this environment, cost-effective, yet, reliable direct-to-consumer customer service before, during and after the initial “sale” will be a critical competence for success.”

The tips provided for the insurers in the article include the following:

1. Hire/retain great staff.

2. Make it easy for the customer to do business with you.

3. Go to the customer to serve them.

I made these tips a little more generic to illustrate the broader point of the article. No matter what kind of business you’re in, great customer service involves three core pieces: Your people, your processes, and your customers. Take all the strategies in the world on customer service, and boil it down to these three. Consider the following questions:

1. What are the characteristics of your best employees? Identify them, build those skills, and look to acquire others that have these best practice qualities.

2. How can you make things quick, self-evident, and simple on the customer do business with you? How can you make it equally as easy for your employees to deliver great service?

3. Determine where your customers make decisions, where they use your services, where they get information about your company and your competitors. What can you do to be more present with your customers?

If your business (or the health insurers themselves) answer these questions and take action, maybe the future of customer care may be a little brighter.

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 Customer Service Consulting Services: http://cssamerica.com/csshealth.htm


Be GREAT? Just try Beating Competitors First…

Posted on July 2, 2012 in Business Advice, World of Customer Service Please leave a comment

So many organizations desire to be “Great” or “Phenomenal” or…ugh…“World Class” at customer service. I even wrote a book on how an individual can become GREAT at customer service.

But when you’re a business, not an individual, avoid the talk of “Great” or “Phenomenal” or “World Class,” and try something different.

Simply try to beat your competitors’ customer service.

Why is Chick-fil-A noted as a company GREAT at customer service? Sure they’re really good, but look at their competition. It’s not that Chick-fil-A is perfect; it’s more that they are SO MUCH BETTER than their competition that they get recognized for customer service.

Why are credit unions loved for customer service? They’re generally more personal in their service, but the typical customer experience at a credit union doesn’t make you go “Wow!” Credit unions are perceived to have a customer service advantage in large part because banks are comparatively so poor in customer service.

Why do Harris Teeter and Publix get a lot of accolades for customer service? They’re good, but so much of what makes them look good is the fact that much of their competition is so bad.

If you’re in a business that wants to have a reputation for great customer service, don’t feel like you have to rise to Disney or Nordstrom levels of customer service. Just look at your competitors and evaluate their customer service. Mystery shop your competitors. See what they do right and wrong.

And determine how to create a customer experience that is SO MUCH BETTER than competitors that your company will be talked about in the same breath as other great customer service organizations!

Be GREAT? Just try beating your competitors first.

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

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


Riding the Train to Better Customer Service

Posted on June 13, 2012 in Business Advice, World of Customer Service Please leave a comment

For those of you from “my era,” you may remember the song “Metro” by the rock group Berlin. The singer was on a train from Paris to London, met her boyfriend in a pouring rain, and he was “Swimming through apologies.”

Well the group Berlin must have been ahead of its time, because there is a modern day Metro that apparently got tired of giving apologies, and they decided to do something about it.

In the article Metro To Revamp Customer Service, the author discusses how the Fairfax Metro system is creating a new customer service program. After dealing with numerous complaints, the Metro has created a “Customer Service Action Plan” to improve the customer experience. Let’s quickly review the key plan points:

  • Provide customer service training
  • Put new electronic displays in the train stations
  • Improve their payment card system
  • Upgrade the stations themselves with better lighting and other improvements
  • Address and communicate better about security and youth behavior.

If we take a broad assessment of these key points, they deal with the impact of staff on the experience, process improvement, facility layout/signage, external communications, and safety. From that broad perspective, that’s very good. That deals with people, processes, and products. It deals with communications to the public. So we like the comprehensive nature of what they’re trying to do. So what are they missing?

How will they reinforce the importance of customer service and skills with staff after the training? What will they do to ensure the trains run on time? How can they ensure that processes (other than payment processes) are quick and self-evident?

When you think of revamping your organization’s customer experience, be comprehensive enough to address your people, processes, and products. But don’t just do something that will make an impact today. Incorporate plans to continually communicate and improve the experience in the future.

Ride the train to GREAT customer service!

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