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Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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Don’t Hurry…Be Quick – 9/17/24

Posted on September 17, 2024 in Customer Service Tip of the Week Please leave a comment

No, this is not a take off on the Bobby McFerrin song:  Don’t Worry Be Happy.

It’s actually a take off on the John Wooden quote:  Be quick, but don’t hurry.

When I read Wooden’s book with this title, I liked the concept, and not just because John Wooden was a great basketball coach and – apparently – a great person. With his UCLA Bruins college basketball teams, he had success that has never been rivaled – having won 10 NCAA tournament championships.  And that is not a typo – 10!

Wooden said that if you’re in a hurry, you make mistakes.  He doesn’t want mistakes.  He wants achievement.

In order to be quick, it helps tremendously to know what to do.  You can achieve more if you’re quick, efficient, with little wasted motion or effort.

I guess that a less creative way to say “Be quick, but don’t hurry” is to say: You can achieve more the more you know, and the fewer mistakes you make.

Never lose sight of the fact that hurrying through things can hurt the quality of your customer service.  Rushing conversations, speeding through forms and documents without reviewing, avoiding a QA check because “I’ve done this 1000 times,” or skipping a few process steps – these all can result in mistakes, in issues, in rework, in complaints.

And never forget that the more you invest in your knowledge of people, processes, systems, policies, and places, the better equipped you are to handle things right the first time, and usually with less help.

Look at your job through the eyes of a master teacher – Be quick, but don’t hurry.

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4 Actions for the Customer – 9/10/24

Posted on September 10, 2024 in Customer Service Tip of the Week Please leave a comment

One way to look at the difference between proactive and reactive is that proactive is something that’s often done before it absolutely has to be done.  Maybe it’s something done that really doesn’t have to occur, but your professionalism takes over, and some action or communication that you know in your gut should be performed is performed.  Reactive is an after-the-fact action.  You’re in that tennis match, and somebody just hit a volley over the net, so now the ball’s in your court.

In customer service, oftentimes we have advanced knowledge of what could happen, or we know before the customer what did happen.  And the difference between proactive and reactive in this case is that we are initiating contact with the customer or on behalf of the customer when we’re being proactive.  When being reactive, we rarely act on that advanced knowledge, and therefore find ourselves reacting when the customer learns of the issue in some other way than hearing it from us.

With proactive communications, we’re more in control because we’re initiating the engagement.  With reactive communications, we’re often dealing with the emotions of somebody else and are unprepared emotionally or informationally.

Let’s assume that it’s usually better to be proactive than reactive; so, here are 4 actions to consider if you want to be more proactive:

Give the Update: Let the customer know if there’s going to be a delay, if things are on track, what next steps they need to consider.  Keep them in the loop without them having to ask for an update.

Follow-Up: After a purchase or a request is filled or an issue is resolved, touch base with the customer to ensure they got the need met and they’re satisfied with the result.

Suggest Something Beneficial: If you know the customer and their needs well, recommend a product or service that might be helpful to them.  Selling is not a bad word in customer service if what you’re suggesting benefits the customer.

Remind about Maintenance: If they need to update their account information, download a mobile app, do routine maintenance on a car, or fill out some paperwork, give them a friendly reminder so that they’re not in a situation where they miss a deadline or are dealing with something out-of-date.

To do something with tangible benefits for the customer, take these four actions.

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Reflect the Best of Your Customers – 8/27/24

Posted on August 27, 2024 in Customer Service Tip of the Week Please leave a comment

When Alice walks into a business, whether it’s a restaurant or government building, whether it’s a Goodwill or a grocery store, she has a certain way about her.  She’s the customer, and it’s not unusual to hear her say to the employee:  Thanks for being here today!

It’s not unusual for Alice to keep the conversation going when the employee is ringing her up during a sale.  Alice will compliment a ring an employee is wearing or how helpful they were during their conversation.

Alice will talk to a customer service rep on the phone, and she’ll thank the employee for being patient with her questions.

If there was a role play during customer service training, and somebody was pretending to be a customer like Alice, the people watching the role play would likely say:  That customer is so nice!  Unfortunately, it’s just not realistic. Customers are not really like that.

Believe it or not, if we – the employees – were acting like Alice, customers would say the same thing about us:  Wow, that employee is so nice!  I wish all employees were like that.  I wish all employees had a good attitude, were appreciative of me coming in or giving them a call.  I wish all employees would continue to chat with me while they’re doing some activity.  I wish employees would be a bit more patient with me and ask me more questions.

Alice may be an unusually nice customer, but – for many customers – it would be unusual for them to engage an employee who is just as nice, just as appreciative.

One way to convey we care about customers is to reflect what we see in the best of our customers.  The best customer attitudes.  The best customer communication skills.

Reflect the best of your customers to deliver a great customer experience.

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