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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

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Who is Your Retention Director?

Posted on November 2, 2010 in Business Advice, Education Please leave a comment

Lamar University was just nominated for an award by the State of Texas. In the article titled “Mentoring program selected as finalist for Texas Higher Education Award” (http://www.lamar.edu/newsevents/news/207_8985.htm), Lamar’s African-American Male Professional Connections Mentoring Program is in the running for the prestigious award.

There are two especially interesting points in the article. First, the person interviewed from Lamar references how the sense of community on-campus (while the individual is a student) helps to lead to long-term involvement of alums post-graduation. So that sense of community is a huge driver of retention.

Second – and equally as compelling – is a point only referenced once in the article but which is key to any successful retention program. The individual from Lamar who was interviewed is the “Interim Associate Provost for Student Retention.” That’s right, his title puts him in charge of retention.

Think about all the initiatives that organizations have underway to improve the customer experience, or to retain students, to renew season ticket holders, or to enhance customer service. The ultimate goal of each is client retention and growth. But who is truly accountable in your organization for client retention and growth? Is it a committee, a team, a group…anybody?

By having someone with the title, an accountability structure is put in place, priorities are set, resources are dedicated, time is allotted. In other words, this University must be serious.

Make sure your organization is serious about retention. Make sure you have a designated team or person who is your Mr. or Ms. Retention.

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

Check out our new customer service book at http://www.amigreatat.com/


The NBA Beats the NFL?!

Posted on October 28, 2010 in Business Advice, Sports Please leave a comment

Although the National Football League is often highlighted as the cash cow, the ratings giant, the most popular sport in America, in reality in can’t hold a candle to the National Basketball Association…on Twitter.

In the article “For the Knicks on Twitter, It’s Already Post Season” (http://www.nytimes.com/2010/10/24/sports/basketball/24knicks.html?src=twrhp), the author notes how the NBA’s followers on Twitter (2.1 million) are the most of any American sports league.

So what does Twitter offer that fans want? Humanity.

These are not just athletes making millions of dollars, people who are too tall or too strong or too athletic for us to relate to on a personal level; when they tweet, they become normal – talking about religion, cooking, family, injuries, excitement, books, and travels. They become…human.

You’re not talking with them; they’re talking AT you, but what they say gives you an inside into their minds and hearts.

Teams acquire fans initially just like businesses acquire customers initially – with marketing, hype, ads, and flash.
But what develops loyalty from and retention of fans and customers alike is often relationship-based.

Make your product (even if it’s an NBA team), your service, your organization, and your people more human to the customer.

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

Check out our new customer service book at http://www.amigreatat.com/


Give Them a Vote

Posted on October 26, 2010 in Business Advice, Government Please leave a comment

In the Seattle Times article “Starting with citizen priorities builds a better budget in Redmond,” the Mayor of Redmond, WA, wrote about the local government’s budgeting process. While that’s not normally a cause for a customer service posting, the method described in the article (http://seattletimes.nwsource.com/html/opinion/2013081400_guest06marchione.html?prmid=op_ed) WAS customer-focused.

They inquired from the citizens what was most important to them in terms of the City environment. There were 6 priorities noted, and they were outcomes-oriented (“a vibrant business community; a clean environment; greater community connections; infrastructure investments to keep up with growth; a safe city; and a responsible government.”). To address these priorities, the City began focusing on customer service – and began to solicit employee suggestions to improve operations and expenditures.

The article continues to talk on about all the good they’ve accomplished, and I’m sure those details can be debated, but I won’t go there – this isn’t a political blog.

Where I will go is to the lesson learned from Redmond. There are times when your organization (like now for many companies) cannot be all things to all people. There are times when you can’t provide every service your customers want or every perk your employees desire. There are times when you have to say “No.” But one of the best ways to prioritize is to involve the people that will be impacted by the priorities you set.

If it’s a decision about a service your organization provides, bring customers into the decision-making process.

If it’s a decision about internal operations, the work environment, or employee motivation, bring employees into the decision-making process.

It’s easier to feel more confident that you made the right decision for the stakeholder if the stakeholder was a part of the decision.

Make customers and employees part of the process in making decisions that will impact them.

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

Check out our new customer service book at http://www.amigreatat.com/


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