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Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

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

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Acting on the Guiding Principles for Great Customer Service – 11/19/24

Posted on November 19, 2024 in Customer Service Tip of the Week Please leave a comment

In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW.

Engage with Interest: To engage with interest, proactively start the conversation.  Take that monkey off the customer’s back to initiate the engagement.  Immediately be self-aware of your body language, like you’re looking in a mirror, and you’re checking yourself if you’re putting off any negative vibes.  Think about your tone of voice, ensuring that it has a bit of energy, has a positive flow.

Seek to Understand their Uniqueness: Be inquisitive, ask questions, understand them and their situation more specifically.  Clarify your understanding of anything that’s unclear, and make a confirming statement back to ensure you are stating your understanding of what they’ve just shared.

Figure Out How to Help: Identify solutions, identify alternatives when what they suggest just cannot happen, for whatever reason.  The more uniquely you understand their situation, the more you can put yourself in the position of being the solution provider.  Figure out how to help.

Take Action: Do what was promised, or if your co-worker needed to take the next step, make sure they did as was asked in a timely manner.

Convey that You Followed Through: Tell the customer what you did, or share what action was taken by your co-worker on behalf of the customer.  If appropriate and available, let the customer know the outcome.  If you’re making all these efforts to support the customer, ensure that they know that you followed through.

Turn Guiding Principles into a Great Experience.  Put principles into action.

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Guiding Principles for Great Customer Service – 11/12/24

Posted on November 12, 2024 in Customer Service Tip of the Week Please leave a comment

It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to customer…or minute to minute.

So, handling a customer situation well is as much about knowing what to do and WHY, as it is knowing HOW to do it.  Therefore, here are 5 Guiding Principles for delivering consistently solid customer service:

Engage with Interest

We need to show that we’re focused on the other person. That they are important. That they are not a number.  Show them that they are a priority.

Seek to Understand their Uniqueness

We don’t want them to perceive that we’re viewing them as anything other than a unique individual.  We must be inquisitive enough to understand what’s unique about them, what’s unique about their situation.  Our desire to understand helps us to convey empathy.

Figure Out How to Help

In most cases customers want us to help them resolve an issue, get a need met, get a question answered, address a certain goal.  Try to determine how to help them get to that next step, get to that solution.

Take Action

It’s not enough to engage somebody; we need to also take action on their behalf, or help them to take the needed action.

Convey that You Followed Through

If you and the customer discussed the next step, and you took action on their behalf, make sure they know you took that action.  If possible, make sure they know the outcome.  For many customers, there’s doubt in their mind until you confirm that you followed through.

These principles are about interest, information, solution, action, and follow-through.

Focus on the Guiding Principles for Great Customer Service: Engage with interest, Seek to understand their uniqueness, Figure out how to help, Take action, and Convey that you followed through.

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From a Simple Question to an Exceptional Experience – 11/5/24

Posted on November 5, 2024 in Customer Service Tip of the Week Please leave a comment

Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well.

A customer had ordered a register book off the company website.  A register book is essentially a small but classy hardcover notebook with blank lines.  When some people rent their homes for short visits, they might have visitors leave a little note about their experiences in a register book.

But this particular customer ordered the register as a sign-in book for a relative’s funeral service.  The customer ordered the book, and the tracking details for the shipment were provided the next day.  The customer noticed that the book would be delivered to his home next week – the day before the service – and the service was going to be at a church out of town.

He Found a Backup

The customer didn’t want to risk not having the register, so he went to a local store and found one that could be a backup.  It turns out the family liked the backup better, and they went with that one instead of the one that was delivered from Phyllis’ company.

After the service, the customer e-mailed Phyllis’ company, and she was the one checking the inbox.  Phyllis read the customer’s request for a description of the return process, so she replied back with an e-mail about the process, and Phyllis professionally asked why the book was being returned.

WOW!

When the customer noted it was going to be used for a funeral, Phyllis replied back and told the customer that she had fully refunded the item.  She said that the customer could keep it for any future need or for a donation to a local charity.  The customer was floored – very grateful for and touched by Phyllis’ actions.

Phyllis was empowered to do what was right for the customer, even if that meant giving an unsolicited refund due to special circumstances.  She showed heart, the customer showed appreciation, and that positive story will be told over and over and over again.

When a customer has an issue or a return or a concern, ask enough questions to understand the story, and there are times that what you learn can lead to a great customer experience.

Your willingness to ask a simple question can enable you to provide exceptional service.

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