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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

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

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The University versus the NBA

Posted on May 10, 2010 in Business Advice, Education, Sports Please leave a comment

There’s a lot that higher education and the National Basketball Association have in common. Yes, you read that correctly.

One of the biggest priorities that they have in common is their need to focus on their first year customers. The universities’ biggest risk of drop out or transfer occurs with freshmen. The NBA teams’ biggest risk of loss of season ticket holders comes with the first year season ticket holders. Both of these customer groups come in with certain expectations, certain dreams, certain perceptions that either they themselves have developed or that the organization has created with their marketing and recruiting and sales efforts. But the question is, how well are those expectations being met?

For organizations to do a great job in retaining first year customers – whether they be the student for the four-year university or the season ticket holder for the professional sports franchise – they need to make sure they have a “Year One Strategy.”

Much of what a Year One Strategy involves is research. Since you’re going through a sales process with a season ticket holder or going through a recruitment process for the new student, you need to take that opportunity to gather a great deal of intelligence on why they are coming to your organization and why they would go. You need to know what they understand and expect of their experience as a new customer, so you have an understanding of how well that will match with the reality that they are about to experience.

Setup an ongoing research strategy that involves an early survey of these individuals to gauge what their experience is like and what issues they might be having. As part of that Year One Strategy, you also need to have an ongoing intelligence-building set of research efforts taking place to gather more and more information about what is unique about these individuals, what they want to get out of their experience, and how satisfied they are with your organization.

The other key component of your Year One Strategy needs to be education. And that educational focus is not just for educational institutions, but it’s for any organization wanting to grow by retaining their existing customers. Part of the educational process needs to focus on getting your first year students, your first year customers, knowledgeable about your processes so they are comfortable working with your organization. You need to foster education of their knowledge of your products and services so they know how they can benefit from their relationship with your organization. You need to have an educational program in place to make sure you build comfort, confidence, and set realistic expectations in the minds of your customers.

Learn from the universities and the sports organizations of the world. Have a Year One Strategy that focuses on research and education.

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


To Streamline or To Serve? Yes, and Yes

Posted on May 6, 2010 in Business Advice, Government Please leave a comment

Many municipalities are taking on the dual goals of streamlining operations and improving customer service. It’s an interesting set of goals since so many people in business assume that improving customer service means adding people, adding services, and adding costs.

But customer service done right should facilitate cost reduction. It should do this primarily because of two different outcomes that effective customer service should achieve. The first is that improved customer service should reduce complaints and redundant contacts from customers. Processes are a huge part of customer service, and if the property bill is right, the resident is less likely to call to complain. If reserving the park shelter online worked, there is no need to place a complaint call to the municipality. If the caller calls in and gets to a person without an undue wait, they’re not going to abandon the call and make a second call. Doing things right the first time reduces contacts and other efforts that result from customer complaints.

The second way that great customer service facilitates cost reduction is that customer service done right implies having standardized and efficient processes which allow less room for individual employees to do things wrong, for errors to occur, for rework to be required. Customer service done right means that the self-service processes which customers use are simple, self-evident, timely, and attractive enough that the customer often prefers doing their own work over contacting an employee to do it for them.

Streamlining operations and improving customer service can co-exist…they SHOULD co-exist.

If your organization can do it right the first time, and if you can make your processes quick, simple, efficient, and high quality, you’ll notice customers are happier, and the workload will decrease.

It’s the win-win-win that customer, company, and employees all want.

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


If we were only treated like our pets…

Posted on April 29, 2010 in Business Advice, Carolinas, Healthcare, World of Customer Service Please leave a comment

I went to the veterinarian last week to take in our family cat – the one that had been in a fight with another cat and didn’t exactly win. Squeaky was on the mend, but the vet wanted to make sure that the antibiotics had worked and that her temperature was down.

When we walked into SouthPark Animal Hospital in Charlotte, NC, the two front desk staff greeted our cat like she was their long lost sister. “Hi, Squeaky!” they exclaimed. “We’re so happy to see you! How are you feeling? Are you better?!” Their love of cats (or at least in our mind, OUR cat) was evident. They took care of her, brought her back to the exam room to take her temperature, and when they brought her back out to the lobby, the vet assistant told my daughter and I that “We love Squeaky!”

Wow! It’s just a cat…isn’t it? Not to them…and not to us, either.

Let’s think about how this relates to us human beings. How often do you go into any other business and get a reception like this? How often do people’s faces light up, they smile, their voices convey enthusiasm at the sight of you? How often do they repeat your name? How often do they tell you how much they love (or at least enjoy) caring for you? How often do they enthusiastically give you the impression that you’re the most important person in the world at that moment?

What a great customer service world it would be if businesses conveyed how much they cared about us the way the staff at SouthPark Animal Hospital convey that they care about our pets!

If a business can muster this enthusiasm for Squeaky, let’s try to muster something similar for our 2-legged customers.

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


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