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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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Communicate Crisply – 4/11/23

Posted on April 11, 2023 in Customer Service Tip of the Week Please leave a comment

I try to make these tips around 300 words, but oftentimes I’m North of 400.  I work hard to pare down the words because I don’t want one or two core points being lost in a barrage of verbosity.

Phrases like lost in a barrage of verbosity are the things that might come out of my mouth initially.  But I try to avoid these phrases when sending messages because I want to be clear to the person with whom I’m speaking, so that they can more quickly and easily understand.

Part of how you convey respect in customer service is how you communicate with others, and one often overlooked method of communication is writing.  Our e-mails, in particular, could be more clear, more crisp.

When I say crisp, look at your e-mails sent to co-workers and customers.  Can the key information be gleaned in under 60 seconds?

If not, here are a few quick ways to make your writing crisp:

  • Take out the prepositional phrases. Did I really need to write “to the person with whom I’m speaking” above?
  • Eliminate the acronyms that are going to create follow-up communications requesting clarification.
  • Go for the shorter sentences rather than the long.
  • Use those bullet points.
  • Highlight the 1-2 points that you want them to take away from the message.

 
Be clear, but be a bit of a minimalist.

I naturally use a lot of words when I write, so I have to proof and narrow my initial draft.  Maybe it takes me an extra minute, but out of respect for the customer/co-worker, I try to pare it down so they can quickly and clearly understand what to do next or what I’m trying to convey.

In business writing for customer service, communicate crisply.

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Improve Co-worker Rapport to Improve the Customer Experience – 4/4/23

Posted on April 4, 2023 in Customer Service Tip of the Week Please leave a comment

The movers were packing up the house.  It was a stressful time for Janine.  She was having to move her aging parents to a new city in a new State to help care for them.  The parents were leaving behind friends and a community where they’d lived for most of their lives.  Janine and her sister were doing all of the planning, working through all the logistics, and spending all the time and the efforts and the lack of sleep to make the move happen.

As she was working with the moving company, packing up the house, it would have been easy for Janine to let the burden of the situation overtake her.  But in the moment, there was something that made the packing and the moving experience more pleasant.

Even when she wasn’t talking to the moving team, she was noticing them.  They were talking with each other.  They used respectful tones.  There was smiling and occasional laughter.  They were productive and moved efficiently, but there was still a professionalism and a politeness with how they interacted with each other.

In short, the employees got along with each other.

For Janine, the overall environment in the home was noticeably more upbeat, more energetic, more positive, and more collaborative.  The atmosphere and the experience were much better because the moving team had a rapport with each other.

For organizations that care about the customer, oftentimes they focus the customer experience on their engagement with that individual.  But when more than one employee is involved in a conference call, at an in-person meeting, some kind of video conference, how the staff engage each other also has an effect on the feel of the experience.

Convey the pleasantness, politeness, productivity, and professionalism with your co-workers that we’re all expected to convey with our customers.

Improve Co-worker Rapport to Improve the Customer Experience.

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G.A.B. – The Survey Guiding Principles – 3/28/23

Posted on March 28, 2023 in Customer Service Tip of the Week Please leave a comment

You’re excited!  The company has okayed your conducting a survey, and you immediately think of a half dozen questions you want to ask every customer.  You document your questions, get input from others, and all of a sudden you have a Word document with 36 questions instead of 6.  Now, what do you do?

Some clients engage us before they get into the particulars of the survey instrument.  Other clients come to us after they’ve already created that 36 question survey.  In either case, before you dive into the details of the survey questions, here are 3 Guiding Principles that could govern your decision-making about the overall design of the survey:

Goal-driven – Make sure that the questions are addressing your overall goals for the research.  The goals should drive what information you seek, which should drive the structure of the survey and the wording of the questions – it shouldn’t be the other way around.  Create the survey instrument around your goals, and when you have that draft put together, make sure each question aligns with what you’re trying to accomplish.

Actionable – For each question, give consideration to what would be done with the information.  Could you act upon the results?  What will the metrics potentially tell you? Are you evaluating attributes against each other, against historical data, against national benchmarks?  And how are you going to act differently based on ratings?  For the open-ended questions, are you going to utilize the common themes to improve operations, change strategies, reward and recognize others?  If the question is not actionable, why would you even ask?

Balanced – Ensure that there is a relatively even mix of questions seeking positives as well as questions seeking opportunities for improvement.  This is something that few of our clients consider.  Some clients are primarily looking for constructive feedback – and the tone of the survey can get the customer thinking too negatively and elicit too many negative stories.  Others are looking just for positives to use to market themselves internally or make themselves look good.  Instead, the survey should be balanced.  Research should help you to identify what is not working well while also helping understand where you can strengthen your strengths.

Let the goals of the survey drive the focus of the questions.  Ensure that the questions are structured to be actionable.  Create an overall balance of identifying what could be better as well as knowing what already is providing a great customer experience.

Design your survey to align to the G.A.B. Guiding Principles.

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