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Build Goodwill with Co-workers and Customers - 11/10/26


All relationships are different.  We want to have good relationships with co-workers, after all – those are the people we spend the most time with each week.  We want to have good relationships with customers since they’re the ones that provide the revenue and inflows that allow us to Read more

How to Avoid “Groundhog Day” - 11/3/26


It’s Groundhog Day, where you’re living the same day over and over and over again. You have heard basically the same complaint from 4 different customers in the past week.  The bill is incorrect or confusing, and you’re having to spend a ton of time explaining things to the customer. You’ve Read more

Beware of Scary Telephone Customer Service - 10/27/26


As we near the Halloween holiday in the United States, it seems appropriate to discuss examples of scary customer service, particularly on the telephone.  Here are a few common issues that frustrate and annoy customers.  These are experiences to avoid delivering, and alternatives to adopt: The customer calls, describes their Read more

The Art of the Successful Script - 10/20/26


You’re the customer.  You go to the store, and they ask if you have a loyalty card.  You call the doctor’s office, and they ask for your birth date.   You walk up to the counter, and they ask if you found everything you were looking for. These are all valid Read more

The Key Building Block for Your Customer Relationship - 10/13/26


An automotive manufacturer gets supplies for their vehicles from all over the world.  They have arrangements, service level agreements, expectations for timing and quality of all the parts.  And when they gather all these supplies, they assemble the cars.  They test the cars.  Then they take pictures of those Read more

Be Flexible to Fill the Gaps - 10/6/26


The non-profit has the expected challenges.  There are only 3 people in the organization, yet, they have the same responsibilities of a larger company.  They have to do finance, sales, marketing; they deliver their services to the community, and they need to keep a pulse on what’s going on Read more

Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to 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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