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


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 Read more

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


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 Read more

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


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 Read more

Fix One Problem without Creating Another - 10/29/24


If you’ve ever had an issue with your dishwasher, this will sound familiar.  I’ve dealt with so many dishwashers over the years, and they always seem to have some kind of an issue.  Maybe it’s because of the mix of water and technology, but for whatever reason, these never Read more

Delight Your Customers - 10/22/24


Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way Read more

A More Complete Definition of Responsiveness - 10/15/24


I was purchasing something recently that was being custom-developed.  At one point, the company’s employee and I had a good 20 e-mails going back and forth - 10 from each of us.  Unfortunately, I broke my own rule, and I did not pick up the phone after 2 or Read more

Have a Game Plan to Address Their Anxiety - 10/8/24


It seems like we all get deliveries - whether it is UPS, USPS, FedEx, Amazon, the local courier, or all the above.  We order.  They deliver.  Or do they? It’s times like these, when we’re expecting that package, that item that we’re looking forward to or need urgently or are Read more

How Persistence Saved the Day - 10/1/24


Sherrie saw the customer walk into her store holding his cell phone, and Sherrie immediately knew that was William.  She had spoken to William on the phone about an hour ago, he said he would be at Sherrie’s cell phone store in less than an hour, and there he Read more

Notice the Little Changes - 9/24/24


“My, how times have changed.” Yes, times have changed.  As a matter of fact, one of the biggest reasons why an organization’s customer service deteriorates is that times have changed…customers have changed…and the company has not… If we think about customer service delivery today v. decades ago, changes in technology alone Read more

Don’t Hurry…Be Quick - 9/17/24


No, this is not a take off on the Bobby McFerrin song:  Don’t Worry Be Happy. It’s actually a take off on the John Wooden quote:  Be quick, but don’t hurry. When I read Wooden’s book with this title, I liked the concept, and not just because John Wooden was a Read more

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Know What You Don’t Know – 11/5/19

Posted on November 5, 2019 in Customer Service Tip of the Week Please leave a comment

Twitter, Instagram, Facebook – yak, yak, yak.  In the social media world, there’s an awful lot of talk that goes on and a lot of opinions shared.  But sometimes those opinions are not based on any level of deep knowledge. Sometimes they are based on assumptions.

In the world of customer service, basing actions on assumptions is a risk we shouldn’t take, and it’s a risk we do not need to take either.  Taking action is work. Taking action also requires a customer’s time and almost always has some kind of an impact on the customer.  So before we take an action, let’s make sure we know what we need to know.

When responding to a customer need, briefly in your mind run through a mental checklist.  Run through the 5 W’s:  Do you know the Who, What, When, Where, and Why?  If not, these are questions you can ask the customer to give you the information you need before you take action:

  • Who – The name of the person with the need or those involved in the request.
    • Can I get your name, please?
    • Who needs this service?
    • Can I get the name of the person needing this item?
    • To whom am I speaking?
  • What – A description of what they want done.
    • Which service do you need?
    • What would you like done?
    • Which item are we discussing?
  • When – A common understanding of timeframe – when it’s needed.
    • By when do you need this done?
    • When do you need to receive this item?
    • What date are you considering?
  • Where – The location where something needs to take place.
    • Where does this need to be held?
    • Where are you located?
    • To where does this need to be delivered?
  • Why – An understanding of the other person’s goal.
    • What are you hoping to accomplish?
    • What’s your ultimate goal?
    • Can you help me understand the result you’re looking to achieve?

Before you take action for the customer, first know what you don’t know.  Then get to know what you need to know to address the need right the first time.

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Service, Sports, and Self-Control – 10/29/19

Posted on October 29, 2019 in Customer Service Tip of the Week Please leave a comment

When I was growing up, I played a lot of golf. I practiced a lot, and I could score pretty well. However, when something went bad, when I hit a tee shot into the woods or dumped an iron shot into a lake, I would become unglued. Then every other shot, every other hole, was an emotional challenge. My attitude suffered, and my score suffered.

These days, I rarely play golf, but when I do there is so much less negative emotion involved after every mistake or every missed shot. Even though I miss-hit a lot more shots than I did when I was playing and practicing, one bad shot does not automatically lead to another. One bad hole does not automatically lead to another.

The difference is partly attitude, but it is also self-control. Self-control has a huge effect on an employee’s success in customer service as well.

It’s very difficult to talk to people via the web, via the phone, face-to-face, and via text, and to be consistently good if we allow one bad encounter to get to us. In customer service, it’s difficult to deal with the angry customers (and the occasional crazy customer!) if we allow that interaction or that one word or just that person’s “way” to influence what we do the rest of the day.

Self-control means making sure that we are listening to our bodies and monitoring our thoughts in these difficult circumstances. It means trying to stay loose and open mentally and physically despite the tension that surrounds us.

Having self-control is about controlling our emotions, being able to get through our initial reactions and – instead –respond in a way that is not knee-jerk. Having self-control means talking positively to ourselves when we’re getting ready to go into difficult meetings or hop on calls with customers who we know have issues. That level of self-control and managing our own emotions will help us to manage our part of the conversation that much better.

The idea is that bad stuff is going to happen in the business world just like I’m going to hit the shot out-of-bounds or I’m going to miss a 2-foot putt in golf. But if you have self-control, bad circumstances do not frustrate you as much. When you do something wrong, you’re not is likely to get angry with yourself, and when bad things happen at one point, you’re less likely to allow those situations to snowball throughout the remainder of your day.

Get in the habit of doing some self-monitoring of your thoughts and emotions so that you have the self-control you need to not let one bad apple or one bad encounter lead you into a bad day.

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What it Means to Respect Someone’s Time – 10/22/19

Posted on October 22, 2019 in Customer Service Tip of the Week Please leave a comment

Whether it is with a client when I realize that the meeting might go long, or possibly it’s in a workshop where I’m trying to end one conversation so we can move on to the next topic, there is a phrase I’ve used many times, and I mean it sincerely: I want to be respectful of your time.

Time is a valuable commodity. In this world that we live in, people are often so busy, they feel like they don’t have time, and maybe they truly don’t in that moment. One thing is for sure, whether people truly have time or not, they don’t want to feel like their time is being wasted. So, as someone who works in customer service, how do you respect someone’s time?

Look at it through the lens of the acronym BDA. BDA stands for Before, During, and After.

When you first engage a customer, thank them for the time they spent Before they got to you. Particularly if this is a follow-up question or request of theirs, or if they drove to your location, say Thanks for coming in! Show appreciation for what they went through prior to coming to you. Oftentimes you’re having a 2-minute conversation face-to-face with somebody who’s already accessed your website, called your co-worker, driven through rain and snow and gloom of night, and waited in line just to see you.

During refers to the conversation itself. Try to be as efficient as possible in meeting that customer’s needs; early on confirm how much time the customer has so that you know if they have 2 minutes or 20 minutes to sit with you. By understanding what’s going on in their mind from a time perspective – by knowing whether they are rushed or relaxed – you can best value their time in that interaction.

After refers to thinking about what’s going to happen next. If they have a next step that they need to take, or if there’s going to be some delay in your follow-up because of some internal process or communication or decision that needs to be made, let them know that you appreciate the forms they will be filling out. Let them know you appreciate their patience as they wait for an answer or resolution to their question.

To show that you value someone’s time, to be respectful of someone’s time, engage the customer with your understanding of what time they put into this interaction Before, During, and After.

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