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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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Create a Common Definition of Customer Service – 9/15/20

Posted on September 15, 2020 in Customer Service Tip of the Week Please leave a comment

Peter, Paul, and Marie are co-workers. They are all customer service representatives.  When Peter thinks of good customer service, he defines it as being friendly to the customer. “And I am friendly,” Peter says.  “That’s why I don’t know why they send me to customer service training.”

Paul thinks customer service is about being responsive.  When he gets e-mails, he replies right away that he got the message.  When he gets a voice message, he calls right back.  If the same customer calls 5 times for updates, that’s OK to Paul, because he’ll get back to that customer immediately every one of those 5 times.

Marie defines customer service as getting the customer what they want.  “If I do my job in getting them what they want, that’s all that matters. I hate when they whine that I was rude to them or short on the phone.  They got what they wanted, didn’t they?”

Peter, Paul, and Marie all have different definitions of customer service. They are all right…and they are all wrong.

Great customer service has a cordiality peace – a friendliness aspect.  Having that warm and positive engagement with another human being should always be a part of great customer service.

Delivering exceptional customer service also has a component of speed.  Being respectful of people’s time and responsive to their needs is a part of the process of serving a customer effectively.

And great customer service, in the end, should be about giving the customer what they need – it should be about striving to achieve outcomes as much as possible.

So, Peter, Paul, and Marie were all correct – what each emphasizes is part of the definition of customer service.  But they’re also wrong – each person has a limited view of what it means to deliver great customer service, and each individual’s version of great customer service will lead to a positive experience for only a subset of their customers.

For organizations to deliver great customer service, they need to create and instill a common vision among all staff of the desired customer experience.  Organizations need to make sure that definition is broad enough to address the attitude, the process, and striving for the desired outcome, as well.

Create a Common Definition of Customer Service.

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COVID-19 Demand Management Strategies for Customer Service Channels

Posted on September 15, 2020 in Business Advice Please leave a comment

We all want demand for our products or services.  This helps us to generate revenue and to provide something of value to our customers and communities.  But customer demand does not strictly relate to products and services.  Demand also relates to communications, information, issue resolution, education, and other aspects of the customer experience that surround the product or service itself.

In today’s COVID-19 world, organizations need to think more strategically about Demand Management, particularly for those types of demand – those reflected in the utilization of various customer channels.  Customers can engage an organization via the web, the telephone, e-mail, social media, or onsite visits. But to think strategically, we have to ask some very basic questions first:

  • What mix of demand for customer channels does the organization want?
  • What mix does the customer want?
  • How does your organization create consistency regardless of which channel is selected?

 
In working with our clients, especially those in the COVID-19 world that are trying to be effective despite having largely remote employees and having financial concerns, a key question that clients ask us is:  How can we manage or reduce costs and still deliver a great customer experience…remotely?

While there is no one answer for any organization since each organization’s customer base, services, environment, mission, and goals may all be different, there are some Key Imperatives that any organization can use when crafting a strategy, and these Imperatives have a strong relationship to Demand Management:

  • Know Channel Customer Costs: Understand key financial metrics such as cost per transaction, or cost per customer (per year or per lifecycle).  By understanding these metrics, you can understand which customer engagement channels could drive up (or down) your short-term and long-term costs.
  • Gauge Current Demand and Outcomes: Be clear on current demand levels and their relative customer success.  Believe it or not, very few organizations can quickly and clearly tell you how many customer engagements they have via the web v. via phone. How many engagements do they have via e-mail versus onsite visits?  And even if they can provide numbers such as those, they cannot provide you with good data on the outcomes of those engagements.
  • Assess Consistency of Quality: Finally, understand the quality and depth of response to the same customer question when it is addressed across all the different channels.  In order to manage demand, we need to ensure that there is consistent quality regardless of to which channel the demand may be shifted.

 
To be strategic about shifting customer demand in your customer service and experience channels during COVID-19, start with a clear understanding of these three Key Imperatives.


Hard work never killed anybody, but why take a chance? – 9/8/20

Posted on September 8, 2020 in Customer Service Tip of the Week Please leave a comment

This is a quote by Edgar Bergen.  He’s one of the most famous ventriloquists of all time, but I guess he wasn’t necessarily one of the hardest workers of all time.  By sharing this quote, I am not supporting the idea that we shouldn’t work hard…or am I?

We only have so many work hours in the day – hopefully we have some time for our personal lives and for sleep. But the work is still there to be done.  The question is, how do we find ways to work less hard?

I’m not suggesting we find ways to be less productive or less quality-oriented or less customer-service oriented.  I’m just posing the question:  How can we find ways to work a little bit smarter and a little less hard?

Ask yourself a few questions:

  • When do I write things on paper that I have to keep track of and manage (or rekey into a computer) which I could instead log directly into the computer and save?
  • When do I touch a document or a project or spreadsheet or report or an e-mail 3-4 times, when I could touch it once?
  • When do I copy 5 or 10 or 20 people on an e-mail who all now have to read that e-mail, when I could copy 1 or 2? Similarly, when do I get copied unnecessarily when I could reach out to those senders and let them know they don’t need to copy me under certain circumstances?
  • Could I do a better job of planning my day today – and working my plan today – so I don’t have to constantly think today about what I need to be doing tomorrow?
  • Is there a report or document that I produce once a week that I could stop producing and no one would ever notice or ever care?
  • If I slept an extra 10 minutes or drank an extra cup of water or ate 1 less candy bar (Milky Way is my preference), would I be able to work a little shorter day and have the energy to get a little bit more done?

 

These are some simple questions, and if we can come up with answers to a few of them and implement solutions, maybe we would find ourselves working a little less hard and yet being a little bit more productive, more focused, more energetic, and producing a little higher quality work.

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