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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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Never Before… – 8/4/20

Posted on August 4, 2020 in Customer Service Tip of the Week Please leave a comment

The importance of customer service is at the forefront again in our economy.  We noticed this clearly in the early 2000s when the country’s economy struggled, and we noticed it again during the Great Recession several years later.  Today, with yet another set of unexpected and extreme economic challenges, companies are fighting to keep customers.  They’re coming up with creative ways to change the customer experience.  They are trying to identify unique opportunities to provide customer service in a way that works best for the customer.

We’re seeing enhanced delivery of services and packages.  We’re seeing the offer from businesses to take products out to customers while they are in the car.  We see employees wearing masks and facilities being sanitized like never before.  We’re seeing acceleration of technology options for customers to browse and to buy and get their questions answered.

But the products themselves remain relatively the same. The services themselves remain relatively the same.  The programs themselves remain relatively the same.

So, what is different?

We’ve always defined customer service as the Attitude (and skills, knowledge) conveyed by employees and the Processes within which the customer experiences the service and the product.  These are the areas where companies are making significant change.  They are improving customer service by improving Attitudes and Processes.

Companies are realizing the importance of retention and the value of the customer more and more, and they are finding different ways to deliver the same product.  They’re more overtly appreciative of the customers they have and those that are taking the steps to stay with the businesses.

There are many lessons learned here, but the one key takeaway is that customer service matters.  Customer service adds value.  Customer service leads to higher retention and sales.  And customer service is about serving the customers in a manner that would work best for the customer.

The keep a customer, find out how to best serve the customer.

Serve like never before.

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Effectively Teach the Customer – 7/28/20

Posted on July 28, 2020 in Customer Service Tip of the Week Please leave a comment

The 1985 Harris and Rosenthal research project conveyed what really improves student learning based on the interaction with the teacher.  The top two factors that teachers used to increase learning were (1) The duration of the interaction with the student and (2) The encouragement of the student.  In 3rd and 4th place were gestures and smiles, and since we talk a lot about body language, will defer those for now.

So, let’s talk about the top two and how they relate to customer service.  Oftentimes, you are in the role of being a teacher to the customer – particularly in this COVID-19 world where we’re having to do things differently, where customers are having to do things differently, or customers are often having to do things for themselves.  If we want them to retain what we teach, we need to shift some of the past paradigms in the customer service world.

Longer Conversations – First, a short customer conversation may be good for a call center’s handle times, but it’s bad for a customer’s learning.  Increasing our patience, planning for more time with customer encounters, and ensuring customer understanding of processes, activities, and expectations – these actions have the greatest effect on how well the customer learns what we’re teaching them.

Encouragement – Second, it’s not just a matter of conveying the right information and allocating the time to it.  It’s also a matter of encouraging the customer. I know we don’t often think of ourselves as the coach to the player as employees to the customer, but when we are helping them to help themselves and expecting them to do things differently, we need to encourage them just like coaches encourage players.  We need to give them positive feedback just like teachers should with students or – for that matter – we should with each other.

When you find yourself in the role of educating others, allow for longer interactions with customers, and ensure the content is complemented by your encouragement of the customer.

Be a great teacher to your customers.

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Meet on Equal and Even Ground – 7/21/20

Posted on July 21, 2020 in Customer Service Tip of the Week Please leave a comment

“To be of most service to my brother, I must meet him on the most equal and even ground.”  Henry David Thoreau wrote this in 1841, and it applies almost 180 years later in customer service.

We often talk about empathy, and empathy relates to an employee having an understanding of the customer – where they’re at and what their situation is at that time.  Thoreau is referencing the same thing.  For us to be of service to others, we need to try to get on equal ground, even ground.

Where is this other person at this moment?  Is the customer in an emotional state?  Are they upset or angry or anxious?  What did they do to get to this point where they are in front of us or on the phone with us or sending us the e-mail or text?  The answers to these questions provide the “ground.”  We create a common understanding of their current footing and how they got to this place.

But for us to best serve, we must also be equal.  How can we turn that understanding of their ground into creating a position of equality?  We have to think about how we’re speaking to that person.  We have to think about the words that we use based on their situation.  We have to consider how well we listen and how well we portray that we’re listening.  We have to use some of their words when responding in dialogue to them.  We need to reflect their tone or at least a slightly softer tone when they are loud.

To be of best service to someone, understand where they are and how they got there, then consciously try to reflect them.

To best serve others, meet on equal and even ground.

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