customer service | Customer Service Solutions, Inc. - Page 48

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

Become a Best Practice – 11/26/19

Posted on in Customer Service Tip of the Week Please leave a comment

When evaluating the service that our clients provide to their customers, we look at all sorts of things – from employee attitudes to knowledge, from service skills to procedures, systems, and technology.  We look at navigation to and within the facilities, and we look at layout and signage and how they help to direct.  We notice when expectations are set, and how expectations are met.

The reason we’re looking at all these different factors is that different customers evaluate their service experience in different ways.  Consider the Millennial view v. the Boomer view.  This could be a first-time customer evaluation v. a long-term client perspective.  This could be the perspective of somebody who’s never utilized anyone in your industry v. those who have experienced your particular line of business in other parts of the country.

And although there are varied customers with varied evaluation points about their experiences, oftentimes Best Practices have certain key characteristics.  Evaluate yourself, your team, or your organization against some of these key qualities of Best Practice Customer Experiences:

  • The experience is consistently good, regardless of time-of-day, day-of-week, who the employee is, or whether it’s a call, meeting, e-mail, web visit, or online chat.
  • Staff are proactive, and there is an air of positivity and pleasantness from the staff.
  • Staff are patient, and processes are quick; when they’re not quick, there are frequent updates provided to customers.
  • There’s more of a focus on what can be done than what cannot be done.
  • Customers don’t need to know the process or know the business or know the employees to have a really good experience.
  • Everything from the web to the facility to the paperwork is intuitive to customers.
  • There is personalization and appreciation for the customer.

 
If you want to be the best you can be, then look at these characteristics of Best Practice experiences.

Make them a part of your everyday and every interaction.

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Bring Out the Best – 11/12/19

Posted on in Customer Service Tip of the Week Please leave a comment

As a management consultant, oftentimes my job is to identify the key issues, determine the root causes, and provide solutions. We do a lot of strategy work, we conduct many research projects, and we train and train and train our clients. However, improvement usually involves pointing out what needs to be done differently, better, or more or less frequently in order to achieve the best outcomes possible.

I’ll never forget the first project that I led well over 20 years ago. My boss congratulated me on the great work. And then he said: Ed, when you’re pointing out everything that needs to improve, make sure you’re balancing it with what’s done well. Even when people need to change, they want to feel good about the things they’re doing that need to continue.

Is not that the tone of the report was negative. It’s just that there was no balance. I was pointing out what needed to be improved to try to achieve the best outcomes, but they also need to know what they’re doing great – that which needs to continue to achieve the best outcomes.

So, when you’re working with a customer, along with sharing details about what they need to do differently, praise them for what they already did well: You’ve done great managing this effort on your own. Now, to make sure that you’re even more successful, here is how we suggest starting to change things for the future.

When you’re talking to a co-worker, if they’ve given you incomplete information, show what else you need, but thank them for what they already provided: There’s some great information on this form! I just need a few more items so that we can move forward.

And when you’re speaking to yourself, make sure all the self-talk isn’t critical on what you did wrong and what you need to improve. Give yourself the occasional pat on the back for what you did right: That was a great call! I really got along well with the client, we were both pleased with how it ended and what the next steps were, and I could tell they were very comfortable, very confident, and they felt really good, too!

When you’re trying to improve, make sure you are clearly stating what’s already working well and what needs to continue so that improvement can be done from a positive perspective.

Identify what needs to be done better or differently, but do it in a way that brings out the best.

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Know What You Don’t Know – 11/5/19

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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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