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Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

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Use Your Customer Service Freedoms – 7/6/21

Posted on July 6, 2021 in Customer Service Tip of the Week Please leave a comment

We’re only a couple days past Independence Day here in the United States.  So it may be a good time for us in the customer service world to think about our freedoms, to think about what we have the liberties to do, to reinforce how this all plays out with our work lives and our interactions with co-workers and customers.

Freedom does not necessarily mean we can do anything we want irrespective of the consequences, but freedom does convey that we have options.  We have choices.  And in those customer service Moments of Truth, these choices can often impact us as much as they impact those that we’re serving.

  • When somebody comes at us negatively, we can’t always control our initial emotional reaction, but we can control how we respond in the situation.
  • When we don’t know the answer, we have the choice to dump the responsibility for finding the answer back on the customer, simply sharing that we don’t know, or sharing that we don’t know but taking the initiative to find out.
  • When we are made aware of a process or communication or service issue, we can address the issue for that one customer and just leave it there. Alternatively, we can at least determine whether this was a 1-time occurrence or whether this could happen 100 times in 100 days to 100 different customers.
  • We have the choice to come into work and complain all day long to co-workers, or we can come into work to encourage each other and try to look for the good in the day.
  • We have the choice to feel like the entire decision and responsibility has to be only on our own shoulders, or we can seek the opinions and guidance of others.
  • We have the choice to ignore e-mails and voice mails until the person follows up 2 or 3 times, or we can choose to respond on a timely basis.

 
We are often put in bad situations in customer service.  Many of these rough situations are not of our doing; they are not our fault.  But that doesn’t mean we are left without choices.  That doesn’t mean we are left without freedoms.  If anything, in these situations there is so much more to consider and potentially do in order to manage our own emotions, build others up, or do what’s within our authority and our capabilities to make a difference.

Use your freedoms in such a way that the company, the customers, and you, yourself, have better days.

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Who are Your Best Customers? – 6/29/21

Posted on June 29, 2021 in Customer Service Tip of the Week Please leave a comment

A major medical supply company called Medline is in the process of being acquired.  It is an organization that has grown by leaps and bounds, particularly over the last decade.  It is currently a family-owned business, and the member of that family that serves as President of the organization is named Andy Mills.

Several years ago, Mr. Mills was part of a conversation with other healthcare executives, and each person was asked to describe how they treat their best customers.  Mr. Mills said that Medline doesn’t have any “best” customers.  According to a recent article, he stated that “Once you say one customer is more important, you’re giving your team permission to not give their best effort to everybody.  We want everybody to get our best effort. I really believe that, and from day one we emphasize how what they’re working on matters to our customers and end users.”

Now Mr. Mills was not saying that all customers are the same, or all have the same concerns or priorities, or that all customers bring in the same revenue to the business.  He said that they don’t identify any particular customers as better than the others. This may seem like a little bit of a nuanced response, but it’s extremely important.

Every customer we have, no matter the issue or the amount of sales they account for in our business, every customer is important; every customer should be valued; no customer should be viewed as being better than others.

I remember a story of a general – decades ago – in the Army who allowed one of the servicemen to make a previously unscheduled visit home. One of the general’s key staff came into his office and professionally suggested to the general that he should not have treated that one serviceman special. The general replied: “I try to treat everyone special.”

Regardless of the financial value of the person standing in front of us, every one of them has value.  None are better or worse than the previous customer.  We can’t view customers as being better or worse than others.  We need to view them all equally, and if that means that they are ALL the best, that we need to treat them ALL special, then so be it.

Don’t turn on the light switch of excellence for only certain customers.  Provide consistently great customer service.

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It’s Right to Note “That’s Not Right” – 6/8/21

Posted on June 8, 2021 in Customer Service Tip of the Week Please leave a comment

TJ was doing some construction work for the homeowner, and he noticed something unusual about the paint texture on the storm door that he was about to install.  The homeowner had purchased the door, and when TJ was getting ready to install it, he noticed that the door had a grainy texture to the paint instead of being perfectly smooth.  “That’s not right,” TJ said, and he talked with the homeowner and investigated whether the paint job was defective or just a different finish than expected.

As he was walking through the house, he noticed cracks on the wall and remembered about some recent construction that had been done near that spot.  He said “that’s not right,” and he told the homeowner, investigated the cause, and offered some potential solutions.

As he was getting ready to wrap-up his work, he noticed some trim at the house that could use a fresh coat of paint.  “That doesn’t look right,” he thought.  He wasn’t a painter, but he offered the homeowner two different painters whom TJ trusted to contact if the homeowner wanted some help.

TJ was observant and proactive.  He didn’t make or buy the storm door, he didn’t cause the crack in the wall, and he wasn’t a painter.  But he noticed all the concerns, proactively brought them to the attention of the homeowner, and gained nothing directly from any of the issues.  In fact, it required more of his time than ignoring the issues would have required.

But TJ was focused on identifying the needs of the customer and doing what was best for the customer.  Know that TJ has gotten multiple referrals from that homeowner and also got some repeat business as well.

Be like TJ.  Look around.  Identify customer needs and point them out to the customer.  Maybe you can address the needs, or maybe you’ll just recommend a course of action to the customer.  But by being proactive, you gain trust, respect, and loyalty.

Identify situations where “that’s not right” to get the right kind of relationship with your customer.

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