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Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

2025 Holiday Poem - 12/23/25


We hear the word change And that change can be good, But we like things to stay same, And sometimes they should.   The weather can be wet And then dry as a bone. We know things will change, Even if all left alone.   Our customers change. Our co-workers do, too. It seems like our resources Are often too few.   The technology Read more

Make the Long Wait Feel Shorter - 12/16/25


When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, Read more

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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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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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