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Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

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

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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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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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