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Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

Fix One Problem without Creating Another - 10/29/24


If you’ve ever had an issue with your dishwasher, this will sound familiar.  I’ve dealt with so many dishwashers over the years, and they always seem to have some kind of an issue.  Maybe it’s because of the mix of water and technology, but for whatever reason, these never Read more

Delight Your Customers - 10/22/24


Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way Read more

A More Complete Definition of Responsiveness - 10/15/24


I was purchasing something recently that was being custom-developed.  At one point, the company’s employee and I had a good 20 e-mails going back and forth - 10 from each of us.  Unfortunately, I broke my own rule, and I did not pick up the phone after 2 or Read more

Have a Game Plan to Address Their Anxiety - 10/8/24


It seems like we all get deliveries - whether it is UPS, USPS, FedEx, Amazon, the local courier, or all the above.  We order.  They deliver.  Or do they? It’s times like these, when we’re expecting that package, that item that we’re looking forward to or need urgently or are Read more

How Persistence Saved the Day - 10/1/24


Sherrie saw the customer walk into her store holding his cell phone, and Sherrie immediately knew that was William.  She had spoken to William on the phone about an hour ago, he said he would be at Sherrie’s cell phone store in less than an hour, and there he Read more

Notice the Little Changes - 9/24/24


“My, how times have changed.” Yes, times have changed.  As a matter of fact, one of the biggest reasons why an organization’s customer service deteriorates is that times have changed…customers have changed…and the company has not… If we think about customer service delivery today v. decades ago, changes in technology alone Read more

Don’t Hurry…Be Quick - 9/17/24


No, this is not a take off on the Bobby McFerrin song:  Don’t Worry Be Happy. It’s actually a take off on the John Wooden quote:  Be quick, but don’t hurry. When I read Wooden’s book with this title, I liked the concept, and not just because John Wooden was a Read more

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Don’t Turn Your Clients Into Prospects

Posted on October 30, 2013 in Business Advice, World of Customer Service Please leave a comment

Many years ago I was consulting with a client in the financial services industry. This credit card provider would send out literally 2-4 million marketing pieces at a time with the hopes of getting a fraction – under 3% – to respond. The client would then initiate a sales process with that 1-3% and hope to close a certain percentage of those. While I was helping them on the operational aspect of one area charged with this process, I couldn’t help to be awed by the waste…and the fact that they were using generic marketing messages on existing customers.

A customer is not a prospect, but this client was treating them like one.

In the world that we prefer to work in today – that of customer service, the patient experience, season ticket holder retention, and account growth – you view retention and growth as 1-on-1. You view it as me (the employee) knowing you (the customer) so personally, so specifically that I know how you prefer that I communicate with you. I know whether you’re thinking of staying or leaving for a competitor. I know whether you’re likely to be a good candidate for cross-sell/upsell, and I know the best way to do that. I know whether it’s okay to ask for a referral. And when you form your opinion of my organization, I know what are those main opinion-drivers.

Being successful in the customer service, client experience, customer retention world requires that you never start thinking of a client as a prospect. Once you do that, you give up the competitive advantage of having a deeper, more personal relationship with that client.

Don’t turn your clients into prospects.

Did you like this post? Here are other Retention-related posts:


Customer Service Wisdom from a Retiree-to-be

Posted on October 3, 2013 in Business Advice, Government Please leave a comment

When you retire, you get reflective. And with reflection, you sometimes come up with nuggets – words of wisdom.

Brenda Fraser is a County employee retiring from 37 years of service, and in the article Face of Hernando County government says customer service, good hires were keys to success, she addresses some of the difficulties in serving customers as a local government employee. Fraser noted that “The hardest part of her job has been ‘communicating to people when it was something that was not positive, communicating that the county really does care. We understand there is a problem. We’re not being cavalier.’ Frazier said she knows, from her view on the inside, that county employees care and work hard. That has made the last few years difficult, she said, as employees have been the subject of public criticism — at a time when many also feared they could lose their jobs because of budget cuts.”

There’s several key points in those words:

  • First, when something’s not positive, you must communicate with the customer about it; also, it pays to be proactive so you can have some control over what’s discussed, where and how.
  • Second, don’t just do a task for a customer and expect them to know you care. Most customers want to be treated as something that’s far more than a cog on your assembly line; therefore, you have to think beyond the task; you have to convey you care about the person for whom you’re doing the task.
  • Third, we need to be empathetic with staff. When constantly preaching about the need for great customer service that they need to deliver to customers, we have to understand that their morale impacts their attitude. Leaders need to take ownership over their role in keeping morale and spirits high since employee feelings will flow to the customers.

When you think about how to deliver great service, remember to be proactive, communicate that you care, and be a spirit-builder with staff.

Did you like this post? Here are other government-related posts:

Learn about our CSS Government services at: http://cssamerica.com/cssgovt.htm


Educating Educators on Customer Service

Posted on October 2, 2013 in Business Advice, Education Please leave a comment

Assuming something is rarely a wise course of action. If you’re a manager, you know how to manage. If you’re in a leadership position, you have great leadership attributes. If you serve the public, you are great at customer service.

For anyone who’s known bad managers, bad leaders, or people in government who are poor in customer service, you know why those assumptions are wrong.

The new Superintendent of the San Diego Unified School District understands the need to avoid those assumptions, as well. In the article Will “High-Quality Customer Service” For San Diego Principals Mean High-Quality Schools?, Cindy Marten (the new Superintendent) views her role as one of supporting principals, and part of that support involves viewing principals as customers. Marten notes “We’re providing high-quality customer service for our principals, and the reason why we’re doing that on behalf of the principals is that we expect high quality service for our principals to have with their teachers and with the community members, and you can’t deliver high-quality customer service by yourself — you’re not an island.”

In any business, before you change behaviors, you have to set expectations with staff about what are those desired behaviors. Marten is setting expectations with central office staff that they view and treat the principals and schools as customers – being proactive and responsive to needs. The thinking is two-fold: First, help the central office staff to see that they’re impacting student success by impacting the schools’ success. Second, help principals to realize that the high level of customer service provided to them by the central office should be mirrored by the principals in interactions with the parents and teachers.

The statement “you’re not an island” is one we’ve used a lot in our client conversations. Don’t feel like you have the entire weight of the world on your shoulders when addressing a customer’s needs – tap into others. But also realize that others are impacted by your actions, others are stakeholders in your encounters and decisions; so think about the downstream effects to co-workers and customers of what you do today.

When you want to change a culture to be more customer-focused, start by setting the right expectations of staff in their dealings with each other.

Did you like this post? Here are other K-12 education-related posts:

Learn about our CSS Education services at: http://cssamerica.com/cssed.htm


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