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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

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Patient Satisfaction…from a Child’s Mouth to Our Ears

Posted on February 11, 2014 in Business Advice, Healthcare Please leave a comment

Blog 2-11-14In the Forbes article This 15-Year-Old Absolutely Nails What ‘Patient Centered’ Is – And Isn’t, the author addresses patient satisfaction (or a lack thereof) in today’s hospitals. He shows the video of a 15 year old patient who discusses her complaints about her current inpatient stay and her suggestions to make it a better experience.

She talks about the need for sleep, the need to be a part of discussions about her care, and the desire to feel cared about as a person. A key quote is “I am a patient – and I need to be heard!”

Whether we’re working with our healthcare clients or those clients in other industries, this desire of customers to be heard can be overwhelming at times. The desire is often so strong because too many organizations are too deaf to the voice of the customer. Too many organizations strategize on what customers want instead of asking the customer. Too many leaders are focused on the product, service, or technical aspect of what they do that they lose sight of the people for whom they provide those services.

Too many hospitals preach customer care but haven’t taken the cultural approach to trying to embed the customer service mindset into every fabric of the organization – from hiring to training to processes to the facility to leadership modeling and internal communications.

They react to the complaints, they review the quarterly patient satisfaction survey results, but they don’t work to create a culture that encourages the ongoing engagement of the customer.

When you think of how to deliver a great customer experience, start with creating a culture of individuals and teams whose collective heart is focused on caring for its customers, and conveying that care for its customers.

Patient Satisfaction…from a Child’s Mouth to Our Ears.

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DMV Customer Service as a Leader…Really

Posted on January 29, 2014 in Business Advice, Government Please leave a comment

When a government has to look to the Department of Motor Vehicles for customer service best practices, you know there’s an issue. But the question is, will the DMV really provide a solution? With the almost universal bad reputations that DMVs have in the world of customer service, many are focused on turning around their image and their operations.

According to the article DEM Looks to DMV for Customer-Service Tips, apparently Rhode Island’s DMV has had some success. Rhode Island’s Department of Environmental Management (DEM) launched its own customer service improvement initiative and benchmarked with the DMV to identify opportunities to improve performance and change its culture.

The DMV has been going through a process to upgrade its customer service based on lean manufacturing techniques, modeled after a Rhode Island manufacturer. The core of the lean program was to focus on utilizing employee input to improve efficiencies and be able to dedicate more time/effort on “higher-value projects.”

Another way to look at this is that the DMV looked for process improvements and productivity gains to improve performance. Much of the issues and improvements were identified by the staff themselves. There are several key lessons here:

  • Remember that process is a primary driver of customer satisfaction. Make it simple and quick for a customer to have a great experience.
  • Make it easier for employees to deliver timely, high quality, and consistent service by making their internal processes more efficient and standardized.
  • To improve how the work is done, ask the workers themselves.

Learn a little Government lesson. Tap into your team to improve your customer service.

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10 Key Customer Retention Evaluation Questions

Posted on January 9, 2014 in Business Advice, World of Customer Service Please leave a comment

Many times when we address key customer retention strategies and customer retention success stories, the crux of what we’re saying is that you have to get to know the customer on more of a personal level. You need to build a relationship and not relegate yourself to viewing a customer as a prospect and selling to them as if you don’t even know them.

But this blog post is different. This time, I want you to envision yourself in a meeting at your business, and the meeting is all about customer retention and growth. Before you can develop a strategy, you have to ask yourself some key questions about your current state:

  1. Do you know why existing customers initially bought?
  2. Do you know why they would not return?
  3. Do you know who your customers view as your competitors?
  4. Do you know what differentiates you from your competitors in your customer’s mind?
  5. Do you know the differences in demographics, purchasing patterns, participation rates of clients who return every year v. those that don’t return?
  6. Do you know what internal operational factors impact those customer retention drivers?
  7. Do you know how you’re performing in those internal operational areas?
  8. Do you stay in contact (proactively) with customers, even when they’re not in your store, on your website, or contacting you directly?
  9. If so, are your proactive communications about you or personalized about them?
  10. In other words, do your proactive communications seek to learn more about them and educate them, or are they primarily pushing your products and services?

Before you embark on the next big strategy, do a self-scan. Find out what you know…or need to know first.

Ask yourself and those in your organization these 10 Key Customer Retention Evaluation Questions.

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