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Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

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

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Patient Experience Pros Don’t Have Unlimited Resources, Therefore…

Posted on October 8, 2014 in Business Advice, Healthcare Please leave a comment

Blog 10-8-14The healthcare industry is seemingly struggling to come up with a common and manageable definition for the “Patient Experience.” Maybe it’s because “experience” is such a broad term just like terms such as “feeling, perception, opinion” – which are often the words used to evaluate the Patient Experience. As an example, when the article Hospitals Focus On Patient Experience Through Design addresses Patient Experience, virtually the sole focus of the experience is the facility – the layout, the furnishings, the look/feel of the physical surroundings.

Therefore, Patient Experience could reference a facility, an employee, a phone call, or a website. It could reference a process, a wait time, other patients, communications, quality of care, cleanliness, food quality, or noise. It’s just too much to consider in terms of the multitude of definitions and aspects of an encounter or relationship that the patient has with the provider.

Patient Experience professionals don’t have unlimited time or resources. They can’t redesign a facility, turn all employees into Disney cast members, and get processes working like a Toyota assembly line to create the optimal Patient Experience. Instead, to make Patient Experience management…well…manageable, ask yourself this one question:

How do we focus “Patient Experience” efforts on that which has maximum impact on the patient’s feelings, perceptions, and opinions?

I’m going back to those 3 words – feelings/perceptions/opinions – because patients make the decision about whether to return if needed or seek care elsewhere based on feelings/perceptions/opinions. The answer to that question helps you to determine what impacts the patient’s willingness to recommend your organization to others. The answer to that question results in your understanding what can make a patient decide to give you the positive or negative rating. And the answer to that question helps you to better understand how they decide to be compliant with their self-care or post-discharge instructions. They decide all of these points based on their feelings/perceptions/opinions.

Through research, you can determine – statistically – what aspects of the experience have the greatest bearing on willingness to return, willingness to recommend, ratings, and compliance. By asking patients what impacts their feelings/perceptions/opinions, you allow them to guide you toward what would move their experience from good to GREAT! Don’t view your role as a Patient Experience professional as one that requires you to fix all the people, process, and facility ills in the healthcare world.

Let the Voice of the Patient guide your plans and priorities.

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Culture can be the Root of City Government Service Issues

Posted on September 4, 2014 in Business Advice, Government Please leave a comment

Blog 9-4-14In too many local municipalities, when the call volume increases for the contact center, you simply hire more staff. When loud complaints arise, politicians make speeches echoing the community’s concerns. When the pipes burst, you create a laundry list of solutions without first identifying the root cause.

That last example of reaction in local government happened in Winnipeg recently. According to the article Customer service at Winnipeg city hall should be a priority for our new mayor, last winter’s occurrence of bursting pipes for local residents required reorganizing their 311 call center, better dealing with their infrastructure, and realizing that some things are just natural disasters.

But according to the article’s author, what really made the problem so exceptionally bad were factors including “The city failed to identify the problem soon enough, failed to notify homeowners about what they could do to prevent freezing, failed to acquire enough equipment and manpower to thaw pipes, and failed to provide affected homeowners with the help they needed in a timely manner.”

These are issues of lack of measurement, lack of proactive communication, lack of community education, lack of long-term planning/thinking, and lack of responsiveness. In short, it was poor customer service and a lack of a customer-focused culture. Our company has seen often with our clients (in public and private sectors) issues become far worse than necessary. The issues were difficult enough to address, but the reaction to the issue often exacerbates the problem. Organizations that don’t understand how to create an aligned culture focused on service and responsiveness get caught when the issues arise.

They don’t anticipate. They don’t empathize. They don’t react well or quickly. They don’t communicate proactively. They don’t succeed.

Sometimes great “PR” for a local government is not just about having an excellent communications department. Sometimes great PR is a direct result of a culture that’s great in the 1-on-1 Moments of Truth with their residents.

When seeking to improve relationships with the community, local city and county governments first need to ensure their culture is designed to succeed.

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The “Patient Engagement” Conundrum

Posted on August 27, 2014 in Business Advice, Healthcare Please leave a comment

Blog 8-27-14

One of the latest healthcare buzzwords is “Engagement,” as in “Patient Engagement.” Unlike patient satisfaction, clinical care, customer service, and other service-oriented terms, Patient Engagement is a little more nebulous to the average healthcare consumer.

However, the term’s definition is abundantly clear to most healthcare institutions. In the article Patient engagement creates Stage 2 challenges for providers, Patient Engagement requires that “5% of patients be engaged in their care through an online portal or electronic medical record. Hospitals that don’t achieve 90 consecutive days of meaningful use at Stage 2 during the 2014 fiscal year will be penalized financially. They must do this to continue receiving their incentive payments and avoid losing 1% of future Medicare reimbursements.​” Ouch!

Essentially the Federal Government has narrowly defined Patient Engagement as getting consumers to sign-in to a system with their electronic medical information. There are many reasons given why this is so difficult, and many suggestions followed: “Updating organizational policies addressing patient EMR access (particularly looking at gaps in the system); continuously educating patients and providers of their roles related to the engagement; making sure information is robust, including more than just appointment dates and lab results; staying current with standard development that supports consumer engagement; and eliminating patient fees for electronic health information.”

But much of this is missing one key point. The culture of America, in particular, revolves around the fact that we don’t have to directly pay for a significant portion of our healthcare. Sure, we pay premiums and pay taxes, but it’s not like paying cash for a car – where you either keep the $20,000 in your bank account or write a check today for $20,000. Many Americans pay virtually nothing out of pocket for a visit or procedure, and the others spend the vast majority of their healthcare expenses on premiums. We’re a culture that’s focused on requesting the best procedure and expecting physicians, hospitals, and other institutions to deliver the best care. Whether that happens or not is another debate, but that’s the current state of the culture.

Until this culture changes, Patient Engagement – as it’s defined by the government – will continue to be a challenge. I have had 2 medical procedures lately, and it was like pulling teeth (healthcare pun intended) to determine my out-of-pocket costs before the procedure. Even then, they were only rough estimates. There was no proactive sharing of that information on the part of the healthcare providers, so it was all on the customer to determine the cost and make an informed decision.

Also, I was asked to create a log-in to my EMR last year, but I was just given a copy of a detailed form with instructions; there was no incentive, no promotion – just “here’s the form if you want to login.” To change a culture, the provider has to share what’s in it for the patient to do something different, to begin changing behaviors.

For Patient Engagement to truly succeed, the culture has to change.

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