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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

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

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Speed the Transformation of Your Customer’s Experience

Posted on December 17, 2013 in Business Advice, Education Please leave a comment

I’m constantly flummoxed by executives who feel that the only good idea is a new idea, the only means to success is through their own innate creativity. A COO once told me that trying to create simplicity in operations for staff (so they could more consistently deliver a great experience to their customers) wasn’t challenging enough.

The best executives need to realize that there’s a multitude of great examples of customer service cultures and wonderful customer experiences in other businesses, other industries. And there’s no shame in learning from others to speed the transformation of an organization.

In the article City School District taking lesson from Wegmans, the Rochester School District announced that it was going to train staff on many of the same customer service principles and techniques that Wegmans Grocery Stores (with a reputation for great customer service) utilize. This includes quick issue resolution and fostering a WWWD (“What would Wegmans do?”) mindset.

The point is not to say that we all need to look to our local grocer for customer service tips. Rather, in Education or other industries (local government, healthcare, etc.) that are not always known for a great customer experience, sometimes it’s better not to look at industry peers. It’s best to look to those who have the reputation for being the best in a particular aspect of business. Think Zappos for culture, Chick-fil-A for consistent customer service in a transactional environment, or Amazon for personalization in a high tech/high volume world.

Speed the transformation of your customer’s experience by benchmarking with best-in-class performers OUTSIDE your industry.

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ACA/Obamacare Emphasizes the Patient Experience…for Physicians

Posted on December 12, 2013 in Business Advice, Healthcare Please leave a comment

According to the article Physician Practices Seek Patient Satisfaction Surveys As Obamacare Emerges, payments for physician practices could be based in part on the patient experience – similar to what’s already happening for hospitals and home health providers.

“If you look at today’s environment under the ACA, patient experience is going to become more important,” said Todd Evenson, vice president of consulting services and data solutions at MGMA. “It is not clear what vehicle they are going to use as to how quality is evaluated but there will likely be clinical as well patient experience components the value equation.”

If this turns out to be anything like the hospital-focused HCAHPS evaluation tools for patient satisfaction, there will be a number of survey attributes dealing with communication, feeling cared for, frequency of activities, and consistency of service. They’ll ask about people, processes, and facilities when gauging the patient experience. The physician practice surveys will measure physician group v. physician group as well as how well an individual entity improves its own performance over time.

Therefore, physician groups should prepare by learning some of the key lessons of HCAHPS. It’s about getting ALL staff to ALWAYS introduce themselves, listen to the patient, and convey they care. It’s about having consistency from part-time to full-time staff, regardless of time-of-day or day-of-week. It’s about getting customer service standards in place, best practices identified and implemented, about hiring people with the natural inclination to be patient-focused, and it’s about constantly monitoring and improving today to get ahead of the ACA curve of tomorrow.

Find the gaps in performance today to begin moving toward the consistency needed tomorrow.

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Customer Service of the Future…in Government

Posted on December 11, 2013 in Business Advice, Government Please leave a comment

About 1/3rd of the most memorable customer service encounters in government are negative. Does that number seem low? Well keep in mind that the statistic was taken from a survey of employees of Federal, State, and Local governments, and even the sub-50% number from employees still isn’t positive.

But this GovLoop survey was more focused on the future than the past. And many of these employees are optimistic about the future because of some key trends they see developing including “Self-service opportunities, from grocery store kiosks to online applications, will allow citizens to access, process and monitor their government requests on a more widespread and frequent basis. Citizen engagement and partnership efforts that empower citizens will also become more prevalent. Mobile applications, increased social media interactions and the expansion of live, online chats also will radically change the way government delivers services in the next five to ten years.”

So these are the trends to anticipate, and the question becomes, What does this mean to the typical local government or employee? Here are three key takeaways:

  • Here Comes Proliferation. More service channels for the taxpayer mean more complexity, more need to monitor standardization of information and the experience, more staff training, and more metrics to gauge and improve performance. More, more, more infrastructure, training, and monitoring.
  • Calling All Techies! Tech-savvy employees will be a requirement, not a nice-to-have, and most local governments won’t be able to have separate divisions/departments dedicated to separate service channels because staffing is too small. Therefore, many staff will have to learn to be jacks-of-all-trades (responding to e-mail requests, social media complaints, calls, web issues, and potentially onsite visits – all in the same day).
  • Teach the Citizens Well. “Self-Service” means that the customer can do for themselves. This requires a mindset and intentional planning and work to train citizens on how to do for themselves. It’s the proverbial teach them to fish, but the fish they’re catching is information, or a recycle bin, or compost, or an inspection, or a tax payment, or a reservation at a park shelter. For Self-Service to succeed, we need to serve as a teacher to inform, educate on what they can do and how to do it.

With variety comes complexity, and with a greater tech emphasis comes the search for people who can blend a technology skill set and a customer service mindset.

Get ready for the future of government customer service.

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