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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

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Give Customer Service Some Definition

Posted on October 31, 2013 in Business Advice, Government Please leave a comment

In the article New city administration sets priorities at day-long planning session, El Paso city officials met to identify 2014 goals. According to the article, “Customer service emerged as a key focus, for the new administration, during the planning session. The city’s mission statement says that it is ‘dedicated to outstanding customer service for a better El Paso.’ City Representative Larry Romero added that part of the city’s duty in providing high customer service is first identifying the priorities and levels of service needed. Deputy city manager Jane Shang said the city needs to revaluate and change processes to streamline city government and, ‘deliver services quicker and better.’”

Based on those points, here are some nuggets for any business to consider:

  • A Mission Defines Your Daily Purpose. Use the Mission to guide your planning efforts. Are you aligning your plans to your Foundation Statements (Mission, Vision, Values)?
  • Define “Customer Service” for Your Organization. Customer service is a general term, so is it defined as the employee attitudes, systems, processes, facilities, or something else?
  • Define Where You Want to be GREAT! Don’t strive for perfection in everything – there have to be priorities set. Are you going to delight the customers with your attitudes, systems, processes, AND facilities? If so, do you have an unlimited budget?
  • Define Your Customer Service Standards. Where you don’t have an unlimited budget, define bare minimum expectations. If we’re not going to have facilities that resemble the Ritz-Carlton, what is at least a minimum expectation?

Whether you work for a municipality or not, to create a focus for your customer service initiatives, give customer service some definition.

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


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:

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