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Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

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Create B-U-Y I-N with Staff

Posted on March 10, 2011 in Business Advice, Healthcare Please leave a comment

When we provide customer service training for hospitals, we often suggest techniques to use in difficult situations with patients and family members, physicians and co-workers. Sometimes, we suggest certain phrases to use which tend to work well, but some of the training attendees don’t feel comfortable at first with the wording because it feels scripted.

So we work during the session so they’ll feel like it’s not a script; we work to get buy-in. When attempting to get buy-in from front-line staff on any initiative, use this acronym that we coined:

· B – Believe. You have to get them to believe the concept will work.

· U – Understand. People trust and are more accepting of change when they can understand how it works.

· Y – Yes! You have to get them to commit to it – “ask for the business” from your staff.

· I – Invest. If they participate in the development of a plan, investing their time, they’re more likely to buy-in to the result.

· N – Needs. People must understand the need or goal or issues it will address.

Create “B-U-Y I-N” for your customer service principles, programs, and changes.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Do Banks Really Care About You?

Posted on March 2, 2011 in Business Advice Please leave a comment

Does your bank care about you? If so, how do you know? How do they treat you differently/better than they treat prospective customers – those they don’t already have locked in to a few accounts?

Results of a recent Ernst & Young survey in Canada suggest that “although banking confidence varies between nations, the “battle” to win new customers is likely to focus on improving customer service.” One of the key quotes from an E&Y exec is “Thirty-four percent of respondents say they receive occasional or absolutely no personalized attention from their banks, making them easy targets for competitive offers … Banks looking to grow and retain their retail customers will need to make big improvements in these two key areas.”

The conclusion about ‘winning new customers’ would have been better stated to ‘keep current customers.’ If 34% get no personal attention, then banks communicate with you no better than they communicate with “Dear Occupant” or “Dear Small Business Owner.” You are generic to them. So this study is clearly a wake-up call to banks, credit unions, and any other business that wants to retain you as a customer.

They need to communicate with you and treat you as an individual, as a person.

CSS consulted for a credit card company once that would send out literally millions of marketing pieces at a time; that may have been a way to attract new customers, but the decision by a customer to become a new customer of a business is often very different than the decision to stay with a business.

Compare how your company treats “suspects” and “prospects” versus current customers, and make sure that you convey that you care about each current customer as an individual, as a person.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


311, Customer Service, and Facebook…Oh My!

Posted on March 1, 2011 in Business Advice Please leave a comment

If you are trying to figure out a Social Media Customer Service strategy, find some others already underway, and learn from what they do right (and wrong).

In the article “Mayor Lee Announces First of its Kind Facebook Application for City Services,” the City and County of San Francisco touts its new Facebook application that allows residents to submit requests through its site. Go to http://www.facebook.com/SF and click the SF311 Service Requests icon.

The organization is trying to accomplish 3 things: 1) Go to where the customers are located. 2) Learn more about the residents. 3) Save money.

Sure there are other goals, but this is what San Francisco’s government entities are trying to do – move you away from their 311 call center, engage more residents, and get information on you through your Facebook account.

Those are goals any business should have. Whether you are a pro sports team, a local municipality, an economic development agency, a college or university, or a bank, you need to be where your customers are, you need to engage them, and you need to bolster the intelligence you have on them. The strategy is all about relationship-development, retention, and financial improvement.

Learn a little strategy from this Facebook approach.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


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