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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

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

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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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