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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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Making the Computer the Patient’s Friend

Posted on May 22, 2013 in Business Advice, Healthcare Please leave a comment

I had migraines – bad ones. It got to the point where I was taking aspirin almost daily, temporarily getting rid of the headache but also having painful effects on my stomach.

So my wife “encouraged” me to see a migraine specialist (or – as I put it – my headache doctor). And – over time – it worked; I haven’t taken an aspirin since that first visit 5-6 years ago, and my headaches rarely come back. But the reason I’m sharing this is that I read a study recently that reminded me of my headache doctor.

In 2012, the American Medical Association came out with a report on the use and impact of computers in exam room interactions between physicians and patients. The first time I ever had a physician appointment where a doctor utilized a computer in the room during my appointment was with my headache doctor. She used it to document notes, write prescriptions, review my history, and do many other tasks while I was with her – but it was never an issue. She used it well…

  • She positioned the computer where I could see what she was doing (so I didn’t have concerns about what she was documenting)
  • She didn’t complain about the computer (so there was no negativity added to the conversation)
  • She explained what she was doing (so I knew the reason she was documenting while I was present)
  • She was effective at navigating the application (so that the process didn’t delay treatment)
  • And she balanced her viewing of the computer with her eye contact with me as she typed (so I continued to feel important to her).

These are good lessons for anyone using the technology in front of the customer. The computer (or tablet or smart phone) doesn’t have to be a barrier to great customer service. It just needs to be used correctly.

Make the computer the patient’s friend.

Listen to our latest customer service podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/


Internal Customer Service Defined

Posted on May 8, 2013 in Business Advice, World of Customer Service Please leave a comment

He laughed at me. I didn’t take it personally since it was just a natural reaction to something I said.

A few years back, I was in a meeting with a group of small business owners who were designing a method of evaluating different companies to win a community customer service award. As we were building the criteria, I talked about the need to include questions about “Internal Customers.”

One of the business owners asked what that meant, and I stated that it addresses co-workers – the idea is that we need to treat co-workers as customers. He laughed and said “that’s the craziest thing I ever heard!”

Maybe the concept was odd to him because he didn’t treat his staff with courtesy, respect, and responsiveness. Or maybe he just didn’t fully grasp my definition of “internal customer.”

The easiest way to think of who is your internal customer is to think of who in your company relies on you. What co-worker, supervisor, direct report, or other personnel rely on you to get their job done? Who relies on you to provide them information, technology, decisions, or answers that allow them to help their customer? Which co-workers do you impact by what you do, how responsive you are, and how you interact with them?

These are the people – the co-workers – that need the same level of respect, quick turnaround, positive attitudes, attentiveness, issue resolution, and general courtesy as your external customer.

Get comfortable with the idea of “Internal Customers.” Who relies on you?

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

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


I’d like a burger, fries, and some customer service, please…

Posted on April 17, 2013 in Business Advice, World of Customer Service Please leave a comment

Is it too much to ask to get some consistently good customer service from a fast food restaurant?

Well, according to the article McDonald’s customer service push irritates some franchisees, yes, it is too much to ask. Apparently McDonald’s corporate has acknowledged a need to improve its customer service, but some franchisees aren’t too happy. It’s not that the franchisees don’t care about customer service (I’m making a BIG assumption here with some franchisees), but they are first and foremost concerned with profits. And profits are driven by product margins, volumes, and efficiencies, right?

Apparently, McDonald’s corporate is also pushing the Dollar Menu (lower margins) and promoting offerings (such as wraps) that are less efficient to produce at the franchise level.

This issue is actually a microcosm of what a high percentage of businesses have experienced in the last 20+ years with the advent of rapid technological advances. The improvements in technology and ease of market entry for competitors have driven down prices in many industries, negatively impacting gross margins. Also, as customer service have expanded from primarily phone and face-to-face to include social media, smart phones, and other communication vehicles, the process of delivering customer service has become more complex.

So I feel the pain of the McDonald’s franchisee…really…I do. But at some point they need to look at customer service more strategically as a source of retention, additional revenues, upsells, cross-sells, profitability, and long-term viability and growth. If they did, they wouldn’t be focused as much on gross margin concerns. Instead they’d be focused on those things which they control which truly drive long-term client retention and growth. They’d make their own decision to focus more on customer service.

What do you think about the franchisees’ concerns and the state of customer service in fast food restaurants?

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


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