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Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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Customers Want Easy, but Easy is Difficult – 1/12/21

Posted on January 12, 2021 in Customer Service Tip of the Week Please leave a comment

New employees go through days of training to learn products and services.  They have formal workshops to learn how to use their office applications, web functions, and whatever programs are specific to their department.  They test new technology, and they get quizzed on knowledge of policies.  This is hours or days or sometimes weeks of training so that the employees can do their work consistently and effectively.

Customers of our companies typically go through no training.  There are no half-day workshops to learn how to lodge a complaint or request a refund or ask a clarifying question or check on a status.

Customers are not and should not be expected to be experts in our business.  Customers want EASY – Easy to find, easy to access, easy to understand, easy to use.

But Easy is difficult.

I once worked for an administrator in a hospital, and I noted how in certain aspects of operations, we needed to simplify some processes – make it easier on employees to deliver consistently high-quality service.  The administrator responded that his peers don’t think Easy is challenging. I replied:

Making something easy is actually one of the most difficult things you can do in business.

It’s not difficult to have a new procedure or policy, a new function or feature, and just add it on top of what currently exists.  It’s not difficult to just add 5 pages at the back of the standard operations manual.  It’s not difficult to just let incremental complexity grow on a day-by-day and year-by-year basis.

What is difficult is taking a step back, seeing everything through the lens of a customer or an employee, and trying to make it as easy as possible for the employee to deliver great service, or as easy as possible for the customer to have a great experience.

If your organization wants a challenge that will benefit your customer, take on the challenge of Easy.  Find ways to make it easier on the customer to find you or your service offerings.  Make it easier for them to access the information and the solutions they need.  Make the information as easy to understand as possible.  And once they are accessing that product or service, make it as easy as possible to use.

If you need a challenge for the new year, try to make it Easy on the customer.

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Use Millennials’ Favorite Words – 10/3/17

Posted on October 3, 2017 in Customer Service Tip of the Week Please leave a comment


Okay – you got me. This tip doesn’t JUST apply to Millennials or JUST their favorite words, but I’m going to use that title as a jumping off point.

In recent research conducted by Prosper-Insights & Analytics, the 5 key terms that Millennials most frequently use to describe excellent customer service are: Helpful, Quick, Returns, Easy, (Fix/Resolve) Problems.

Essentially this is how Millennials define excellent customer service. There are 2 ways we’re going to suggest you use this information.

Self-Analysis
The first is self-analysis (for you or your organization):

  • Are you helpful? Yes, you may provide facts or information, but do you help the customer address their goal or need? This is second level customer service – going beyond the response you provide to the result the customer desires.
  • Is your service quick? Do you respond to the e-mails, calls, chats, needs, and issues expeditiously, and do you ask for the customer’s timeframes so that you know how they define “Quick?”
  • How do you handle returns? Is it as simple for them to return as to buy; are the employee attitudes as pleasant when customers return and want the refund as they are when customers buy and make the payment?
  • Do you make it easy for them to do business with you? For them to understand their responsibilities v. the company’s? For the customer to communicate with you?
  • Finally, what do you do when things go wrong? How are you at fixing/resolving problems? With many customers, your response to the issue tells them far more about your level of customer service than your response to the sale.

 
Phrasing with Customers
The second way we suggest that you use this information is to incorporate it into your daily phrasing with customers – particularly the words helpful, quick, easy. “I want to help you. We want to make this a quick and easy process for you. How else can I help? What’s the easiest way to keep in touch with you?”

When customers tell you what’s important, use that information to improve. And use those words in your customer conversations.

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For Some, It’s All About This – 1/20/15 TOW

Posted on January 20, 2015 in Customer Service Tip of the Week Please leave a comment


We often say that companies need to make it “Easy” on the customer to do business. It needs to be easy to schedule a doctor’s appointment. It needs to be easy to renew season tickets. It’s got to be easy to reserve a park shelter. We’ve got to make it easy for parents to register their children for school.

By let’s look at “Easy” as it relates to logistics. We did a brief research study for a grocery chain many years ago, and we asked where customers shopped and why. The #1 reason why people shopped at a particular grocery store was its proximity to their home. It was all about…convenience.

You have to make it convenient for the customer to get to your products/services, your policies/procedures, your processes, and people.

How close – literally – are you to your customers? Can those customers who prefer or need the face-to-face get to you quickly?

How about those that prefer the phone? Can they call one basic number as the window to access all your services, all the answers to their questions? How accessible is the number to the average first-time customer?

Think about those loving the web and smart phones for communication – is contact with your organization available at a click or a voice command? Is your business (again) literally at their fingertips?

Before working to make your organization incredibly easy to deal with once the customer gets to you, first make yourself convenient to them.

For Some, it’s All About Convenience.

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