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Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

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Change Your Style on the Fly – 5/22/18

Posted on May 22, 2018 in Customer Service Tip of the Week Please leave a comment


I was talking to a client recently, and we discussed the importance of relationship-building in their position. So I asked, “How do you develop a relationship?”

The client offered several points, one in particular piqued my interest – she said: “I have to understand how I communicate, and I have to be open to communicating differently.”

Essentially, she conveyed that she had to be self-aware, and she had to be willing and able to tweak her communication style to best work with the customer.

Being able to recognize what works with each client, knowing how to change, and being willing to change your style of communication based on the situation or the individual involved is a high-level customer service skill.

You have to know when to slow down your pace of talk based on how the other person prefers to communicate and how well they are understanding what you’re saying. You have to know when to sit or stand, lean-in or sit back based on what makes them more comfortable or builds their confidence.

You have to be willing to pick up a phone and call somebody even though you prefer e-mail, or be willing to meet with someone even though you prefer not to make the drive. Sometimes they want to text even though you have an aversion to doing that in business.

This is not to say we have to change who we are in any way. This is to say that if we want to deliver a great experience and build relationships, we have to understand each unique customer and what about their experience with us builds their comfort and confidence level. And since some of those experiential characteristics are communication-related on our part, we need to make the refinements necessary to build that client relationship.

Learn when and how to change your style on the fly.

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Be Habitually Great at Customer Service – 5/8/18

Posted on May 8, 2018 in Customer Service Tip of the Week Please leave a comment


“It takes 21 days to form a habit.”

Actually, I don’t know if that’s true, but I’ve heard that statement many times. It’s based somewhat on the timeline, but it’s also based on the premise that habits can be formed simply by intentionally repeating the act. You make something second nature by making it a first priority for a period of time.

In customer service, we don’t always perform perfectly; some things we should do or say are not top-of-mind, not the way we were raised or trained. Therefore, we need to write them down, put a sign on our desk or door, a post-it on our computer or on the dashboard of our car, an e-mail reminder we send ourselves, a statement written on the white board, a note taped to the fridge.

However you remind yourself, however you keep something top-of-mind, use that vehicle to reinforce some desired action, and do it for – as they say – at least 21 days.

But what are those habits you want to form? Here’s a list of core customer service habits where we’ve seen employees lacking over the years:

  • Using the customer’s name frequently in conversation.
  • Talking with the customer – keeping them engaged – when you’re working on the computer or looking through files.
  • When they’re waiting onsite, touching base with them every 10-15 minutes with updates.
  • Telling the co-worker to whom you’re transferring the customer about the customer’s situation so that the customer doesn’t have to repeat themselves.
  • Ensuring you end the call or appointment or meeting confirming that the customer got their need met and understands next steps.
  • SMILING!
  • Thanking the customer multiple times during the encounter.
  • Responding to e-mails and voice mails no later than the next day.
  • Putting away your phone when you enter a meeting or you’re on a call.
  • Looking away from your computer when you initially engage the customer.

 
While some of these may sound basic, rarely will you find employees who consistently do these activities in their customer encounters. That’s because they are not yet habits. To be great at customer service, you have to at least be really good…consistently!

Be Habitually Great at Customer Service.

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Use Best Practice Survey Follow-up – 5/1/18

Posted on May 1, 2018 in Customer Service Tip of the Week Please leave a comment


Although most companies view customer satisfaction surveys as tools to gauge fan perceptions, we view them in a broader sense. It’s an opportunity to better know individual customers. It’s an opportunity to identify needs that you can address later. It’s a chance to tap it their ideas, and it’s a chance to have a positive touch point.

After the survey is completed by the respondent, the process should not be complete. You see, a customer satisfaction survey is also a relationship-builder. Here’s a follow-up e-mail received by a hotel survey respondent (the names have been changed):

Dear Ms. Jones,

Thank you for choosing the Hotel Essex in Downtown for your recent travels to Hockeyville.

Commitment to service and guest satisfaction is a main focus, and we are delighted to hear you enjoyed your stay. The pride and dedication our hotel team takes in providing exceptional customer service to our valued guests speaks strongly to our company’s core values, “good service at a fair price.”

Thank you again for taking the time to provide your feedback on the Guest Satisfaction Survey and we look forward to serving you again soon!

Sincerely,
Jennie Jackson
Guest Services Manager
Contact information followed

In this follow-up communication, the customer is thanked twice. There’s a reference to “Team,” and the company shares its core values and how they align to service. No sales offer. Not an epistle – just a brief “thanks.”

The company has just created a new “Last Impression” with the customer, and it’s a positive one.

Take a look at your research processes, and instead of viewing the process stopping with the customer when they complete the survey, view that as a pivot point to create an additional positive impression in your follow-up.

Build relationships with customers – even through your survey process.

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