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Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

Highlight the Hidden Value - 7/1/25


Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive… “For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also Read more

Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

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

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6 Common Sense Responses to Customer Service Encounters – 6/30/20

Posted on June 30, 2020 in Customer Service Tip of the Week Please leave a comment

I’ve run into this personally and professionally, and it drives me batty! Sometimes there’s a lack of common sense in the customer service provided by companies. And often that lack of common sense is due to the preference of a business to provide service in a certain method, to stick to scripts and procedures, and to prioritize checking-off a task over actually helping a customer.

To ensure your organization provides Common Sense Customer Service, let’s walk through some basics that address how to serve customers based on how they reached out to you…

  • If the customer e-mails, give them answers in the e-mail; possibly offer a phone call as an option to get more information, but don’t make a call the ONLY option for ANY information. Give them an answer via e-mail, even if it’s just preliminary or partial, and offer a link to a specific web page.
  • If they e-mail a request or call in, don’t assume they’d prefer to visit your facility to address the need. Offer ways that they can get the need met without the effort of the onsite encounter.
  • If they call to talk to someone who can help on an issue, assume they want to talk to a SPECIFIC PERSON THEN who can help; they’d prefer not to get to a voice mail, not to repeat their need 3 times to 3 different people, not to be told to “go to the website.”
  • If they walk-in, expect a longer conversation than a call. If they spent an hour planning and conducting a roundtrip visit to see you, expect more than a 2-minute conversation.
  • If they walk in with nothing, assume they may want to walk out with something. Be prepared to write down information for them, to offer a handout, to print a key page off the website.
  • If they communicate via an online chat and convey the details of the situation at the start of the chat, assume they expect you to read that statement and not ask them questions they’ve already answered.

 

Sometimes the key to effective customer service starts with common sense. Base your response, in part, on how they reached out to you.

Do your part to make Common Sense Customer Service a common practice.

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Between Texting and Thoreau – 9/17/19

Posted on September 17, 2019 in Customer Service Tip of the Week Please leave a comment

The more people that enter the business world having grown up texting, the more the quality of business communications drops. A typical text between friends is rarely what anybody in business would call a professionally-written document. There’s nothing wrong with that, because texting is typically informal dialogue between friends. However, when something is put in writing in an e-mail, it needs to be considered a professional business document.

Now let’s not go overboard and think that e-mails need to be the work of a poet. This should not be Henry David Thoreau waxing poetic about Walden Pond. There is a middle ground, however, between texting and Thoreau. When composing a professional business message in the world of customer service, use these guidelines.

Personalize – Use the other person’s name, and use your name as well. Have enough informality so that they feel like you were talking to them individually and addressing their situation more personally. Use the names to establish a little bit of rapport in the sense that you are viewing them as unique.

Empathize – We’ve often said that emotions and e-mails don’t mix well, so to do your best to try to convey your understanding, at least use a little bit of empathetic wording. Use the word understand, use the word unfortunately when you have to give bad news, use the phrase I could only imagine… when addressing their frustrations.

Synthesize – This is where avoiding Thoreau is a really good thing. In e-mails, people want the message quickly; they don’t want to feel they’re reading a book. In 1 minute, can you tell them the main point that you’re making, convey next steps, share timeframes, and note who’s doing what?

In order to communicate effectively and in a professional manner via e-mail, find a happy medium between texting and Thoreau.

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Paint a Picture, Take a Picture – 2/5/19

Posted on February 5, 2019 in Customer Service Tip of the Week Please leave a comment


Many of us are visual learners. In order for us to understand the concept, we need to be able to see the concept illustrated. And by seeing the concept illustrated, I’m not just talking about taking something that somebody says and merely typing it into an email. I don’t mean simply providing detailed instructions line by line. What I do mean is literally seeing a picture.

Many times over the years, I’ve been trying to describe a strategy, process, or some key steps to a client that they need to take to be successful in whatever topic we’re discussing. And at some point, it’s clear that they’re getting part of what I’m suggesting but not all of it. So, I will either take out my computer tablet or a sheet of paper, and I will draw a simple diagram. Then their eyes light up! They understand the concept, and they often ask if they can keep that piece of paper or ask if I can send them a softcopy of what I wrote on my computer screen.

For many of us, when we hear hundreds of words mesh together to describe a series of next steps or a process, the words blur. We either lose focus, or there is a particular step or phrase that diverts our concentration. To avoid this when working with customers, we need to move those hundreds of steps to a simple graphic of 3-5 connected boxes. It simplifies it for those of us who are visual.

Take a Picture to Jog their Memory
Just as in the example that I shared where they asked to keep my sheet of paper, think about your pre-printed documents – maybe it’s the procedures on a wall poster. Maybe it is a hardcopy document that you were viewing with the customer about a contract, a policy, an agreement, or a process. Don’t expect people to remember what we say no matter how wonderfully we explain it.

Have them take a picture of it with their phone or give them a QR code so that they can go to the exact URL using their phone camera. Make sure that this visual representation that you provided to them is something that they can take with them to remember and refer back to in the future.

When having a conversation with a customer, gauge how well they’re understanding what you’re conveying.

When needed, paint a picture, and – so they remember – let them take a picture.

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