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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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Who are Your Best Customers? – 6/29/21

Posted on June 29, 2021 in Customer Service Tip of the Week Please leave a comment

A major medical supply company called Medline is in the process of being acquired.  It is an organization that has grown by leaps and bounds, particularly over the last decade.  It is currently a family-owned business, and the member of that family that serves as President of the organization is named Andy Mills.

Several years ago, Mr. Mills was part of a conversation with other healthcare executives, and each person was asked to describe how they treat their best customers.  Mr. Mills said that Medline doesn’t have any “best” customers.  According to a recent article, he stated that “Once you say one customer is more important, you’re giving your team permission to not give their best effort to everybody.  We want everybody to get our best effort. I really believe that, and from day one we emphasize how what they’re working on matters to our customers and end users.”

Now Mr. Mills was not saying that all customers are the same, or all have the same concerns or priorities, or that all customers bring in the same revenue to the business.  He said that they don’t identify any particular customers as better than the others. This may seem like a little bit of a nuanced response, but it’s extremely important.

Every customer we have, no matter the issue or the amount of sales they account for in our business, every customer is important; every customer should be valued; no customer should be viewed as being better than others.

I remember a story of a general – decades ago – in the Army who allowed one of the servicemen to make a previously unscheduled visit home. One of the general’s key staff came into his office and professionally suggested to the general that he should not have treated that one serviceman special. The general replied: “I try to treat everyone special.”

Regardless of the financial value of the person standing in front of us, every one of them has value.  None are better or worse than the previous customer.  We can’t view customers as being better or worse than others.  We need to view them all equally, and if that means that they are ALL the best, that we need to treat them ALL special, then so be it.

Don’t turn on the light switch of excellence for only certain customers.  Provide consistently great customer service.

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Be Proactive like a Pro – 3/9/21

Posted on March 9, 2021 in Customer Service Tip of the Week Please leave a comment

We constantly work with clients, encouraging them to become more proactive with customers.  Don’t just be reactive, waiting for the customer to ask questions or to complain.  Instead, go to the customer, anticipate their needs, suggest something to them.

But many of us, frankly, don’t know how to be proactive.  We think we give great customer service because we answer questions…when asked.  Or we resolve issues…when the customer complains.  Or we address a need…when the customer presents the need.

That’s not truly great customer service; that’s basic, fair-to-good customer service.

To be great, be proactive.  But how?

Here are some questions to ask yourself (or the customer) to ensure you’re being proactive:

  • Ask the customer “How was your experience?”  Then act on the information provided by sharing key takeaways with others in your organization or by addressing the customer’s experience.
  • Ask yourself “What is their next step in the process?”  Then make sure they understand that next step.
  • Ask yourself “What else do they need to accomplish their goal?”  Then share your knowledge with them.
  • Ask the customer “What are you hoping to accomplish?” or “What’s your goal?”  Then chart a plan to get them there.
  • If you cannot meet their need as requested, ask yourself “What’s an alternative solution?”  Then offer the other option.

 
To be proactive with a customer, you don’t have to be the best in the world at empathizing with other people or reading their minds.  Sometimes you just have to ask the customer (or ask yourself) the right question, and then take action based on the response.

To be great at customer service, be proactive – Ask and Act.

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Excellence is Not Perfection, and that’s OK – 1/26/21

Posted on January 26, 2021 in Customer Service Tip of the Week Please leave a comment

Surveys have questions with ratings that range from Excellent to Poor.  We custom-design and deliver Service Excellence Training.  Tom Peters wrote the book “In Search of Excellence.”

But how do you define Excellence, particularly in customer service?  Let’s start with what Excellence is not.  Excellence is not something reflected in Customer Service Standards. Those Standards are typically the bare minimum expectation of every employee in every interaction.  If we are adhering to those Standards, we’re being consistent in the way of the organization, but we’re not necessarily being Excellent.

On the other side of the spectrum, Excellence is not perfection.  Perfection is something that is rarely if ever attained, and even then, perfection is usually defined through a result rather than through a perfect match of attitudes and actions throughout the entire process of getting to that result.

So, Excellence is not a bare minimum expectation, and Excellence is not perfection.  However, it is something as consistent as Standards but that continuously strives and reaches for what would be achieved in perfection.

Excellence is really reflected in Exceling through the process.

Oftentimes we don’t have control over the outcome because so many other factors are involved, but we have lots of control over how well we Excel going through the process.  We Excel when we are making decisions in the process for the right reasons with the right goals in mind.  We Excel when we take the action we need to take to reach the goal.  We Excel when we do things within the timeframe we need to do them to have the desired outcome.  We Excel when we bring an attitude that has the capabilities of drawing ourselves and others toward that goal.

Excellence does require a goal – something you’re trying to attain or achieve, something you’re trying to live into every day, something you’re trying to become.  However, when you think about how to achieve Excellence, don’t focus so much on the final achievement of some lofty goal.  When you think about Excellence, consider what you need to do in the process to give yourself and those around you the best chance to achieve that goal.

To Excel, first determine your goal; then identify what you can do to ensure that you have the decisions, actions, timeliness, and attitudes that give you the best chance of achieving that goal.

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