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Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

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

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Dear Customer, What do you expect? – 8/31/21

Posted on August 31, 2021 in Customer Service Tip of the Week Please leave a comment

Studies show that 40% of customer dissatisfaction was because the company didn’t meet the customer’s expectations.  The company overpromised and under delivered, or the company didn’t even do the bare minimum of what the customer expected.

To avoid dissatisfying your customer, meet or exceed their expectation.  Simple, right?  It only gets simple if first you know the customer’s expectation.  So, when you’re interacting with your customer, here are some good questions to ask to uncover your customer’s expectations about the product or service you’re delivering:

  • For WHO, ask: Will you need guidance in setting this up/getting this to work? Reason to Ask:  If you’re providing a service, you’ll identify what they expect in terms of educational support.  Make sure they know what to do with the product or service you’ll provide.  This question is all about them.
  • For WHEN, ask: By when do you need this service? Reason to Ask:  If you’re shipping a product, you want to know when they need it delivered so you don’t provide it later than needed.  This question is about timing.
  • For WHERE, ask: Where would you like this product delivered (or this service performed)? Reason to Ask:  If they want something delivered, you’ll identify where they’d like it delivered, how they’d like it packaged, etc.  Don’t deliver to the wrong location; don’t package the service/product incorrectly.  This question is about location.
  • For HOW, ask: How do you intend to use this? Reason to Ask:  Make sure you understand how they plan to apply your service/product to their need.  This question is about the product’s use or benefit.

 
These questions address the “Who, When, Where, and How” of “What” service is being delivered.

Identify the expectation; deliver the satisfaction.

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Back to Reality…for Customer Expectations – 7/30/19

Posted on July 30, 2019 in Customer Service Tip of the Week Please leave a comment

Have you ever walked into a patient registration area of a hospital and seen a sign that said “if you’ve been waiting longer than 15 minutes, please see the receptionist?”

Have you ever called a customer service number and been told by a recording that “the average hold time is ‘X’ minutes?”

Have you ever begun the process of getting a permit to build a deck on a home and been given a form that says what each step in the process involves, when you need to do each step (including inspections), and whom you need to contact?

You may reply “no” to all of these or “yes” to some, but these are examples of companies who understand the importance of trying to set or manage customer expectations. These companies understand that that first person may complain after waiting 5 minutes if they don’t realize that a 15-minute wait is realistic. These companies realize that that second customer may get irate or take their business elsewhere if they had to wait on the phone 2 minutes but might be more patient if their expectation is a 3-minute wait. These companies understand that a customer educated on a process is more comfortable and less likely to have issues with it, less likely to do things incorrectly.

Companies who attempt to proactively set or manage expectations understand the importance of the customer having some concept in their mind of what the reality is going to be; that makes it more likely that the customer will be satisfied with the experience, and the employee won’t have to deal with an irate customer.

Where can your company proactively set an expectation with customers about how long a process will take, how long a wait might be, what actions are about to take place, or what they need to do?

Determine where the opportunities to set expectations exist, and then use signage, messaging, documentation, and direct one-on-one conversations to do whatever you can to set (or reset) your customers’ expectations.

Get customer expectations back to reality.

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Make it Crystal Clear – 5/21/19

Posted on May 21, 2019 in Customer Service Tip of the Week Please leave a comment

Sometimes we communicate so well, and sometimes we don’t communicate as well as we think we do. When you’re trying to set or manage another person’s expectations, what you say may be very clear to you, but the reality is it may not be clear to the other person. And if the other person doesn’t understand what you’re conveying, they could have an expectation that’s unrealistic.

Noted below are 10 statements an employee might make to a customer. At face value, most may seem very typical and pretty clear:

  1. That won’t take long.
  2. The process is described on the website.
  3. You need to fill out a GARBA.
  4. You’ll hear back from us not too long after we receive the results.
  5. I need your ID.
  6. The first thing you need to do is to set an appointment.
  7. Just call any time if you need help.
  8. Call the main number, and we’ll get that for you.
  9. I’m going to transfer you (then the caller hears a click and rings).
  10. Once you send in a work order, the maintenance folks will be in touch and address it quickly.

So, what’s wrong with these? Here are 10 things to consider (the #s below correspond to the #s above):

  1. “Won’t take long” might be interpreted differently by different people – 1 hour to the customer v. 1 week to the employee.
  2. The website has many pages; be more specific; make it easy for the customer to find the specific page.
  3. What is a GARBA? Avoid acronyms whenever possible.
  4. How long is “not too long?” And when do you expect to receive the results? Both timeframes are unclear.
  5. A customer may have several ID’s. Which one is needed?
  6. The other process steps are not described.
  7. What number should the caller call and when?
  8. What’s the main number? How long will it take to “get that?”
  9. It’s not clear why the caller is being transferred, to whom, etc.
  10. It’s not clear how to send the order, who will respond to the customer, what “in touch” means, and what “quickly” means.

To effectively set or manage expectations, ensure you’re being as clear as the customer needs.

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