facilitate | Customer Service Solutions, Inc.

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

Brainstorm to Better Yourself – 7/2/24

Posted on in Customer Service Tip of the Week Please leave a comment

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 off point for deeper/better ideas from participants.

Brainstorming as an individual isn’t quite as easy an exercise, but it’s something that can create similar outcomes.  If you’re trying to identify ways that you can improve yourself and your role in customer service, it really helps to be asked the right questions.  So hopefully some of the following questions – and particularly your answers to these questions – will help you to find ways that you can be just a little bit better in the future than you are today:

If you had 2 free hours and could do anything possible to uncover ways to better your performance, what great customer service companies would you research?  What co-workers would you shadow?  What team members would you sit down with to just tap their brains for ideas and best practices?

How could you improve your communication skills?  Become a better listener?  Communicate more concisely and specifically?  Become more empathetic of the other person’s situation?

If you had available financial resources or funding, what training or webinars or books or workshops would you engage with to learn?

What are the 3 aspects of customer service where you are best?  What can you do to get better?

What are the 3 aspects of customer service where you have the least experience or you’re not quite as strong?  Who or what can you engage with to get better at those 3 specific topics?

Maybe these questions lead you to one or two ideas that you can take action on to improve.  Maybe these questions lead you to 8-10 different ideas.  Either way, answer these questions to identify opportunities to improve.

Take a few minutes to brainstorm by yourself to find ways to better yourself.

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The Power of the Pause – 6/25/24

Posted on in Customer Service Tip of the Week Please leave a comment

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.  I don’t like to say “let’s stop that discussion” or “you need to stop talking.”  ‘Stop’ just gets taken as much more of an abrupt, sometimes rude way to cut somebody off.  But suggesting that we ‘pause’ the conversation suggests that it’s not fully closed (although for all intents and purposes, it is closed). It’s a softer way of ending one part of the conversation and then transitioning to another topic.

So, that word – pause – is a useful tool.

Also, learning how to pause is useful.  I’ve received many e-mails recently where the person should have paused before hitting Send.  They should have re-read what was being requested and made sure that their e-mail was addressing the specific request.

I’ve been in conversations where I could tell that people considered going down a negative path, but – instead – they calmly tried to convey their concern about a co-worker or about a situation before transitioning to some potential solutions.  I could tell they were intentionally thinking about what they wanted to say, because there were these subtle pauses during the conversation.

Pausing enables you to be thoughtful.  It enables you to take that emotional intelligence that the “gurus” of the world say we need to have, and put it to use before we just give a reflex response to what’s being said or how it’s being said.

Maybe you are trying to redirect a conversation, you’re wanting to send an e-mail that truly addresses the other person’s points, you seek to go down a path of solutions rather than pure negativity, or you’re striving to convey a little bit of thoughtfulness in your response.

To be more effective and impactful in those situations, tap into the power of the pause.

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How to Fix Other People’s Problems – 1/31/23

Posted on in Customer Service Tip of the Week Please leave a comment

I was helping a friend navigate some healthcare processes recently, so I conducted a 3-way call with my friend and the physician practice to try to get things cleared up.  The employee I spoke with on the phone – let’s call her Katie.

There had been poor communication between different employees at the clinic, but Katie didn’t throw the others “under the bus.”

The office coordinator (who has since left the practice) had previously told my friend that the coordinator had certain paperwork, but the papers had not been filed correctly.  However, Katie still apologized on behalf of the office for the coordinator’s misstatement.

Another practice was supposed to forward information to this office, but they sent it to the wrong facility.  Katie offered to call that other practice to get them to resend it.

Katie tried to call my friend, but my friend had changed their phone number and forgot to tell the office, so the calls did not go through.  Katie did not complain or huff and puff in frustration; instead, she offered to update the contact information so she could follow up with my friend.

It wasn’t Katie’s fault, and it’s probably not your fault in most cases when you find yourself in these situations.  Sometimes it’s the co-worker that drops the ball.  Maybe it’s another organization that didn’t do something correctly.  Perhaps the customer makes a mistake.

Katie showed that even though it wasn’t her fault, she was willing to rectify the problem.  She was willing to apologize on behalf of others.  She was willing to be proactive, and she was willing to do it without a negative tone or a negative word.

Channel your inner Katie the next time you find yourself having to fix problems caused by others.

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