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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

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

Fix One Problem without Creating Another - 10/29/24


If you’ve ever had an issue with your dishwasher, this will sound familiar.  I’ve dealt with so many dishwashers over the years, and they always seem to have some kind of an issue.  Maybe it’s because of the mix of water and technology, but for whatever reason, these never Read more

Delight Your Customers - 10/22/24


Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way Read more

A More Complete Definition of Responsiveness - 10/15/24


I was purchasing something recently that was being custom-developed.  At one point, the company’s employee and I had a good 20 e-mails going back and forth - 10 from each of us.  Unfortunately, I broke my own rule, and I did not pick up the phone after 2 or Read more

Have a Game Plan to Address Their Anxiety - 10/8/24


It seems like we all get deliveries - whether it is UPS, USPS, FedEx, Amazon, the local courier, or all the above.  We order.  They deliver.  Or do they? It’s times like these, when we’re expecting that package, that item that we’re looking forward to or need urgently or are Read more

How Persistence Saved the Day - 10/1/24


Sherrie saw the customer walk into her store holding his cell phone, and Sherrie immediately knew that was William.  She had spoken to William on the phone about an hour ago, he said he would be at Sherrie’s cell phone store in less than an hour, and there he Read more

Notice the Little Changes - 9/24/24


“My, how times have changed.” Yes, times have changed.  As a matter of fact, one of the biggest reasons why an organization’s customer service deteriorates is that times have changed…customers have changed…and the company has not… If we think about customer service delivery today v. decades ago, changes in technology alone Read more

Don’t Hurry…Be Quick - 9/17/24


No, this is not a take off on the Bobby McFerrin song:  Don’t Worry Be Happy. It’s actually a take off on the John Wooden quote:  Be quick, but don’t hurry. When I read Wooden’s book with this title, I liked the concept, and not just because John Wooden was a Read more

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Customerize Your Business – 8/25/15 TOW

Posted on August 25, 2015 in Customer Service Tip of the Week Please leave a comment


Most of us have seen flow charts. You document Step A followed by B followed by C. What does the employee do first? What report do they produce? To where do they route the call?

We’ve all seen e-newsletters that go out to customers. You share what you’re doing, note great offers, and pitch the latest product.

Everyone has gone to a business website. It says what we do, it’s organized by our products/industries, and it talks in the language to which we’re accustomed (I’m guilty of having “consultantese” throughout my site).

But what if we “customerized” our businesses? Let’s take a hospital. For processes, they might say – if a family member wants to visit the newborn baby, how would they want to find the hospital? What would they want the parking experience to be like? How would they want to find out where the relative is located and how they can find the baby? How would they want staff to greet them, and what would be the best exit experience?

Consider the sports team. They’re constantly sending out the marketing mailings to season ticket holders (STH), but what if they customerized the newsletters? Imagine Brian, the STH, getting an e-mail with a Subject heading identifying information about his favorite player. The body of his e-mail addresses only those things of interest to him – the kid’s club, his favorite visiting team coming to town, and a gift coming his way for his upcoming birthday. Brian’s e-mail is all about Brian, and the e-mail comes from his personal account representative, Marie.

If you work in a government organization, imagine having a website that’s been customerized. Instead of it being about government departments and services, it’s about the resident or business. Instead of the list of options including 38 departments and agencies, it lists common questions that the typical resident may ask. Instead of it listing 3 pages of detailed text instructions on how to appeal a tax bill or submit a plan to renovate a deck, it has a simple flow using customer terms and having graphics similar to most advanced websites nowadays.

To have the best experience for your customer, remove yourself from the internal focus of most companies. View your world through the eyes of the customer for the benefit of your customer.

Customerize Your Business.

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Unblurring the Lines – 6/16/15 TOW

Posted on June 16, 2015 in Customer Service Tip of the Week Please leave a comment


Forty percent of customer dissatisfaction is due to a customer’s expectations not being met. Maybe the company overpromised, or it didn’t even do the bare minimum of what the customer should expect (source: TARP).

But that statistic begs the question: What SHOULD the customer expect?

In today’s world of self-service (from websites to checking out at the grocery story to printing your own boarding pass for your flight), the lines of customer service are being blurred. With customers responsible for more of their service in some of these self-service vehicles, the lines of responsibility between company and customer are not as clear as in years past.

We’re working with a client now that’s running into this predicament. Many complaints are from customers who don’t realize how processes work and what’s their responsibility in service delivery v. that of the business. It’s a government organization where customers schedule appointments or submit plans or request services, and there’s not an obvious distinction between who does what.

The way we’re addressing this is by having customers and employees meet and basically define roles and responsibilities in key services/processes that make up the vast majority of projects. Which responsibilities are those of the customer, which are responsibilities of the organization, and which are mutual responsibilities?

They’re being defined first – clearly stated and documented. Then there will be ongoing educational and communication plans implemented within the government entity and with the customers to clearly articulate who does what.

There will still be the complaints in the future, but they should be far less because customers and employees came together to intentional define and document roles and responsibilities.

Don’t let your customers complain and employees get frustrated due to incorrect expectations that result from a lack of clearly defining roles and responsibilities.

“Unblur” the lines.

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Give Your Customers a Crystal Ball – 12/2/14 TOW

Posted on December 2, 2014 in Customer Service Tip of the Week Please leave a comment


When conducting focus groups for a local government client recently, I found myself in many discussions with the customers of this municipality about their experience. The customers are business people, looking to perform renovations, develop property, and build facilities throughout the community.

And while many times we can define the customer experience by using words like attitude, responsiveness, respect, speed, and quality, these customers often used a different word – predictability.

To them, knowing what’s going to happen and when, knowing what’s their role v. that of the local government was vital to their success. By having a predictable process, a predictable set of roles and rules, a somewhat predictable timeframe, and a predictable manner in getting issues addressed, they could have more realistic expectations, but there were also two other benefits.

First, predictability for the customer enables them to plan next steps and timeframes. Second, predictability enables the customer to communicate with their stakeholders about what those stakeholders need to do and by when.

Going outside government, think of the hospital with outpatient surgery patients who need to know how to prep for procedures and how long they’ll take, so that they can have the friend pickup them up at the right time and help them get started on the care process at home.

Consider the sports fan going to the game and needing to know where to pick up the tickets and how long that process will take, so they can meet up with friends at a certain location and time.

Think about the elementary school parent considering moving into town but wanting to rent the apartment in the location where the best schools are zoned. They need to know what those schools are, where to move to get zoned there, how to register their child, and when they’ll get confirmation that the child gets into the desired school.

When you think about delivering the great customer experience, first think about how to make the experience predictable for the customer.

Help your customers predict next steps – give them the customer service Crystal Ball.

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