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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

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Help Me Help You – 7/4/23

Posted on July 4, 2023 in Customer Service Tip of the Week Please leave a comment

With all due respect to the movie Jerry Maguire, this tip is not about the life of agents for professional athletes.  It’s about customer service and what it really means to help.

We’ve seen employees wear badges that say “Ask me. I am happy to help!” or “May I help you?” or “How can we help you today?”

But what are we signing up for when we ask these questions or make these statements?  Although the badge conveys our willingness to help and solicits questions from customers, what are we offering to do?

We are offering to provide information, to share our knowledge, to understand their unique needs and guide them toward the right solution.  These actions require a desire to take action on the customer’s behalf, a willingness on our part to continually learn about our role, our services, our organization, and the ability to ask the right questions, matching the need with a solution.

We are offering to overcome obstacles or eliminate roadblocks.  We are there to help them move to a next step or get through their day in a positive way.  We are there to find pathways to Yes rather than roadblocks of No’s.  These actions require a desire to address problems, to think through processes from the customer’s perspective, and to be pleasant in our engagement with others.

Being helpful may seem like a simple concept, but to truly help others, we need to have the desires, the willingness, the knowledge, and the ability to have a positive influence on those that we come in contact with each day.

Make sure that you’re equipped to truly help the customer today.

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Use Millennials’ Favorite Words – 10/3/17

Posted on October 3, 2017 in Customer Service Tip of the Week Please leave a comment


Okay – you got me. This tip doesn’t JUST apply to Millennials or JUST their favorite words, but I’m going to use that title as a jumping off point.

In recent research conducted by Prosper-Insights & Analytics, the 5 key terms that Millennials most frequently use to describe excellent customer service are: Helpful, Quick, Returns, Easy, (Fix/Resolve) Problems.

Essentially this is how Millennials define excellent customer service. There are 2 ways we’re going to suggest you use this information.

Self-Analysis
The first is self-analysis (for you or your organization):

  • Are you helpful? Yes, you may provide facts or information, but do you help the customer address their goal or need? This is second level customer service – going beyond the response you provide to the result the customer desires.
  • Is your service quick? Do you respond to the e-mails, calls, chats, needs, and issues expeditiously, and do you ask for the customer’s timeframes so that you know how they define “Quick?”
  • How do you handle returns? Is it as simple for them to return as to buy; are the employee attitudes as pleasant when customers return and want the refund as they are when customers buy and make the payment?
  • Do you make it easy for them to do business with you? For them to understand their responsibilities v. the company’s? For the customer to communicate with you?
  • Finally, what do you do when things go wrong? How are you at fixing/resolving problems? With many customers, your response to the issue tells them far more about your level of customer service than your response to the sale.

 
Phrasing with Customers
The second way we suggest that you use this information is to incorporate it into your daily phrasing with customers – particularly the words helpful, quick, easy. “I want to help you. We want to make this a quick and easy process for you. How else can I help? What’s the easiest way to keep in touch with you?”

When customers tell you what’s important, use that information to improve. And use those words in your customer conversations.

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Provide More Than the Truth – 9/3/13 TOW

Posted on September 3, 2013 in Customer Service Tip of the Week Please leave a comment

Every year Customer Service Solutions custom-designs and delivers customer service training, and when I’m facilitating classes, I find myself saying a certain phrase more and more – “That’s true, but is that helpful?”

Usually we end up discussing this when we talk about how to deal with customer complaints, anxious customers, or the irate customer. Too often, we make these situations worse for the customer and ourselves when we simply make true statements such as “No, you can’t do that” or “That’s against policy” or “I don’t know” or “That’s not my job.” Each of these statements is often true, but it’s also NOT helpful.

If the customer “can’t do that,” what CAN they do? What’s an alternative?

If it’s against policy, then how can a customer achieve their end-goal by doing something within the policy?

If you don’t know, then who does know? How can you ensure a strong handoff to the other employee?

If that’s not your job, then whose responsibility is it?

Great customer service requires far more than being reactive, answering questions, and telling the truth – particularly in situations where you’re saying “No,” facing a complaint, dealing with a misdirected customer, or addressing emotions.

Go beyond the truth to always think of the next step. When customers feel like no options exist, like their idea won’t work, like they can’t be helped, then that’s when the anxiety rolls in; that’s when they feel like they lose control; that’s when anger and upset rise.

The next time you have to provide the response they don’t want, don’t stop the conversation. Lead them to a next step.

Provide more than the truth; be helpful.