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It Helps to Downshift - 3/11/25


One of the first tips I heard when I was learning how to drive related to what to do when the brakes fail - downshift.  Shifting into a lower gear can slow down a moving vehicle.  I would explain this in technical terms to you, but considering I’m not Read more

Patience is… - 3/4/25


Patience is a…pain in the neck.  Why is it so hard to be patient?  Those of us who work in customer service know that we constantly have to show patience with our customers.  We’re ready to move to the next step or the solution because we’ve heard this issue Read more

Everybody Doesn’t - 2/25/25


Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he Read more

A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

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

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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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Tap the Employee to Better Treat the Patient

Posted on July 3, 2015 in Business Advice, Healthcare Please leave a comment

Blog 7-3-15 - 2nd postIn the article Hospital shows improved patient satisfaction, the author highlights a hospital that is using key strategies to drive up patient satisfaction. And in hearing Ivision Memorial Hospital leaders describe the approach, one starts to draw conclusions. Here are some quotes:

What we do is we get a group of people from all aspects related to that process, get them in a room for four days and really give them the leeway to fix the problem.

We’re firm believers that the people who know the work are the best ones to fix it.

Next year’s score card goals are set to change, some of which are based on staff suggestions.

What we’re really going to push in this next year is something we call our bright idea program. The idea is that we give staff a way to improve their work.

Did you catch the theme? The CEO and Chief Quality and Strategy Officer are constantly talking about using the voice of the employee to drive improvements. Whether it be on an improvement team or through an employee suggestion system, the best ideas to improve the patient experience are coming from those closest to the patient on a daily basis.

Leaders must chart the vision and set the strategy in most organizations, but the employees are the ones often with the best ideas on how to execute the ideas and improve patient satisfaction.

Create a patient satisfaction improvement strategy where the employee’s voice rises up for the benefit of the patient.

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Journalists are Sharing Patient Satisfaction Scores

Posted on April 17, 2015 in Business Advice, Healthcare Please leave a comment

Blog 4-17-15It’s happening. We knew it would come. It’s not that the hospitals haven’t been measuring patient satisfaction for decades. It’s not that the Federal Government is just now monitoring patient satisfaction and reporting it publicly. It IS that it’s become such an easily-obtained set of information that journalists are quickly pulling the data and writing articles. The article See how Triad hospitals fare when it comes to patient satisfaction is a perfect example. It identifies specific hospitals in North Carolina only getting 2 “Stars” out of 5. It notes that nobody in the region is above a 4, and it interviews those performing “badly” in the eyes of the writer, putting them on the defensive. Now here’s the question: What is your organization doing to continually improve patient satisfaction? Some of the answer is process-oriented, some is culture, some directly relates to engaging employees, and some relates to communications and relationship-building with patients. Our suggestion is to start with the Voice of the Patient – What are their true satisfaction drivers? Uncover the true drivers of willingness to recommend and return, if needed. Then identify what correlates most to those drivers. At that point, you can be efficient in your efforts. At that point, you’re tailoring your strategy to improve and sustain that improvement in patient satisfaction through employee engagement, patient engagement, process, communications, cultural, and other initiatives. Continually work to improve your patient satisfaction. Your scores could be in the next headline, the next television segment, or the next in-depth article. The data on the hospitals have become stories waiting to be written.

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