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Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

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Investigate for FACTS – 7/12/22

Posted on July 12, 2022 in Customer Service Tip of the Week Please leave a comment

Sometimes the issues that we deal with don’t have an immediate resolution.  There’s unknown information and conflicting stories.  Many individuals are involved, or possibly whoever is involved is not available.  You have to investigate.

For situations where you have to be clear on what occurred, make sure you’re gathering all the pertinent information.  Here’s a quick acronym to help guide your research into the issue – Get the FACTS:

  • Financial Information – The emotions from the customers can often relate to their bottom line; what is coming out of their pocket or already has been taken out? Likewise, the company often uses financial criteria when deciding how to deal with situations.  Make sure you clearly understand what’s going on from a financial angle in the situation.
  • Actions Taken or Untaken – Determine what has been done, or potentially what should have been done but didn’t occur. Knowing what work has been accomplished or what forms were completed helps to understand the situation better.
  • Content of Communications – Understand what the customer communicated to the company, and likewise what employees in the company communicated back. This goes to completeness of information, clarity of communications – and it affects expectations from both parties.
  • Tone of Communications – When emotions are involved, it’s not just because it’s dealing with people’s pocketbooks or because of the particulars of the situation, it’s also because of HOW things are communicated. Try to uncover whether and how tone played a part in this situation.
  • Sequencing – Finally, if things don’t make sense when you’re digging for facts, it may be because there’s not clarity about what happened first, then second, then third. Knowing the timing of the process that has led you to this point will let you know where miscommunications or miscues occurred, where feelings were hurt, and where expectations were set and not met.

 
When you have to investigate an issue, first uncover the FACTS.

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Hearing is Believing – 12/10/19

Posted on December 10, 2019 in Customer Service Tip of the Week Please leave a comment

“I just want to be heard.”

When I work with clients whose customers are the community, this is a phrase I’ve heard far too often from residents.  For retail businesses and other industries where there are many choices, often customers will take their business elsewhere instead of complaining.  But with government services, there’s often only one place to go for a particular service – the government.

Residents understand that when there are issues, a local municipality won’t be able to offer a gift card or a 10% discount on the next purchase.  Residents understand that a complaint won’t result in some compensation or possibly even a fix.  So, what do residents want?  Many just want to be heard.

Usually when a resident is venting to me about a government client, when they say that they want to be heard, they’re typically referring to two things:  The attitude and the action.  A listening attitude is conveyed when the employee is focused on them, the employee is patient about the issue, doesn’t interrupt, and is empathetic and understanding about the situation.  Residents want to know you understand what’s unique about them, possibly by stating the situation back to them.  And they want the body language and the tone to reflect that listening orientation.

But being heard also can imply action.  Maybe the employee said all the right things in the right way to the customer, but if the employee does nothing with the information, often residents interpret that inaction as not being heard.

Now, taking action doesn’t necessarily mean resolving the issue.  But at least investigate it further.  Ask a co-worker for advice.  Suggest an alternative solution.  Let them know you’ll share the concern with leaders so that similar situations don’t happen to others.  Tell them what they could do in the future so that the situation won’t arise again.  And if you did something for them, tell them that you did it.  They won’t know you took action until you tell them you did so.

Many complaining customers just want to be heard, and not until they feel that they have been heard do they believe that you care.

Convey you care by conveying you heard them with your attitude and action.

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You Do Know Jack – 6/4/19

Posted on June 4, 2019 in Customer Service Tip of the Week Please leave a comment


Have you ever had a co-worker who causes more problems than they solve? Simple things they do are often, from a procedure standpoint, correct. But the way they handle situations makes them come off as indifferent. Let’s call this co-worker “Jack.”

Even though certain actions by Jack may seem innocent and not intended to convey indifference, the customer could walk away feeling negatively. Here are some of those actions to be wary of when Jack’s engaged with a customer…

Jack knows the answer to the question, so Jack interjects while the customer’s talking….or…maybe Jack quickly ends the conversation after providing an answer (but before he confirmed they got their need met)….or…Jack might talk exceptionally fast to the customer. These could all be innocent actions, but they could all convey that Jack’s impatient. Jack’s rushing the customer. Jack’s trying to get to the next call or move this customer along.

When the customer makes a complaint, Jack makes it ABUNDANTLY clear that he is not the one responsible. He knows that others were involved with that issue, and he was NOT part of the situation. These may all be facts, but what they do is they focus the conversation on who’s to blame and the fact that Jack’s DEFINITELY NOT to blame. In the end, the customer is usually complaining because they have an issue and they want a solution. Jack’s moved the focus to one of absolving himself of responsibility instead of focusing on the customer and their solution.

Finally, Jack gets a request through e-mail or social media, via the website or the phone. It’s obvious this is a request that another area of the organization handles. So, Jack tells the customer that they will need to call the other department or go to the website to find the answer. What Jack’s suggesting is accurate, but it’s not entirely helpful. The customer will think Jack cares more about getting back to “his work” than connecting the customer to the right person or getting to the specific answer.

Do you know Jack? If so, I’m sorry. Overcome the perception that you’re indifferent by not being like Jack.

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