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Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

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Pivot to a Stronger Post-COVID Culture

Posted on May 11, 2020 in Business Advice Please leave a comment

If there ever was a time for virtually every organization to assess their culture, this is it.  Culture not only drives customer service, but it also drives long-term organizational success.  While leaders can define the Desired Culture and can chart a Vision, leaders typically do very little of the actual work in any organization.  Just think of the math.  In an organization that has only 100 employees, the chief executive does about 1% of the work.

We are not diminishing the importance of the leader as much as we are highlighting the importance of the leader’s role in developing an engaged, productive, and effective workforce.

“This is an opportunity to rethink the future.”

 
Most organizations have been forced to transition because of changes in demand for services, changes in how services are delivered, or changes in where and how employees work.  In other words, the external environment has forced internal change.

This is an opportunity to rethink the future.  This is an opportunity for leaders to take a step back and paint a picture of the future business, the customer’s engagement with that business, and the type of internal culture needed to succeed in that new world.

Four Steps to Plan for Future Success

Here are four major steps to consider today to ensure your organization is still relevant and successful tomorrow:

  • Create as clear a vision of the future customer as possible, including their needs and wants in both services and the service experience.
  • Paint a vision of the services that are going to address the needs and wants of that future customer.
  • Identify the mechanisms that you’re going to use, including processes, technology, and facilities, to deliver those services.
  • Determine the kind of culture you need in order for that delivery approach to meet future customer needs.

 
The front-end key to this overall approach is to incorporate the Voice of the Customer to ensure you are creating this new Service System based on customer needs, issues, and goals.  Don’t create a strategy in a vacuum.

The back-end key to this approach is to clearly work with staff to educate them on the future of the customer base and the future of the organization, and include them in the discussion of the desired culture and how to make that culture a reality.

This is a time to strengthen the culture, and to strengthen it you may need to pivot from where you’ve been in the past to where you need to be for future success.


Make Complaints Constructive – 7/18/17

Posted on July 18, 2017 in Customer Service Tip of the Week Please leave a comment


Sandy aspires to be an excellent manager. She’s new to a leadership role and new to the organization. She’s come into her department with a ton of passion and energy. And now she’s in the middle of her “listening tour” – talking to different groups of employees, understanding the department’s history, its culture, and its approach to customer service.

In the middle of her third meeting, all her passion and energy started to get sapped – minute by minute, complaint by complaint. She was listening to staff, but it had turned into a gripe session. Literally nothing she was hearing was positive. Issue after issue was voiced. Sandy thought about asking – “What is something/ANYTHING positive going on in the department?”, but she didn’t want to have her staff feel like they couldn’t voice complaints to her or that she only wanted to hear positives.

So she asked a different question: What are some solutions to the issues we’re discussing?

Crickets. Nobody said a word, for 5 seconds, then 15, then 30.

Sandy gave into the silence and said: For example, what can be done differently, more consistently, or better relating to communications, planning, decision-making, relationship-building – just the general work environment?

And finally, people started offering ideas – not a ton of ideas, but it changed the dynamic of the conversation. The tone became less negative, and staff offered some great solutions to consider.

There are many lessons to learn from this, but let’s focus on two.

First, managers, listen to your staff. Communication is a 2-way street, and that bi-directional dialogue is great for understanding culture, morale, and even customer viewpoints from those closest to the customers – front-line staff.

Second, growth only comes through change and improvement, so complaints without solutions aren’t productive – they don’t lead to improvement and growth. Staff should support leaders with ideas to complement the complaints. Likewise, when dealing with complaining customers, sometimes asking the customer “What could we do to make this right?” or “What solution would help in this situation?” could make our lives as service providers easier – with customers offering solutions for us to consider instead of employees having to conjure up all the creative ideas themselves.

Do you have a complaint? Are you dealing with a complaining customer or employee? Consider tapping into the ideas of those complaining to identify potential solutions.

Make Complaints Constructive.

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The Light that Others Reflect – 10/25/16

Posted on October 25, 2016 in Customer Service Tip of the Week Please leave a comment


Getting philosophical for the next 300 words.

The angry customer. The pushy or obnoxious co-workers. The demanding manager. The products that don’t always work. The stress on the faces and in the voices of customers and the employees serving them.

There are many dark moments that you may have to deal with during the course of your week at work. These are the dark encounters of our work day, those that can bring down morale, reduce the joy, and dampen employee enthusiasm.

But there is a light. There is a source of positivity, laughter, vision, and empathy. And that light is you.

I’ve been in some focus groups of employees discussing low morale. It seems like half the staff have the mindset of “once leaders change, then I’ll change.” While the other half seem to say “I’m not going to wait for others to behave professionally or positively before I act that way as well. They don’t control my behaviors.”

There’s an obvious difference in the two reactions. The first is passivity in the darkness. The second is taking ownership.

When we have a light – a positive nature, kindness, professionalism, respect, empathy and encouragement – we can be like the light in a room. Have you ever been in a room with a couple large mirrors? Those mirrors reflect that one light, helping the entire room to brighten more than it would otherwise.

The point is that dark situations at work should be opportunities for us – opportunities to bring in light. Opportunities to have your light be reflected in the attitudes and actions of others.

Be the Light that Others Reflect.

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