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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

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

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Clinton (not that one) Gets Customer Service

Posted on October 11, 2012 in Business Advice, Government Please leave a comment

The City of Clinton, NC had a good idea. Instead of resolving themselves to the fact that they would have to continually deal with 20% of all utility bills being paid late, having to call most of those late payers, having to cut-off service to some, and having to reinstate service to many of those cut-off, somebody took a step back and asked a simple question. What is causing all these late payments? Then they took an interesting first step by deciding to simply ask the customer.

In the article City rolling out revamped water bill, efforts by Shawn Purvis and the City’s Finance Department are noted. But what struck me most about their efforts is that the approach was based on root cause analysis such as ‘Let’s not assume we’ll always have late bills, complaints, and cut-offs at certain levels and that we cannot do anything about it. Instead, let’s try to figure out why all these issues are occurring and put in some permanent fixes.’

So they began asking late-paying customers why they were late; based on those responses, they implemented solutions such as simplifying the utility bill, better educating customers, and noting total bill payment levels if paid on time v. late. In other words, they asked the customer, and they acted on what the customer told them.

CSS has redesigned bills and invoices for clients, too, and it’s to achieve some of these same goals – making it easy for the customer to pay you on time…reducing the numbers of calls and complaints about bills.

This is the beauty of root cause analysis. While it’s not a panacea, it puts the focus on understanding why bad things happen, and – in customer service – one of the best ways to determine the “why” is to simply ask customers and employees.

Learn a (non-political) lesson from Clinton.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Physician Clinics, Processes, and Patient Satisfaction…oh my!

Posted on October 4, 2012 in Business Advice, Healthcare Please leave a comment

A recent study noted in American Medical News evaluated multiple aspects of a patient’s experience in a physician’s practice and determined that the three most important aspects of the experience all related to the doctor. The doctor’s knowledge, time spent with the patient, and access to the patient’s medical records were of greatest importance to patients.

However, there are a few points that might not be so obvious. Six of the next seven most important attributes all dealt with process – ease of billing, efficient billing process, time spent in the waiting room, etc. We believe that the 3 drivers of customer satisfaction in any industry are Employee Attitudes/Skills/Knowledge, Service Processes, and the Product/Service itself. So this process impact is not surprising, but it’s important. Key Conclusion: Make it easy and efficient for the customer to do business with you.

But another point in the article is typically as important. Other studies have shown that 40% of customer dissatisfaction is because their expectations weren’t met. This article notes how many patients compare their experience at a clinic to their experience in other industries. So it’s time for physician clinics like most other businesses to look outside themselves to learn. If the Ritz-Carlton makes you feel special, what can a physician clinic learn from them? If a NASCAR pit crew can change four tires and fill a gas tank in 12 seconds, what can a physician clinic learn from them? If Amazon.com can enable a 1-click purchase, what can the clinic learn from them?

It’s not just for healthcare organizations like clinics; this “looking outside yourself” benchmarking approach should be undertaken by local governments, the business operations staff for sports teams, community colleges and other education industry organizations, and retailers alike.

Key Conclusion: Customers come in with expectations about your business based on experiences with other businesses. So look at other businesses to identify improvement opportunities in your own.

Make it easy for the customer to do business with you…and to enjoy the experience, too!

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/


New York City: A Digital Toolkit for Customer Service

Posted on August 30, 2012 in Business Advice, Government Please leave a comment

New York City is providing a “Digital Toolkit” to small businesses to help them succeed (and hopefully stay and grow) in NYC. According to Mashable (one of the NYC partner organizations along with Google, Tumblr, and Weebly), the Toolkit “can incorporate technology and social media into their business strategy for marketing, sales and customer service.”

Let’s not start a debate about what Google does or doesn’t know about customer service. Instead, the Toolkit is intended to be “incorporated” into a company’s strategy. That begs several questions such as How do you use technology to communicate with and serve customers? How do you ensure consistency between online and offline customer service vehicles? How do you differentiate between online and offline customers and their needs? Are your online and offline customers often the same people?

But the most important question is What is your customer service strategy?

Too many businesses have marketing plans, sales strategies, and pipeline monitoring systems. But how many have a customer service strategy? How many have plans for retaining and growing with existing clients?

Before you jump into social media customer service or use a toolkit to define your own customer service strategy, create the strategy first.

Strategy first…toolkit second.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


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