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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

Avoid the Unfriendly Ghost - 3/25/25


Last week we talked about the qualities of “PERKI Customer Service,” essentially what attitudes and actions are characteristics of those who provide great customer service.  This week, let’s take the opposite approach.  What are some of the mistakes that people make?  Maybe these are mistakes of omission or commission; Read more

PERKI Customer Service - 3/18/25


After having worked on hundreds of projects over the years with thousands of thousands of individuals, some things become pretty clear. There are certain traits held by people who are great in customer service.  Look at this list, and do a self-assessment.  Which apply to you? Positive and Patient Do you Read more

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

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Check Out These Customer Service Plans from the US Government

Posted on May 2, 2012 in Business Advice, Government Please leave a comment

If you go to http://customerservice.performance.gov/, you’ll see on the “Official Website of the U.S. Government,” the result of an Executive Order that the President put into play in April 2011. The President required that all Federal Government agencies create Customer Service Plans. Those plans are seen at the bottom of the US Government’s Customer Service Site.

Click on a few of the Agencies to see what they included. The Executive Order required the following:

  • “Establishing one major initiative (signature initiative) that will use technology to improve the customer experience;
  • Establishing mechanisms to solicit customer feedback on Government services and using such feedback regularly to make service improvements;
  • Setting clear customer service standards and expectations, including, where appropriate, performance goals for customer service required by the GPRA (Government Performance and Results) Modernization Act of 2010 (Public Law 111-352);
  • Improving the customer experience by adopting proven customer service best practices and coordinating across service channels (such as online, phone, in-person, and mail services);
  • Streamlining agency processes to reduce costs and accelerate delivery, while reducing the need for customer calls and inquiries; and
  • Identifying ways to use innovative technologies to accomplish the customer service activities above, thereby lowering costs, decreasing service delivery times, and improving the customer experience.”

Whether or not you agree with the plans, let’s at least consider their required components. They want to improve the customer experience through the use of technology. They want to gain customer feedback and use that for change. They want to have clear standards/expectations. They want to adopt best practices, streamline service processes, and reduce the demand for customer contacts.

These components are positive. They focus on customer satisfaction, data to drive decisions, efficiencies, and use of best practices. It would be nice if there were an employee/cultural component and an overriding Customer Service Vision, but we’ll take what we can get.

Review several of the plans, and ensure your organization has at least these basic components of a Customer Service Plan.

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/


Why the President Wanted to Mystery Shop

Posted on July 27, 2011 in Business Advice, Government, Healthcare Please leave a comment

You may have read the articles that came out recently that addressed the Federal Government’s plans to call different physician practices as a prospective patient. These callers would not have asked questions for the true purpose of learning the answer or becoming a patient. These are mystery shoppers. These are individuals who call to see how certain questions are answered and how certain policies are applied.

Essentially what the Federal Government wanted to do was to determine if some physician practices are turning away patients or delaying their access to care/appointments if they do not have a preferred form of health insurance. It wanted to use these mystery shoppers to identify people who are not doing essentially what they’re supposed to be doing.

It’s interesting that many companies use mystery shopping in this “gotcha” manner. This is why so many employees are negative toward mystery shopping. They feel like it is something being done to catch employees doing wrong. Staff feel like the only reason why they’re being shopped is so they can be caught and dealt with in some kind of a punitive manner.

But mystery shopping done effectively tries to gauge consistency of service, responses, and processes across the organization, from person-to-person and facility-to-facility. Mystery shopping done right tries to identify what internal best practices exist so that they can be leveraged across the organization. Mystery shopping done right identifies organizations do great, and what organizations need to improve upon. And mystery shopping done right also includes sometimes contacting your company’s competitors to see where you have a competitive edge and where you’re falling short through the customer’s eyes.

So while we understand the Federal Government trying to identify who is doing things in the most appropriate way, we encourage you to have a broader perspective in the use of mystery shopping. Use mystery shopping to reward, recognize, find internal best practices, find areas which are opportunities for improvement, and find ways to beat your competitors.

Mystery shop to improve performance.

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

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


The President is Pro-Customer Service – What This Tells Us

Posted on May 18, 2011 in Business Advice, Government Please leave a comment

In the article Obama Calls for ‘Customer Service’ Improvements in Federal Agencies, it’s noted how the President signed an Executive Order “mandating that each agency consult with OMB to develop a plan within 180 days to improve the user experience of its customers.” At least some component of the plan involves leveraging technology for customer service improvements.

Now we could delve into the political reasons for a President addressing customer service, but that’s not the focus of this post. The focus here is what we can learn from their approach.

The government is typically not an early adopter of new business trends and technology, but the article points out that the benefit of that is that it can look at what’s worked (best practices) and what hasn’t worked in private industry to learn from the outcomes of others. So this is Lesson One – don’t rely on your own smarts when there are probably others (in similar industries or situations) who may have already blazed a trail, identified what works and what does. Find best practice organizations and learn from them.

Much of the Federal Government’s initiatives are focused on internally sharing information on the customer (i.e., you and me), becoming more integrated from a data-standpoint to become more efficient internally and consistent and responsive externally. This is Lesson Two. At some point, you have to look at all the systems, all that data that you have organizationally that relates to your customer and make sure it’s shared internally, easily accessible internally, fresh and accurate. You have to see a common picture of your customer no matter where you are in the organization.

Find best practices from others, and find a way to have all the siloed pieces of your organization sharing what they know about your customer. It can improve efficiencies, quality, and – oh yeah – customer service.

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

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