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Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

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Nurture New Relationships – 6/4/24

Posted on June 4, 2024 in Customer Service Tip of the Week Please leave a comment

Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service.

All the while, he was in the process of renovating a storefront for his business, so he was dealing with the local municipality a lot on plans and inspections.  But to Freddie, the process was shockingly easy.  Well, maybe the process wasn’t easy, but going through the process was easy.

For the most part, submitting plans through the web portal, getting comments on plans and getting inspections scheduled and conducted was typical. Getting results of the inspections and correcting issues – these were all fairly standard processes – sometimes cumbersome, sometimes clunky or not self-evident.

The Secret Weapon

But Freddie had a secret weapon; the municipality in this community had a navigator position.  This was essentially a governmental point person to help business owners and developers work through all the different processes that they had to deal with for remodels, renovations, new development, etc.  No matter what area of the city or county that Freddie was dealing with, the navigator helped him through the process.

The navigator not only met with Freddie upfront when he first submitted his plans, but the navigator conducted what was akin to an onboarding session like you would do for a new employee.  The navigator set up bi-weekly calls with Freddie to ensure he was on track, and would have as-needed communications to help through issues.

See Him as an Individual

The navigator learned about Freddie as well as learning about his project.  The navigator would send Freddie information in advance of when he needed it to help him to prep for the next step and make sure he kept things on time and on budget.

The navigator’s name was Helen.  And while this seemingly fairy tale experience did not end with the main characters getting married, it did end with Helen having started and nurtured a relationship on behalf of the municipality with the new business owner.

Think about the new customers you have and how they and their needs are so different than those of your existing customers.  Intentionally map out a process and approach to help them navigate any pitfalls.  Dedicate resources to onboard these clients, nurture relationships, and grow your business by helping them to grow their success with a great customer experience.

Nurture New Relationships.

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Consider Client Onboarding – 3/11/14 TOW

Posted on March 11, 2014 in Customer Service Tip of the Week Please leave a comment


In Human Resources circles, a word that has become ubiquitous (which – by the way – is also ubiquitous) is “onboarding.” One way to define onboarding is that it’s the process of getting a new hire acclimated to their role as an employee. It’s also defined as “organizational socialization.” It enables new hires to get the knowledge, skills, and behaviors to have a successful transition into your business as effective employees.

While I’m not an expert on employee onboarding, I liken the concept to what we often recommend – let’s call it Client Onboarding.

When you have a new customer or client, if you are a long-term thinker, one who views the customer through the lens of their lifetime value as opposed to their one-time transaction, then it helps you to paint a picture of what Client Onboarding should entail.

If this new client of yours is one you want to keep for a long-time, over many years and transactions, consider these questions:

  • What can you learn about them today that would help you to better serve them tomorrow?
  • How can you ensure they have a good enough experience in this transaction that they’ll want to come back a second time?
  • What can you share with them that will help them to know how to navigate your services or processes more easily in the future?
  • Who or what do they need to know in your organization to begin forming the more social or personal relationship with your people and your business?
  • What can you do with the environment so that it becomes more comfortable, self-evident, and familiar to them in a next visit?
  • What can you do to solicit their feedback so they feel their voice is important and so you learn what’s important to them?
  • How do you convey the appreciation that makes them feel valued in their ongoing relationship with you?

While these were just seven questions, notice the common thread in each…that thread is the future. The references to tomorrow, second time, future, and ongoing. The discussion of begin forming, become, and next.

Get your clients onboard. Be intentional about what you need to do to get a long-term journey started with them.

Enable “organizational socialization” for your clients.