personalize | Customer Service Solutions, Inc.

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

Delight Your Customers – 10/22/24

Posted on in Customer Service Tip of the Week Please leave a comment

Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way to summer vacation, it seemed like bugs were everywhere.

When Janet first met Buddy, he had come to the house to provide a free assessment.  He wasn’t offering discounts to get new customers, but he was offering a free review of needs.  Buddy spent 45 minutes walking in and around the house, hunching down in the crawl space, and looking up at the trees.

Identifying the Need

At the end of the review, he sat down with Janet, and he gave his assessment of her issues and needs.  They discussed her goals, and then he emailed her a document the next day.  The visit and the follow-up document were personalized.  The document included a summary assessment of her home, not just a quote with a 1-liner describing the treatment and the cost.  It explained to her – often in her words – what were the biggest issues, needs, and goals for her home.  Buddy offered a couple different pricing options and a recommended cadence of inspections and treatment.

Getting Rid of the Bugs

When the treatment began, most things seemed to get better immediately, but they weren’t perfect.  Buddy reached out to Janet to get her input on how things were going, and she noted the mosquito problem was just about as bad as ever.  The next day, Buddy sent one of his men to the house to augment the treatment they had already done.  The mosquito situation got better within 48 hours.

Penning a Thank You Note

Six months into the service program, Janet opened her mailbox, and there was a small gift from Buddy.  It was simply a nice pen.  No logo on it.  Instead, there was just a handwritten note from Buddy thanking Janet for her business and hoping she enjoyed the pen.

Buddy was new to the bug business, but apparently he wasn’t new to understanding people.  He wasn’t new to understanding how to build a relationship.  He did 3 things exceptionally well to delight his customers: The Personalized Experience, the Exceptional and Responsive Support, and the Unexpected Positive Surprise.

To delight your customers, learn a little from Buddy the Bug Man.

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A Story of Willie and Aubrey – 2/8/22

Posted on in Customer Service Tip of the Week Please leave a comment

The gift shop was a great experience!  Aubrey had bought items online from the shop for years, but she had never stepped foot in the store itself.  However, when travel plans took her on a trip to new surroundings, she took time out of her day to go to the shop.  Aubrey was greeted immediately by Willie, the shop owner.  Her first words were “Hi, I’m Aubrey Matthews.”  That’s all she had to say.

Willie was immediately excited, as he recognized the name and instantly knew that this was a long-distance customer.  They had never met, but Willie was so excited to meet Aubrey face-to-face and to talk.  They chatted and walked around the store together.  Though Willie had never met Aubrey and never heard her voice, he instantly knew who she was – a treasured customer.

Willie cared enough to know Aubrey’s name, her preferences, her “story.”  It made a huge impression on Aubrey, and Aubrey bought several items that day as well.

Now, what’s the lesson?

When you interact with a customer, don’t just think about their order or issue – think about THEM.  Who is the person you’re speaking with – what’s their story?

When you complete a call or transaction, document some of the personal side of the customer (Were they rushed, emotional, have some upcoming event?  What did you learn about them personally?).

When you then initiate a contact with a customer, don’t just consider the issue or service you’re going to discuss, consider the characteristics of the customer you’ll be talking with, as well.  Don’t view it as “Company” and “Prospect.”  View it as Willie and Aubrey.

Engage the customer as a unique individual.

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Tailor to the Type – 5/25/21

Posted on in Customer Service Tip of the Week Please leave a comment

Every customer is different.  We need to look at each customer as unique, because they feel that they and their situation are unique.

But even when you have that individual focus, there are a few basic philosophies of great customer service that apply to certain customer types:

  • If they’re upset, listen.
  • If they’re new, learn.
  • If they’re long-term, appreciate.

 
When people are upset, they want to feel that you care, like you truly want to help.  But when you interrupt or argue, you’re not allowing them to vent and blow off steam.  You’re not allowing them to make their point.  You’re conveying that you don’t care.  If they’re upset, listen.

When a customer is new, you want to begin developing a relationship, and as we often say, it’s easier to have a relationship with someone you know than with someone you don’t know.  Be inquisitive.  Ask questions.  Why did they shop with you?  What do they need?  What do they look for in an organization like yours?  If they’re new, learn.

When you’ve had a customer for a period of time – a recurring customer, they want to feel like you value their past purchases, their business…like you value them.  Get to know their name; be patient; reference past positive interactions.  Say “Thank You” over and over again – they deserve it!  If they’re long-term, appreciate.

Know what type of customer you’re engaging, and refine your approach.

Tailor Based on Customer Type.

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