plan | Customer Service Solutions, Inc.

Home  /  Prep Enough to Personalize – 4/15/25  /  plan

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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

•••••

Prep Enough to Personalize – 4/15/25

Posted on April 15, 2025 in Customer Service Tip of the Week Please leave a comment

Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, and they always feel heard and appreciated.

Howie believes in doing two things well: Preparation and Personalization.  Before the call or video chat, before that e-mail he sends, he simply writes down the goal for that correspondence.  Sometimes it’s to be clear. Sometimes it’s to be understanding and sometimes to encourage the customer.

Next, Howie actually reads all those notes on the system that the techs or the customer service reps put in relating to this customer.  He tries to understand a little bit about where they’ve been recently and where they’re at today.  He tries to get a sense of how happy they have been with the company’s service.  And he tries to get a sense of the customer themselves.  He refreshes on those little stories, those anecdotes that are unique about the customer, the information on how long they’ve been a customer or what system they have in their home.

In his preparation, he uses the knowledge that somebody took the time to put into the system.

Then he makes the call, or he starts the chat, or he creates the e-mail.  Though he understands customer service techniques, and he knows whatever scripts or guidelines he’s been given, he is focused on personalizing the conversation.  He utilizes the customer’s name, references some of the stories, notes the information that his co-workers have put in the system, and he weaves all of that information into the conversation.

Nobody feels like a number when they talk to Howie because he prepped enough to personalize.

Make preparation and personalization your calling card.

Signup for FREE Tips!    Contact Us    More Resources for You    Visit Our Home Page


Get Your Customers to Brag, Not Bolt – 4/8/25

Posted on April 8, 2025 in Customer Service Tip of the Week Please leave a comment

Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure.

You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your organization, they want to let others know they’re a customer of your business.

You don’t want CORF.  This is where it’s the “in thing” to talk negatively about an organization.  Customers go out of their way to say they’re not affiliated with or not a customer of an organization.

So, how could any one of us as an individual help to create BIRG – that positivity about our organization in the customer’s mind?  Obviously, every encounter, every communication, every Moment of Truth is an opportunity to create BIRG.  But there are also opportunities to create these positive feelings from your customers in what you say about your company.

Talk positively about what the company has now: You could describe the great website that has all of this excellent information or enables the customer to get their needs met on their own.

Talk positively about the company’s future: You could use an important communication vehicle from our sports clients – communicating the “Direction of the Team.”  This is where you talk about the company’s vision.  You could mention the expansion plans, the community initiatives they have underway, renovations that will take place, or new products and services on the horizon.

Talk about the customer’s role in the company’s success: State “When you, Mr. Customer, do ABC like you did, that really helps us out.  We are here to serve our customers, so thanks for the opportunity to do so.  Our company would not be nearly as successful if it wasn’t for great clients such as yourself.”

Talk about your feelings working for the company: Mention that you’ve worked there for 10 years because it’s a company with good values.  You enjoy working there, and it’s amazing how the company gives you the training and tools you need to do a good job. You could mention how it’s great to work for a company who listens to your ideas and is always trying to get better.

If we want our customers feeling good about our companies, think about what you can do to talk positively about your company’s present, its plans for the future, the customer’s role in its success, and what you like best about working there.

Build up the BIRG.

Signup for FREE Tips!    Contact Us    More Resources for You    Visit Our Home Page


Narrow Your Focus to Seek Excellence – 4/1/25

Posted on April 1, 2025 in Customer Service Tip of the Week Please leave a comment

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 the crux of what they’re trying to do is to get better.  They’re trying to improve.

When we used to conduct assessments for companies 15-20 years ago, we would identify a laundry list of things they needed to improve.  We’d note the 60, 80, 100 different recommendations.  Some were very tactical in nature, while some needed to be addressed over a period of several months or a year.  Others were very strategic in nature.

What we found was that the more we categorized, organized, and consolidated those recommendations, the less daunting the list appeared to the client, the more manageable the list was to address.

Now, the maximum number of top priority recommendations we typically provide is 20, and more likely we’ll have 5-10 key focus areas.  So, if you want to get better, if you want to become great, if you want to achieve excellence – particularly as an individual – identify some broad but important areas of focus.  Here are 3 quick examples:

Could You Communicate Better?  This could involve improving your communication skills, your business writing effectiveness, being more intentional about the words you use or more cognizant of your body language and tone of voice.

Could You Become a Better Planner?  You could identify what needs to be done by when, what your priorities may be.  Then, lay out your work over a period of days or weeks or – for big projects – over months in order to ensure you’re not having to scramble at the end of a project to meet the deadline.

Could You Better Prepare Your Customers?  Do you send information to the customer expecting an immediate review or quick turnaround?  Instead, lay out what the process is going to look like for the customer, what you expect of them, what they can expect of you, when those activities will happen.  Lay it out so the customer’s not put in a position of having to be ultra responsive to you without any forewarning.

Identify a few broad but important areas where you can be better.  Then use them as an ongoing focal point to continuously improve, to seek excellence.

Signup for FREE Tips!    Contact Us    More Resources for You    Visit Our Home Page


1 2   Next »