proactive | Customer Service Solutions, Inc. - Page 4

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

Same Place, Different Experiences – 9/26/23

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

Meredith was getting discharged from the clinic, when the nurse came in, gave her a packet of information including the discharge instructions, explained the next steps, and asked if Meredith had any questions.  Freida, across the hall, was told that she could leave when ready.  However, Freida had to ask if there were any discharge instructions since she hadn’t received any.

Meredith was going to the sporting event, and she was very excited!  Her account representative e-mailed her a week beforehand with instructions on parking options and other amenities/activities around and in the arena.  Freida showed up to the same sporting event.  She had no idea where to park, how much it would cost, or where to enter the arena.

Meredith happened by a new coffee shop, and she ordered a drink.  The employee showed her where the cream, milk, chocolate, and other items were that Meredith could add to her coffee.  The employee also told her about a loyalty program.  Freida went to that same coffee shop later in the day, got her coffee, and left.  She thought:  This tastes good but could have used a little more milk and a dash of mocha.

Both Meredith and Freida went to the same businesses on the same day.  Obviously, these businesses need to learn a lot about consistency, because they were all inconsistent in the experiences that their customers received.  In each case, Meredith had a better experience.  And the key differentiator was that the people serving Meredith were proactive.  They were anticipating next steps, and the result was a customer who was more comfortable, more confident, had a better experience, and even had a better cup of coffee!

Don’t wait for the customer to ask.  Stand out from the crowd by simply being more proactive.

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Be Proactive without being Pushy – 9/20/22

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Delivering great customer service isn’t just about responding and reacting.  It’s also about being proactive.  Developing relationships involves reaching out first, not just extending our hand when somebody reaches out to us.

But it’s all too clear that those of us who are in service roles prefer those roles to sales, and when we think about proactively reaching out, often we think that we’re selling to others – Ick!  However, if we don’t reach out to our clients or customers, we are not fully meeting their needs.

So, if we are not pushing products, why are we proactively reaching out to customers?  Here are some examples of why to reach out.

Freshen: To keep the relationship fresh.  If they haven’t heard from us except when they are buying something or complaining, those quiet periods are when relationships go stale.  It’s when they view us more as a commodity than as a partner.  We need to keep the relationships fresh.

Understand: Reach out to better understand them and their needs or issues.  This can be via an informal survey; maybe as part of a conversation, you ask about how things are changing in their business or their lives.  You’re trying to learn from them to better serve them.

Match-make: You reach out because you have a base understanding of their needs, and your organization has something that might help them, in particular.  You’re trying to match who they are with what you can do for them.  In some ways, we’re doing them a disservice if the customer has to go to your company for one thing and 3 other companies for other services – all of which you provide – but they don’t know that because we haven’t informed or educated them on all you can do for the customer.

Thank: You proactively reach out to convey appreciation and show that you value them.  You literally reach out to say Thank You and to check-in on them.  It makes them feel like an individual instead of an account number.

Request: You can even reach out to simply ask them if they know of anyone who might be a good fit with your business, who might benefit from a relationship like your customer has with your company.  You’re not selling; you’re just giving them the opportunity to make a connection for a friend with you and your organization.

Great customer service includes reaching out to customers – be proactive without being pushy.

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And YOU get a Thanks, and YOU get a Thanks… – 6/15/21

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

Yes, Oprah Winfrey gets her first shout-out in a CSS Customer Service Tip of the Week!  She’s famous for many things – one of which was giving out presents to everybody in her audiences.  She would happily proclaim:  And YOU get a gift, and YOU get a gift, and YOU get a gift!

And as generous as that was, in the back of our minds we all know that she’s SO wealthy, that she can afford to give all those people gifts.  Well, even if we all are not rich, we can still afford to give our customers the gift…of thanks.

I’m sure that we’ve all been brought up in homes where we were told that – in business – when the transaction ends, somebody should say “thank you” and somebody should say “you’re welcome.”  But oftentimes in our personal lives, we give them our money, they give us the merchandise, and there is dead silence.  But we want to hear a thank you.  So we, the customer, say “thank you!”  It’s like saying “thank you for taking my hard-earned money.”  Or “thank you for the privilege of buying this combo meal; I really appreciate it!”

It shouldn’t be that way.  Employees should initiate the thanks.  Employees should convey the appreciation because the customer has an option; the customer could take their business elsewhere.  So, the employee should be the one closing positively and showing appreciation.

As you’re completing your transaction, and as that conversation on the phone or face-to-face is about to end, get in the habit of initiating the thanks, of initiating the appreciation.  And even if the customer says thanks before you get the opportunity, say thanks to them back. Say “I really appreciate your coming in” or “I really appreciate your bringing this to our attention.”

Realize that the customer has an opinion, and that opinion matters – that decides if they want to stay with you or want to go elsewhere.  Make sure that their last memory of their experience with you is your statement of appreciation.

Thank the customer first.

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