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Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

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Be Proactive like a Pro – 3/9/21

Posted on March 9, 2021 in Customer Service Tip of the Week Please leave a comment

We constantly work with clients, encouraging them to become more proactive with customers.  Don’t just be reactive, waiting for the customer to ask questions or to complain.  Instead, go to the customer, anticipate their needs, suggest something to them.

But many of us, frankly, don’t know how to be proactive.  We think we give great customer service because we answer questions…when asked.  Or we resolve issues…when the customer complains.  Or we address a need…when the customer presents the need.

That’s not truly great customer service; that’s basic, fair-to-good customer service.

To be great, be proactive.  But how?

Here are some questions to ask yourself (or the customer) to ensure you’re being proactive:

  • Ask the customer “How was your experience?”  Then act on the information provided by sharing key takeaways with others in your organization or by addressing the customer’s experience.
  • Ask yourself “What is their next step in the process?”  Then make sure they understand that next step.
  • Ask yourself “What else do they need to accomplish their goal?”  Then share your knowledge with them.
  • Ask the customer “What are you hoping to accomplish?” or “What’s your goal?”  Then chart a plan to get them there.
  • If you cannot meet their need as requested, ask yourself “What’s an alternative solution?”  Then offer the other option.

 
To be proactive with a customer, you don’t have to be the best in the world at empathizing with other people or reading their minds.  Sometimes you just have to ask the customer (or ask yourself) the right question, and then take action based on the response.

To be great at customer service, be proactive – Ask and Act.

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Assuming the Solution – The Great Time Waster – 12/3/19

Posted on December 3, 2019 in Customer Service Tip of the Week Please leave a comment

Here are 3 customer service scenarios for a college IT department:

  1. A staff member calls in and says that they’re having trouble logging in.  The employee responds:  “I can reset your password for you.”
  2. A faculty member calls IT and says: “I need help showing a video during class next week; do you know Meredith?”  The employee says “Oh, I know Meredith; let me get you in touch with Career Development where she works.”
  3. The employee asks the staff person from the other department “do you know what the status is on that work order?”  The other individual responds “I’m trying to get to it as fast as I can; I’ll put a rush job on it for you.”

One reaction to these scenarios is that the person responding is being very proactive.  They are jumping on the request and coming up with a quick solution or next step. Unfortunately, these are conversations where assumptions took place, and each assumption was wrong.

In the first case, the login difficulty had nothing to do with the password.  In the second case, Meredith had worked with IT before and was suggesting that the faculty member contact IT for support.  In the third example, they weren’t looking for a rush on the work order.  They were seeking an update just to make sure it would be done when needed.

Many customer service people are so responsive and so willing to help that they can run to the next step to try to get the ball rolling and to resolve an issue.  But if that’s done before clarifying and confirming what that real issue may be, they may be solving a problem that doesn’t exist.  They may be taking action down one path without realizing they’re going in the wrong direction.

These are examples we saw at a University client years ago, and these are examples that we see in mystery shopping that we conduct for clients today.

Be proactive. Be responsive. Take action on behalf of the customer.  However, first make sure that you clearly understand what they’re seeking before you take that action.

Don’t assume the answer and waste your time and the customer’s time as well.

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For Excellence to Happen, Get Engaged – 7/23/19

Posted on July 23, 2019 in Customer Service Tip of the Week Please leave a comment

The customer was throwing an absolute fit in the lobby. Sitting among several other customers waiting for her number to be called, she was raising her voice and letting out the occasional expletive about the lengthy wait time. An employee sitting behind the counter thought to herself: I’m going to ignore her and not make eye contact and hope somebody else deals with her.

The patient walked into the doctor’s office, and he saw that there was no line. There were 3 receptionists all looking at their computers. He didn’t know which line to go in, so he stood there, and nobody looked up. He then said “Hello” to nobody in particular, and one of the receptionist’s said: Last name.

The season ticket holder had a question about the survey that had just been emailed to her. So, she clicked on the e-mail address in the invitation and sent an e-mail to the research firm. The research firm replied with an answer within the hour. The customer replied right back: Thank you so much for the quick reply! I was actually kind of surprised that you sent an email. Whenever I email the team, they don’t reply unless I am asking for additional seats for a game.

These are 3 stories that happen all too often in business, and they are examples of bad customer service…when there is no customer service. Oftentimes, bad customer service is reflected in what employees do wrong or how a business is set up to make it difficult on the employee to deliver good service.

But many times, it’s the lack of service that is bad customer service. It’s a lack of a response to the e-mail. It’s the lack of the greeting to the patient. And it’s the lack of taking care of an issue caused by other customers, and that issue becomes a bad experience for everybody sitting in that waiting room.

Sometimes the best way to deliver a good experience is simply to show up. Respond to messages. Initiate a conversation with a greeting, a welcome. Address that irate customer before they create an environment that spreads negativity to the other customers.

For excellence to happen, get engaged.

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