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

Posted on July 23, 2024 in Customer Service Tip of the Week Please leave a comment

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 information available to its clients.  The company thought they would need fewer call center staff, but what they realized was the additional information it provided clients created more in-depth and challenging questions from customers.  It turned out that the company needed roughly the same number of staff, but the staff had to be more knowledgeable.  What was expected of them was higher-level.  The basic questions were handled by customers on their own, so now they had deeper, more complex questions to be answered.

That story addressed the company view and how – in the end – the website impacted what was expected of employees, how their expertise had to improve.  The same thing will occur with AI.  Companies will use AI to do the basic things, the more monotonous things, the more time-consuming, lower-level activities.  Our tasks will require more expertise, more knowledge.

Free Up Your Time, Expand Your Knowledge

So, let’s be proactive, and let’s see how we individuals can use AI to actually free up some time for us to focus on the higher level, the more complex, and position us more as consultants with our clients.  Here are three ways each of us can tap into AI to better ourselves.

Create Your Own FAQ Responses

Identify 5-10 core questions that you’re asked, and use AI to give you a draft set of responses for those types of questions with the specific types of customers who pose them.  Then you can tweak the draft AI responses to meet your needs.  Save yourself time by creating your own FAQs.

Develop Draft Messages/Documents

If you have typical e-mails or documents that you send to clients – whether it’s a meeting follow-up, a request for information, or details you’re providing them about a process, use AI to start the template.  Emphasize to AI that you want it to be professional and courteous, succinct and clear.  Use AI to be more consistent in typical communications.

Train Yourself

Identify some aspects of your job where you are not yet proficient or you’re not at the expert level.  Use AI to identify a list of resources or a set of information you can review to enhance your skill set.  It might be about a particular situation, type of customer, type of technology.  Let AI get you started on personalizing a professional development plan so you can more quickly learn and excel.

Use AI to save yourself time and help you speed up your own performance improvement.

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The New Burger Experience – 7/16/24

Posted on July 16, 2024 in Customer Service Tip of the Week Please leave a comment

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 good – expectations were high!

Wanting to do takeout, he hopped on the restaurant’s website at dinnertime, but there was no order online button. He did find a phone number, so he called; the system said they would send him a text with a link to the ordering page. He immediately received the link, immediately clicked it, and immediately realized the link was broken. He clicked over and over again, and it was broken over and over again.

Hurry Up and Wait

Well, the restaurant was only open for about 2 weeks, so he assumed they might not have gotten all of their technology together, or maybe they were overwhelmed by people wanting to check out the restaurant. So, Floyd decided to drive and order in-person. He packed his patience just in case the place was bombarded with customers wanting to check out the new restaurant.

When he arrived, Floyd’s assumptions were confirmed.  The line was at least 30 people long, with 10 standing outside.  As his place in line finally got inside the front door, he noticed that the kiosks that were set up within the restaurant for ordering were offline. Everyone went to the same sole cashier to order.

Employees Shine!

But then Floyd noticed some other things, as well. Staff were constantly engaging the people in line. They were bringing the food to the patrons and calling them by name. They were periodically giving an overview about the unique qualities of the restaurant and the unique ingredients used in the recipes. It was highly engaging and made the time go by fast. Despite all the activity and stress on the workers, they were making the restaurant shine.

In the end, there was a 45-minute wait from when he first got in line to when he finally got his food. Floyd tasted the burger, and it was OK. He tasted the fries, and they were OK. He tasted the shake, and it was fantabulous!

The next day, Floyd, burger-lover that he is, reflected on his experience. The place was basically brand new, so their technology was down. The lines were excessively long – all that was understandable. The food was adequate, so this is probably not going to be a place he frequents. But it was interesting that despite all of the glitter of this being a famous chef’s restaurant and all of the hype about the quality of the ingredients, the best thing about the experience was the people he encountered – the energy and positivity of the employees despite slow processes, bad technology, and a product that was middle of the road.

Sometimes you are serving customers, and you’re not always serving them top quality products or merchandise. Sometimes you’re dealing with processes or technologies that bog you down or bogged the customers down. So sometimes, the best part of the experience, is you.

Even if the rest of the experience is not memorable in a good way, do your best to make sure that the memories of you are positive.

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Challenges Create Opportunity, People Create Change – 4/20/21

Posted on April 20, 2021 in Customer Service Tip of the Week Please leave a comment

There are so many great things that have been said over the years about overcoming challenges, pushing aside the roadblocks of life, dealing with difficulties.  And these are important points of discussion because challenges are all around us.  There are challenges with our personal health or in our personal lives.  We could have the challenges of dealing with mean or angry individuals at work.  It could be the challenge of trying to support a customer but not getting the support of your co-worker.  The challenges could be inconsistent communications or ineffective systems and processes.  Maybe our challenge is due to our own personal burdens or biases or lack of professional development.

We have these challenges, but to overcome them or push them aside or deal with them, people have to take some action:

  • You’re dealing with essentially the same complaints from customers in your office every day. What can you do to reduce the number of those complaints that you have to deal with each day?
  • You’ve been given bad directions to a customer’s home 4 times this week – it wasted your time! What can you do to make sure it doesn’t happen 4 times next week?
  • You deal with an issue where you’re just not comfortable or confident. What can you do to become more comfortable and more confident?
  • The system is not intuitive for you. It takes you much longer to accomplish your work than it should.  What can you do to become more proficient?
  • The frustration of that angry customer gets to you. You get flustered and you get defensive, and the next thing you know you’re in a 10-minute conversation that never seems to go anywhere.  What can you do to manage your own emotions better?

We’re always going to have challenges.  We are human, and the people we work with are human, as well.  The systems that we work with are FAR from perfect, too!

Identify 1 or 2 of the challenges that cause you heartburn.  Then determine 1 or 2 actions you can take so that these situations happen less frequently or you’re more effective at dealing with them in the future.

Challenges create opportunity.  Be one of the people that creates change.

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