process

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Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, 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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The Secret Sauce for Great Customer Service – 3/26/24

Posted on March 26, 2024 in Customer Service Tip of the Week Please leave a comment

I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and successful in helping our clients.  Remembering that question recently, I started thinking…

What’s the secret sauce for delivering great customer service?

While it’s not like talking about Delighting Your Customers or The WOW Experience, consistency is truly appreciated by customers.  If the customer understands what they’re going to get, when they’re going to get it, and why something’s happening, it sets and meets their expectation.  They develop comfort and confidence.  And it’s great when you’re confident that a business is going to deliver a positive experience.

But consistency can be somewhat of a nebulous term.  So, let’s talk about 3 concepts you can adopt to provide consistently positive customer service:

Be clear on WHY you’re doing something.  What is your goal for the day?  What are you trying to accomplish short-term and/or long-term?  It’s easier to become consistent if you have that North Star, you have that goal, you know what direction you are heading.  If you don’t allow each individual activity or task or challenge or interaction to pull you away from your goals, it’s easier to be consistent.

Create a consistent cadence.  This is about building some structure into your day or week.  Knowing when you are doing your daily or weekly plans.  Knowing when you take your breaks or hold recurring meetings.  Knowing when you do your check-ins with co-workers or customers.  Essentially knowing when and how frequently you are addressing your priorities, in particular.

Have a standard way or model of working.  I was on a call with a client recently, and they asked me a strategic question, and I gave them a very holistic strategy for addressing their need.  They really liked the model that I shared, and it’s something I’ve used for 20+ years to address certain problems.  The model can be applied to an educational organization, government organization, retail organization, sports, healthcare – you name it!

By having a model, or having a standard process or way of doing things, you create some structure for yourself.  You can create some consistency.  Now, within that model or process, you might have different focus areas for different situations or different customers, but if you can create a standard process you go through or a standard model which serves as the lens through which you look at certain situations, it helps you to be more consistent.

Build your Why, When, and How in order to provide consistently positive customer service.

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