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From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

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Dealing with the First-time Fan – 5/5/15 TOW

Posted on May 5, 2015 in Customer Service Tip of the Week Please leave a comment


Customer service people, those in relationship management, those in call centers, those called service reps – they all at some point or another have to deal with the new customer. In sports, we call them the “First-time Fans.” These are the customers with the highest rate of turnover, and are therefore a huge priority for retention for organizations.

Instead of addressing the retention of the new customer from a strategic perspective, let’s look at it from the perspective of a representative. The customer is Jay. What is Jay like?

If you had to generalize Jay, he’s an unknown. You know less about Jay than any other customer in your business. He bought your service – but why? Was it a low cost offer (like a ticket discount), a service he never needed before (like outpatient surgery), or simply his moving near your business that drove him to your company?

He could be friendly, he could be open, he could be a techie, or maybe he’s a family man. He could make over $100,000 per year, he could anger easily, he could love your team, he could be impatient, or he could be very analytical.

He could be all of those things – or none.

Jay is the great unknown. He’s also beginning what could be a long journey with your organization. All customers are special, but view Jay as special in a slightly different way.

View him as a fountain of information. Someone so unknown, that that makes him intriguing. Jay is really James Bond; he’s 007; he’s someone new and exciting.

When you see Jay or the new patient, or the new customer, or the First-time Fan – get intrigued. Get inquisitive. Convey excitement about his newness.

Realize that to best meet his needs today and to keep him for the long-term, you have to get to know him. Ask questions; note the answers. Learn more and more so you can keep him longer and longer.

Let the intrigue of the new customer lead you on a quest to get to know them.

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Baby Come Back – 3/17/15 TOW

Posted on March 17, 2015 in Customer Service Tip of the Week Please leave a comment


I’m dating myself here, but do you know the 1970’s song “Baby Come Back” by Player? If not, think about the Swiffer sweeper commercials where a mop or broom sings the song to a customer who has converted to Swiffer – the mop’s competitor.

Even if the song still doesn’t ring a bell, think about these lyrics:

Baby come back, any kind of fool could see
There was something in everything about you
Baby come back, you can blame it all on me
I was wrong, and I just can’t live without you

The mop lost a customer. He was heartbroken, and he wanted her back.

What’s the customer service lesson from the song? It’s this: Never let customers – even those that are lost – become a prospect. You worked too hard, too long to gain the customer and develop a relationship, so there should be some pain in the loss. But don’t let those hurt feelings or the hurt bottom line cause you to fully cut off communications with past customers. Instead, take these three actions with lost customers.

First, find out specifically why they left. You can assume, but if you want to know the true reason, then ask. Whether it’s through Exit Interviews or less formal means, identify the true reasons to apply those lessons to existing clients and operations.

Second, convey your interest in continuing communications with them. Even if all you say is “If it’s okay, I’ll plan to touch base with you every few months just to check in and see how you’re doing” or “If I come across something that might be of interest to you, I’ll send it your way.”

Third, keep the relationship warm. Create a Former Client Touch Point Plan, where every 2-6 months (based on the industry and customer type), you send them some information that may be of interest to them, something about a change or improvement in your company, or something of value to them.

I’m not suggesting that you spend undue resources on customers who’ve left; rather I’m simply suggesting that you never let those relationships go stale.

Don’t let lost customers become prospects. Adopt the mantra “Baby Come Back.”

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Districts Can Take Customer Service to HEART

Posted on February 4, 2015 in Business Advice, Education Please leave a comment

Blog 2-4-15“Customer Service” can be an uncomfortable phrase to use in the education world. We’ve seen this lack of comfort at the K12, community college, and university levels. There is often a discomfort with viewing students as customers.

But the idea of serving others is clearly important to those in education – it’s amazing how much care that education industry professionals can show for that student – whether they’re the kindergartener or the near-term college graduate. So where there’s care, there’s a heart part to what people do in education.

To learn to best deliver what we’ll call “Service Excellence” to students, parents, and others inside and outside of the school district, the Cleveland Metropolitan School District is partnering with the Cleveland Clinic on training that taps into their HEART customer service training program. According to the article Cleveland school district getting heart-to-heart talks from Cleveland Clinic, the District is “no longer a monopoly in the market where people go to school because we said so.”

Competition has spurred this focus on Service Excellence, and the training is just a piece of what the District’s doing. They’re also “labeling” (in a good way) staff’s roles beyond their functional responsibilities to also address their role in the service experience. A local community college is better measuring satisfaction, and they’re sharing results with the community to raise transparency about performance.

When you think about competition, growth, and success in the eyes of a community – don’t be daunted by the challenges, and don’t try to manufacture growth or focus on the competition. To get there, you have to start here – inside the organization.

Equip staff with the tools, motivation, training, and expectations to deliver Service Excellence. Take Customer Service to HEART.

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