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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

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

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Should I Stay or Should I Go? – 2/23/21

Posted on February 23, 2021 in Customer Service Tip of the Week Please leave a comment

Should I stay or should I go?  That’s not just a classic song by The Clash.  It’s also the question customers ask more and more, especially during difficult economic times.

A recent study in the Charlotte Business Journal noted that 50% of North Carolina businesses are concerned with how to maintain their existing customer base.  Even after almost one year of dealing with COVID-19, that concern continues – understandably so.

Customers are the life of any business, so sustainability and growth as an organization depends largely on retention and growth of the customer base.  Since the question I’m highlighting from the Business Journal study focused on existing customers, let’s talk about your current base of clients.

For you to maintain your existing customer base – before developing strategies or launching some major personalized reach-out campaign – let’s pause.  Let’s first determine what information we don’t know, and then let’s ask our existing customers to supply us with the information we need to keep them!

Retention:  Why did our customers begin working with our companies?  What about our products, our services, our people brings them the most value?  Why do they stay with us?  Why would they leave?

Growth:  Are they aware of our array of products and services – especially those that they don’t currently use?  Do they know about new customer processes or technology, policies or perks that could benefit them?  Are they aware of special values, resources, or unique opportunities available to them as existing customers?

Future Plans:  How likely are they to stay with us, to purchase more, to want to upgrade what they get from us?  How likely are they to look elsewhere for our types of services, and who else is competing for their interest or their dollar?

Every day, our customers are asking themselves whether they should stay or go.  Let’s make sure we’re asking them the questions so that we have the answers we need to keep them for the long-term.

Get customers to tell you why they would stay.

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Let Your Goal Determine Your Question – 2/2/21

Posted on February 2, 2021 in Customer Service Tip of the Week Please leave a comment

In the early 2000s, when the economy hit the skids, companies realized that they couldn’t take their customers for granted.  They needed to ramp up customer service.  They needed to listen to the Voice of the Customer.

During the Great Recession in the 2008-10 timeframe, much of the “new marketing strategies” that developed were really a repackaging of customer relationship development and client retention and growth initiatives.

Fast forward to today, and largely due to the Coronavirus pandemic, the economy is taking a hit again.  Companies are trying to determine how to change their customer experience, but they – again – are having to retain the customers they have as they hope to navigate through these waters and be positioned for continued success down the road.

One consistent response to these economic downturns is that companies have refocused on the importance of listening to the customer.

When you listen to the Voice of the Customer, oftentimes that voice is being shared in response to your questions.  These might be questions when you’re dealing with a customer issue, but let’s think a little bit more strategically – consider the customer voice you hear through your research.  You may have questions that you typically ask in a customer survey or in a focus group, but try to avoid the typical.  Instead, let your goal determine your question.

For example, if an organizational goal is to retain customers, ask why they became a customer in the first place, what keeps them with your business, why they would consider leaving.

If your goal is growth with existing customers, ask them about their needs.  If those needs are not being met by your company, ask them how those needs are being addressed.  Inquire about their awareness of your other products and services.

If you want to differentiate your business by having an exceptional customer experience, ask customers how your experience compares to others.  Ask how they would define a “great customer experience.”  Ask them to give you an example of an organization or a situation that provided an exceptional experience.

In times like these, most organizations are holding on to customers as tight as they can, and most discerning customers realize that fact.

When you’re considering tapping into the Voice of the Customer to learn how to strengthen that relationship, discuss organizational goals before you ever discuss what research questions to ask customers.

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Make 2021 the Year of Building Relationships – 1/5/21

Posted on January 5, 2021 in Customer Service Tip of the Week Please leave a comment

I’ve been very fortunate over this company’s 20+ years in business to have great and long-lasting relationships with many clients, colleagues, business partners, and co-workers.  It’s a gift to be able to call on these individuals for advice or referrals or to be a sounding board.  And it’s just as big a gift when they reach out to me for those same purposes.

There is no recipe for how to maintain business relationships over long periods of time.  If there was one, I’m sure Google or Microsoft would have branded it by now and made their bajillion’s.  There’s no recipe because every individual is different, every organization is different, every dynamic between two people is a little bit different.  And although there is no one recipe, there are a few guiding principles that I go by that I thought I’d share with you as you continue to maintain and develop your own relationships in the working world:

  • Think and act in a long-term manner. A relationship is a long-term thing.  It’s not a transaction.  Knowing that forces me to think and interact in a way that conveys I have the other person’s long-term best interest at heart.  That might mean giving them advice and guidance that results in CSS not getting a contract in the near-term, and that is absolutely fine.  It’s about what’s best for them long-term, not what’s best for CSS.
  • Be appreciative of others. Other people make decisions all the time about whether or not to work with us or whether or not to respond to my messages.  I appreciate the consideration and the responses.  The proverbial attitude of gratitude is a real thing; appreciate others because they are unique and special.
  • Treat EVERYBODY with respect. That means everybody I engage with or run into – I just try to make respect an all-the-time kind of thing.  I really work hard to treat others with undivided attention, like they are the most important person in the world to me.  And usually, in that moment, they are the most important person in the world to me.
  • Build Trust. I conducted a team-building workshop for an Executive Team, and I had them write 3 things that others do that helps them to trust the other person, and write 3 things that others do that makes the individual not trust others.  The variation in responses was amazing.  “Build Trust” may be the hardest principle of all because trust-building/breaking can be defined differently by different people.  To build trust, If somebody tells me something in confidence, I keep it to myself.  If I say I’m going to do something by a certain time, I do it.  If I can’t do it or not within the timeline, I let them know.

 

Now, as a disclaimer, I’m not perfect at these guiding principles.  I mess up, but I’ve found that if I’ve worked to establish a relationship, the other person will give me some grace.

Keep in mind that I’m not naturally the most extroverted or gregarious person in the world.  I’m not a relationship savant.  So, I have to work at relationships.  I have to think about it.  I have to have principles and apply them over and over again.

Use these principles and those that align to your values to make 2021 the year of building relationships.

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