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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

Fix One Problem without Creating Another - 10/29/24


If you’ve ever had an issue with your dishwasher, this will sound familiar.  I’ve dealt with so many dishwashers over the years, and they always seem to have some kind of an issue.  Maybe it’s because of the mix of water and technology, but for whatever reason, these never Read more

Delight Your Customers - 10/22/24


Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way Read more

A More Complete Definition of Responsiveness - 10/15/24


I was purchasing something recently that was being custom-developed.  At one point, the company’s employee and I had a good 20 e-mails going back and forth - 10 from each of us.  Unfortunately, I broke my own rule, and I did not pick up the phone after 2 or Read more

Have a Game Plan to Address Their Anxiety - 10/8/24


It seems like we all get deliveries - whether it is UPS, USPS, FedEx, Amazon, the local courier, or all the above.  We order.  They deliver.  Or do they? It’s times like these, when we’re expecting that package, that item that we’re looking forward to or need urgently or are Read more

How Persistence Saved the Day - 10/1/24


Sherrie saw the customer walk into her store holding his cell phone, and Sherrie immediately knew that was William.  She had spoken to William on the phone about an hour ago, he said he would be at Sherrie’s cell phone store in less than an hour, and there he Read more

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Should you tell the customer? The Employee’s Dilemma – 4/30/19

Posted on April 30, 2019 in Customer Service Tip of the Week Please leave a comment


Last week we looked at the dilemma that many companies face – When there is an issue that is going to happen, should they tell the customer? This week, let’s address that same question from the employee’s perspective.

I personally experience employees struggling with this question when I’m in the role of the consumer. I’m talking to the customer service representative, and they’re saying they can take care of something, but they’re not telling me how long it will take. They are talking to me about some additional options, but they are not letting me know how much they’ll cost. Sometimes it’s not even during a conversation when I experience this as a consumer. I go to a website I utilize often, and it has unexpectedly changed dramatically. I call to talk to my customer service representative, and they’ve left the company.

There was no communication about how long the process would take or the cost of the additional options. There was no advance notice that the website was changing or that my account representative was leaving.

This lack of communication could be caused by the employee not wanting to bring up an issue that may make the customer upset or result in a longer call. The employee may try to avoid conflict, or they may be evaluated on how long they spend on the phone. Maybe they don’t notify the customer of the new website or the exiting account representative because they themselves weren’t aware, or maybe they were aware but don’t think ahead and view situations through the eyes of the customer.

The reasons are varied, and while some of those reasons are not controllable by the employee, some are controllable. The employee can choose to talk about process steps and timing, or not. They could address the pricing of the different options, or not. They could give the customer a “head’s up” on the new web design or the fact that the account representative will be leaving, or not.

When deciding whether to be proactive and tell the customer about the issue or the change about to happen, start with this core question – What’s in the best interest of the customer?

It’s hard to fail in your role as someone seeking to serve and retain the customer by doing what’s in their best interest. Communicating the unwelcome news may be the tougher decision, but it’s usually the right decision.

Communicate in a way that addresses the best interest of your customer.

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Customer for Life – The Final Step – 4/16/19

Posted on April 16, 2019 in Customer Service Tip of the Week Please leave a comment


Two weeks ago, we addressed the Third Step of keeping a Customer for Life: Address what will keep them. Now, we’re sharing the Fourth and Final Step. To have a Customer for Life, you have to grow your relationship with them.

While the 3rd step is the toughest – since 10 different customers might have 10 different reasons to stay with your business or go – the Final Step is the one most customer service representatives are uncomfortable with, don’t enjoy, or – frankly – can’t stand doing. Why? Because it means we have to ** gulp ** sell.

No!! Not Sell!!

Yes…sell.

Personally, I never enjoyed selling, and I never felt that I was good at it. Part of the reason why I felt that way is because of how I defined “selling.” To me, selling was pushing a product on somebody that didn’t want it. It was starting a conversation that another person did not want to have or did not find useful. It was pressuring somebody into something just to extract money from them. I guess this was my definition because – in various situations in my personal life – this had happened to me. I was thinking of the worst of those personal situations and putting them in a box marked “SELLING.”

But to have a deeper relationship with someone, you need to grow the relationship. You need to seek out the needs that are under the surface and better understand the issues that impact them, and you have to offer support. You have to be willing to go a little further in your understanding of the other person and their issues, needs, and goals so that you can go a little further in helping them as a friend.

If you want a Customer for Life, you have to take that extra step as well. You have to be inquisitive enough to ask deeper questions about the real issues they face and the real goals they’d like to attain. And you’ve got to be willing to not only identify resources that you can offer them to address those issues and those goals, but you’ve got to take the next step and be willing enough to suggest those resources to them.

This is how I got over my aversion to selling. I view it as an opportunity to help somebody through something that my organization can provide. It’s not identifying a product that we have and figuring out who to push it to. It’s taking a deeper interest in what my client is dealing with or trying to achieve, and trying to help them achieve it. Sometimes that aid is in suggesting other resources or giving informal advice, and sometimes it is suggesting that they tap into some of our CSS resources.

To have a Customer for Life, realize you need to be willing to deepen the relationship by asking those more difficult questions and being willing to suggest solutions to the client.

To keep a customer for life, redefine “selling,” and then sell to serve your customers better.

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Customer for Life – The Third Step – 4/2/19

Posted on April 2, 2019 in Customer Service Tip of the Week Please leave a comment


Two weeks ago, we addressed the Second Step of keeping a Customer for Life: Never let a relationship go stale – keep the communication going. Now, we’re sharing the Third Step. To have a customer for life, you have to address what will keep them. Sounds simple, but this is the hardest part. Let’s assume that you’ve addressed the first 2 steps (knowing the customer and keeping the relationship fresh – the communications ongoing). Now you’ve got to address their retention-drivers.

This is hard because you could have 10 different customers with 10 different reasons they’re with you, with 10 different reasons why they’d leave you. Mary may be with you for your responsiveness, and Mark is with you for convenience; Jennie is with you for a particular product feature, and Josh is with you because he receives great value. Renee wouldn’t leave as long as she’s treated consistently, and Rashaad wouldn’t leave as long as he’s treated like a king.

You see, to have a Customer for Life, this 3rd step requires that you know each customer uniquely and – more importantly – you consciously address each one as unique. You have to be highly responsive to Mary and make processes easy/convenient for Mark. You have to ensure Jennie never loses that feature, and you’d need to reinforce perceived value and add actual value for Josh. You’d have to be consistent with Renee and ensure your co-workers provide her the same level of service; with Rashaad, you’ve got to treat him like a king!

To create a customer for life, be conscious of the unique quality that keeps each customer. Then – in every encounter – strive to address that reason for staying.

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