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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

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Structured for Service?

Posted on July 7, 2011 in Business Advice, Government, Healthcare, Sports Please leave a comment

Yet another company is caring about customer service, and this one is an Australian telco – Telstra. The organization is trying to get rid of its reputation for horrible customer service by – in part – creating a combined structure for its sales and service areas. According to a Wall Street Journal article, Telstra wants to “improve service, win customers, simplify processes and build new growth businesses.”

In short, it’s restructuring for the money. Who knows today if it will work for tomorrow, but the attempt has some key points that need to be addressed.

First, your organizational structure has a HUGE impact on customer service. We see this all the time with hospitals and pro sports teams alike. Two different departments talk to the same customer (i.e., patient or season ticket holder) at two different times. Does one department know what the customer just communicated to another department? Think “shift change” on a hospital unit or a handoff of a new sale to a season ticket account representative on a sports team. Is the organization structured for responsiveness and seamless communication?

The article also talks about how structures impact processes. If you’ve ever tried to get a permit to renovate a building or to add a deck to your home, you know about which I’m referring. How many different places do you have to go, people do you have to interact with, information sources you have to research to get the “okay” to do the work? The structure of most local governments emphasizes the efficiency of the siloed department above the efficiency of the overall process from the customer’s perspective.

To improve customer service, look at your structures and processes. Where do they hinder Service Excellence?

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Where Scripting Does (and Doesn’t) Work to Improve Survey Scores

Posted on June 1, 2011 in Business Advice, Healthcare, Sports Please leave a comment

I don’t promote scripting, because too many companies take it literally in that they force their employees – without the least bit of sincerity – to make the same statements over and over and over again to the customer.

“Did I deliver great service today?"

“I hope I provided excellent customer service.”

Customers can sense sincerity and insincerity, communications they trust and mistrust.

So when we hear that some companies have their customer service reps and other staff use those statements because “Great” and “Excellent” are ratings on the surveys, I cringe.

Don’t rig the surveys just to have them say what you want them to say in terms of “Excellent” or “Great.” Customers can usually smell that a mile away, and just as importantly, you may not be getting a true indication of your customer’s satisfaction.

Now when it IS beneficial to have a little bit of scripting and training and education with staff that relates to surveys is when the terminology you use to describe the attribute they’re evaluating is not obvious. Maybe you ask on the surveys about “discharge instructions,” but when you talk to the patient in the hospital, you never referenced the phrase “discharge instructions.” In these cases, either refer to “discharge instructions” using that term when they’re in the hospital so the patient knows what you’re talking about on the survey, or use a more simple term or phrase on the survey like “Did they explain how to care for yourself when you go home?”.

When you’re conducting a survey and you’re asking the season ticket holder for the pro sports team to evaluate their account representative, make sure they know about whom you’re talking. Have the representatives refer to themselves as “your account representative” or “your personal representative with the team” when talking to the season ticket holder.

Make sure that the terms you use on surveys are terms customers are familiar with from having dealt with your organization. If you want great performance, you have to make it clear with your employees what great performance looks like, and to evaluate that performance, use terms on the surveys that you commonly use with your customers.

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


When Contracts are Ending, Decisions are Pending

Posted on May 12, 2011 in Business Advice, Government, Sports Please leave a comment

In the recent article Landlords must focus on customer service, landlords in Nottingham, England note how they are focused more and more on customer service. With the down economy, they’ve been forced to shorten the length of leases, which means the customer’s decision to stay or go is made much more quickly and frequently. According to Anna Kirk of King Sturge, “tenants, in the main, hold the balance of power.”

So the customer holds the power. The customer makes the decision. The customer – your revenue stream – has leverage. For a landlord, the tenant’s leverage increases as the length of the lease decreases.

Likewise, for economic development agencies who have a business retention and expansion program, when local businesses’ leases are up, that’s an opportunity for them to move.

Similarly, when a season ticket holder for a sports organization comes to the end of the season, they have to decide whether or not to renew.

The point is that – whether with the landlord, for a local municipality, or for a pro sports team – when contracts are ending, decisions are pending. Revenue streams are not permanent; you have to work to make them continue. You have to work to build relationships and value during the contract term so that you’re not having to sell so hard at the end.

Having a 3-month, 6-month, or 12-month contract with a client should be looked at as a 3-month, 6-month, or 12-month opportunity to build rapport, relationship, trust, and credibility. You should be executing a plan during that timeframe to result in a renewal at the end.

So what’s your plan?

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


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