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G.A.B. – The Survey Guiding Principles - 3/28/23


You’re excited!  The company has okayed your conducting a survey, and you immediately think of a half dozen questions you want to ask every customer.  You document your questions, get input from others, and all of a sudden you have a Word document with 36 questions instead of 6.  Read more

Build Your Shield - 3/21/23


When the customer complains or the boss gets upset, when the negativity gets too personal or you get that unprofessional e-mail from the angry client - those are the times when we can feel hurt.  Those are the times when we in customer service roles can feel that physical Read more

Avoid the Aggravation; Confirm the Key Point - 3/14/23


In this age of instant information and auto-completion of texts or e-mails, we are quick to get one thing done and move on to the next thing.  Technology often helps us to complete our work more quickly.  Yes, there’s even AI technology that’s starting to wreak havoc on the Read more

Frame the Ways to Get Back Your Customer - 3/7/23


Every organization that gains customers is in a position to lose customers.  For the sports organization, it’s the lost account holder.  For the healthcare provider, it’s the member who enrolls with the competitor at the end of the year.  The retailer, the software provider, the financial services firm – Read more

RELATE to Your Customers - 2/28/23


One of the more interesting processes we go through with some clients is the development of Customer Service Standards.  One might think that the expectations that organizations have of their staff are pretty consistent when it comes to customer service and relationship-building.  However, the Standards are often unique because Read more

Show Progress to the Customer - 2/21/23


When I enter the Chick-fil-A drive-thru lines, there are typically 10-15 cars ahead of me.  The cars move slowly but surely.  Employees take your order.  Others confirm your order.  Others provide the food.  In a study conducted a couple years ago, Chick-fil-A was noted as having the longest drive-thru Read more

Provide the Promise of Patience and Kindness - 2/14/23


Patience and kindness go a long way in life, and they go a really long way in customer service, as well.  These are two of the harder qualities to exemplify in customer service, particularly when you are spinning multiple plates, have a backlog of work or calls or contacts Read more

When You Can’t Say “Yes to the Address” - 2/7/23


I was interviewing a frontline staff person for one of our local government clients recently as part of our CSS Training Development Process.  They described their customers and the difficult situations that they face, their tougher conversations with customers. This individual supports local events, so there’s a lot of planning involved.  Read more

How to Fix Other People’s Problems - 1/31/23


I was helping a friend navigate some healthcare processes recently, so I conducted a 3-way call with my friend and the physician practice to try to get things cleared up.  The employee I spoke with on the phone - let’s call her Katie. There had been poor communication between different Read more

What to do When You’re in the Middle - 1/24/23


Bob and Sarah are arguing, and you’re in the middle.  Bob’s an employee, and Sarah is a customer, and they have a difference of opinion.  Somehow you’re involved even though you didn’t have anything to do with the interaction in question, the complaint being addressed.  You find yourself being Read more

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To Improve, Understand Why You Do What You Do – 10/19/21

Posted on October 19, 2021 in Customer Service Tip of the Week Please leave a comment

In the 7 Habits of Highly Effective People, Stephen Covey says that habits form at the intersection of desire, skills, and knowledge.  Desire is the WANT TO do something.  Skills is the HOW TO do something.  Knowledge is a combination of the WHAT TO do and WHY TO do it.

Many of those who are best at serving others, who are best at customer service, have the desire to help others.  They have the desire to meet a need, to resolve an issue, or to just engage people and do something for others.

In our professional lives, we hope to build our skill set, we go through training, watch webinars, read, and learn from co-workers and mentors to build our skill set.

To build our knowledge, we learn policies and procedures and people and places and products and services.

Understanding the Why

But the one area of this habit-forming approach that is often neglected – or at least not considered enough – is the “why to.”

And yet, the why to is often the most important thing.  It notes the purpose of what we’re doing.  It notes the potential benefit of our actions and our attitudes.  It suggests the key reason for the habit we have or the habits we’re hoping to form.

So, think about the habits you have formed or want to form.  Maybe it’s a habit of how you greet somebody or how and when you respond to messages.  Maybe it’s a habit of how you plan or how you organize.  Maybe it’s the mindset you take when you’re dealing with an angry customer.  Maybe it’s a habit of who you share information with or who you don’t share information with in certain circumstances.

Now take a step back, and ask yourself the why question.  Why do you greet people like you do?  Why do you respond to messages the way you do and in the timeframe you do?  Why do you plan or organize the way you do?  What do you have a certain mindset when dealing with certain people?  Why do you share information with some people but not other people?

If you want to change a habit, want to form a new habit, really want to improve the things you routinely do, the actions you routinely take, the attitudes you routinely have, then start with asking yourself why you’re doing those things today.  By understanding yourself a little bit better and the reasons behind the habits, it’s easier to see whether and why you should change those behaviors.

To improve, understand why you do what you do.

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The Most Important (BLAND) Customer Service Skill – 10/17/17

Posted on October 17, 2017 in Customer Service Tip of the Week Please leave a comment


People great at customer service are often responsive and efficient. Not the sexiest words to use, but I’m going to use an EVEN MORE BLAND (How’s that for hype!) word to describe much of what drives responsiveness and efficiency – Organization. Continuously work on your personal organizational skills:

  • Save the Trees! Rely less on paper – instead, have soft copies of more/all information – using e-mail, PDFs, One Note, and other tools that can be more easily organized together.
  • Add “Virtual” Structure: Organize your files by client or topics or project or initiative. Use subfolders to best refine that structure. Don’t be one of those folks with one e-mail folder – the 30,000 e-mail Inbox!
  • Plan Your Work: Plan your weeks at the end of the prior week or first thing that new week. Ensure you have the time to do what you need to do each day to reduce the chance you get behind.
  • Work Your Plan: Plan your days at the end of the prior day or first thing that day. Work your top priorities first, and if you did a weekly plan, you won’t have to think about tomorrow until tomorrow.
  • Feng Shui Anyone? Make sure your work area is arranged to make it easy to find information, to share information, to quickly get what you need for a client response or a meeting.
  • Out with the Old: Purge or archive old files – whether it’s hardcopy or e-mail, the longer you keep old information near the new, the longer it will take you to find what’s truly relevant.
  • Quickly In (and out) with the New: When assigned a new quick task or asked for a response, consider doing it right then instead of putting it on a list to do later. This keeps your backlog down and increases your responsiveness.

 

If you want to be great at customer service, find ways to be more efficient, more responsive, more effective, and even save yourself some time.

Get organized to get better at customer service.

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Get Better to Get a Raise – 10/10/17

Posted on October 10, 2017 in Customer Service Tip of the Week Please leave a comment


I was giving a speech recently about organizational culture, and the focus of the talk was the approach to culture by best-in-class organizations.

One organization I highlighted bases employee raises – in part – on how much staff have improved their own skills and capabilities. In one sense, that’s an odd thing to consider. Isn’t it the organization’s responsibility to develop staff? Shouldn’t staff just do their job? Isn’t performance more important than skills and capabilities?

Those are all logical questions, but let’s instead focus on the following questions. What if your organization rewarded you for developing your skills and capabilities? What if your organization realized that the way to improve organizational performance is to improve individual and team performance? What if the organization believed employee development to be a shared responsibility between the company and the individual?

If that was the case, it leads to questions you can ask yourself. How are you improving skills and capabilities?

What are you reading? Who are you asking for feedback about your own skills, capabilities, and performance?

What are you doing to learn more about technology? About communications? About engaging your customers?

And about what are you being inquisitive that could improve your skills?

Ask and answer these questions for yourself.

Tomorrow, your customers will be different, your technology will be different, your leadership will be different. Maybe even your company will be different. Find ways to get better today to prepare for your tomorrow.

Make your own case for getting a raise. Build your skills and capabilities.

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