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Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

Avoid the Unfriendly Ghost - 3/25/25


Last week we talked about the qualities of “PERKI Customer Service,” essentially what attitudes and actions are characteristics of those who provide great customer service.  This week, let’s take the opposite approach.  What are some of the mistakes that people make?  Maybe these are mistakes of omission or commission; Read more

PERKI Customer Service - 3/18/25


After having worked on hundreds of projects over the years with thousands of thousands of individuals, some things become pretty clear. There are certain traits held by people who are great in customer service.  Look at this list, and do a self-assessment.  Which apply to you? Positive and Patient Do you Read more

It Helps to Downshift - 3/11/25


One of the first tips I heard when I was learning how to drive related to what to do when the brakes fail - downshift.  Shifting into a lower gear can slow down a moving vehicle.  I would explain this in technical terms to you, but considering I’m not Read more

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View Touch Points from the Customer’s Perspective – 5/28/13 TOW

Posted on May 28, 2013 in Customer Service Tip of the Week Please leave a comment

I received an email from my wireless telephone provider. They mentioned that I was now eligible for an upgraded phone at a discounted price (and if you’ve seen a 1990s flip phone, you’ll know why they want me to upgrade). Apparently the upgrade date had been reached, and I was eligible for the upgrade. One minute later, I received an email from the same provider telling me that it was an anniversary of sorts, and therefore I was eligible for an upgrade at a discounted price. About one minute later, I received a third email from the same wireless provider noting that I was now eligible for a discounted upgrade to my cell phone as a reward for my loyalty.

What the organization didn’t realize was that they were sending essentially the exact same e-mail at the exact same time with 3 different subject headings. The exact same upgraded cell phones were offered in each e-mail with those discounts available. So there may have been a Touch Point Plan that the provider had developed, but they were not looking at the plan from the customer’s perspective. Something that might have appeared very professional at first to the customer, turned out to be an aggravation after the third – essentially duplicate – e-mail arrived at my inbox.

If you work in a client relationship management role at your organization (for example, you’re a season ticket services representative for a sports team), this Tip of the Week is especially important for you. When you build your Touch Point Plans from the organization’s perspective, you determine when to send out information based on events or timeline triggers; make sure, however, that you’re not just looking at the plans from the organization’s perspective. Invert your Touch Point Plans to test them from the customer’s perspective to know what they’re going to receive and how they might perceive the information.

Develop Touch Point Plans from the customer’s perspective.


When Multi-tasking is Overrated in Customer Service – 5/7/13 TOW

Posted on May 7, 2013 in Customer Service Tip of the Week Please leave a comment

I was meeting with a sports business client recently, and they were describing that they have allocated portions of different staff’s time to use in relationship development with season ticket holders. And while it is interesting that they were beginning to devote time to serving existing customers through account representative relationships, it is also interesting to note how they were doing it. They were not devoting staff full-time to relationship management. They were taking about 30 percent of multiple people’s time to develop relationships with their account holders.

It was their perspective that they were managing approximately 4,000 season ticket holders with five employees (a high 800:1 ratio). In fact, since staff only spent about 30% of their time managing those relationships, they were actually managing 4,000 accounts with about 1.5 employees (or an even higher 2,700:1 ratio).

It is very difficult for employees to spend the vast majority of their time doing things other than developing relationships and still be expected to do a great job in relationship management. In other words, it is very difficult for people to spend their time on many different tasks and be expected to be great in any one of those tasks.

As an organization, if you want to be great at customer service or great at relationship management, can you be great if it is a small percentage of a lot of people’s work?

If you want to be great at something as an individual, can you be great if you are doing 15 or 30 often unrelated tasks during the course of the day?

Organizations wanting staff to be generalists need to understand the difficulty in creating great performance.

As an individual, you need to organize your work so that you can spend as much of your time as possible in blocks focused on one or two activities. Continual shifting into/out of different tasks does not lend itself to efficiency and high quality.

In order to be great at one thing, we need to figure out how to allocate our time to focus on that one thing for longer stretches of time.

Multi-tasking minute-to-minute is overrated. Focus your work, allocate your time in blocks, and succeed.


Physician Clinics, Processes, and Patient Satisfaction…oh my!

Posted on October 4, 2012 in Business Advice, Healthcare Please leave a comment

A recent study noted in American Medical News evaluated multiple aspects of a patient’s experience in a physician’s practice and determined that the three most important aspects of the experience all related to the doctor. The doctor’s knowledge, time spent with the patient, and access to the patient’s medical records were of greatest importance to patients.

However, there are a few points that might not be so obvious. Six of the next seven most important attributes all dealt with process – ease of billing, efficient billing process, time spent in the waiting room, etc. We believe that the 3 drivers of customer satisfaction in any industry are Employee Attitudes/Skills/Knowledge, Service Processes, and the Product/Service itself. So this process impact is not surprising, but it’s important. Key Conclusion: Make it easy and efficient for the customer to do business with you.

But another point in the article is typically as important. Other studies have shown that 40% of customer dissatisfaction is because their expectations weren’t met. This article notes how many patients compare their experience at a clinic to their experience in other industries. So it’s time for physician clinics like most other businesses to look outside themselves to learn. If the Ritz-Carlton makes you feel special, what can a physician clinic learn from them? If a NASCAR pit crew can change four tires and fill a gas tank in 12 seconds, what can a physician clinic learn from them? If Amazon.com can enable a 1-click purchase, what can the clinic learn from them?

It’s not just for healthcare organizations like clinics; this “looking outside yourself” benchmarking approach should be undertaken by local governments, the business operations staff for sports teams, community colleges and other education industry organizations, and retailers alike.

Key Conclusion: Customers come in with expectations about your business based on experiences with other businesses. So look at other businesses to identify improvement opportunities in your own.

Make it easy for the customer to do business with you…and to enjoy the experience, too!

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

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

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/


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