strategy | Customer Service Solutions, Inc.

When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

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

Let Dialogue Drive Service Delivery – 10/6/15 TOW

Posted on in Customer Service Tip of the Week Please leave a comment


In talking with a client recently, they shared their approach to developing future services. Thinking 10 years down the road, they noted how technology, the community, and customer needs all would change.

This is a company with strong relationships with customers, and although they value innovation and creativity, what they value most is the relationship with their customers.

The core of their development of new services was described, and if you pulled out all the fancy terminology and new age infographics, their approach to new service development is simply based on having ongoing dialogue with customers.

The company described an iterative process where they initiate dialogue with current customers and non-customers. They ask about changing needs, preferences, and desires. They ask anticipatory questions about future trends, and they ask about what the company could best do with services and the experience used to deliver the services.

In short, they let customer dialogue drive the approach to service delivery.

Your customers use your services, they pay for your products, they judge your experience, and they stay or leave – they talk you up or down with friends – based on their opinion of your organization.

Uncover what they want and need and how they’d like to receive it, then deliver on those desires.

Let Dialogue Drive Service Delivery.

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I’m Big on the “Same Page” – 7/1/14 TOW

Posted on in Customer Service Tip of the Week Please leave a comment


Let’s get on the Same Page. How do you get everyone on the Same Page, going in the same direction? Before we move forward, let’s make sure we’re on the Same Page. You need to ensure you’re on the Same Page with your customer before you end the call.

I seem to find myself using the phrase “Same Page” over and over again. I’ll use it in training, when providing strategic guidance on culture change, in meetings with my clients, and in one-on-one discussions with staff.

The phrase comes out of my mouth so often because it applies to so much in service interactions and service cultures. In healthcare, you often have to communicate with patients about next steps. What must the patient do to care for themselves at home post-discharge? Who must they contact to talk about billing and insurance? Where should they go, and how should they prepare for an upcoming procedure? Getting on the “Same Page” means that you and that patient have a common understanding of what needs to happen next and when.

Many local governments are trying to change their cultures to be more flexible, more customer service-oriented, more high-tech while maintaining high-touch. So their employees may have to change behaviors and mindsets; they have to understand their greater purpose beyond the policies and procedures, and beyond the codes and ordinances. The leaders must get everybody on the “Same Page” about the reason government exists and the important role that customer service plays in serving the community.

In one-on-one personal conversations, the phrase “Same Page” suggests that all parties understand the situation, the goals, the next steps, and timeframes. This leads to well-understood expectations, work more likely done right the first time, and clearer communications.

In more strategic discussions, the phrase “Same Page” suggests that everyone in the organization understands what they’re here to do, and everyone understands their role in moving toward objectives, goals, and vision.

Communicate more clearly with others. Ensure that conversations don’t end before you’re on the Same Page.


A Customer Service Life – from Utilities to Consulting and Politics

Posted on in Business Advice, Government 1 Comment

Is it easier to deliver great customer service in a private industry than in a public or governmental organization? Yes, because customers of a federal, state, or local municipality don’t have a choice; there’s no competition, and therefore customer service at governmental organizations suffer. Or…No, because all private businesses care about is new sales and marketing, and they don’t truly care about customer service – they view it as purely a cost center.

So who’s right – the Yes crowd or the No crowd?

The real answer is that it’s easier to deliver great customer service if you have leaders who care about customer service – regardless of whether the organization is private or public.

Mayor Terry Sinnott is recognized in the article Meet your Del Mar mayor: Sinnott uses customer service strategies to better Del Mar for his success at San Diego Gas & Electric, as a customer service consultant, and as Mayor. When asked about his philosophies, Sinnott stated “Real effective customer service is based on learning, and you have to interact with customers to learn what they are experiencing and what’s positive and negative, and from that information you can develop new skills and strategies to make it better,”

He continued “The challenge is to figure out the strategy, set goals and help the organization understand the idea and know how to implement it,” he said. “Similarly, issues or ideas presented on the City Council must be represented to the community as best as possible.”

So the crux of these key points is that leaders need to listen to improve, and a big part of listening is asking the questions of all key stakeholder groups and using it to strategize. We’re not asking and reacting, constantly changing based on what fire or hot button issue is present. Instead, we’re asking, learning, strategizing, and implementing improvements for the long-term.

There are many nuggets in this article. Check it out, and make continuous improvement a planning-oriented part of your long strategy for success – whether you operate in the private or public world.

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