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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

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Secret Shopping to Uncover…Great Customer Service?

Posted on December 21, 2011 in Business Advice, Healthcare Please leave a comment

We’ve done enough secret shopping for our clients to know that employees are not happy to learn that they might be shopped. It’s tough to get evaluated, and it’s especially tough when the evaluator is some mystery person. But in the article Secret shoppers reveal best in customer service, a mystery shopping engagement in California results in…awards!

The secret shoppers identified eight residents who provided exceptional service, and the eight individuals were rewarded with certificates and prizes.

This is the part that many organizations forget when they do research – whether that research is a customer satisfaction survey or a mystery shopping engagement. The goal is not just to see what you can do better, but it’s also to celebrate success. We often talk about redirecting people when they do poorly and reinforcing what they do right. It’s not about punishment; it’s about improvement. And one of the best ways to improve is to highlight (and then replicate) success!

We have a hospital client which we meet with quarterly to review patient satisfaction survey results and create Action Plans for the upcoming quarter. Well over 60% of the Action Items listed deal with sharing positive results with staff, recognizing customer service stars, and celebrating success.

So when your organization does research, remember that’s it’s not about the “gotcha” moments. It’s about finding opportunities to improve and opportunities to reward and recognize.

Get shopped to highlight great customer service.

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/

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


How to Increase Customer Loyalty Without Becoming Disney or Zappos

Posted on December 14, 2011 in Business Advice, World of Customer Service 1 Comment

A recent study highlighted in the Sacramento Bee (Good Customer Service is Key to Capturing Holiday Shoppers) addressed the impact of customer service on customer loyalty (or disloyalty). Results included:

· 29% stopped shopping at retail stores because of a bad shopping experience

· 71% avoid certain brick-and-mortar retail stores due to unhelpful/unfriendly employees

· 41% stop patronizing a business because of long lines or long wait time.

So it’s about the experience, the people, the processes.

But what’s even more interesting about the results is this conclusion – to improve retention, simply address the reasons why people leave.

While many organizations focus on creating the “WOW” experience or transforming your employees into Disney “Cast Members” or creating a Zappos culture, what is more tangible and provides more bang for the buck is finding out why customers leave.

So research. Interview former customers, or ask current ones why they’d leave. Know why they’d go, eliminate those loss reasons, and watch sales grow.

To become great at customer loyalty, increase your knowledge of why they’d leave…and act on it.

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/

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


Tell the Patient What to Expect

Posted on December 7, 2011 in Business Advice, Healthcare Please leave a comment

A UK physician practice that had won a Customer Service Excellence Award addressed what they did to ramp up customer service in a PULSE article. In a nutshell, this is what they did:

  • They decided they wanted to win an award for customer service.
  • They did research with patients via interviews and surveys to determine what the patients wanted out of the customer experience.
  • They determined what needed improvement in the eyes of the customers.
  • They used this information to define expectations (or customer service standards or policies) that patients should have of their experiences with the practice.
  • But they also used this information to define expectations (or customer service standards or policies) that the practice had of patients.
  • They trained staff and changed processes to ensure that they could meet these expectations.
  • Then they continuously publicized these expectations.

Pretty simple stuff, right? Another way to view this approach is the following:

  • Define a Rallying Point (a near-term goal that explains why change needs to occur). Staff can buy-in to change a lot better if they understand the “why behind the what.”
  • Ask the customer what they want and expect.
  • Improve performance to address those expectations.
  • Define and communicate expectations that customers have of you…and that you have of customers.
  • Then deliver, deliver, deliver.

Create your own plan to become great at customer service.

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

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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