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When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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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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