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Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

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Increase Research for Improved Customer Relations During COVID-19

Posted on August 11, 2020 in Business Advice Please leave a comment

What makes a relationship? Many actions can make or break a relationship, but all solid relationships require at least two things: Communication and Caring. And customer relationships are no different in this respect.

No Communication = No Connection

If we don’t have some frequency of dialogue with the customer, then we not only are not top-of-mind, but we’re not even “bottom-of-mind.” We are not in the mind. They don’t think of us, they don’t consider us because the relationship has gone stale.

Now caring is in the eye of the beholder. How one person defines whether they are cared for by the other may differ from individual to individual. But if we put things in the context of the customer relationship, there are some more consistent realities. Communicating with the customer just to sell isn’t relationship-building. A lack of communication isn’t relationship-building.

What Caring for the Customer Requires

Caring requires that people feel like they’re viewed as an individual – that we value them. It requires that we usually listen more than talk. It means that we try to understand their issues, needs, and goals, and – if they want more than the listening ear – we address those issues, needs, and goals.

So much of what I just described suggests that we can – and MUST – improve customer relations through research, and CSS is conducting a great deal of research in this COVID-19 environment because our clients understand this truth.

Customer research done correctly involves a company asking a customer a question. It involves the company seeking information from the customer, ultimately for the customer. Sometimes, well-designed research instruments convey caring for the customer and valuing of the customer just by how the tools are worded and what questions are asked.

Design with the Customer in Mind

What do you need to know about the customer to help them? What do you need to learn about them to best serve them? How do you identify their priorities, their issues, their concerns, their perceptions, their preferences? And how do you construct these questions in such a way that you convey that you care? We’re talking about research, and we’re not necessarily saying it’s purely web-based surveys. This can include one-on-one interviews, phone follow-up from account representatives, or check-in calls from staff. This could include informal e-mail requests, or it could include facilitated ZOOM focus groups.

Whatever it is, do enough of it to know enough about as many of your customers as possible to help them. If you professionally design with the conveying that you care in mind, you will improve customer relations.


Use Customer Comments to Continuously Improve – 11/27/18

Posted on November 27, 2018 in Customer Service Tip of the Week Please leave a comment


It’s that time of year when all good Americans due their duty – to purchase holiday gifts online. Okay, maybe it’s not as much a duty as it is a joy or chore, depending on your point-of-view.

Before I purchase anything online, I seek out reviews. This may involve a review from some reputable online publication. More often, I seek out reviews from fellow customers, and I put a TON of weight into their opinions. Even though the seller may offer specs on the product and glowing descriptions, the words of customers who purchased the item mean more.

They tend to tell you about the ordering and shipping experiences. They tell you how the assembly went, what they like and dislike, what works and what doesn’t, and what type of support they receive if there’s a question/issue/return involved. It helps me to make an informed decision.

Now, what it should also do is to help the seller improve the product or the buying process or the support process.

Think about seeing the buying experience, the “setup-for-use” experience, the product benefits/drawbacks, and the support experience all through the customer’s eyes! It’s like mystery shopping without having to mystery shop. It’s real-time information from real people about real experiences.

If you want to know how to improve yourself, your service, your organization, or your product, look for sources of customer input that already exist (and create those that don’t). Review the input; determine the common threads; find opportunities to recognize others, and find opportunities to get better.

Use customer comments to continuously improve.

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Bank on Higher Level Service – 9/25/18

Posted on September 25, 2018 in Customer Service Tip of the Week Please leave a comment


In the recent Bloomberg article “Some banks are giving tellers more to do and better pay,” a Goldman Sachs survey is highlighted. It notes how more and more people are going to digital means to find answers to questions through self-service, and then they go to tellers or a branch if they can’t find the answer. Essentially, the article talks about how so many of the more common questions and inquiries are addressed without ever going to a human being.

So, what does this mean for the frontline staff?

Employees Deal with More Complexity
It means that when staff get questions, those questions are typically more complex. Therefore, they need to be well-versed in higher-level issues and challenges and with software applications that might not have anything to do with their own business. Maybe it’s a Venmo request, but they’re calling a bank that has nothing directly to do with Venmo. Maybe it’s a PayPal question, but their bank has no formal relationship with PayPal.

Customers Already Invested Time
Another consideration is that, if the customer didn’t find the answer to their question via the self-service methods, then they’ve already gone through a process and spent time on an issue before they ever get to a person. Therefore, they have already invested time and energy, and their patience may be waning. There may be more of a sense of urgency in their request.

Customers are Frustrated with the Lack of Results
Third, since they attempted to do this on their own and they could not, they might have a greater likelihood of being frustrated when the conversation starts. They’ve already made the attempt and not found the answer. So these frontline employees are being asked higher-level questions about other sources of information or other services that might not relate directly to their company. They are dealing with customers who have already invested time and energy, dealing with customers who may be frustrated with the lack of results from that expenditure of time and energy.

When you’re on the phone with the caller today as opposed to even 10 years ago, make sure you’re aware of those other features and functions and sources of information that your customer may go to first. Make sure you know the higher-level answers and have the patience to deal with folks who might have a sense of urgency because they’ve already spent time looking elsewhere. And make sure you understand that people might be upset with something that has nothing to do with you – maybe it’s a lack of an answer from another source – but now they’re not only coming to you with a higher-level need, they’re coming to you with a little bit of frustration as well.

In this digital world, have a sense for what the customer has gone through as a part of even getting you on the phone, because oftentimes you’re not the first source; yet, you’re dealing with a customer and the emotional baggage that their encounter with that first source left behind.

Bank on Higher Level Service.

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