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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

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

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Make Your Team’s STARS Align – 11/12/13 TOW

Posted on November 12, 2013 in Customer Service Tip of the Week Please leave a comment

We often talk about individual skills, principles, and philosophies that make an individual GREAT at customer service – we even wrote a book on it! But so much of customer service requires that we’re a great teammate to others, working together for the good of the customer and the company.

With that in mind, to be a great teammate, make sure your S.T.A.R.S. align:

  • Speed – Be responsive to teammates’ requests, voice mails, e-mails, issues. Be quick to them so they can be quick with their customers.
  • Take Ownership – If an issue or request comes to you from a customer, vendor, or other department, accept the responsibility of behalf of your teammate. Act on the need instead of telling the customer to look elsewhere for support.
  • Attitude – Realize that those same customer service attributes we promote with clients need to be used with teammates – be positive, open, and focused on what CAN be done.
  • Respect – Understand that your teammates’ responsibilities, their time, and their goals are important, too. Respect them with body language and tone, and respect what they do with your quality, responsiveness, and completeness.
  • Support – Be willing to jump in and help a teammate in need, willing to complete a project or take a handoff of a customer. In teamwork, it’s about the “we” more than the “me.”

 

To be GREAT at customer service, work hard to be a great teammate to others.


Build Up Your Peers to Better the Customer Experience – 8/6/13 TOW

Posted on August 6, 2013 in Customer Service Tip of the Week Please leave a comment

In developing relationships with our clients, rarely are we truly alone. Maybe for an instant or an interaction it’s just us and the customer. But if we look longer term (a patient stay in a hospital, an account holder for a sports team, a client for a bank, a taxpayer for a municipality), those customer relationships involve many employees working together for that customer.

And in most organizations, individual good experiences don’t necessarily mean an overall good experience or lasting relationships. Sometimes the difference between Good and Great in the customer experience is driven by the handoffs between the different areas and staff. So this brings up three key questions with some quick tips noted below:

How can we ensure the NEXT employee is prepared to receive the customer prior to the “handoff?”

  • Communicate between different areas of the organization about a customer and the handoff about to take place so the second employee anticipates and looks for the customer
  • Bring specifics into the equation (offer background on the customer to the co-worker) – ensure the next employee can pick up on one fact about the customer so the customer feels that the handoff was made effectively
  • Use names of co-workers when talking with customers about the next step to personalize the discussion and humanize the process
  • Show you care about your fellow staff member in front of the customer; have a pleasant, informal dialogue with your peer so that the environment is positive and professional.

How can we “build up” the NEXT employee in the customer’s mind?

  • Compliment the next staff member in front of the customer; this helps to create rapport and reduce customer anxiety about the process or the person
  • Use descriptive language to describe the next staff member – “they’re energetic, successful, friendly, etc.”
  • Address the credentials or experience of the next employee – “they’ve helped many people in similar situations to yours…they’ve been with us for 5 years…, etc.”

How can we check-in on the customer’s experience with the PRIOR employee?

  • Ask how the process has gone so far – possibly use open-ended questions to gauge their perception of the experience
  • Ask the customer how the interaction went with the prior employee; reinforce any positives they convey; offer empathy for any concerns they voice, and offer to follow-up on any issues, if appropriate.

Moving from a Good to Great customer experience can require employees to set co-workers up for success.

Enable the other employee to succeed to enhance the customer experience.

 


Round 1 – Sales v. Service – Ding, Ding! – 6/18/13 TOW

Posted on June 18, 2013 in Customer Service Tip of the Week Please leave a comment

They worked as a team…an individualized dysfunctional team. Let me know if you ever heard a story like this before.

Darla was just about the greatest sales rep ever. She could take someone from suspect to prospect to client literally in a matter of a few minutes or 2-3 conversations. Steven was the consummate professional when it came to customer service and client retention. He thrived in those 1-on-1 moments of truth, and he was strategic enough to nurture and grow relationships over time.

Darla and Steven hated each other. It wasn’t love-hate; it was more like respectful hate-hate. The way the business was organized, the sales rep made the sale, and then they’d turn the account over to service from that point forward. Darla only got commission off the initial sale, and she didn’t think that was fair since the organization earned thousands of dollars a year off renewals of contracts. She would actually earn more money if the client would cancel every year and sign a new contract with her the next day. “Why don’t I get compensated for future contracts that I started for the company?”, Darla would think.

Steven got evaluated and compensated on renewals, but he was always upset because Sales never obtained or shared the kind of information he needed to retain the new client, so he was essentially starting from scratch in relationship building with every new client. “Why can’t Sales think of anyone but themselves when they get a new client?”, Steven often wondered.

Darla and Steven were so good at what they did individually that they saw the shortcomings of the other very clearly.

This all-too-true story is about siloed organizations and misaligned incentives. If you want the organization to succeed, you have to incent staff to do what’s best for the long-term benefit of the customer and the WHOLE company – not just their own division or department.

Look at your incentives. Do they promote the department or the company? Do they focus on the short-term or long-term?

Ensure departments know how they impact each other – how their “output” is their co-worker’s “input.” Then incent long-term success.

 


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