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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

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

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Share the Why to Value the Customer – 7/25/23

Posted on July 25, 2023 in Customer Service Tip of the Week Please leave a comment

We encourage our clients to explain “The Why behind the What” to the customer.  Usually we suggest that staff explain Why so that the customer understands the reason for a change or can buy-in to a particular solution.

However, explaining the Why is also effective when you’re doing some very routine things for the customer.  When you explain Why you’re doing the task, the customer understands the benefit to them.  It makes them feel valued.  It often makes them feel important.

I’ll walk you through this document, so you’re clear on the main takeaways and are comfortable with the next steps.

To keep you informed, I’ll send you an e-mail on Friday with an update.

To protect the carpet and floors in your home, I’ll be wearing covers on my shoes.

I’ll share a copy of the contract using an encrypted document to protect your privacy.

I’m providing you this 1-page map of the event site so you can quickly get to the activities of most interest.

I’ll give you my cell phone number so you can easily get in touch with me if you have any questions or if other needs arise.

If you just take the action noted in the 6 statements above, then:  You share a document, you send them an e-mail, you wear shoe covers, you send the contract, you give them a 1-pager, you give them a phone number.

However, if you explain Why and focus on the benefit to the customer, then: They feel comfortable with next steps, they’re kept informed, their carpet and floors are protected, you’ve protected their privacy, they save time getting to the activities of most interest to them, and they can easily get in touch with you as needs arise.

Even when you’re doing the routine, try to describe it to the customer.  State what you’re doing, but also share Why to help them feel important and valued, to ensure they understand the benefits of what you do for them.

Share the WHY to Value the Customer.

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Redefine “Access” to Treat Customers Special – 11/29/22

Posted on November 29, 2022 in Customer Service Tip of the Week Please leave a comment

One of our clients puts on major events throughout the country.  When we conduct post-event surveys, many of the attendees rave about the access they had to certain entertainers, locations in the venue, parking lots, or even information.  Others decry the fact that they lacked that access.

This does pose an interesting question:  If we want to treat our customers special – even if we’re not in the entertainment industry – what kind of special access can we provide to customers?

In some ways, “Special” is in the eye of the beholder, but allow yourself the opportunity to think on the following questions for those customers where something a little special, something above and beyond, makes them walk away feeling a little special.  Let’s redefine “Access.”

People: In what cases can you grant a customer access to a particular co-worker or department within your organization that is not commonly promoted as a point of contact in communications or the company website?  Maybe it’s access to a leader, an expert, a not highly-publicized telephone line or department.

Resources: When can you provide access to resources that are not commonly available?  It could be some internal documents, some How To’s, an online portal or an app, information you can e-mail, or key lessons learned from other similar clients.

Locations: Where can you provide physical access to a certain location at your facility, special parking or entrances, or certain special locations?  The information or the product or service is the same, but how they get there may be unique, where it’s located might be special.

Experiences: What are the types of experiences you can grant access to for this individual?  You could invite them to a webinar or a town hall meeting.  They could attend some special entertainment or presentation.  Think about even small gatherings you have for those community, civic, or charity events that might be promoted to the general public but not directly communicated to the customers.

Granted, access is tough to offer to customers, at times, but if we take a step back and redefine what could be considered a “Special Access Opportunity,” we might be able to grant access to our customers in new ways.

Redefine “Access” to Treat Customers Special.

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Keep in Mind 3 Key Questions – 11/22/22

Posted on November 22, 2022 in Customer Service Tip of the Week Please leave a comment

Customers want to be heard.  If they have an issue or need or something that requires your support, they want to be understood.

When we are trying to find a resolution or fulfill a need, when we’re trying to help a customer achieve their goal, sometimes we can be so immersed in the details of the situation that we lose sight of the big picture. Other times, we can be so focused on our policies or our procedures, our products or protocols, that we’re not truly seeing this from the customer’s perspective.  And in this day and age, sometimes we’re just so busy that we don’t have the time or patience or inclination the handle the situation correctly.

To simplify things for ourselves and increase the opportunity for success for the customer, when you have the responsibility to support the customer in addressing their issue, need, or goal, keep in mind 3 Key Questions:

What’s their STORY?

Ask about their situation.  Try to understand a little bit about who they are as a person and the lens through which they’re viewing what’s going on.  Note where they’re coming from so that you know the starting point from where you can lead them.

What’s their GOAL?

Sometimes the customers are really good at giving us the game plan for how they want us to fix their situation, but often their game plans won’t work.  There’s some policy or time constraint or procedure or approach in their plan that will not work.  So, put yourself in the role of being the solution-provider – understand their goal.  And once you understand, keep this goal at the forefront of the remainder of the conversation.

What’s their PATH?

This is where you, as the expert, truly become the solution-provider.  You know their story…so you can empathize.  You know their goal…so you understand the desired outcome.  Now, you can map out a path for getting from their point A to the desired point B, and you can describe that path based on your understanding of the individual in front of you in the story they have told.

When you are helping somebody out of a bad situation or getting a need addressed, when you’re dealing with somebody who has a certain goal and they don’t know how to get there, simplify things for yourself.  Keep 3 Key Questions top-of-mind to help you navigate the conversation.

What’s their Story?  What’s their Goal?  What’s their Path?

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