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Talk About Yourself to Build Customer Confidence - 4/16/24


When you’re dealing with somebody who is anxious or nervous about a situation, a customer who feels like they don’t have much control, an individual who is unsure and uncertain, it’s important to put the customer at ease.  It’s important to build their comfort level.  It’s important to help Read more

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

“You’re the Boss” - 2/20/24


Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to Read more

Customer Understanding Leads to Relationship Growth - 2/13/24


We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered 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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