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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

Fix One Problem without Creating Another - 10/29/24


If you’ve ever had an issue with your dishwasher, this will sound familiar.  I’ve dealt with so many dishwashers over the years, and they always seem to have some kind of an issue.  Maybe it’s because of the mix of water and technology, but for whatever reason, these never Read more

Delight Your Customers - 10/22/24


Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way Read more

A More Complete Definition of Responsiveness - 10/15/24


I was purchasing something recently that was being custom-developed.  At one point, the company’s employee and I had a good 20 e-mails going back and forth - 10 from each of us.  Unfortunately, I broke my own rule, and I did not pick up the phone after 2 or Read more

Have a Game Plan to Address Their Anxiety - 10/8/24


It seems like we all get deliveries - whether it is UPS, USPS, FedEx, Amazon, the local courier, or all the above.  We order.  They deliver.  Or do they? It’s times like these, when we’re expecting that package, that item that we’re looking forward to or need urgently or are Read more

How Persistence Saved the Day - 10/1/24


Sherrie saw the customer walk into her store holding his cell phone, and Sherrie immediately knew that was William.  She had spoken to William on the phone about an hour ago, he said he would be at Sherrie’s cell phone store in less than an hour, and there he Read more

Notice the Little Changes - 9/24/24


“My, how times have changed.” Yes, times have changed.  As a matter of fact, one of the biggest reasons why an organization’s customer service deteriorates is that times have changed…customers have changed…and the company has not… If we think about customer service delivery today v. decades ago, changes in technology alone Read more

Don’t Hurry…Be Quick - 9/17/24


No, this is not a take off on the Bobby McFerrin song:  Don’t Worry Be Happy. It’s actually a take off on the John Wooden quote:  Be quick, but don’t hurry. When I read Wooden’s book with this title, I liked the concept, and not just because John Wooden was a Read more

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Recognize the Situation, and Pivot – 1/16/24

Posted on January 16, 2024 in Customer Service Tip of the Week Please leave a comment

The customer has a complaint, or they may have an important question about an order or their account.  You may be talking to them in an emergency room, in the lobby of the government building, on the phone, or in a video conversation.  And in many of these Moments of Truth, there is a high likelihood of the customer’s perceptions being affected based on how you handle the situation.

This is a Moment of Truth because of the topic, or the situation itself.  The Topic could be the complaint, the question about an order or an account, an encounter with a new customer, or engagement with somebody who’s upset.  The Situation could be a stressful emergency room visit, an encounter with a government agency, a wait time at the restaurant, or the arrival of the tech at the house 60 minutes after the scheduled time.

During these Moments of Truth, the employees have some control over the interaction. While it’s up to the customer to create their perception about the organization or the employee, this is where the employee needs to understand the critical nature of the topic, the critical nature of the situation.

Recognize the Critical Nature

The best employees in customer service recognize the critical nature of these situations and become agile. They have the ability to pivot – to flex their attitudes and actions in the moment.

The best can stop all other activities and focus on that individual.  They can downshift, pulling their emotions back to keep the situation calm.  They understand the frustration with wait times, and proactively communicate with the customer to decrease the perception of the wait and reduce the angst and anger.  Staff have empathy for the customer and convey understanding of the situation back to that customer.  The best staff have patience, speak with a specific intent for how to best communicate with that particular individual, and work through these situations with and for the customer.  They recognize and pivot.

Identify the critical Topics and Situations that you encounter.  Get in-tune with these situations, recognize when these critical moments are happening, and adjust your behaviors and words to deliver a great experience.

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It’s Not What You Did… – 12/12/23

Posted on December 12, 2023 in Customer Service Tip of the Week Please leave a comment

The statistic we have quoted a lot relating to customer retention is that 68% of lost business is due to perceived indifference. That means that about 2 out of every 3 customers were lost because the customer perceived that that company was indifferent to them.

It’s kind of an odd way to look at things. This statistic does not suggest that the company specifically did something to lose the customer.  This statistic can be interpreted to convey that it was what the company did not do that lost the customer.

So, let’s think about this as it relates to our individual roles…

The reason for the customer loss may not be the billing error as much as it is the LONG process to get the error rectified.

The reason for the customer loss may not be the content of the e-mail in response to the customer complaint; instead, the reason may be the lack of empathy conveyed in the company response.

The reason the customer decided to start buying the product elsewhere may not have been the callback from the company after the customer left a voice message with a question; the reason could be the fact that the customer call was not returned for a week after the message was left.

The reason they didn’t renew their annual membership wasn’t that the membership was a bad value. It’s just that the only time the organization contacted the customer was when the company was trying to sell the customer something.

When you think about how to better the customer experience, instead of always focusing on how to improve what’s currently done, consider what aspects of the experience lack urgency on behalf of the customer, lack empathy, lack responsiveness, or lack an intent to develop a relationship.

To improve retention, don’t always focus on what the company did.  Sometimes focus on what the company did not do.

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Talk Up Your Teammate – 12/5/23

Posted on December 5, 2023 in Customer Service Tip of the Week Please leave a comment

It happens all the time in business. The salesperson transitions the new customer to their service representative.  The nurse tells the patient about the doctor about to come into the room.  The gatekeeper tells the customer about the supervisor they’re about to transfer the customer to, in order to address an issue.

An employee is handing off the customer to a teammate.  At this point, the initial employee has a few options.  They can (1) Simply conduct the handoff, (2) Make the handoff with a little ambivalent or not-so-positive statement about their co-worker, or (3) Talk up their teammate in the handoff process.

We should strive to set our co-worker up for success.  We also want to deliver a great customer experience, one where we’re infusing positivity and building customer confidence.

So, let’s be intentional when we’re making that transition, discussing the co-worker about to enter the conversation, or transferring that call.  Let’s be intentional to infuse some positivity and confidence.

Our account holders love working with Jenny!  She’s very upbeat, is very responsive to requests or concerns, and she really enjoys getting to know our new customers.

Dr. Smith is excellent.  He asks about you, likes to listen and learn, and he’s cared for and helped patients in situations such as yours for over 20 years.

Julio’s definitely the best person to answer your question and help you resolve this issue.  I’ll let him know the details of the situation, and I’m sure he’ll ask you questions to confirm things.  He’s good at determining the cause of the issue, identifying a solution, and following through on his promise.

Part of delivering a great customer experience requires that we strive to be a great teammate.  And when we have to do those handoffs of the customer to a co-worker, be intentional about infusing some positivity and building customer confidence.

Talk Up Your Teammate.

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