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Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

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

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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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