Is There a Huge Miss in Your Reopening Plan?

Advertising disclosure: This blog participates in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means to earn fees by linking to Amazon.com and affiliated sites.

The shipping clerk leaned across the counter to hand the customer a receipt. The customer instinctively leaned in to take it. 

In an instant, the recommended six feet of social distancing was compromised.

You can see examples like this everywhere. There are awkward interactions in stores, restaurants, and other businesses as people consciously try to keep their distance, while unconsciously moving together. 

Regulations, enhanced procedures, and training won't suddenly make us safe if people stick to their old ways.

As Dallas-area businesses reopened in early May, Mark Cuban hired secret shoppers to conduct physical audits at approximately 300 businesses. The audits revealed just 60 percent of mandatory safety precautions were being followed.

Large chains and small businesses alike faired poorly. The auditors found just 4 percent of businesses were following all of the necessary regulations.

This could easily be your business. Here's an important consideration before you reopen.

An open sign hanging outside a business.

Social distancing is not a habit

Keeping six feet apart, wearing masks, and frequently washing hands are all new behaviors. People have spent their entire lives interacting with other people one way. Now we're suddenly asked to change.

Our precautions can quickly unravel.

My neighbors have a new puppy. The dog is undeniably cute and is natural a magnet for other people. In the blink of an eye, I witnessed the mom, the dad, their two children, and children from two other families cluster in a tight circle to pet the dog.

Kids and adults from three families were all mixed in the blink of an eye. 

The safety precautions your business takes can break down just as quickly. Here are a few instances that I’ve witnessed in the past two months:

  • Customers get too close to each other while waiting in line.

  • A barista forgets to wash his hands after ringing up an order.

  • A customer is coughing as he walks into a store without a mask.

  • Regular sanitation schedules get missed during a hectic rush.

  • An employee hands a customer a receipt.

One of the best ways I've seen to prevent this problem is to use subtle nudging. Think of a "subtle nudge" as a polite and obvious reminder right at the time of need.

Here are a few examples:

  • Simple, obvious signs at entrances and in key locations.

  • Human reminders, such as a greeter at the front of a store.

  • One-way traffic flow in grocery stores and other larger buildings.

  • Stickers or tape on the ground, marking six feet of distance at cashier lines.

  • Friendly employees who gently remind customers to stay safe.

Another solution is to make it harder for problems to occur.

My wife, Sally, and I own a vacation rental cabin called The Overlook. Our property manager is limiting bookings to allow 48 to 72 hours between guests. This gives cleaning crews more time to properly sanitize the cabin in between visitors.

Retail expert, Bob Phibbs, recommends creating a short video to explain the safety precautions your business is implementing. The video can give customers confidence in your business and serve as another gentle reminder. The video can be shared via email, social media, and on your website to have the widest impact.


People naturally resist rules

There are some customers and employees who understand the rules, but don't want to follow them. Studies have shown that people become more resistant to regulations when the rules appear to restrict our freedoms.

In an experiment published in 2004, participants were asked to choose between four granola bars. Researchers found the highest percentage of people chose one desirable granola bar when they first read an opinion from an expert recommending against it.

Gavan Fitzsimons, one of the study's authors, recently shared advice for reframing the way we communicate safety procedures. He suggests the communication change from "mandatory regulations" to focus on empowering individuals to make safer choices. 

For instance, a sign at the entrance of your store might read "how to protect yourself and your loved ones" along with reminders to wear a mask and stay six feet apart. You can see more in this short video.

People are more likely to flout the rules when they see their leaders doing it. 

In San Francisco, an anti-mask league that included several public officials organized a public meeting with over 2,000 attendees. The mayor, the city's health officer, and other government officials were photographed without masks while attending another event. This was despite public orders limiting the size of gatherings and making it mandatory for people to wear a mask in public.

These incidents, of course, took place during the 1918 flu pandemic.

History can be a great reminder about human nature. People are more likely to follow the example of leaders. You can set a positive example in a number of ways:

  • Follow all required safety procedures.

  • Encourage employees to follow safety procedures.

  • Empathize with employees and customers over new restrictions.

  • Gently nudge employees and customers who are not acting safely.

  • Treat resistant customers with respect, but ensure safety is not an option.

What if customer refuse to comply with safety rules?

Some customers might flat out refuse to comply with safety rules. Just like 1918, there has been widespread resistance to wearing masks in public. People derisively mock social distancing guidelines. Leaders need to make two decisions to prepare for this event.

First, will rules be strictly enforced? 

On one hand, a lack of enforcement can turn rules into mere suggestions, where customers don't feel obligated to comply. This could put the safety of others into jeopardy and cause the business to run afoul of regulations and health orders.

On the other hand, a strict enforcement policy could put employees in a difficult and uncomfortable position. There have even been isolated reports of violence against employees enforcing safety rules.

This leads us to the second decision: how to protect employees. 

Employees should know their options for protecting themselves and coworkers, particularly in situations where a customer becomes belligerent. This typically involves contacting security or the police to intervene.

Resources for reopening

Start by checking federal, state, and local regulations and recommendations. Make sure you are operating both safely and legally.

Social conformity can be contagious, where the actions of leaders, employees, and customers influence others to follow safety guidelines. The more people you can get onboard, the easier it will be to help everyone stay safe. Chapter three of my book, Getting Service Right, provides more insight and examples on this phenomenon.

Here are a few more resources:


How to be a hero to your customers

Advertising disclosure: This blog participates in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means to earn fees by linking to Amazon.com and affiliated sites.

Heroism is a misunderstood concept.

Countless customer service employees have told me they can't be a hero. According to them, their job doesn't allow it.

"I'm a cashier/receptionist/call center rep/etc.," they say. "There's hardly ever an opportunity to be a hero to customers. Most of my interactions are routine."

Customer experience expert and keynote speaker, Adam Toporek, believes all customer service employees can be heroes. He's the author of Be Your Customer's Hero, a book that shows anyone how they can be a hero to their customers.

Toporek and I recently discussed how to apply the concepts from his book.

Adam Toporek, customer service expert, with quote “A hero is someone who is there when you need them.”

Here are a few of the topic we discussed:

  • What is a customer hero?

  • Can you be a hero with every customer?

  • What is the difference between proactive and reactive service?

  • Why are high-intensity experiences so critical?

  • How can employees be heroes when they aren't empowered?

You can watch the full interview of scroll down to read some highlights.

What is a customer hero?

"A customer hero is someone who is there when you need them," says Toporek.

I once left my iPad in an airport restaurant. The server found my device and sprinted through the terminal after me, handing me the iPad just as I reached my gate. 

That was definitely a hero moment. Toporek explained that same server likely has many more hero moments that just aren't as recognizable.

For example, airport restaurant servers often wait on guests who have a tight timeline to eat before catching a flight. "The hero," says Toporek, "is the waiter or waitress who actually takes note of that, speeds up your order, makes sure they expedite it in the kitchen, checks in with you multiple times, and then proactively brings you the check at the same time they bring you the food to make sure that you're ahead of the curve."

Toporek is right. As someone who has eaten in a lot of airport restaurants, I see servers who provide that type of heroic service that all day long.

Think about situations where you can anticipate a customer's needs, and proactively address them. It doesn't have to be a major moment or a rare occasion. All you have to do is be there for someone when they need you.

Go to the 3:56 mark in the interview for Toporek's explanation.

Can you be a hero with every customer?

Realistically? Probably not. But that shouldn't stop you from trying.

Remember that a hero is someone who is there when they are needed. We have the ability to do more for our customers than we realize. 

  • You can be friendly.

  • You can be attentive.

  • You can anticipate issues.

  • You can use your expertise to guide customers.

  • You can follow-up and close the loop.

Toporek explains the concept of closing the loop at 17:54.

What is the difference between proactive and reactive service?

Proactive service means doing things to anticipate problems and avoid them, something Toporek calls "forward resolving." Reactive service involves reacting to a customer's request.

I love M&M's candy. Here are two experiences that illustrate the differences between proactive and reactive service.

The first one happened in a candy shop. The cashier noticed I was looking at M&M's and proactively mentioned that the store had just stocked some new flavors. "I like the jalapeno M&M's," he said. "They're a lot better than you think."

He was right. They were delicious. That cashier was a hero.

A few weeks later I was in my local drug store searching for more jalapeno M&M's. There was a candy display right in front of the cash register that looked pretty bare. The cashier saw me searching but said nothing until I went to the counter and asked if the store had any jalapeno M&M's. 

He reacted by bringing me the last bag the store had in stock, which for some reason had been put behind the counter. I never would have gotten what I came in for if I hadn't asked.

Go to the 5:30 mark to hear Toporek talk about proactive service.

Why are high-intensity experiences so critical?

Toporek spent some time in the interview talking about the importance of being a customer hero during high-intensity experiences.

These are situations when emotions are running high.

People remember experiences based on the intensity of the memory. That makes high-intensity experiences extremely memorable, whether it's good or bad.

Leaving an iPad in an airport restaurant is a great example. I had no idea that I had left my iPad behind until I saw the server running toward me with it. As soon as I saw her, I instantly understood what had happened and felt an overwhelming sense of relief.

Relief is the most important emotion in high-intensity situations.

The challenge with high-intensity situations is many of us don’t encounter many. And when they do happen, we might be so caught up in routine or policy that we miss the opportunity to come to someone's aid.

Go to the 8:42 mark to listen to Toporek explain high-intensity situations.

How can employees be heroes when they aren't empowered?

Employees definitely face a lot of barriers when serving customers.

They might lack resources and training, or have incentives that encourage them to work against a customer's best interests. But Toporek suggests employees can still be attentive.

"A lot of being the hero is personal accountability and personal awareness," says Toporek. "You can always do that."

According to Toporek, being attentive frequently uncovers opportunities to serve that might otherwise be missed. "Do as much as you can, up to your level of empowerment."

I can relate. The cashier who pointed out the jalapeno M&M's was attentive. He did something simple to create a better experience for me just by paying attention.

Hear Toporek discuss some solutions at the 11:53 mark.

Additional Resources

Be Your Customer’s Hero is on my recommended reading list, and I encourage you to pick up a copy for yourself and your team.

Toporek is also an outstanding keynote speaker, and I frequently recommend him to clients when I'm already booked on the date of their event or they want another customer experience speaker for their next event.

Finally, check out Toporek's outstanding Crack the Customer Code podcast that he co-hosts with Jeannie Walters. It’s the podcast that got me to listen to podcasts.


Lessons from The Overlook: Play the Long Game

Note: Lessons from The Overlook is a monthly update on lessons learned from owning a vacation rental property in the Southern California mountain town of Idyllwild. It's a hands-on opportunity to apply some of the techniques I advise my clients to use. You can find past updates here.

My wife, Sally, and I bought The Overlook in October, 2016. It's lost money every year. 

Operating expenses have been high. Maintenance and utilities have gone up. The cabin is in a rural part of California where insurance costs have increased by more than 20 percent. 

There are unexpected expenses. A frozen pipe burst this winter. The stove needed a part that cost almost as much as a new stove. The furnace motor burned out. 

Guests have caused damage, including broken glasses, broken plates, broken furniture, and a fire last September that shut the cabin down for a month

There's also been theft. 

A bluetooth speaker went missing. Ditto for an extra propane tank, a throw blanket, and a kitchen knife. Light bulbs and extra batteries were pilfered. Safety items such as flashlights have disappeared. Our snow shovel was stolen—twice.

And now this.

The coronavirus pandemic hit many businesses hard, ours included. Starting in April, a public health order prohibited most vacation rentals in Idyllwild with limited exceptions. The order was originally set to run through mid-June, but has thankfully been lifted.

There are two things I hope readers will take from this post:

  1. Running a business is harder than it seems.

  2. You sometimes have to play the long game to make a profit.

The living room at The Overlook cabin.

Why vacation rentals are a tough business

Years ago, an investor who owned several vacation rental properties told us it takes about five years for a vacation rental to turn a profit.

Right now, that seems pretty accurate.

The initial investment is more than just the house. Vacation rentals need everything a home does. Furniture, lamps, dishes, pots and pans, linens, televisions, decorations, etc. 

Then you need to make the cabin appealing to guests.

Small things add up, like updating pictures on the walls or adding throw blankets in the living room. (We’ve had to replace to throw blankets.) We also made bigger improvements, such as replacing an old electrical panel and converting the garage into a game room.

Now you need guests to rent the cabin.

Idyllwild is primarily a weekend destination. Weekly rentals are scarce. That means a popular cabin might be rented 12 nights a month (four weekends at three days each), but is also empty for 18 or 19 nights. 

The vacation rental market is competitive. 

There are well over 100 other cabin rentals listed in Idyllwild alone. Top cabins are rented every weekend, while less popular homes might get one rental per month.

Upkeep is the next challenge that eats into profits.

Dishes get broken. Furniture is worn out. People throw trash off the deck. Utilities soar as guests seemingly use as much water, electricity, and propane as they possibly can. Appliances break. Trees need trimming. 

All of this is during a healthy market. Now everything is a hundred times more difficult. Revenue is dried up for two or more months, but expenses like utilities, maintenance, and mortgages continue.

Businesses everywhere are feeling the same sting. Revenue is drastically reduced, but there are still bills to pay.

Why businesses need financial reserves

Nobody expected this economic catastrophe, but downturns do happen. We're fortunate that we can weather the storm for awhile. 

Other businesses can't. 

Many companies struggle to pay their bills without a steady stream of cash coming in. They over-borrow and over-spend during good times, leaving no room to breathe when times get difficult.

Some vacation rental owners in our market are struggling to pay their mortgages. They were already deferring maintenance and holding off on upgrades during a good market, and now they have no cash reserves to sustain them for the next few months.

There’s been some legislation passed by the U.S. government that promised relief. It took some businesses a month before that relief arrived. Others are still waiting. And the relief that does arrive often has so many strings attached that it’s more of a burden than a relief at all.

We suspect we'll soon have a little less competition. That's sad for the community and those owners, though it will ultimately help us. We’re hopeful The Overlook can finally turn a profit when the economy improves.

It's a good lesson for the future. Having financial reserves allows you to make better choices. In times like this, it simply allows you to stay in business.

Why you need to invest in your business

Business is competition. We will lose guests to other cabins if The Overlook doesn't offer an amazing experience at a great value.

This January, we invested in some upgrades at The Overlook.

The master bedroom became a second game room. This took the cabin down to three bedrooms and a maximum of six guests. We lowered our nightly rate a bit, but there's a much larger market for three bedroom cabins.

We also replaced several outdated pieces of furniture to give the cabin a more updated, airy look. 

The changes are working so far. Guests have been very happy and have given the cabin good reviews. Fewer guests means far less damage. Our bookings were trending significantly up until the coronavirus shut things down.

We're not the only company to invest before making a profit.

The pet supplier, Chewy, loses money every year as it invests in the distribution infrastructure that allows it to take on both Amazon and established pet chains.

Home goods retailer, Wayfair, loses money as well. The company is particularly good at shipping large items at reasonable prices. For example, the shuffleboard table at The Overlook came from Wayfair. The challenge is you need to ship an awful lot of shuffleboard tables to make money.

All of these companies are playing a long game, betting that losing money in the short term to make their products great will help them become dominant in the long-run.

Amazon is the poster-child for the long game, taking several years after it went public before it finally turned a profit.

Take Action

The business owners I've talked to share a lot of the same worries right now:

  • Taking care of employees

  • Serving customers while complying with health regulations

  • Keeping up with mounting debt

That's a lot of worry. But I've also heard the same advice from several veteran business leaders who have steered companies through recessions in the past: invest if you can.

The companies that are able to invest now will be far better positioned for success in the future. We just need to hang in there until then.


Four ways to create an effortless customer service experience

Advertising disclosure: This blog participates in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means to earn fees by linking to Amazon.com and affiliated sites.

The research started as a quest to discover the most effective ways to delight customers. It soon took an unexpected turn. 

Matt Dixon and his colleagues found that delighting customers didn't pay.

According to Dixon, "Those customers who are surprised, delighted, and wowed are actually no more loyal than those customers whose expectations are simply met."

They did find one thing that creates more loyalty: reducing customer effort.

Dixon co-authored a book called The Effortless Experience that details this research and shares practical ways companies can make it easier for customers to do business with them.

In our interview, Dixon shares four ways companies can reduce customer effort and improve loyalty.

Picture of bestselling author, Matt Dixon. The quote attached is “There’s a lot of good that companies can do by simply delivering the basics.”

Here are a few topics we discussed in our conversation:

  • What is customer effort?

  • Why is preventing service failures so important?

  • How can companies reduce customer effort?

You can watch the full interview, or continue reading to see some of the highlights.

What is customer effort?

Dixon describes customer effort as making customers jump through hoops, and gave several common examples:

  • Making a customer call multiple times to get their problem fixed. 

  • Confusing or broken self-service options.

  • Forcing customers to switch communication channels to get help.

  • Transferring customers from one department to the next.

  • Making customers repeat information, such as account numbers.

The difference between a high and low effort experience can be dramatic. For example, updating an expired credit used for automatic payments ranged from effortless to an epic hassle.

Why is it so important to prevent service failures?

"On average, most service interactions don't create loyalty at all," said Dixon. "They create disloyalty."

Think about the service stories people tell you. They are overwhelmingly negative. It's those bad experiences that stick in our memories.

Dixon explained that companies can improve loyalty just by meeting expectations. "There's a lot of good that we as companies can do by simply delivering the basics, simply delivering what the customer expects, and doing it in a consistent and predictable way."

In other words, be easy to do business with and customers will spend less time thinking about your competitors.

Four Ways to Reduce Customer Effort

One of the things I really like about The Effortless Experience is it has so many practical exercises you can use to reduce or eliminate customer effort.

Dixon highlighted four examples in our conversation.

Write self-service articles in plain language

Many self-service articles are poorly written or contain excessive industry jargon that make them difficult for customers to read and understand.

Improving these articles can quickly reduce customer effort. Dixon shared an example from the travel website, Travelocity

Customer service reps were getting frequent calls about issues that were easily resolved via self-service articles. Those calls decreased dramatically when the articles were re-written using clearer language.

Go to the 8:00 minute mark in the interview for the full explanation.

Customer service writing expert, Leslie O'Flahavan, suggests getting input from frontline employees to identify troublesome self-service articles. According to O'Flahavan, "Frontline support agents know what customers have already tried to understand on their own."

O'Flahavan's LinkedIn Learning course, Writing in Plain Language, has a lot of terrific tips and suggestions for improving the clarity of your writing.

Avoid the next issue

Try to help customers avoid having to contact your company multiple times.

Dixon gave an example of a wireless phone service provider that created a special $39.99 per month offer for new customers. The company got a lot of angry calls from customers who received their first bill and it was much more than $39.99.

This was explained to customers when they first signed up for service, but the bill didn't come for six weeks and many customers forgot.

A brainstorming exercise with frontline reps revealed a simple solution.

The team decided to send customers an email shortly before the first bill came out. The email clearly explained everything that went into the bill such as one-time set-up fees and required taxes. This simple email dramatically reduced the amount of calls from angry customers who were surprised by their first bill.

You can do the same exercise with your team.

Dixon suggests asking your team to imagine they had an extra 30 seconds to help each customer. What would could they do to help customers avoid future issues?

Go to the 9:13 minute mark in the interview to see Dixon's explanation.

Engineer a better experience

The way we present information to customers can make it more palatable.

Dixon gave an example of a customer trying to book a last minute flight for an important business meeting. The customer wants to use airline miles to travel on a Monday, but the flight is sold out. 

Just saying, "Sorry, that flight is sold out," could be a major disappointment.

A better strategy would be to engage the customer in what Dixon calls "purposeful small talk." This involves asking questions to better understand the customer's situation.

For example, you might discover the customer's meeting is on Tuesday. The Monday flight is sold out, but there are still seats available on Sunday and the customer has enough points to book a hotel in addition to the flight. 

Suggesting the Sunday flight as an alternative might turn an unpleasant idea (missing the meeting), into the positive experience of spending an extra day in a new city.

Go to 12:51 in the interview for more ideas on experience engineering.

Give the frontlines control

Employees must be empowered to deliver a low effort experience.

"Low effort really begins at home," says Dixon. "It starts with understanding what are the things we do today to make life difficult for our representatives."

One exercise that can help you identify this issue is to meet with your team and brainstorm a list of situations where employees frequently have to say "No" to customers.

You can use that list to identify several solutions:

  • Policies that need to be changed or made more flexible.

  • Resources that can help employees provide better service.

  • Alternative solutions that can make the customer happy.

I've run this exercise myself, and it's both a fun and eye-opening experience that frequently reveals immediate opportunities for improvement.

Check out these employee empowerment resources to learn more, or go to the 18:08 minute mark in the interview to hear Dixon's explanation.

Additional Resources

The Effortless Experience is a highly recommended book that's full of practical advice and hands-on activities.

You can also find Dixon on LinkedIn, or check out the work he is doing at Tethr. The company provides a machine learning platform to identify customer effort in customer service calls without using a survey.


Three Ways to Effortlessly Cut Average Handle Time

Tell me if this has happened to you.

You have an urgent service issue, so you decide to call. The interactive voice response system (IVR) prompts you to enter some basic account information like the last four digits of your social security number.

The real frustration begins once you (finally) get a live agent on the phone and they ask you for the same information all over again.

Chances are, you got a little frustrated. "Why do I need to give you all this information?! Can't you just solve my problem?"

That led to a 30 second explanation full of nonsense about security, system limitations, and hints about evil bosses who will throw a fit if they don't verify it's really and truly you. It doesn’t make you feel any better, and you realize you just wasted more time.

The whole thing is a terrible experience.

And if your contact center is doing this to customers, you're also wasting precious handle time by not empowering your agents to serve people faster.

I’m going to show you three ways to fix that by providing more authority, resources, and procedures. But first, let’s look at how contact centers are wasting time.

A smiling contact center agent helping a customer.

How do contact centers waste time?

There are a number of common practices that waste time in contact centers. Some are overt, while others are more subtle. Here's a partial list:

  • Not using caller ID to help verify the caller and pull up the customer record.

  • Asking customers to share or verify data you don't use.

  • Poor agent typing skills.

  • Weak knowledge bases that cause agents to hunt for information.

  • Lack of call control skills that would help agents effectively move the call.

There's another big one contact center leaders don't talk about. It's called priming, and it's a growing problem.

Here's a quick definition of priming from Psychology Today:

Priming is a phenomenon in which exposure to a stimulus, such as a word or image, influences how one responds to a subsequent, related stimulus.

The issue starts in other channels like self-service, social media, or chat which are frequently not optimized. Customers eventually give up and decide to call, which they often associate with wasting time.

Then your IVR steps in. Customers associate it with wasting even more time. So their frustration grows when they punch in menu options or try to get the speech recognition software to understand them.

Your poor agent now has an even angrier customer on the line when they finally get connected. And angry customers take longer to serve.

So your IVR is adding talk time, but your agents aren’t empowered to skip the script and give some of that time back. In fact, they're often required to waste more customer time, right at the start of the call by asking for a lot of nonsense before getting down to business.

What is agent empowerment?

An empowered agent is given more than just authority. They are enabled to provide exceptional customer service

Agents need three elements to be fully empowered:

  • Authority

  • Resources

  • Procedures

Given the right empowerment, it would be easy for many contact centers to cut at least 15 seconds off their average handle time while improving the agent experience.

How can you quickly cut average handle time?

Let's take a look at the authority, resources, and procedures that can help agents provide better, faster service to their phone customers.

Authority

Allow agents to skip meaningless confirmation data. A customer calling to check the status of their order shouldn't need to share their mother's maiden name, favorite movie, and secret pin number just to get an answer. 

Here's how my dentist office verified my information when I called to schedule a cleaning appointment:

  1. The employee used caller ID to identify me and pull up my file.

  2. She asked, "Is this Jeff?"

  3. The employee then asked me if my insurance had changed.

That was it. Quick and easy, and on to business.

The key was empowering the employee to understand what information needed to be verified. The nature of my call, scheduling an appointment, didn't require a lot of verification. It would have been understandable if she had to ask a lot of security questions in exchange for sharing sensitive information from my file.

Resources

We need to give our agents better tools to serve customers quickly. Here are just a few that would cut down on customer frustration and decrease handle time:

  • An IVR that only requests information that's actually used.

  • A better knowledge base so agents can quickly access information.

  • Improved scheduling so agents are more available.

There are a surprising number of opportunities for contact centers to improve scheduling. Contact center expert Brad Cleveland shared several practical tips in an interview.

Procedures

Call control is becoming a lost art in the contact center.

If you're unfamiliar with the concept, it's a set of techniques for efficiently moving the call along in a way that the customer is happy with. It requires the agent to balance making the customer feel good with getting the job done quickly.

This short video introduces you to a few call control techniques.

Take Action

You don't need to believe me. Try an experiment for yourself. Start by dividing your agents into two groups:

  • Group A: have them do things the way they've always done them.

  • Group B: give them more authority, resources, and procedures to cut handle time.

Run your experiment over the course of two weeks. Look at the data in three areas to see how Group B compares to Group A:

  • Handle time: Do the new techniques reduce average handle time?

  • Quality: Do the new techniques improve or reduce call quality?

  • Service: Are customers happier when the new techniques are used?


How to Create an Amazing Customer Experience

Advertising disclosure: We are a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for us to earn fees by linking to Amazon.com and affiliated sites.

What do you experience when you encounter a brand for the first time?

According to New York Times bestselling author, Shep Hyken, new customers experience uncertainty. They don't know exactly what to expect from a company or its products. 

Even if that company has a reputation, customers don't know that their experience will match what they've heard.

In the new edition of his book, The Cult of the Customer, Hyken explains how to move customers from the "Cult of Uncertainty" to the "Cult of Amazement."

Quote from bestselling author, Shep Hyken. “Amazement is above average, but it’s above average all of the time.”

Hyken and I discussed a few of the key concepts from the book in this lively interview:

  • Why "cult" is not a dirty word.

  • How every customer starts in the "Cult of Uncertainty."

  • Why you need a customer service vision.

  • Hyken's unique and practical definition of customer amazement.

  • Why leaders need to focus on the details to get amazing results.

You can watch the full interview or scroll down for some highlights.

Why "cult" is not a dirty word

Some people are scared off by the word, cult. Hyken shared an amusing story in our interview (go to minute 1:03) about a customer who so misunderstood the meaning that he refused to take Hyken’s call.

Hyken shared a little history to help explain that cult is not a dirty word.

It comes from the Latin word, cultus, which has several meanings including tilling, adoration, and care. Culture and cultivate both come from this same root word!

While some people associate "cult" with a fanatical religious movement, Hyken uses a broader definition that's much more positive.

Cult: Like-minded people with like-minded beliefs, that are heading in the same direction.

That's not necessarily a bad thing!

You might even belong to a cult and not think of it that way. If you have a group of friends you get together with each Sunday to watch the game, you have a cult! Or if you have a group of coworkers who are passionate about a particular project, then guess what? Cult.

How every customer starts in the "Cult of Uncertainty"

People are not sure what to expect from your company at first.

They might have gotten an impression from your advertising, product packaging, or from talking to an employee. But they won’t know for sure until they've experienced your products or services. 

Unfortunately, many companies keep their customers in a perpetual cult of uncertainty.

A customer might see an ad promising a great product, and then experience something entirely different. Or they might have wildly inconsistent experiences from one time to the next.

Great companies offer a consistent experience that customers can count on.

Why you need a customer service vision

Regular readers will notice I refer to the term "customer service vision" a lot. It's a shared definition of outstanding service that gets everyone on the same page.

When I wrote The Service Culture Handbook, I discovered that having a vision is the cornerstone of a customer-focused culture.

Hyken has a different term, but it means the same thing. He calls it a "customer service mantra." It's a simple statement, preferably one sentence, that clearly defines outstanding service or an outstanding experience.

He shares a great example about The Ritz-Carlton’s mantra at the 6:00 minute mark in the interview.

Creating a vision is the first step to moving customers past the Cult of Uncertainty. (Note: you can create your own with this step-by-step guide.)

There are five customer cults, or phases, that customers can go through. Here's a summary of the five phases that Hyken describes in his book:

  1. Uncertainty: you're not sure what will happen.

  2. Alignment: you understand the mantra, and you're interested.

  3. Experience: you have a good experience that matches the mantra.

  4. Ownership: you've had more good experiences and you like the company.

  5. Amazing: you've had so many good experiences you tell others.

What is an amazing customer experience?

Hyken has a great definition that he shares in the interview: "Amazement is above average, but it's above average all of the time." 

Many companies shoot for the over-the-top, wow experience, but there's a big problem. We just don't have an opportunity to wow a customer very often.

For instance, a client of mine recently told me about an employee saving a customer's dog from a burning building. Now that's a memorable experience! 

So how do you recreate that? 

Unless you work for the fire department, you can't realistically expect all of your customers to have dogs in burning buildings that need saving. And an individual customer is unlikely to have their dog stuck in a burning building a second time. These opportunities don’t happen often!

What you can do is provide a consistently above average experience. That means working hard to ensure there are no service failures. It also entails doing things just a little better than your competition.

Why amazing leaders need to focus on the details

Hyken tells a great story in the interview about a detail-oriented executive (go to minute 17:33).

The executive was touring the gas station where Hyken worked while he was in college. While on the tour, the executive noticed a sign with a slightly jagged edge. He made a note of it, so the sign could be fixed.

When Hyken asked why the executive was concerned with that detail, he explained that he was worried a customer might catch their coat on the sign while walking by. He didn't want to damage customers' clothing.

Hyken took that lesson to heart. By paying attention to those small details, the executive set the expectation that details mattered. It encouraged others to do the same.

Learn more from Shep Hyken

Hyken is one of my favorite customer service keynote speakers. He routinely publishes great content on his blog and his Amazing Business Radio podcast.

In addition to The Cult of the Customer, he's the author of several other books I highly recommend:


Why you need to provide more proactive customer service

Advertising disclosure: This blog participates in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means to earn fees by linking to Amazon.com and affiliated sites.

Your customers are facing unprecedented hardships. A lot of companies are making it worse. 

One study by Tethr analyzed over 1 million customer service calls from March 11 to March 26, 2020. Hold times increased by 34 percent, escalations rose a whopping 68 percent, and customers reported it was twice as hard as before to get their issues resolved.

There is one bright spot.

Some customer-focused companies are offering proactive service. They are giving customers a break without making people do anything to get it.

A hiker setting out on a long trail in the desert.

Great examples of proactive service

A lot of companies are making customer-friendly exceptions to policies. They are extending payment deadlines, waiving cancellation fees, and giving customers more time to make a return.

But a few companies are giving customers something without requiring customers to do any work.

State Farm launched a Good Neighbor Relief Program to give its auto insurance customers a statement credit of up to 25 percent. Claims have gone down as people are driving less, so the company decided to return some of that windfall to customers. The best part is customers don't need to apply for the credit—it will automatically be added to statements.

Verizon gave its wireless customers an extra 15 gigabytes of data from March 25 to April 30. There were no forms to fill out or calls to make. Many customers simply received a text alert letting them know they had extra data.

Customers will remember proactive companies like State Farm and Verizon.

It’s not just the relief they provided, but how the relief came automatically at a time when other companies are making customers jump through hoops just to get basic service.

You don't have to give your customers something to be proactive.

Try reaching out to clients and colleagues, just to check on their well-being and see if they need any help. You might be surprised at what you learn.

I've discovered many people are struggling to move meetings, training sessions, and other events online. So I've done mini Zoom lessons at no charge for some clients and created a resource page describing the audio, video, and lighting tools I use.

Why proactive service is memorable

People tend to remember experiences and events that are the most unusual. So offering customers proactive relief during a time of stress can really stand out.

Think of it from the perspective of an auto insurance customer.

During normal times, a 25 percent statement credit would be a really nice surprise. But 25 percent statement credit can feel like a miracle in a period when you are worried about being able to pay your bills!

Customers will remember which companies caused them extra stress, and which companies eased their burden.

I travel a lot as a keynote speaker. That means I've had to cancel countless airline and hotel reservations over the past few weeks.

One hotel made it nearly impossible to cancel a reservation. I had to hunt around its website and when I finally found the right place, it didn't work. The company never responded to my email, so I ultimately had to waste time and call.

Another hotel, the AC Hotel in Portland, Oregon, was much more proactive. 

I received an email from a hotel employee explaining the hotel was temporarily closed. The employee offered to transfer my reservation to a nearby property that was open or cancel the reservation if my travel plans had changed. All I had to do was reply to the email.

Guess which hotel I'll go back to, and which one I won't?

Take Action

Think about what you can do to proactively give your customers relief.

I don't mean a sale or special promotion. What can you do to provide your customers with meaningful assistance right now?

I've talked to several leaders who are using The Service Culture Handbook as a guide to transform their organizations and become even more customer-focused.

The book provides a framework for creating the type of mindset that leads to proactive service:


How do you get your employees to take ownership?

Advertising disclosure: This blog participates in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means to earn fees by linking to Amazon.com and affiliated sites.

We've all received customer service from an employee who doesn't care.

They are content to do the minimum. They don't seem invested or happy to be there. Anything outside a routine transaction is met with indifference, and they certainly don’t make an effort to solve problems.

If you're a customer service leader, these employees are frustrating.

I recently spoke with Randi Busse, a customer service speaker and trainer, and co-author of Turning Rants Into Raves. Busse has some fantastic advice for getting employees to take ownership.

Randi Busse, speaker, trainer, and author.

Here are just a few topics we covered:

  • The difference between Rant and Rave employees

  • How to hire employees who will take ownership

  • What can you do about employees who don't take ownership

  • How leaders can encourage more ownership

  • The critical importance of empowerment

  • How to encourage a culture of ownership

Watch the full interview here or scroll below to read the highlights.

In this interview with customer service expert Randi Busse, we discuss how to get customer service employees to take ownership.

Who are Rant and Rave?

These are personas of employees who work in every organization

  • Rant is the employee who is just there for a paycheck.

  • Rave is happy to be there, is engaged, and thinks like an owner of the business.

Busse brings life-sized posters of Rant and Rave with her to speaking engagements, which is a fun visual. She showed a miniature version of the two characters during our conversation.

Do we hire Rants and Raves, or do we create them?

It's both.

According to Busse, some employees show up as Rave at an interview. They give all the right answers, and you get a good vibe from them. Then later on they turn into Rant.

It could be that they were always a Rant, and just put on a good show in the interview. (Note: If this happens to you, there's a good chance your hiring process is broken. Check out these hiring resources to help you hire more Raves.)

Or it could be that they were created by leaders who create an environment that doesn't inspire them to do good work.

"The good new is," says Busse, "that no matter how a Rant is created, 9.5 times out of 10, we can convert that Rant into a Rave."

What can you do if you have Rants on your team?

Busse suggests leaders need to start by looking at themselves in the mirror.

"A leader is sometimes Rant. And if the leader is Rant, it goes without saying that the employees are going to be Rants also."

Examples include treating employees poorly or getting upset and talking down to employees. Employees will also observe your interactions with customers. If you act like a Rant when serving a customers, employees will pick that up.

Many managers don't realize they are accidentally training their employees to say the wrong thing to customers.

What else can leaders do to encourage Raves?

"Acknowledging Rave behavior is really important," says Busse. "I'm a fan of giving positive, specific feedback."

Busse encourages leaders to point out exactly what an employee did well, so they know they're on the right track and are likely to do that again in the future.

For example, if an employee does a great job serving an upset customer, you might pull them aside and commend them for keeping their cool and still smiling when the customer was being unreasonable. This sends a message to the employee that they did the right thing and their work is valued.

Busse also reminds us that it's important to hold people accountable for exhibiting Rant-live behaviors. 

"Unfortunately," says Busse, "I don't see that happening as often as it should in businesses." Tolerating behaviors like coming in late, being rude to customers, and not trying hard sends the message to that employee and others that being a Rant is okay.

How do leaders balance accountability and being a Rave?

"We need to trust our employees, and then we need to empower them to make decisions as if they were the owner of the company," says Busse.

Empowerment starts by being really clear about what you want employees to do. One way to do that is by creating a customer service vision.

Some leaders assume that great customer service is just a matter of common sense, without realizing that customer service expectations can vary from company to company. And in some cases, that employee never had a mentor to show them the right way to do things.

Get more ideas for empowerment from the related article, how to empower customer service employees.

Additional Resources

Here are some additional resources to help you.

Finally, you can learn more about taking ownership from this training video.


How quickly should you respond to email?

One day is too long to respond to email.

A 24 hour response time was acceptable way back in the good old days of dial-up internet. That seems quaint in today's age of "always on" communication.

A new survey reveals nearly a third of customers expect businesses to respond to emails in one hour or less.

Separate research from customer relationship management software provider, SuperOffice, reveals the typical company takes 12 hours to respond to emails, potentially disappointing large groups of customers. 

In one test, a whopping 62 percent of companies failed to respond to emails at all.

Keep reading to see the results of this latest survey, and get resources for improving your response time.

A customer emailing a company for customer service.

Study Overview

In March 2020, I surveyed more than 3,200 people to learn how quickly they expect businesses to respond to an email. 

The study looked at different expectations by age. One surprising result was older customers demand the quickest responses. (More on that in a moment.) 

Consumers from three countries were the primary participants:

  • United States

  • United Kingdom

  • Canada

There were some noticeable differences between consumers from each country.

Finally, a smaller group of 275 people responded to a second question asking how quickly they expected coworkers to respond to an email. 

The study was generously sponsored by SuperOffice.

SuperOffice logo.

How fast should you respond to customer emails?

The recommended standard is one hour.

Responding in an hour will meet the expectations of 88 percent of consumers surveyed. While some customers are still okay with a 24 hour response time, many want to hear from you much faster.

There is some good news.

A small group of customers expect a response to their email within 15 minutes. That group is shrinking. Studies conducted in 2015 and 2018 focused on customers in the United States, so here's a comparison for American consumers for those three years:

US customers who expect a response to an email within 15 minutes. In 2015, 14.9%. In 2018, 13.6%. In 2020, 11.3%.

Response time expectations vary by location

This was the first year the study included customers outside the United States. Customers in the United Kingdom and Canada want even faster service than their American counterparts.

An amazing 38.3 percent of Canadian consumers expect a response in one hour or less.

Chart showing where people expect a response to an email in one hour or less. United States is 27.7%. United Kingdom is 33.4%. Canada is 38.3%.

There are also regional differences within the United States. Here's how quickly consumers in each region expect companies to respond:

A chart showing US consumer email response time expectations by region. 29.9% of customers in the West want a response in one hour or less. That number is 27.8% in the South, 29.6% in the Midwest, and 33% in the Northeast.

All of these results still suggest companies respond within one hour. However, companies might work on responding even faster if they primarily serve customers in Canada, the United Kingdom, or the Northeast region of the United States.



Response time expectations by age

Expectations even differ by age group. It might surprise you to learn that people aged 55-64 are the most demanding for fast responses:

Customers by age group who want a response in one hour or less. 32.9% of people ages 18-24. 28.7% of people ages 25-34. 29.2% of people ages 35-44. 34.5% of people ages 45-54. 36.3% of people ages 55-64. 36% of people aged 65+.

Why do response times matter?

Slow responses can cost your company money, and eventually cost you customers.

Taking longer to respond runs the risk of alienating those customers and possibly prompting them to contact your company a second time, which increases contact volume.

A separate study discovered that waiting for a response was the number one reason customers complained on Twitter.

How fast should you respond to coworker emails?

The data here is a little scary, with 41.3 percent of respondents expecting a response in one hour or less.

The sample size for this group of 275 was too small to get useful results by region or age. However, the trends generally indicate that older workers expect faster responses.

There are two giant caveats to this data.

  1. This question focuses on emailing an individual coworker, versus emailing a business that's presumably staffed by a team of people who can respond. 

  2. Expecting individual coworkers to respond in one hour is inherently unreasonable and unproductive.

Here's why:

  • Constantly checking email is distracting.

  • Responding too quickly creates half-baked responses that generate more email.

  • Many meetings last an hour. Do you really expect people to check email during meetings?

Additional Resources

One of the reasons I partnered with SuperOffice on this survey is they have spent a lot of time focusing on email responsiveness. For example, the company’s customer success team was able to reduce its average reply time from 5 hours down to 1 hour using a few simple steps.

Would you like to know how they did it?

Check out this webinar with me and Eirik Simonsen from SuperOffice to learn their secrets. We’ll show you how you can respond faster, too. You'll discover:

  • One thing that matters even more than speed.

  • How to improve your email workflow.

  • Counterintuitive ways your employees can respond faster.

The Simple Habit That Will Keep You Customer Focused

Advertising disclosure: This blog participates in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means to earn fees by linking to Amazon.com and affiliated sites.

Employees at The Ritz-Carlton have a reputation for amazing service.

You might think their success comes from having a great product, hiring great people, or even a great training program. All of those help, but none are the magic ingredient.

The real secret is amazingly simple.

Ritz-Carlton employees, called associates, spend time every single day reviewing and discussing one of the hotel chain's gold standards. These standards lay out the values and operating philosophy that have helped make it famous.

The gold standards themselves aren't the secret. Those can easily be found online

The secret is the daily review. The Ritz-Carlton has developed an obsession for guest service by talking about guest service every single day.

Here's how you can do the same thing to keep your employees customer-focused.

A group of employees gather for a brief team meeting.

Why do daily reviews work?

Think back to when you were in high school. There's a good chance you had a combination locker for books or physical education class.

Back then, you could open the locker in seconds without thinking. The combination was seared into your memory from daily practice.

Now imagine you are standing in front of the same locker today. The combination is still the same as it was back in your high school days. Could you open it?

More than 90 percent of us could not.

That's because a lot of knowledge and skills are "use it or lose it." Our brain makes it easy to access information we use frequently, while information we hardly need gradually recedes to the background.

Customer service skills are the same way.

It's not uncommon for employees to attend a customer service training class and then boost their performance for a week or two afterwards. Yet without ongoing reinforcement, they inevitably come back down to earth as the gravitational pull of their old habits stamps out any new ideas.

How The Ritz-Carlton uses daily reviews

Associates at every hotel gather for a daily meeting called a lineup. The meeting is short, generally just ten minutes, and is carefully orchestrated.

Four topics are on the agenda:

  1. Gold standard of the day

  2. Share WOW stories about great guest service

  3. Celebrate birthdays and service anniversaries

  4. Discuss property-specific information, such as special events

Notice the gold standards are at the top of the agenda.

The same gold standard is chosen at all Ritz-Carlton hotels each day. For example, one day might focus on The Ritz-Carlton motto, "We are ladies and gentlemen serving ladies and gentlemen."

Associates discuss the standard and talk about how they apply it on the job. That discussion does two very important things:

  1. It reminds associates, so they remember to apply it.

  2. It deepens their understanding of the standard.

That daily review helps the gold standards become just like opening an old high school locker—associates can use it without even thinking.

What can you do to keep things fresh?

Some leaders worry that daily reviews will soon grow stale. 

One manager confided that he ran out of things to talk about, and felt a weekly meeting worked better. Other leaders have told me they worry that employees will start tuning them out when they repeat a reminder that was previously covered.

There are three keys to keeping things fresh:

  • Relevance

  • Brevity

  • Ownership

The reminders should be relevant to what's going on in the business and the challenges your employees face. So "remember to smile" might fall flat as a generic reminder, but a discussion about how you stay upbeat and positive at the end of a long shift could be more relevant.

The reminders should also be brief. The daily meetings at The Ritz-Carlton last about ten minutes. My Customer Service Tip of the Week emails are designed to be read in just five minutes.

Finally, employees should take ownership. Rather than announcing each reminder, try giving the responsibility to different employees. It also helps to make it a discussion where employees share their own successes, challenges, and questions.

How to implement your own daily reviews

Start with what you want to review. 

In Getting Service Right, I profiled a fast food restaurant called Pal's Sudden Service that regularly requires employees to demonstrate proficiency with basic procedures. Other organizations, like The Ritz-Carlton, focus on culture.

Here are some ideas you might use:

Next, create a regular schedule. Ideally, you integrate the reminders into things you're already doing, like a team huddle. It becomes much harder to implement a daily schedule if its extra work.

Finally, stick with it! The reminders only work if you can make them a habit.

I researched customer-focused organizations while writing The Service Culture Handbook. One thing leaders in these companies did really well was talk about customer service all the time. That one thing can keep your team more customer-focused than the competition!