Posted: May 26, 2021 | Categories: Customer service, Leadership, Sales

If you are a homeowner, you have professionals and tradesmen you count on to keep your dwelling fixed, cleaned, and updated. You have air-conditioning, heating, appliances, and lawn equipment. You protect your physical and financial well-being with professionals like dentists, doctors, and accountants. We establish relationships with these people that often last many years. We trust them. When they retire, we have a gap to fill.

Two years ago, my HVAC guy retired. When he did, he gave me the name of another company I could connect with. The next time I needed help, I called this company. They were on time and solved my problem for a fair price. We were off to a good start.

This year, I decided to do some preventative maintenance, and I had the new company out for a routine AC check. I had the AC on, and it was humid 90-degree day. The tech got out all his equipment and cleaned the coils and grill in the outdoor unit. Next, he went to check the refrigerant. He shut down the AC to clean it. When he went to turn it back on, nothing happened. The unit would not receive power through the 32-year-old junction box. So let me get this straight: You come in on a hot, humid day, my AC is working fine, you work on it, and now it is not working. Hmmm…

At this point I took a step back, set aside the “dinosaur” part of my brain, and began asking questions. As it turned out, the tech was following normal procedure, and when he shut off the breaker, it failed. Now we needed a new box. Paul, the tech felt badly about what happened, and said he would talk to the boss.

About 1/2 hour after the call, I called the owner of the company. He knew all about my situation and was very understanding. He said, “Paul was following the right procedure when he turned off the power outside. If that had been me, I would have turned off the power downstairs since the box was so old” In other words, Roger (the owner) was backing up his tech, and admitted that the problem might have been able to be prevented. Roger’s transparency and empathy convinced me I had the right “go-to” person. He was fair with the charge, and I plan to buy a new unit from him this fall. Roger dealt with my crisis well and used it as an opportunity to strengthen our relationship.

Posted: May 19, 2021 | Categories: Customer service, Sales

Let’s say you need to make a change in procedure or pricing in your company, and you are not sure how it is going to go over with your customers. How do you approach your customers about the change? What if we don’t even bother saying anything? Instead, just make the change. Then, at the next staff meeting, the boss asks, “So, is anyone hearing any complaints about the price increase? No? Good.” No, your team isn’t hearing any complaints, but what they are also not hearing is the sound of quiet footsteps walking away.

I hope your company or organization doesn’t use this communication strategy described above. Here are a couple of examples of how this approach can hurt you:

Last year I received a notice from the company that prints my planning supplies. I had been their customer for over 30 years. My supplies included a separate planning book for each month. Each year I would renew my order and the company would send my 12 booklets running from April through March. The notice announced that from this point on, we could only order January through December. That meant I would have to have to throw away 3 months of books. (January – March) As I was reading their announcement, I took a step back and began to think about the system and whether it as still the right one for me. After all, a lot of technology has come along in 30 years. I did not re-order, and ended up with a system I like better, and it is half the price. They lost a 30-year customer! They could have kept me by delaying the start of the change for a year and applying some sort of credit. Instead, they just plowed ahead.

The same type of situation happened to me the past week with my computer protection service. I had been with them for six years. The renewal was due this month. I couldn’t get the order through online and looked for a number I could call for help. There was none. Within 24 hours, I had done my research, and changed to another service.

The message from these two examples: If we want to keep our customers, we need to stay close to them and be sensitive to their needs. Otherwise, bye bye!

Posted: April 22, 2021 | Categories: Customer service, Sales

When it comes to service, you can deliver expectations, exceed expectations, or if you are up for it, amaze your customers.  One of the most fruitful ways to generate quality referrals right and left is to leave our customers with jaw-dropping service and gestures.

Here is a personal example:  Six weeks ago I became a grandfather for the first time.  My financial planner knew about the new addition, and acknowledged it. But he didn’t stop there:  He gave us a gift.  It was a custom-made book dedicated to my grandson.  Page one started with Levi’s picture, and the proceeding pages colorfully acted out each letter of his name with animals.  (e.g., Leopard, elephant, viper, inch-worm).  Last night my wife read a book to Levi for the first time and it was that book.  6-week old Levi was totally engrossed and fascinated by the book as Grandma dynamically read each page.  It was a hit!  How did our financial advisor (Jim) get a picture of our grandchild to make that book?  It was easy.  He got it from a text I sent on my I-Phone.  Grandparents love to brag to everyone!

After the book-reading experience, I reflected on what an excellent gift that book was.  The gift demonstrated to us that Jim cares for us and is eager to give us extra effort.  I can’t wait to give Jim another referral.  As it turns out, Jim has reached a point where he doesn’t need to prospect.  He doesn’t have time.  He is too busy following up on quality referrals.  When was the last time you amazed a customer?

Posted: January 15, 2021 | Categories: Customer service, Leadership, Sales, Team Building

“Change of heart can’t be imposed…It can only be chosen”

–Dr. William Miller

Have you ever found yourself giving the same lecture over and over to your kids, relatives, or people who report to you?  We can preach, threaten, or even penalize, but what can we do to inspire a change of heart?

A few months ago I called my stove repairman to fix a minor problem.  I reached his voicemail, and in the message he mentioned that they would not enter my house unless I was wearing a mask.  What nerve, I thought!  He is telling me what to do in my own house.  I abruptly deleted the contact from my file.

Fast forward to last month:  I needed my carpets to be cleaned for the holidays, and I set up an appointment.  The personnel were friendly, responsive, and right on time.  The enthusiastic service tech came to the front door, and when I greeted him, I was wearing a mask in my own house!  Why?  Because I had a choice, and I chose to wear it.  I thought about the service tech and wondered if he had a family.  What if his wife was pregnant?  I found myself empathizing rather than just thinking about my position.  The tech did a fine job, and even threw in an extra room for free.  Now that’s a win-win.

This experience reminded me of an important quality that loved and respected leaders have:  The ability to listen,  ask questions, and let others choose whenever possible.  Even though there are times we must follow other’s directives without much choice, when we can offer someone a choice and let it be their decision, we can inspire that change of heart.

Posted: October 27, 2020 | Categories: Customer service, Leadership, Networking, Sales, Team Building

Who is Coach “K”?  If you said “Duke University basketball coach”, you are correct.  For extra credit, what does the “K” stand for?  Answer: Krzyzewski (pronounced “sha-chef-ski”)

Dale Carnegie once said, “A person’s name is the sweetest sound in any language”.  If that is so, it is important we learn people’s names and remember them, even if they are difficult names to spell and pronounce.  In my 40 years of leadership training and coaching, I have found that people who put great effort towards remembering names are well respected.  Here is an example of how powerful this can be:

Yesterday I went to the hospital to give a blood sample for my rheumatologist.  As I was registering, I said, “I am here to give a blood sample.  If is for Dr. Geevarghese.  (Pronounced “Gee-var-geese”).  When I said that, the receptionist and her assistant stopped and stared with their mouths open.  Then one of them said, “This is the first time someone has said the doctor’s full name and procounced it correctly.  Everyone says “Dr. G”

It is my assumption that Alex Geevarghese is just as proud of his name as someone named John Smith.  With that in mind, I make my best effort to remember names.  I find that doing so shows respect and helps build trust.

If this sounds trivial, here’s another example for you:  A few years ago I was coaching someone who worked with people from the country of Laos.  The name of one of his co-workers was extremely long with many syllables.  None of this person’s co-workers knew how to pronounce his name.  It was too much work.  They just called him “Nick”.  My client was determined to learn Nick’s name, and he did  The next time he saw Nick, he said, “Hello _____  _______”  Tears came to the man’s eyes, and he said, “You are the only person here who has taken the time to learn my name.  Thank you so much” Lesson learned:  We need to make a full effort to learn and use names – even if it is challenging.  Take the challenge!