Four Tough Client Service Problems
And dozens of possible solutions from staffers…
At a recent staff workshop, there was a brainstorming session to answer some key questions about what constitutes excellence in client service. Four questions were placed on the table:
1. How can we make it easier for our clients to do business with us?
2. How do we meet and exceed expectations?
3. How do we overcome an attitude of indifference on our part towards the customer?
4. How do we make the workplace a more positive place to work?
Here are the results from the attendees. How many of these items could you deploy in your office?
1. How can we make it easier for our clients to do business with us?
- Online message board to better communicate calls that are received
- Questions and answers online – online help
- Instant chat lines set up to answer customers concerns
- Increase one stop shopping – get call answered
- Technical staff should get out and meet customers
- Have a profile and complete record of each customer.
- Checklist for people who are at help desk for answers to frequently asked questions and for what questions to ask the customers
- Customer rep for each floor
- Focus groups/Brainstorming sessions with customers
- Very clear instructions for customers. (i.e. little card for instructions)
- Effective service level agreements
- Call back after assistance to see if problem was solved
- Pleasing personality – work on SOFTEN and phone personality
- Have 800 telephone numbers
- Support off hours and weekends 24/7
- Onsite support for each floor and field office
- Develop a pamphlet and online directions on how things work – step by step
- Be accessible to customers
2. How do we meet and exceed expectations?
- Good timely response
- Have meeting with staff to outline and discuss what excellent customer service means. (Can’t just say quality, but explain what exactly quality means)
- Go beyond solving to explaining and educating the customer
- Acknowledge customers – give full attention and listen
- Contact after the problem has been solved – follow up
- Customer advisory board
- Underpromise and overdeliver
- Do what you say you are going to do
- Do it when you say you are going to do it
- Do it right the first time
- Keep it simple
- Train and educate customer base
- Think outside of the box
- Customer surveys/focus groups
- Reward exceptional performance for meeting and exceeding expectations
- Determine customer expectations
- Set guidelines for being more reliable, responsive and credible
3. How do we overcome an attitude of indifference on our part towards the customer?
- Listen to them
- Follow up
- Empower customers – Give them the tools to do things themselves
- Get more customer involvement
- More educational opportunities
- Incentives
- Prompt assistance
- Ask the right questions to find real problems and concerns
- Customer focus groups
- If cannot resolve customers problem direct it to the right place
- One stop shop – one person should know answers or manage the response to make sure customer gets an answer and is not “tossed around”
- Be sincere and genuine – not just insincere “smiles”
- Be respectful
- Don’t add burden to customers frustration
- Don’t take it personally
- Incentives for the staff
- Customer relations training for everyone at all levels
- Make everyone feel like part of the organization – connecting to the core mission
- Take a break – Don’t treat like a nuisance
4. How do we make the workplace a more positive place to work?
- Improve managers knowledge about the real work environment
- Empowerment for employees to make decisions
- Rewards and strokes – appreciation
- Teambuilding sessions with the whole team
- Open communication
- Clear guidelines
- Say “NO” less often
- More recognition for both internal and external customers
- More open door policy
- Showing the flag – get in front of the customer more often – visit
- Less duplication of effort
- Help manage customer expectations – educate the customer
- More training
Via Arnold Sanow. For more information on Sanow’s programs go to www.arnoldsanow.com.
Posted at January 28, 2010
Filed Under BSG [CPA TRENDLINES] | 4 Comments
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4 Responses to “Four Tough Client Service Problems”
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Rick Telberg is president and chief executive of 
There are a lot of great ideas here. The only problem is that lots of great ideas are impossible to execute.
Developing excellence in client service requires a change in organizational culture. And culture change is very difficult.
As valuable as a brainstorming session might be in shaking loose new ideas, of greater value is landing on identifying one or two behaviors that will move the entire organization in a new direction.
If the firm is profitable, it is probably doing a lot of things right. If the firm is human, there is probable one or two adjustments one could make to make it even more profitable. The trick is to identify them.
Before brainstorming solutions, it might be helpful to invest some energy in really understanding the firm’s culture.
To get at culture ask these questions:
What behaviors do we repeat over and over again out of habit that limits the quality of our customer service?
In what ways to do each each staff member feel constrained, limited or shut down? Where do these experiences overlap?
Who sets the cultural norm around here? And what benefit does the norm-setter gain at the expense of better customer service?
I love all the ideas the group generated. I have only one thing to add. All the questions are more easily answered when you are only dealing with ideal clients. The link with this post is a story about how you can improve morale with the elimination of less than ideal clients.
This post was mentioned on Twitter Intuit Proline, Brett Vanderwater.
Client relationship development is a long term process and can allow a company to build trust and a strong bond with the customer long after the initial sale has taken place.
If the organization does not see this area as a strategic component of their business, it will struggle to maintain long term clients and be pressed to find references for new opportunities.
Gravity Gardener