INTRODUCTION

Imagine that each time you visited a store, ate at a restaurant, shopped online, or called your cable company, you were enthralled with the service provider. You smiled after you finished the transaction. You had a sense of contentment. You enjoyed the experience.

With the right mindset on behalf of the service provider as well as the customer, ending on a high note is surely possible. The reference to music is not unintentional. Just like a great performance by a jazz band, all players in a service transaction have to be listening, paying attention, improvising, and working together to create experiences that are “in time,” follow certain rules, and are pleasing to the audience.

To continue the jazz analogy, musicians honor the composer by determining creative ways to play a song, and use chords and notes to guide their work. Similarly, service providers honor their company’s mission, and practice improvisation by using problem solving and interpersonal expertise to guide their creative talents. All want to enchant their audience.

Most musicians enjoy making music. With the right instruments—tools—for you, you should increase the amount of pleasure that you get from creating harmony in the workplace. You deserve the gratification and recognition.

An Overview of the Book

John Naisbitt (1982), in his book Megatrends, summed up the essence of customer service. One of my training slides paraphrases the concept. His words are so powerful that most class participants stare wide-eyed at the screen, take a deep breath, and often sigh—because it is so true. Here’s the slide.

An Introduction to the 10 Steps

Each step in 10 Steps to Successful Customer Service has caring as its foundation. You will have an opportunity to review your reasons for entering a field that requires such compassion and personal commitment. Whether you are a customer service provider, a trainer, a manager, or an executive, your enthusiasm is paramount to success. The steps in this book give you an opportunity to reflect on your personal service mission and customer goals for the organization in which you serve. The book will also offer ways to work with internal and external customers, and provide the reasons behind actions that are being recommended for optimum communication. Supervisors, managers, trainers, and leaders of all types can use the exercises to build teams devoted to service, and to discuss best practices. Suggestions on how to do this are included in the exercises.

Step 1: Identify Service Motivation and Mission

Most of us have to make a living. However, many of us who work in service fields have a desire to assist others in a variety of ways, and that is our main reason for going to work every day. It is a lot easier to work in a service field if you are devoted to it. Step 1 allows you to take a look at your skills and values, and how they relate to your personal mission.

Step 2: Define Great Service for Your Organization

Great service depends on a variety of talents, including those that have been studied by researchers, and those that your own customers require as measured by surveys, observation, personal comments, Internet responses, and other methods you use to determine customer satisfaction. Step 2 gives you up-to-date research on the factors that customers insist on receiving.

Step 3: Form Great Relationships

Customers form impressions almost instantaneously, most within the first four seconds of meeting you. Step 3 offers tips on making a great first impression by paying close attention to what you do from the moment of contact. The step also discusses reciprocity, and ways to examine the give and take of customer and provider relationships.

Step 4: Build Trusting Relationships that Last

From the first moment on, you are building trust. Step 4 assists you in examining how trust develops personally between customers and staff, as well as how the company builds trust. This step reviews actions such as listening and asking the right questions, as well as honesty in advertising and marketing.

Step 5: Use the Law of Attraction—Be Positive

The Law of Attraction says, “Be positive and you will attract positive people, behaviors, and actions into your life.” Staying positive is a challenge in customer service, but it is the most important skill you can learn, and there are ways to project positivism that start interactions well and head off problems. Staying positive in phone communications and email is also important. All methods of communication count. Step 5 will give you information on how to turn negatives into positives.

Step 6: Aggressively Solve Problems—the Bigger the Better

Step 6 presents a Model for Problem Solving. The model gives a step-by-step approach to problem solving that will help you define the real issue and develop solutions. You will learn how to deal with complaints, appreciate your customers, and use the “Fantastic Service Equation,” a tool that ensures excellent service in all parts of the customer service transaction.

Step 7: Recover from Mistakes Gracefully

Nobody ever intends to disappoint a customer, but it happens. Mistakes are made even under the best of circumstances. When mistakes occur, it’s important to apologize. Step 7 conveys the importance of an apology, and the necessity to fix the problem as soon as possible to “recover” from the error. Giving something of value to show good faith is also explored.

Step 8: Give Customers and Yourself a Break

Customers come in all different sizes, shapes, and personalities. Understanding their differences is important to customer service. How you see the world may not be how others view it. Being aware of different personality types helps you respond in ways that foster understanding. Step 8 describes different personality types and learning styles and gives you ways to respond to a variety of behaviors.

Step 9: Keep It Cool When Things Get Hot

What pushes your buttons? What behaviors really drive you up a wall? Step 9 will help you identify what annoys you, for the purpose of allowing you to think before you respond. Button pushers often cause us to react. If you know what you are most likely to react to, you can stop an interaction from escalating. This step also covers ways to negotiate with people and diffuse difficult situations.

Step 10: Be Your Own Best Customer

After all is said and done, customer service begins and ends with you. If you’re happy and satisfied with what you do at your job as well as outside of work, your emotional and physical strength will allow you to continue finding joy and pleasure in working with others. Step 10 provides suggestions for keeping physically and mentally healthy, and honors you.

Use the principles in the steps to make life at work interesting, challenging, and rewarding. 10 Steps to Successful Customer Service brings you ways to enhance your work life so you can experience the success and fulfillment that comes with honing your skills and serving others.

Creating and Supporting a Customer Service Culture

There are systematic customer-friendly aspects of an organization’s culture that must be in place to support all the hard work that goes into pleasing customers. These include financial procedures, customer focus, growth and learning, and business processes and technologies. Find out specific components of these categories in Appendix A.

Enjoy the Journey

At the end of this book, I have included a roundup of all the worksheets, exercises, and tools designed to help individuals, leaders, and training professionals find new pathways to develop personally or develop others to become great customer service professionals. Feel free to use this handy development tool and pick and choose among the many options to find the mix that is just right for your purposes and the service journey you wish to take.