Be Your Customer's Hero: Real-World Tips & Techniques for the Service Front Lines

by Adam Toporek

Overview

On the front lines of customer service, every day presents new and unexpected challenges—and even the most dedicated employees can be caught unprepared. They need confidence. They need training. They need help.

Be Your Customer's Hero answers the call. The book provides customer-facing professionals with short, simple, actionable advice designed to transform them into heroes in the eyes of the customers they serve. Quick chapters show readers how to:

• Achieve the mindset required for Hero-Class service™
• Understand the customer's expectations—and exceed them
• Develop powerful communication skills
• Avoid the seven triggers guaranteed to set customers off
• Handle difficult and even irrational customers with ease
• Become an indispensable part of any frontline team

Armed with the tools and techniques in this book, readers will start each workday knowing they can conquer whatever problem comes their way.

Product Details

ISBN-13:	9780814449066
Publisher:	AMACOM
Publication date:	04/22/2015
Sold by:	Barnes & Noble
Format:	eBook
Pages:	256
File size:	705 KB

About the Author

ADAM TOPOREK is a customer experience strategist and founder of CTS Service Solutions, a consultancy that provides organizations with real-world, customer-centric solutions through workshops and training. He authors the popular blog Customers that Stick.

Read an Excerpt

Be Your Customer's Hero

Real-World Tips & Techniques for the Service Front Lines

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By Adam Toporek

AMACOM

Copyright © 2015 Adam Toporek
All rights reserved.
ISBN: 978-0-8144-4906-6

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CHAPTER 1

The Customer Is Always ______

Let's start with a quiz. It's a simple one. Just fill in the blank in the chapter title. If you've worked in customer service, one word will almost certainly come to mind to complete the phrase. It's the phrase that has been drilled into our heads, for better or worse, since our first exposure to customer service.

And let's be real—none of us are particularly fond of it.

At a recent conference, I struck up a conversation with a frontline service rep. When I mentioned that I was writing a book on customer service, the first words out of his mouth were, "What do you think of the saying, 'The customer is always right'"?

"I think it's ridiculous," I replied.

He smiled, and then gave me a good-natured slap on the back. "I'm with you, buddy. You should see some of the customers I deal with."

"The customer is always right" is perhaps the most repeated and hated phrase in all of customer service. Taken literally, the idea is a joke. Customers are not always right; in fact, they're often so wrong that you wonder what they're even talking about.

Yet the focus on the literal meaning of the phrase has overshadowed the original intent of the idea: putting the customer first above almost everything else. The phrase was designed a long time ago to shift the mindset of service reps from taking advantage of customers to taking care of customers, from giving attitude to giving respect. At the heart of the phrase's deeper message is a fundamental truth of customer service, one that you must embrace if you're going to succeed in a customer-facing role:

You and the customer are not on equal terms.

Businesses exist to serve customers, and as a customer-facing professional, you're on the front lines of that service. You're the one who shows the customer every day how much your organization values him. Through your demeanor, your words, and your actions, you demonstrate the difference between you and the customer—that you're there to serve him and even to understand him, when he's under no obligation to extend you the same courtesy.

For instance, to deliver effective customer care, you need to understand that you don't know what's going on in your customers' lives. While most customers will never mention their personal issues when transacting business with you, your customer wants you to implicitly understand that her dog just died, that she was just diagnosed with an illness, or that she just received an eviction notice. Your customer expects your empathy, and you have to give it knowing that you might not get the same in return.

Sure, we all wish our customers would understand that two employees got the flu, one went into labor, and one quit without notice—all on Monday—and that's why the order did not go out on time. Or that our small business runs on a discount web host for $10 a month, and when that host went down, the key email we were sending on their behalf disappeared into the cyberabyss. Or that our multinational company's computer system is an amazing tool that successfully handles a million transactions a day, but that our local office cannot customize it for their needs. Of course, we wish that our customers understood that things happen, but that's not how the relationship works.

One of the first steps in adopting a great customer service mindset is embracing the idea that the customer relationship is not an equal one, that we're there to serve the customer and not the inverse. As customer-facing professionals, it's our responsibility to overcome our natural inclination to expect fairness and disabuse ourselves of the notion that the customer is expected to treat us the same way we treat her.

Now, this doesn't mean that the relationship is one way all the time. Customers have responsibilities too. Nor does it mean that the customer is exempted from the basics of human decency. What it does mean is that the relationship is not equal. We're there to serve the customer, and the responsibility for the relationship is on us.

You see, I don't think the customer is always right, but I do think the customer is always my top priority. And if you begin with that idea in mind, then you're on the way to delivering Hero-Class customer service.

CHAPTER 2

Winning Is Not a Customer Service Goal

The furor all began when a family of five tried to return home to England from Spain. They neglected to preprint their boarding passes, and when they arrived at the airport for their flight home, Irish airline Ryanair charged them 300 euros (about $380) in fees before allowing them to board. Unfortunately for Ryanair, the mother posted their experience to Facebook, and it went viral, generating around a half million likes.

Ryanair's chief executive officer, Michael O'Leary, felt compelled to respond. "We think Mrs. McLeod should pay 60 euros for being so stupid." he said. "She wrote to me last week asking for compensation and a gesture of goodwill. To which we have replied, politely but firmly, thank you Mrs. McLeod but it was your ****-up."

O'Leary went even further, characterizing the woman and anyone else who doesn't print out boarding passes in advance as "idiots." He later backtracked slightly, explaining to the Irish Independent newspaper, "I was not calling her stupid, but all those passengers are stupid who think we will change our policies or our fees."

Unfortunately, O'Leary's comments reinforce the stereotype that businesses and customers are at war and that businesses, particularly large ones, are willing to step on their customers if it will create a nickel more in profits. However, this stereotype is not true for most businesses.

Having been involved in a number of businesses throughout my life and studying businesses both big and small, I can tell you that "screwing the customer" is not what drives most businesses. Are the majority of businesses looking for ways to be more profitable? Of course. Are most looking for ways to get the maximum out of each transaction? Absolutely. But those objectives do not necessarily equate to a negative result for the customer. You can be more profitable by being more efficient. You can maximize transactions by selling customers other products or services that add value to their lives. Businesses can provide value to customers and receive value in return without trying to squeeze the customer for every possible advantage.

Sure, there are companies out there that view their customers as marks, objects in a game in which the objective is to take as much as possible and give as little as possible. These companies consider business a zero-sum game. In every interaction, someone wins and someone loses. If you look at the great companies that you admire, you'll find that none of them view their customers this way. Customer service leaders like Nordstrom or Amazon have a "relational view" of customers, not a "transactional view." (In the customer experience sphere, these terms are often used slightly differently and can be time based instead of viewpoint based.)

The transactional view of customers is what gives business such a bad reputation and results in expressions like "churn and burn." With a transactional approach, businesses seek to get the most out of each sale, no matter what the impact on the customer. They take the customer's money and then in essence say "Next victim," just like the cook at my elementary school used to say (if you ate his food you'd know why). These companies don't care if they see the customer again or, at least, don't care enough to sacrifice any potential profit in the transaction.

In a relational approach, businesses still attempt to get the most out of each sale, but they do so within a framework where the relationship with the customer is a top priority. In a relational approach, you often sacrifice short-term profit for the long-term relationship.

It's important to note that working with a relational approach does not mean you do everything a customer requests. Each organization will have its own limits on where to draw the line in each situation. For instance, most organizations would probably not honor the special pricing from a Memorial Day sale in August.

The difference between a transactional approach and a relational approach is simple: Transactional companies always place the line where it extracts the most money from the customer; relational companies look at the relationship and try to find a healthy balance.

This book is for those who believe in a relational approach to customers. If you're focused on a transactional outlook, I can't help you. You need a different book.

As you read the chapters that follow, bear in mind that your goal is not to win, not to get one over on your customers. Your goal is to create a healthy, profitable long-term relationship with customers that provides value to both parties.

The only winning that works in customer service is win-win.

CHAPTER 3

Do You Know Your Mental Rules?

Like it or not, we all have rules about how other people should act. These rules begin as beliefs, as conscious and sometimes subconscious ideas about how people should behave. Over time, these beliefs can become something more than just what we think; they can become our framework for judging other people. To others they might just be our opinions, but to us they are hard-and-fast rules.

In his book Awaken the Giant Within, personal development legend Tony Robbins devotes an entire chapter to the concept of these rules. As Robbins says, "[W]hat will determine our emotions and behaviors is our beliefs about what is good and what is bad, what we should do and what we must do. These precise standards and criteria are what I've labeled rules. Rules are the trigger for any pain or pleasure you feel in your nervous system at any moment."

When you're upset with someone for behaving a certain way, inevitably it's because that person violated one of your rules about how people should act. Most of us have too many rules, and our personal rules can be some of our greatest sources of conflict and unhappiness. One of the best ways I know to be happier in life and in business (including customer service) is to rid yourself of as many arbitrary rules as you can.

So what are some of the rules you hear on the front lines?

• I hate it when customers walk around the store on their cell phones.

• It drives me crazy when Jenny helps customers five minutes before close, and I get stuck emptying the trash.

• I can't stand when a customer asks me 50 questions when she can see I have multiple people on hold.

What is the common theme in the list above? They are all versions of "I get upset when _______ happens."

I know a person who has much stronger rules about how people should behave than I do. Mall employees, people in traffic, family members—someone is often violating one of his rules. I'd venture to say that I have more professional stress and work more hours than this person, yet by all evidence, I seem to be much happier with my daily life. Why? I spend much less of my time being upset about what other people do or don't do.

This doesn't mean that every rule you have is a bad one. I think most service reps would be upset if a customer picked up merchandise off a counter and then dropped it on the floor when done with it. Some rules are understandable. However, many people have rules that diminish their lives instead of rules that enhance their lives. As Tony Robbins asks, "Do your rules empower or disempower you?"

Look at your own rules. How many times a day or a week do you get upset about what someone on the service floor did or did not do, whether it's a customer or a colleague? Be honest. Then ask yourself this simple question: What affected my life more—what the person did or my reaction to it?

If you've got a lot of rules, I'll bet your reactions have had much more of an impact on your life than the actual actions themselves.

The next time you get upset with a customer or coworker, ask yourself why you're really upset. You might find that you have a rule or two that needs to be kicked to the curb. Because in customer service, and in life, the fewer rules you have concerning what other people should or should not do, the happier you'll be.

(Continues...)

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Excerpted from Be Your Customer's Hero by Adam Toporek. Copyright © 2015 Adam Toporek. Excerpted by permission of AMACOM.
All rights reserved. No part of this excerpt may be reproduced or reprinted without permission in writing from the publisher.
Excerpts are provided by Dial-A-Book Inc. solely for the personal use of visitors to this web site.

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Table of Contents

Contents

Acknowledgments, xi,
Introduction, 1,
Before We Get Started, 5,
PART ONE: GREAT SERVICE IS ALL IN YOUR HEAD,
Chapter 1: The Customer Is Always _______, 7,
Chapter 2: Winning Is Not a Customer Service Goal, 10,
Chapter 3: Do You Know Your Mental Rules?, 13,
Chapter 4: Be Proud, and Then Swallow Your Pride, 15,
Chapter 5: Keep Your Cool When the Ball Comes at You, 18,
Chapter 6: Are You Renting Customers Space in Your Head?, 21,
Chapter 7: It's True: Your Attitude Does Determine Your Altitude, 24,
PART TWO: THE MIND OF THE MODERN CUSTOMER,
Chapter 8: Customers Have Mental Rules Too, 27,
Chapter 9: What's In It for Me?, 29,
Chapter 10: All Customers Are Irrational, 31,
Chapter 11: Everyone Is Rushed, Everyone Is Stressed, 34,
Chapter 12: You Don't Know Your Customer's Story, 37,
Chapter 13: Everyone's Been Burned Before, 40,
PART THREE: THE SEVEN SERVICE TRIGGERS,
Chapter 14: Introducing the Seven Service Triggers, 43,
Chapter 15: Service Trigger #1: Being Ignored, 46,
Chapter 16: Service Trigger #2: Being Abandoned, 47,
Chapter 17: Avoiding Service Triggers #1 and #2, 50,
Chapter 18: Service Trigger #3: Being Hassled, 55,
Chapter 19: Service Trigger #4: Being Faced with Incompetence, 58,
Chapter 20: Service Trigger #5: Being Shuffled, 62,
Chapter 21: Service Trigger #6: Being Powerless, 66,
Chapter 22: Service Trigger #7: Being Disrespected, 68,
PART FOUR: BE A GREAT TEAMMATE,
Chapter 23: Why Teamwork Matters, 71,
Chapter 24: Rise Above, Don't Stoop Down, 73,
Chapter 25: "It's Showtime", 75,
Chapter 26: The Clothes Make the Rep, 78,
Chapter 27: Always Be Professional, 80,
Chapter 28: Set the Next Shift Up for Success, 82,
Chapter 29: Five Reasons Customer Documentation Matters, 84,
Chapter 30: Document Quickly and Effectively, 87,
Chapter 31: When to Help a Teammate with a Customer, 90,
PART FIVE: OWN THE SERVICE FLOOR,
Chapter 32: Make That First Impression Count, 93,
Chapter 33: How Are You Today?, 97,
Chapter 34: How to Handle "I'm Just Browsing", 99,
Chapter 35: Don't Be a Helicopter Rep, 102,
Chapter 36: Can You Remember One Thing?, 104,
Chapter 37: The Name Game Is No Game, 107,
Chapter 38: Judge Not, Lest Ye Miss an Opportunity, 109,
Chapter 39: Become the Customer's Personal Detective, 112,
Chapter 40: Never Talk Badly About Customers with Customers, 115,
Chapter 41: WOW Customers in the Blink of an Eye, 117,
PART SIX: COMMUNICATE LIKE A PRO,
Chapter 42: Customer Service Lessons Grandma Taught You, 121,
Chapter 43: Give Your Customers Your Undivided Attention, 123,
Chapter 44: Is Your Body Language Saying the Right Things?, 126,
Chapter 45: Smile When You Dial, 130,
Chapter 46: The Phone Is Different, and the Same, 132,
Chapter 47: Use BRWY Communication, 135,
Chapter 48: Want to Help Your Customers? Shut Up, 138,
Chapter 49: Ask Questions, Lots of Questions, 141,
Chapter 50: Jargon Is a Wall Between You and the Customer, 143,
Chapter 51: 10 Power Words You Must Use, 145,
Chapter 52: Assure Accountability, 149,
Chapter 53: Always Get Buy-In for Your Response Times, 153,
Chapter 54: Don't Make Promises You Can't Keep, 155,
Chapter 55: The Art of the Pivot, 157,
PART SEVEN: MASTER DIFFICULT SITUATIONS,
Chapter 56: Complaints Should Come with Bows on Them, 161,
Chapter 57: Listening Is a Start, Understanding Is the Goal, 163,
Chapter 58: CATER to Your Customers with This Service Process, 165,
Chapter 59: Focus on What You Can Do, Not on What You Can't, 167,
Chapter 60: Making It Right Is More Important Than Being Right, 170,
Chapter 61: Let Upset Customers Punch Themselves Out, 174,
Chapter 62: What to Do When the Customer Won't Stop Talking, 178,
Chapter 63: The Art of Framing, 180,
Chapter 64: Sales Techniques That Help Close the Deal, 183,
Chapter 65: Use Your Authority, 186,
Chapter 66: Don't Blame the Policy for the Problem, 188,
Chapter 67: Fine Print Isn't Always So Fine for Customers, 190,
Chapter 68: Handling Customer Service "Experts", 192,
Chapter 69: When a Complaint Is a Scam, 194,
PART EIGHT: HANDLE NIGHTMARE CUSTOMERS,
Chapter 70: Applying What You Know When the Heat Is On, 197,
Chapter 71: There's No Silver Bullet for a Hand Grenade, 199,
Chapter 72: 13 Go-To Tactics for Defusing Angry Customers, 201,
Chapter 73: How to Draw the Line with a Customer, 205,
Chapter 74: How to Handle Customer Threats, 208,
Chapter 75: What to Do When a Customer with an Audience Goes Crazy, 214,
PART NINE: UNDERSTAND THE DIGITAL FRONT LINES,
Chapter 76: The Channel Impacts the Message, 217,
Chapter 77: Privacy and Security Are the New Triggers, 219,
Chapter 78: Good Email Is an Art, 222,
Chapter 79: The Social Customer Is Here to Stay, 225,
PART TEN: BE YOUR CUSTOMER'S HERO,
Chapter 80: What Really Makes a Hero-Class Customer Experience?, 229,
Chapter 81: Adopt the Mindset of a Hero, 233,
Chapter 82: Be Your Customer's Hero, 235,
Putting What You've Learned into Practice, 237,
Index, 239,
About the Author, 245,
Free Sample Chapter from Exceptional Service, Exceptional Profit by Leonardo Inghilleri and Micah Solomon, 246,

Editorial Reviews

”… this very useful handbook for service providers… teaches employees how to treat customers with respect and put them first… features clear, memorable examples. Toporek paints a rich, vivid picture of exactly what to do… coins the term “Hero-Class customer service” and then he shows you just how to achieve it.” —getAbstract

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