customer relationship management
We can tell in seconds when a conversation – or an email – is about a transaction or about building a relationship. The transaction is quickly deleted, forgotten. But when someone is interested in us, fully present, asking thoughtful questions and listening to the answers, we drop our defensiveness. And … Read more
This past week, I spent the afternoon with a group of energetic business owners. We worked together to design each company’s approach to customer service. One of the reactions that resulted from our work was, as one participant put it, “I’m realizing I don’t know exactly what our clients are … Read more
Spotify became my music platform of choice several years ago. While I was hesitant at first, I have no regrets. Setting up our household account took a bit of time. I was delighted to find and put in our library the majority of the artists and albums that have created … Read more
I’m currently spending time with an extremely diligent coaching student. Having never received any formal sales training, she reacts to new information and skills by using them immediately. This is a lot of fun. Each week she arrives with great success stories and questions to ask. And she’s also using … Read more
Since 2020 the requests I’ve received for customer service training have grown by over 50%. Why? The main reason is the same challenge that’s impacting most industries – too few people with the necessary skills to satisfy customer demand. When creating training experiences for these teams, I approach the work … Read more
This past week the word ‘collaboration’ has been on my mind. It applies to many of the challenges our world is facing today. Where I live, the provincial and municipal governments, which should be vibrant examples of partnership, are tragically miscommunicating about one of our most urgent problems – homelessness. … Read more
This past week contained a disappointment – for myself and others. What occurred was surprising and frustrating. Like a tightened knot I was convinced I could untie, I kept revisiting the situation, obsessing. This is always a sign that there’s a lesson to be learned. Uncovering it has resulted in … Read more
Both making and taking phone calls require skills. Whether you are managing a team responsible for these tasks, or you’re coaching yourself, you need to be able to distinguish between phone phobia/fear and phone anxiety. According to Harvard Health Publishing, a phobia is a persistent, excessive, unrealistic fear of an … Read more
One of the things that has increased steadily over my 16 years as The Phone Lady is requests for skills on communicating with an upset client/customer. There are numerous reasons why these skills are more in demand. One is, as a society, we are still working through the aftermath of … Read more
Whether I’m working with a team on customer service or sales skills, our conversation inevitably includes a discussion about how and why everyone seems to be more irritated these days. There are lots of reasons – the economy, world politics, the environment – to name a few. These are things … Read more
The skills and actions involved in creating excellent customer service are many and varied. Achieving all of them, even half of them, with every staff member, especially in a large corporation, demands constant vigilance and commitment. Fortunately, the foundation of customer service is easy and very straightforward. Its absence is … Read more
Omnichannel is a word that irritates me. I hear it as industry speak, jargon, a made-up word. And all of this is true. However, it doesn’t take away from the importance and value of understanding and acting on omnichannel communication to create customer service excellence. Omni comes from the Latin … Read more
Creating excellence demands that we explore expectations – our own and those of our prospects, clients and customers. We come to every conversation and meeting with some level of expectation. Recognizing this – and setting these aside – is a life-long, necessary practice. Without this ability, our expectations act like … Read more
Expectations are ever-present. From the moment we begin each day, we bring our own expectations to each experience and task. Even as I write this, I am influenced by my expectation that it will be completed within the hour. Our prospects and clients also have expectations. Influenced by our reputation, … Read more
Inspiring the trust of others is not a small task. It’s something quite … monumental, that moment when another human being gifts you their trust. Trust is essential to the successful growth and longevity of our businesses and yet most of us don’t give this much thought or attention. In … Read more
As our computers and telephones have merged and landed in our hands instead of on a desk, an unintended consequence has surfaced. We are tapping and scrolling and writing and reading more than we are talking. This means there’s a lot of “communication” happening but it doesn’t necessarily result in … Read more
Empathy is not only the champion of storyfinding but also the no-fail creator of trust, loyalty and clear communication. Why? Because recognizing and honouring the emotional content of any situation allows us to provide solutions that go far beyond the surface problems or challenges. Empathy is not about becoming emotional. … Read more
It happens to all of us. We finish a conversation with a client and feel, well, unaccomplished. Perhaps the next steps aren’t clearly agreed upon. Or important items are completely forgotten and another conversation needs to be booked. It doesn’t have to be this way. There’s a very simple way … Read more
It is a whole new world when it comes to customer service. The pandemic has given every business a myriad of things to think about, implement and change in order to keep both staff and customers safe. It’s a huge responsibility. Despite all of this, it’s important that service excellence … Read more
Reopening is not a return to things as they were earlier this year. We remain a world impacted by COVID-19. Yet this past week, several colleagues shared stories with me of their clients’ high expectations. There was someone who was surprised by a wait of several weeks for a haircut. … Read more
There’s a long-standing bit of etiquette that’s often overlooked today. I do understand why. Our schedules are jam-packed and our deadlines seem to multiply daily. We book meetings on the hour and if one happens to run a bit late, there’s a domino effect that throws off the rest of … Read more
Almost every small business owner I’ve worked with starts out keeping track of prospects using a spreadsheet. They carefully choose and set up the columns. Then they add to it weekly, sometimes daily, listing all the people they’ve spoken to and a bit of information about what was discussed. They’ll … Read more
For the past few years, due to my husband’s journey with Alzheimer’s, I’ve been assisting him with his duties as Power of Attorney (POA) for his mom, who also has dementia and now lives in a nursing home. We have almost completed transferring this POA to other family members, which … Read more
This week’s post is from Rosanne Burke, a dementia care consultant, trainer and speaker. She offers dementia training workshops for business owners who want to learn how to make their business dementia-friendly and helps family caregivers feel more confident and competent by creating a personalized caregiving plan. In Canada, seniors … Read more
I had two thoughts collide in my head on Thursday morning and the result is this blog post. The first thought, familiar to all bloggers, was, “Oh my gosh, it’s the weekend again already – and not just the weekend but the Canada Day long weekend. What am I going … Read more
As many of you know, I recently dove into creating online courses. This has involved a massive learning curve – well, less a curve than a continual roller coaster (and I’m not a fan of roller coasters). The process could have been shorter – and more profitable for everyone – … Read more
A bank teller wants to do more for the customer who suddenly requests all their funds but is confused and forgetful throughout the transaction. A dentist wonders what she can do for a long-time patient who struggles to pay their bills because they can’t remember how to use their credit … Read more
My post of March 10 created feedback and debate, not only here on my website but on social platforms. Similar to most creators of a regular blog, I was thrilled this happened. Not only that, I learned a lot from the ensuing discussion that will directly impact the content I … Read more
To celebrate 20 years of The Phone Lady, we're revisiting what truly makes communication meaningful. Every second week, we'll share a bit of wisdom to remind us that small shifts in how we speak, listen, and connect make a big difference. (You'll also receive access to our Exclusive Resources, including 4 ebooks.)