Updated January 2021
Tony did exactly as he was trained. He sent a hand-written thank you note to his customer. However, when his customer received it she was furious and tore it up into little pieces before throwing it out.
How could something as well intentioned as a thank you note (hand written, at that) create such a negative reaction? As it turns out, this customer was still in the process of getting a serious issue resolved with Tony and his company. The thank you note arrived before this issue was dealt with, he never mentioned it, and he never apologized for the problem. Even though the thank you note was handwritten, it was as impersonal as a mass produced letter that starts with "Dear Customer."
If you only train your employees to routinely do things without understanding the subtleties and context of their actions, you run the risk that they'll do the right things but in the wrong way.
Here are some of the most common customer service rules, when to break them and best practices to apply instead.
Rule One: Always Use the Customer's name
Dale Carnegie said "The sweetest sound in any language is the sound of one's own name." Though it may be true that using a customer's name can create a sense of intimacy, it can also have the opposite effect. Watch out for the following mistakes:
"Well, Bob, you can see that this is the perfect solution for your business, don't you agree Bob? After all Bob, studies have shown this to be true. And Bob…." Overusing your customer's name may make them uncomfortable, seeming like an insincere gimmick rather than a true connection.
Some people have names that are hard to pronounce or have an unusual pronunciation. In either case it is always good to ask the proper way to pronounce their name. Once you've heard the proper pronunciation, it's essential that you pronounce it correctly. Customer's may forgive you for not saying it right, but it will still grate on your customer's nerves to hear his or her name said wrong repeatedly.
Best Practice: Use your customers name in a way that shows respect and begins to build rapport.
Rule Two: Always Shake Your Customers Hand
For decades salespeople have been taught to shake hands in order to connect and build trust and rapport with their customers. However, there are a number of situations where offering a handshake can create more tension than trust. This customer service rule is quite problematic, especially since covid.
There are many cultures and religions in which handshaking is either forbidden or considered rude. If you are dealing with a multi-cultural customer base, learn all you can about the appropriate ways to greet and welcome them.
For some people, the mere thought of having to shake hands creates a level of tension that can ruin the entire interaction.
Best Practice: Instead of initiating the handshake it is better to wait until your customer makes the first move. Keep your arms relaxed but ready to respond. If they start to shake your hand, you can easily reach out and grasp their hand in return.
Covid Update: Clearly this customer service rule is gone…maybe forever. Find a way to connect without touch.
Rule Three: Always Send a Handwritten Thank You Note
In this impersonal business world a handwritten note will help you stand out and make a great impression, but sometimes a note can have the opposite effect.
As in the opening story, don't send a thank you note if your customer has an unresolved problem. Don't send a note unless it's an apology, not a thank you.
A perfunctory "thank you for doing business with us" can fall flat like a form letter, ruining whatever connection you may have with your customer.
Best Practice: Although a handwritten note is still somewhat personal in its nature, you need to take it a step further by writing something unique that relates to each customer. Your note should include references to what you have spoken about with the customer (i.e. Their kid's baseball game; the health of a loved one, etc.)
Writing notes during covid
As businesses were struggling during covid, some businesses decided to write thank you notes to stand out from their competitors. I recently ordered dinner from Bobcat Betty's in Ferndale. Besides the delicious food I found a wonderful thank you note. It really made me feel like a valued customer. If you want to show your customers that you value them consider writing a personal note. It makes a difference!
Rule Four: Follow the Golden Rule
From the time we are children we have been taught to follow the golden rule. "Do unto others as we would have them do unto us." Following this rule can create a number of problems:
It is somewhat egocentric to assume that your customer always has the same wants and desires that you do. For example, if you are a gregarious person who likes lots of conversation and connection, you risk pushing your customer away if that kind of treatment makes them uneasy.
Best Practice: Use Tony Allesandra's PlatinumRule; "Treat others the way they want to be treated." This ensures that your customer will be treated in a way that meets his or her needs.
The bottom line to all these customer service rule breakers and best practices is to keep your customer service personal. Don't just follow the rules, choose the best way to apply them to meet and exceed your customer's needs.
About the Author:
Laurie Brown is an international trainer and consultant who works to help people improve their communication skills. If you want more information about how to improve your customer service click here. She is the author of The Teleprompter Manual, for Executives, Politicians, Broadcasters and Speakers. Laurie can be contacted through www.lauriebrown.com 1.248.761.7510