Many organizations think they’re improving customer service by training sales and customer representatives to make small talk — asking how a customer’s day or week is going. Asking questions and chatting with customers about personal matters is only good customer service if clients WANT to make small talk.
Are you asking customers what good customer service means to them and what type of service they’re hoping you’ll provide?
Here are a few questions you can ask to improve customer service:
If we need to contact you, what method is best? Phone, email, or text message?
What kind of information would you like to receive, how often, in what format, and with how much detail?
What’s your definition of good customer service? Check all that apply.
Get it done fast and right the first time.
Get to know me. I’m happy to chat.
Get it done right and ask all the questions you’d like.
I’ll sacrifice pleasantries for speed.
Ride-share drivers, massage therapists, dental hygienists, etc. ask, “Would you like a silent ride/visit?”
If you ask for customers’ preferences, be sure to accommodate those requests. When I ordered an Uber from the airport last night, I selected a “comfort ride.” I’d never selected “comfort” before. When I made my selection, I was asked what kind of ride I wanted, “quiet or conversational”. I picked quiet. As soon as the Uber driver found out I was from Denver, he told me he owned a home in Colorado, and how his aunt who he called “mom” because she was like a second mother to him, bought him the home, and about the shopping complex his aunt owned, and how her husband gambled and lost all their savings, and how she died her nephew’s arms. I learned all of this in a four-mile trip, during what was supposed to be a quiet ride.
It’s worse to ask for customers’ preferences and then ignore those preferences, than not to ask at all.
Our customers don’t necessarily share our definition of good customer service. Small talk may suit some customers, while it alienates others. Read your customers’ body language and listen to their tone of voice. Do they look and sound like they want to chat with you? Do they happily provide you with detailed answers to small-talk related questions, or do they provide short answers and appear impatient? Listen, watch, and adjust your behavior accordingly. Or preferably, ask what customers are expecting from you when they buy. Ask more. Assume less.
How many times have you sent someone five emails and become frustrated when none were returned, or thought an employee was happy, only to be surprised when they quit, or needed to talk with someone but couldn’t get their attention, so you walked by their office throughout the day, wondering if it was ok to knock? Working with other people doesn’t have to be so hard.
Taking the time to ask team building questions is much faster than recovering from missteps with other people. Ask the questions at the beginning of anything new – when you hire a new employee, get a new customer, or start a new project. You can ask questions in person, via video, or over the phone. Always ask live versus via email or a survey. And keep asking the questions as you work with people.
I use the Candor Questions below, when I onboard a new team member at Candid Culture. The questions help the entire team get to know each other better and learn how to work together.
What will keep you working here and what would make you want to leave?
What’s the best way to get information to you – voicemail, text, or email?
What time is too early to contact you?
What time is too late?
Do you leave your email and/or text alerts on at night/when you go to sleep?
Would you prefer I send all emails and text messages during regular business hours?
What frustrates you at work?
What are your pet peeves?
What’s something you want to learn, skill or business wise, that you haven’t had a chance to do?
What’s something you wish I would start, stop, or continuing doing?
We move so fast at work and are so focused on completing goals, we often don’t take the time to really get to know the people we work with. I feel very strongly that asking the team building questions above will help people work better together. We’ll make fewer ‘mistakes’ with each other, and get more done with less stress and more ease. As William Ury said in his book, Getting to Yes, “Go slow to go fast.”
Asking questions about working style preferences and goals is an ongoing process, and it’s never too late. You can ask the team building questions during meetings or just slip them into your conversations. The process doesn’t have to be formal or time consuming. The point is simply, don’t guess what people need and are expecting from you, ask.
At the end of presentations, attendees often approach me and say something like, “People tell me my communication style is really direct and that it can be off putting. I don’t know what to do about this.” Or they say, “People say I’m really quiet and hard to read. They have a difficult time getting to know me.”
If you’ve been given the same feedback repeatedly or know you create a first impression that may be challenging to others, set expectations and tell people about your communication style when you begin working with them. Don’t wait until they feel offended, confused, or frustrated. Simply tell people when you meet them, “I’ve been told that I’m too direct and how I provide feedback can be off putting. Anything I say is to be helpful. If I ever offend you or provide too much information, I hope you’ll tell me.” Or you could say something like, “I’m told that I’m quiet and it’s hard to know my thoughts on projects and initiatives. Please feel free to ask anything you want to know about me or my thoughts on company initiatives.”
People will make decisions about and judge you. There is nothing you can do about this. But you can practice what I call, ‘get there first.’ Set people’s expectations about your communication style and what you’re like to work with, and then ask people to speak freely when they aren’t getting something they need.
The root of frustration and upset is violated expectations. People may not be aware of their expectations of you or be able to articulate those expectations. But if they didn’t have certain expectations, they wouldn’t be upset when you acted differently than how they (possibly unconsciously) expected.
I’m a proponent of anticipating challenges and talking about them before problems arise. If you know something about your behavior is off putting or confusing to others, why not be upfront about it?
When people interview to work for me, I set clear expectations about my communication style and what I’m like to work with. I tell them all the things I think they’ll like about working for me and all the things I suspect they won’t. People often nod their heads and say, “no problem,” which, of course, may not be true. They won’t know how my style will impact them until they begin working with me. But when I do things I gave them a heads up would likely be off putting, we can more easily talk about those behaviors, than if I had said nothing.
Talk about your communication style when projects and relationships begin. Replace judgment and damaged relationships with dialogue.
Lots of organizations send out employee engagement surveys with the desire of improving employee engagement and retention; unfortunately, they often damage both in the process.
There are a few employee engagement survey pitfalls that luckily are easy to avoid.
Here are three practices to follow when sending out employee engagement surveys:
Shorter is better. I hate to say this, but no one wants to fill out an employee engagement survey. It’s time consuming, employees doubt the survey will yield results, and they worry that their feedback isn’t really confidential.
Make your employee engagement survey easy to fill out by making it short. And by short, I mean 25 questions or fewer. You’ll get a better response rate to a 25-question survey than a 65-question one.
Provide employees with survey results quickly. Most organizations ask for too much information. Leaders are overwhelmed by the volume of survey information, so they spend months and months reviewing it, while employees comment on yet another employee survey with no communication.
Send out a succinct communication sharing the top few learnings – the good and the not-so-good — within a few weeks of sending out the survey. You don’t need to take action at the same time. Simply keep employees in the loop by communicating a quick summary of what you learned. If you wait too long to share the feedback, it often never gets communicated. And the next time you send out a survey, employees will remember the absence of information and be hesitant to fill it out.
Within 90-days, tell employees what you will and won’t be changing, based on the survey feedback, and tell them why. Employees don’t need or expect all of their input to be utilized. Closing the loop with clear communication about what you are and aren’t changing, and why, is often sufficient.
The people you live and work with are hesitant to give you negative feedback. They’re afraid you’ll freak out, and they don’t want to deal your freak out. It’s easier to say nothing.
When I started teaching how to give and receive feedback, I provided elaborate explanations as to the predictable response to feedback and the rationale for that response. Now I’ve boiled the natural response to receiving feedback to three words: The Freak Out.
Every person you know – personally and professionally – wants to be liked and approved of. Even the people in your organization who you think are lazy, want you to think highly of them. And when anyone calls another person’s competence into question, that person is likely to freak out (become defensive).
It’s very difficult not to get at least a little bit defensive when receiving feedback. A defensive response often sounds something like, “Thanks for the telling me that. Can I tell you why I did it that way?” The problem with that slightly defensive response is that what the other person hears is, “You’re not listening. I’m wasting my time talking to you.” People want to feel heard. And when the feedback recipient becomes defensive, the person giving feedback doesn’t feel heard.
Don’t feel badly about becoming defensive when you receive negative feedback. Becoming defensive when receiving bad news just means you’re a living, breathing human being with feelings. But The Freak Out scares people. They don’t want to deal with your mild, moderate, or very defensive reactions.
Because people want to avoid The Freak Out, they keep negative feedback to themselves, or worse, tell someone else. If you want more truth, you need to make it clear there won’t be negative repercussions for speaking up.
Here are seven steps to get others comfortable giving you negative feedback:
1. Ask for feedback.
2. Be specific about the type of feedback you want.
3. Tell the person from whom you’re asking for feedback when and where they can observe you in action.
An ineffective way to ask for feedback: “I really want your feedback. Feel free to give it anytime.” This is too vague and doesn’t demonstrate seriousness on your part.
A more effective way to ask for feedback: “I really want your feedback on the pace of the new-hire-orientation program. Are you available to call into the first hour of orientation next Wednesday at 9:00 a.m. and tell me what you think of the pace and why?” This request tells the person specifically what you want and demonstrates you’re serious about wanting feedback.
4. When you receive feedback, say, “Thank you for telling me. I’m going to think about what you’ve said and may come back to you in a few days to talk more.”
5. Don’t respond to negative feedback immediately. End that part of the conversation instead of responding.
6. If you’d like more information or want to tell the person you disagree with what they said, wait until you’re calm to have that conversation. That can be minutes or a few days later.
7. You can express a counterpoint of view, just don’t do it immediately after receiving feedback. Anything you say in the moment will likely sound defensive.
No matter what a person’s role in your life – your boss, a peer, external customer, or even a friend or spouse – it takes courage to give you feedback. When a conversation requires courage, the speaker’s emotions are heightened. If the feedback recipient’s emotions rise in response to the feedback, conversations escalate. This is how arguments start. If you want to put the other person at ease and get more feedback in the future, do the opposite of what people are expecting. Rather than getting even the slightest bit defensive, do the opposite. Say, “Thank you for the feedback. I’m sorry you had that experience. I’m going to think about what you’ve said and may come back to you to talk more.” Then end that part of the conversation. You’re not being dismissive; you’re ensuring your emotions don’t take over. If you want to have a second conversation, have it within a week. Revisiting the conversation in a timely way shows you respect what the other person is saying and both of you will remember the topic at hand.
Ending a conversation, when all you want to do is react, is very difficult. Putting a conversation on hold will require a good deal of self-control, but the rewards are great. You will build trust, strengthen relationships, and get more information than you have in the past – information you need to manage your career, reputation, and business.
You’ve heard countless times that you never get a second chance to make a first impression. So when something not-so-positive happens – a customer is upset, you missed a deadline, or made an error – don’t let your boss find out about it from someone else. Manage your professional reputation and get there first to create the first impression of what happened.
Managers don’t like surprises. If your manager is going to get a call about something that isn’t positive, let them know before the call comes in. You will create your manager’s perception of the situation, and perceptions are hard to change. Don’t wait for the s*** to hit the fan. Get ahead of the problem by coming forward and giving your manager and other stakeholders a heads up.
It could sound something like this, “I just had a tough conversation with John in IT. You may get a call. Here’s what happened… I didn’t want you to be surprised.”
Or “I told Jessica at Intellitec we’re raising our prices this quarter. She wasn’t happy. You may get a call.”
Or let’s say you’re going to work on a strained relationship. Tell your manager before you take action. It could sound something like this, “I want to work on my relationship with Julie. Our relationship has been strained since we worked together on the software project last year. I’d like to approach her, tell her that I know our relationship is strained, and that I’d like a good working relationship with her. Then I’d like to ask if she’s willing to have lunch with me, talk about what’s happened, and see if we can start again in a more positive way. What do you think of me doing that? Would you approach the conversation differently? I don’t know how it’s going to go, so I wanted you to know what I’m planning to do, just in case it backfires and you get a call.”
Manage your professional reputation assertively by taking responsibility for mistakes, working on damaged relationships, and telling your manager before someone else does!
Most employees need only a handful of things to be satisfied and productive at work. The key is getting employees to tell you what those things are. And they might just tell you, if you ask.
Effective management involves asking questions during the interview process, after an employee starts, and again 90-days to six months into the job.
I recommend asking the seven questions below. I call the questions, Candor Questions.
Candor Question number one: “What brought you to our organization? Why did you accept this job? What are you hoping the job will provide?” Ask one of these three questions. Pick the one you like best.
Candor Question number two: “What would make you leave this job? What are your career deal breakers, things you just can’t tolerate at work?” Ask either of these questions.
Candor Question number three: “What type of work, skills, and/or areas of our organization do you want to learn more about?”
Candor Question number four: “Tell me about the best manager you ever had. What made them the best manager?” This will tell you what the employee needs from you as a manager and is a much better question than, “What do you need from me as your manager?” That is a hard question to answer. Telling you the best manager they ever had is easy.
Candor Question number five: “Tell me about the worst manager you ever had? What made them the worst manager?”
Candor Question number six: “What are your pet peeves at work? What will frustrate you?” Why find out the hard way what frustrates employees when it’s so easy to ask. This question demonstrates that you want your employees to be happy and that you will flex your own preferences, when possible, to meet employees’ needs.
Candor Question number seven: “How do you feel about being contacted via cell phone or texts outside of business hours? How do you feel about receiving emails during the evenings and weekends? What time is too early? What time is too late?” When boundaries like work hours are violated, it often erodes employees’ loyalty to managers and organizations, and it’s such an easy question to ask.
If you’ve participated in one of our management trainings or received a box of Candor Questions for Managers, you know I could go on. But these seven questions are a good start.
Regardless of age, work, and educational background, employees have a few things in common.
Employees want to:
• Work for someone who takes an interest in and knows them
• Feel valued and appreciated for their contributions
• Be part of and contribute to something greater than themselves
• Feel respected as a person. Managers respect their time, expertise, and needs
Taking the time to get to know employees throughout your working relationship accomplishes many employee needs.
If you have long-time employees, it’s never too late to ask these questions. Regardless of for how long employees have worked for you, they’ll appreciate you asking. Don’t worry that employees will raise an eyebrow and wonder why you’re asking now. They’ll just be happy you’re asking. You can simply say, “I realized that I’ve never overtly asked these questions. I just assume I know. But I don’t want to do that. During our next one-on-one meeting I’d like to ask you these questions and you can ask me anything you’d like.”
If you have a manager who is unlikely to ask these questions, provide the information. Don’t wait to be asked. You’re 100% accountable for your career. Tell your manager, “There are a few things about me I want to share with you. I think this information will help ensure I do great work for the organization for a long time.”
Managers, the better your relationship with your employees and the more you know about what your employees need from you, the organization, and the job, the easier employees are to engage, retain, and manage. Stop guessing and start asking.
When I interviewed for my last job, before starting Candid Culture 19 years ago, the CEO put a mug in front of me with the company’s values on it and asked if I could live by those values at work. He was smart. Hiring someone with the skills to do a job is one thing. Hiring someone who fits into the organizational culture, is another.
Determining if a prospective employee will fit your organizational culture is much harder than determining if someone has the skills to do a job. Often when an employee leaves a job, only to take the same role at another company, they left for fit. They just didn’t feel comfortable. They weren’t a good fit with the organizational culture.
You’ve probably heard discussions about employees who deliver results at the expense of relationships. Or about employees who fellow employees really like, but they just can’t do the job.
Leaders of organizations need to decide what’s important: What people do? How they do it? Or both. I’m going to assert that both the work employees deliver and how they deliver that work is equally important. I think you should hire and fire for fit.
Work hard to hire people who will fit into your organizational culture. Get rid of people who don’t fit. The impact on your organization’s reputation and on internal and external relationships depends on hiring people who behave consistently with your brand and how you want your organization’s culture to feel.
At Candid Culture, we teach people to have open, candid, trusting relationships at work. Thus, we must hire people who are open to feedback and communicate honestly, and we tell people who don’t model those behaviors to find a better fit
Here are a few ways to ensure you hire people who are a good organizational culture fit:
Share your current or desired culture with job candidates early, often, and clearly.
Work to assess how candidates fit the culture. Use practical interviews, job shadowing, and reference checks to assess organizational culture fit.
Talk about the culture when onboarding employees.
Make behaving according to the culture part of your performance appraisal process.
Reward behavior that matches the culture.
Have consequences for not acting according to the culture. A negative feedback conversation is a consequence.
Ensure your leaders and managers live the culture. Eliminate leaders and managers who aren’t a good culture fit. This takes courage.
When people leave an organization, they don’t often take copies of reports they produced or work they created. And if they do, they rarely look at that work. What they do take, remember for years to come, and find meaning in, are the relationships they built at work. Relationships are dependent on organizational culture.
Determine the organizational culture you want. Talk about it regularly. Require people to act according to the culture. Reward the ones who do. Get rid of the ones who don’t. Make working in your organization feel as you want it to feel.
At some point in your career, you will likely get feedback that doesn’t feel accurate. When receiving feedback you question, rather than dismiss it, vet the feedback with the people who know you best. Assemble a core team of people who know you well, love you, and have your back. The relationships may be personal or professional. These are people who will tell you the truth (as they see it) if you ask.
You might think that you’re a different person at home and at work, thus your friends’ and family’s input isn’t valid in the workplace. I don’t think that’s true. You are who you are, and you’re not a completely different person at home and at work. It’s just not possible to be your real self and turn it on and off at work. Sure, you might have a communication style that you only use when working. You may make decisions at work differently than in your personal life. But you’re not a completely different person after 5:00 pm. If you’re often late, don’t keep confidences, talk too much and too long, or wear clothing that is not your friend, your personal relationships can tell you that.
It’s important to know how you come across, your reputation, and your wins and losses at work. Having this information allows you to manage your reputation and in turn, your career.
The question is, with whom should you vet feedback that doesn’t feel quite right? Here are four criteria for core team members:
Your core team should be made up of a small number of people (five or fewer) who know you well, love you, and have your back.
You should respect core team members’ opinions.
You must trust your core team and their motives, in relation to your well-being.
You must be open to core team members’ feedback.
Core team members don’t need to be told they’re on your core team. Simply call these people individually when you need input. Tell them the feedback you’ve received and then ask for their opinion. And be sure to tell them that you’ll take their feedback graciously, by saying “thank you”.
It’s easy to dismiss feedback that’s hard to hear. The feedback you receive might just be that person’s opinion. But people talk. And one person’s experience of you can impact your career greatly. Manage your career assertively and powerfully by knowing your reputation. Find out the impressions you create. Then you can make decisions about changes you will and won’t make.
We have all worked hard on a project, only to find out that what we created was not what our manager was expecting. When this happens, everyone is frustrated. Managers question whether or not employees listen. Employees wonder why managers weren’t clearer about what they wanted at the beginning.
Giving negative feedback is hard. Asking for what you want will always be easier. Managers would be well served by setting clear expectations at the beginning of working relationships and projects. Tell your employees what a good job looks like. Don’t make them guess.
If you want a weekly status update, tell employees that rather than being frustrated when you don’t know where projects stand. If you want a bulleted summary, tell people that rather than being annoyed when five paragraphs land in your inbox. If you envision a report with tables and charts, tell employees that versus being disappointed when they create a bulleted list. Setting clear expectations applies to all internal and external working relationships – up, down, and lateral.
Most of us assume people will do things the way we do. They won’t. Save time and reduce frustration by being crystal clear when you set expectations at the beginning of anything new.
When people see the title of my book How to Say Anything to Anyone, they think it’s a book about giving feedback and having difficult conversations. It’s not. How to Say Anything to Anyone is about asking more questions, so you know what your direct supervisor, coworkers, and customers need and don’t have to guess. How to Say Anything to Anyone is not about giving people bad news. It is about asking for what you want before challenges occur and then talking about how you’ll deal with challenges when they arise.
If you work for or with someone who does not set expectations that are clear, then you, the employee, needs to set those expectations.
Set expectations by asking your manager and coworkers:
• When do you want to see this, in what format, with how much detail?
• What does a good job look like?
• What’s your expectation of how this should look when it’s complete?
• Where does this fit, as a priority, in relation to other projects?
• How does this project fit into the department’s or organization’s goals?
Asking questions and telling people what you want is always easier than giving negative feedback. Everyone – employees and managers alike – are accountable for ensuring that expectations are clear and that work is done right the first time Ask more. Assume less.
Download the five questions managers must ask their employees to set expectations that are clear:
It could sound something like this, “I just had a tough conversation with John in IT. You may get a call. Here’s what happened… I didn’t want you to be surprised.”
she’s willing to have lunch with me, talk about what’s happened, and see if we can start again in a more positive way. What do you think of me doing that? Would you approach the conversation differently? I don’t know how it’s going to go, so I wanted you to know what I’m planning to do, just in case it backfires and you get a call.”
