I’ve been a customer of my bank for almost 20 years. I’ve been with them longer than most of the employees I interact with. Since we moved almost 2 years ago we’ve still been operating under our Illinois S-corp and recently went through the paperwork to close that one out and open up a proper Georgia corporation. So we had to open new bank accounts.
And that’s where the fun happens. We had to work with a new banker to get everything taken care of. God bless him, he really followed his customer service training. He scheduled a whole meeting to take care of our needs. He laid out everything that we were going to talk about and do, made lists to manage expectations, he printed out a bunch of documents explaining everything and put them into marked folders and included keychains and water bottles and logo-festooned backpacks. Great customer service.
Except that we didn’t need any of it. I didn’t need a set of discussion points and action items laid out for me. I didn’t need documents that I’ll never look at nicely filed in a folder that I now have to recycle. I didn’t need a 90 minute meeting (or a backpack). What we really needed was a few accounts opened in a new business name – something they really could have done over the phone in a few minutes or maybe at worst at the counter to sign some paperwork.
I know that the banker was happy with his performance. I know that he felt that he was checking all the good-customer-service-boxes. I know that he was doing his job as prescribed. So on his side of the relationship he feels like it was a job well done. Which is totally understandable if he decides what determines good customer service.
But he wasn’t trying to service my needs, we was just doing customer service at me. He didn’t bother to understand what I actually needed, he had already decided what I needed (incorrectly) and rushed forward obliviously. We have a lack of alignment, because he thinks he knocked it out of the park and I’ve had my time wasted and now I’ve got middle-class-guilt over throwing a bunch of useless paper away. I had a similar experience recently when I purchased a new car. The dealership spent all kinds of time talking about future service and warranties and all kinds of nonsense I don’t even remember in the name of good customer service. While they were servicing at me they mentioned that I’d be getting a call to ask them about their customer service and good ratings were very important to them. We nodded through what seemed like hours of “good service” and then stood around like flaming idiots the first time we needed to put gas in the car and couldn’t figure out where the release button was on the fuel door. Lack of alignment.
I’m bringing this up for a specific reason. In our industry the “common sense” tells you that you need to do so many little “customer service” tasks that none of us could really ever keep up. What with the emails, the phone calls, the gifts, the meetings, the packaging, etc. there is a lot of pressure to expend an enormous amount of our time doing customer service at the client – are we entirely certain that the things we’re doing are an appreciated benefit to the client?
Do the clients need and want more meetings and more emails or are we just taking up their time because we think we should? We have websites and blogs as separate entities – does the client understand why even though we accept this convention? Everyone goes gaga over packaging – does the client really need money spent on cards and folders and ribbon and boxes for something that is specifically disposable by nature? Most of us hope clients will email us with an inquiry, then we’ll email back and maybe set up meetings and send pricing info – why so many back-and-forth steps to initiate a relationship? Most of us hand over nicely printed contracts and pricing and paperwork – does the client really want to store and refer to this stuff, or does it just make us feel good?
I’m not saying that we shouldn’t have client contact or nice collateral. What I am saying is that it is probably worth spending a little time thinking about whether this stuff is really a benefit to the client and the overall process. Because most business-owners I know are overworked and their to-do list is overflowing and ever-growing. Don’t add more crap to the list to stress yourself out if it isn’t a benefit to the client.
I used to require a bunch of meetings, now I let the client book me if they want with far fewer steps. I used to have pretty packaging for everything, then I realized that the client wants to enjoy their album and they aren’t going to put that box on their coffee table. I used to have all kinds of printed paperwork to hand over, then I realized that they don’t save it and don’t refer to it. I’m still working on the post-job process, since I suspect that the clients don’t want to have to approve as much as I’m asking them to.
So think about every touch point the client has with your business from start to finish and evaluate whether or not it is a real benefit from their perspective or not. If you remove a few steps from your process and get more aligned with your client’s needs it will be a big win for everyone.
- trr
P.S. – SEXY BUSINESS LAS VEGAS is on tap for this week, and then we’ll be hanging around for WPPI. So posts will be light but I’m sure I’ll have plenty to talk about coming soon. Please get in on the SEXY BUSINESS and check out one of our upcoming workshops in TUCSON, ATLANTA and BOSTON. Our last BOSTON workshop sold out in a week!
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