The Simple Habit That Will Keep You Customer Focused

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Employees at The Ritz-Carlton have a reputation for amazing service.

You might think their success comes from having a great product, hiring great people, or even a great training program. All of those help, but none are the magic ingredient.

The real secret is amazingly simple.

Ritz-Carlton employees, called associates, spend time every single day reviewing and discussing one of the hotel chain's gold standards. These standards lay out the values and operating philosophy that have helped make it famous.

The gold standards themselves aren't the secret. Those can easily be found online

The secret is the daily review. The Ritz-Carlton has developed an obsession for guest service by talking about guest service every single day.

Here's how you can do the same thing to keep your employees customer-focused.

A group of employees gather for a brief team meeting.

Why do daily reviews work?

Think back to when you were in high school. There's a good chance you had a combination locker for books or physical education class.

Back then, you could open the locker in seconds without thinking. The combination was seared into your memory from daily practice.

Now imagine you are standing in front of the same locker today. The combination is still the same as it was back in your high school days. Could you open it?

More than 90 percent of us could not.

That's because a lot of knowledge and skills are "use it or lose it." Our brain makes it easy to access information we use frequently, while information we hardly need gradually recedes to the background.

Customer service skills are the same way.

It's not uncommon for employees to attend a customer service training class and then boost their performance for a week or two afterwards. Yet without ongoing reinforcement, they inevitably come back down to earth as the gravitational pull of their old habits stamps out any new ideas.

How The Ritz-Carlton uses daily reviews

Associates at every hotel gather for a daily meeting called a lineup. The meeting is short, generally just ten minutes, and is carefully orchestrated.

Four topics are on the agenda:

  1. Gold standard of the day

  2. Share WOW stories about great guest service

  3. Celebrate birthdays and service anniversaries

  4. Discuss property-specific information, such as special events

Notice the gold standards are at the top of the agenda.

The same gold standard is chosen at all Ritz-Carlton hotels each day. For example, one day might focus on The Ritz-Carlton motto, "We are ladies and gentlemen serving ladies and gentlemen."

Associates discuss the standard and talk about how they apply it on the job. That discussion does two very important things:

  1. It reminds associates, so they remember to apply it.

  2. It deepens their understanding of the standard.

That daily review helps the gold standards become just like opening an old high school locker—associates can use it without even thinking.

What can you do to keep things fresh?

Some leaders worry that daily reviews will soon grow stale. 

One manager confided that he ran out of things to talk about, and felt a weekly meeting worked better. Other leaders have told me they worry that employees will start tuning them out when they repeat a reminder that was previously covered.

There are three keys to keeping things fresh:

  • Relevance

  • Brevity

  • Ownership

The reminders should be relevant to what's going on in the business and the challenges your employees face. So "remember to smile" might fall flat as a generic reminder, but a discussion about how you stay upbeat and positive at the end of a long shift could be more relevant.

The reminders should also be brief. The daily meetings at The Ritz-Carlton last about ten minutes. My Customer Service Tip of the Week emails are designed to be read in just five minutes.

Finally, employees should take ownership. Rather than announcing each reminder, try giving the responsibility to different employees. It also helps to make it a discussion where employees share their own successes, challenges, and questions.

How to implement your own daily reviews

Start with what you want to review. 

In Getting Service Right, I profiled a fast food restaurant called Pal's Sudden Service that regularly requires employees to demonstrate proficiency with basic procedures. Other organizations, like The Ritz-Carlton, focus on culture.

Here are some ideas you might use:

Next, create a regular schedule. Ideally, you integrate the reminders into things you're already doing, like a team huddle. It becomes much harder to implement a daily schedule if its extra work.

Finally, stick with it! The reminders only work if you can make them a habit.

I researched customer-focused organizations while writing The Service Culture Handbook. One thing leaders in these companies did really well was talk about customer service all the time. That one thing can keep your team more customer-focused than the competition!


Why the Huddle Is Your Most Important Meeting

UPDATED: December 22, 2023

Ugh, not another meeting.

It seems like our calendars are full of them. Most of these meetings seem pretty pointless. Many of us work on other tasks during meetings, which suggests that whatever we're meeting about isn't too amazing.

There's one meeting that's different: the huddle.

Alternatively known as a stand-up, pre-shift, line-up, or tailgate, the huddle is a short meeting designed to get everyone on the same page, discuss any pressing issues, and quickly get people back to work.

I reached out to a number of customer service leaders to see how they use the huddle to prepare their teams for success.

Why Huddle?

Patrick Maguire is a a hospitality consultant and author of the Server Not Servant blog. He suggests huddles (often called pre-meal or pre-shift meetings in restaurants) are a great way to develop a healthy service culture.

"Effective and consistent internal communications are critical in building and nurturing a culture of trust and mutual respect within every business. Pre-meal meetings in restaurants ensure that your team is prepared, confident, and aware of as much information as possible to maximize hospitality and meaningful engagement with guests."

Jeremy Hyde, Customer Service Manager at UCare, used huddles to help his team handle rapid growth. He continues to use them to keep the team up to date.

"Initially we implemented them because we on-boarded 185,000 new members and wanted to make sure we identified issues and trends and could disseminate information quickly. We've continued them as an ongoing way to share information in place of longer and less frequent team meetings."

How to Huddle

Huddles should be short, focused meetings. Most teams have no more than three topics:

  • Reinforce the service culture

  • Share critical updates

  • Identify any issues

Many customer service leaders use the Customer Service Tip of the Week to provide ongoing service reminders to their team. Others use the time to reinforce some aspect of the customer service vision.

Maguire outlines a number of topics that restaurant managers can draw upon. "Hospitality tips, menu and drink specials, professional and amateur reviews, social media activity, upcoming events, staff questions, and neighborhood news, are all great content for pre-meal meetings."

The Ritz-Carlton has four items on the agenda for its daily huddle:

  1. Gold standard of the day

  2. Share WOW stories about great guest service

  3. Celebrate birthdays and service anniversaries

  4. Discuss property-specific information, such as special events

Keep in mind that the huddle should be a discussion, not just announcements from the boss. Encourage participation from everyone and even consider asking others to help lead the discussion on various topics.

Alex Wyatt, Vice President of Customer Care at Gardner Dixie Sales Inc. tries to limit huddles to three to five employees plus the supervisor.

"We like to utilize small group huddles for updates or Q&A's when call volume allows. We tend to get better participation and questions as a small group."

 

How Often and How Long

Huddles should be short.

The consensus among customer service leaders I asked was no more than 15 to 20 minutes. In my experience, you can have an effective huddle in 10 minutes.

Employees typically remain standing during a huddle to encourage a short and focused session.

Some leaders advocate daily huddles while others prefer to meet less frequently. Nate Brown, Director of Customer Experience at UL EHS Sustainability, suggests that customer service leaders consider what works best for their teams.

"I will be the odd man out here and say daily huddles are excessive in my opinion. At least in our environment it became a waste of time. I've moved to two huddles a week (Monday and Wednesday) which has been a very good fit for us. A good checkpoint would be immediately after the huddle to think about if it makes any actual difference to your day or not."

Maguire reminds managers hosting pre-shift meetings to give their team a little bit of extra time to get ready for the day. "Leave at least 10 minutes between the end of the meeting and the start of service for final station checks, bathroom/smoke breaks, etc."

 

Discussion

The customer-focused companies I examined in The Service Culture Handbook relentlessly discussed customer service with their employees. The huddle is a great way to foster this discussion.