Create the right environment
Deliver Unmatched service
Provide Service Recovery
Gather and evaluate feedback
Be authentic intentional advocates
100

Leadership philosophy in creating the right environment. 

What is caring about and encouraging their people so they feel truly cared for? 

100

We should be this kind of advisor to our clients 

What is a trusted advisor?

100

The E in "HEART" stands for?

What is Empathize?

100

Even when feedback isn't ideal, we should still be this. 

What is be receptive to feedback? 

100

Service providers should believe this when serving a client and it should be top priority. 

What is doing the "right thing" for the client? 

200

Leaders should communicate their decisions this way to be authentic. 

What is "communicating the decisions clearly and owning the decision?" 

200

You should always do this when available instead of letting a call go to voicemail 

What is taking the clients call? 

200

When clients are upset, start with this type of mindset to avoid tainting the care you provide.

What is an open mind and assume the best?

200

This can determine a client's level of satisfaction when gathering feedback. 


What is a client's last series of interactions? 

200

You should do this in your approach with clients at all times whether or not it is deserved. 

What is be gracious in your approach and handle with genuine care? 

300

Make decisions with this in mind. 

What is "client experience"?

300

When you say "what we CAN'T do" something to a client, you should also explain this to the client. 

What is the WHY behind why we are unable to do something. 

300

You should not do this until you've verified someone else's availability  

What is commit to a specific time another person or department will do something? 

300

We should commit to this for getting regular feedback from our clients. 

What is commit to the continual ask?

300

"Not my job" doesn't exist because this is our goal with clients.  

What is first person resolution?

400

Looking for the Yes and talking about what we CAN do helps create this.  

What is "a more positive experience for employees and clients?"

400

This is an example of how we be authentic and meet clients where they are and not where we want them to be. 

What is patiently educating and personally guiding our clients through our processes?

400

This acronym is the gold standard for recovery conversations, and the acronym stands for.  

What is H.E.A.R.T (Hear, Empathize, Apologize, Resolve, Thank)?

400

Clients should be encouraged to complete this to give structured input on our people, processes and products.  

What are formal surveys? 

400

This word means managing the perception that we are taking personal care of our clients.  

What is intentional?

500

Sharing this in team meetings, this helps reinforce positive behaviors

What is sharing positive feedback?


500

This mindset means learning about other departments to set them up for success. 

What is One Insperity mindset?

500

Even when it's not our fault, we should do this to help solve the issue. 

What is advocating for the client?

500

Feeback should always be given to the appropriate person or team, and you shouldn't do this.

What is let it sit?

500

When communicating something we can't do, always follow it with this.  

What is "what CAN we do "

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