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How to Help Your
Social Media
Customer Service
Meet the Author!
Mitchell Causey
@MitchellCausey
Mitch Causey is the Director
of Marketing at Lesson.ly, the
easy learning software.
Lesson.ly helps companies
like Lyft, Angie’s List, and
ModCloth improve their
employee learning programs
by allowing them to build,
share, and track their
materials all in one place.
Customer service and social media
marketing both require a lot of
thought to be done well. 
By following a process that fits your specific
needs, you can save some brain power.
I’ve come up with a 3-step social media
customer service process that works for
both you and the customer. Check it!
Mindset of
“Us” Not “Me”
Step 0:
If you’ve been in the
business world for any
time, you know one of
the most consistent
and potent battles is
that of the mind. 
Mindset of
“Us” Not “Me”
Step 0:
Mindset of
“Us” Not “Me”
Step 0: One of the best ways
to win the mindset
battle is to align your
goals with your
customer’s goals.
Mindset of
“Us” Not “Me”
Step 0: Try saying “us not me” to
yourself before reaching out
to customers to be better
prepared for the emotional
rollercoaster that may
happen during your day of
delighting customers.
Sell or Renew
Step 1:
Sell or Renew
Step 1:Understanding the
relationship a customer
or prospect has with your
company is an important
first step for framing your
conversation.
Sell or Renew
Step 1:Knowing this relationship
will allow you to
understand if he/she is a
current customer or a
prospect, as well as a
general tone over time.
Sell or Renew
Step 1:Once you are able to
figure out if the person is
a prospect or a current
customer, you can
establish your end goal
for that communication:
sell or renew.
Triage for Priority
Step 2:
Triage for Priority
Step 2: For companies with a high
volume of interaction on
social media, it’s crucial to
prioritize your time
appropriately. 
Triage for Priority
Step 2:
The best way I’ve found to
prioritize communication
is what I like to call the 
Triage of Happiness:
Unhappy
Happy
Neutral
Happiness
Triage for Priority
Step 2:
In general, I treat the
unhappy communication
as the highest priority
because of the old adage
that people tell about a
bad experience more
than a good one.
Unhappy
Triage for Priority
Step 2:
The second priority are the
happy messages. I suggest
this over neutral for the
second spot because you’ve
got momentum. 
Happy
Triage for Priority
Step 2:
The third priority are the
natural messages. These
should be addressed after
the others because the
sender is not on either
side of the fence.

Neutral
Respond
Accordingly
Step 3:
Respond
Accordingly
Step 3:Finally, once you have the
right mindset, have
established whether the
contact is a customer or a
prospect, and have triaged
the messages for priority,
it’s time to communicate.
And now I have collected some practical examples of
how to respond accordingly based upon where a
customer is in the Triage of Priority.
Unhappy Customers
Unhappy Customers
For those unfortunate circumstances where a
customer or prospect is upset with your company,
your goal should be to shift the communication
from Unhappy to Neutral by taking it offline.
An example of what to do
“Dove Stains Clothes”
Unhappy Customers
Unhappy Customers
An example of what to do
In this situation, the customer’s clothes have been
marked by a Dove product in spite of the company’s
messaging explicitly promoting otherwise.
The Dove communications agent did what we
should all do in the situation – take it offline.
Unhappy Customers
An example of what to do
Is there a public email address you can send to
customers instead of the follow/DM process?
Put to Action
Unhappy Customers
An example of what to do
What I especially like about the way Dove handled
it was that they don’t require the user to follow
them for a Direct Message, instead they provide
the appropriate email address to send a note to.
Is there a public email address you can send to
customers instead of the follow/DM process?
An example of what NOT to do
Unhappy Customers
“Comcast Doesn’t Follow Up”
Unhappy Customers
An example of what NOT to do
The rep did just what he was supposed to by
asking for the follow/DM and even got to the
point where it was taken offline.
Then, however, he apparently stopped
communicating and it returned back to
Twitter for all the world to see.
Unhappy Customers
An example of what NOT to do
How can you make sure each open case gets closed
quickly with follow up in your business?
Put to Action
Happy Customers
Happy Customers
For the interactions where people are going
bonkers for your company (in a good way), your
goal should be to leverage that happiness to
promote more happiness from more people. Share
it, respond how they would want you to, promote
it, repurpose it, and have fun with it.
An example of what to do
Happy Customers
“Husqvarna is Human”
Happy Customers
An example of what to do
This is an incredibly simple, but incredibly
impactful example by one of my favorite brands
(Husq chainsaws or bust).
The customer was clearly happy with the new
mower he purchased from Husqvarna and
made the public aware. A friend connection
chimed in to share the same sentiment
Happy Customers
An example of what to do
Then Husqvarna responded to the friend, not by
saying “we are glad you are satisfied” or “thank
you for your purchase, please buy this other
product,” but said “thanks dude” just as any
normal human being would do.
It shows us that there is a human behind the
brand, not just a corporate board of directors
setting policy.
Happy Customers
An example of what to do
How can you show your customers that you are a
real human communicating with them?
Put to Action
An example of what NOT to do
Happy Customers
“Muscle Milk is Missing”
Happy Customers
An example of what NOT to do
Listening is crucial in social media, everyone
knows that. Beyond listening though is
understanding who is talking.
In this example a Bleacher Report Analyst with
over ninety thousand followers tweeted a positive
message about Muscle Milk. This was a perfect
opportunity to leverage a fairly influential fan for
free, but Muscle Milk failed to comment.
Happy Customers
An example of what NOT to do
How can you better tell which customers you
should respond to if you can’t respond to them all?
Put to Action
Neutral Customers
Neutral Customers
In the case where communication is neither
positive nor negative, but somewhere in between,
your goal should be to shift it from Neutral to
Happy by replying with a positive, helpful response
that also spreads your brand-specific messaging.
Neutral Customers
An example of what to do
“Dollar Shave Club Shares Reviews”
Happy Customers
An example of what NOT to do
Dollar Shave Club does a lot of things right,
including sharing their reviews page when the
context clearly calls for it.
The potential buyer was asking the community for
reviews, so DSC went ahead and joined the
conversation by sharing their reviews page, taking
it from a wild west of communication to a more
moderated place.
Neutral Customers
An example of what to do
In addition, they continued following up within
the same thread on Twitter, showing that they
want to add spice to people’s lives, not just make a
quick sale.
Neutral Customers
An example of what to do
Can you leverage current reviews if someone pings
their network for some opinions?
Put to Action
Neutral Customers
An example of what NOT to do
“Hilton Doesn’t Respond”
Happy Customers
An example of what NOT to do
Hilton didn’t do anything wrong here, but that’s
the point – they didn’t do anything.
If there are conversations going on around a
significant individual like that, it’s crucial to be a
part of them and leverage them for your brand’s
positive image.
Sadly, I don’t think they even tweeted anything
from their own account.
Neutral Customers
An example of what NOT to do
How can you be more aware of key events that
could have mass appeal for your brand?
Put to Action
Want to develop your #custserv skills?
Download the FREE
Customer Service
Training Manual

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How to Help Your Social Media with Customer Service by Lessonly

  • 1. How to Help Your Social Media Customer Service
  • 2. Meet the Author! Mitchell Causey @MitchellCausey Mitch Causey is the Director of Marketing at Lesson.ly, the easy learning software. Lesson.ly helps companies like Lyft, Angie’s List, and ModCloth improve their employee learning programs by allowing them to build, share, and track their materials all in one place.
  • 3. Customer service and social media marketing both require a lot of thought to be done well. 
  • 4. By following a process that fits your specific needs, you can save some brain power.
  • 5. I’ve come up with a 3-step social media customer service process that works for both you and the customer. Check it!
  • 6. Mindset of “Us” Not “Me” Step 0:
  • 7. If you’ve been in the business world for any time, you know one of the most consistent and potent battles is that of the mind.  Mindset of “Us” Not “Me” Step 0:
  • 8. Mindset of “Us” Not “Me” Step 0: One of the best ways to win the mindset battle is to align your goals with your customer’s goals.
  • 9. Mindset of “Us” Not “Me” Step 0: Try saying “us not me” to yourself before reaching out to customers to be better prepared for the emotional rollercoaster that may happen during your day of delighting customers.
  • 11. Sell or Renew Step 1:Understanding the relationship a customer or prospect has with your company is an important first step for framing your conversation.
  • 12. Sell or Renew Step 1:Knowing this relationship will allow you to understand if he/she is a current customer or a prospect, as well as a general tone over time.
  • 13. Sell or Renew Step 1:Once you are able to figure out if the person is a prospect or a current customer, you can establish your end goal for that communication: sell or renew.
  • 15. Triage for Priority Step 2: For companies with a high volume of interaction on social media, it’s crucial to prioritize your time appropriately. 
  • 16. Triage for Priority Step 2: The best way I’ve found to prioritize communication is what I like to call the  Triage of Happiness: Unhappy Happy Neutral Happiness
  • 17. Triage for Priority Step 2: In general, I treat the unhappy communication as the highest priority because of the old adage that people tell about a bad experience more than a good one. Unhappy
  • 18. Triage for Priority Step 2: The second priority are the happy messages. I suggest this over neutral for the second spot because you’ve got momentum.  Happy
  • 19. Triage for Priority Step 2: The third priority are the natural messages. These should be addressed after the others because the sender is not on either side of the fence. Neutral
  • 21. Respond Accordingly Step 3:Finally, once you have the right mindset, have established whether the contact is a customer or a prospect, and have triaged the messages for priority, it’s time to communicate.
  • 22. And now I have collected some practical examples of how to respond accordingly based upon where a customer is in the Triage of Priority.
  • 24. Unhappy Customers For those unfortunate circumstances where a customer or prospect is upset with your company, your goal should be to shift the communication from Unhappy to Neutral by taking it offline.
  • 25. An example of what to do “Dove Stains Clothes” Unhappy Customers
  • 26. Unhappy Customers An example of what to do In this situation, the customer’s clothes have been marked by a Dove product in spite of the company’s messaging explicitly promoting otherwise. The Dove communications agent did what we should all do in the situation – take it offline.
  • 27. Unhappy Customers An example of what to do Is there a public email address you can send to customers instead of the follow/DM process? Put to Action
  • 28. Unhappy Customers An example of what to do What I especially like about the way Dove handled it was that they don’t require the user to follow them for a Direct Message, instead they provide the appropriate email address to send a note to. Is there a public email address you can send to customers instead of the follow/DM process?
  • 29. An example of what NOT to do Unhappy Customers “Comcast Doesn’t Follow Up”
  • 30. Unhappy Customers An example of what NOT to do The rep did just what he was supposed to by asking for the follow/DM and even got to the point where it was taken offline. Then, however, he apparently stopped communicating and it returned back to Twitter for all the world to see.
  • 31. Unhappy Customers An example of what NOT to do How can you make sure each open case gets closed quickly with follow up in your business? Put to Action
  • 33. Happy Customers For the interactions where people are going bonkers for your company (in a good way), your goal should be to leverage that happiness to promote more happiness from more people. Share it, respond how they would want you to, promote it, repurpose it, and have fun with it.
  • 34. An example of what to do Happy Customers “Husqvarna is Human”
  • 35. Happy Customers An example of what to do This is an incredibly simple, but incredibly impactful example by one of my favorite brands (Husq chainsaws or bust). The customer was clearly happy with the new mower he purchased from Husqvarna and made the public aware. A friend connection chimed in to share the same sentiment
  • 36. Happy Customers An example of what to do Then Husqvarna responded to the friend, not by saying “we are glad you are satisfied” or “thank you for your purchase, please buy this other product,” but said “thanks dude” just as any normal human being would do. It shows us that there is a human behind the brand, not just a corporate board of directors setting policy.
  • 37. Happy Customers An example of what to do How can you show your customers that you are a real human communicating with them? Put to Action
  • 38. An example of what NOT to do Happy Customers “Muscle Milk is Missing”
  • 39. Happy Customers An example of what NOT to do Listening is crucial in social media, everyone knows that. Beyond listening though is understanding who is talking. In this example a Bleacher Report Analyst with over ninety thousand followers tweeted a positive message about Muscle Milk. This was a perfect opportunity to leverage a fairly influential fan for free, but Muscle Milk failed to comment.
  • 40. Happy Customers An example of what NOT to do How can you better tell which customers you should respond to if you can’t respond to them all? Put to Action
  • 42. Neutral Customers In the case where communication is neither positive nor negative, but somewhere in between, your goal should be to shift it from Neutral to Happy by replying with a positive, helpful response that also spreads your brand-specific messaging.
  • 43. Neutral Customers An example of what to do “Dollar Shave Club Shares Reviews”
  • 44. Happy Customers An example of what NOT to do Dollar Shave Club does a lot of things right, including sharing their reviews page when the context clearly calls for it. The potential buyer was asking the community for reviews, so DSC went ahead and joined the conversation by sharing their reviews page, taking it from a wild west of communication to a more moderated place.
  • 45. Neutral Customers An example of what to do In addition, they continued following up within the same thread on Twitter, showing that they want to add spice to people’s lives, not just make a quick sale.
  • 46. Neutral Customers An example of what to do Can you leverage current reviews if someone pings their network for some opinions? Put to Action
  • 47. Neutral Customers An example of what NOT to do “Hilton Doesn’t Respond”
  • 48. Happy Customers An example of what NOT to do Hilton didn’t do anything wrong here, but that’s the point – they didn’t do anything. If there are conversations going on around a significant individual like that, it’s crucial to be a part of them and leverage them for your brand’s positive image. Sadly, I don’t think they even tweeted anything from their own account.
  • 49. Neutral Customers An example of what NOT to do How can you be more aware of key events that could have mass appeal for your brand? Put to Action
  • 50. Want to develop your #custserv skills? Download the FREE Customer Service Training Manual