9 Underhanded Ways to Boost Your Survey Scores

Updated: January 15, 2024

I'll never forget shoplifting class.

It was a workshop for associates at the retail chain I worked for in high school. The idea was to help us prevent shoplifting by showing us how shoplifters operated.

The class was amazing.

We learned advanced techniques used by professionals, such as how to defeat alarm sensors, conceal piles of merchandise, or confuse clueless sales people.

Quite a few thefts were prevented as a result of the class.

I write this blog post in the spirit of that training. Many customer service professionals are willing to stoop to underhanded means to artificially boost survey scores.

This post will help you catch them.

Technique #1: Manipulate Your Sample

You can't survey everyone, so companies survey a small portion of their customers, called the sample.

Ideally, your sample represents the thoughts and opinions of all your customers. However, you can make a few tweaks to increase the likelihood that only happy customers are surveyed.

For example, you could survey customers who complete a transaction using self-service. You'll likely get high scores since self-service transactions are typically simple and you are only surveying people who succeeded. Customers who get frustrated and switch to another channel for live help won't be counted in this survey.

There are other ways to get higher scores by being selective about your sample.

  • Limit your survey to channels with simpler transactions, like chat.

  • Limit your survey to people who have contacted you just once.

  • Limit your survey to people who contact you for certain types of transactions.

 

Technique #2: Manually Select Respondents

Some employees can manually select survey respondents. This enables them to target happy customers while leaving out the grumpy ones.

The survey invitation at the bottom of a register receipt is an excellent example.

If a customer is obviously happy, the employee can circle the invitation, write down his or her name, and politely ask the customer to complete the survey.

What if the customer is grumpy? It's pretty easy to tear off the receipt above the survey invitation so the customer never sees it.

Look for any situation where employees have some manual control over who gets a survey. There's the potential for an employee to by choosy about who gets surveyed and who doesn't.

 

Technique #3: Survey Begging

This occurs when an employee asks a customer to give a positive score on a survey by explaining how it will directly benefit the customer, the employee, or both.

I've written about this scourge before, but it's worth mentioning again here. Employees beg, plead, and even offer incentives to customers in exchange for a good score.

In one example, a retail store manager offered a 20 percent discount in exchange for a perfect 10 on a customer service survey.

Technique #4: Prime Customers

Survey invitations can nudge customers to give a certain score. An invitation might use language like, “Tell us about our great service,” to get customers thinking more positively.

Other examples are more overt, like this vacation rental company:

The cashier at a sporting good store primed customers by stamping register receipts with the requested survey response:

Image credit: Jeff Toister

Image credit: Jeff Toister

Technique #5: Fake Surveys

Anonymous survey systems are easy to game. These include pen and paper surveys or electronic surveys that aren't tied to a specific transaction or customer record.

Unscrupulous employees have been known to enter fake surveys, complete with top ratings and glowing comments. They enlist their friends and family members to do the same.

 

Technique #6: Write Positive Survey Questions

Survey questions can easily be slanted to elicit more positive responses. Consider these two examples.

This question is positively worded. Notice that the threshold for giving a top rating of "Strongly Agree" is pretty low; the customer merely has to be satisfied with the service they received.

This question is neutral. It's more likely to get a lower overall rating even though the feedback may be more accurate.

 

Technique #7: Use an Even Scale

There's a long-running argument over whether customer surveys should have a odd or even point scale.

An odd-numbered scale, such as 1 - 5, provides customers with the option to provide a neutral rating.

An even numbered scale, such as 1 - 4, forces customers to choose a positive or negative overall rating. 

More often than not, you'll tip customers into a positive rating by eliminating the mid-point.

 

Technique #8: Change Your Scoring Process

The exact meaning of a "customer satisfaction rate" is up for interpretation. You can interpret this loosely to increase your score.

Let's say you survey 100 customers using a scale of 1 - 5 with the following scale points and responses:

  • 1 = Highly Dissatisfied (2 responses)

  • 2 = Dissatisfied (6 responses)

  • 3 = Neutral (7 responses)

  • 4 = Satisfied (45 responses)

  • 5 = Highly Satisfied (40 responses)

You could report the score as a weighted average and call it 4.15 or 83 percent. Or, you could simply add the satisfied (45) and highly satisfied (40) customers and give yourself an 85 percent rating.

Even better, combine this technique with an even-numbered scale. Those same 100 customers might respond this way:

  • 1 = Highly Dissatisfied (2 responses)

  • 2 = Dissatisfied (8 responses)

  • 3 = Satisfied (50 responses)

  • 4 = Highly Satisfied (40 responses)

Suddenly, you can boast of a 90 percent customer satisfaction rating from the same group! This little bit of trickery just boosted the score by 7 percentage points.

 

Technique #9: Adopt a Generous Error Procedure

Some people advocate rejecting surveys with an obvious error.

For example, let's say a customer rates your service as a 1, the lowest score possible, and then writes:

"Hands-down the best service ever. If I could give a higher score I would. I absolutely love their service!!"

You can reasonably conclude this customer meant to give a 5, not a 1. Using that logic, the survey could be removed. Some unscrupulous people might correct the score to a 5 (the highest score possible).

This technique manipulates your scores directly, so unethical service leaders might adopt a generous error procedure. 

For example, a neutral score of a 3 combined with a mildly positive comment might be kicked out as an error or even adjusted to a 4 based on the comment. These adjustments can really add up and significantly impact an overall average!

 

Conclusion

I want to be clear that I don't advocate the use of any of these techniques.

The real purpose of a customer service survey is to gain actionable insight from your customers that allows you to improve service. You can't do that if you use these methods to artificially inflate your scores.

You can learn more about sound methods for implementing a customer service survey via this training video.

You'll need a LinkedIn Learning account to watch the entire course, but you can get a 30-day trial.

How to Train 35,000 People Before Lunch

Training large numbers of employees is a big challenge.

Organizations have several factors working against them. There's geography, where employees are spread out over multiple locations. You need to keep people running the operation while employees are getting trained. And, the sheer number of participants involved can be daunting.

Some people thought e-learning could solve this problem. There's just one issue - it's boring. A lot of e-learning is nothing more than an amateurish voice over PowerPoint.

The future is in video. Short, engaging, and beautifully produced video. 

More than 35,000 customer service professionals have now taken my Customer Service Fundamentals video-based course on lynda.com. It's rapidly approaching 1,000,000 individual views. That many people have got to be on to something.

One promising feature is employees can complete the training much faster than a traditional class. The entire program takes less than two hours, far less than the eight hours the live version requires. There's no set-up, scheduling, or logistics to handle either. It's ready to go right now - your employees could easily start the training in the morning and finish before lunch.

Here's why this and other courses like it are the wave of the future.

The Power of Video

Video offers a number of distinct advantages over other forms of training.

It's engaging. People enjoy watching video. According to eMarketer, adults in the U.S. spend 5.5 hours per day watching video.

You want training to be engaging enough so employees enjoy the process. Here are just a few comments from people who have watched the Customer Service Fundamentals training video:

"This course has really been an eye opening in all aspects of customer service.. I enjoyed every bit of it."

"He did a great job keeping the material interesting."

"The author's positive attitude is contagious."

And, it's always good when a participant feels the training made a difference:

"I am about to start my first working day as a customer service representative and thanks to this course I feel myself more confident and equipped with essential knowledge on making my customers feel satisfied."

It's easy to access. Employees can watch the videos from their computer, their tablet, or even their smart phone. 

Lynda.com now offers a download feature where you can watch the videos offline. I'll often load a few courses on my iPad when I know I'm going to be spending a lot of time in an airplane. There's no reason for the learning to stop at 35,000 feet!

It's inexpensive. Here's a cost comparison between live training and using video. Video can cut your costs in three ways:

  • Delivery is less expensive per person.

  • Development is less expensive (if you buy pre-packaged courses).

  • You spend 50 - 75 percent less on employee wages since video-based training goes faster than a live course.

Lynda.com has also introduced an impressive array of features to improve how companies can manage video-based training.

  • Quizzes to test participants' knowledge.

  • Certificates of completion (they can be added to your LinkedIn profile!).

  • Management features like customer playlists and LMS integration.

 

Don't Forget the Special Sauce

There's one danger of using video. It's a problem called Popcorn Learning where participants just consume the training and then do nothing. (This problem exists for classroom-based and e-learning programs too.) 

You can avoid this problem by adding this secret sauce to the mix:

You can access a wide range of customer service training courses on lynda.com or explore many of their other topics such as content marketing or becoming a manager.

You'll need a lynda.com subscription to view full courses, but you can check everything out with a ten day trial.

Introducing a New Course on Innovative Customer Service Techniques

People often ask me what's new in customer service.

They're looking for advanced techniques, cutting-edge research, and frankly, short-cuts. Everyone wants to find a faster, smarter, better way to serve their customers.

If you subscribe to this blog, you know I publish a lot of that research here.

Now, I'm excited to announce that I've just created a new training video on LinkedIn Learning called Innovative Customer Service Techniques.

This post will give you an overview of the course, a preview of the content, and I'll let you know how to watch the training video for free.

Jeff Toister on the set at lynda.com

Jeff Toister on the set at lynda.com

Overview

Companies often want their employees to think outside the box when it comes to great customer service. Managers and frontline employees, in turn, often want to learn new techniques to boost customer service ratings. 

The Innovative Customer Service Techniques course delivers new and cutting-edge research that can be used to take customer service to new levels.

Topics include:

  • Influencing customer perceptions

  • Enhancing service senses

  • Building teamwork

 

Sneak Preview

This course was a lot of fun to create because it allowed me to share some of my favorite customer service lessons. I've included links to blog posts that detail the research behind a few examples:

Here's a short video from the course. It provides some tips for improving your powers of observation:

Watch It For Free

You generally need a LinkedIn Learning subscription to view these training videos. However, you can get a free 30-day trial account.

Your trial account will allow you to watch all of my training videos. You'll also be able to check-out LinkedIn Learning’s entire library of courses. They offer a wide range of topics including business skills, computer skills, and creative skills like photography.

How Training Reinforces Old Skills and Discourages New Ones

“The training was life changing.”

That’s how Matt felt about the week-long leadership course he had just attended. It was the most inspirational training he had ever experienced.

Now, Matt’s head was full of new ideas. He was excited to use what he learned to help his team achieve unprecedented levels of service.

Fast forward a few months and Matt's excitement had waned.

I asked Matt what he had implemented from the leadership course. My question was met with a prolonged silence.

Finally, Matt said, “If I have to be honest with you, I haven’t used anything.”

Matt’s story isn’t unusual. In fact, it’s typical. Companies spend thousands of dollars to send employees to training and nothing happens.

They hope for better customer service, better leadership, and better results. All they really get is a big training bill. Even worse, the training might actually reinforce old habits rather than build new ones.

Let’s explore why this happens and what you can do to change it.

The Vortex

Matt was buried in work when he returned to the office after the week-long training. He faced a mountain of phone calls, emails, status meetings, updates, and project work. 

This is hardly unusual. Most of us face increased workloads after attending training. Like most of us, Matt worked hard to grind through it.

This whirlwind of post-training activity is called the Vortex. It heightens fatigue and stress levels and sucks up all of your attention. 

We revert to our old habits when fatigue and stress levels rise. This delays the application of anything you learned in training. Unfortunately, this delay happens at the most critical time for learning.

The Vortex consumes the time we know we should spend applying what we've just learned. We push aside the new lessons for a later date when we're more caught up. That date rarely arrives.

 

Learning & Forgetting

A 2006 experiment by Henry Roediger and Jeffrey Karpicke revealed how we easily forget what we learn.

Students at Washington University in St. Louis were asked to memorize poetry passages. Some students were then asked to study the passages for additional periods while other students were immediately tested on their recollection of the passage.

All students were tested again five minutes later to see how much of the poetry they could recall.

The students who spent more time studying fared a little better, recalling an average of 81 percent of the poetry vs. 75 percent for the students who had studied once and then were tested.

An interesting thing happened a week later when the researchers tested the students again.

The students who studied once and then were tested retained 14 percent more than the students were spent more time studying!

This experiment shows us two things about learning and forgetting.

First, testing is critical to long-term memory. Testing can come in many forms. It might be a knowledge quiz, but it could also be opportunities to apply new knowledge to a real problem.

Second, we forget information quickly. The students had all forgotten roughly half of the poetry passage after just one week. Now, imagine how much content from a week-long or even a day-long course would be forgotten after just one week!

Unfortunately, the post-training Vortex ensures any on-the-job application will be delayed and much of what we learned will be forgotten.

 

Improving Training

The ideal learning environment involves intense practice, smaller chunks of learning, or both.

Training should also focus on helping learners solve current problems. In this way, the new learning isn't a distraction from the post-training Vortex; it's a solution.

There are many ways to achieve this, but you have to think beyond the traditional event-based training module where participants attend a class or take an e-learning and that’s it.

Here are a few examples:

A flipped learning approach trains content by video or e-learning and gives participants practical opportunities to apply what they learned.

I’ve had success training contact center agents via a series of one-hour webinars. Each session focuses on one specific skill. The sessions are scheduled two weeks apart to give participants time to apply what they learned in between.

An action learning approach can also be highly effective. Here, participants work on a real-world problem. They’re given access to self-paced learning and real-time coaching as they need it. 

The key to all of these approaches is less study time and more immediate application.

Changing the traditional event-based learning model takes guts, but it can be highly effective. Your participants will retain more, apply more, and achieve more.

For more information on how learning can be improved, check out this short video on LinkedIn Learning.

Behind the Scenes: Filming Training Videos at Lynda.com

Last week, I traveled to Carpinteria, California to film my latest customer service training videos with lynda.com.

Many friends and colleagues have asked me what it’s like to create a course with lynda.com. My friend, Trish, suggested I blog about it, so here goes.

Before diving in, here are a few things to know about lynda.com:

  • It’s a subscription-based library of video-based training courses
  • Subject areas include business, software, technology, and creative skills
  • You can access lynda.com training on your computer, tablet, or smart phone

Their huge collection of training videos are also ideal for accelerating training with a flipped learning approach.

I'm looking pretty serious as I try to hold still while a few last-minute adjustments are made.

I'm looking pretty serious as I try to hold still while a few last-minute adjustments are made.

Development

The first step is developing the course concept. A lynda.com content manager guides me through this process. 

This is where a course description is created, learning topics are identified, and a rough outline is developed. 

 

Script Writing

The next step involves writing scripts for the course. 

The project is handed off to a producer for this phase. The producers I work with have a lot of experience with creating training videos, so they can offer some great guidance. 

Each course is typically broken down into a series of modules that are three to five minutes long. I write a script for each module while linking them together in a logical narrative.

This presents an interesting challenge because each script has to stand on its own while still being a part of the larger course. It’s similar to a television series, where some viewers may never miss an episode while other viewers may only watch a few.

 

Filming

All of my courses have been filmed at lynda.com’s studios in Carpinteria, California. Most of the filming is done in a green screen studio. My scripts are displayed on a teleprompter and I deliver them into the camera.

A small crew is on hand to make it all happen. Here’s a picture from my latest shoot.

From left to right are Zach Bobbit (Production Support), me, Tony Cruz (Live Action Director), and Carlos Alfaro (Associate Content Producer)

From left to right are Zach Bobbit (Production Support), me, Tony Cruz (Live Action Director), and Carlos Alfaro (Associate Content Producer)

Some of my courses feature scenes with actors. 

Here’s a short video from my course on conducting a Training Needs Analysis. The video starts with me in studio explaining the importance of involving key stakeholders at the start of a project. Later in the video, you see me and an actress act out a scene where I meet with an executive to discuss a training project.

Post Production

A lot still needs to happen once a course is done filming.

Graphics are created to highlight key concepts. Editors put everything together to assemble the finished modules. Beta testers review the course to spot any errors and make sure the key learning concepts are communicated clearly.

The course is in the hands of lynda.com’s experts at this stage, and they do a tremendous job of making the finished product look great!

 

Release

The course is finally ready for release. You can see previews of a few of my courses below:

You’ll need a lynda.com subscription to view a course in its entirety, but you can get a free 10-day trial that let’s you check them out.

10-day free trial

You can also check out this short video that gives you a look at lynda.com’s course creation process from their perspective.

New Training Needs Analysis Course Launched on lynda.com

A needs analysis is the first step when developing a new training program.

It can help you identify what training participants really need and connect that training to business objectives. In many cases, a good needs analysis allows you to create training that's faster, cheaper, and more effective.

My new course on lynda.com will take you step-by-step through the needs analysis process. It’s intended for instructional designers, but anyone who creates training programs can benefit. 

Topics include:

  • Setting project objectives
  • Identifying the target audience for training
  • Selecting data sources
  • Facilitating focus groups and interviews
  • Designing effective surveys
  • Identifying participant needs
  • Defining learning outcomes
  • Presenting results to project sponsors

The course is part of lynda.com’s online library of video-based training programs. Using video allowed me to create some interesting visual examples.

In the sample video below, you’ll see me meeting with a Vice President who requested an interviewing skills training program. Initial meetings like this can help trainers discover a lot of really useful information. (Click here if you don’t see the video.)

You’ll need a lynda.com subscription to view the entire course. The good news is your subscription gives you unlimited access to all of their courses. 

Even better news? You can use this link to get a free 10-day trial.