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When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

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Tire Dealers Becoming Teachers – 5/19/20

Posted on May 19, 2020 in Customer Service Tip of the Week Please leave a comment

I recently needed two new tires for a vehicle, and I first went to the tire dealer’s website to find some options.  The site’s look/feel and ordering process had changed, and I didn’t see a tire I wanted, so I called the store to make an appointment.

When I arrived at the tire store (a place I’d been to 15-20 times), it was very different due to COVID-19.  There was a tent outside with chairs about 8-10 feet apart.  There was a small sign with different directions based on whether you had a scheduled appointment or were a walk-up. The door you normally enter was locked.  The inside experience was different – there was no coffee or water while you waited.  People were asked to wait outside or sit in their car while the tires were changed.  You drive your car into the garage and drive it out of the garage regardless of whether you were in the car while the tires were being changed.  There’s no exchange of paperwork unless you requested a small printed receipt when paying.

Virtually everything changed, and to make it work, the customer had to do their part.  I asked the employee checking me in how it was going with the new setup, and he said it’s going OK, but “the customers are not reading the signs.”

Customer v. Company Roles

Whereas a customer has a role in their own service experience, particularly in an environment like this, the company has the role to teach that customer about the new experience and the customer’s responsibilities.  The company has a role to confirm the customer’s understanding.  The company has the role to ensure the comfort and confidence about what’s going to happen.  The company has a role to explain those next steps and timeframes and then, as always in customer service, deliver on the expectation they set.

When the customer has to learn a new way to do business with your company, realize you are in teaching mode.  Don’t make your customers become experts in your processes.  Make it easy for any customer to have a great experience, even under these new circumstances.

Bring simplicity into your service system, and teach customers how to have a great experience.

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Moving toward Normalcy: The Face-to-Face Keys – 5/12/20

Posted on May 12, 2020 in Customer Service Tip of the Week Please leave a comment

As we slowly go back to a face-to-face world, here are a few quick reminders for what positively differentiates employees who understand the importance of body language and expressions v. those who don’t.

Especially if you’re wearing a mask and serving customers, ensure your eyes are focused on the other person as opposed to the activities and technology that surround you both.  Spend one minute or two a day in front of a mirror to refresh on the kind of messages the forehead and the eyebrows convey when you’re looking at somebody. That might be all of your facial expression that the customer sees. Ensure that the smiles are visible in these other aspects of your expressions.

Maintain that 6-foot distance, but make sure you have a comfortable posture and the tension is not visible in your arms, your hands, or your shoulders.  Lean in to show you’re listening, but don’t move toward the customer.  Keep the comfort zone between the two of you.

Realize that it can be awkward and uncomfortable for the customer, just like at times it’s awkward and uncomfortable for you – having a mask on, keeping distance from the customer, having a plexiglass between you and the other individual.  But that awkwardness and the uncomfortable nature shouldn’t come across in your body language and expressions.  If anything, we need to be as proactive, gregarious, pleasant, and kind to the other person as we ever have been in order to create that rapport and establish that comfort level.

The facility itself is creating barriers to comfort, so the individual needs to go beyond what they would normally do to create that engaging encounter with the customer.

Since we’re not going to be back to normal anytime soon, be clear on those little extras we need to focus on and deliver to make sure customers are as comfortable as possible.

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5 Steps to Valuing Another’s Time – 5/5/20

Posted on May 5, 2020 in Customer Service Tip of the Week Please leave a comment

Is your time valuable?  Is the customer’s time valuable?  I would think we would answer “yes” to both questions, but what does that really mean?  It’s important, and it’s finite.

Time is precious because it doesn’t come in unlimited quantities.  We can’t go to Amazon and buy more time.  It’s important because it’s where we do our work, our play, our fun, our learning, our rest.  In customer service, if we want the customer to feel valued, we need to convey that we value their time.  But how?  Try these 5 Steps:

  • Be Prepared. Have enough organization so that you can promptly greet someone, you can find information quickly, you instantly know to which co-worker or division to refer the customer.
  • Be Efficient. Be pleasant, but limit pleasantries.  Don’t go off on tangents unrelated to the customer or their need for the sake of rapport.  Building rapport is based on a focus on the customer.
  • Be Great at Q&A. Often time is wasted because we don’t fully understand the situation or the customer.  Asking questions to expand your understanding is not a waste of time.  Jumping to a solution before you really know the issue – now that’s a waste of time.
  • Know Your Stuff. It’s hard to have an efficient conversation if we don’t know what to ask, we don’t know what resource addresses what need, what person is responsible for what procedure.
  • Tell Them. Thank them for their time.  Tell them that you want to be respectful of their time.  Sometimes the best way for a customer to feel like you value them is to tell them so.

If you want to value the customer’s time, know that time is important and it’s finite.  Build your approach around understanding what’s important to the customer and how to respond quickly, correctly the first time.

Value the customer’s time.

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