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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

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

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6 Ways to Provide Something Extra – 4/14/20

Posted on April 14, 2020 in Customer Service Tip of the Week Please leave a comment

Winnie and Wayne ordered take-out last week, and when they brought their food home, they put the bag on the kitchen table and started unloading.  As they were pulling out the boxes, they noted two little handwritten notes. Each was a Thank You Note written by a different employee – one for each customer.

True story. Simple gesture. Special to the recipient, especially considering how exceptionally tough times are in the restaurant industry.

Sometimes when we are hurting, the best thing to do is to give a little extra to somebody else.  Sometimes when having customers knocking on your door every day is no longer a given, we need to do a little something extra.

Here are some “something extras” that we can consider doing for customers in the days where we’re currently living:

  1. Send that handwritten Thank You Note to a customer.
  2. Call or e-mail someone in an informal and personalized way just to check on them.
  3. If you find something that is helping you mentally, physically, spiritually, share that with others that you think may be open to that type of example.
  4. If you are waiting on something for the customer to do to complete a transaction or to get a process moving, either do it for them and let them know, or give them a quick call or text as a reminder to help them keep things moving.
  5. In e-mails and calls, don’t just share the facts, ask how they’re doing and convey that you hope they stay safe.
  6. In a “Stay-at-Home” world, find ways to virtually provide/receive information so they don’t have to make a trip.

I’m heartened by how much people are rallying around each other and, in many ways, being more collaborative and less conflict-oriented.  Many of these behaviors are simply reflective of a more caring culture.

Find some ways to give something extra.

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Hope is a Powerful Word – 4/7/20

Posted on April 7, 2020 in Customer Service Tip of the Week Please leave a comment

It was a typical daddy-daughter conversation. The two were just chatting about whatever a father and an 8-year old discuss, and the father decided to ask his daughter a question. What is your favorite word?

With no hesitation, the girl said “Hope.”

“What a great word!” the father replied.  He was happy with his daughter’s answer, and it was an encouraging sign.  Hope is an important word to her.

And the word Hope seems even more important, even more powerful when you look at some of the antonyms of Hope:  Despair, doubt, fear, distrust, discouragement.  Any word that is the opposite of those has to be pretty positive and pretty powerful!

Hope is not just an important word to an 8-year old, but it’s a powerful word for any of us if we understand what it means and we apply it to our daily lives.

As people who work in business, as people who serve others, we need to realize this word’s important to customers, as well.  There’s a level of uncertainty implied when using the word Hope, and I know in a lot of situations with customers, there’s no guarantee of what the next step will look like or what the result will be; there’s no certainty about whether some things will work or they will meet the timeline or happen in an exact way.

But it’s powerful to say to customers that We Hope this addresses your need. We Hope that this will resolve your issue. We Hope that you enjoy the experience. We Hope that the outcome will be what you need.

When we use Hope in this context, we are positioning ourselves on the customer’s side. We’re not just conveying what could happen, but we are conveying to the customer that we desire what they desire, that we want what is best for them.

The next time you explain a step or a process or what’s going to happen next to a customer, if you have any uncertainty about what will transpire or the impact it will have, convey some Hope.  Show that you not only know your stuff, but show that you want what’s best for them.

Let the customer know of your Hope for them.

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Reach Out to Customers the Right Way – 3/31/20

Posted on March 31, 2020 in Customer Service Tip of the Week Please leave a comment

Depending on what industry that you work in, business is either booming, or it’s greatly slowed down.  I’m not sure if there’s much of a middle ground these days – where industries are working as normal.

If you’re in one of the industries where business has slowed, there may be an opportunity for you, and a need to address.  When customers are not coming to us as often – to take out a loan for a financial institution, to order products, to buy tickets to a sporting event, to submit plans for new construction – those are times where we lose touch points with our customers. Those are times when we lose contact. Those are times where there are gaps in the communication which can lead to relationships going stale.

Therefore, these are times when we need to ramp up our proactive communications with customers.

Three Types of Proactive Touches – Pick the Right Ones

Too often, businesses view proactive touch points with customers only as opportunities to market and sell. However, you may recall that we recommend three different types of touch points with customers.  One obviously is a proactive communication where you’re marketing and selling, but the first touch point is one where you are seeking information from your customers, asking questions, conducting short surveys, or inquiring about the customer.  The second is actually a proactive push of information, but it is not sales and marketing-oriented. Instead, you are sharing information of value. You’re trying to help the customer.  You are offering educational information to help them personally or professionally.

So, two of the three proactive touches have nothing to do with marketing and sales, and these softer touches are the ones to ramp up at times like these.

When the number of times that your customer reaches out to you goes down, ramp up the number of proactive touches to your customers.  But with empathy, remember that these touches are focused on learning about them and how they’re doing; these touches are about providing information valuable to them – to help them.

Keep your proactive communications with your customers going.

Don’t let relationships go stale.

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