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Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

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Customer for Life – The Final Step – 4/16/19

Posted on April 16, 2019 in Customer Service Tip of the Week Please leave a comment


Two weeks ago, we addressed the Third Step of keeping a Customer for Life: Address what will keep them. Now, we’re sharing the Fourth and Final Step. To have a Customer for Life, you have to grow your relationship with them.

While the 3rd step is the toughest – since 10 different customers might have 10 different reasons to stay with your business or go – the Final Step is the one most customer service representatives are uncomfortable with, don’t enjoy, or – frankly – can’t stand doing. Why? Because it means we have to ** gulp ** sell.

No!! Not Sell!!

Yes…sell.

Personally, I never enjoyed selling, and I never felt that I was good at it. Part of the reason why I felt that way is because of how I defined “selling.” To me, selling was pushing a product on somebody that didn’t want it. It was starting a conversation that another person did not want to have or did not find useful. It was pressuring somebody into something just to extract money from them. I guess this was my definition because – in various situations in my personal life – this had happened to me. I was thinking of the worst of those personal situations and putting them in a box marked “SELLING.”

But to have a deeper relationship with someone, you need to grow the relationship. You need to seek out the needs that are under the surface and better understand the issues that impact them, and you have to offer support. You have to be willing to go a little further in your understanding of the other person and their issues, needs, and goals so that you can go a little further in helping them as a friend.

If you want a Customer for Life, you have to take that extra step as well. You have to be inquisitive enough to ask deeper questions about the real issues they face and the real goals they’d like to attain. And you’ve got to be willing to not only identify resources that you can offer them to address those issues and those goals, but you’ve got to take the next step and be willing enough to suggest those resources to them.

This is how I got over my aversion to selling. I view it as an opportunity to help somebody through something that my organization can provide. It’s not identifying a product that we have and figuring out who to push it to. It’s taking a deeper interest in what my client is dealing with or trying to achieve, and trying to help them achieve it. Sometimes that aid is in suggesting other resources or giving informal advice, and sometimes it is suggesting that they tap into some of our CSS resources.

To have a Customer for Life, realize you need to be willing to deepen the relationship by asking those more difficult questions and being willing to suggest solutions to the client.

To keep a customer for life, redefine “selling,” and then sell to serve your customers better.

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Use the Actions of Empathy – 4/9/19

Posted on April 9, 2019 in Customer Service Tip of the Week Please leave a comment


I firmly believe that the most important personal trait of someone in customer service is empathy. If empathy is understanding the other person, then it’s very difficult to truly serve someone that you don’t understand. Particularly when they’re upset or irate, being empathetic and getting them to feel your empathy can help to defuse the situation.

But to make the customer feel your empathy, you not only have to empathize, but you’ve also got to convey that to the customer. So, work on these key empathy actions to S.E.N.D. the right message:

  • Stop – Stop what you’re doing (e.g., paperwork, computer work, working on equipment, looking at cell phone, etc.). It makes them feel like you are their one priority at that time – that you want to understand.
  • Eyes – Make positive eye contact. It ensures that you’re not appearing distracted or upset. You appear focused on them.
  • Nod – Occasionally nod when they say something with which you agree. You’re showing you’re not a brick wall, like someone disagreeing “inside” even though you’re not verbally arguing. Instead, it shows you’re being understanding of their situation.
  • Document – Take a few notes as they talk. It conveys that what they have to say is important enough for you to get the facts/information right (FYI – Tell them why you’re writing so they don’t feel you’re doing other work.).

 

S.E.N.D. the right message. Convey empathy with your actions.

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Customer for Life – The Third Step – 4/2/19

Posted on April 2, 2019 in Customer Service Tip of the Week Please leave a comment


Two weeks ago, we addressed the Second Step of keeping a Customer for Life: Never let a relationship go stale – keep the communication going. Now, we’re sharing the Third Step. To have a customer for life, you have to address what will keep them. Sounds simple, but this is the hardest part. Let’s assume that you’ve addressed the first 2 steps (knowing the customer and keeping the relationship fresh – the communications ongoing). Now you’ve got to address their retention-drivers.

This is hard because you could have 10 different customers with 10 different reasons they’re with you, with 10 different reasons why they’d leave you. Mary may be with you for your responsiveness, and Mark is with you for convenience; Jennie is with you for a particular product feature, and Josh is with you because he receives great value. Renee wouldn’t leave as long as she’s treated consistently, and Rashaad wouldn’t leave as long as he’s treated like a king.

You see, to have a Customer for Life, this 3rd step requires that you know each customer uniquely and – more importantly – you consciously address each one as unique. You have to be highly responsive to Mary and make processes easy/convenient for Mark. You have to ensure Jennie never loses that feature, and you’d need to reinforce perceived value and add actual value for Josh. You’d have to be consistent with Renee and ensure your co-workers provide her the same level of service; with Rashaad, you’ve got to treat him like a king!

To create a customer for life, be conscious of the unique quality that keeps each customer. Then – in every encounter – strive to address that reason for staying.

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