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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

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

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No Matter How You Say It, Say Thanks! – 11/20/18

Posted on November 20, 2018 in Customer Service Tip of the Week Please leave a comment


Gracias. Grazie. Gratias tibi. Obrigado. Tack. Merci. Danke. Thank You.

No matter how you say it, say it. Say Thank You. You can say Thank You in many different languages (shout out to Google Translate for what’s written above!). You can say it with your eyes, your gestures, your smile, and with a nod of the head.

You can say it in a written note or an email or a text. You can convey it face-to-face or on the phone. You can “like” a social media posting or send a little gift card of appreciation. You can say it in front of a group of co-workers or quietly convey it to the employee in the next cube.

You can do it at the start of the conversation or at the end of the conversation. You can do it each step of the way without having to wait until that process is done.

You can say it in a meeting or in front of someone’s boss.

One-on-one you can use the words thanks, appreciate, and value. In front of others you can use the words credit, acknowledge, recognize, salute, pay tribute, and even hail!

In America, it’s Thanksgiving week. So, let’s use that holiday as a good reason to be especially appreciative of co-workers and customers alike.

No matter how you say it, say it. Say Thanks!

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Why to Become an Empathy Expert – 11/13/18

Posted on November 13, 2018 in Customer Service Tip of the Week Please leave a comment


People who are great at customer service, understand that one of their most important attributes, one that is a must, is the ability to empathize with others. People want to be understood. They want to be heard. And before you can meet their need or address their feelings or resolve their issue, in customer service it’s not enough to understand what that issue involves. Customers also need to FEEL LIKE YOU UNDERSTAND that need, their feelings, and their perspective.

Empathy helps in emotional situations and service recovery situations because if people are upset and you show some understanding, they’ll feel you’re listening.

If they’re complaining and – instead of you arguing – you agree with some of what they say, they realize that they may not be in for a heated discussion. Therefore, the other person’s emotional level should drop because they feel like they’re dealing with an understanding person who’s not going to argue every point. Arguing with the client usually just keeps emotional levels high.

Empathy helps to bring down emotion, which is obviously better for the client. However, it’s also better for you since you can deal more with the issue and solution without as much emotion involved; this also helps to shorten conversations.

If you want to improve your skills and approach to serving others, then work on how you come across to others. Be more conscious of how your words and gestures and tone of voice make the other person feel. Know how your action elicits a certain reaction from them. Make your life and theirs better by better conveying how much you understand and how much you care.

Become an empathy expert.

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Love is never having to say you’re sorry – 11/6/18

Posted on November 6, 2018 in Customer Service Tip of the Week Please leave a comment

Love Story – great movie. Alli McGraw. Ryan O’Neal. And a surprisingly poor rating on Rotten Tomatoes – but I digress. The most famous line from the movie is “Love is never having to say you’re sorry…”

Unfortunately, great customer service isn’t about love, per se. Many customers want to hear “I’m sorry” before they can settle down, move on, and forgive/forget.

So how do you say I’m sorry?

The Terrible Transfer – Let’s say that you answer the phone, and the customer immediately tells you they’ve already been transferred 4 times. Consider saying “Oh, I’m sorry to hear that. That’s not how we like to do things around here.” Then do the following; either: (A) Make sure you personally take care of the need, (B) Make a “warm” transfer once you identify the employee who can help and that they’re available, or (C) Offer to take their contact information and call them back with the answer.

The Technology Troubles – Let’s say that a customer is trying to understand how to use some technology platform your company provides or navigate your website, and they’re having issues. Consider saying: “I apologize for the difficulties in getting the system working.” You could then offer to walk them through the process on the phone, staying on the line until it works; you could offer to visit them to educate them on the process; you could also provide documentation on the key steps to getting their need addressed.

The Protracted Process – Maybe it’s a situation where a process is taking way too long (whether they want to get an application approved, get a meeting scheduled, get a return or request addressed). You could state: “Sorry that the process it taking longer than anticipated. I’ll personally make sure we get this addressed quickly.” After you’ve received details on the situation, take 2 approaches. First, immediately work on the issue and/or bring in someone to get the need addressed. Second, communicate actions to the customer while the process is in place (to manage expectations and keep them in-the-loop) and when the process is completed (to ensure they know the process was done and to confirm satisfaction).

Unfortunately, great customer service DOES MEAN that sometimes you have to say you’re sorry.

Handle apologies with aplomb.

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