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Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

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

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Everybody Doesn’t – 2/25/25

Posted on February 25, 2025 in Customer Service Tip of the Week Please leave a comment

Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he was using in working with his customers, his customer service skills were excellent.

Joey appreciated the positive feedback, but he was struggling to figure out what he did that was so special.  He’s not the most outgoing person in the world, not the most gregarious or chatty or social individual.  So, he asked for some specifics from Paula.

She talked about how he’s always patient with the callers on the phone.  He always responds to the emails.  If there was a next step, he always follows up with the customer later on to make sure they were satisfied.  He always touches base with a co-worker when he handed something off just to make sure the co-worker understood things and was able to follow through.  Joey always completed his projects on time, and when he anticipated a delay, he gave his team members a heads up well in advance.

Joey thanked Paula, but then he asked: I’m not sure what is so special about that. Doesn’t everybody do those things?

Paula paused, and then she responded:  Unfortunately, no.  At least not with your consistency.  You are always being patient, always responsive, always following up, always communicating with your co-workers, always managing expectations.  So, no, everybody doesn’t do those things.  At least they don’t do them all the time.

In 2025, “Delighting” the customers or “Delivering a WOW Experience” is great, but you can be special by executing those core customer service actions consistently…by doing them ALL the time.

Become better by becoming even more consistent.

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A Simple Phrase to Transform Your Customer Feedback Approach – 2/18/25

Posted on February 18, 2025 in Customer Service Tip of the Week Please leave a comment

I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said:

If you enjoyed your meal, tell a friend.  If not, please tell us.

That was an excellent statement that embodies a guiding principle that a lot of organizations should focus on for customer feedback.

You want the word-of-mouth advertising, so are you asking for it from your customers?  Retention may be the most cost-effective marketing available, but a referral from an existing customer (i.e., asking them to tell a friend) is the second most cost-effective.  It costs you nothing but the great experience that you’re hopefully already delivering…and maybe a simple request from you to the customer.

Ask the customer to tell you if they have an issue.  Many customers leave businesses after a bad experience and never come back. The company may or may not know that that customer had an issue because frankly, the company doesn’t ask for feedback.  And most customers don’t offer unsolicited feedback, so most negative experiences are unknown to the company.  Sure, there is social media now, and people vent there, but it’s still a small percentage of the total customer base.

If you want to learn, you want to hear it from your customers directly.  Therefore, you have to ask for the feedback.  Never assume leaving customers are happy customers.  Never assume somebody who doesn’t complain is thrilled.  Never assume that if somebody has an issue, that they’ll tell you directly.

Ask the customer to share their great experiences with others, and ask them to share their concerns with you.

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What Phones and Football Have in Common – 2/11/25

Posted on February 11, 2025 in Customer Service Tip of the Week Please leave a comment

Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest halftime in football all year long.  Oh!  And I almost forgot – you also made it through the actual 3.5 hour game.

I won’t belabor the topic of the Super Bowl beyond what happened 2 days ago.  But I do want to talk football one more time, and note how it relates to customer service.

In football, when a quarterback (QB) gives the ball to a runner, they call it a handoff.  And it’s the QB’s responsibility to make sure that the ball is in the running back’s stomach, between his arms.  The running back is about to be hit by several 250-300 pound men running at 15-20 miles per hour, so he’s got to figure out how to avoid them.

You get the picture.  Therefore, if it’s a bad handoff, it’s the quarterback’s fault.f

The same is true in customer service; it’s primarily the responsibility of an employee talking to a caller to ensure a solid handoff to a co-worker.  The first employee has the information and is engaged with the customer.  Now, it’s that first employee’s responsibility to put their co-worker in a position to succeed.

After the handoff, it’s pretty much up to the co-worker to carry the experience forward, but here are some things that the first team member can do to get the process started effectively.  He can:

Avoid the use of the word “transfer.”  This has a negative connotation in society today.  Instead, say: “I am going to connect you with…”

Explain why he’s “transferring” the call.  The caller should realize that the transfer’s being done – not because the QB doesn’t care about them – but because the employee is trying to get the caller to the person who can best help them.

Give the caller the co-worker’s name and number.  This personalizes the conversation about to occur.

Stay on the line and introduce the caller to the co-worker, possibly telling his team member that a call is coming, from whom, and why.  Prepare and educate the co-worker for success.

Ask the caller if there’s anything else they need help with prior to the transfer.  This conveys patience and ensures all the customer’s needs are met.

When making a handoff, make sure the ball carrier is set up for success.

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