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Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

Highlight the Hidden Value - 7/1/25


Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive… “For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also Read more

Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

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Avoid Hearing Only Complaints – 2/7/17

Posted on February 7, 2017 in Customer Service Tip of the Week Please leave a comment


I was meeting with a client’s leadership team recently, and we had some interesting conversations about how to measure customer satisfaction. While most in the room wanted to measure with – well…measures – one of the executives preferred to rely on subjective information – was she receiving complaints? Was she hearing from “Raving Fans” of her departments?

The problem that many in the room had to the subjective approach was this – her department was an internal service department. In other words, her department served employees, not the consumer. How many employees are going to go out of their way to rave about Human Resources? To pick up the phone and call the IT department to say “you guys are great!” To write a personal note to Finance singing their praises? The answer – not many. Few unsolicited praises come, but often unsolicited complaints can arise.

The group decided there needed to be a mix of the objective and subjective feedback. It was clear how to get to the objective feedback through surveys, but how do they get the subjective?

The answer is in the approach. When one relies on the “Unsolicited” feedback, you’ll tend to subject yourself to hearing mostly negatives, particularly if you’re an internal service department or an organization with some sort of regulatory function (like many local governments).

To get the subjective customer input, solicit. In the one-on-one contacts, ask “How was your experience in working with us today?” or “Did we address your need?” or “Did this visit meet your expectation?”

More strategically – as an organization – determine how to systematically get that subjective feedback. Hold routine customer focus groups. Have an advisory council of top customers. Have “coffee with our director” sessions. Hold the occasional customer Town Hall. Make rounds with customers for 1-on-1 meetings on a routine cycle.

Find ways to solicit the subjective feedback.

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Dealing with the Treasure Hunter – 1/10/17

Posted on January 10, 2017 in Customer Service Tip of the Week Please leave a comment


The customer is asking you question after question after question. They’re engaged and pleasant, but they’re turning what’s normally a 30 second quick talk into a 3-minute conversation.

It’s easy to get impatient with these customers because they’re taking up more of your time than normal. It’s easy to get frustrated because they’re firing question after question at you, and you have TONS of other work to do, so many other customers to serve.

What’s going on?

You’re dealing with the Process Customer. They want details. They want realistic expectations. They want the treasure map to their desired pot of gold.

To deal with these customers most effectively, consider them to be like a Treasure Hunter. They want the map. They want the clues. They want to know the potential pitfalls to avoid and the clearest path to take. It’s all about getting to the treasure, and they don’t want you to tell them just the next step. They want the map – with all its clues and paths and steps detailed.

Handle them this way. Tell them your understanding of their goal. Note the next steps, who will do what and by when. Give them a (process) map or a checklist of ALL the steps. Then confirm they understand the plan before you wrap up the conversation.

With these Treasure Hunters, you also have to be conscientious about telling them when steps have been accomplished, when action has occurred, when roadblocks have been encountered and overcome – in other words, be proactive with status updates.

So why are we handling these Treasure Hunters in this manner? Because the more you build their expectations with clarity and the more you build their comfort, then the more you’ll build their confidence.

And the more clear, comfortable, and confident they are, the less they’ll be contacting you and your co-workers repeatedly for updates, with questions, and with concerns.

When encountering a Process Customer, treat them like a Treasure Hunter.

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Be a Good Teammate – 1/3/17

Posted on January 3, 2017 in Customer Service Tip of the Week Please leave a comment


For few people in customer service, the customer experience always and solely is dependent on just them. More typical is for employees to rely on I.T. to keep the systems up and running. Staff rely on co-workers to offer suggestions and strategies to help inform decision-making. Oftentimes, staff have to work together to resolve issues or to deliver on a customer need.

In short, we’re teammates, and we need to be good or great teammates. The better we work together, the more efficient is the organization, the more harmonious are our internal relationships, and – oh by the way – the more satisfied are our customers.

But what does it mean to be a good teammate?

One strong definition to consider is this: A good teammate makes others around them better.

And how is that done? Think about football players trying to motivate each other to make a comeback; think about community members working together to build a home for those in need; think about nurses, doctors, and aides working in a hospital to care for a patient.

Good teammates have a sense of the psyche of their co-workers. Who needs encouragement? Who needs a gentle boot to the fanny (figuratively speaking, of course)? Who needs to be more self-aware? Who needs to be asked for their input?

Good teammates enable the success of others. Reply quickly to requests for help. Give clear, specific, documented communications. Do your part of the job by the deadline, and communicate it’s done.

Good teammates don’t intentionally put co-workers in a bad spot. Share information that may help the other. Don’t aggravate a customer that might complain to one of your co-workers. Do things right the first time with customers so co-workers don’t have to clean up your mess.

For 2017, think about how to be a good teammate.

Make others around you better.

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