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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

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

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Lift It Up – 9/12/23

Posted on September 12, 2023 in Customer Service Tip of the Week Please leave a comment

I worked with a great client for several years who was in a leadership role in the education industry, and she was the executive champion for a culture-strengthening initiative.  We were the outside firm helping to develop the overall strategy and facilitate the teams addressing the various aspects of the culture.

She often used the phrase Lift It Up.  If there was an important topic, concern, or goal that needed to be known more broadly throughout the organization or brought to the attention of leadership, she would say that we needed to Lift It Up.  If there was a best practice being utilized in one school which could benefit many other schools, she’d say that we needed to Lift It Up.

What it Means to Lift It Up

When you’re making the effort to lift something up, you’re making something a priority.  You’re making an issue or a concern or goal or an opportunity known.  Lifting something up is a positive thing; it’s like you’re recognizing the thing or the people that made that thing work, or that needs to work better.

How to Lift

So, let’s address this from a customer service perspective in a very tangible way, particularly lifting up positives.

Who can you lift up?  You can lift up the co-worker who does something above and beyond.  You can lift up your boss when they’re exhibiting the behaviors of exceptional leadership.  Lift up your customer for bringing something to your attention, doing their part in the process, or being kind and respectful, despite the circumstances.

What can you lift up?  You can lift up best practices of the facility or on a website.  You can note some change that made life easier on staff or on those that you serve.  You lift up examples of documents or posters that remind people of the organizational values or customer service standards.  You can lift up that information received from customers, sharing how that’s helpful.

To whom can you lift it up?  Lift it up to leaders so that they’re aware of excellence on the part of your co-workers or best practices that could be used in other areas of the organization.  Lift it up to your co-workers so that they feel appreciated.  And lift it up to customers for the same reason.

To infuse positivity and best practices in your organization, Lift It Up.

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Addressing the Horror Story that Wasn’t – 9/5/23

Posted on September 5, 2023 in Customer Service Tip of the Week Please leave a comment

You may have seen the commercials for one of those garden hoses that fits in your pocket.  When you put it on the valve outside your home and turn on the water, it expands to 50 feet.  When you’re done and turn off the water, it contracts and fits right back in your pocket.

Jamie had only been at his new job for 2 weeks at the hardware store, and he witnessed just how important some of these expandable/retractable hoses are to the homeowners.  A frantic homeowner came in – somebody who had bought one of these hoses from one of Jamie’s co-workers a week ago, and the customer was upset.  She had been so excited about the new hose, but when she turned on the water, it did not expand fully; when she turned off the water, it didn’t contract.

It was a garden hose emergency!  Oh, the horror!

Now, for 99% of us, a garden hose that doesn’t fully expand or contract is not the end of the world.  And maybe to this customer, it was not the end of the world either; however, she was initially so excited about a product that was, now, not performing as designed.

Jamie’s first thought was: This customer is WAY overreacting.  But his second thought was: I better not convey that I think she’s overreacting.

Luckily, Jamie had some training on Key Principles of Situational Service.  So, he provided some Empathy, explaining his understanding of what went wrong to the customer, what she expected to happen versus how the hose actually performed.  He was Patient with her, listening and not rushing her along.  He tried to be Helpful, facilitating a resolution, whether it was initially with the use of the hose and then finally finding an alternative.  He Explained the product exchange process and Why the process was needed, and he did everything with Respect and Courtesy.

Sometimes the issues you are presented with seem like they should be no big deal, but for whatever reason, they are a big deal to the customer.

Apply Jamie’s Key Principles of Situational Service to make sure all of these situations turn out well from the customer’s perspective.

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Respect, Regardless of Rank – 8/22/23

Posted on August 22, 2023 in Customer Service Tip of the Week Please leave a comment

I was reading a management book written by a former naval officer.  He was given a leadership role over a ship that had been underperforming and had low morale.  One thing he did to turn around the performance, to improve morale, was instill in everyone onboard the principle that we need to respect each other, regardless of rank.

For anybody who’s watched an old military movie where the personnel show respect for rank, often you hear the statements of “Yes, General” or “Sir!  Yes, Sir” that we see exhibited by those with the more junior ranks.

But the Captain of this ship, the one trying to instill a new, high-performing culture, expected EVERYONE to be respectful of EVERYONE.

To understand “respect” in customer service, we have to paint a picture of it.  For many people, it’s much easier to paint a picture of respectful behavior by describing disrespectful behavior so that people know what action NOT to take.  Sometimes we literally define the word respect to paint that picture for those in customer service.

Communicating Respect to Rank

Today, let’s think about respect in terms of how it’s conveyed to people of rank – whether it’s an organizational leader or even the President.  The words we use (Yes, Sir or Yes, Ma’am) are stated frequently in response to what the ranking person says.  With individuals in those in high-rank roles, we try to understand their needs so that we can address them, carrying out their orders or requests.  We listen as much as possible in that one encounter to minimize the need to meet with them again as well as to ensure we don’t take up any more of their time than is necessary.

Communicating Respect Regardless of Rank

These are all actions and behaviors we can do with each other – with co-workers and with customers.  Use personal names and respectful terms to greet and address individuals throughout the conversation.  Try to understand specifically what they’re saying by asking the right questions and spending the majority of our time listening.  Allow them to speak first, and be patient through the conversation.  Follow through on what we offered to do, trying to limit how much of their time is required, whenever possible.

Respect, Regardless of Rank – find ways to make respect an all-the-time thing.

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