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Be Amazing - 4/23/24


Watching Michael Jordan steal a pass and then dunk a basketball is amazing.  Taking a rocket to the moon is amazing.  The taste of my mom’s homemade beef soup is amazing. We all have our personal examples of what is amazing.  Usually, it’s something that we cannot comprehend, that we Read more

Talk About Yourself to Build Customer Confidence - 4/16/24


When you’re dealing with somebody who is anxious or nervous about a situation, a customer who feels like they don’t have much control, an individual who is unsure and uncertain, it’s important to put the customer at ease.  It’s important to build their comfort level.  It’s important to help Read more

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

“You’re the Boss” - 2/20/24


Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to Read more

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Make it Crystal Clear – 5/21/19

Posted on May 21, 2019 in Customer Service Tip of the Week Please leave a comment

Sometimes we communicate so well, and sometimes we don’t communicate as well as we think we do. When you’re trying to set or manage another person’s expectations, what you say may be very clear to you, but the reality is it may not be clear to the other person. And if the other person doesn’t understand what you’re conveying, they could have an expectation that’s unrealistic.

Noted below are 10 statements an employee might make to a customer. At face value, most may seem very typical and pretty clear:

  1. That won’t take long.
  2. The process is described on the website.
  3. You need to fill out a GARBA.
  4. You’ll hear back from us not too long after we receive the results.
  5. I need your ID.
  6. The first thing you need to do is to set an appointment.
  7. Just call any time if you need help.
  8. Call the main number, and we’ll get that for you.
  9. I’m going to transfer you (then the caller hears a click and rings).
  10. Once you send in a work order, the maintenance folks will be in touch and address it quickly.

So, what’s wrong with these? Here are 10 things to consider (the #s below correspond to the #s above):

  1. “Won’t take long” might be interpreted differently by different people – 1 hour to the customer v. 1 week to the employee.
  2. The website has many pages; be more specific; make it easy for the customer to find the specific page.
  3. What is a GARBA? Avoid acronyms whenever possible.
  4. How long is “not too long?” And when do you expect to receive the results? Both timeframes are unclear.
  5. A customer may have several ID’s. Which one is needed?
  6. The other process steps are not described.
  7. What number should the caller call and when?
  8. What’s the main number? How long will it take to “get that?”
  9. It’s not clear why the caller is being transferred, to whom, etc.
  10. It’s not clear how to send the order, who will respond to the customer, what “in touch” means, and what “quickly” means.

To effectively set or manage expectations, ensure you’re being as clear as the customer needs.

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Should you tell the customer? The Company’s Dilemma – 4/23/19

Posted on April 23, 2019 in Customer Service Tip of the Week Please leave a comment


I have a lot of clients that struggle with this question, both at a company/strategic level as well as an individual representative level. When there is an issue that is going to happen, should you tell the customer? This week we’re going to address the question at the company level. Next week, we’ll address the question at the individual employee level.

At the company or strategic level, the discussion usually centers around some change the organization is about to make. Maybe they’re going to test something in operations or in a system or with a service that might have some negative ramifications to the customer. Maybe they’re going to eliminate a perk or benefit that many customers utilize. Maybe they’re going to change a policy or procedure or stop providing a feature that customers enjoy.

So, should that company tell the customer? If the company doesn’t tell the customer, it oftentimes is because they don’t even think about the customer. They are so focused on their project or their product or their process or their promotion that they don’t think about everybody who might be impacted. Sometimes they’re trying to avoid complaints by not drawing attention or awareness to a change some customers might not like.

A way to answer this question at the company level is to keep in mind that problems are created when a customer expects “A” and they get “B”. Also keep in mind, that when a customer brings a problem to the attention of the organization, the customer’s in control of how that conversation goes. However, if the company takes control of that conversation by notifying the customer of what’s going to change, the company has control over what that message is, how it’s delivered, and within what environment that message is sent.

While there is no one pat answer to this question, most organizations in most situations need to tell the customer. They need to be upfront on what’s going to change so that they can maintain some control over how that communication goes with the customer.

Few organizations have failed because they are too proactive, too open, and too honest with their customers.

When deciding whether or not you should tell the customer, lean toward those options which build trust and transparency with your customer.

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Don’t Dwell on the Customer Crazies – 1/22/19

Posted on January 22, 2019 in Customer Service Tip of the Week Please leave a comment


Whether or not you’re a fan of Duke University basketball, you may have heard of the “Cameron Crazies.” This is a nickname for Duke fans that attend home games in Duke’s Cameron Indoor Stadium. One of my friends was one of those Cameron Crazies. He was one of the first to wear a giant blue wig, exemplifying his craziness over his school’s team. You could see him coming from a mile away – or pick him out of a crowd of thousands, all because of the wig.

For us in customer service, we work with customers, and most are reasonable people who you can have reasonable discussions with about important topics, and you can come to a reasonable resolution. But then, you always have a few “Customer Crazies;” unfortunately they don’t wear giant blue wigs, so you can’t see them coming a mile away.

One such customer went to a local restaurant, was infuriated when the new owners of an establishment didn’t honor a coupon from the prior owners. The new owners tried to offer other free options in place of the coupon, but the customer stormed out. The customer later posted negative reviews on social media. The problem with the reviews was that the restaurant had proof (including video) that the customer wasn’t telling the truth.

Most of us have run into this situation, too. It’s the upset customer, or it’s the customer trying to get a freebie, or it’s the customer just outright telling falsehoods to get what they want.

Keep in mind that you only have control over half of conversations with customers. You can control what you say, how you say it, and what action you take; but you cannot control the customer. If you’ve done all you can do, sometimes feel good about what you’ve done even if the customer doesn’t seem to feel good about the outcome.

You can only control what you can control. Don’t dwell on what you can’t control.

Don’t Dwell on the Customer Crazies.

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