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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

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Take Away Their Worry – 8/7/18

Posted on August 7, 2018 in Customer Service Tip of the Week Please leave a comment


One summer, Janet was given a new chore. She had to take out the trash and recycle bins to the street every Tuesday night so that they could be picked up Wednesday morning. She would go out around 7 or 8 o’clock at night, take the bins out, and come back inside. As summer was about to end, it began getting dark earlier, so Janet began putting the bins out earlier.

Janet was worrying about things. She kept hearing noises and didn’t know what they were, so she decided to at least avoid the darkness when putting out the bins. Her dad asked why she kept going out earlier, and when she explained, he said that the noises were probably some small animals, and she shouldn’t be afraid.

The next week she went out a little later – when it was a little bit darker – and she heard some noises and ran back inside. Her dad asked what was wrong, and when she explained about the noises again, he got out his flashlight, and they walked out together. They heard a noise, he pointed the flashlight in that direction, and it was a squirrel. They walked a few feet and heard another noise, and the flashlight revealed a bunny on some leaves. It was a windy day, and after another noise, the light showed a small branch that had fallen.

What the dad had said a week earlier had been proven true. Janet continued her chore, and she did so at night – and she usually went out with a flashlight.

For our customers, similar to Janet, sometimes things are scary. It could be that patient’s unexpected visit to an urgent care, or possibly that a sports fan was about to make a big payment on season tickets. Maybe that resident was not used to dealing with the government on the tax issue.

If we can tell them what they’re going to experience, it can make them less worried. Better yet, it we can SHOW THEM what’s going to happen – being that flashlight – noting all the steps they could be experiencing through the process, they become even more comfortable.

When you are interacting with a customer on something that may create worry or anxiety, do what Janet’s dad did for her. Patiently describe what the experience will be like; shine the light on the path they’ll be going down to bring down their emotions.

Take away their worry.

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Physician, Know Thyself – 3/6/18

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


Delivering exceptional service is about more than responding to the issue, need, or goal. It’s about more than resolving the complaint. It’s also about taking a step back and identifying WHY customers could get upset or irate, why they could have issues or complaints, why it’s not a pure joy to do business with your organization in the first place.

There are definite trigger points, and often those triggers are caused by something the company has done or created or changed. The old adage says “Physician, Heal Thyself.” But before we can “heal” our organization, let’s identify what is ailing our organization that could cause that customer concern. Let’s start with “Physician, Know Thyself.”

Consider this question: What could you (or your department or business) do that could make a customer frustrated, confused, irate, upset, or angry? Consider that the customer may experience delays, conflicting information, lack of follow-up, poor directions or signage, experiences that don’t meet company promises, multiple employee handoffs, lack of clarity, being asked to fill out forms before they’ve had a chance to voice the concern.

Next question: What could be happening in the organization that could create frustration, confusion, delay, or misinformation? Think about a new process, new product, modified facility layout, change in policy, reduced staffing, new (uninformed) employees, or shift change.

Your answers to these two questions will result in a long list of potential customer pain points. Once identified, you can begin determining the frequency of these issues and start to determine what actions to take that could lead to a better customer experience.

Evaluate your own organization for causes of complaints in your customer experience.

Know Thyself to Heal Thyself.

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Channel Your Inner Consultant – 2/27/18

Posted on February 27, 2018 in Customer Service Tip of the Week Please leave a comment


Oftentimes, when we think about customer service, we think about responding to our customer’s need or issue. We think about resolving the concern or reacting to the emotion. But at times, it’s beneficial for us to take a step back. Think about our past experiences. Think about our past customers. Think about what works best for people in similar situations.

That opportunity to step back is one that’s presented to us more than we realize. And it often is an opportunity that presents itself when a customer or patient or season ticket holder or some guest is uncertain of what to do next. They have something they’d like to accomplish, so they have a goal in mind but not a path to the goal. We find ourselves responding to their questions as opposed taking a step back and thinking “What would I recommend would be the best course of action for this person at this time?”

At times like this, channel your inner consultant.

Don’t think of yourself purely as somebody who’s reacting or responding in the moment. Instead, also think about yourself as somebody who has a wealth of experience and knowledge from which your customer may benefit. This is something that is difficult to do in the heat of the moment with an irate customer, but if you find yourself talking to a customer who has a goal or need and is simply looking for clarity, options, or an understanding of what course of action to take, then this is the time to take that step back and put on your consultant hat.

Consider using phrases like these in response to that uncertain customer or that individual seeking guidance:

  • From my experience in working with customers in similar situations, I’d suggest…
  • Based on what you shared about what you are trying to accomplish, I recommend…
  • In this instance, your best course of action would be…
  • Here are couple options you should consider in your situation…


Don’t ignore your experiences and expertise. Use it to help your customer make the best decision.

Channel your inner consultant.

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