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Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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I’m Big on the “Same Page” – 7/1/14 TOW

Posted on July 1, 2014 in Customer Service Tip of the Week Please leave a comment


Let’s get on the Same Page. How do you get everyone on the Same Page, going in the same direction? Before we move forward, let’s make sure we’re on the Same Page. You need to ensure you’re on the Same Page with your customer before you end the call.

I seem to find myself using the phrase “Same Page” over and over again. I’ll use it in training, when providing strategic guidance on culture change, in meetings with my clients, and in one-on-one discussions with staff.

The phrase comes out of my mouth so often because it applies to so much in service interactions and service cultures. In healthcare, you often have to communicate with patients about next steps. What must the patient do to care for themselves at home post-discharge? Who must they contact to talk about billing and insurance? Where should they go, and how should they prepare for an upcoming procedure? Getting on the “Same Page” means that you and that patient have a common understanding of what needs to happen next and when.

Many local governments are trying to change their cultures to be more flexible, more customer service-oriented, more high-tech while maintaining high-touch. So their employees may have to change behaviors and mindsets; they have to understand their greater purpose beyond the policies and procedures, and beyond the codes and ordinances. The leaders must get everybody on the “Same Page” about the reason government exists and the important role that customer service plays in serving the community.

In one-on-one personal conversations, the phrase “Same Page” suggests that all parties understand the situation, the goals, the next steps, and timeframes. This leads to well-understood expectations, work more likely done right the first time, and clearer communications.

In more strategic discussions, the phrase “Same Page” suggests that everyone in the organization understands what they’re here to do, and everyone understands their role in moving toward objectives, goals, and vision.

Communicate more clearly with others. Ensure that conversations don’t end before you’re on the Same Page.


An Interesting Tip about Amazing Service – 5/13/14 TOW

Posted on May 13, 2014 in Customer Service Tip of the Week Please leave a comment


I listen to a sports talk show periodically, and the host has an interesting habit. He is always making statements such as “It’s really interesting that…” or “What’s amazing is that…” He will then follow-up that statement with an observation or conclusion that he wants you to find interesting, too – so you’ll keep listening.

Sometimes the conclusions aren’t the most interesting such as ‘What’s really amazing is that. . .when I watch the paint dry. . .it actually. . .dries!” Wow?

But there are three extremely useful tips that we can learn from this radio personality. First, the words you use matter – often tremendously. Our goal in customer service includes imparting a feeling to the customer or co-worker that we care for them, that they are valued, and that they are important. And our words impact their perception of whether we care.

Think about a situation where you’re a banker listening to a customer describe their need: “I am looking for a way to open my own jewelry making business using repurposed items like old necklaces, broken bracelets, etc. But I need some capital to acquire tools and develop a website.”

You could respond “We offer loans,” or you could respond “Wow! That’s a really interesting concept; what a great idea to use old jewelry to make attractive, new items to sell! And we definitely have funded many creative companies like yours.”

In both cases you might provide the loan, but which response will more quickly establish a rapport and increase the likelihood of the customer wanting to go with your bank?

What about the patient in the physician’s practice that notices a spill that nobody cleaned up? You could respond “We’ll take care of that,” or you could respond “Thanks so much for bringing that to my attention. That helps a lot – we don’t want anyone stepping in it or slipping. I REALLY appreciate it.”

Which response better conveys how much you value them and what they’ve done?

Second, avoid a tone that wreaks of sarcasm or indifference – offer a sense of sincerity with your tone. And third, avoid the hyperbolic statement such as: “Thank goodness you told me about the spill! Someone could have died! You just saved a life!”

Remember that the sincere interjection of some key words (interesting, amazing, appreciate, thank, sharing, etc.) helps the other person to feel valued, important, and appreciated.

Convey interest with a few amazing words.


Improve the Patient Experience from the Inside Out

Posted on April 18, 2014 in Business Advice, Healthcare Please leave a comment

Blog 4-17-14There is no shortage of patient satisfaction “experts” and CEOs in healthcare wanting you to implement the latest measurement tool, rounding format, physician best practice, script, or leading-edge technology – all with the promise of launching patient satisfaction scores to the stratosphere! Okay, maybe I’m overstating it, but it’s not overstating it to suggest that many of these experts offer a tactic or tool as the panacea.

However, the article on Park Ridge Health in Hendersonville, N.C. suggests a different approach. They did implement a new training program, but after the description of the training, the Director of Patient Experience notes that “When we changed the culture, that’s when we saw the scores improve. We always want the patient to be involved in their care, and we try to provide them a voice to be able to talk to us in layman’s term about their experience and their needs.”

The key words? “Changed the culture.”

The consistency required for sustainable excellence comes from inside. It comes from culture. If a hospital wants to have a great patient experience, they need to look inside at the people, processes, policies, services, and facilities that comprise the experience.

The best scripting results in merely words if not delivered with interest, empathy, and sincerity. The best leader preaching on efficiency and marketing a “2 minute wait in Our E.D.!” are setting staff up for failure until the organization internally has communication and service delivery processes that are efficient and high quality. The great customer service techniques that we and others teach won’t be effective long-term if they are not reinforced on an ongoing basis and modeled by leaders.

To get a great patient experience, “provide them with a voice” as they did in Hendersonville. But also start with each other; start with culture.

Improve the Patient Experience from the Inside Out.

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