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Customer for Life – The Second Step - 3/19/19


Two weeks ago, we shared a Customer Service Tip on how to get (and keep!) a Customer for Life. We addressed the First Step, Knowing what you need to know about the other person. Now, we’re sharing the Second Step. To develop a relationship with anyone, there has to Read more

Employee Runs for a Dog Run - 3/12/19


I was never a Boy Scout. I mean in the literal sense, but also somewhat in the figurative sense, but I digress. After years of telling myself that I needed something to help my dog get exercise outside without worrying about him trying to dig under a fence and Read more

Customer for Life – The First Step - 3/5/19


This should be the goal, right? That our clients today will be our clients tomorrow and well into the future. That their loyalty grows, their business with us grows, their referrals grow, and it is all part of a relationship that grows and develops over time. But what’s the Read more

Retrain Your Brain - 2/26/19


Admit it. You thought about it. You thought: Why in the world did the customer try to assemble that before reading the instructions? Why would they drive all the way down here instead of just checking the website? Why would they go through the drive-thru when they can deposit using Read more

Look Up, or Look Out! - 2/19/19


The clerk called out “next in line!”, and Frannie went to the counter. “Can I have your name?,” the employee asked, but she stared at her computer screen while asking. Frannie stated her name, the time of her appointment, and noted the reason for the appointment. Staring at the screen, Read more

Know the Customer’s Value Proposition - 2/12/19


I’ve written about how it’s important to build up your co-workers when talking to customers. When the nurse is getting ready to send the patient down to radiology, she lets the patient know what great work and great care that the radiology tech provides. When the teller contacts a Read more

Paint a Picture, Take a Picture - 2/5/19


Many of us are visual learners. In order for us to understand the concept, we need to be able to see the concept illustrated. And by seeing the concept illustrated, I’m not just talking about taking something that somebody says and merely typing it into an email. I don’t Read more

Recipe for Reputation Rehab - 1/29/19


As another corporation is trying to recover from self-inflicted reputation wounds, it is seeking to get back in the good graces of consumers. It’s laying out a 6-point plan to improve its performance, but – in the end – publicizing this plan is also about rehabilitating its reputation. Read more

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


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 Read more

Retain through Responsiveness - 1/15/19


In a recent Bloomberg article about online retailers, there’s a story about a women’s cosmetics customer who used an online app to order some items. She waited weeks for the delivery after it was shipped to the wrong address, and she had great difficulty in getting the issue resolved. Read more

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Employee Runs for a Dog Run – 3/12/19

Posted on March 12, 2019 in Customer Service Tip of the Week Please leave a comment


I was never a Boy Scout. I mean in the literal sense, but also somewhat in the figurative sense, but I digress. After years of telling myself that I needed something to help my dog get exercise outside without worrying about him trying to dig under a fence and escape, a friend gave me the idea of creating a dog run.

Essentially, you tie a wire between 2 trees, and then you hook a long leash to the wire so that the dog can run around out back even if you’re not out with him so that you won’t worry about him running off.

The more YouTube videos I watched, the more excited I got about the prospect of creating a dog run. Also, the more YouTube videos I watched, the more clear it became that I never learned how to tie a good knot like I would have if I had been a Boy Scout.

So, I went to the local hardware store and decided to claim my own ignorance. I laid out my plan to an employee, and the gentlemen listened to me, he helped me to concoct an approach to constructing the dog run. Piece by piece, we discussed the wire, the long leash, how to secure the wire to the tree in a way that wouldn’t hurt the tree, etc.

He was patient, seemed interested, and gave me multiple options to consider. It was a huge help, I thanked him, and I walked away toward another section of the store to look for one other item I needed before checking out.

About 2 minutes later, on the exact opposite side of the store, the employee came running toward me. After I had left his section, he had continued to give my project some thought, and he realized that I needed a hook not only for what would attach the long leash to the wire but also one that would attach the other end of the long leash to my dog’s collar. That would’ve been a pretty frustrating project if I had set everything up perfectly but had no way to attach the lease to my dog’s collar – YIKES!

I went to the hardware store knowing what I wanted to accomplish, and I was engaged by an employee who seemed interested in my project, gave me options, and actually ran after me to ensure I had everything I needed.

Sometimes it’s nice just to be able to tell a good customer service story.

Be that employee willing to run after a customer to give them some extra help.

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Love is never having to say you’re sorry – 11/6/18

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

Love Story – great movie. Alli McGraw. Ryan O’Neal. And a surprisingly poor rating on Rotten Tomatoes – but I digress. The most famous line from the movie is “Love is never having to say you’re sorry…”

Unfortunately, great customer service isn’t about love, per se. Many customers want to hear “I’m sorry” before they can settle down, move on, and forgive/forget.

So how do you say I’m sorry?

The Terrible Transfer – Let’s say that you answer the phone, and the customer immediately tells you they’ve already been transferred 4 times. Consider saying “Oh, I’m sorry to hear that. That’s not how we like to do things around here.” Then do the following; either: (A) Make sure you personally take care of the need, (B) Make a “warm” transfer once you identify the employee who can help and that they’re available, or (C) Offer to take their contact information and call them back with the answer.

The Technology Troubles – Let’s say that a customer is trying to understand how to use some technology platform your company provides or navigate your website, and they’re having issues. Consider saying: “I apologize for the difficulties in getting the system working.” You could then offer to walk them through the process on the phone, staying on the line until it works; you could offer to visit them to educate them on the process; you could also provide documentation on the key steps to getting their need addressed.

The Protracted Process – Maybe it’s a situation where a process is taking way too long (whether they want to get an application approved, get a meeting scheduled, get a return or request addressed). You could state: “Sorry that the process it taking longer than anticipated. I’ll personally make sure we get this addressed quickly.” After you’ve received details on the situation, take 2 approaches. First, immediately work on the issue and/or bring in someone to get the need addressed. Second, communicate actions to the customer while the process is in place (to manage expectations and keep them in-the-loop) and when the process is completed (to ensure they know the process was done and to confirm satisfaction).

Unfortunately, great customer service DOES MEAN that sometimes you have to say you’re sorry.

Handle apologies with aplomb.

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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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