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Build Goodwill with Co-workers and Customers - 11/10/26


All relationships are different.  We want to have good relationships with co-workers, after all – those are the people we spend the most time with each week.  We want to have good relationships with customers since they’re the ones that provide the revenue and inflows that allow us to Read more

How to Avoid “Groundhog Day” - 11/3/26


It’s Groundhog Day, where you’re living the same day over and over and over again. You have heard basically the same complaint from 4 different customers in the past week.  The bill is incorrect or confusing, and you’re having to spend a ton of time explaining things to the customer. You’ve Read more

Beware of Scary Telephone Customer Service - 10/27/26


As we near the Halloween holiday in the United States, it seems appropriate to discuss examples of scary customer service, particularly on the telephone.  Here are a few common issues that frustrate and annoy customers.  These are experiences to avoid delivering, and alternatives to adopt: The customer calls, describes their Read more

The Art of the Successful Script - 10/20/26


You’re the customer.  You go to the store, and they ask if you have a loyalty card.  You call the doctor’s office, and they ask for your birth date.   You walk up to the counter, and they ask if you found everything you were looking for. These are all valid Read more

The Key Building Block for Your Customer Relationship - 10/13/26


An automotive manufacturer gets supplies for their vehicles from all over the world.  They have arrangements, service level agreements, expectations for timing and quality of all the parts.  And when they gather all these supplies, they assemble the cars.  They test the cars.  Then they take pictures of those Read more

Be Flexible to Fill the Gaps - 10/6/26


The non-profit has the expected challenges.  There are only 3 people in the organization, yet, they have the same responsibilities of a larger company.  They have to do finance, sales, marketing; they deliver their services to the community, and they need to keep a pulse on what’s going on Read more

Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

Pass the Quick Impression Test – 12/30/25

Posted on in Customer Service Tip of the Week Please leave a comment

Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, but they can color the customer’s perception of the employee or the organization that affects their demeanor during the encounter.  First impressions can create an immediate conclusion that, if negative, must now be overcome.

Let’s say you’re the customer.  You pull up to the teller window at the bank with no other customers around.  The two employees in the teller window are talking and laughing with each other and not acknowledging you.

You walk into the home improvement store, and three employees walk by you without making eye contact.  You start to feel they are purposely avoiding you.

You are waiting to check out at the retail store, and the employee is looking at their computer screen while reaching out with their left hand for you to give them the clothes you’re purchasing.  No eye contact, no smile, no words…just an outstretched hand.

The customer can tell a lot about a company very quickly.  And maybe their conclusion is not accurate because they’re basing it on something they experience in less than 7 seconds.  However, that quick impression either gets the encounter started positively, or it can put the employee behind the “8 ball” right off the bat.

Don’t risk allowing a negative immediate impression to become a long-term perception.  Make sure that when customers experience your details and how you engage them, they are drawing positive conclusions about how much you care about them.

Pass the Quick Impression Test.

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Highlight the Hidden Value – 7/1/25

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Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive…

“For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also provide free shipping!  AND THAT’S NOT ALL!  You also get this 21st century space age colander.  That’s right!  AND THAT’S NOT ALL!  If you call in the next 90 minutes, we’ll send you a 3-in-1 corkscrew – that also serves as a laser pointer and a flip chart marker!”

That type of marketing works in some cases.  It provides an in-your-face series of incremental reasons to make a purchase.

But what about those behind-the-scenes series of incremental reasons for the customer to keep their business with your company?

Janine had a new HVAC tech come out to her home to do the quarterly maintenance, and she was impressed with how much time he spent working on the equipment.  She had no idea what he was doing, since he was in the crawl space or working at the outdoor unit all the time, but she was really pleased with the time he took!

Kareem was calling about a charge on his credit card statement that didn’t look familiar.  Not only was the price a number that didn’t ring a bell, but the merchant name didn’t seem like a company he had heard of either.  The customer service representative looked on her system, apparently investigated a lot of details about the transaction, and came back to Kareem with a description of the type of purchase, another name for the merchant business, and a course of action for Kareem to take.  Kareem had no idea how the CSR came up with all this information, but he was very pleased!

These are just two real-life examples of how the customer had a great experience.  They had no idea specifically what the employee was doing on their behalf, but the time investment from the employee and the outcome of the work performed made a huge impact on the customer.  Their impression was that they got great customer service.

It wasn’t in your face marketing that made them so pleased, engendered trust, and built loyalty.  It was the effort on behalf of the customer, the time spent, and the clear next step.

Sometimes the actions the customer never sees are the ones that build value the most.

Understand your hidden value and how much repeat customers appreciate it.

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Change on the Fly – 5/30/23

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Situational service requires some advanced engagement skills.  It involves seeing each situation independent of any others, reading the moment, and changing on the fly to create the best possible customer experience and outcomes.  So, what are some keys to situational service?  Keep these guiding principles in mind:

Start Open-minded: When the customer engages you, avoid assumptions about them and their situation.  Don’t let the first impression cloud what might be the deeper issue or need, the background of the situation, the person themselves.  It’s more effective to start by being open, and then narrow the focus after gathering information; it’s less effective to start with a preconceived notion, and then have to later backtrack or restart the conversation.

Gauge the Emotion: While we focus on words, since that conveys much of the specifics of a situation, the emotions can convey how they feel about the issue or need.  Note in their tone and body language, specifically, how they feel so that you can use that information to determine how to handle the situation.

Uncover the Urgency: Determine whether time is a concern, whether that’s in-the-moment or for the final resolution.  That time consideration will help you to understand their feelings better, but it will also help you to understand whether to respond by reiterating timing and next steps, or to focus more on their feelings and solution options.

Adjust to the Situation: The first 3 guiding principles ensure you get the information you need (the facts, their emotions, and time considerations) to handle the situation most effectively.  Now, adjust.  Settle them down first, addressing any anxiety, anger, confusion, or upset with the right technique for the emotion, or move directly to the issue and solutions if the negative emotions aren’t present.  Be patient if they care more about the conversation and the process, or quickly get to the point if there’s urgency involved.

When you’re engaged with the customer, get the facts, gauge the emotions, and clarify times.  Then focus on providing the best service for the situation.

To excel in service, develop your ability to change on the fly.

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