Customer Service Tip of the Week

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Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

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

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

Posted on March 19, 2019 in Customer Service Tip of the Week Please leave a comment


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 be some semblance of ongoing communication. There has to be some kind of dialogue that is not all about you. It’s about listening to the other person, about seeking them out and sharing something of value, or listening to something being shared by them.

For those of us that are trying to deepen relationships with our clients and grow our business with them, oftentimes we can get into a habit of communications being all about selling. Communications become all about pushing information. It gets to the point where, whenever they hear from us, they’re hearing about us and our products and services.

But think about what makes for a good relationship. There is informal as well as the more formal interaction. There are not long periods of dead silence. There are enough ongoing communication touches that the relationship never goes stale.

The Second Step in gaining a Customer for Life is to have a strategy that you implement that ensures that you don’t go too long between communications with the other person. This strategy has a mix of formal and informal touches. You’re not constantly pushing information to them, and sometimes you’re just engaging them in informal discussion.

Sometimes you’re asking them questions to learn more about them. Sometimes you’re requesting information or being inquisitive. And sometimes you’re providing something just because it’s the right thing to do even if there is no direct tie into a new sale.

In other words, care about them as an individual enough so that more than half of your communications with them are either helping them out, generally keeping in touch, or asking them about themselves.

To create a customer for life, take the second step. Make it about them, and never let the relationship go stale.

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

Posted on March 5, 2019 in Customer Service Tip of the Week Please leave a comment


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 First Step? To answer this question, think about the first step in developing a relationship with anyone – a friend, a co-worker, or anybody else that pops to mind. If the goal is to have a relationship with somebody, we’re not talking about JUST what to do in that instance or that one encounter. We’re talking about how to begin the process of communication and conversation that is going to occur over time. It’s about going beneath the surface to go from chit-chat to rapport to relationship.

Regardless of what event or phone call, what meeting or issue or question created this first encounter, the first real step in creating the customer for life, creating that relationship, is beginning to know the other person.

Who are they? What do they care about? What are their priorities? Who are their friends and family members? Even, what are their values or those things that factor into their decisions?

When you’re thinking about creating that customer for life, before you ever engage anybody, identify what are those things you really want to and need to know about the other person to form a relationship. Write those questions down.

Make some of them a part of every engagement, where you’re not just reacting to them or sharing information with them, but your inquisitiveness and your questions convey that you care enough about them to get to know them a little bit better every time you communicate.

To create a customer for life, take the first step. Know what you need to know.

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