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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

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

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Be the Culture – 10/16/18

Posted on October 16, 2018 in Customer Service Tip of the Week Please leave a comment


As a customer service consultant, I am often in situations with clients where we’re trying to figure out how to deliver a better experience to the customer. It might be an effort undertaken to retain more clients and grow the top line. It may be an effort to streamline operations to serve the customer more efficiently or consistently. It may be an effort to improve quality.

But underpinning any kind of a process redesign or strategy initiative has to be an understanding that the employees are what make those redesigns or initiatives work. The employees are the ones who are implementing those designs. Employees are the ones who are delivering the service or resolving the issue.

So, how the organization sets expectations with staff, trains staff, rewards and holds staff accountable, and models behaviors to staff – in the end – drives staff performance. While many staff are self-motivated, in any organization, employees who are there for any length of time are going to be impacted by that organization’s culture.

And when I say the organization, I’m not talking purely about leadership. How employees treat each other, how they engage with one another, how they do or do not work as a team, how they show appreciation, how responsive and respectful they are to each other has a huge impact on the attitudes and actions of those co-workers.

To deliver a great customer experience, realize that that delivery is happening through you and your co-workers. Make sure you’re creating the kind of culture for those you work with that you hope the organization is creating for everyone.

Be the culture that you desire for your organization.

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Build Your Customer’s Confidence by Building Yourself Up – 10/9/18

Posted on October 9, 2018 in Customer Service Tip of the Week Please leave a comment


I want you to have an ego, just for a minute. I want you to brag on yourself, just for a few seconds. I want you to lose the humility, just for a little while.

Sometimes you’re dealing with a customer or co-worker that is conveying some emotions that are tough to deal with, and those emotions are not always anger and upset. Sometimes those emotions are anxiety and nervousness. They’re worried about what MIGHT happen. They are worried about what the ramifications COULD be. They’re worried about something in the future, something unknown to them.

When dealing with this emotion, sometimes it’s beneficial to talk about yourself or your organization.

After hearing the concern from the customer, restate it back to them, telling them the details you know about their situation. This way, they realize they’re not a number to you. This way, they realize that the facts and the uniqueness of their situation are important to you. This gives them a little sense of comfort that you care enough about them to know about them.

But the next step is actually about YOU. Remember, they have anxiety and fear due in part to some lack of confidence or comfort with what might happen in the future. If you can talk about yourself or your organization and let them know how you successfully navigated the waters that they are about to traverse, that can build their confidence.

“My name is Ed, and I am one of the senior representatives here at Widget World. I’ve helped many different customers go through a similar experience to what you’re dealing with, so I’m confident that we can help you.”

At this point you’ve shared enough about yourself so that they have a vision of success. You shared enough about your experience that they can picture themselves moving toward a solution. You shared enough about you that they realize that what is going on with them can be addressed successfully with your support.

When you’re dealing with the anxious or nervous customer, by building yourself up, you can build the customer’s confidence.

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Watch that tone, young man! – 10/2/18

Posted on October 2, 2018 in Customer Service Tip of the Week Please leave a comment


Watch that tone, young man!

When I was growing up, unfortunately I heard that phrase more times than I care to admit. Maybe that’s why I’m so cognizant of my tone today and so in tune with the tone of voice that others use as well.

An Australian training firm recently authored an article that addressed tone of voice. Even though this article is a little more sales-focused than customer service-focused, it’s an interesting read. It not only describes how to interpret different tones of voice, but it also promotes the need for you to be intentional about the tone you use based on what message you want to convey.

If you want to seem reasonable, don’t overemphasize any words. If you want to convey you care, speak with a slight rasp or a little bit more from the throat. If you want to come across as “up-beat,” have your “vocal inflections rise at the end of certain words,” particularly the other person’s name. For example, say the following phrase twice – first with a flat tone and second where you emphasize “Mary”: Mary, nice to meet you.

There are 8 tips, so feel free to check them out. The main point I want you to think of – beyond the specific techniques suggested – is that you need to have an intent of what kind of message you want to send with your tone, so that your message is delivered and heard the way you want. Pause, and consider the tone before you speak.

Watch that tone, young ‘Tip of the Week’ fan!!

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