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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

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

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A PB&J Customer Service Lesson – 3/27/18

Posted on March 27, 2018 in Customer Service Tip of the Week Please leave a comment


When my daughter was in elementary school, she had a teacher who gave the kids an assignment – write instructions on how to make a peanut butter and jelly sandwich.

Simple enough, right?

When the assignment was turned in, the teacher stood at her desk, pulled out a loaf of bread, a jar of peanut butter, and a jar of jelly, and she began to read the first student’s instructions out loud – “Put peanut butter on bread.”

So, the teacher put the loaf of bread in the center of her desk, and she slammed the jar of peanut butter on top of it. Some students laughed; others sat in disbelief.

The teacher began to read the second student’s instructions – “Place a slice of bread on a plate, and spread peanut butter on the bread.”

The teacher opened the bag with the loaf of bread, pulled out a slice, took a paper plate off the shelf, and put the slice of bread on the plate (so far, so good!). Then she unscrewed the top of the peanut butter jar, put her hand in, grabbed some peanut butter, and spread it by hand on the slice of bread.

This was met with equal groans of “Ewwww!” and “Gross!”

The teacher was illustrating how the kids need to be thorough in their descriptions/instructions. When explaining what to do or how to do something, we can’t assume that the person reading what we’re writing will make the correct assumptions about what we mean. If we want them to be clear, we need to be specific enough to be understood correctly.

Think about the instructions you give co-workers and customers on how to do a task – how to complete a form, sign-up for a service, submit documentation, provide you with information. If you want it done a specific way, you have to be very specific in providing instructions.

Make sure you get what you want in the form you want it from others. Don’t assume others will interpret general instructions the same way.

Learn from this PB&J Customer Service Lesson.

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In-the-Moment Stress Relief – 3/20/18

Posted on March 20, 2018 in Customer Service Tip of the Week Please leave a comment


It is totally understandable why anyone would feel stress as a customer service representative. You may be dealing with complaints constantly. You have the internal pressure of making a quick call while adhering to a 2-inch binder’s worth of policies. You can hear the pain, the anger, and the urgency in the customer’s voice.

You are asked to juggle information, technology, empathy, procedures, and the uncontrollable – the other person.

I can’t provide every answer that will help you alleviate stress in the next 200 words. That would be unrealistic. But what I can do is offer you some quick tips on how to deal with stress in-the-moment:

  • Don’t think of a horror that might occur in the future. Stay in the moment. Focus on what IS instead of the negative what could be.
  • Breathe nice deep breaths. Let your breathing settle your heart beat.
  • Ask the other person questions more than feeling like you have to react with the perfect answers. The questions buy you time and provide you with information.
  • Remember how similar situations turned out well in the end. Remember that you have gotten through this before, and you’ll get through this, too.
  • Think about how to help the other person more than how the situation impacts you. Moving your thoughts away from how it affects you and toward helping others reduces stress.
  • Write down the facts you are learning during the conversation. Documenting is an activity that occupies the mind and the body.

When you’re feeling that in-the-moment stress, utilize these practices to calm yourself.

Use self-care to reduce stress.

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About Adults Behaving Badly and Common Sense – 3/13/18

Posted on March 13, 2018 in Customer Service Tip of the Week Please leave a comment


I was conducting focus groups at a client site that was known for poor customer service. They were trying to change their culture and turn around their customer experience, but they first wanted to get a sense of the current state of things. This particular focus group had many long-term employees, some of which earned the department’s bad reputation for customer service.

As I probed to get their philosophies and approaches to customer service, I was getting a lot of “blame the customer” talk. To direct a question back to the employee’s responsibility in dealing with difficult customer situations, I asked them specifically what they do when they’re dealing with the complaining customer.

The first response I got was “Be an adult.” I asked the person to clarify, and their response was “Just be an adult. People respect it when you’re an adult.”

While this may be true in general, organizations cannot make the assumption that everybody’s definition of “adult” behavior will result in a well-handled customer complaint. This reminds me of the many times I’ve heard the statement that “customer service is just common sense.”

The problem with those statements is that we’ve all seen adults behaving badly. If you’ve ever been on Twitter or Facebook or just walked down the street for that matter, you’ve seen adults who are not a being respectful, considerate, humble, helpful, or effective in how they communicate with others.

And as much as customer service might be common sense, you and I know that there are plenty of people without common sense. Is it common sense to argue with an irate customer? Is it common sense to stare at your smart phone when the customer is waiting for you? Is it common sense to talk to a co-worker about the party last weekend the whole time that you’re ringing up the customer at the register?

Again, being an adult and having common sense would be good general philosophies for customer service, but not everybody delivering customer service has the same definition of those terms.

If we want everybody on the same page delivering the same great experience, we need a common definition of what we expect. We need to have conversations about what constitutes a good customer experience. We need to understand that to consistently serve the customer requires we specifically and clearly paint the picture of great customer service.

Be clear on what is truly a great customer experience.

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