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Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

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How to Grow Your Relationships – 7/11/17

Posted on July 11, 2017 in Customer Service Tip of the Week Please leave a comment


In a study conducted about human relationships by Leo Buscaglia, researchers surveyed participants about the qualities of primary relationships which were most enhancing to continued growth. The three qualities that seemed to contribute most to growing relationships were Communication, Affection, and Compassion/Forgiveness.

Let’s see how to apply these relationship-growing attributes to our interactions with customers and co-workers.

Communication was defined as “the desire to be open, to share, to relate, and actively speak and listen to one another.”

Consider your co-workers and customers. To grow your relationships with them, be open, go to them sharing information of interest and use to them. Share your perspective and your thoughts. Likewise, ask for their thoughts, and listen to their responses.

Affection was seen as the “trait of caring, understanding, respect, physical and psychological closeness, nurturing, and kindness.”

Now here we’re not saying to be affectionate with your customers and co-workers, because that can get you in all sorts of legal troubles! So let’s focus on the definition of Affection. Show care for the other person, be respectful of them, be understanding of their needs, and show them kindness.

Compassion was defined as “the ability to have empathy, to forgive, to be supportive and selfless.”

I’ve often said that empathy is the greatest quality somebody can have in customer service. It’s hard to really serve someone if you don’t care enough to try to understand what’s unique about them and their situation. That’s empathy.

But forgiveness is something newer – a word I don’t discuss often. It suggests that sometimes the customers don’t treat us well, the co-worker doesn’t do what they need to do, others are throwing roadblocks in front of us. This definition of compassion suggests that we need to forgive them and move forward. We need to be supportive of others and lose any selfish tendencies that we might bring into situations.

If you want to grow relationships, focus on building these qualities of relationships into your everyday interactions with co-workers and customers.

Focus on Communication, Affection, and Compassion/Forgiveness.

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Empower Yourself to Go Against the No – 7/4/17

Posted on July 4, 2017 in Customer Service Tip of the Week Please leave a comment

In our customer service roles, wouldn’t it be great to be able to do and say what we needed to do and say? Too often, we feel limited by policies, procedures, and the unwritten rules of “how things are done around here.”

But we have to periodically ask ourselves, “If I can’t do something that – in my gut – I know I SHOULD do, what’s keeping me from doing it? Why don’t I feel like I have that freedom?”

It’s easy to be told “No – don’t do that,” and accept it. It’s harder to go against the No. It’s hard to do something that you know is the right thing for the customer, even though it may not be a generally accepted practice within your organization.

How many times have you thought to yourself that you really want to do something, you really want to share information, you really want to make a referral, you really want to offer an alternative – but you feel like you can’t. In order to do these things for the customer sometimes you have to convince others within your organization.

Here are some quick tips to help you do what you need to do for the customer to turn the internal organizational No to a Yes:

  • Be able to explain WHY this is the action to take.
  • Give some thought to what’s in it for that other employee that you’re trying to convince.
  • Be able to articulate that what is best for the customer is also best for the company long-term.
  • Understand what concerns could arise from your co-worker or supervisor, and determine how you’ll respond.

 
This is core advice for preparing for a potentially tough conversation, but keep in mind that any potential conflict that would arise would happen because you care about the customer. You’re trying to do right by the customer. Therefore, know that – what you’re doing – you’re doing for a great reason.

Empower yourself to do what’s right on behalf of the customer.

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Improve the Health of Your Client Interaction – 6/27/17

Posted on June 27, 2017 in Customer Service Tip of the Week Please leave a comment


According to a recent article on patient satisfaction and high quality customer service in healthcare settings, there are three consistent keys to a great patient experience – particularly in outpatient surgery facilities. These core takeaways apply to virtually any business.

First – “Make a connection: Smile and introduce yourself to patients and family members.” This gets at the need for a great first impression, initiating communications with customers, and personalizing the interaction.

Second – “Set the expectation of service: Share with the patient what will happen, when it will happen and about how long it will take.” We often note that typically 40% of customer dissatisfaction occurs because the customer expected one thing, and the company delivered another. Take ownership over setting realistic expectations of what will happen and when it will happen.

Third – “Say thank you: Within days of providing care, send the patient a thank you note with handwritten messages from staff members.” It’s tough to overstate the importance of conveying appreciation to the customer. The other part of appreciation noted in this third best practice is to not just do it on the spot, but also share appreciation after the encounter. Typically, those post-encounter messages of thanks are a surprise – and carry extra weight in the customer’s evaluation of their last impression of you and your organization.

It’s about being pleasant, proactive, and personalizing. It’s about setting and managing customer expectations of tasks and timing. And it’s about appreciating the other – at the end of the encounter as well as in that unexpected follow-up.

Improve the health of your client interaction with these healthcare best practices.

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