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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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Great Customer Service, and the Luge – 2/13/18

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


I was watching an event at the Olympics – it was the luge. That’s where crazy people called lugers lay on their back on a sled and fly 80 miles per hour on a sheet of ice – did I mention that they’re CRAZY?!

Actually, it looks like fun. I’d love to give it a shot…only if they wrapped me in bubble wrap and promised I wouldn’t go over 30 miles an hour – I’m not THAT crazy…but I digress.

The lugers make four runs down the track, totaling the times from each run to see who wins. It’s not the best 1 of 4; it’s the best set of combined times.

Back to the event – the final luger was the leader after 3 rounds. He had won the Gold Medal in this event at the previous two Olympics. And on the way down the track during his 4th and final run, he maintained his lead…until he went sideways. It wasn’t a full 180 degree pivot, but it was enough to cost him the race – his last run was so bad that he went from 1st to 5th – no medal for him.

The announcers talked about the importance of consistency in the luge. It’s not about one great run – anyone can do that; but to win the Gold, you have to be consistently great.

Now, how do we build consistency in customer service? How do we make sure the three WOWs we provide aren’t overshadowed by the one stinker of an experience that we offer?

Consistency comes from an ongoing attitude of caring for the other. It comes from practice – what to say, how to respond, how to engage, how to resolve. It comes from identifying those situations that do or could challenge you the most (even if they’re only 5% or 10% of what you encounter) and developing approaches to deal with them.

Consistency comes from creating standards, templates, patterns, methods – and utilizing them over and over again. And consistency comes from doing things in a way that’s consistent with your values – who you want to be with and for others. To sum it up, consistency in performance comes from consistency in actions and attitudes.

Put the tools and habits in place to be great at customer service. Find consistency.

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How to Keep Your Cool – 2/6/18

Posted on February 6, 2018 in Customer Service Tip of the Week Please leave a comment


You’ve had a rough day. It seems like the complaints keep coming. You want to work through your projects, but you find yourself fighting fires instead. And then you get that call – it’s a customer with another complaint or your boss with another urgent request, and you’re going to lose your cool…but you can’t.

You have to take the call. You have to help the other person, but the more they talk or gripe or pull at you or pick at you, the more your temperature rises.

In times like this, remember the BBB technique:

  • Breathe – This can be one of the best things you can possibly do in times of stress. Deep breaths in, hold for a couple seconds, then breathe it all out. Make sure it doesn’t sound like you just ran a sprint, but let the breathing keep your body in check.
  • Break – It’s often a good idea to ask the person if they could hold for just a minute so you can do some research or tell them you need to briefly check on something relating to their topic. Once they’re OK with it, put them on hold – literally take a break (even if it’s just 30 seconds or a minute). It gives you time to gather yourself, to think to pause to breathe, and it even may give them time to settle down. When you come back on the line, immediately thank them for their patience.
  • Get Back-to-Basics – Focus on the facts; ask them for details. Have them tell you the basics – what happened (or what do they need) on what date, at what time, sent to what e-mail address. Literally write down what they’re telling you, and confirm it back to them. When you’re focused on data and they’re focused on data, emotions tend to dissipate.

 
When you feel the heat and your temperature is rising, get your cool back.

Employ the BBB technique.

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Get to Know Yourself Better – 1/30/18

Posted on January 30, 2018 in Customer Service Tip of the Week Please leave a comment


Confidence in your ability to deliver customer service is exceptionally important. I often quote Vince Lombardi who said “Confidence is contagious, and so is lack of confidence. And the customer can recognize both.”

Confidence is important to you and to the customer. It lets the customer know whether they can trust and believe you, or not. Should they follow what you say, or should they “answer shop?” Should they accept your explanation, or should they ask you 15 follow-up questions? Much of their response (and whether they end up wasting your time or the time of your co-workers) is based on your confidence.

So, what creates confidence?

Judith Bardwick (management consultant, psychiatrist, author) once said: Real confidence comes from knowing and accepting yourself – your strengths and your limitations – in contrast to depending on affirmation from others.

Starting with the last point first, don’t seek affirmation from others in order to drive your confidence. If you receive the compliments, then great! That’s a bonus. But don’t rely on someone else to do something for you in order for you to create a positive self-image.

Bardwick believes that being confident outwardly is based on your inward knowledge. Do you know your own strengths and weaknesses (or “limitations”)? Do you accept those? When I say “accept,” I’m not saying that you should refuse to improve, but at least be honest that that’s who you are at that specific moment.

Do this exercise to build your confidence in front of customers. Simply take out a sheet of paper, and write down 5-10 of your strengths that relate to customer service such communications, relationship-building, organizational skills, and other characteristics of people great at customer service. Then, write down 5-10 areas that are shortcomings or at least not your core strengths.

Then review the list. Tell yourself “yes, this is me at this moment. I am REALLY good at these 5-10. These other points are areas where I’m not great and may need to improve in the future.”

That knowledge and acceptance will help you to be more conscious of what to leverage when serving others (your strengths), and what situations to avoid or seek support in (your limitations).

Get to know yourself better to serve your customer more confidently.

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