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Talk About Yourself to Build Customer Confidence - 4/16/24


When you’re dealing with somebody who is anxious or nervous about a situation, a customer who feels like they don’t have much control, an individual who is unsure and uncertain, it’s important to put the customer at ease.  It’s important to build their comfort level.  It’s important to help Read more

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

“You’re the Boss” - 2/20/24


Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to Read more

Customer Understanding Leads to Relationship Growth - 2/13/24


We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered Read more

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Avoid the Overpromise – 9/15/15 TOW

Posted on September 15, 2015 in Customer Service Tip of the Week Please leave a comment


Bill called tech support to ask about an issue with one of the company websites. After he gave the representative a brief description of the issue, the representative immediately and enthusiastically said “I can DEFINITELY help you with that!” After ten minutes on the phone, it became obvious that the representative couldn’t help and that his statement was merely a script.

The government employee received the building design plans from the architect and told him that the plans would be reviewed in 20 days. It was the first of the month, so the architect thought the plans would be reviewed by the 21st. On the 22nd, having heard nothing about the status of the plan review, the architect called the reviewer.

“No, they’re not ready,” said the reviewer. “I told you 20 days. It took us a couple days of administrative work to get these into review, then it’s 20 business days for review. Then it will take about 2-3 days to get the comments into the system for you to review and respond. So you should be able to review comments by the 5th of next month.”

These are two real-life examples of a company overpromising and a customer being upset with the result. In the website scenario, the employee conveyed hope – which can be good – but he made it sound so definitive that he set unrealistic expectations based on a brief understanding of the issue before knowing the true cause of the problem.

In the second case, the overpromise was due to communication issues. The statement “20 days” – while it seems straightforward – can mean two different things to two different people. There was no clarification of what that meant. If the employee said “the 5th of next month” from the start, there would have been no risk of overpromise.

When working with customers, convey hope if you think you can help, but temper it with a dose of realism. And when setting expectations for timeframes, be clear on what will happen and by when.

Don’t create the irate customer. Avoid the Overpromise.

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Consider Lack v. Lag – 9/8/15 TOW

Posted on September 8, 2015 in Customer Service Tip of the Week Please leave a comment


The assumption that we can make about an organization when we hear that there are “communication issues” is that there is a lack of communication. Management did not tell staff about changes. Certain departments are not communicating with other departments about what’s going on with customers. Co-workers are not communicating with each other about basic scheduling or day-to-day operational points.

And while the assumption that communication issues relate to a lack of communication is usually true, in many organizations the bigger issue with communications is the lag in communications.

The staff find out about policy or procedural changes, but the time they find out is when they’re given notice that they need to implement those changes. Without input into the decision to make the change or how the change would be implemented, and without knowing why the change is instituted, the employees are left with the responsibility of implementing something in a very short period of time without the benefit of planning it into their work schedule.

Sometimes the marketing department is rolling out some new messaging to their clients and prospective clients, and they share that information with the customer service area. But unfortunately they share that with the customer service area at the same time that they launch the messaging to the customers directly.

Employees schedule days off weeks in advance, or they take breaks. Although they do tell their co-worker, sometimes they tell them that they’re going to be off on Friday when it’s Thursday evening. Sometimes they mention that they’re taking a break as they are walking out the door.

The point is that it’s not only important to communicate, but it’s also important to think about the timeliness of communication and the impact of the timeliness on others. When you’re evaluating whether or not to share information with others, strongly also consider how soon you can convey that information.

Bring co-workers into the loop earlier to eliminate the lag in communications.

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Making the Most of Millennial Moments – 9/1/15 TOW

Posted on September 1, 2015 in Customer Service Tip of the Week Please leave a comment

Millennials are an exceptionally large and growing segment of the customer base of many businesses. They are a unique – and in some ways – demanding group. And when it comes to customer service, there are a few tricks of the trade to consider.

First, avoid the assumption that all Millennials are the same – that they’re all tech geniuses with little interest in two-way verbal communication. Millennials are as varied as baby boomers and Gen X. Still work to view each one as an individual, regardless of age.

Second, although they’re not all the same, they have stronger characteristics that many preceding generations. They are typically very tech savvy, so when communicating with them, the web-based, self-service option may be preferable to them. So “teach them how to fish” for the future while you’re fishing for an answer to their question in the present.

Third, realize that their definition of rudeness may differ from yours. Looking at a smart phone while engaged with an employee might seem rude to the staff person, but it’s part of the highly wired nature of the Millennial customer. Avoid the urge to react negatively to the customer; they don’t intend to be rude – they just haven’t learned the appropriate etiquette yet.

Fourth, realize it’s (almost) all about speed. Some Millennials are upset if a friend hasn’t replied to a text immediately; they’re upset if the website doesn’t load in 1-2 seconds. They get concerned if someone doesn’t “like” their social media post in the first 5 minutes. That expectation for speed impacts their desired customer service experience. They want swift responsiveness – provide it or be intentional about managing expectations immediately.

Finally, go for mutual respect. Speed isn’t everything; respect is huge to these customers. Although they’re young, they’re typically smart, opinionated, and understand they’re important. While the wisdom of age may not have become part of their top personal qualities yet, they want to feel respected.

When managing those Moments of Truth with Millennials, look at each one as unique, be an educator, be aware that they may not see their own perceived rudeness, be responsive, and convey respect.

Make the most of Millennial moments.

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