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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

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

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Turn it Off – 12/27/16

Posted on December 27, 2016 in Customer Service Tip of the Week Please leave a comment


Prior to starting Customer Service Solutions, Inc., I worked as an internal consultant in a large urban hospital. To help the leadership quickly gauge overall performance of individual departments and create a focus on key metrics for individual department heads, my team was charged with creating “Excellence Reports.” These were brief reports which highlighted the 1-3 most important metrics for each department.

For the first 12-18 months, my team compiled the metrics and created reports, and the reports fostered great dialogue with department heads about how to use the information, the causes of downward trends, and how to best share the information.

Then for about a 2-month stretch, it was crickets. I received no questions or feedback from any department heads. So I went to my COO, told him the situation, and asked what he’d suggest. I thought he’d recommend creative ways to re-engage the managers, to reconfigure the reports, or to adjust my communications.

Instead, the COO said “Turn it off.”

“What?”, I replied. He said “Turn it off. If they start calling and asking where the Excellence Reports are and are wanting the data, then you can inquire about how it’s being used, it’s value, etc.”

So I turned them off. One month passed – no contact from managers. Two months passed – no contact from managers. The crickets continued.

Sometimes we start something in work that has great purpose and value, but if we’ve been holding that meeting, sending that memo, creating that report for years, at some point we have to question if it’s still of value to others, if it’s still worth my time to produce, if it really helps me to better serve my customers.

If not, then consider turning it off. It could save everyone time and release at least one of the many things you’re responsible for in the new year.

Once in a while consider turning it off.

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2016 Holiday Poem – 12/20/16

Posted on December 20, 2016 in Customer Service Tip of the Week Please leave a comment

There are a thousand things to consider, a thousand things to do
And as we get near year-end, our focus should be just a few.

Just like the thanks at Thanksgiving that we all seem to share
Our priorities should be on the who, definitely not on the where.

We travel and visit; we shop and we wrap.
We rush over there, and we run to buy that.

But the who of the that and the who that is there,
Is the what’s most important at this time of year.

Please take time to refresh yourself in the presence of those
Who love you and care for you in the way that you choose.

For in the coming year, we’ll be asked to serve others
So we need time to rest and be cared for by brothers (and mothers).

Enjoy your time away, let the full mind settle to dust
May your holidays bring great joy and rest with those whom you trust.

Hoping you rest, recreate, and get renewed and inspired during a happy holiday!

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Don’t Let 2 Great Employees Deliver a Lousy Experience – 12/13/16

Posted on December 13, 2016 in Customer Service Tip of the Week Please leave a comment


When Daymond called his local auto service center, he needed to talk to someone in the parts department. A couple items on his SUV had broken recently, and he knew he could replace them himself. Daymond spoke with Marty, who was very patient, found Daymond’s car in the system, and identified the VIN to get the exact right part in the right color. It took Marty several minutes to determine what was available, but Daymond appreciated the effort. They had the rear window washer nozzle in stock, but they didn’t have the luggage rack cover available; Daymond could pay for both when he arrived, and they’d order the rack cover at that time. It was an 8-10 minute conversation, and Daymond was pretty happy about the game plan.

Upon his arrival an hour or so later, Daymond was greeted by a very friendly employee named Janet. Daymond noted that he spoke with Marty and was there to pick-up the parts. Janet then started asking the same questions about the auto, looking for the VIN in their system. Daymond – interjected – “Is Marty here? I had this discussion about an hour ago, and he has all the information; I’m just here to pick up, pay, and go.”

“Unfortunately, he’s not here,” Janet replied.

“Did he take notes and leave the parts for me?” asked Daymond.

“I don’t see any notes on paper or in the system, so I guess not,” said Janet.

So Janet proceeded through the same questions, the same 8-10 minute conversation repeated over again, and the same result was delivered as Marty promised. Daymond walked away with one part in hand and one ordered.

If Daymond was to have judged either Marty or Janet individually, he would have given them relatively high marks; however, when he judged the experience, the score would have been low. It was redundant – where he was asked and he answered the same questions twice. To either employee, it may have seemed like a normal encounter, but it wasted some customer time, created customer frustration, and was also inefficient from the organization’s perspective. In other words, it wasted staff time, too.

The next time you talk with a customer, if they tell you that they’ve already told someone their story, please apologize to them. But don’t stop there. Find out how a customer can be put in a position to tell the same thing to multiple people; then find ways to eliminate the redundancy.

Don’t let two great employees deliver a lousy experience.

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