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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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Make Complaints Constructive – 7/18/17

Posted on July 18, 2017 in Customer Service Tip of the Week Please leave a comment


Sandy aspires to be an excellent manager. She’s new to a leadership role and new to the organization. She’s come into her department with a ton of passion and energy. And now she’s in the middle of her “listening tour” – talking to different groups of employees, understanding the department’s history, its culture, and its approach to customer service.

In the middle of her third meeting, all her passion and energy started to get sapped – minute by minute, complaint by complaint. She was listening to staff, but it had turned into a gripe session. Literally nothing she was hearing was positive. Issue after issue was voiced. Sandy thought about asking – “What is something/ANYTHING positive going on in the department?”, but she didn’t want to have her staff feel like they couldn’t voice complaints to her or that she only wanted to hear positives.

So she asked a different question: What are some solutions to the issues we’re discussing?

Crickets. Nobody said a word, for 5 seconds, then 15, then 30.

Sandy gave into the silence and said: For example, what can be done differently, more consistently, or better relating to communications, planning, decision-making, relationship-building – just the general work environment?

And finally, people started offering ideas – not a ton of ideas, but it changed the dynamic of the conversation. The tone became less negative, and staff offered some great solutions to consider.

There are many lessons to learn from this, but let’s focus on two.

First, managers, listen to your staff. Communication is a 2-way street, and that bi-directional dialogue is great for understanding culture, morale, and even customer viewpoints from those closest to the customers – front-line staff.

Second, growth only comes through change and improvement, so complaints without solutions aren’t productive – they don’t lead to improvement and growth. Staff should support leaders with ideas to complement the complaints. Likewise, when dealing with complaining customers, sometimes asking the customer “What could we do to make this right?” or “What solution would help in this situation?” could make our lives as service providers easier – with customers offering solutions for us to consider instead of employees having to conjure up all the creative ideas themselves.

Do you have a complaint? Are you dealing with a complaining customer or employee? Consider tapping into the ideas of those complaining to identify potential solutions.

Make Complaints Constructive.

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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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