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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

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

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Where Do You Hang Your Customer Service Hat? – 8/30/16

Posted on August 30, 2016 in Customer Service Tip of the Week Please leave a comment


When I work with Billy (one of our tech team members) on a survey, he is ultra responsive to e-mails, replying quickly, answering my questions, and providing guidance.

Karen is a joy to work with on project. She’s very organized, exceptional at planning, and before I ask for a status or request an update, she sends it to me – as if she’s reading my mind.

Robin juggles many balls as the office manager. She’s got billing, staff supervision, issues with office equipment, and other activities to address on a daily basis. But when she’s talking to a tenant, it’s as if she has only one job – making that individual feel like the most important person in the world.

When I talk with Mary Elizabeth and share a potential partnering opportunity, she’s very excited – for ME! To her, it’s about what she can do to help me, not what she can get out of it.

Chess is always trying to make things better. When he asks a question, comes up with an idea, or makes a suggestion, it’s always done to improve the service to his clients, develop his staff, or support me in some way.

These are my quick perspectives on five individuals I work with all the time. Some are partners, some are customers, and in some cases – I’m the customer. But regardless of what the main relationship is, at some point I’m serving them or they’re serving me. It’s an ongoing customer service mindset they have regardless of whom they’re addressing.

The perspectives I have on them are based on my assessment of our interactions – my evaluation of their approach to communicating with and serving others.

What do your clients and co-workers think of you when assessing your service? What’s your personal customer service brand?

Identify where you “hang your hat” in customer service – make it what makes you different/special.

Hone your own customer service brand.

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Apply this Twist on Twain – 8/23/16

Posted on August 23, 2016 in Customer Service Tip of the Week Please leave a comment


Mark Twain said “A letter written in passion is a mistake…It usually wrongs two persons, and always wrongs one – yourself.”

Twain is using the word “passion” to address anger, frustration – more negative emotions. And while letter-writing in the 21st century is seemingly falling by the wayside, we can apply his quote to e-mails – particularly business e-mails to customers and co-workers.

With this perspective in mind, here’s another Mark Twain quote: “When you get an exasperating letter, what happens? If you are young, you answer it promptly, instantly – and mail the thing you have written. At forty what do you do? By that time you have figured out that a letter written in passion is a mistake in ninety-nine cases out of a hundred.”

These statements were made 104 years ago, but they apply today. When putting something in writing and mailing (or pressing “send”), you can’t take it back. The message can be moved onto a social media post, into the newspaper, or into your supervisor’s inbox in a minute. Just as importantly, it can be taken to heart by the recipient immediately. And all of these results could result in your looking bad to customers, peers, supervisors, and the public at large.

Emotions and e-mail rarely mix well. They’re the oil and water of communications, and unless you’re exceptional at conveying your “passion” with the written word, consider a pause before pressing send. Consider having a dialogue with the other – a communication that enables tone and body language to be involved, hopefully positively.

Don’t wrong yourself. Pause before pressing send when passion is involved.

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Tell Them the MOST Important Point – 8/16/16

Posted on August 16, 2016 in Customer Service Tip of the Week 1 Comment


I’m wordy. Brevity isn’t my gift. In high school, some of my sports teammates called me The Rambling Man.

I was once in a meeting at a hospital with a COO who asked my opinion on an important decision they were to make. I waxed eloquently about the pros and cons of each option, offering very sound, salient points. After a couple minutes of my wisdom, the COO responded “Therefore?”

“Oh!” I replied. “We should go with Option A.”

What the COO really wanted was my “Therefore,” but I was more focused on all the rationale that led up to my recommendation.

When you’re dealing with a customer, sometimes it’s easy to fall into the trap of providing so much background or detail in a situation that we forget to emphasize (or even say) WHY all that information is important and what specifically should be done.

Here’s another example: When we conduct mystery shopping engagements for clients, sometimes the shop consultants will ask the employee a question about a need or issue, and the employee rambles through 37 potential services without ever recommending something specific based on the specific customer’s need.

All these points (am I rambling again?) come down to the main point. Before you respond to the customer, ask yourself “What is the most important thing I could tell them?” or “What do THEY care about most?” or “What do I suggest happen in this situation?”

Ask yourself the key question to ensure you give them clearly, specifically, and succinctly what they need.

Remove the Rambling. Tell them the MOST Important Point.

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