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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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Flip the Script – 6/6/17

Posted on June 6, 2017 in Customer Service Tip of the Week Please leave a comment


Patti had had enough. Her cable was out, so she called the cable company, and after holding for close to 20 minutes, she got a call center representative on the phone.

After sharing the problem with the employee, Patti was told that the cause of the issue was in the home. She was told several different steps to take to reboot, reconfigure, or reset her system. Nothing worked.

Unbeknownst to Patti, at the same time, roughly 20 neighbors were also interacting with the cable company, dealing with the exact same issue, and the solutions weren’t working for any of them.

It’s probably apparent to you now what was happening. The 20+ customers couldn’t fix the issues in their homes because the issue wasn’t in their homes. The issue was cable-related outside the homes. Initially, the cable company didn’t know it, so – initially – they wasted their time and the time of the customers in trying to have the customers resolve the unresolvable issue.

Sometimes to see what should be done, we have to look at an example of what should not have been done.

Let’s flip this script.

What if the cable was never down? Or if it was down, what if the company would have sent a notification to customers sharing the concern and the action they were taking to investigate – with a time set for the next communication?

What if Patti called, but the wait was less than one minute, and the employee greeted with a name and an immediate understanding of the issue based on the phone number calling? The employee knew about the communication the company had sent, was empathetic, patient, and apologetic. What if the employee explained the process of researching the issue, provided typical resolution timelines (or at least reasonable expectations), and promised a follow-up e-mail at the customer’s request?

One interesting and easy way to envision great customer service is to first envision or discuss a horrible experience. Break down what went wrong, and then build up an example experience that would illustrate what it would have looked like had everything gone right.

To get better, flip the script.

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Why Your Customers Would Leave – 5/30/17

Posted on May 30, 2017 in Customer Service Tip of the Week Please leave a comment


We’ve written several TOWs over the years on Client Relationship Development, Touch Point Planning, and Retention & Growth strategies, and all – in some way, shape, or form – address Retention Drivers. We’ve offered many examples of Retention Drivers for particular industries like Sports, but let’s discuss how you determine the specific Retention Drivers for your business.

Why do customers stay with your company…and why would they leave?

Here are several questions to consider in order to uncover your customers’ unique retention drivers:

  • Why did they buy from your business in the first place, and is that part of the reason why they would buy again?
  • What aspects of their experience in working with your business have a significant impact on their decision to buy again?
  • What is it about the brand or reputation of your company that resonates most with them – and makes them want to be affiliated with you as a customer?
  • How much do they value having strong customer service and account relationships with your organization and your people?
  • How do they define “value,” and how important is value in their decision to return?
  • What is the most important factor in determining their willingness to return, and how do they perceive that your organization performs in that factor versus competitors?

Note that most of these questions focus on what’s MOST IMPORTANT to them and what actually drives decision-making. Keep in mind that many people will say that Price or Convenience or Customer Service or Speed of Delivery is important to them, but what actually causes them to choose Company A v. B?

Also note that these questions force us not to make assumptions. For example, don’t assume that the reason they bought first is why they continue to buy. Don’t assume that how you define your company’s competitive advantage matches how your customer perceives your business v. competitors.

Ask yourselves these questions (better yet, ask your customers), and learn their unique Retention Drivers.

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Self-Scouting – When it’s all about You – 5/23/17

Posted on May 23, 2017 in Customer Service Tip of the Week Please leave a comment


Every professional football team scouts its next opponent. To scout, you look at the other team. What’s their style of play? Who are their stars? What are their tendencies? What are their strengths and weaknesses?

The better the team knows its opponent, the better it can plan to perform its best – trying to mitigate the other’s strengths and capitalizing on its weaknesses.

But these teams also “self-scout.” They analyze their own team as if they were the upcoming opponent. They evaluate themselves just like an opponent would do so. It’s a way for the team to assess and improve itself. Self-scouting is a tool used to continually stay self-aware, fresh, and improvement-oriented.

So if you’d like to be a little more self-aware, fresh, and improvement-oriented, try a little self-scouting.

What is your communication style? Are you energetic or flat? Are you proactive or reactive? Do you ask, or are you passive? Are you overly chatty or concise? Then ask yourself whether any aspect of your style could be improved to have more effective outcomes, more efficient conversations, more relationship-building rapport.

In what ways are you a star? Is it your energy, attention to detail, follow-through, or organizational skills? Does your team-oriented way of supporting others or your natural method of engaging people make you stand out? Answer these questions, and find ways to “Strengthen Your Strength.”

What are your tendencies? Do you talk over the customer or – conversely – let them go on talking forever? Do you think too much about other things (or do other things) when engaged with the customer? Does your patience wane late in the day? Are you too critical of yourself? Of others? Of the customer?

Getting better requires that we understand how we are today – our style, our strengths, our tendencies.

Do a little self-scouting.

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