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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

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

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The Over/Under of Ted’s Talking – 2/14/17

Posted on February 14, 2017 in Customer Service Tip of the Week Please leave a comment


Ted was like many employees new to the world of customer service – great intentions creating great enthusiasm resulting in great big mistakes with the customer.

How?

The female customer asked a question (or Ted heard at least part of the question), and it triggered something in Ted’s mind. He knew the answer. He wanted to help, and BAM! He just started talking – fast and energetically. He verbally “ran over” the customer. Talking over her with his answers. He was delivering, but she was being taken aback. He thought of himself as helpful, but she thought of him as rude, not letting her finish, interrupting her in mid-sentence.

Sometimes Ted didn’t know the answer, but – again – he REALLY wanted to help. So with the customer talking, he’d turn to a co-worker and quietly start asking his more experienced peer some questions. Unfortunately, he wasn’t so quiet that the customer couldn’t hear that Ted was saying something. He was talking “under” the customer, not interrupting, per se, but talking to others while the customer was talking was coming off as rude – like the customer wasn’t worthy of Ted’s attention.

Over time, Ted was still the same energetic person as when he started, but he became more self-aware. When he would feel himself interrupting, he’d pause and say “Oh! I’m sorry. Please continue; this is really helpful.” And if he needed to ask a co-worker for guidance, he’d patiently wait for a pause from the customer, ask permission for a minute to investigate the right course of action to best help the customer, and he’d move the call to a hold.

Enthusiasm is a wonderful gift. Don’t quash it in yourself or others, but also don’t let the enthusiasm in conversations convey rudeness.

Learn the Lessons from Ted’s Talking.

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Avoid Hearing Only Complaints – 2/7/17

Posted on February 7, 2017 in Customer Service Tip of the Week Please leave a comment


I was meeting with a client’s leadership team recently, and we had some interesting conversations about how to measure customer satisfaction. While most in the room wanted to measure with – well…measures – one of the executives preferred to rely on subjective information – was she receiving complaints? Was she hearing from “Raving Fans” of her departments?

The problem that many in the room had to the subjective approach was this – her department was an internal service department. In other words, her department served employees, not the consumer. How many employees are going to go out of their way to rave about Human Resources? To pick up the phone and call the IT department to say “you guys are great!” To write a personal note to Finance singing their praises? The answer – not many. Few unsolicited praises come, but often unsolicited complaints can arise.

The group decided there needed to be a mix of the objective and subjective feedback. It was clear how to get to the objective feedback through surveys, but how do they get the subjective?

The answer is in the approach. When one relies on the “Unsolicited” feedback, you’ll tend to subject yourself to hearing mostly negatives, particularly if you’re an internal service department or an organization with some sort of regulatory function (like many local governments).

To get the subjective customer input, solicit. In the one-on-one contacts, ask “How was your experience in working with us today?” or “Did we address your need?” or “Did this visit meet your expectation?”

More strategically – as an organization – determine how to systematically get that subjective feedback. Hold routine customer focus groups. Have an advisory council of top customers. Have “coffee with our director” sessions. Hold the occasional customer Town Hall. Make rounds with customers for 1-on-1 meetings on a routine cycle.

Find ways to solicit the subjective feedback.

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Don’t Multiply Your Troubles – 1/31/17

Posted on January 31, 2017 in Customer Service Tip of the Week Please leave a comment


What could go wrong? I need to figure that out so I can be prepared to respond in the right way. I need to anticipate the issues that could arise so that I’m prepared for them. After all, failing to prepare is preparing to fail. What are all the roadblocks that I could encounter? I must know them so that I can plan to overcome or avoid them.

While these are good planning-oriented statements, true in life and business, there’s a slippery slope that we must avoid – for our mental health if for no other reason.

Thinking ahead, understanding the worst that can happen, anticipating the issues that could arise – these may all be good things. But keep in mind that – even with the best planning and best intentions – bad things will happen. People will still be upset. Co-workers will still drop the ball. Issues will arise.

We can’t try to be such good planners and anticipators that we not only have to deal with the inevitable issues that will come up today, but we also continuously think of the issues that could happen tomorrow. Imagine our minds being occupied by today’s complaint, and once that’s done we worry about tomorrow’s complaint. We’re dealing with a co-worker’s lack of quality today that ticked off a client; then later we’re worried about the potential for that to happen tomorrow.

With this approach, we’re essentially multiplying our troubles. Adding to the real, tangible issues of today with the “what if” potential issues of tomorrow.

Yes, plan for the future and anticipate how to respond when bad things happen so you’re more prepared for those times when they do arise.

But don’t let the possibility of issues consume your mind. Better service, better days come from a healthier mindset – one where we’re optimistic about tomorrow; we’re hopeful about the future; we envision success.

Yes, plan for what could happen in the future; but avoid occupying your mind with negative “what ifs.”

Don’t multiply your troubles.

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