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Everybody Doesn’t - 2/25/25


Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he Read more

A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

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Avoid the Overpromise – 9/15/15 TOW

Posted on September 15, 2015 in Customer Service Tip of the Week Please leave a comment


Bill called tech support to ask about an issue with one of the company websites. After he gave the representative a brief description of the issue, the representative immediately and enthusiastically said “I can DEFINITELY help you with that!” After ten minutes on the phone, it became obvious that the representative couldn’t help and that his statement was merely a script.

The government employee received the building design plans from the architect and told him that the plans would be reviewed in 20 days. It was the first of the month, so the architect thought the plans would be reviewed by the 21st. On the 22nd, having heard nothing about the status of the plan review, the architect called the reviewer.

“No, they’re not ready,” said the reviewer. “I told you 20 days. It took us a couple days of administrative work to get these into review, then it’s 20 business days for review. Then it will take about 2-3 days to get the comments into the system for you to review and respond. So you should be able to review comments by the 5th of next month.”

These are two real-life examples of a company overpromising and a customer being upset with the result. In the website scenario, the employee conveyed hope – which can be good – but he made it sound so definitive that he set unrealistic expectations based on a brief understanding of the issue before knowing the true cause of the problem.

In the second case, the overpromise was due to communication issues. The statement “20 days” – while it seems straightforward – can mean two different things to two different people. There was no clarification of what that meant. If the employee said “the 5th of next month” from the start, there would have been no risk of overpromise.

When working with customers, convey hope if you think you can help, but temper it with a dose of realism. And when setting expectations for timeframes, be clear on what will happen and by when.

Don’t create the irate customer. Avoid the Overpromise.

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Consider Lack v. Lag – 9/8/15 TOW

Posted on September 8, 2015 in Customer Service Tip of the Week Please leave a comment


The assumption that we can make about an organization when we hear that there are “communication issues” is that there is a lack of communication. Management did not tell staff about changes. Certain departments are not communicating with other departments about what’s going on with customers. Co-workers are not communicating with each other about basic scheduling or day-to-day operational points.

And while the assumption that communication issues relate to a lack of communication is usually true, in many organizations the bigger issue with communications is the lag in communications.

The staff find out about policy or procedural changes, but the time they find out is when they’re given notice that they need to implement those changes. Without input into the decision to make the change or how the change would be implemented, and without knowing why the change is instituted, the employees are left with the responsibility of implementing something in a very short period of time without the benefit of planning it into their work schedule.

Sometimes the marketing department is rolling out some new messaging to their clients and prospective clients, and they share that information with the customer service area. But unfortunately they share that with the customer service area at the same time that they launch the messaging to the customers directly.

Employees schedule days off weeks in advance, or they take breaks. Although they do tell their co-worker, sometimes they tell them that they’re going to be off on Friday when it’s Thursday evening. Sometimes they mention that they’re taking a break as they are walking out the door.

The point is that it’s not only important to communicate, but it’s also important to think about the timeliness of communication and the impact of the timeliness on others. When you’re evaluating whether or not to share information with others, strongly also consider how soon you can convey that information.

Bring co-workers into the loop earlier to eliminate the lag in communications.

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Making the Most of Millennial Moments – 9/1/15 TOW

Posted on September 1, 2015 in Customer Service Tip of the Week Please leave a comment

Millennials are an exceptionally large and growing segment of the customer base of many businesses. They are a unique – and in some ways – demanding group. And when it comes to customer service, there are a few tricks of the trade to consider.

First, avoid the assumption that all Millennials are the same – that they’re all tech geniuses with little interest in two-way verbal communication. Millennials are as varied as baby boomers and Gen X. Still work to view each one as an individual, regardless of age.

Second, although they’re not all the same, they have stronger characteristics that many preceding generations. They are typically very tech savvy, so when communicating with them, the web-based, self-service option may be preferable to them. So “teach them how to fish” for the future while you’re fishing for an answer to their question in the present.

Third, realize that their definition of rudeness may differ from yours. Looking at a smart phone while engaged with an employee might seem rude to the staff person, but it’s part of the highly wired nature of the Millennial customer. Avoid the urge to react negatively to the customer; they don’t intend to be rude – they just haven’t learned the appropriate etiquette yet.

Fourth, realize it’s (almost) all about speed. Some Millennials are upset if a friend hasn’t replied to a text immediately; they’re upset if the website doesn’t load in 1-2 seconds. They get concerned if someone doesn’t “like” their social media post in the first 5 minutes. That expectation for speed impacts their desired customer service experience. They want swift responsiveness – provide it or be intentional about managing expectations immediately.

Finally, go for mutual respect. Speed isn’t everything; respect is huge to these customers. Although they’re young, they’re typically smart, opinionated, and understand they’re important. While the wisdom of age may not have become part of their top personal qualities yet, they want to feel respected.

When managing those Moments of Truth with Millennials, look at each one as unique, be an educator, be aware that they may not see their own perceived rudeness, be responsive, and convey respect.

Make the most of Millennial moments.

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