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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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Great Customer Service is the Opposite of Election Politics – 10/11/16

Posted on October 11, 2016 in Customer Service Tip of the Week Please leave a comment


Is anyone tired of the U.S. elections already, even though they haven’t taken place yet?

At the national level and also at the local level, politics seems to be driven by an endless series of slogans, trite sayings, and jargon. They include brief words, phrases, or labels trying to get us to love one candidate or detest the other.

Candidates paint with broad brushes when describing ideologies, ethnicities, and characteristics of their opponent or those whose vote they want to impact.

Great Customer Service is different. In many ways, it’s the opposite. Great Customer Service is about the 1-on-1, not the categorization of the masses.

Great Customer Service requires that I must view you as an individual, a unique person with your own gifts and talents, your own issues and priorities. I cannot take you for granted based on how you look or what you say. I cannot judge you or your situation based on the question at hand or the manner in which you present yourself.

I can’t rely on the superficial. To be empathetic, to truly help, I need to be willing to go deeper. I need to care enough about you and your needs to ask questions, to listen, to allow you to paint the picture of the uniqueness of your situation.

I can’t force you into a group; I must allow you to create an impression of the unique you.

When trying to help someone, don’t let the superficial or their first impression result in your prejudging them – whether that judgement be good, bad, or indifferent.

To be great at customer service in those 1-on-1 moments of truth, strive to view the other person as one who is unique.

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A Customer Service Week Top 10 List – 10/4/16

Posted on October 4, 2016 in Customer Service Tip of the Week Please leave a comment


Why is Customer Service Week important? It’s an opportunity to recognize wonderful staff, convey appreciation to customers, and reinforce the great that customer service can do for organizational success.

To that last point, here are the Top 10 ways that Customer Service Teams benefit the organization:

  1. Issue-resolution – They fix problems that are created elsewhere in the organization by addressing customer issues with company products, processes, and people.
  2. Collaboration – Customer Service Teams bridge the gaps between siloed departments to bring all the corporate tools and resources together to meet the client’s needs.
  3. Relationship-building – They grow relationships with customers, creating an affinity for the organization all while customers may be complaining about the product.
  4. Maximize Revenue – Customer Retention reduces lost revenue, so great Customer Service Teams make life easier for Marketing and Sales departments who don’t have to uncover as much new business tomorrow because of business lost today.
  5. Positivity – They create a more balanced environment of positivity, recognition, and relationship-building in organizations that would otherwise focus almost exclusively on accountability and cost-control.
  6. Long-term Thinking – Great Customer Service Teams help foster a long-term, retention-culture in organizations often overrun with short-term thinking.
  7. Continuous Improvement – They identify recurring issues, and share those with others in the organization to uncover permanent solutions.
  8. Drive Innovation – Customer Service Teams are continuously learning what issues, needs, goals, and trends customers have – and how they’re changing. These employees can serve as the “Voice of the Customer,” identifying changes in customer wants and needs that drive innovation.
  9. Competitive Advantage – Great customer service is a huge differentiator for companies, especially those where products or pricing varies little from business-to-business.
  10. Reputation – Great Customer Service Teams make your business look good. They’re often the “last impression” after a product purchase – when there’s a question, concern, issue, or need for follow-up.

Recognize the great Customer Service Teams that make your organization a greater success!

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When Conflict is Good – 9/27/16

Posted on September 27, 2016 in Customer Service Tip of the Week Please leave a comment


Blake and Mary were in a heated discussion at work. The rest of the people in the meeting were a little uncomfortable, and they squirmed in their chairs. As the dialogue got more quiet, others began to chime-in – everybody adding their own “two cents,” and then there was quiet for about five seconds.

Jennifer – the team leader – then said, “So based on what I’ve heard, the best option for the customer and our growing workload is to go with Option B, but we’re going to delay the launch until February 1st. Is that what we have agreed to and will support?”

Everybody nodded their heads. Blake said “definitely.” Mary said “that works well.”

There was conflict. There was debate. There were multiple people in the room coming in from all different perspectives. It was uncomfortable. It was emotional.

And it was great!

Conflict can be good, especially when a team at work is debating a course of action to take, and they’re trying to make the best decision possible. Conflict is healthy, especially when that “best decision” is the focal point of conversation, and the debate doesn’t attack the individuals. Instead, it’s an important discussion of issues and ideas, of solutions and decisions.

And it’s not boring.

Do you want interesting and collaborative discussions – conversations that end with the best decision possible?

Then embrace healthy conflict. Embrace the right kind of debate that leads to the best solution.

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