Customer Service Tip of the Week

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Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

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

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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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A Story of Above and Beyond, Olives, Ellies, and Giant Babies – 9/20/16

Posted on September 20, 2016 in Customer Service Tip of the Week Please leave a comment


A giant baby store – let me rephrase – a baby store that’s huge (like a big box retailer, not a store for giant babies) can be intimidating for first-timers. So much merchandise, so many options, so much selection – all to care for an 8-pound little human.

These stores can also be intimidating for those who are very experienced with babies – although the most recent personal experience was decades ago. To whom am I referring? Yes, grandmothers.

Ellie is such a person – a wonderful grandmother who was invited to a neighbor’s baby shower, which meant a visit to the dreaded baby superstore. When Ellie entered, she thought she knew what she wanted, but she was overwhelmed with the store size and selection. Standing there in the cavernous confines of the store – looking around, partly amazed and partly bewildered, Ellie was greeted by Olive – an employee.

Olive asked Ellie if she could help, and Ellie described the first item she needed; then Olive walked with Ellie to the other side of the store and found the gift. Olive asked if Ellie needed anything else. There was one more item, and that resulted in a trek to a different part of the store.

Then Olive walked Ellie to the front to check-out, and as they reached the cashiers, Ellie noticed a table with giftwrap. Ellie asked what the table was for, and Olive noted that customers are welcome to wrap their gifts for free after purchase.

“Wow! That’s a great idea. Since you did such a good job of helping me with everything else,” Ellie said, “maybe you could wrap for me, too!” Ellie and Olive laughed, Ellie said thanks for the help, and she paid for her items.

As Ellie got her items together to leave the store, Olive showed up, greeted Ellie, and said “I’ll be happy to wrap those for you!”

“Oh no. That’s not necessary,” Ellie replied. “I was just joking.”

“But it was a great idea – I’m happy to help,” Olive finished.

So Olive wrapped the gifts, Ellie went on her way, and there was a story set to be retold numerous times.

Service Excellence is often about treating people special. Treat a customer special by doing for them that which they could do for themselves.

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Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16

Posted on September 13, 2016 in Customer Service Tip of the Week Please leave a comment


I received a request for help from an Information Technology call center representative. She wanted to better herself, but she had no access to corporate training. However, she clearly knew her needs – she had difficulty troubleshooting issues on the phone with customers.

She was communicating purely verbally – no written instructions for the user, no body language to read or convey. The representative sometimes got lost in the details of the issue, so it’s hard to help a novice user if the representative herself has difficulty keeping all the facts clear and top-of-mind. Also, the representative wasn’t always certain where the user was on the system versus where the representative expected the user to be during the resolution process.

So the representative wanted guidance – what were specific, tactical things she could do to better resolve issues on the phone? Here are some thoughts – although they’re written through the I.T. lens, they apply to any telephone troubleshooting situation:

  • Tell the customer that you’re going to ask several questions, and note why you’re asking (i.e., the better you can specifically know the issue and cause, the better you can give them the right solution).
  • Be patient with the customer – they probably are frustrated and may be overwhelmed.
  • Avoid acronyms and “tech terms” – the customers are probably not as knowledgeable as you.
  • Get to the root cause before you get to the solution. That way you can address it the first time without backtracking through resolution steps to alternative solutions.
  • If you get lost in the details, draw a picture of the issue and resolution process on a piece of paper (almost like a flow chart) while talking with the customer. That way, you don’t have to rely on your memory; you can see everything on one page. Possibly have standard bubbles on the paper that address key points including: hardware system, application/software, timing (time of day, day of week), frequency (first time or recurring), system messages, key issue occurring, etc.
  • If you have trouble explaining to the customer how to troubleshoot, walk them through the typical flow on your paper. Then, after each question or step they complete, confirm with the customer that they understand. Never go to Step 5 until you’re certain they’re done with Step 4 and you know where they are after Step 4.

Review these quick telephone troubleshooting tips, and tailor them to make the issue resolution process better for you and your customers.

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