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Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

Highlight the Hidden Value - 7/1/25


Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive… “For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also Read more

Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

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Let the Customer Define Your Values – 4/7/15 TOW

Posted on April 7, 2015 in Customer Service Tip of the Week Please leave a comment


Why would I let someone else define my Values? I wouldn’t, and neither should you. So don’t let the title throw you for a loop. Instead, view the statement from a different perspective.

Most organizations which try to be intentional about their Mission and Vision also try to be intentional about their Core Values – those qualities that note what’s important to the organization, how their people work together, and how personnel relate to each other and those they serve.

A company could have Core Values such as entrepreneurship, teamwork, respect, responsiveness, openness, and customer-focus. To really live those Values, they need to ensure that the customer experience incorporates many of their Values.

What I’m suggesting is that the organization doesn’t ONLY get employees together to design the experience around those Values. In addition to that part of the process, let your customers define your Values – what do those Values mean to them?

This is best done in Focus Groups, but feel free to tap into any of your Voice of the Customer vehicles to solicit input. Ask them “What does a ‘respectful’ interaction look like to you when you’re talking with our staff?” Inquire about how they define ‘responsiveness,” asking what your organization could do to be responsive to their needs and issues. Ask them what ‘customer-focus’ looks like when they’re the client.

Words can mean different things to different people, and if you want your Values (the words you use) to lead you to a great customer experience, design that experience around your customers’ definition of the words.

Let the Customer Define Your Values.

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Define Your Personal Service Standards – 3/31/15 TOW

Posted on March 31, 2015 in Customer Service Tip of the Week Please leave a comment


Many clients are interested in our helping them develop Customer Service Standards and instilling them in their staff. Customer Service Standards are essentially documented expectations of how employees at all levels should treat both internal and external customers. The Standards note desired behaviors and attitudes of staff, and they align to the organization’s Mission, Vision, and Core Values.

But instead of waiting for your company to tell you what they expect, let’s take a step and define our own Personal Service Standards.

Essentially what I want you to ask yourself are 3 key questions:

  • What should my attitude be like, regardless of who I’m interacting with at the time?
  • What should be characteristics of my behaviors when interacting with others?
  • What should be the qualities of how I do my job and serve others, even when nobody’s looking?

To what standard do you hold yourself? What high level of attitude and actions should be just part of who you are, how you do business, and how you serve others?

Maybe the words that pop to mind are “proactive, courteous, engaged, and creative.” Maybe you’re “thoughtful, other-focused, respectful, and patient.” You could be the person who’s “organized, efficient, responsive, and solution-oriented.”

Think about what you expect of yourself. Then live to those expectations. Make the expectations you have of yourself drive you toward great experiences for those you serve.

Define Your Personal Service Standards.

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Are You Carol or Darrell? – 3/24/15 TOW

Posted on March 24, 2015 in Customer Service Tip of the Week Please leave a comment


Carol and Darrell are reception clerks at the local eye clinic. Each had a patient – essentially the same patient – walk up to them.

Carol looked up from her computer screen and said hello to the patient. The patient said he had an appointment with Dr. Jones at 9:00. Carol said “I need to see your insurance card.” She asked whether the patient wanted to do self-pay or run it through insurance. The patient was confused and asked whether the health insurance covered eye appointments. Carol said most people know when they come in if health insurance covers eye appointments, so the patient asked if Carol could check on the system for her, and Carol said she’d check. After 3-4 minutes of looking at the screen in silence, Carol said “We’re out-of-network. What would you like to do?” The patient asked whether that mattered, and Carol said “it’s $150 self-pay, but it could be over $300 if you used insurance,” so the patient opted for self-pay. Carol completed the transaction by taking a deposit, printing the paperwork, and directing the patient to the waiting room.

Darrell stood and smiled at his patient, introduced himself, and asked how he could help the patient. The patient said she had an appointment with Dr. Smith at 9:00. Darrell said “Great! If you have insurance, I’ll pull it up on my computer for you. Do you have an insurance card with you?” Darrell looked at the card and said, “Now there are two ways patients can pay for their appointment. The first is self-pay (and Darrell noted why some people to prefer that method). The other is with insurance; I checked your insurance, and it appears that your insurance does cover one exam per year, but unfortunately, our clinic is out-of-network, which means the charge will most likely be over $300 if you use your insurance. So would you prefer the self-pay option or using insurance?” The patient said she’d definitely prefer self-pay, and Darrell responded that he’d just need a credit card for payment. Darrell completed the transaction, printed the paperwork, thanked the patient for coming in, noted that a technician named Margaret would call her name within about 5 minutes, and showed the patient where she could wait. “Is there anything else I can do for you” Darrell asked. The patient said “no, thank you,” Darrell thanked her again for coming in today. The patient smiled and walked to the waiting room.

These are two simple stories that end with two questions.

Are you Carol or Darrell? Are you Good or Great?

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