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While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

2025 Holiday Poem - 12/23/25


We hear the word change And that change can be good, But we like things to stay same, And sometimes they should.   The weather can be wet And then dry as a bone. We know things will change, Even if all left alone.   Our customers change. Our co-workers do, too. It seems like our resources Are often too few.   The technology Read more

Make the Long Wait Feel Shorter - 12/16/25


When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, Read more

When Kindness Means More in Customer Service - 12/9/25


Since a large part of the work we do at CSS includes customer research, we have seen tens of thousands of comments over the years about staff, and it is great to hear the positives that customers, fans, and account holders say about our clients’ team members. One word that Read more

Don’t Create the Second Complaint - 12/2/25


Maria was upset.  Rightfully so.  The product delivery was delayed, she couldn’t get anybody on the phone, and nobody would reply to her e-mails.  So, she went down to the store, and she found a customer service representative. After the initial greeting, the employee listened to Maria’s complaint.  While Maria Read more

Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend 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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