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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

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Lessons from the Beast – 1/19/16 TOW

Posted on January 19, 2016 in Customer Service Tip of the Week Please leave a comment


My daughter loved the movie Beauty and the Beast. Just to set the story for everyone, it’s about a young woman – Belle – who loved to read and the Beast who loved her. Initially, the Beast imprisoned her, hoping he could get her to love him so the curse that turned him from Prince to Beast would be removed. Later he released her, and they fell in love.

Oftentimes, as customer service people, we try to find the prince inside the beast of a customer. We try to look for the good in the person ranting, raving, and being unreasonable. If all we focus on is that exterior ugliness, then we may not want to provide a solution or an answer – we may not even want to help.

But this tip isn’t about how we see the beast of a customer; this tip is about a positive we can learn for ourselves from the Beast himself – the man with the ugly exterior yet the heart (literally) of a prince.

I’m certain that most everyone reading this CSS Tip of the Week is a kind, caring person – one who wants to help others and better his or herself. And while having that pleasant, positive, and helpful inner core is great, the question is: Will our outside show what our inside is all about?

It’s not enough to be caring. We have to convey caring.

It’s not enough to work on a problem for a customer. We have to let them know what we’re doing and when it will be done.

It’s not enough to be pleasant. We need that to shine through in our face and our voice.

It’s not enough to be engaged. We need to let our eyes and questions share that interest.

We need to first know who we are and what we want to be FOR others. Then we have to be intentional about becoming that, and becoming that WITH the other person knowing it.

Show others your service side.

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Stop the (Negative) Chatter – 1/12/16 TOW

Posted on January 12, 2016 in Customer Service Tip of the Week Please leave a comment


A friend recently shared her negative customer experience with me. While waiting in line at a grocery store, employees complained loudly between the checkout registers about their frustrations with how slow the system was at the time. Not only were they upset with the registers, but they were sharing it with every customer within earshot.

At the same time, ironically enough, her husband was waiting in an interminable line at his physician clinic. The check-in line was moving at snail’s pace, and when he finally made it to the front, he understood the reason for the delay – the new computer system was down, and they were working off manual schedules, documenting all clinical and billing information on hardcopy. Behind the frustrated registration clerk were her co-workers loudly proclaiming their anger with the computer system, the IT people who are charged with keeping the system running, the people who decided to install this system, and any other employee they could think of blaming.

These technology issues were obviously frustrating for the employees, and anyone who’s seen the BSOD (Blue Screen of Death) or just sat while the computer’s hourglass rotates on the screen FOREVER understands the frustration.

But the point here is that the technology experiences were not good for the customer either. Negativity loudly spewed out of the employees in front of the customers, and the whole atmosphere suffered the collateral damage. Instead of the employee issues engendering empathy from customers, the employees complaining made these two customers not want to return.

Here’s a question to consider: What customer wants to spend their money to be in an environment of negativity?

The next time some internal issue happens, try to keep the negative chatter to a minimum when in front of the customer.

Don’t let your frustration be the reason the customer never returns.

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A Discreet Twist on Confidentiality – 1/5/16 TOW

Posted on January 5, 2016 in Customer Service Tip of the Week Please leave a comment


HIPAA. If you’re in healthcare, you know what that means – HIPAA is all about information privacy. If you’re a parent with a child going to college, you’re probably familiar with the laws protecting your child from having to share their school information with…you!

If you’re in a financial-oriented or retail (or most other) type of business, I’m sure your company is concerned with keeping social security numbers and credit card numbers confidential.

Confidentiality and privacy are embedded in many big corporate initiatives, policies, and laws. But let’s take a twist on confidentiality that’s not simply a governmental or organizational requirement – instead, it’s a component of great customer service.

When thinking about how to best provide service to your clients, consider the term “discreet.” Being discreet with client information means keeping the information and their concerns private unless absolutely necessary. It means respecting them and the details of their situation. It means not sharing the client’s details with others for the sake of sharing; it means appropriately using and sharing the information only for the benefit of the customer.

View “discreet” as holding difficult conversations with customers in a more private room. It means not repeating personal information like their cell phone number, hotel room number, or e-mail address loudly for other customers to hear. Discreet requires that we’re aware of our surroundings and aware of the responsibility we have to be professional and respectful of client-specific information, issues, emotions, and needs.

What does “discreet” mean to someone in your business, and how does that present itself differently when talking with the customer on the phone or face-to-face? In your business, when should you be discreet in sharing one client’s information with other clients or with co-workers?

Take a twist on confidentiality. Be discreet with the customer and their information to provide the best customer experience.

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