Customer Service Tip of the Week

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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

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

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Address the Expectations that Were Set – 8/26/25

Posted on August 26, 2025 in Customer Service Tip of the Week Please leave a comment

Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed to them as they began using the services provided by Marco’s company.

All those communications, all that information set an expectation in the caller’s mind.  Now it was up to Marco to respond to the complaint, the comment, the momentary confusion of the customer.  That complaint, comment, confusion were the result of expectations set through all those communications, and expectations not met through the actual service delivered.

For Marco to best handle the situation, he had to know the content of the marketing collateral, the sales conversation, the website onboarding information, and the information e-mailed to new customers.

It’s hard enough dealing with somebody who’s angry or they’re upset, they’re confused or flummoxed, or they’re seeking clarification or confirmation of information. It’s doubly difficult if you don’t know what precipitated all of those emotions and questions.

Luckily, Marco was well-aware of the communications customers receive, and the company is good enough to provide information between the different divisions so everybody can stay aware of the freshest set of information that goes in front of customers.

While being great at customer service often requires us to be great in that Moment of Truth, sometimes the success of those conversations is based on what happens before that customer engagement.

It’s when individual staff like Marco take time during downtime (or they allocate a little bit of time every day) to make sure they understand what’s being communicated to customers and what kind of questions, concerns, complaints can be driven from that information, and how that information and the expectations it sets differ from reality.

To best meet customer expectations, study the information and communication tools that create customer expectations.

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When Technology Fails the Customer – 8/19/25

Posted on August 19, 2025 in Customer Service Tip of the Week Please leave a comment

Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department.

If you’ve ever been manning the phones or managing the department inbox, you know that when your company has a technical issue, there’s an escalation in customer contacts.  And usually they’re reaching out to you because they’re confused, concerned, or there’s some heightened sense of consternation.

So how do you respond?

Reassure: Let them know that their accounts are safe, that no data has been compromised, that it’s not a technology issue on their end.  Address their specific concern immediately.

Rectify: Share what the organization is doing to address the technical issues or to deal with that bad actor that is spoofing your phone number.

Respect: Ramp up your messaging that acknowledges their time is important, that appreciates their reaching out to you to share this information.  Reference their name in a professional manner throughout the conversation.

Reiterate: Close the engagement by restating your appreciation of their bringing this to your attention, and reassure them once again that their information is safe.

When addressing a corporate technology fail, Reassure, Rectify, Respect, and Reiterate.

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The Misunderstood Physician – 8/12/25

Posted on August 12, 2025 in Customer Service Tip of the Week Please leave a comment

I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research – he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the low ratings were often because his schedule was booked, and people cannot see him immediately.  Sometimes it was a complaint that the scheduling person was not pleasant or the patient was on hold a long time trying to get the appointment set up.  None of these low ratings was directly because of the doctor.

But there was one low rating where somebody commented that the physician was rude.  When his staff followed up for clarification on the comment, the patient noted that the physician didn’t spend enough time with them and didn’t ask enough questions.

Now, I had been cared for by this physician long enough to never dream of calling him rude.  He’s very personable, very efficient, and very knowledgeable.  But there was something about that encounter with that other patient that gave the perception of the physician being rude.

Defining Rudeness

Different people perceive rudeness in different ways.  In this case, rudeness was – in the mind of the customer – defined as the lack of time spent by the physician.  For others, if you interrupt them, they feel you’re rude.  For some, if you’re looking at your phone or iPad or computer while they’re in front of you, they think you’re rude.  If the employee states only what can’t be done in response to a request, some view that as rude, even if it’s the truth.  For some customers, 1-word answers from employees seem rude.  And for others, a harsh tone – where the employee only seems to emphasize the negative words – seems rude.

Overcoming the Perception

For all we know, the employees in these situations are all very kind.  Unfortunately, that particular customer engaged with them at that particular moment is perceiving them as rude.  So how do we overcome that perception?

From a time perspective, yes, be quick, efficient, and productive, but also be patient with the customer and their questions.  Don’t interrupt the other person, but instead let them share.  Ensure you’re focusing more on the customer than on the device in front of you, and if you have to be looking at that device, let them know what you’re doing on their behalf while tapping the keys.

Complement the true statement of what CAN’T be done with the helpful statement of what CAN be done.  Go beyond the 1-word answer (particularly if it’s a negative word) with a couple additional words to add some softness, kindness, empathy.  And with the tone, have a pleasant tone, have some variability in your voice, and place more emphasis on the positive words.

Intentionally overcome any perception of rudeness.

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