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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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A Lesson in Humility – 10/27/15 TOW

Posted on October 27, 2015 in Customer Service Tip of the Week Please leave a comment


Sarah was very excited about her new reading partner. Miss Jenny had never volunteered at this elementary school before, so she wasn’t certain what to expect when she showed up for her first day with her new reading buddy. When she met Sarah, Miss Jenny smiled, and Sarah’s eyes lit up.

They went to the school library together and read and talked, then read and talked some more. Then week after week throughout the school year, they met again – and read and talked again.

At the end of the school year on their last day together, Sarah gave Miss Jenny a hug and said “thank you for reading to me.” Miss Jenny thanked Sarah and talked about how much she enjoyed the time they had together.

As Miss Jenny walked away, Sarah’s teacher asked Sarah if she knew what her readying buddy does. “Yes,” replied Sarah, “she reads with me.” The teacher said, “Oh, I meant, do you know what she does for her job?”

“No,” Sarah replied.

“Well she’s a very successful business owner here in town,” said the teacher.

“Okay,” Sarah said, and then Sarah walked back to her desk – apparently impressed with Miss Jenny, but not impressed with her job. What was clear is that Sarah didn’t care about Miss Jenny’s job – she just appreciated her reading buddy. What’s also clear is that Miss Jenny never bragged about her job or her professional accomplishments – all of the time and discussions with Sarah were about…Sarah.

Why am I bringing up a community service story to discuss customer service? Because greatness in community service has a thread of humility in it. The community service is for those being served, not about those serving.

Similarly, great customer service isn’t about the service provider. In that moment of truth with the customer, it’s about the customer. It’s about addressing their need, their emotions, their issues, and their goals. It’s not about our ego or our experience or our superior knowledge of policies, procedures, rules, and regulations.

Although it would be great if the customer stroked our ego, that’s not their responsibility. That’s more our own responsibility and that of our employer.

When engaged with the customer, when serving others, we need to bring humility to the encounter.

In customer service, let us help others with a humble heart.

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Three Lost Customers in One – 10/20/15 TOW

Posted on October 20, 2015 in Customer Service Tip of the Week Please leave a comment


This is a true tale of 3 lost customers – me, myself, and I.

I sat in a drive-thru at the shiny new fast food restaurant – the first time I had ever been there – and the line never moved. It was 2, 4, 8 minutes of waiting. I told myself that if it got to 10, I’d leave; I left. That was 2 years ago, and I’ve driven by it hundreds of times but have never been back.

The local cleaners changed owners, and I kept going – it was highly convenient – but the new owners don’t smile, don’t say hello, don’t say thank you. Their greeting is “Phone Number,” so they can key it into their system. They don’t say another word until you tell them the number of pieces and what you want done with them. When you’re at the register, and they’re waiting on the credit card machine, they don’t say a word – they look around with a stone face. I’m leaving that business, too.

The local cable/internet company came to upgrade my neighbor’s lines, and they cut the lines to my home. When they installed cable, they literally installed the shortest line possible, so there was no way to move the television more than 3 inches and still be hooked to cable. When calling their customer service line to setup appointments, the wait was long and the wait on the technician to come out to the house was longer. I switched internet providers and am waiting on a new TV provider to enter my region so that can be switched as well.

Sorry to be venting, but I’m not just sharing these issues just to vent (although it does feel good!) – I’m sharing these stories to illustrate the types of things that can drive customers away. The company may never realize it either if they don’t ask customers about their experience, don’t try to see the experience through the customer’s eyes, and don’t contact lost customers to ask about exit reasons.

They lose business – revenues drop – and it’s all about the customer experience.

Customer service matters. Time, engagement, caring, responsiveness – they all matter to the bottom line, the P&L, customer churn – whatever term we want to use.

And since customer service matters, ensure you’re tapping into customers so you know truly what they are feeling, why they’re leaving, and why revenues are going up and down.

Learn the lessons of these “three” lost customers.

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The 4 S’s of the Customer Experience – 10/13/15 TOW

Posted on October 13, 2015 in Customer Service Tip of the Week Please leave a comment


I mentioned in a previous TOW years ago about the 4 S’s of Expectation Management – Key guiding principles to effectively set and manage customer expectations – Simple, Specific, Supporting Documentation, and Summarizing.

But there is another set of 4 S’s – and these are all about the Customer Experience. We worked with a government client last year that had significant customer issues. The customers didn’t – in general – like having to deal with a regulatory and enforcement body, but they really didn’t like it when the regulations were surrounded by a poor customer experience.

So through research including a multitude of customer focus groups, we narrowed down the customers’ preferences for their experience into four guiding principles – The 4 S’s of the Customer Experience:

  • Staffing – Ensure that your staffing mirrors the Customer Volume – by time-of-day, day-of-week, season, etc. You could have the best people, processes, and systems in place, but if you don’t have the staffing levels to handle the volume, the experience will suffer.
  • Solving Issues – When issues and complaints arise, be collaborative across the company’s silos to resolve issues. Be as timely as possible, managing customer expectations when needed. Ensure staff OWN the issue – don’t push the responsibility of researching or fixing issues to the customer, particularly when the problems were caused between staff or departments.
  • Statusing – This one may not have been top-of-mind, but it’s VERY important when service and issue resolution are not immediate. When those fixes take time, be transparent with the information and the issue-resolution process. The more customers understand and see what’s going on to rectify issues or address needs, the more appreciative and understanding they’ll be of the effort. Offer statuses of where their issue/need is in the process, ensuring that the current status is clear, specific, and easily-accessed by the customer. The better they can find and understand the status, the less likely they are to contact you for updates.
  • Simplifying (the Catch-all) – Whether it’s your terminology or systems, make it easy for the customer to do business with you. Avoid the confusion and complexity that lead to long discussions with staff and extra work for your business. When needed, have a single point of contact so they can get to the right person the first time – saving the customer and your company time. Finally, at every communication, be clear on next steps and timeframes.

 
To deliver a great experience, incorporate the 4 S’s.

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