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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

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how 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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