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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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Be Proactive, in Helping Yourself – 6/2/15 TOW

Posted on June 2, 2015 in Customer Service Tip of the Week Please leave a comment


The young homeowner went to the hardware store to buy a new chainsaw, and he asked the employee for advice. The employee suggested a particular model and noted that “it can cut up to 25 yards of wood a day.”

The homeowner was thrilled, so he bought the chainsaw and went home to start cutting.

A week later the homeowner went back to the hardware store with the chainsaw and asked to talk to that same employee.

“It’s a pretty good chainsaw,” said the customer, “but I was only able to cut 15 yards of wood a day.”

“Hmm,” said the employee. “Let me check it out.” So the employee pushed a button, pulled the cord, and the chainsaw started right up.

Immediately the customer yelled, “What’s that noise?!!”

I can’t take credit for this story, but I love it! Obviously the customer was trying to use the chainsaw without actually turning it on. He was probably working incredibly hard to get it to cut, and when the employee – who was more experienced in the use of chainsaws – started it up, the customer realized the issue. He was working much harder than necessary, and he wasn’t getting the productivity he needed.

That’s what can happen to us when we rely too much on ourselves. Look around your office. Who has some wisdom to share? Who has specialized knowledge of a product, more experience with a service, appears more adept at handling certain types of customers, or is more comfortable in certain situations?

Identify them, and tap into their wisdom. Maybe you won’t have to work as hard, and you’ll be a little more productive and effective.

Use your proactive nature to help yourself.

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Define Quick, Then Keep Things Moving – 5/26/15 TOW

Posted on May 26, 2015 in Customer Service Tip of the Week Please leave a comment


According to Dictionary.com, “responsiveness” in machinery terms is defined as “the ability of a machine or system to adjust quickly to suddenly altered external conditions, as of speed, load, or temperature, and to resume stable operation without undue delay.”

People are not machines, but it’s interesting how closely this “system” definition of responsiveness relates to our people definition.

When we are considered responsive, it is usually characterizing our quick reaction to something brought to us – a customer’s need, a co-worker’s issue, an e-mail, or a phone call.

The other person needs the response or the answer so they can move on. They can go to their next action, continue with the project, know what to do next, or have resolution so they no longer have to deal with an issue. The key in responsiveness is that this response of ours has to be “quick.” But “quick” is defined differently by different people. The definition could be “without undue delay,” but what is “undue delay?”

The busier I get and the more I rely on others as partners in accomplishing goals, the more I value responsiveness. Responsiveness is that which keeps us moving. To many, it’s that which shows we care. It’s that which ensures that the other person’s time isn’t wasted and their anxiety isn’t heighted by delay.

To me, quick is an acknowledgement of the e-mail or voice mail within 6 business hours. When it’s an urgent request, quick is defined more aggressively.

Talk to those you serve and work with in business. Understand what’s important to them and how they define “undue delay.” Learn their timing expectations so you can better be responsive to the needs of others.

Define Quick, Then Keep Things Moving.

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Don’t Copy Company A – 5/19/15 TOW

Posted on May 19, 2015 in Customer Service Tip of the Week Please leave a comment


Terri, the church secretary, knows that the copier agreement ends in about a year, and while she’s aware of its upcoming renewal timeline, it’s obviously not something that she thinks about much.

The current copier vendor (“Company A”) signed on with the church two years ago, before Terri became the new secretary; that vendor hasn’t contacted the church once since the contract was signed. Even though there’s a maintenance agreement, they have never come out to do service because the church never called. So even though “Company A” has a contract with the church, they have no relationship.

When another copier vendor (“Company B”) contacted Terri about the church’s needs, Terri said she’d talk with them. “Company B” noted specifically how they would save the church money on the contract. They described how they’d provide more maintenance and shared their “Company B” promise that they would contact the church to schedule the appointments. They noted the increased functionality they’d provide on the copier. And while changing vendors today and getting out of her current contract would require time and effort on Terri’s part, she’s willing to do it.

The reason that she’s willing to do it is partially because of what the new provider is offering. But here’s the big difference – she knows what it’s like to be a customer of the current vendor, and there’s no relationship, there’s no sense of caring, there’s no proactive communication, and there’s no sense that she – the customer – matters.

Realize that getting a customer is merely the start of a relationship. Make and execute the plans to develop a relationship, provide proactive communications, and ensure the customer feels like they matter to you.

Don’t Copy Company A.

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