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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

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

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Reach Out and Touch Someone…Literally – 2/10/15 TOW

Posted on February 10, 2015 in Customer Service Tip of the Week Please leave a comment


Okay, so I’m going to get in trouble with some of you for this one – but it’s an idea to consider.

When face-to-face with that co-worker or customer, sometimes a gentle touch on the shoulder or arm is appropriate or helpful. Studies have shown that hugs can create chemical reactions that can aid one’s health, feelings, and even healing. I’m no clinician, but this point isn’t clinical. It’s personal. Sometimes it’s difficult to connect with people if there’s an invisible wall not allowing any contact. It can be tough to convey we care purely with words when we’re not willing to extend our hand to the other.

It’s hard to be empathetic during those conversations where pain and hurt are involved if we keep an artificial barrier between us.

Now we don’t want to become the grocery store chain that got sued by their check-out clerks because management encouraged the clerks to make eye contact with customers and smile (some customers felt that the clerks were flirting, which led to…uh…awkward exchanges).

We don’t expect you to act like the French, where a Ken Cooper study once showed that French patrons at outdoor Paris cafés casually touched each other 110 times per hour. But it also means we don’t have to be like some Londoners (0 touches per hour) or some Floridians (2 touches per hour).

The point is that sometimes caring for others requires that we do more than check their vital signs. It means that we have to do more than say “I care.” It means that we have to do more than smile or nod. Sometimes to show we care, to go beyond “professional” to “human,” we have to provide that human touch.

It’s a hand on the arm, a gentle pat on the shoulder, shaking the hand, or placing a hand on the back.

Do what’s appropriate and what you are comfortable doing – but be willing to do something. Don’t make the short distance that you stand from another person seem infinite…or infinitely impersonal.

Bridge the gap with the human touch.

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Apply “Inside/Out” to Yourself – 2/3/15 TOW

Posted on February 3, 2015 in Customer Service Tip of the Week Please leave a comment


A point we’ve made more and more over the years with clients is this: To create a great experience for those outside your organization, you need to have a great culture inside the organization. Don’t focus so much on how to treat customers that you end up neglecting how you treat employees and how employees treat and work with each other.

For this Tip, instead of talking about the organizational perspective, let’s talk about this personally.

I heard a speaker recently who quoted a 20th century philosopher who said “What you consume eventually consumes you.” Just think about that for a minute – What you consume eventually consumes you. What does that mean to you?

Here is what it means to me.

If entertainment you experience (the books, videos, TV shows, and movies) are about blood and gore, about hate and anger – then those visual experiences impact you. The same lenses through which you witnessed that entertainment are the lenses that sometimes slant your perspective on the world toward the negative and selfish.

If you surround yourself with people who are negative, put down others, and are constantly viewing themselves as the victim, then how easy is it to be positive with others? Do you find yourself assuming negative intentions in the acts of others? Do you find yourself focusing on who’s to blame instead of taking responsibility?

If what you – literally – take into your body is full of junk food (guilty!), carcinogens, or drugs, how clear of mind and purpose will you be in interacting with each other?

If your self-talk is negative, where you beat yourself up about what you do wrong and tell yourself what you can’t do, how comfortable and confident will you be in serving others?

I have issues with several of these examples as I assume most people do – but the point isn’t to determine how great we are or aren’t today. The point is to ask How can we get better tomorrow? How can we better serve others, be a better teammate, and be a better role model?

The answer? Look at what you bring into yourself. Avoid filling yourself with the ugly, the negative – with the junk. Try to fill up with good.

Apply “Inside/Out” to Yourself.

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Listening to the Employee’s Voice – 1/27/15 TOW

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


The “Voice of the Customer” is an often-heard phrase. We have a sports research program called the “Voice of the Fan.” These are ways of describing that organizations either need to simply listen to their customers, or they need to have a 12-month strategy for tapping into customer feedback and input to continuously improve.

But what about the employee? Do they have a voice, and what is the voice saying? Most companies realize that asking the customer is the best way of obtaining the “Voice of the Customer.” But few realize that asking employees is the second best way of learning the “Voice of the Customer.”

Employees – particularly those on the front line, are the ones engaged with the customers many times daily. Employees hear the complaints, the confusion, and the questions. Employees hear what make customers say “thanks” and what makes customers frustrated. Ask your employees about your customers – it’s the best customer research money you’ll NEVER spend!

Don’t stop there. Apply your “Voice of the Customer” strategy and principles into creating a Service Culture. Your organization hires employees, but does it ask them why they chose your organization and what expectations they have about the employee experience? Your company “onboards” employees, but does it have 1 week, 1 month, and 90 day check-ins with new hires to gauge whether those expectations are being met and how they’re feeling about their job and your organization?

Think about your employee vets. Are the longer-term staff asked about processes and policies that are barriers to the great customer experience? Are veteran employees asked about the current climate, training needs, or potential system changes (BEFORE they’re implemented)? Is there documented information on how proud they are to work for the organization and how engaged they are in the company’s mission and vision?

We love conducting customer research for our clients, but in your effort to provide a great experience for your external customers, don’t forget your internal customers.

Listen to the Voice of the Employee.

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