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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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Not So Fast with Quick Issue Resolution – 11/4/14 TOW

Posted on November 4, 2014 in Customer Service Tip of the Week Please leave a comment


The technique we suggest to our clients for dealing with the irate customer is easily taught but not easily perfected. It involves listening, empathizing, accepting responsibility, and delivering on a remedy. We’ve taught literally thousands of Service Excellence training participants how to use this highly effective technique, but many employees have trouble executing it well.

When observing staff role-playing the technique in their small groups, there are reasons why it sometimes doesn’t work – the employee’s tone doesn’t sound sincerely empathetic. The employee makes no eye contact. The employee doesn’t ask questions about the specifics of the issue. Maybe the employee gets defensive.

But the biggest pitfall stems from the fact that most employees want to get out of these conversations fast. There are two typically reasons for this desire for speed: (1) Employees are uncomfortable dealing with angry customers, so they quickly want to remove themselves from the situation, and (2) Employees sincerely believe that quick resolution is what the customer wants – which typically is true.

The biggest pitfall is an employee’s lack of patience.

Whether the employee is trying to extricate themselves from the conversation or help the customer get that quick resolution, the most frequent drawback in taking those perspectives is that they try to navigate the conversation too quickly. They’re not patient. They talk fast. They don’t give the customer enough time to vent. They quickly go to a solution without learning the facts. They interrupt the customer. They say “I’m sorry” so early on and so quickly that the sincerity is lost. They try to end the conversation before they allow the customer to drop the emotions. They try to take control with speed rather than take control with well-worded questions.

Quick resolution is a noble goal, but the best way to get there involves listening, empathizing, and being patient enough to ask the right questions so you can present the right solution. Speeding to an end rarely ends well.

Summon all your patience when presented with a service recovery situation.

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Let the Patient Sleep – 10/28/14 TOW

Posted on October 28, 2014 in Customer Service Tip of the Week Please leave a comment


The patient was sick and tired – not just of being sick and tired – but of being awakened multiple times in her hospital room each night to have vital signs checked. She was tired of nurses and doctors talking about her while she was in the room, but never involving her in the discussion. She was sick of being “stuck” multiple times to draw blood by techs more focused on the vein than the person with the vein. And she was frustrated with the feeling that the experience was being done to her, not being created for her.

This 15-year old described her “care” in this video taken by her mom.

She feels that those that care about her are those that allow her to sleep. She wants them to keep her engaged, and she’s more engaged when she’s awake. She can participate better if she’s alert. She can help them help her if they ask her questions about herself. She can be a part of the treatment if they let her know what’s going on instead of trying to protect her from…whatever requires “protection.”

This is a young lady, a child, a patient, a person who is simply stating her frustration of not being a part of something that directly impacts her; she’s upset that they don’t see the damage they do to her and her health by not allowing her to sleep. She wants to be heard.

Where could you better care for your customer by involving them in the discussion and decisions? Where could you make them feel better about the experience by creating an environment that doesn’t burden them and frustrate them? Where could you share more about the overall experience and steps with customers, instead of trying to keep the details from them?

Create a customer experience that includes openness, customer involvement, and an environment that fosters engagement.

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A Story from Rene – 10/21/14 TOW

Posted on October 21, 2014 in Customer Service Tip of the Week Please leave a comment


My friend Rene told a story recently that you may have heard, but it’s worth another read…

A little girl named Sandi was walking on a beach the morning after a rough storm had passed through. Strewn across the beach were hundreds, possibly thousands of starfish. One-by-one, Sandi would pick up a starfish and toss it back into the ocean.

A man was taking a morning walk and noticed what the girl was doing. The man asked Sandi why she was doing it, and she told him that she was trying to get the starfish back to the sea so they could survive.

The man replied, “But there could be thousands of starfish out here. You can’t possibly make much of a difference.”

Sandi’s face turned sad, she looked down, and stared at the ground. Then she slowly walked forward, picked up another starfish, and tossed it into the sea. “Well I made a difference to that one,” she said.

As Sandi continued, the man paused, and then he too started picking up the starfish and throwing them into the sea. Soon others who had been watching Sandi – and now the man as well – joined in. Eventually, all the starfish were back in the ocean.

Why do I relay this story to you today?

People who are great at customer service have some Sandi in them. You may not be able to change the entire world by addressing every customer that exists, by resolving every issue that occurs. But you make a difference with that one person in front of you, that one person on the phone, that one unique individual who sent the e-mail or wrote the letter.

You make a difference, and in doing so – whether you realize it or not – you get noticed. Maybe it’s your boss or a co-worker, it’s a friend or the customer himself – but somebody notices. And maybe because you do what you do so well in taking care of that one customer, someone else is educated or inspired to do likewise.

It’s not just leaders who are models. People who are great at caring for others through customer service are models, too.

Appreciate every opportunity to toss that starfish back to the sea.

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