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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

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

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I Assume She is Not Like Me – 3/4/14 TOW

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


She left me a voice mail, and I prefer to respond via e-mail. She talks really fast, and I prefer a more casual speed. What she wants most is to be heard, and what I want most is to have my problem fixed. She wants to be walked through a process by an employee, and I want the self-service option.

She is the customer. I am the employee. We could not be more different.

But what if I prefer voice mail, I talk fast, I want to be heard, and I want that 1-on-1 employee support? Then we’re the same, correct?

The point is not in the determination of whether we’re the same or different. The point is that we can’t make assumptions that we and the customers are the same.

How I prefer to be communicated with, how I prefer a situation be handled, how I prefer to get a need met may be the same as 70% of my customers, but what about the other 30%? If I believe that they are like me, I could deliver some pretty lousy service to those 30%.

This is when we talk about the importance on not assuming the customer is just like us. This is when trying to convey empathy is so important. Because customers want their need or issue addressed, but many also want it addressed in a certain manner, and if we don’t take the initiative to identify not only what they want but how they want it received or handled, we could have a dissatisfied customer.

Don’t just describe what you’ll do for the customer, but confirm that will work. Don’t just assume how you’ll communicate with them, but ask their preference. Don’t just overlook the particulars of their situation, ask them for the details.

To deliver great customer service, we have to avoid the assumption they are like us and – instead – confirm the reality. Assume they’re different; that focus will force you to ask them about themselves, their needs, their issues, and their preferences. It will put you in a learning mindset, and it will make you better at serving them in the best manner possible.

Assume the customer is different from you.


Add a Hint of Salt and a Pinch of WOW – 2/25/14 TOW

Posted on February 25, 2014 in Customer Service Tip of the Week Please leave a comment


The restaurant always did something a little special. It was the free dessert, the personalized menu, the visit from the manager, an appetizer that was compliments of the chef, or the upgrade to a nicer table.

Every time it was a WOW to the customer. We define a “WOW” moment as an “Unexpected Positive Event.” And while these WOWs may be obvious for a restaurant, many of us don’t work in restaurants. We work at events, at colleges, at hospitals, and at banks. We work in government, in manufacturing, in clinics, and in sports.

Does this mean the WOW’s not possible? No, it just means that the WOW sometimes isn’t a financial expenditure, but it’s still possible. Zappos strives to give each customer a WOW moment. Surely they don’t spend $10 per customer to WOW them.

So what UPE can you create for your customer that costs virtually nothing? Put your twist on some of these ideas:

  • Stand up when they approach your desk (this RARELY happens nowadays).
  • Convey sincere excitement when they walk in the door (how happy do the people at the vet seem when you bring in your kitten for an exam?).
  • Come out of your office to greet the customer (it makes them feel important)
  • Respond to voice mails and e-mail messages as soon as they’re received, particularly if there’s an issue (speed is vital in Service Recovery).
  • Provide them some “educational” information that enables them to have a better experience in working with your organization (it’s not just about reacting to their need; it’s also about being proactive and helpful).
  • Call somebody by name throughout the discussion (it makes them feel that they matter to you).
  • Sincerely thank them for their business – noting that you really appreciate their being your customer (be patient in the close).
  • Send them a handwritten “Thank You” note after the encounter (another RARE activity nowadays).
  • Call them after an appointment to check-in, gauge their experience, or ask if they’re enjoying the use of the product (WOW with the follow-up).

Think of the little things that are UNEXPECTED but so good that they make the customer remember you positively.

Think of something that brands your encounter as a “WOW!”


Develop an “Always Culture” – 2/18/14 TOW

Posted on February 18, 2014 in Customer Service Tip of the Week 1 Comment


Many of our healthcare clients are adopting the concept of creating an “Always Culture.” This movement is often in response to a change in Federal Government reimbursement to hospitals that is based in part on the results of patient satisfaction surveys. Those surveys are structured to have patients evaluate whether staff, nurses, and physicians “Always” do certain activities (as opposed to “Usually, Sometimes, or Never”). To maximize reimbursement, the healthcare organization wants a high percentage of their patients answering “Always.”

Now the concept of the “Always Culture” has been around for years, in and out of healthcare. The way we’ve described it is that you don’t want customer service to be a light switch (where you turn it on with clients and turn it off with co-workers); instead, it needs to be an all-the-time thing.

But regardless of what industries use the phrase, it’s still a meaningful concept.

The idea of “Always” implies that we’re CONSISTENT (hopefully Consistent Excellent) across departments, shifts, product lines, and people. That consistency requires that the organization hires those individuals with the propensity to be customer service-oriented, sets expectations of what is a great customer experience, trains ALL staff on the key principles and techniques, monitors performance in ALL areas, and rewards not only the “WOW” but also the Consistent Excellence. It requires that we hold those accountable that keep us from Consistent Excellence, and that we have leaders that understand that they must model the practices they expect of others.

Organizations striving for the Always Culture must continuously communicate the expectations, the goals, and the performance – celebrating success whenever possible.

But – in the end – “Always” comes down to the individual. Is it a habit to serve, a habit to care, a habit to be inquisitive, and a habit to be empathetic? Is it a habit to be responsive, a habit to proactively communicate, a habit to quickly resolve issues, and a habit to appreciate others?

Create your own “Always Culture.” Make excellence a habit.


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