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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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I’m Big on the “Same Page” – 7/1/14 TOW

Posted on July 1, 2014 in Customer Service Tip of the Week Please leave a comment


Let’s get on the Same Page. How do you get everyone on the Same Page, going in the same direction? Before we move forward, let’s make sure we’re on the Same Page. You need to ensure you’re on the Same Page with your customer before you end the call.

I seem to find myself using the phrase “Same Page” over and over again. I’ll use it in training, when providing strategic guidance on culture change, in meetings with my clients, and in one-on-one discussions with staff.

The phrase comes out of my mouth so often because it applies to so much in service interactions and service cultures. In healthcare, you often have to communicate with patients about next steps. What must the patient do to care for themselves at home post-discharge? Who must they contact to talk about billing and insurance? Where should they go, and how should they prepare for an upcoming procedure? Getting on the “Same Page” means that you and that patient have a common understanding of what needs to happen next and when.

Many local governments are trying to change their cultures to be more flexible, more customer service-oriented, more high-tech while maintaining high-touch. So their employees may have to change behaviors and mindsets; they have to understand their greater purpose beyond the policies and procedures, and beyond the codes and ordinances. The leaders must get everybody on the “Same Page” about the reason government exists and the important role that customer service plays in serving the community.

In one-on-one personal conversations, the phrase “Same Page” suggests that all parties understand the situation, the goals, the next steps, and timeframes. This leads to well-understood expectations, work more likely done right the first time, and clearer communications.

In more strategic discussions, the phrase “Same Page” suggests that everyone in the organization understands what they’re here to do, and everyone understands their role in moving toward objectives, goals, and vision.

Communicate more clearly with others. Ensure that conversations don’t end before you’re on the Same Page.


Jason Millard did the Right Thing – 6/24/14 TOW

Posted on June 24, 2014 in Customer Service Tip of the Week Please leave a comment


It’s living your dream – or at least having the opportunity to compete in the pinnacle of your profession. There’s no guarantee you’ll succeed, but it’s important to at least have the opportunity.

Jason Millard had that opportunity. As a pro golfer, there would have been nothing more exciting than to have had the opportunity to compete in the U.S. Open golf tournament.

Jason had that opportunity. And he gave it away.

Jason was playing in a 36-hole qualifying tournament in Tennessee, and he played well enough to make the U.S. Open field that was to take place just a couple weeks later at Pinehurst in North Carolina. Despite qualifying for this major tournament, Jason didn’t feel right. He wasn’t certain, but he thought that his golf club may have touched the ground in a sand trap – a 2-stroke penalty in the world of golf. He was not sure he did it, and nobody was around to confirm that he did or didn’t ground the club.

After the round, he asked a rules official what to do, and the rules official said it was up to Jason.

For days, Jason continued to practice for this glorious opportunity at the U.S. Open, but his stomach, his nerves, his inner feelings kept eating at him. He wasn’t sure if he had grounded the club, but what if he had done so? If he had, he should have been penalized two strokes and not qualified.

As he began the long drive to the Open on tournament week, about an hour into the drive, he knew he couldn’t continue. It was that one potential thing he might have done wrong that stopped him; whether he grounded the club or not would never have been proven on Twitter or television, never confirmed or denied by a playing partner.

It was all on him.

He decided to call a penalty on himself, and he was disqualified.

Sometimes doing the right thing should occur because it’s the right thing to do – even if there’s short-term pain involved. To be great at customer service, you need to do the right thing – even when nobody is looking over your shoulder, nobody is listening in on your call, nobody is evaluating you at that moment.

Ethics and great customer service go hand-in-hand. They both involve integrity and trust.

Do the right thing, even if nobody is looking.


From a School Office to Your Business – 6/17/14 TOW

Posted on June 17, 2014 in Customer Service Tip of the Week Please leave a comment


Theresa has worked in the elementary school office for years, and she loves it. It’s not just that she loves her job; the people she works with, the parents, and the children love her, too. Why? It’s because of the little things – not that a little thing like leaving her chair and walking to the counter to greet a parent is a reason to love somebody. Not that a little thing like kneeling down to get on a child’s level to talk is a reason to love somebody. Not even a little thing like packets she puts together in anticipation of conversations that relate to common needs (such as information for a prospective parent, student placement paperwork, student/parent handbooks for new families) is a reason to love somebody.

It’s not any one “little thing.” It’s the sum total of the little things that she ALWAYS does. It’s the consistency of the approach, the attitude, the welcome, the smile. It’s the all-the-time sense of caring she projects and the pure focus on “you” that she imparts.

Theresa is a real person. These are real stories. And although these are all little things, in society today, it doesn’t always require a home run moment to create a WOW! When you are interacting with recurring customers, it’s often your consistent excellence that creates a WOW! It’s your consistent sense of caring, your continuous willingness to learn, your ongoing responsiveness, and your striving to fix issues quickly that makes that incredible impression.

If you’re looking to WOW your customers, particularly those that are recurring business for your organization, here’s a thought. Stop trying to hit the home run. Find out what you’re good at, what you care about that can benefit the customer, and just become more and more and more consistent about the excellence in service you provide.

Create consistent excellence to create the WOW!


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