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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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Where Pizza Delivery and Emergency Rooms Intersect – 12/3/13 TOW

Posted on December 3, 2013 in Customer Service Tip of the Week Please leave a comment


What do Pizza Delivery and Emergency Room clinical care have in common (other than heartburn and accidents caused by speeding drivers)?

Let’s investigate…

During college, I worked one summer and two holiday breaks delivering pizzas. My initial thought was to drive fast, run to the door, smile, and do my best to make it a pleasant, fast experience – and get good tips! When I was being trained, the store manager gave me two tips that were interesting (and a little surprising).

First, don’t speed – a driver getting into an accident or seen weaving in and out of traffic at high speeds wasn’t good for business for this new shop in this small town. Second, when you leave your car to go to the front door of the home, walk quickly – don’t run, but also don’t walk slowly. The thinking was that if the customer sees you walking slowly, then they may give you a lower tip since it doesn’t look like you’re making the effort. If you run, you could seem (or be) reckless – not a good image.

Fast-forward 20+ years to an Emergency Room (E.R.) patient focus group I facilitated recently. Among the many interesting responses we received from E.R. patients was that they were perturbed if they were waiting in an exam room with little interaction with staff and then saw (or heard) nursing staff or doctors chit-chatting about the latest reality TV show or shopping excursion.

So what’s the connection between these Pizza Delivery and E.R. stories? It’s this – customers often form their perceptions of us in the most unusual times. It’s when they’re waiting for us, watching us, and listening to us – even if they’re not interacting with us.

The pizza customers perceived the driver’s effort and service-orientation in part by how they appeared in going from the car door to the front door. The patients perceived E.R. clinical staff to be wasting time or unconcerned about the patient if the staff were engaged in small talk when the patients were in need of care, communication, and support.

Think about how customers can see you, hear you, and perceive you even when you’re not directly interacting with them. They often form opinions based on those things that surround the “Moment of Truth.”

Watch for the customer’s opportunity to watch you.


Appreciate – 11/26/13 TOW

Posted on November 26, 2013 in Customer Service Tip of the Week Please leave a comment

As an American, Thanksgiving is my favorite holiday, and there are lots of reasons. One is that there’s a lot of family time, there’s football on TV, you’re usually playing outside – in the DAYLIGHT, and the food…oh, the food…

But there are problems with all these benefits. First, family time is…well…family time – as good a source of stress as was ever invented. Then football on TV is okay, unless your team loses. Playing outside is fun (actually, I can’t think of anything bad about that), and food? Well food is always good – unless you eat too much or unless you get tired of leftovers consisting of turkey sandwiches, turkey soup, turkey burgers, and turkey lo mein.

The point is that even the best of times can be viewed through a negative lens.

The best lens for seeing most any time, however, is through the lens of thanks. There are always reasons to complain, always issues and illnesses, always people who have more – but so often the most inspirational stories are about those who have the issues, illnesses, of those who have little or have hardships, and yet they still succeed, they still persevere, they’re still happy or joy-filled.

Those stories are inspirational often because they highlight people who focus more of their mindset on being appreciative of what they have than of focusing on their issues and on what they lack.

In the world of customer service, we are fighting fires – the complaints and last minute requests. We’re often the downstream recipients of upstream causes of issues. We’re too often working 3rd shift or needing to provide customer access 24/7 so we can be responsive. And while we can focus on those negatives, to keep our positive outlook (and our sanity), let’s try to take this time of year as a reminder to appreciate.

Appreciate those that help us, those that support us in and out of the workplace. Those that confirm the value in what we do and who truly care about us. I don’t know who “those” are in your lives, but let’s think of those people, appreciate them, and – this Thanksgiving – tell them that we appreciate them.

Give thanks – literally – to others.


The Art of Dealing with…Yourself – 11/19/13 TOW

Posted on November 19, 2013 in Customer Service Tip of the Week Please leave a comment

I read an article in the most recent Entrepreneur Magazine issue titled “The art of dealing with difficult people.” Although the article was big on attempted humor and small on specifics, I really liked that fact that much of the article had one key focus (and I’m paraphrasing here) – most of the success you have in dealing with difficult people lies in the success you have in dealing with yourself.

Robin and Mary might both have to “deal with” Jeremy – the same ornery or obnoxious (or otherwise aggravating) individual – but Robin deals with him well, and Mary appears to be internally combusting. The reason is largely because Robin deals with the “difficult person” differently or better than Mary.

Maybe it’s just Robin’s natural “way” of handling situations, but maybe she’s more patient, maybe she’s more empathetic of Jeremy, maybe she doesn’t take things personally, or maybe Robin breathes fully in stressful situations. It could be that Robin thinks of the end goal of a conversation and is more intent on the end goal than the often-painful journey.

On the other hand, Mary might go into conversations with Jeremy anticipating a fight, and she gets upset even before the talk begins. Maybe Mary doesn’t know when she’s about to get upset, and it boils over before she realizes what’s happening. Maybe Mary wants to correct every Jeremy misstatement, or maybe she wants to win every battle. Maybe she is just principled and doesn’t think jerks like Jeremy should win.

I’m not saying that the Robins of the world are always right and the Marys are always wrong. Rather, if we want to effectively deal with difficult people, we have to focus more of our efforts on the person in those conversations that we can control – ourselves.

To deal best with others, learn more about yourself first.


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