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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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View Touch Points from the Customer’s Perspective – 5/28/13 TOW

Posted on May 28, 2013 in Customer Service Tip of the Week Please leave a comment

I received an email from my wireless telephone provider. They mentioned that I was now eligible for an upgraded phone at a discounted price (and if you’ve seen a 1990s flip phone, you’ll know why they want me to upgrade). Apparently the upgrade date had been reached, and I was eligible for the upgrade. One minute later, I received an email from the same provider telling me that it was an anniversary of sorts, and therefore I was eligible for an upgrade at a discounted price. About one minute later, I received a third email from the same wireless provider noting that I was now eligible for a discounted upgrade to my cell phone as a reward for my loyalty.

What the organization didn’t realize was that they were sending essentially the exact same e-mail at the exact same time with 3 different subject headings. The exact same upgraded cell phones were offered in each e-mail with those discounts available. So there may have been a Touch Point Plan that the provider had developed, but they were not looking at the plan from the customer’s perspective. Something that might have appeared very professional at first to the customer, turned out to be an aggravation after the third – essentially duplicate – e-mail arrived at my inbox.

If you work in a client relationship management role at your organization (for example, you’re a season ticket services representative for a sports team), this Tip of the Week is especially important for you. When you build your Touch Point Plans from the organization’s perspective, you determine when to send out information based on events or timeline triggers; make sure, however, that you’re not just looking at the plans from the organization’s perspective. Invert your Touch Point Plans to test them from the customer’s perspective to know what they’re going to receive and how they might perceive the information.

Develop Touch Point Plans from the customer’s perspective.


Same Wait, Different Experience – 5/21/13 TOW

Posted on May 21, 2013 in Customer Service Tip of the Week Please leave a comment

Jenny went to Clinic A. She waited 35 minutes after registering to get taken to a room for her annual physical. Beth went to Clinic B. She waited 35 minutes after registering to get taken to a room for her annual physical.

Jenny felt great about the experience she had that preceded her physical. Beth thought that timeframe was awful.

Here was Jenny’s situation: She was greeted as soon as she walked in the office by the registration clerk. The clerk smiled, handed her a clipboard with a couple forms to complete, and asked Jenny to return the forms once complete. After confirming that Jenny understood what was being requested, she sat down.

The forms took about 4-5 minutes to complete, and when she provided the forms to the clerk, the clerk smiled, thanked Jenny, and noted that she just found out they were running about 30 minutes behind. She apologized to Jenny, confirmed Jenny didn’t want to reschedule, and noted the water cooler, the magazines, and other items available to help the time pass. The clerk said someone would touch base with an update in about 15-20 minutes.

After 15 minutes, an employee told Jenny that it was looking like it would be 15 more minutes before Jenny would be taken back; 10 minutes later the same employee stated that it would be 10 minutes more (about 35 total), and she apologized for the additional delay. Ten minutes later, a nurse came out and called “Is Jenny Smith here?” As Jenny approached, the nurse apologized for the delay and noted she was happy to see Jenny.

Here was Beth’s situation: She walked into the clinic, found the registration window, and stood there for about 30 seconds until the employee looked up and said “hello.” The clerk provided the forms on the clipboard and asked Beth to complete and return them.

When Beth provided the forms to the clerk, the clerk said “Thanks. We’ll call you shortly.” After about 20 minutes, Beth walked up to clerk and asked when she’d be seen. The clerk said “We’re running a little behind. We’ll call you back shortly.” So Beth returned to her seat.

About 15 minutes later, a nurse came through a door and said “Johnson!” That was Beth’s last name, so she jumped up and walked toward the nurse. The nurse held the door open and pointed at the scale just inside the door and said “I need you to get on the scale to check your weight.”

Same wait time. Same paperwork. Totally difference experience.

Communications can take a bland experience and make it palatable – or even positive! It’s like taking a quarter pound hamburger patty and adding the lettuce, tomato, condiments, cheese?, and a nice bun. It’s taking the basic and making it something worthy of your business.

Make sure the blandness of some processes and products are made palatable by great customer service.


Be Passionate with Customers – 5/14/13 TOW

Posted on May 14, 2013 in Customer Service Tip of the Week Please leave a comment

Salespeople say “customers by on emotion.” Well why can’t employees serve with emotion…with passion?

When often talk about conveying you care for the customer, but it’s much easier to convey you care if you truly do care, and particularly if you are passionate. Passionate?

According to dictionary.com, Passionate can be defined as “expressing, showing, or marked by intense or strong feeling.”

So what aspect of your job creates strong feelings in you? Before you say “nothing,” consider these questions: Do you get excited about interacting with others? Do you love to help and serve others? Do you have strong, positive feelings about the actual product or service you deliver? Do you love working with others?

Find that positive emotion, and channel it toward customer service.

For example, if you like interacting with others, then make sure that excitement about seeing and talking with a customer comes out in your tone, the questions you ask, and your body language. If you like to help others, tell them so. We mystery shopped an organization recently, and one of the employees told the shopper that “I feel a big part of my job is to educate my customers so they can have the best experience possible.” Wow! And this was a shop scenario involving a government employee answering a question about a kitchen sink!

If you love the product or service you provide, talk to the customer about what a great product it is, but talk in terms of how much the customer will love it, or how much the customer can benefit from it, or how the customer can best utilize it. If you love working with others, tell them “I enjoy working with you” or “it’s great to work with a team” or “I enjoy working with good people.” Now that’s showing appreciation for your INTERNAL customers!

Find your passion, and channel it positively toward others.


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