Customer Service Tip of the Week

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Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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Be a Telephone Matchmaker – 6/4/13 TOW

Posted on June 4, 2013 in Customer Service Tip of the Week Please leave a comment

Have you ever called a company, and you could just tell the employee was reading a script?

Say this out loud in a flat, MONOTONE voice: Thank you for calling Acme Paper Products. I am thrilled that you have called. Please let me know what I can do to make this a great day for you. I want to be the bright ray of sunshine on the flower of your day. Please let me know what I can do to bring you customer delight.

The employee could say the most wonderful words in the world, but if their voice is flat, with no fluctuation, then what is the employee really conveying? Insincerity? A feeling that “this job would be great if I just didn’t have to deal with customers?” A sense that “I’m stating a script that I’ve stated 100 times before?”

Until people really get to know you, they judge you (and me) based primarily on our tone of voice – particularly on the phone. So whether you’re trying to convey that you want to brighten their day or address their need, make sure you’re aware of how you sound.

There should be some relationship between the tone you use and the feeling you want to impart on the customer. If the words are empathetic (“unfortunately…”), sound that way. If the words show enthusiasm (“I want to help…”), sound that way. If the words convey confidence (“We can definitely…”), sound that way.

Link the tone to the words and the message.

Truly brighten someone’s day.


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.


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