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Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

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

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Don’t Assume Their Motivation – 6/28/22

Posted on June 28, 2022 in Customer Service Tip of the Week Please leave a comment

The company was instituting new human resources policies aimed at holding employees accountable for being late to work.  Employee lateness had been rising, and management wanted to make sure they reinforced the need for people to be on time.

At a meeting to roll out the new policies, a leader stood up in front of his staff and said:  The new policy states that if you’re late to work once, you will get a verbal warning.  If you are late to work a second time, you’ll get a written warning.  If you’re late to work 3 times, you have to take a day off without pay.  And for every other day that you’re late, you have to take an additional day off without pay.

One of the young employees raised their hand, and said:  Just to clarify, I only need to be late for work 3 times, and I get to have a day off?  And every other time I’m late, I get another day off?

The leader looked quizzically at the employee, and said:  Yes…uh, that’s correct.

The employee said to himself:  Cool!

One person’s punishment may be another person’s motivation.  One person’s carrot may be another person’s deterrent.

We cannot assume that everybody is wired the same way, with the same things that get them excited, or make them apathetic, or inhibit their behaviors.  Whether we’re talking about people who report to us, peers that we’re trying to influence to change their decision or behavior, or customers who we are trying to get on board and do their part in a process or their part to accomplish a task, we can’t assume everybody’s motivators are the same.

Seek out the other individual’s goal or their preferences or their desires, and let that guide the approach we take to motivating.

Don’t assume their motivation.

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It’s Not Always About the Outcome – 6/21/22

Posted on June 21, 2022 in Customer Service Tip of the Week Please leave a comment

We want the satisfied customer.  We want the issue resolved.  We want to be able to fix the error or save the client.  We want to feel good coming out of a conversation, or feel like we have accomplished something special.  We want the “win win.”

But all those great feelings and those accomplishments relate to outcomes.  And all too often, we do not control the outcome.

I did the best I could.

Sometimes we have to give ourselves some grace.  We have to realize that we’re not in control of the customer, our policy, our product, our facility, and oftentimes our process or the attitudes of our co-workers.

But there’s nobody in more control of us, than us.

So, if we do the best we could at preparing for the situation through training and practice and reading and learning and listening to others, we can feel good about that.  If we do the best we could in trying to understand the customer, we can feel good about that.  

If we think of potential solutions and we engage the customer and others to try to figure those out, if we tap into what our systems and our policies and our procedures have to offer, we can feel good about that.

The ultimate outcome or the feelings of others are things that we cannot control.

So, if we want to feel good personally regardless of the outcome, we need to do the best we can.  We can feel good about the effort and the actions, and not feel bad because we couldn’t create the perfect outcome.

Do the best you can to prepare and to engage and to try to help.  And instead of feeling bad about the outcome, try to feel a little bit better about the effort you put in preparing for that moment and putting that preparation into practice.

Feel good that you did the best you could.

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Ask: What is your goal? – 6/14/22

Posted on June 14, 2022 in Customer Service Tip of the Week Please leave a comment

Through these Tips, we’ve shared our technique about how to meet the customer’s need right the first time.  It’s a conversation – a give and take with the customer where you hone in on what their true need or concern is, seeking more clarity to more quickly get to the right solution.

But sometimes we start by wanting to offer our solution, thinking that’ll move the conversation along.  Sometimes we’ve heard some customer statements so many times in the past that we make assumptions that this customer’s situation is the same.  Sometimes we just ask close-ended questions, and we miss certain key details because we don’t ask the question in a way that uncovers those little nuances.

In other words, we are human, and sometimes we don’t handle the conversation as effectively as we should.  We have the best intentions, but the conversation doesn’t have the best outcomes.

So, when you’re thinking about uncovering the customer’s need, try to start more broadly, asking key questions before you narrow down to the specifics of the situation.

What’s important to you?  What is your goal?  What are those issues or concerns that you need resolved the most?  What are those one or two priorities for the future?  How are you hoping things will be different 6 months from now than they are today?

By asking these broader questions, it not only gives us some information, but it also helps us to frame our follow-up questions.  Because we understand what is top-of-mind for them, we can tailor our questions to get more details so that we can help them achieve their goals.

In addition, if we understand their goals, we can continually relate our solution back to how it will help them achieve their goals.  In other words, it’s easier to get them to buy-in to our solution because we’ve tailored it to address their priorities

To meet the needs right the first time, use broad-based questions to give them an opportunity to share, then align what you suggest to what they said.

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