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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

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

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A Story of Willie and Aubrey – 2/8/22

Posted on February 8, 2022 in Customer Service Tip of the Week Please leave a comment

The gift shop was a great experience!  Aubrey had bought items online from the shop for years, but she had never stepped foot in the store itself.  However, when travel plans took her on a trip to new surroundings, she took time out of her day to go to the shop.  Aubrey was greeted immediately by Willie, the shop owner.  Her first words were “Hi, I’m Aubrey Matthews.”  That’s all she had to say.

Willie was immediately excited, as he recognized the name and instantly knew that this was a long-distance customer.  They had never met, but Willie was so excited to meet Aubrey face-to-face and to talk.  They chatted and walked around the store together.  Though Willie had never met Aubrey and never heard her voice, he instantly knew who she was – a treasured customer.

Willie cared enough to know Aubrey’s name, her preferences, her “story.”  It made a huge impression on Aubrey, and Aubrey bought several items that day as well.

Now, what’s the lesson?

When you interact with a customer, don’t just think about their order or issue – think about THEM.  Who is the person you’re speaking with – what’s their story?

When you complete a call or transaction, document some of the personal side of the customer (Were they rushed, emotional, have some upcoming event?  What did you learn about them personally?).

When you then initiate a contact with a customer, don’t just consider the issue or service you’re going to discuss, consider the characteristics of the customer you’ll be talking with, as well.  Don’t view it as “Company” and “Prospect.”  View it as Willie and Aubrey.

Engage the customer as a unique individual.

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It Matters Who You Know – 2/1/22

Posted on February 1, 2022 in Customer Service Tip of the Week Please leave a comment

The season ticket account holder has an issue, but he’s not too concerned about it:  I’m going to call my guy, and he’ll take care of it.

The patient is confused about their bill.  The family member says: I know someone who can help.

The husband discovers a problem in the home that needs a repair.  The wife says: Don’t worry about it. I know exactly who to call.

The issues don’t appear to be burdens for these customers.  The reason why they’re not viewed as major concerns is that the customer knows someone.  The person they know may not be their best friend or their buddy or close relative.  But the point is, there has been enough rapport established and trust built up that when an issue occurs, anxiety doesn’t have to arise.

The companies who employ these trusted staff have their standardized processes.  They have their best practices.  They have their training.  But they realize that when issues arise or decisions are made, a customer knowing someone in a company or having that personal rapport means more than having a simple online process to submit an issue ticket.  Knowing somebody means more than having a memorable toll-free number.  Going beyond the technical aspects of service to personalize service means more than being able to text an issue to a help desk.

Businesses often believe it shouldn’t matter who the customer knows in the company. Processes and systems should be so standardized that anybody can help to the same level.  There’s a lot of truth in that concept.

But if we view service experiences from the customer’s perspective, we realize that having that name or that phone number or that e-mail address of that actual specific person creates trust and comfort.  And where trust and comfort exist, customer retention and growth can thrive.

Foster the personal customer connection.

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Put an End to 1-Star Ratings – 1/25/22

Posted on January 25, 2022 in Customer Service Tip of the Week Please leave a comment

If you ever had service performed on your car, I would not doubt it if you received the immediate e-mail asking for that 5-star rating. They want the big ratings because that makes them look good, and to get the big average rating you have to avoid the 1-Star ratings.  And it’s not just vehicle service centers; we’re inundated with requests for ratings in many aspects of our lives.

Granted, most 1-Star ratings are probably because the customer did not get their needs met, their question answered, or they had a bad experience.  I’m sure many low ratings are legitimate, while many others are not truly worthy of only 1-Star. But wouldn’t it be great if we could avoid getting 1-Star ratings in the first place?!

Uncover Potential Low Ratings before They Leave

Remember that most customers who have an issue with the company will not complain to the company.  So, if you’re talking to that customer or sending them an e-mail or engaging them in an online chat (or even meeting them face-to-face), if you want to get a sense for whether you’re going to get that 1-Star rating, ask for feedback before the end:

  • Did you get your needs met?
  • Did you get your questions answered?
  • Do you have any questions or concerns before you leave?
  • Did you have a good experience today?

 
If you ask the question before you end the conversation, great things can happen.  If there is an issue, they may give you a chance to resolve it.  If you resolve it, you have a better chance to keep the customer, and you have a chance to raise the 1-Star to 2, 3, or 4.

And you get one more perk.  It’s likely that most of your customers are satisfied with their experience.  Therefore, the more you ask for feedback, the more accolades, pats on the back, smiles, and “thank yous” you’ll get!

Put an End to 1-Star Ratings; in the moment, ask for and act on feedback.

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