Customer Service Tip of the Week

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Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

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

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Redefine “Access” to Treat Customers Special – 11/29/22

Posted on November 29, 2022 in Customer Service Tip of the Week Please leave a comment

One of our clients puts on major events throughout the country.  When we conduct post-event surveys, many of the attendees rave about the access they had to certain entertainers, locations in the venue, parking lots, or even information.  Others decry the fact that they lacked that access.

This does pose an interesting question:  If we want to treat our customers special – even if we’re not in the entertainment industry – what kind of special access can we provide to customers?

In some ways, “Special” is in the eye of the beholder, but allow yourself the opportunity to think on the following questions for those customers where something a little special, something above and beyond, makes them walk away feeling a little special.  Let’s redefine “Access.”

People: In what cases can you grant a customer access to a particular co-worker or department within your organization that is not commonly promoted as a point of contact in communications or the company website?  Maybe it’s access to a leader, an expert, a not highly-publicized telephone line or department.

Resources: When can you provide access to resources that are not commonly available?  It could be some internal documents, some How To’s, an online portal or an app, information you can e-mail, or key lessons learned from other similar clients.

Locations: Where can you provide physical access to a certain location at your facility, special parking or entrances, or certain special locations?  The information or the product or service is the same, but how they get there may be unique, where it’s located might be special.

Experiences: What are the types of experiences you can grant access to for this individual?  You could invite them to a webinar or a town hall meeting.  They could attend some special entertainment or presentation.  Think about even small gatherings you have for those community, civic, or charity events that might be promoted to the general public but not directly communicated to the customers.

Granted, access is tough to offer to customers, at times, but if we take a step back and redefine what could be considered a “Special Access Opportunity,” we might be able to grant access to our customers in new ways.

Redefine “Access” to Treat Customers Special.

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Keep in Mind 3 Key Questions – 11/22/22

Posted on November 22, 2022 in Customer Service Tip of the Week Please leave a comment

Customers want to be heard.  If they have an issue or need or something that requires your support, they want to be understood.

When we are trying to find a resolution or fulfill a need, when we’re trying to help a customer achieve their goal, sometimes we can be so immersed in the details of the situation that we lose sight of the big picture. Other times, we can be so focused on our policies or our procedures, our products or protocols, that we’re not truly seeing this from the customer’s perspective.  And in this day and age, sometimes we’re just so busy that we don’t have the time or patience or inclination the handle the situation correctly.

To simplify things for ourselves and increase the opportunity for success for the customer, when you have the responsibility to support the customer in addressing their issue, need, or goal, keep in mind 3 Key Questions:

What’s their STORY?

Ask about their situation.  Try to understand a little bit about who they are as a person and the lens through which they’re viewing what’s going on.  Note where they’re coming from so that you know the starting point from where you can lead them.

What’s their GOAL?

Sometimes the customers are really good at giving us the game plan for how they want us to fix their situation, but often their game plans won’t work.  There’s some policy or time constraint or procedure or approach in their plan that will not work.  So, put yourself in the role of being the solution-provider – understand their goal.  And once you understand, keep this goal at the forefront of the remainder of the conversation.

What’s their PATH?

This is where you, as the expert, truly become the solution-provider.  You know their story…so you can empathize.  You know their goal…so you understand the desired outcome.  Now, you can map out a path for getting from their point A to the desired point B, and you can describe that path based on your understanding of the individual in front of you in the story they have told.

When you are helping somebody out of a bad situation or getting a need addressed, when you’re dealing with somebody who has a certain goal and they don’t know how to get there, simplify things for yourself.  Keep 3 Key Questions top-of-mind to help you navigate the conversation.

What’s their Story?  What’s their Goal?  What’s their Path?

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Don’t Let This Shot Affect Your Next Shot – 11/15/22

Posted on November 15, 2022 in Customer Service Tip of the Week Please leave a comment

When I was a teenager, I used to play a lot of golf, and I was pretty good for my age.  I’d have a good attitude and enjoyed the game, but if I hit a bad shot, I’d get upset.  And more often than not, that one bad shot and the frustration that followed would be followed by another bad shot and more frustration.  It would snowball, and everything would go downhill.

One day, I was playing the third hole on my home course with my Dad.  I was hitting my second shot, and instead of the ball going straight to the green, it took a sharp left turn into a big pine tree.  The ball pinged from branch to branch until it dropped to the ground.  Highly upset at hitting such a horrible shot, I flung my club into that same tree.  But the club did not drop to the ground; it was stuck up in the tree.

How My Dad Responded

Now my Dad could have responded in a number of ways.  He could have yelled at me for throwing my club.  He could have told me to climb up the tree and get it.  He could have given me a stern lecture on my poor behavior. 

He did none of those.  Instead, he walked over to the tree, climbed up, and got my club.  He then handed it to me and walked away.

I don’t know if I had ever been so embarrassed in my life.

How I Responded

Needless to say, I stopped throwing clubs.  Today, I rarely play golf, and when I do, I don’t play or score nearly as good as when I was a teenager.  But I seem to take more joy in playing.  And when I hit a bad shot, I don’t let it affect me much at all.  More importantly, I don’t let it affect my next shot and eventually ruin my round.

In customer service, you have many opportunities to get frustrated.  And while the immediate reaction – the frustration – is understandable, don’t let that bad situation affect the attitude you take into the next situation, the next conversation, the next encounter.

Don’t let one frustration snowball and ruin your whole day.

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