Customer Service Tip of the Week

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

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

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

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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

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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

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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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