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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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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Make it Sincerely Yours – 6/7/22

Posted on June 6, 2022 in Customer Service Tip of the Week Please leave a comment

I’d like to hear more.  I’m sorry about the situation.  Resolving your issue is important to me.  We appreciate your business.  Thank you for bringing this to my attention.

These phrases are generally well-received depending on the situation.  But we want to make sure when we’re speaking to others that we avoid speaking like we’re just reading a script.  Oftentimes, the best word to describe how you should deliver this message is to deliver it Sincerely.

Now, what does sincerely really mean?  How can we be sincere, say something sincerely, and come across with sincerity?

Sincerity conveys that you are speaking the truth.  It suggests that that issue is important to you, that you are truly sorry, that you really do appreciate the customer’s business.

To sincerely convey a message is to impart to the other person that what you’re saying comes from the heart.   It conveys that what you’re saying is genuine – the words and emotions you’re conveying are real.

So it’s about speaking the truth…from the heart.

And sincerity avoids falsehoods, feigned concerns, condescension, or the impression that you are saying one thing but mean something else.

Go beyond the words with a customer, include a sense that you truly believe what you say, and convey you care for the other person and their situation – Make it Sincere.

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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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