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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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2020 Holiday Poem – 12/22/20

Posted on December 22, 2020 in Customer Service Tip of the Week Please leave a comment

When in the role of customer service,
We are wired to give and give.
It’s built into our DNA.
It’s simply the way we live.

In order to give to others,
We need to find ways to give them their fill.
We need to pour empathy and openness into them.
To serve, we need to have that will.

But we can’t fill others to the point that we’re empty.
We cannot give if we’re down to the last drop.
We always need to find a new reservoir.
We need to make sure that the cracks and leaks will stop.

One of the greatest ways to refill our bucket
Is to have our share of hope.
One of the greatest ways to rebuild our energy
Is now within our reach and scope.

As you’re going through the holidays,
And you’re thinking about what is next,
Take hope in a healthier new year.
Take hope in lesser stress.

Take hope in more joys and successes.
Take joy in more rest and peace.
Take joys in a 2021
That should be better than this year, to say the least.

So, realize this is the time to fill your bucket.
This is a time to shout HOORAY!
For these holidays are a precursor
To what we hope to be better days.

Happy Holidays!

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It’s NOT about the Cinnamon – 12/15/20

Posted on December 15, 2020 in Customer Service Tip of the Week Please leave a comment

It was happening again.  Jessica had just handed the freshly made concoction to her coffee shop customer, and less than a minute later, the customer was in Jessica’s face, red as a beet, ranting and raving:  I specifically asked for extra cinnamon on top!  Does this look like extra cinnamon?!  I think not!

Jessica immediately was shocked at the customer’s reaction, but after a couple seconds settled into the encounter.  She had experienced this many times before from customers.  Maybe she or staff got the order a little bit wrong, or maybe they got it entirely right, but the customer wasn’t satisfied.  And while she appreciated customers letting her know if something wasn’t done perfectly, sometimes how the customers shared their concerns went overboard.  The rant did not justify the reason for the rant.

But Jessica had a little mantra she told herself.  And in this case, she repeated it to herself as the customer ranted:  It’s not about the cinnamon, Jessica.  It’s not about the cinnamon, Jessica.

Jessica knew that if customers went overboard about something, that overreaction was rarely just about the issue being discussed.  Maybe the issue precipitated the interaction, but the overreaction told Jessica that there was something else going on with this customer.  Maybe the customer was having a bad day.  Maybe they were late for work or had been cussed out by their boss.  Maybe they were tired of the 15 Zoom calls they had had that week and just needed to vent.

It could be something bigger picture going on in their lives that was creating stress or strain or the need for a release. Jessica kept her emotions in line by realizing why the customer was out of line.

Sometimes when dealing with difficult customers, the hardest thing to do is to deal with our own emotional reaction to those difficult customers.  And when those customers are being unreasonable or going overboard in their reactions, it helps for us to understand, it’s not all about us.  It’s not all about our process, our product, or our people.

Sometimes people deal with issues in their own lives by transferring those feelings and overreacting to other things with other people.  It doesn’t make the negative emotions that you and I have to deal with okay, but understanding this may help us when managing our own emotions.

It helps us to remember…it’s not about the cinnamon.

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Locke-in from the Start – 12/8/20

Posted on December 8, 2020 in Customer Service Tip of the Week Please leave a comment

John Locke was a 17th century English philosopher, physician, and researcher.  He wrote many papers arguing particular points, oftentimes using reason and facts as the basis for his position.  He noted that many disagreements start because there is – in my words – a lack of real clarity about the topic of discussion.

He often liked to start discussions on some pertinent topic by defining key words.  In essence, his position was:  Let’s make sure we’re talking about the same thing before we start talking about it.

For those of us working in the customer service world, communication is the source of many issues, and disagreements are especially frustrating when we are miscommunicating about the topic itself.  Here are some examples of topics that the customer wants to discuss, topics that need to be defined first:

  • The customer can’t register.
    • Did they mean register or apply? Are they registering a device or an account or for a class?  Is it for them personally or a product they just bought?
  • The customer wants to talk about their account.
    • Is it really about the account, or is it a login issue to the online account? Is it something regarding an account or an order?  Is it about an e-mail they received about their account?  Is it something odd on a recent account statement?
  • The customer has a question about their property listing.
    • Is it some misinformation online regarding their property, or are they looking at a property assessment hardcopy? Is it about their property card online or how it’s noted in the MLS?
  • The season ticket holder has a question about payment plans.
    • Is it a true “payment plan,” or are they just asking about different ways to pay? Are they concerned with options, progress, terms, how to pay off, or how to cancel?

To avoid unnecessary conflicts and address needs and issues more quickly, ensure your definition matches the customer’s definition.

Locke in a common definition of the topic from the start.

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