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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 Lesson in Gratitude – 11/24/20

Posted on November 24, 2020 in Customer Service Tip of the Week Please leave a comment

Mr. Robinson went to the hardware store with his teenaged son, Steve.  Steve was starting his first woodworking project – building a small coffee table – and needed supplies.  As they walked the aisles, Mr. Robinson and Steve couldn’t find the exact type of wood they wanted, so Mr. Robinson suggested that Steve ask an employee for help.  Steve found an employee walking by, asked for help, and got what he needed.

After the employee walked away, Mr. Robinson told Steve:  You did a good job talking with that gentleman.  Next time, though, thank the employee.

Steve:  Why should I thank the employee for doing his job?

The dad’s temperature started to rise.  It rose because this was his son talking, and why Steve was basically stating a truth, Mr. Robinson felt Steve was missing the bigger picture.

Mr. Robinson:  You thank them because they helped you, because we didn’t waste the next 30 minutes walking up and down every aisle, looking at every bin.  You thank them because – whether they were being paid or not – you show appreciation for others.

This was a teachable moment in the dad’s eyes.  You appreciate others.  Gratitude is not a light switch you just turn on when you’re an employee getting paid to answer a customer’s question, and otherwise turn it off.  Gratitude is an all-the-time thing, whether you’re an employee or a customer.

Mr. Robinson:  People have choices – whether to serve you or not, whether to do it with a good attitude or not, whether to listen to you and ask questions…or not.  You have a choice, too.  And I want you to see the importance of choosing to tell other people thanks.

Let’s make gratitude an all-the-time thing.

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Why Your Job is Important – 11/17/20

Posted on November 17, 2020 in Customer Service Tip of the Week Please leave a comment

I was speaking with a client recently, and she was telling me about one of the classes delivered by their professional development team. Her description of the course reminded me of some client workshops we’ve conducted where a part of the outcome is having individual staff develop Personal Mission Statements. These Statements essentially describe the greater good that employees provide through their work – the benefit to customers, community, company, or co-workers.  Beyond all the tasks and responsibilities, this describes that bigger purpose.

The course that my client had taken had a slightly different take on this concept.  Instead of talking about the greater good people do through their job, essentially the course helped employees to answer the question “Why is my job important?”

This is an important question for every employee to answer, and it’s not a question you would answer to be boastful about yourself.  It’s a question to answer so that we truly realize the value that we provide.  Asking a “Why?” question is tough.  It forces you to think about the reasons the role exists, the ultimate benefits, and the responsibilities asked of you.

It’s important because sometimes the tasks can seem mundane and repetitive.  Sometimes our motivational level just isn’t there.  Sometimes we need a refresher on how vital we are to our organizations.

So, ask yourself this question:  Why is my job important? Or maybe you want to rephrase it to say:  Why is it important that I perform this work?  Why is it important that I do a great job?  What would be the ramifications if this work was never done or was done poorly?  What would be the ramifications if I wasn’t the one making sure the needs fulfilled through my job were addressed?

Give yourself a little motivation by understanding how vital you and your responsibilities are, as well.

Uncover and clearly understand why your job is important.

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Listen Even When Nobody’s Speaking – 11/10/20

Posted on November 10, 2020 in Customer Service Tip of the Week Please leave a comment

Online Chats are wonderful ways to provide customer service, except when they’re not wonderful ways to provide customer service.  Note the partial chat transcript below.  The company name has been replaced with STORE, and the location was changed to TOWN:

  • STORE Bot at 9:54: Thank you. An agent will be with you shortly to start your chat.
  • STORE Bot at 9:56: Mary T. has joined the conversation.
  • Customer at 9:56: Hi there. I visited the TOWN STORE last night for this product: EMSCO GROUP 20-in W x 24-in L x 10-in H Earth Brown Resin Raised Garden Bed Item #48620 Model #2345D
  • Mary T. at 9:57: Hello there! My name is Mary. I will be happy to assist you today!
  • Customer at 9:57: Hi. Their inventory system said they had 8 in stock, but the employee looked for 25 minutes and only found 1 – it was used. If I order it off the website for pickup at STORE, how do I make sure I get a new one, and by when would it be available?
  • Mary T. at 10:00: My apologies for the inconvenience. If on the website there is availability for being shipped it means that we have it available on the warehouse. You can ship it for free to the store the desired items.
  • Customer at 10:01: Thanks. If I order today, by when would it be ready at STORE? Also, how/when will they notify me that it’s ready for pickup?
  • Mary T. at 10:03: Thank you for waiting. I’ll be with you in just a moment.
  • Customer at 10:04: ok
  • Mary T. at 10:05: Yes! You will be receiving a notification when it is available by email.
  • Customer at 10:05: If I order today, by when would it be ready at STORE? I’d like to get it by Mother’s Day – that’s why I ask.
  • Mary T. at 10:06: May I have the item number so I can check?
  • Mary T. at 10:07: May I please have your Zip code?
  • Customer at 10:07: EMSCO GROUP 20-in W x 24-in L x 10-in H Earth Brown Resin Raised Garden Bed Item #48620 Model #2345D
  • Customer at 10:08: ZIP CODE – The TOWN Store I noted earlier is my store
  • Mary T. at 10:09: I’m sorry for the delay. I’ll be right with you.
  • Mary T. at 10:11: Yes! We have availability for pick up today at TOWN STORE
  • Customer at 10:13: I’m confused. I was there last night, and they didn’t have any in stock. Just to clarify (since they had issues finding it in the store even though it said there were 8 in inventory like I mentioned above), does that mean it can be delivered from a warehouse, or are you just seeing it in in-store inventory?
  • Mary T. at 10:15: I’ll be right with you.
  • Mary T. at 10:17: I’m sorry for the delay. I’ll be right with you.
  • Mary T. at 10:19: We have 5 available at OTHER TOWN STORE, please call at (888) 555-1212 to check availability.
  • Customer at 10:22: My focus was ensuring it was in the TOWN Store for pickup; I was trying to do a chat instead of calling to several stores myself and running into the same issue I had last night.

This was my experience.  I had to give the product model twice, store location twice, repeat the request twice, ask by when it would be ready more than twice, and then was told I needed to call a different store to determine availability.  Neither of us was – literally – speaking, and yet I didn’t feel she was listening to me.

When delivering chat-based customer service, or even e-mail customer service responses, ensure you thoroughly confirm what information the customer has conveyed and what request they’ve shared, so you address the need right the first time.

Ensure you listen, even when nobody’s speaking.

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