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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

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

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Diss the Dissatisfiers – 8/3/21

Posted on August 3, 2021 in Customer Service Tip of the Week Please leave a comment

Do people still talk about “being dissed?”  When I was growing up, we used to talk about how someone may get dissed by others – short for disrespected; you could also define “diss” as holding in contempt.  I understood the term “diss” and used the term, at times, to describe the situation – it seemed like a cool slang term to use, even though I may not have been the coolest person in my school (as my family members would attest).  But I digress…

In general, it’s not good to diss someone, but someTHINGS are sometimes worthy of being dissed.  Let’s talk about customer dissatisfiers.  Some businesses are so focused on creating the WOW experience or reciting their customary script that they forget that one or two negative experiences can easily overshadow that one WOW.

For many organizations, before they try to determine how to delight the customer, they first need to shore up the quality and consistency of their experiences.  They need to identify those key customer dissatisfiers.  They need to determine what situations or responses or reactions or processes or product experiences that could cause a customer never to come back.

The fast-food restaurant has a “B” sanitation grade.  It had incredibly fast service, but who would want to eat there?

The boutique had snobby employees.  They had interesting products in a nice ambiance, but who wants to pay money to somebody who’s treating them as “lesser than?”

The big box store took forever to check out.  Sure, they had a large selection, but who wants to wait in line over 20 minutes to buy a $10 phone cord?

The sporting event played music so loud that you couldn’t hear anything else.  Sure, the team won, but if the between-play music dominated the environment and didn’t allow you to talk with others, didn’t the music detract from the experience?

I appreciate when businesses try to create the WOW.  But organizations need to also identify those key aspects of the experience with their people, products, processes, places, or overall experience that can drive customers away.

Find those pain points for your customers – the reasons that could cause their exit. And then find ways to ensure you take the pain out of your experience.

Diss the Dissatisfiers.

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Keep it Simple in Complex Situations – 7/27/21

Posted on July 27, 2021 in Customer Service Tip of the Week Please leave a comment

Life involves making a series of decisions, and whenever serving customers or dealing with difficult issues, those decisions can become more challenging.

Part of what makes decisions difficult is that there are so many factors to consider:  People. Policies. Procedures. Places. Products. Processes. Personalities.

Who are the people involved?  What policies apply?  What are the procedures in this situation?  Where is this taking place?  What products are involved?  What process is the customer using?  What are the personalities of others…and yourself?

If we sat down and wrote a list of all the different factors that could be considered in our most challenging situations, we could probably come up with literally 100 different combinations of the factors I just referenced.  The situation could be extremely complex.

But complex situations can still involve quick or effective decisions.  It’s possible because you can narrow the focus of the decision.  You’re not necessarily making the situation more simple; instead you’re simply focusing on your key decisioning factors:  What are your priorities? What are your goals? What are your values?

As an example, I typically focus on what’s best for the customer, what’s best for our long-term relationship, and how I can help them succeed.  I strive to make decisions that convey they’re important, that show I’ve listened, and that share a feeling of respect for them as a person.  No matter the situation, if I’m guided by these considerations, the decision becomes much more clear.

If you are clear on what is most important in your decisioning process, then it’s easier for you to more quickly come to a decision.

The person could be your boss, co-worker, or a new customer.  The situation could take place on the phone, on the website, in your office, or in a storefront.  The other person could be flighty or fun, an optimist or a pessimist. But if you know your priorities, your goals, and your values, the decision will be much more clear more quickly.

How do you handle the conversation may be different; maybe the factors will apply in how you present or seek information, but your priorities and goals and values will help you narrow the focus of your decision-making process.

We can be presented with the complex.  But when we are presented with the complex, revisit your priorities, goals, and values to bring some simplicity to the decision-making process.

Use simplicity to address the complex.

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Customer Service Experts have a Presence – 7/20/21

Posted on July 20, 2021 in Customer Service Tip of the Week Please leave a comment

Standouts in the sports, entertainment, business, and political fields are sometimes said to have “an air about them.”  Unfortunately, that definition of air sometimes is perceived as an air of superiority or an air of condescension or something that doesn’t always have the most positive connotations.

Well, the greats in customer service have more of a presence than an air, and that presence is a presence of mind.  It’s a phrase we don’t hear as much about as we used to, but it’s all about being in-the-moment.  It is being able – based on the unique circumstances of this specific situation at this point in time – to know what to say or not to say.  It’s about knowing what to do or not to do. It’s about thinking of alternatives and options and resources, all while maintaining your emotions and helping to manage the customer’s emotions.

This is one of the most difficult things to do in customer service.  It’s being able to be agile in your approach at any given instance based on the situation.

Some people are really good at customer service, but if the circumstances go off script or require thinking out of the box, the conversation can go awry.  Maybe they have difficulty with the emotions or are hesitant to or unable to come up with the alternatives.

If you want to be GREAT at customer service, know your resources.  Know your co-workers.  Know your policies and procedures.  Know the alternatives and the options and the next steps you can share.  And above all, know your customers.  Ask enough questions so that you can head them in the direction that’s going to work for their unique instance.

To be great, cultivate your presence of mind by building your knowledge, adding to your service recovery toolkit, and practicing for the most difficult of situations so that those that are routinely tough are easier for you to navigate.

Cultivate your customer service presence of mind.

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