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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

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

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Serve with Integrity – 11/19/19

Posted on November 19, 2019 in Customer Service Tip of the Week Please leave a comment

I’ve been reading a book recently about a Charlotte-based service company, and the author of the book conveys the CEO’s perspective on management, culture, and serving customers. At the back of the book, the author noted the organization’s Core Values. They are honesty, integrity, fairness, and respect. I literally did a double-take on the pages, because my company’s Core Values are respect, honesty, fairness, and integrity. Yes, the order is different, but the values are the exact same!

Maybe it’s a crazy coincidence, or maybe it’s that these are just really good values for any organization to have that truly wants to care about its team members and its customers.

Among those values, the one I want to discuss is integrity. Integrity is an important word, but it’s not always the most easily understood word. There was even a commercial a few years back where elementary school children were talking about the importance of integrity and defining it in their own words.

The way the CEO whose book I’m reading defined it was: Doing the right thing in all circumstances. It includes doing what we say we will do.

The way my company defines it is: Uncompromising adherence to moral and ethical principles.

Those definitions are not the exact same, but they don’t necessarily conflict either. The point is that we will be ethical. We will do what we say we will do. And we’re consistent about it.

My company uses the word “uncompromising.” The CEO of the service company uses the phrase “in all circumstances.”

The reason why this is important is not just because it is the right thing to do and the right way to treat other people, but it implies consistency. And where there is consistency in taking action that you stated you would take, where there is consistency in doing what is fundamentally right – the ethical thing – then you build trust.

In the long-term, you don’t want to work with somebody you cannot trust. Employees will not follow a leader they cannot trust. Customers will not stay with companies which they cannot trust.

To build lasting relationships, ensure that integrity is one of your Core Values.

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Bring Out the Best – 11/12/19

Posted on November 12, 2019 in Customer Service Tip of the Week Please leave a comment

As a management consultant, oftentimes my job is to identify the key issues, determine the root causes, and provide solutions. We do a lot of strategy work, we conduct many research projects, and we train and train and train our clients. However, improvement usually involves pointing out what needs to be done differently, better, or more or less frequently in order to achieve the best outcomes possible.

I’ll never forget the first project that I led well over 20 years ago. My boss congratulated me on the great work. And then he said: Ed, when you’re pointing out everything that needs to improve, make sure you’re balancing it with what’s done well. Even when people need to change, they want to feel good about the things they’re doing that need to continue.

Is not that the tone of the report was negative. It’s just that there was no balance. I was pointing out what needed to be improved to try to achieve the best outcomes, but they also need to know what they’re doing great – that which needs to continue to achieve the best outcomes.

So, when you’re working with a customer, along with sharing details about what they need to do differently, praise them for what they already did well: You’ve done great managing this effort on your own. Now, to make sure that you’re even more successful, here is how we suggest starting to change things for the future.

When you’re talking to a co-worker, if they’ve given you incomplete information, show what else you need, but thank them for what they already provided: There’s some great information on this form! I just need a few more items so that we can move forward.

And when you’re speaking to yourself, make sure all the self-talk isn’t critical on what you did wrong and what you need to improve. Give yourself the occasional pat on the back for what you did right: That was a great call! I really got along well with the client, we were both pleased with how it ended and what the next steps were, and I could tell they were very comfortable, very confident, and they felt really good, too!

When you’re trying to improve, make sure you are clearly stating what’s already working well and what needs to continue so that improvement can be done from a positive perspective.

Identify what needs to be done better or differently, but do it in a way that brings out the best.

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Know What You Don’t Know – 11/5/19

Posted on November 5, 2019 in Customer Service Tip of the Week Please leave a comment

Twitter, Instagram, Facebook – yak, yak, yak.  In the social media world, there’s an awful lot of talk that goes on and a lot of opinions shared.  But sometimes those opinions are not based on any level of deep knowledge. Sometimes they are based on assumptions.

In the world of customer service, basing actions on assumptions is a risk we shouldn’t take, and it’s a risk we do not need to take either.  Taking action is work. Taking action also requires a customer’s time and almost always has some kind of an impact on the customer.  So before we take an action, let’s make sure we know what we need to know.

When responding to a customer need, briefly in your mind run through a mental checklist.  Run through the 5 W’s:  Do you know the Who, What, When, Where, and Why?  If not, these are questions you can ask the customer to give you the information you need before you take action:

  • Who – The name of the person with the need or those involved in the request.
    • Can I get your name, please?
    • Who needs this service?
    • Can I get the name of the person needing this item?
    • To whom am I speaking?
  • What – A description of what they want done.
    • Which service do you need?
    • What would you like done?
    • Which item are we discussing?
  • When – A common understanding of timeframe – when it’s needed.
    • By when do you need this done?
    • When do you need to receive this item?
    • What date are you considering?
  • Where – The location where something needs to take place.
    • Where does this need to be held?
    • Where are you located?
    • To where does this need to be delivered?
  • Why – An understanding of the other person’s goal.
    • What are you hoping to accomplish?
    • What’s your ultimate goal?
    • Can you help me understand the result you’re looking to achieve?

Before you take action for the customer, first know what you don’t know.  Then get to know what you need to know to address the need right the first time.

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