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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

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

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LOTS of Opportunities to Appreciate Customers – 1/28/20

Posted on January 28, 2020 in Customer Service Tip of the Week Please leave a comment

They give us their money, and we give them merchandise. We say “Thank you!”  That is the old-time stereotypical opportunity for a company to thank their customers.  But there are opportunities all day long for us to convey appreciation to our customers.

Beyond the actual transaction, there are so many situations where we can say thank you to the customer.  And we want to do that often, because without customers, we have no business.  We understand that in the vast majority of the cases, the customer could go elsewhere.  They want to feel valued and appreciated, so we want to find ways to convey that appreciation.

Whether you’re dealing with a request, a complaint, or just the customer’s involvement in some activity, you have an opportunity to appreciate the customer.

Convey appreciation to customers or co-workers for their request:  Thanks for your request.  Thanks for asking!

Convey appreciation for telling you a complaint:  Thanks for bringing that to our attention.  I appreciate your telling us about this issue.

Convey appreciation for their participation:  It’s great that you’ve been a part of this.  I appreciate your time and your engagement in the process.

It is not hard to say thanks, but it is often one of the most forgotten aspects of communication with customers.  They are not a box in our process flow; a customer is an individual that wants to feel valued and appreciated.  So we want to make sure that we are not only appreciating them, but we are telling them so.

There are many opportunities to appreciate the customer throughout the day.  Identify them, and act on them so the customer feels how much you value them and their business.

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Peer Recognition Made Easy – 4/10/18

Posted on April 10, 2018 in Customer Service Tip of the Week Please leave a comment


There may be one manager in the department. There may be one supervisor over your division. Those individuals may see you interact with customers, but usually your conversations with your customers are out of the sight of leadership.

Every day you make a difference, and often you’re working side-by-side with co-workers who are also making a difference. So, if we rely only on leadership to recognize us, we’re losing out on one of the greatest sources of recognition – our peers.

A Quick Story – The client called their account representative, Beverly, with a request about the monthly lawn service they were scheduled to provide. Beverly offered some suggestions to the client, noted that Jeremy would be onsite the next day and could provide more information, and shared how knowledgeable Jeremy is on this particular topic.

Jeremy delivered what Beverly promised, and the client sent a thank you e-mail to Beverly, noting and appreciating Jeremy’s patience and information shared. Beverly then routed the kudos to Jeremy and his supervisor.

It was simple.

The employee heard something positive about a co-worker, and let the co-worker know. The employee experienced a co-worker going above and beyond, and she simply shared that information with him.

Beverly could have just heard the compliment, but she took an extra few seconds to share that compliment with others in the organization. This form of peer recognition is exceptionally easy – all you have to do is to share what you hear positively with that co-worker and potentially with their supervisor.

Many of us appreciate being appreciated, but for many of us all the appreciation comes solely from the fulfillment of doing your job well or the occasional but all-too-rare accolades we receive from supervisors. If instead we take on an attitude of appreciation and a desire to point out the positives of peers, we’re filling up people with accolades by simply passing on the positives that the customers share.

Make peer recognition a part of your everyday job. Simply pass along customer kudos.

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Appreciation Multiplies – 9/19/17

Posted on September 19, 2017 in Customer Service Tip of the Week Please leave a comment


Aaron did a GREAT job on the project! Working in the graphics shop at the company, he would help his internal customers address many different design and production needs. But there was something a little different this time.

This time, Jackie – his customer – sent a note of appreciation to Aaron’s boss after the project was completed. The boss – Mark – replied to Jackie and noted how consistently high quality is Aaron’s work. Mark noted how patient and calm Aaron is with customers. And Mark highlighted how Aaron’s customers feel “cared for” and “confident.”

Mark said that he’d share Jackie’s kudos in their monthly department newsletter and share the feedback with his entire team at their next meeting.

Aaron didn’t do good work for Jackie to get all this appreciation, but the appreciation still came. From Jackie. From Mark. Through e-mails and newsletters and meetings. In specific descriptions and in sincere tones. Appreciation came.

But what’s more, appreciation multiplied. The Thank You’s not only came in many forms, but many people now heard what attributes are appreciated by customers and what behaviors are desired by leadership.

When you are appreciative of the efforts of others, remember that conveying appreciation is a necessary thing, a good thing. Sharing that appreciation lets the other person know what they did and how they did it was “spot on.”

And sometimes, that appreciation multiplies.

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