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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

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

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Explain without Over Explaining – 2/10/26

Posted on February 10, 2026 in Customer Service Tip of the Week Please leave a comment

The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand.

We know so much, and we could impart so much, but sometimes imparting everything we know causes more harm than good.

Interpreting the Presentation

I have a client who recently asked that I take a look at a draft presentation they were preparing to deliver to their audience.  It was going to describe their department and how it was organized, the different areas represented and their roles and responsibilities.

As we walked through the 21-slide presentation slide by slide, what they were conveying on each slide became clear only after a bit of Q&A between us.  Each slide was either confusing or too detailed or too full of jargon.

When we reached Slide 20, there were 4 bullet points – 1 point representing each of the 4 areas within the department.  Finally, on Slide 20, I understood.  I got the full picture based on 4 simple points, when I hadn’t gotten the full picture based on the prior 19 slides.

“Why don’t we start with this slide,” I said, “and then if the other slides are necessary, they’re just building on the information you conveyed at the beginning.”

Starting Broadly, Getting into Details Only if Necessary

Our conversations with customers can go similarly.  We have so much to share, but what they really need to know are 3 or 4 key points, 3 or 4 key steps.  Explaining something to the customer doesn’t mean explaining everything to the customer.

Describe the core of the process or the steps or the answers.  Then, if needed, get into the “19 slides” of detail.

Explain without over explaining.

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Tell Them the MOST Important Point – 8/16/16

Posted on August 16, 2016 in Customer Service Tip of the Week 1 Comment


I’m wordy. Brevity isn’t my gift. In high school, some of my sports teammates called me The Rambling Man.

I was once in a meeting at a hospital with a COO who asked my opinion on an important decision they were to make. I waxed eloquently about the pros and cons of each option, offering very sound, salient points. After a couple minutes of my wisdom, the COO responded “Therefore?”

“Oh!” I replied. “We should go with Option A.”

What the COO really wanted was my “Therefore,” but I was more focused on all the rationale that led up to my recommendation.

When you’re dealing with a customer, sometimes it’s easy to fall into the trap of providing so much background or detail in a situation that we forget to emphasize (or even say) WHY all that information is important and what specifically should be done.

Here’s another example: When we conduct mystery shopping engagements for clients, sometimes the shop consultants will ask the employee a question about a need or issue, and the employee rambles through 37 potential services without ever recommending something specific based on the specific customer’s need.

All these points (am I rambling again?) come down to the main point. Before you respond to the customer, ask yourself “What is the most important thing I could tell them?” or “What do THEY care about most?” or “What do I suggest happen in this situation?”

Ask yourself the key question to ensure you give them clearly, specifically, and succinctly what they need.

Remove the Rambling. Tell them the MOST Important Point.

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