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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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See the Customer’s Journey from Their Perspective- 7/7/26

Posted on July 7, 2026 in Customer Service Tip of the Week Please leave a comment

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 of the customer, they have a journey, often an ongoing one with your organization.  So, it helps to understand their perspective, so that you can deliver a better experience, foster a stronger relationship.

Need and Awareness

Let’s start very high-level.  Their journey usually begins with them identifying a need or issue to be addressed, followed by their creating an awareness of your product or your service, or their need reminds them of having heard of your service.

Research and Purchase

Then, they conduct research on the service, or they make an inquiry.  They want to learn more.  That’s when the sales and customer service kick in, and it can lead to an acquisition or a purchase.  This is what most people think of when they think of that customer transaction.

Receipt and Evaluation

Then they receive the product or the service that you deliver.  They are experiencing that product or service and every process/person/policy associated with its delivery, and they’re forming opinions.  They’re going through an evaluation process.

Support…or Not

Then they need support, they need guidance, they need questions answered or issues resolved, and they have to determine or research how to make that happen.

They get that support…or not.  They get that answer from your team…or elsewhere.

Word-of-Mouth and Repurchase

Finally, they decide what that word-of-mouth is going to be.  Will they talk you up positively, be indifferent and not mention your organization at all, or complain to their friends and co-workers?

And that word of mouth – formed from their opinions and experiences – could lead to the potential repurchase of your product.

Understand where you are in this journey, but realize everything that comes before and everything that comes after.  The nature of your encounter with the customer is going to be framed by what happened before, and the experience that the customer and your co-workers have down the road is going to be framed based on the customer’s encounter with you.

See the customer’s journey from their perspective.

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Gaining the Benefits of the Greeter- 6/30/26

Posted on June 30, 2026 in Customer Service Tip of the Week Please leave a comment

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 just loved people, was very cheery, and he was a never-met-a-stranger type of person.

And when we look at the impact of the greeter, there are many layered benefits.  Let’s focus on the key one – the first impression.  The greeter is the tone setter.  They create the environment for the encounter by simply being welcoming up front, initiating the conversation, letting the customer know that they are seen and heard.

There are ancillary benefits, as well, in terms of people getting their questions answered right off the bat.  The customer receives directions so that it saves them some time.  And customers who may have some unsavory reason for entering the building will realize they are not so inconspicuous, and they may change their mind about what they had planned.

But again, the core benefit is that initial warm welcome.

Maybe we’re not as gregarious as most greeters, but we all have the ability to use our words to welcome someone.  We all can initiate a conversation with someone.  We all can look people in the eye and smile so they feel seen and heard.  We all have the knowledge to answer questions and to direct people, or we likely know a co-worker or a resource that can do that when we don’t have the best answer in the moment.

In other words, we can still gain the benefits of the greeter, by just seeking the customer, engaging the customer, and setting a positive tone for the visit.

Create a great first impression by channeling the greeter inside you.

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Seamlessness – Why the Customer Thanked You – 6/23/26

Posted on June 23, 2026 in Customer Service Tip of the Week Please leave a comment

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, and extra work resulted.

The Many Serving the One

The reason for the e-mail wasn’t just about thanking this employee for the great service, but it was also about how the first employee contacted really listened and understood the uniqueness of the situation.  How subsequent employees were patient in dealing with the personal emotions as they helped set up new accounts, change account holders, and educate the customer on options.

It was about some staff being unavailable on a given day, but others jumping in.  It was about notes being taken so that the customer didn’t have to retell their story over and over again, and – in the end – it was a story of appreciation because employees listened, they documented, they did what a customer wanted and offered options, and they did it all with patience and care.

As the customer said in their letter, the employees were able to balance being “understanding and knowledgeable.”

Our Lessons Learned

More often than not, your interactions with customers are not 1-time transactions.  There is a series of conversations and requests and emotions and education, and often it’s not one employee being the only point of contact.  Rather, it’s many employees collaborating – sometimes in real time, and sometimes when there are weeks between each individual encounter.

To any given staff person, this may just be 1 customer.  So, there’s the risk of 6 different employees treating the situation as 6 different customers.  But to the customer, it’s all one company, all one series of needs, and all one long thread of communications.

From the customer’s perspective, their communication with you is part of a long thread that weaves throughout the relationship with your company, with many communications before today and likely many after today.

Make sure the thread is strong, continuous, and seamless for the customer.

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