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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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Dealing with the Issue of Blaming – 9/11/18

Posted on September 11, 2018 in Customer Service Tip of the Week Please leave a comment


He who cannot dance claims the floor is uneven.

A bad workman blames his tools.

Blame is like the lightning; it hits the highest.

Let’s talk about blame. Often in the world of customer service, we are responding to an issue or a complaint, and usually there is a cause for that complaint. Highlighting the cause, if done incorrectly, often includes blame. But we need to understand what blame does and does not do.

Blame does not move someone closer to a resolution. Blame does not build rapport and relationships. Blame does not keep the issue from arising again. Blame does not keep the conversation in an even and professional tone. Blame does not allow for acceptance of personal responsibility by the “blamer.”

Instead, blame can be like the lightning. It can cause the damage. It can make a loud noise. It can create an adversarial situation or adversaries. It can cause us to look at others or at other things to identify what they did wrong instead of looking at ourselves for what we could do differently next time.

In other words, blame doesn’t really get us anywhere. And when you are in a difficult situation with a customer or a coworker, you need to get SOMEWHERE. You need to find some common ground. You need to figure out how to move forward. You need to find some kind of a solution or some kind of a way to a next step. You need to figure out how to maintain or build a relationship.

When dealing with difficulties with others, avoid blame. Don’t blame the tools or the dance floor.

Look for positive and productive ways to move forward.

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Let Your Words Change Their Tone – 7/10/18

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


When we’re conducting web-based surveys for our clients, sometimes the respondent will bypass the survey and decide to send us an e-mail directly, or they’ll send us an e-mail in addition to the survey responses that they already provided online.

When we get these direct e-mails from the client’s customers, often they voice frustrations, and they either didn’t want to convey them through a survey, or they wanted to convey them in a way that emphasized their concerns. Sometimes they want us to rectify issues when they’re getting no direct solution from the company itself.

Whenever we receive these types of messages, we reply immediately. And every time we reply – regardless of their tone – we start by saying “Thank you,” and we end by saying “Thank you.”

It’s something that we emphasize when communicating with any customer, but it’s interesting that the mere statement of “Thank you” up front and the statement of “Thank you” in the end often changes how your message is received by the other person.

We frequently get follow-up e-mails from these irate customers, and they say “Thanks!” back to us for responding and getting the ball rolling. They apologize at times for dumping their frustrations on us. They change their tone in large part because we thank them for sharing their concerns with us.

Try this for a day or – even better – a week. EVERY TIME you talk to somebody on the phone, you respond to an e-mail, you see somebody face-to-face, start by thanking them for bringing something to your attention or for sending you the message. End by thanking them for what you learn from the conversation or for being willing to convey their message to you. This is not just for those irate customer situations. It is also for any conversation you have with a co-worker or customer.

It’s not as catchy as “ABC – Always be closing,” but “ABT – Always be thanking” can have a dramatic effect on others…and maybe even yourself.

By using the simple words “Thank you” at the start and by ending with “Thanks!”, your words can change their tone.

Use words to convey appreciation. See how the tone of conversations begins to change.

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Light Up the Room – 7/3/18

Posted on July 3, 2018 in Customer Service Tip of the Week Please leave a comment


Maybe you are one of those people. Maybe you work with or are friends with one of those people. You know the kind of person I’m referring to; it’s the person who lights up the room. Literally, the positivity, the tone of the conversation, and the energy of the room become more vibrant, more pleasant, more fun, and more enjoyable.

The people who light up the room make the environment better, and seemingly any topic or conversation or point of debate is seen through different, more positive and open lenses.

Whether we’re trying to be a good team player with our co-workers or trying to address the customer’s issues, needs, or goals, so much of how well we do is dependent on whether or not we are someone who turns up the wattage.

The people who light up the room seem to have certain traits and behaviors. They smile more. They tend to move more. They GO TO people as opposed to expecting people to go to them. They seem to connect with others and connect people with others. They’re looking around the room, not operating with blinders on; yet they somehow make each person feel exceptionally important. People who light up the room know how to use their body language to convey openness and interest. Their arms move and rarely stay folded. They ask and inquire. They convey appreciation and say thanks.

If you want to be a great team member or provide great customer service, think about the environment that you are creating for those around you. Think about the impact that you have on the tone of the conversation.

Think about how you can light up the room.

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