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Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

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

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Improve the Health of Your Customer Service – 5/31/16 TOW

Posted on May 31, 2016 in Customer Service Tip of the Week Please leave a comment


Webster’s has a couple definitions of health. One is “not being sick.” True, but I don’t like defining something by simply saying what it’s not.

Another definition is “vigor of body, mind, and spirit” – much more positive! Let’s apply that to one of our favorite customer service people – you!

The Body – Human energy is something that has not been scientifically studied like it should. Sure, there’s more sleep recommended, Red Bull, 5-hour Energy shots, healthy eating, etc. that are supposed to give you energy. But the reality is, I’ve never heard of a study that identified the true source of “human physiological energy.” So to create physical vigor, that “body energy,” may be difficult. However, in customer service you at least want to have physical health that enables you to go TO the customer, to quickly respond to e-mails, to be there on time for them, to go to the co-worker to address the issue. If you don’t have the energy for these basic customer care responsibilities, work on your body health.

The Mind – Tying into body health, those who want to be great at customer service must be able to focus on the task and the customer. You have to be able to take in the considerations of the customer, co-worker, and company, finding solutions that will – long-term – be best. You have to think outside yourself, identifying what’s truly best for others, and realizing that the more successful those are that you serve, the more success you’ll have, as well. To create the healthier mind, work on your focus, your consideration for others, and making decisions that are best for the long-term.

The Spirit – What I generally love about caddies of professional golfers is that their conversations with the pros revolve around two things – helping make the best decision, and being exceptionally positive! That positivity with the pros improves their comfort level and confidence in hitting the right shot in the best manner. Positivity can drive confidence and higher results. So are you a good caddy for yourself? Do you spend more time telling yourself positives than beating yourself up for issues? Be a good caddy to yourself. Foster a healthy spirit.

Become healthier to improve your service to others. Work to build vigor into your body, mind, and spirit.

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Weigh-in to Buy-in – 5/24/16 TOW

Posted on May 24, 2016 in Customer Service Tip of the Week Please leave a comment


Weigh-in to Buy-in – cool phrase! It’s usually associated with companies trying to get their employees onboard for some initiative or a change that requires employees to make it work. Essentially, the principle is that, if you want employees to buy into this initiative or change, you have to allow them to weigh-in. You have to allow them to have input, to participate in the design process, and maybe even be a part of the decision-making process.

People buy-in more readily if the solution is something they helped to create.

That brings us to a discussion of our customers. This same principle that applies to gaining employee buy-in applies to your internal and external customers.

Have you ever proposed a solution to the customer that didn’t satisfy them? Maybe they had a bad attitude, or maybe they were irate about something, so they were too emotional to consider YOUR idea.

But maybe, just maybe, they didn’t buy-in because it wasn’t THEIR idea; it wasn’t something that they helped to conceptualize; it wasn’t something they helped to design; they weren’t part of the decision.

They didn’t get a chance to weigh-in, so they didn’t buy-in.

There are many ways to get them to weigh-in to a solution. First, you could ask them to suggest what would work for them. “What can we do to make this right?” or “What could we do in the future to better serve you?”

Second, you could offer 2-3 alternatives, and ask what would work best for them. Think of the healthcare worker who can’t let the patient outside to smoke (i.e., non-smoking campus); since there are ways other than smoking to relieve anxiety and stress, offer some options, and let them choose.

Third, if this is an ongoing relationship you’re managing with chronic issues to address (think about the season ticket holders in sports), conduct focus groups, share your organizational goals and challenges, and note your desire for a permanent solution – then ask for their guidance and suggestions.

When you want the customer to love the solution (or at least live with it without voicing the negative emotion), find opportunities to let them let you know what solutions would work best.

Let them Weigh-in to Buy-in.

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Elaine had an Eye for Customer Service – 3/29/16 TOW

Posted on March 29, 2016 in Customer Service Tip of the Week Please leave a comment


I don’t know if she realized it, but Elaine was great! The Optometrist Assistant went to the waiting room to call on Rodney, and she smiled as she said his full name. She introduced herself and asked him to follow her to the exam room.

As they entered she said – You get the BIG chair!

She asked about Rodney’s weekend and shared a little about hers as well when he asked. She told Rodney what she was about to do and why – whether it was checking vision or putting drops in his eyes.

They discussed the doctor he had met with months earlier when he was having an issue with floaters, and she raved about the doctor – “a special person…84 years old – been here his entire career…very thorough.”

When she was done with the diagnostics and drops, she conveyed a sense of urgency (but not anxiety) on Rodney’s behalf by pleasantly saying “let me get Dr. Smith in here for you.”

These are snippets from the conversation between Elaine and Rodney, but they illustrate so much that’s great in customer service:

  • Share your name and use their name – This personalizes the conversation
  • Be inquisitive – This conveys your interest and shows you care
  • Build up co-workers in front of customers – This adds credibility to the co-worker and the organization
  • Describe next steps – This reduces worry by making the unknown known
  • Explain “the Why behind the What” – This enables the customer (or patient!) to feel more comfortable with what’s being done; it helps with their buy-in and support.

 
Sometimes little things mean a lot. Learn from this little interaction about how a great customer experience can look.

Develop an eye for great customer service.

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