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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

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Provide Customer Service When They’re Absent – 7/12/16 TOW

Posted on July 12, 2016 in Customer Service Tip of the Week Please leave a comment


Rick went on sick leave, hating to miss out on his great relationships with his co-workers for a few weeks but knowing he needed to get himself better. Eventually his health improved, but when he returned, he had resentment against the company.

Although an occasional co-worker would text Rick to check on him or bring him a meal at home, his direct supervisor never reached out. No manager ever communicated with Rick in any way. “They preach caring, collaboration, support, and relationships at work,” Rick thought to himself, “but when you’re sick and at home, it’s like you don’t even exist.”

The local restaurant loved its regulars – they were not only good for business, but they were fun to have around, fun to develop relationships with, fun to just see every week. When a couple of the best customers – Dave and Deanna Lundy – didn’t show for their usual Thursday happy hour or their Sunday brunch for a few weeks, one of the managers and their favorite server noticed. But that’s all they did – they just noticed.

Dave and Deanna had taken a week’s vacation, and then Deanna had gotten sick – even had a brief hospital stay. She was better now, and they decided to try a new restaurant on Thursdays and another on Sundays – for some reason, they didn’t feel the same strong pull to go back to the local place they had patronized for years.

Too often we view customer service as something to do just “in the moment,” reacting to something requested or to an issue presented. But if part of delivering great customer service requires that we care about the other, it should move us to act even when the customer’s not right in front of us. We should be moved to reach out to the co-workers not around. We should want to know if our “regulars” are okay. We should convey we care about them even if they’re not accomplishing a task at work or paying us money for some product or service.

Notice those that are missing, and care enough to serve them when they’re absent.

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Fill ‘er Up! – 6/14/16 TOW

Posted on June 14, 2016 in Customer Service Tip of the Week Please leave a comment


I’ve found myself watching the local and national news much less the last few years. Virtually all their news was negative or graphic or something that engendered every possible feeling that was NOT positive.

I had had enough of the negativity.

Today, I still get my news, but it’s when I want it through the source I want it, and it’s more balanced than you’ll ever see in the nightly news. I get that balance because I choose to fill myself up with knowledge and positivity.

It’s not to say that you should ignore the negative; what I am saying is that – if you fill yourself up with negatives – it’s incredibly difficult to consistently exhibit mindsets and behaviors that are positive.

As a customer service professional, positivity and knowledge are important. The customer prefers those traits, our co-workers would rather work with individuals oozing those traits, and we are generally happier, more confident, more pleasant, and more effective when we have those traits.

So look at what you review online – do you learn and feel better for having engaged with that information source? Make those external sources that which fills you up internally with positives.

Note what people you surround yourself with that provide knowledge/wisdom and positivity. Ensure that those that you interact with – as much as you can control – are individuals that bring you something that you can grow with, learn from, and enjoy.

Are the videos you watch, the messages you read, the conversations you have, and the dialogue you witness filled with negativity, anger, rudeness, divisiveness, or self-centeredness? Find interactions that make you laugh, inform your future decisions, and help you do your job and build your relationships more effectively.

You can’t control everything, but where you have control, fill yourself with knowledge, wisdom, and positivity.

Fill ‘er Up – with good!

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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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