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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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Unblurring the Lines – 6/16/15 TOW

Posted on June 16, 2015 in Customer Service Tip of the Week Please leave a comment


Forty percent of customer dissatisfaction is due to a customer’s expectations not being met. Maybe the company overpromised, or it didn’t even do the bare minimum of what the customer should expect (source: TARP).

But that statistic begs the question: What SHOULD the customer expect?

In today’s world of self-service (from websites to checking out at the grocery story to printing your own boarding pass for your flight), the lines of customer service are being blurred. With customers responsible for more of their service in some of these self-service vehicles, the lines of responsibility between company and customer are not as clear as in years past.

We’re working with a client now that’s running into this predicament. Many complaints are from customers who don’t realize how processes work and what’s their responsibility in service delivery v. that of the business. It’s a government organization where customers schedule appointments or submit plans or request services, and there’s not an obvious distinction between who does what.

The way we’re addressing this is by having customers and employees meet and basically define roles and responsibilities in key services/processes that make up the vast majority of projects. Which responsibilities are those of the customer, which are responsibilities of the organization, and which are mutual responsibilities?

They’re being defined first – clearly stated and documented. Then there will be ongoing educational and communication plans implemented within the government entity and with the customers to clearly articulate who does what.

There will still be the complaints in the future, but they should be far less because customers and employees came together to intentional define and document roles and responsibilities.

Don’t let your customers complain and employees get frustrated due to incorrect expectations that result from a lack of clearly defining roles and responsibilities.

“Unblur” the lines.

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The Customer Decides the Company’s Fate – 9/2/14 TOW

Posted on September 2, 2014 in Customer Service Tip of the Week 1 Comment


Argue with the title if you want – “Nobody decides MY fate!” or “I’m in control of my own life.” or “Our nutty CEO decides our company’s fate.”

Feel free to make whatever argument you’d like to make (and I’m sure many are valid), but here’s my perspective. I’ve worked with local government organizations where community complaints about a particular agency cost the leader his job and cost the municipality millions of dollars in rework that also served as repentance.

I’ve seen professional sports clubs where the dwindling attendance caused executives to lose jobs, or the teams spent millions more than in the past to acquire new fans through marketing, advertising, and sales efforts.

There are so many healthcare organizations today whose CEO is seeing that their government reimbursement is being impacted more and more by the results of patient satisfaction surveys.

In other words, the customer’s voice matters. . .BIG TIME!

That means that we have to listen when they care enough to complain. We have to have a process of frequently soliciting feedback to understand their feelings, perceptions, plans, and suggestions. We have to ask at the end of conversations about experiences so we can fix issues on the spot, and so we can find out what they really liked.

The customer deciding our company’s fate means that once we have them, we have to create a culture that seeks to serve. We have to view them for their lifetime value, not transactional amount. We have to nurture the long-term relationship rather than focusing solely on the task at hand. And we have to become so vital to them, so trusted by them, so much in relationship with them, or so pleasing in their experience with us that – when the fateful decision is made – they decide to stay and grow with us.

In other words, if everyone in the organization truly believes that the customer decides the company’s fate, how would we be different than we are today?

Ask the question, and then live the answer.

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Breaking Down the Infamous 1-on-1 Retention Call – 8/26/14 TOW

Posted on August 26, 2014 in Customer Service Tip of the Week Please leave a comment


I referenced the infamous recorded Comcast Retention call in a Tip of the Week on July 22. It’s been such a lightning rod for discussion that we just recorded a podcast addressing some of the key language that the Comcast representative used during the call. Now, we’ve gained access to what’s reported as being the company’s 13-Step Retention Call Approach. Let’s analyze this from the customer’s perspective.

  1. Greet customer clearly – This is good; customers want to know the employee’s name and department to make sure they called the right place.
  2. Clarify reason for call – We always say “Clarify and Confirm” – ask clarifying questions, then confirm your understanding. Customers want the employee showing that they know the reason for calling (and, in this case, canceling their service).
  3. Relate and empathize – Love this – especially the Empathy portion. Customers want to be understood.
  4. Take control – Not sure why this is here; “control” has a power/aggressive connotation. It’s not good to encourage representatives to get aggressive with a typically-upset customer. Customers don’t want to be controlled.
  5. Set the agenda – Again, this conveys aggression, taking over, not focused on listening.
  6. Ask targeted questions – This may be fine, depending on the definition of “Targeted.” We use that word to illustrate questions unique to the customer and their situation. However, the employee asked “targeted” questions such as “Why would you not want the fastest internet?” This is pushy and derogatory at the same time.
  7. Consider unstated needs / active listening – Active Listening is great! However, “unstated needs” is sales terminology. If someone wants to cancel, you’re in Service Recovery territory, not hardcore sales territory.
  8. Take ownership / make offer – These should work well.
  9. Overcome objections – This is fine as long as the customer’s still willing to dialogue about the issue; if they want to avoid the debate, quickly cancel and go to step 12.
  10. Close the save – Change this to “Close the save…or close the account.” In the end, do what the customer wants you to do.
  11. Confirm details – Always confirm next steps before closing.
  12. End on a positive note – Good step.
  13. Documentation – Good step.

Many of the steps are positive, but where they go wrong is that they focus too much on controlling the customer in a hardcore sales manner instead of communicating with a customer in a Service Recovery mindset.

When a customer wants to cancel or end the relationship, feel free to professionally ask for reasons, but remember that you’re delivering customer service, not driving the hard sell. You may retain just as many, and you’ll definitely avoid the horrific word-of-mouth that this call created.

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