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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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Build Your Confidence with the 5 P’s – 4/22/14 TOW

Posted on April 22, 2014 in Customer Service Tip of the Week Please leave a comment


Sometimes a person’s anxiety, worry, indecision, passivity, inefficiency, and lack of ownership can all have the same source – lack of confidence. It could be the student unwilling to raise his hand in class; we could be discussing the leader making decisions simply by not making decisions. Maybe it’s the adult talking with twelve friends and family members about something to gain the 100% certainty that will never exist. Maybe it’s the employee who won’t take on a responsibility because they’re afraid of doing the wrong thing.

Years ago, we shared a Tip of the Week (TOW) that talked about how to build confidence, and what we’re doing today is expanding that list to build your confidence further. To build your confidence, here are the 5 P’s of knowledge-building. You need to “Know Your:”

  • Processes – Learn your organization’s information flows and process flows so you can know HOW things occur and be able to explain the HOW of actions to customers.
  • Policies – Understand the company’s policies and the reasons for them to be able to explain the WHY behind the WHAT to customers.
  • Products – Become well aware of your organization’s products and services so you can easily match the customer’s issue/need/goal to your company’s solution.
  • People – Know who does what in your organization so you’re aware of whom to contact to address a need; also, get to know your customers – ask questions, look at their purchase/participation/service history so you can tailor your response to what makes them and their situation unique.
  • Purpose – Understand your purpose. We’ll address this more in next week’s TOW, but think of Purpose like this – why do you do what you do? Beyond the tasks, meetings, notes, communications, paperwork – what is the greater good in what you do? If you know the ultimate goal of your role, you can be more confident, particularly when what you are being asked to do might not be “within the job description.”

Use this knowledge-based approach to becoming more confident in interactions with customers.

Build confidence by building knowledge.


The Great Manager I Never Met – 4/15/14 TOW

Posted on April 15, 2014 in Customer Service Tip of the Week Please leave a comment


I was fortunate to have been asked to speak at a finance association conference this past month on the topic of “Customer Service in the Tax Office.” I know that’s not the most exciting title, but it was a fun group!

I stayed at the hotel where the conference was held and had several interactions with the hotel staff while there:

  • I talked with two staff at the front desk during my stay; they each greeted me as I entered the lobby on two separate occasions, addressed my needs, proactively shared where the events were taking place in the hotel as I was checking in, engaged me in some pleasant chit-chat about the weather, etc. It was simple, pleasant, proactive, and done in personable way.
  • Since I arrived late in the day, I decided to order room service, and the room service person on the phone was upbeat, made recommendations to me in a confident manner in response to my questions, confirmed my order, and told me by when the meal would be delivered.
  • The room service delivery person delivered the meal a little early. He was professional in dress/demeanor, pleasant to chat with, patient with me, and closed positively.
  • As I entered the elevator from my floor to check-out, a housekeeper exited the elevator. She smiled, placed her hand on the side of the door to keep it open, and asked me to what floor I was going. She then pressed the button for me, smiled, thanked me, and moved on.

There was no individual “WOW” moment, but the high performing consistency made it a collective WOW experience!

Now, I never met the hotel manager; I’m not sure I ever even spoke with a supervisor-level individual. But I can tell they have a great manager. In the Moments of Truth with these five employees, every interaction was positive, was pleasant, was professional. Every interaction had a little that went beyond the basic expectations.

You don’t get that purely by being lucky. You develop efficient processes. You hire the right people, train them well, don’t overly script them, and motivate them to keep them happy and pleasant.

Sometimes you can identify great managers without ever seeing them.


More Confident Customers are Less Nervous – 10/29/13 TOW

Posted on October 29, 2013 in Customer Service Tip of the Week Please leave a comment


It was just going to be a minor procedure, but Damon was still nervous. He had a hard time concentrating on what he was reading in the waiting room, and the minutes of wait seemed interminable. When the nurse came to the waiting room to bring Damon back to get prepped, his anxiety levels slowly began to fall. The nurse smiled and introduced herself and asked how he was doing. As they walked, Damon was asked several questions, with the nurse confirming his situation and the procedure that was going to take place.

She conveyed her knowledge of his details in those confirming questions, and then told Damon a little about herself, the doctor, and their experience in performing the procedure. She noted how many patients they had cared for in similar situations, and how the patients often remarked about how surprisingly good they felt right after the procedure.

The nurse then asked Damon what his understanding was of how long it would take and what the post-procedure recovery would entail. After Damon explained his understanding, the nurse used his words and his explanation and transitioned to a discussion of the process, the steps, and the timeframes.

Through this 1-on-1, personalized discussion, several things happened. He had formed a personal rapport with the nurse. He felt confident in the nurse, doctor, and the organization. Damon had a clear picture of what was to happen and how long it would take. He felt like he could ask any question and get a specific answer. He was more confident and less anxious.

Soon thereafter, it was time for the procedure. The doctor walked in wearing a surgical mask and carrying. . .a chainsaw (just kidding – it is Halloween week after all!).

Address nervousness and anxiety with confidence-building communications.

 


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