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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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Trust-building in the Moment – 6/13/23

Posted on June 13, 2023 in Customer Service Tip of the Week Please leave a comment

The customer is often the ultimate supplier of the information we need to help them.  So, we want customers to be open with us, to share their feelings, goals, issues, perceptions.

Building trust is a long-term enterprise, but many of us don’t have much time with the customer.  However, we still need the customers to be open enough to share with us so that we can be most effective in helping them.  Here are some keys to building trust in those short but important moments of truth…

Speak to what they’ve said.  The most important action is listening – asking the questions to get the information we need.  Most of the keys below are about what we say or what we convey, but it all starts with what we hear.

Speak with intent.  We need to be intentional about what we say.  Tossing in unclear words or commitments, having a tone that lacks confidence, making promises or sharing stories that don’t relate to what the customer conveyed can cause the customer to lose our main point.  It can cause them to think they haven’t been heard; they can lose confidence and trust.

Note what you can do by illustrating what you have done.  For customers to have faith that we can help, tell them what we can do, but it strengthens the story to tell them what we have done with others.  If we can illustrate a potential resolution that will be done for them by noting similar action taken for somebody else, it helps to build their trust and confidence.

Be open to engender openness.  If we want them to be open, we need to be open.  It’s hard to get somebody to share if they don’t feel like we’re willing to do likewise.  So, if you have questions that you need answered on their behalf, tell them that you need to investigate.  If you’re not 100% certain of the best option, tell them, and also let them know what you’re going to do to close that confidence gap.

Do what you said you will do.  Finally, so many of us judge trust based on whether or not the person did what they said they’d do.  This requires three things.  First, be clear with them on what we promised. This may include sending them follow-up messages to reinforce what we have verbally stated.  Second – obviously – do what we said we would do.  Third, tell them what we did.  Action is only as strong as the customer’s recognition that the action we promised actually occurred.

Tap into these 5 keys to build trust in that moment of truth.

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Show Your Confidence – 9/7/21

Posted on September 7, 2021 in Customer Service Tip of the Week Please leave a comment

“Self-confidence is the first requisite to great undertakings.”

To do something great, you need to have confidence in yourself.  That confidence often comes from positive experience, preparation, understanding what has happened and could happen, and having the knowledge and resources and training to address it when it does happen.

If you want to do a great job in your role in service or in delivering a customer experience or dealing with the irate customer, remember your positive experiences, prepare, understand what happened and why and that it could happen again.  Know your resources, and train with others so that you can address even the greatest of undertakings.

“With self-confidence fulfilled, you’ll find that folk have confidence in you.”

While having confidence is important, when we’re working with customers, it’s also exceptionally important to show your confidence.  People don’t always take what you say or the information you provide at face value. Oftentimes, they judge the quality of the information and the credibility of the person providing the information based on how that information is delivered.

If you want the customer to accept what you say, have faith in what you decide, and trust the direction you provide, it needs to be delivered with confidence.

Confidence is often conveyed by presenting something with a focus on the other person.  It’s conveyed with clarity of thought and well-articulated words.  It’s often conveyed with brief statements as opposed to lengthy and rambling narratives.  And it’s conveyed with your nodding of the head or with your strong yet conversational tone.

Set yourself up for customer service success.  Invest in yourself so that you are confident in the work you do.  Then present yourself in such a way that the customer shares your confidence.

Show your confidence.

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Optimism – A Force for Good in Customer Service – 2/16/21

Posted on February 16, 2021 in Customer Service Tip of the Week Please leave a comment

Will 2021 be a better year than 2020?  I have absolutely no idea.  Maybe it would be nice to see into the future and know for certain, but I can’t and I don’t.  But as I wade further and further into this year, I can hope that the water warms, or I can fear that a big wave is going to knock me over.  I can choose optimism or pessimism.

Optimism is about hope – it’s about faith or belief or confidence in the possibility of a positive outcome.

Colin Powell once said that perpetual optimism is a force multiplier.  In other words, positivity can create momentum, can create power – people are attracted to it and will go with you if that optimism can become a sincere all-the-time thing.

If we want our co-workers and customers to follow our lead, it benefits us to enlist the power of optimism.  If we want pleasant, positive, Yes-oriented interactions, it benefits us to be pleasant, hopeful, and optimistic.

Sometimes it’s easiest to define a word or explain a concept by contrasting it, so let’s consider some examples.  Kahlil Gibran said:  The optimist sees the rose and not the thorns, the pessimist stares at the thorns, oblivious to the rose. Here are a couple other quotes…

  • A stumbling block to the pessimist is a stepping stone to the optimist.
  • A pessimist thinks there’s nothing so bad it can’t get worse; an optimist thinks there’s nothing so good it can’t get better.
  • An optimist sees an opportunity in every calamity; a pessimist sees a calamity in every opportunity.

 
Now let’s refocus on the good – the optimistic viewpoint – hoping and believing that things will turn out well and imparting that hope and confidence to others:

  • Yogi Berra used to say it ain’t over ‘til it’s over. At the end of sporting events where my team is losing, my wife likes to say:  It’s not over yet.  They can come back!
  • Robert Browning encourages us not to look down, but rather to look up. Don’t focus on the difficulty you’re in as much as the direction you want to go.
  • Walt Whitman said the strongest and sweetest songs yet remain to be sung.

 
If times are difficult, remember that today’s circumstances don’t dictate tomorrow’s outcomes.  If times are good, know that they can get even better.

Often our perspectives and our outlooks affect others, and if we want to draw people in and get them to have confidence in us, our decisions, our direction – we can use optimism to be that draw.

Use optimism as a force for good in your service of others.

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