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Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

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

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Be the Culture – 10/16/18

Posted on October 16, 2018 in Customer Service Tip of the Week Please leave a comment


As a customer service consultant, I am often in situations with clients where we’re trying to figure out how to deliver a better experience to the customer. It might be an effort undertaken to retain more clients and grow the top line. It may be an effort to streamline operations to serve the customer more efficiently or consistently. It may be an effort to improve quality.

But underpinning any kind of a process redesign or strategy initiative has to be an understanding that the employees are what make those redesigns or initiatives work. The employees are the ones who are implementing those designs. Employees are the ones who are delivering the service or resolving the issue.

So, how the organization sets expectations with staff, trains staff, rewards and holds staff accountable, and models behaviors to staff – in the end – drives staff performance. While many staff are self-motivated, in any organization, employees who are there for any length of time are going to be impacted by that organization’s culture.

And when I say the organization, I’m not talking purely about leadership. How employees treat each other, how they engage with one another, how they do or do not work as a team, how they show appreciation, how responsive and respectful they are to each other has a huge impact on the attitudes and actions of those co-workers.

To deliver a great customer experience, realize that that delivery is happening through you and your co-workers. Make sure you’re creating the kind of culture for those you work with that you hope the organization is creating for everyone.

Be the culture that you desire for your organization.

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Make it OK to Sell the Parrot – 8/21/18

Posted on August 21, 2018 in Customer Service Tip of the Week Please leave a comment


This has been said so many different ways. I’ve noted how an attitude cannot be like a light switch, where you turn it on with your customer and you turn it off when you’re with the co-worker. Last week’s Tip discussed how communication is like water rippling in a pond, because of how it can affect the environment within which you work – words are not just part of the conversation. They often impact the person you’re speaking with or others in the organization. When noting body language, we often suggest picturing yourself in front of a mirror, because your body language provides a reflection of the attitude that the other person perceives.

All of these examples offer a couple key points. First is that – to deliver great service and be a positive influence on the culture, we should look at our attitudes and actions as something that needs to be consistent, an all-the-time thing. Second, we need to have some understanding of how we can influence or impact others.

Will Rogers once said, “Live in such a way that you would not be ashamed to sell your parrot to the town gossip.”

It’s important to be conscious of how we act and how we speak, because in life and in customer service, it’s not always about us. People who are great at customer service realize that so much of what we do is about and for others. So, consciously think about the impact of your attitudes and actions on others. Strive for more discipline in thinking through what is said and what is done…before it is said and done.

While it’s a difficult thing to do for me and I’m sure many of you, working hard to be a more consistent model to others is a key to long-term customer service success.

The parrot sees and hears EVERYTHING! Make it OK to sell the parrot.

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Water Rippling in the Pond – 8/14/18

Posted on August 14, 2018 in Customer Service Tip of the Week Please leave a comment


You drop a rock into a creek, and you see the mini waves created. You watch a golf tournament, and a golfer dumps a shot in a lake – and it ripples. You see a water sculpture with a basin below, you toss in a penny to make a wish, and the water flows in every direction.

Ripples in the pond.

So much of the environment that we’re in – literally, and more so the mental environment that we’re in – is influenced by the words of others. If we hear constant negativity, if others voice constant obstacles, if there is rancor and anger and confusion, then there’s a great risk for those in the environment. We can allow those words to affect our mindset, our behavior, and maybe our own words as well.

Sometimes the environment that we’re in is full of encouragement, reinforcement, positivity, and appreciation. Sometimes those words build us up and are filled with thanks. The words in our environment can emphasize what COULD work and what possibilities for good exist. Those words also affect our mindset, our behavior, and maybe the words that we use as well.

Realize that the environment that we are in is often influenced by communication. The environment created by the words we use is like water rippling in the pond. Our words can influence others. They have the ability to change a perception or a mindset or a behavior or an outlook.

So, when we need to use words, choose words that move the environment in a direction of good.

Remember, your words create an effect like water rippling in the pond.

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