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Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

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

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My 8-Minute Visit at the DMV- 7/28/26

Posted on July 28, 2026 in Customer Service Tip of the Week Please leave a comment

I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an appointment online and decided to go that route instead of showing up and hoping for the best at some other office.

When I pulled into the parking lot, there was only one space available.  When I walked in, I was confused.  The waiting area was nearly full, and immediately to my right there was a police officer who was doing some kind of administrative task with some of the customers.  I waited for a second wondering if he was working with the DMV.  It turns out that he was with the Highway Patrol, a group that shared the space with the DMV, and many (or most) of the people there were waiting to talk with the law enforcement staff.

So, I went around the corner to the other side of the waiting room, and the DMV office was there.  An employee immediately walked by and said “somebody will be with you shortly.”  A few seconds later, a gentleman walked up and asked me for my appointment number or my phone number to confirm the appointment.  Still standing, he tapped a few buttons on his computer screen, printed out a number for me, and told me to wait in one of the seats in the lobby.  He twice said somebody would be calling me “very soon” to one of the numbered windows, and he pointed behind him at the windows.

After sitting for less than 10 seconds, they called my number and asked me to go to Window #5.  The lady confirmed why I was there and asked me for my identification documents.  She told me when and why to sign the keypad multiple times.  She then told me to put my back against the wall and look straight at the camera to have my picture taken for the ID.

She said “look to your left at the screen, and you’ll see the photo.”  And there I was in all of my closed-eyes glory.  She apologized for taking the picture too quickly, and she took it again.  I told her I was going to be going on a trip and asked if she thought I would get the Real ID before then, and she said she hoped so, but – just in case – she instructed me to bring certain documents with me to the airport.

From the moment I walked into the DMV to the moment I pulled out of the parking lot, it was less than 8 minutes.

Negative reputations which many businesses (like the DMV) have are often well-deserved.  But great processes, communications, instructions, attitudes, and systems, can slowly turn the reputation around – at least for certain locations.

If the DMV can deliver a great customer experience, we can all deliver a great customer experience.

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When They Might Walk Out the Door…Permanently- 7/21/26

Posted on July 21, 2026 in Customer Service Tip of the Week Please leave a comment

Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving.

When we say “Moments of Truth” in customer service, this is about the ultimate Moment of Truth.  They are at a tipping point, and how you handle this conversation can determine whether they stay or truly go.

There are so many factors that are at play that it’s difficult to concisely address them all in a brief tip.  But let’s at least talk about one of the most important aspects to this conversation – finding out the Why.

Consider the Potential Whys

Is it because of a bad or a stale relationship, or maybe issues with a product or service?  It could have been the pricing or technology or perceived lack of value.  Maybe it’s about the customer experience, or a competitor just reached out with some enticing pitch or offer.

Whatever their priorities are – speed, responsiveness, quality, benefits and perks, access, consistency and predictability – they are not being met.

Gather Yourself and Respond

When you’re in this situation, in this Moment of Truth, don’t panic.  Take a deep breath, and professionally and respectfully start searching for the why.  Use phrases like “I’m sorry to hear that this is something you’re considering…” OR “Help me understand…” OR “We definitely would love to keep you as our customer, so please share more about but you’re thinking and some of the reasons for it.”

In other words, convey empathy.  Don’t get defensive.  Seek to understand before making some grand sales pitch.  Convey your desire to keep them as a customer, and gain a deeper understanding of their decision-making process.

When faced with a customer who is stating that they’re getting ready to leave, downshift your emotions, convey your interest in them, and seek to understand.

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Let’s be Clear on Clarity – 6/9/26

Posted on June 9, 2026 in Customer Service Tip of the Week Please leave a comment

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 tenets to keep in mind when you’re trying to ensure the customer is clear.

When Customer Education is Needed

Let’s use the example of giving instructions.  These could be discharge instructions given to a patient when they’re getting ready to leave the facility.  It could be instructions to a homeowner trying to understand how to appeal the tax value of their home.  The new season ticket holder account for a sports team could require instructions for how to use the team’s app.

Instruct with Clarity

First, use a multi-mode approach – a mix of verbal and written.  Different people learn different ways, and there aren’t many of us that “get” instructions given in one way one time.  Make sure people have a takeaway to complement and reinforce what you’ve said to them.

Second, add specificity – dates, times, specific URLs, specific guidance on the sequence of tasks.

Third, avoid the confusing terminology.  Eliminate or define acronyms.  Use layman’s terms that a first-time customer would know and understand.

Fourth, limit the verbiage, being as brief as possible.  More information results in more mud that could cloud the waters, making the clear unclear.

Fifth, convey what WILL happen v. what MAY happen, so the expectation isn’t for everything to occur.  That way, they’re not confused if certain steps don’t take place.

Finally, allow time for the Q&A.  One-way communication is not the recipe for consistent clarity.  Allow the person to ask questions or restate their understanding of the instructions back to you.  This is the best way to understand how clear things are in the mind of the customer before you wrap up the conversation.

Be clear on what creates clarity with the customer.

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