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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

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

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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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Reciprocate the Thanks – 5/19/26

Posted on May 19, 2026 in Customer Service Tip of the Week Please leave a comment

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 online: Jasmine, What a fantastic review! We are thrilled that you shared these wonderful things with us.  Please know how much we appreciate you and hope that every experience you have with us is as positive!

Fred was supporting a client – a local government agency that had previously not been performing well.  During a meeting about 6 months into the consulting project, a director at the agency paused to thank Fred for the ongoing support and guidance, and for helping the department performance metrics to consistently improve over the most recent 4-5 months.

Fred replied: That’s very kind of you.  It’s been a great experience working with you and your team, and I’m glad we’re seeing the progress you all have been working hard to achieve.

In both of these real-life examples, the customer is appreciative – WOOHOO!!

And in both cases, the person who receives the thanks on behalf of the company reciprocates that appreciation.  Those statements back to the customer are short, sincere, and positive.

It’s great to get a “Thanks!” from the customer.  And some days those thank yous are few and far between.  But if we’re fortunate enough to get them, it’s often good to thank the customer for their role in making it a great experience, to convey you appreciate them, to convey you value them.

Reciprocate the Thanks.

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Slowing Down the Fast Talker – 3/24/26

Posted on March 24, 2026 in Customer Service Tip of the Week Please leave a comment

Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible. 

So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible solutions.

He was especially happy to engage a fast-talking customer, because he could identify that one key word more quickly.

The Issue with his Approach to Problem-Solving

In theory, a fast-talking customer may be conducive to accessing a lot of information and wrapping up the conversation quickly, but it might NOT be conducive to wrapping up the issue correctly.

Jeffrey found that finding that one word led to assumptions about other key poinsts, and he would go down the wrong path only to have to do some rework or engage the customer multiple times to rectify what was truly the problem.

So, he devised his own methodology.  He took this non-stop or fast talker, and he came up with a way to slow down the customer.  Jeffrey realized that – to fully help the other person – he needed to understand the situation and its uniqueness.  And having a customer that was pinballing all over the place when describing what was going on wasn’t helping either of them to get to the right answer.

The Solutions He Developed

Jeffrey learned to interrupt politely and professionally: “I’m sorry to interrupt.  I just want to make sure I’m understanding exactly what you’re saying.  Is it OK if I ask you a couple quick questions?”

Jeffrey learned to clarify key points: “Just so I’m clear, did you say that that transaction happened in person or on the website?  Was that two weeks ago or last week?”

Jeffrey learned to summarize key points: “My understanding of what you just said is that the return was made last Tuesday, you were supposed to get a notification and never did, and you haven’t received the refund on your account at this point.  Did I understand those points correctly?”

In dealing with the fast talker, use these techniques when you need to slow them down.

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