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Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

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

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Boost Customer Happiness – 7/9/24

Posted on July 9, 2024 in Customer Service Tip of the Week Please leave a comment

There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make it from scratch.  Sometimes it’s a success – it looks and tastes just like the original – and sometimes it’s not just like the original…it’s even better!

In customer service, it’s difficult to “make someone else happy,” so let’s consider this Reese’s Peanut Butter Cup approach.  Let’s reverse engineer customer happiness.

Think about times and situations where you see a happy customer.  What is happening in that moment?

When I see happy customers, I can usually tell customers are happy because they’re smiling or laughing.  When they’re smiling, they’re often talking to an employee who’s also smiling.  They’re engaging with an employee or others around them about some light topic.  It’s a conversation, not about issues or politics; it’s a conversation about a pet, the greeting card they’re buying, something interesting about the building, or something funny going on around them.

The customer had a need, and the employee showed them the exact right product to meet the exact right need.  The customer smiles.  There was an unexpected coupon or a special discount.  The customer’s eyes light up.

So, those happy customers are often a reflection of happy employees.  The happy customers are engaged in conversations.  The topics are lighter and less serious.  They are aware of their surroundings and notice the interesting aspects, or the employees are pointing out those sites or situations for the customers.  The customers have some unexpected positive, or the employee helps them to find the perfect answer to their question, the perfect solution to their issue.

While it’s tough to make other people happy, to create a little more happiness in your customers, just watch some happy customers.  See what’s making them smile or laugh or convey a little joy.

Then do a little reverse engineering to boost customer happiness.

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Nurture New Relationships – 6/4/24

Posted on June 4, 2024 in Customer Service Tip of the Week Please leave a comment

Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service.

All the while, he was in the process of renovating a storefront for his business, so he was dealing with the local municipality a lot on plans and inspections.  But to Freddie, the process was shockingly easy.  Well, maybe the process wasn’t easy, but going through the process was easy.

For the most part, submitting plans through the web portal, getting comments on plans and getting inspections scheduled and conducted was typical. Getting results of the inspections and correcting issues – these were all fairly standard processes – sometimes cumbersome, sometimes clunky or not self-evident.

The Secret Weapon

But Freddie had a secret weapon; the municipality in this community had a navigator position.  This was essentially a governmental point person to help business owners and developers work through all the different processes that they had to deal with for remodels, renovations, new development, etc.  No matter what area of the city or county that Freddie was dealing with, the navigator helped him through the process.

The navigator not only met with Freddie upfront when he first submitted his plans, but the navigator conducted what was akin to an onboarding session like you would do for a new employee.  The navigator set up bi-weekly calls with Freddie to ensure he was on track, and would have as-needed communications to help through issues.

See Him as an Individual

The navigator learned about Freddie as well as learning about his project.  The navigator would send Freddie information in advance of when he needed it to help him to prep for the next step and make sure he kept things on time and on budget.

The navigator’s name was Helen.  And while this seemingly fairy tale experience did not end with the main characters getting married, it did end with Helen having started and nurtured a relationship on behalf of the municipality with the new business owner.

Think about the new customers you have and how they and their needs are so different than those of your existing customers.  Intentionally map out a process and approach to help them navigate any pitfalls.  Dedicate resources to onboard these clients, nurture relationships, and grow your business by helping them to grow their success with a great customer experience.

Nurture New Relationships.

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There’s Positivity in Patience – 5/28/24

Posted on May 28, 2024 in Customer Service Tip of the Week Please leave a comment

The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting took a little while longer than normal, but all the paperwork was completed right the first time, and the customer walked away feeling comfortable with what they did and confident in the company.

The nurse dispenses meds to many patients every day, and she always puts the pills in a little cup for the patients to take; but one patient is much more receptive to taking the meds if they’re put in a spoon.  So, the nurse makes sure that, for that one patient, there’s a spoon available.  It takes a few extra seconds to get the spoon, but the patient is less hesitant to take the medication, and the encounter is much more pleasant.

The high school central office staff person is answering call after call. The questions are usually pretty simple, or she quickly identifies where to route the call.  Despite the many calls she gets, with each one, she slowly and pleasantly introduces herself, notes the area she’s located, and makes a warm greeting to the caller.

Each employee is being patient.  Each has a task to do, and they could spend less time doing it in the moment, but the experience would not be as good from the customer’s perspective.  The perception of the employee would not be as positive.  And the total time required to handle those encounters, could easily be longer if the employee was not so patient.

For example, maybe the financial services person would need a second meeting because the customer didn’t feel comfortable with how the Q&A was going.  Maybe the nurse would have a longer and more challenging conversation with the patient, trying to get her to take the meds out of a cup.  Maybe that caller into the central office gets transferred incorrectly, and it wastes a co-worker’s time because the central office staff person was trying to move the call along too quickly.

Rarely does patience hurt the customer experience in the short-term, and it will infrequently take up excessive company resources in the long-term.

Convey a little extra patience to create a little more positivity.

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