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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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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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Don’t Bury the Lede – 3/17/26

Posted on March 17, 2026 in Customer Service Tip of the Week Please leave a comment

Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue.

Sure enough, a few hours later around mid-afternoon, Mary received another e-mail with the Subject “Water outage is fixed.” It was a long e-mail, but the Subject seemed to say it all, so she went back to her work.  When Mary got home and got a snack, she brought a glass to the kitchen faucet to get a drink of water.  Out of that faucet came some of the most disgusting looking and smelling brown water you’ve ever unexpectedly seen sputtering out of a faucet.  Nasty!

After the initial shock, it clicked with her that this was probably because of the water outage and whatever work they were doing to fix the pipes. So, she let the water run in the sink for about 5 minutes, but it still wasn’t clear and still smelled pretty bad.  She called the utility’s information center, but they were closed for the day.

Frustrated, she got something else to drink, made a quick dinner, and watched TV.  After dinner, she went back to the e-mail to see if there was some other way she could get in touch with somebody to let them know about the water quality issue.

Going Back to the Notification

She started reading the e-mail, going through paragraph after paragraph, and all of a sudden she read that the water could be brown after a repair such as this, and she needed to use a high-volume outlet – like either run the garden hose or run water in the bathtub – to get a lot of water cleared out of the pipes quickly so that water quality could get back to normal.

The information she needed was in the e-mail, but it was buried late in the message.  It wasn’t highlighted; there was no bolded header.

Highlighting the Points Most Important to the Customer

What could the utility have done better in this situation?  It could have realized that what was most important to the customer was having water quality and knowing her part to get clean water again.  The organization could have highlighted those points up front instead of expecting the customer to read through several paragraphs to see if there was anything important they needed to know or do.

When something is important to convey, don’t assume the customer’s going to read every detail.  Put the pertinent information up front.

Don’t bury the Lede.

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