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How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

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

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Confirm the Real Issue Before You Start Solving – 3/10/26

Posted on March 10, 2026 in Customer Service Tip of the Week Please leave a comment

Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question.

Going down that rabbit hole takes time and energy.  In customer service, sometimes that extensive effort is needed, but sometimes it’s not.

Since effort is required to get at the answer, we want to avoid going down that rabbit hole whenever possible.  And if we need to dive in, let’s ensure we’re at least going down the right rabbit hole to help the customer.

They had a poor experience at your office, but what aspect of the experience turned them off?  Was it the people or the process or the layout or the temperature in the room?

They had issues with your website, but what were the types of issues that they encountered, and what device were they using to access the website?

They had a question about the status of their application, but are they concerned with: Estimated time to resolve, or whether their application was received, or who had it, or what stage it was in the process?

For each of these examples, we could make the assumption for what the issue was, at the office, with the website, with their application.  And we could go down a rabbit hole of investigation that didn’t address their core need.

Or…we could ask a few clarifying questions to make sure we knew exactly what they were seeking or curious about.  Then, we could confirm the real issue before we determined how to get them an answer.  We could know whether we really needed to go down a rabbit hole, and – if so – which one to jump into.

Before you start solving, confirm the real issue.

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One Question to Prevent a Follow-up Call – 3/3/26

Posted on March 3, 2026 in Customer Service Tip of the Week Please leave a comment

The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length of call rather than reducing the number of callbacks or increasing first call resolution.  It’s a transactional mindset from management that can trickle down to a transactional mindset from staff – where representatives become more focused on getting off the phone quickly than trying to avoid the even more inefficient follow-up call.

But we want to be smarter than that.  We want to be willing to extend a call by 1-2 minutes if it means avoiding 1-2 future calls on the same topic.  So, if there’s One Question you could ask to prevent a follow-up call, what would it be?  Well, I’m going to give you several examples of that “One Question” to ask:

  • Did you get your question answered?
  • Is there anything else I can help you with while we’re talking?
  • Did you get your need fully addressed?
  • What else can I do for you today?
  • Is there anything else you want to know about before we wrap up our call?

 
There’s nothing magical about these questions.  They’re all variations of the same theme.  Even though you think you have fully addressed their need, before you wrap up, convey a little patience.  Uncover whether there’s anything else related to your response that would be good to cover while you have them on the phone.

This One Question could avoid them having to figure out who to call when that other need pops in their mind.  It avoids them having to wade through your call queue and wait to get on the phone with one of your co-workers (or YOU!) again.  It could avoid your teammate having to open the call and close the call and ask all the discovery questions in the middle; it would avoid having the customer repeat themselves to refresh your co-worker on prior discussions. This One Question could avoid your co-worker having to read through all the detailed notes on the prior call for them to get up-to-speed.

Convey patience before the close.  Ask one more question to prevent the follow-up call.

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Don’t Begin with the Dead End in Mind – 2/17/26

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

Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you to identify a plan today to get to tomorrow’s end goal.

Having an understanding of that end goal helps you design a pathway that can move you toward that goal.  It helps us to create a litmus test for decisions such as: Will this task or time spent on this activity help me to achieve my goal?  If not, then how can I avoid doing that task or minimize time and resources spent on activities that will not ultimately help me achieve my goal?

But even if you don’t believe in goal setting or you’re not a big planner, you can still succeed with the right attitude and the right outlook.

So, let’s talk about those who don’t have the best outlook, who don’t paint that positive picture of the vision.  What about those folks who begin with the dead end in mind?

Don’t Focus on the Dead Ends

I’m talking about those who – from the start – think about the dead ends.  These are people who react to an idea with why it can’t happen.  These are the ones who react to the plan by identifying why it won’t work.  These are the ones who have the best intentions, but they’re just so jaded by what they’ve personally experienced or seen others experience that the response is based on what if it doesn’t work out?

It’s always beneficial to have people with alternative perspectives or those who can play the devil’s advocate.  That type of feedback is helpful in refining a goal or tweaking a plan.  So, it’s OK for that to be an add on, an additional set of questions or information.  But it’s not OK if that is the starting point.

Start with a Positive Outcome and a Plan

When there’s a new idea on how to deal with certain customer issues, how to grow the season ticket holder base, or how to implement some new customer experience, we have to paint a positive picture as a starting point.  We have to create a plan that – if executed effectively – will stay focused on the end goal and efficiently get us from Point A to Point B.

We have to design with optimism from the start.  And THEN, weave in those questions and concerns to make sure our plan is as strong as it can possibly be, anticipating the roadblocks so we can create a plan that is flexible but yet still ultimately gets us to where we want to be down the road.

If you or a co-worker you thought of as you read this Tip are people who begin with the dead end in mind, initially pause your thoughts.  Pause verbalizing all the questions and concerns.  Allow the vision and the plan to develop.  Then, bring up the questions and potential concerns that are going to make the final plan better.

Don’t Begin with the Dead End in Mind.

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