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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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Share the Why to Value the Customer – 7/25/23

Posted on July 25, 2023 in Customer Service Tip of the Week Please leave a comment

We encourage our clients to explain “The Why behind the What” to the customer.  Usually we suggest that staff explain Why so that the customer understands the reason for a change or can buy-in to a particular solution.

However, explaining the Why is also effective when you’re doing some very routine things for the customer.  When you explain Why you’re doing the task, the customer understands the benefit to them.  It makes them feel valued.  It often makes them feel important.

I’ll walk you through this document, so you’re clear on the main takeaways and are comfortable with the next steps.

To keep you informed, I’ll send you an e-mail on Friday with an update.

To protect the carpet and floors in your home, I’ll be wearing covers on my shoes.

I’ll share a copy of the contract using an encrypted document to protect your privacy.

I’m providing you this 1-page map of the event site so you can quickly get to the activities of most interest.

I’ll give you my cell phone number so you can easily get in touch with me if you have any questions or if other needs arise.

If you just take the action noted in the 6 statements above, then:  You share a document, you send them an e-mail, you wear shoe covers, you send the contract, you give them a 1-pager, you give them a phone number.

However, if you explain Why and focus on the benefit to the customer, then: They feel comfortable with next steps, they’re kept informed, their carpet and floors are protected, you’ve protected their privacy, they save time getting to the activities of most interest to them, and they can easily get in touch with you as needs arise.

Even when you’re doing the routine, try to describe it to the customer.  State what you’re doing, but also share Why to help them feel important and valued, to ensure they understand the benefits of what you do for them.

Share the WHY to Value the Customer.

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Navigate their New Experience – 7/18/23

Posted on July 18, 2023 in Customer Service Tip of the Week Please leave a comment

Everything is changing for customers.  How they buy products and services…how they get customer service…where they get information from, and who provides the information.

So, confusion and frustration can ensue.  Let’s help customers navigate our new world, our new systems and processes.  It’s about Empathy and Expectations; it’s about Input and Improvement:

  • Empathy: If customers are upset or frustrated, and you show empathy, they’ll feel you’re listening. Listening conveys that you’re an understanding person who cares about them, their situation, their feelings.  Don’t argue or interrupt; instead, agree with some of what they say.  They’ll feel that they’re interacting with someone who’s on their side, and that can bring down the emotion.
  • Expectations: If customers are used to different processes, systems, and wait times, be proactive in communicating what they should expect from now on; in e-mails, texts, letters, onsite signage, and in discussions, explain processes simply and succinctly.  Describe timeframes, and share what they need to do v. what will be done by the company.  And when the customer is engaged with your business, ensure that your best teachers are charged with engaging the customers on the new steps.
  • Input: Getting through the implementation of change is a success; but it’s just the start.  How can we get feedback from the customer?  If satisfaction and retention of the customer are important, then we need to find ways to get them to weigh-in on the process.  What’s the experience like from their perspective, and how can we be set up to pivot based on the input?
  • Improvement: Take the customer input; use it to consistently improve the processes, systems, communications, and training.  Consider 90-day post-implementation action planning – make continuous improvement just how you operate.  Seek input to drive progress.

When changing the customer experience, help the customer to navigate their new world.

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Connect – The Power of Working Together – 7/11/23

Posted on July 11, 2023 in Customer Service Tip of the Week Please leave a comment

Herman Melville, the American writer/novelist, once said:  We cannot live only for ourselves. A thousand fibers connect us.

One great characteristic of those working in customer service is the fact that we are living and working for others as much or more than for ourselves.  Melville talks about having connections with those others.  A good way for us to look at connecting with others is to see it both from an external connection as well as an internal connection.  

Externally, we could be talking about our customers, the parents of the children we serve, our clients, our season ticket holders, residents in our community.  How do we build relationships with them?

It helps to have common goals so that we know that we are working together towards something.  It helps to build trust – doing what we say we will do – and loyalty.  It helps to be solution-oriented when building relationships, so we can see positive outcomes from our actions together.

Internally, we could think about connecting in terms of collaboration – finding ways to work well with our co-workers and colleagues.  We do this by proactively sharing information – looking at information we have available and asking ourselves:  Who else would benefit from this information or knowledge?  We do it by providing ideas to our co-workers. We do it by offering our support in their efforts or the organization’s efforts to move toward goals.

There is power in connecting in customer service.  With those we serve outside the organization, the power comes through relationship-building, and it results in the building of mutual trust and loyalty as well as better outcomes.

Within an organization, the power comes in a greater sharing of knowledge, freer offering of ideas, and greater acknowledgement when we received those ideas.  It comes in more frequent and more expeditious achievement of organizational goals.

And all along the way, these positive outcomes, this loyalty, this trust, and the sharing of information results in a better place to work, a more cohesive culture, a more positive experience, and a more productive work life.

Intentionally connect with others to tap into the power of working together.

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