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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

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

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Perpetuate Positivity with the Customer – 5/9/23

Posted on May 9, 2023 in Customer Service Tip of the Week Please leave a comment

We’ve written many Tips on how to deal with various negative customer emotions.  Those emotions could reflect anger, fear of the unknown, upset, anxiety, or nervousness.  But instead of talking today about how to deal with their negative emotions, let’s talk about how to engender some positive emotions.

We want our customers to be happy.  We like when they’re content.  They’re usually more supportive and understanding, less argumentative and less questioning when they have that happiness, they have that contentment.

For Contentment, scientific studies have shown that one key to contentment is for somebody to feel fulfilled or feel at peace.  From a service standpoint, a customer has more of a feeling of fulfillment if they got their needs met, so professionally reinforce when a need was met.  They can be more at peace if they shared their concern, they enjoyed the conversation, and they know what will happen next.

For Happiness, there are strong correlations between happiness and people being pleased, filled with joy, or enthusiastic.  People who are happy tend to have been encouraged and are hopeful.  So, how do we help engender happiness?

Tell them when they do something well.  Tell them the types of positive outcomes that can happen with them, just as they have happened with other customers in similar situations.  Provide some hope of what good could transpire.  Reinforce what’s already been accomplished so that they are pleased, and give it with some positive energy to impart your enthusiasm on the customer.

When interacting with your customers, use proactive tools to impart positivity.

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Improve Co-worker Rapport to Improve the Customer Experience – 4/4/23

Posted on April 4, 2023 in Customer Service Tip of the Week Please leave a comment

The movers were packing up the house.  It was a stressful time for Janine.  She was having to move her aging parents to a new city in a new State to help care for them.  The parents were leaving behind friends and a community where they’d lived for most of their lives.  Janine and her sister were doing all of the planning, working through all the logistics, and spending all the time and the efforts and the lack of sleep to make the move happen.

As she was working with the moving company, packing up the house, it would have been easy for Janine to let the burden of the situation overtake her.  But in the moment, there was something that made the packing and the moving experience more pleasant.

Even when she wasn’t talking to the moving team, she was noticing them.  They were talking with each other.  They used respectful tones.  There was smiling and occasional laughter.  They were productive and moved efficiently, but there was still a professionalism and a politeness with how they interacted with each other.

In short, the employees got along with each other.

For Janine, the overall environment in the home was noticeably more upbeat, more energetic, more positive, and more collaborative.  The atmosphere and the experience were much better because the moving team had a rapport with each other.

For organizations that care about the customer, oftentimes they focus the customer experience on their engagement with that individual.  But when more than one employee is involved in a conference call, at an in-person meeting, some kind of video conference, how the staff engage each other also has an effect on the feel of the experience.

Convey the pleasantness, politeness, productivity, and professionalism with your co-workers that we’re all expected to convey with our customers.

Improve Co-worker Rapport to Improve the Customer Experience.

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Avoid the Aggravation; Confirm the Key Point – 3/14/23

Posted on March 14, 2023 in Customer Service Tip of the Week Please leave a comment

In this age of instant information and auto-completion of texts or e-mails, we are quick to get one thing done and move on to the next thing.  Technology often helps us to complete our work more quickly.  Yes, there’s even AI technology that’s starting to wreak havoc on the internet because it does work for people.

But with speed and automation come basic risks.  The risks I’m referring to are those in-the-moment risks when you’re engaged with the customer – the risk that we’re going so quickly that we don’t get the right information. Therefore, we take a wrong step.  Therefore, there’s unnecessary work done.  Therefore, there are delays or rework or frustration.

It helps to confirm key points to avoid unnecessary aggravation.  Check out these 3 true scenarios:

Scenario #1 – The Wrong Number: During a call, the customer gave a phone number for the employee to contact.  The employee thanked the customer but did not confirm they heard the phone number correctly.  The employee called the line and didn’t get a hold of anyone.  It turns out that the employee wrote down the wrong number.  They didn’t call the customer back; they just assumed nobody was available at the number given.  There was a delay and frustration, all because the employee didn’t confirm what she heard.

Scenario #2 – The Self-imposed Deadline: The employee was very conscientious.  He wanted to get things done as quickly as possible.  He got the request from the customer and thought he could get it done by the next day.  So, he put other things on hold and rushed to make this customer request a priority.  Little did the employee know that the customer didn’t need the request addressed for a week.  The employee self-imposed a deadline because he didn’t ask the customer.  The employee put other projects on hold and worked late unnecessarily.

Scenario #3 – Paying for What?: The employee asked the customer for a payment in advance of recurring monthly services.  The customer wrote the check, and one month later the customer received an invoice for service provided.  The customer wondered why they were being billed if they paid up front.  After calling the business, the employee noted that the upfront payment was a security deposit, and the customer would be billed for the services received immediately thereafter.  The customer was not happy that they thought they were paying for services in advance, but instead they were just giving a deposit that they might not get back for months or years.

Sometimes the employee and the customer can avoid the aggravation if the employee is patient enough to confirm their understanding or to confirm that the customer understands.  Information given is sometimes assumed to be received correctly.  But that’s an assumption that can cause downstream issues.

Avoid the aggravation. Confirm the key point.

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