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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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Be Great Offline – 11/28/17

Posted on November 28, 2017 in Customer Service Tip of the Week Please leave a comment


I’ve purchased from many different online organizations both personally and professionally over the years, as I assume most of you have, as well. And the ones I tend to go back to are those that make a good impression from a customer service standpoint. While that’s probably no surprise to you, what may be a surprise is how I and many others evaluate the customer service of online businesses.

Three online companies that have been great in those customer service encounters are Constant Contact, Zoho, and Zappos. These are three pretty different businesses, but the positives from my experiences with them have been similar.

First, they’re responsive to e-mails. Since I deal with Zoho quite frequently on important but non-urgent matters, I contact them via e-mail. They respond fast. They try to resolve before responding, but – if not – they’ll follow-up to let you know what investigation is taking place and by when they expect to resolve the issue or need.

Next, for these online companies, they’re great…on the PHONE! I’ve called all 3 businesses, and they pick up quickly, the representatives are consistently patient with me, and their personalities and tone are cheery and personable. With Constant Contact, they will let you know what can and can’t be done, and they ask you specific questions to give you specific answers to arrive at the holy grail of…FIRST CALL RESOLUTION – woo hoo!!

Finally, there’s a consistent theme of relaxed professionalism from website to e-mail to calls. No matter how you contact them, you get a consistent experience. They’re professional without being stuffy. They’re fun – a Zappos order receipt seems like a joyous (and abundantly clear) message from a friend about your purchase. Zoho doesn’t ask you to complete their Likert scaled survey, they give you the happy/sad face emojis to quickly rate the experience.

If you’re in a web-based business, to be a great online, be great at offline customer service. If you want to be part of a great business – one known for its customer service – don’t ignore all the different ways that your clients experience your customer service.

Be great no matter how they engage you.

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Build a Great Customer Experience – 11/7/17

Posted on November 7, 2017 in Customer Service Tip of the Week Please leave a comment


Over the last 5-10 years, much of the management thinking about how to create a great customer experience has changed. In the distant past, to design a great experience, organizations would create the environment, the policies, and procedures that would deliver what the customer wanted the way the customer wanted. This is a great approach.

More recently, much of the thinking about customer service has focused on the fact that culture is the main driver of a great client experience. While it’s wonderful to have a great environment, policies, and procedures, people are who deliver the service in that environment, who work within those policies, and who execute those procedures. Oh! And people (employees) are the ones who interact with customers. This culture focus, too, is a great approach.

But what drives culture? We often talk about those aspects of an organization that impact culture such as Mission, Leadership, Training, Incentives, Communications, etc. But what drives culture?

In the end, the people are the culture. You want people who care about the customer and can convey that to the customer. You want people who can care about the organizational mission and the employees they work with in living that mission daily. And you want people who can balance the care of the customer, the co-worker, and the company. So, in short, you want people who care.

Not to sound dramatic, but to build a great culture, to get people who care, you have to build the collective heart of the organization. Leaders need to care as much or more about their employees and customers as the employees care about those they serve. There has to be continual leadership focus on relationship-building with staff, showing you care about them as unique, talented individuals. There has to be a desire on the part of leadership to be vulnerable enough to ask staff for opinions and open enough to listen to them and share with them as well.

Employees will care more if they feel leadership cares, if leadership asks, listens, shares, and supports staff.

Building heart is not all on leaders, however. Staff need to do these same things with others – co-workers, customers, and even their bosses. The more we all listen, learn, support, and help others, the bigger the collective heart will grow.

Build heart to build culture and to build a great customer experience.

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Turn the Basic into the Remarkable – 9/26/17

Posted on September 26, 2017 in Customer Service Tip of the Week Please leave a comment


When asked about my experience at an event, sometimes I’ll use the phrase “I can’t think of anything remarkable.” I came, I experienced, and I left. There was nothing worth remarking about relating to the experience.

Where experiences become remarkable is the place where something happened beyond the basic, beyond expectations.

The football game wasn’t remarkable (9-6 field goal battle – yawn), but let me tell you about the “rock star parking” I got! Dave, my account manager, hooked me up with this VIP parking.

The clinical care I received was good, but there was this one tech named Sandy who was so funny! I’ve never had so much fun getting my blood drawn!

I had an electrical inspector with the County come to my house, and he was great! Mark was not only quick, but he told me several things about how the electricity flows within the house and new technology trends coming out – learning about all that stuff was cool!

In every example above, the “product” (the game, the clinical care, the inspection) were delivered and were okay. But it was how they were delivered, the personalized aspect of the delivery, the special steps taken, the speed, the education associated with the product that make it worthy of a remark – what made it remarkable.

Maybe you’re in a job where you deliver the same information or product all day long. However, that doesn’t mean the experience that your customer has should be unremarkable.

Consider ways to go beyond expectations. It could be associated with a resource or benefit that you could share with the customer. It could be with how you engage, establish rapport, and converse with the customer. It could relate to what education you impart on the customer.

Whatever it is – find a way to deliver an experience that makes the most basic product a pleasure to receive.

Turn the Basic into the Remarkable.

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