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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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Don’t Let 2 Great Employees Deliver a Lousy Experience – 12/13/16

Posted on December 13, 2016 in Customer Service Tip of the Week Please leave a comment


When Daymond called his local auto service center, he needed to talk to someone in the parts department. A couple items on his SUV had broken recently, and he knew he could replace them himself. Daymond spoke with Marty, who was very patient, found Daymond’s car in the system, and identified the VIN to get the exact right part in the right color. It took Marty several minutes to determine what was available, but Daymond appreciated the effort. They had the rear window washer nozzle in stock, but they didn’t have the luggage rack cover available; Daymond could pay for both when he arrived, and they’d order the rack cover at that time. It was an 8-10 minute conversation, and Daymond was pretty happy about the game plan.

Upon his arrival an hour or so later, Daymond was greeted by a very friendly employee named Janet. Daymond noted that he spoke with Marty and was there to pick-up the parts. Janet then started asking the same questions about the auto, looking for the VIN in their system. Daymond – interjected – “Is Marty here? I had this discussion about an hour ago, and he has all the information; I’m just here to pick up, pay, and go.”

“Unfortunately, he’s not here,” Janet replied.

“Did he take notes and leave the parts for me?” asked Daymond.

“I don’t see any notes on paper or in the system, so I guess not,” said Janet.

So Janet proceeded through the same questions, the same 8-10 minute conversation repeated over again, and the same result was delivered as Marty promised. Daymond walked away with one part in hand and one ordered.

If Daymond was to have judged either Marty or Janet individually, he would have given them relatively high marks; however, when he judged the experience, the score would have been low. It was redundant – where he was asked and he answered the same questions twice. To either employee, it may have seemed like a normal encounter, but it wasted some customer time, created customer frustration, and was also inefficient from the organization’s perspective. In other words, it wasted staff time, too.

The next time you talk with a customer, if they tell you that they’ve already told someone their story, please apologize to them. But don’t stop there. Find out how a customer can be put in a position to tell the same thing to multiple people; then find ways to eliminate the redundancy.

Don’t let two great employees deliver a lousy experience.

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Build Rapport to Build Your Business – 12/6/16

Posted on December 6, 2016 in Customer Service Tip of the Week Please leave a comment


Story 1: The worried spouse called the gambler’s hotline because she was afraid her husband had a gambling problem. He had been spending lots of money on it, staying out later and later. When the hotline representative answered the call, the representative was calm and empathetic about the situation. She asked appropriate questions and gave the wife time to explain her situation. The caller was comfortable with the advice being offered and ended the call with some clear next steps, resources available, and someone she could trust to call again. She eventually utilized their resources.

Story 2: The nurse at the primary care clinic met Fred – a new patient that had switched clinics because of insurance purposes. The nurse wasn’t rude, but she didn’t smile, didn’t introduce herself, and never used the patient’s name after calling Fred in from the waiting room. She spent the entire time in the exam looking at her computer. When the doctor entered the room to meet Fred for the first time, there wasn’t necessarily tension, but there was a reserved, guarded, impersonal feel to the conversation. Fred considered finding another doctor.

Story 3: Marie needed to buy a new car, and she knew that her credit union had an auto buying service. The people at the credit union had always been friendly and she trusted them, so she decided to give it a shot. After a call and several e-mails, she noticed that no matter to whom she spoke, they were always responsive and consistently pleasant – almost happy! They gave her many details, explained processes, provided links to specific sites on the web, and were patient with Marie’s questions. She bought the car through their service.

These are three stories that had some success (Stories 1 and 3) and a probable fail (Story 2). These are all stories about the need to establish rapport. Maybe the quality of the services in Story 1, the physician’s skills in Story 2, or the auto purchase terms in Story 3 were no better or worse than the alternatives that could be considered, but the decisions to move forward with those businesses were made largely on the rapport that the employees established.

Rapport can lead to credibility, comfort, confidence, and – in the end – a decision to do business with an organization (or not).

Build rapport to build your business.

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Train Customers to LOVE Your Experience – 11/8/16

Posted on November 8, 2016 in Customer Service Tip of the Week Please leave a comment


What are the components of your customer’s experience?

Let’s say your business sells boots.

How do they find out about your business and how to contact you? How do they know what boots you offer and what needs they address? How do they get a boot to test out or purchase? How do they determine if their preferred size and color are in stock? How much does the boot cost? How do they get it, and who will deliver it? How do they find out the delivery status?

These are the questions to answer, but we’re not designing the customer journey as much as we’re using these questions to ask you one more question.

How do we get customers educated enough on how to do business with you so that they absolutely LOVE your experience?

When businesses view the experience through the customer’s eyes, they can identify potential customer loss points due to frustration with a process, customer lack of knowledge, or customer lack of awareness. When you identify those potential loss points, then put yourself in the position of a teacher or a professor – one who can educate and train others:

  • Create simple infographics or diagrams that explain a process to customers.
  • Ensure that your process documents and your people clearly state what will happen next so the customer’s knowledgeable about what to expect and when.
  • Use webinars, training, and other education-based vehicles to train customers on how things work. Incorporate signage directing customers to next locations and next steps.
  • Give customers documents at the end of one step that clearly articulate what they need to do next or what will happen next and when.

Never assume that your customers are knowledgeable about your people, processes, and products. Make sure they’re knowledgeable enough to be comfortable and confident in doing business with you.

Train Customers to LOVE Your Experience.

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