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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

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

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It’s Their First Time – 7/17/18

Posted on July 17, 2018 in Customer Service Tip of the Week Please leave a comment


You’ve provided this service to hundreds of customers. You’ve dealt with this issue 50 times. You sold this product or held this meeting or done this paperwork or worked through this process so many times you can do it in your sleep. For the customer, however, it’s their first time.

It could literally be their first time buying this product or asking this question or having this issue. Maybe they’ve run into it once or twice before in their lives; regardless, it’s a good mindset for all of us service providers to have that we need to treat the situation like it’s their first time. If this was a brand new customer walking in the door, how would you want to handle this situation differently?

  • You may want to be more patient, because they may have lots of questions.
  • You may need to introduce yourself and tell a little bit about the company, because this may be their first exposure to you or your organization.
  • You may want to start from the beginning about how things work, not making assumptions about what they may already know.
  • You may want to welcome them and be appreciative for their making the decision to invest their time and money in your organization, so they feel like their business is valued.
  • You may be more likely to want to give them handouts or show them specific pages on a website, because they are probably receiving so much information they can’t remember everything only given to them verbally.
  • You may want to confirm they understand what you’re saying, what expectations you’re setting, what it is that you are to do versus they are to do.
  • You might explain what’s going to happen next in the process, because they’ve never experienced your process before today.

 

When you view your encounters through the lens of a new customer – one who is there for the first time – many ideas can pop to mind about how you might handle that situation differently to make sure they are as comfortable and confident as possible with you and your organization.

Do this exercise on your own or include co-workers. Ask “What would we do differently if we knew this was the customer’s first time?” Then start to build your standards for engaging customers, the information you provide and how you provide it, and the time you allocate to customer engagement around what would create the best experience possible for everyone.

View your customer encounters like it’s their first time.

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Listen Up! – 5/29/18

Posted on May 29, 2018 in Customer Service Tip of the Week Please leave a comment


When I was growing up, I would hear the phrase Listen Up frequently. It was usually being stated by adults who wanted to get the attention of a group of kids. It was usually stated loudly. It usually worked. At least for a minute or 2.

As an adult in the working world, I now find myself in customer service situations or advising clients on how to create a great customer experience. And while the phrase Listen Up has not lost its importance, it means something different today. Today, in business it relates to what employees should do with co-workers and customers. It suggests that in order for us to really solve a problem or address a need or resolve an issue, we have to be experts at listening.

So, what do experts at listening do most effectively?

They watch to observe and interpret the body language as much as they do the words. I was in a meeting recently where we were discussing certain individuals in the organization, and we were trying to uncover how they felt about a situation; it turns out that most of our conclusions were being driven by the body language they conveyed in meetings when the topics were discussed.

Experts at listening are experts at asking questions. They start with open-ended questions to let the other person share their issue, need, goal, their story or perspective. Then the listener drills down to specifics with close-ended questions to refine their understanding of the situation and the impact of potential solutions.

Listening experts let the other person talk. It seems obvious to say, but how can you listen if you’re doing all the talking? People who are great at listening let the other person talk 70-80% of the time – hearing the other’s perspective and guiding the conversation with those questions asked.

Great listeners are great at paraphrasing. They’ve listened so well that they can pause the conversation and – in their own words – explain the situation, the steps, the goals, and the desires conveyed by the other person. They can translate the body language, tone, the words and emotions of another.

Keep in mind that great listeners are often considered to be great conversationalists because the discussion flows, and the other person gets to share, feels comfortable doing so, and is speaking with someone who has an empathetic ear.

The art of listening is key to great conversations and great customer service.

Listen Up!

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Change Your Style on the Fly – 5/22/18

Posted on May 22, 2018 in Customer Service Tip of the Week Please leave a comment


I was talking to a client recently, and we discussed the importance of relationship-building in their position. So I asked, “How do you develop a relationship?”

The client offered several points, one in particular piqued my interest – she said: “I have to understand how I communicate, and I have to be open to communicating differently.”

Essentially, she conveyed that she had to be self-aware, and she had to be willing and able to tweak her communication style to best work with the customer.

Being able to recognize what works with each client, knowing how to change, and being willing to change your style of communication based on the situation or the individual involved is a high-level customer service skill.

You have to know when to slow down your pace of talk based on how the other person prefers to communicate and how well they are understanding what you’re saying. You have to know when to sit or stand, lean-in or sit back based on what makes them more comfortable or builds their confidence.

You have to be willing to pick up a phone and call somebody even though you prefer e-mail, or be willing to meet with someone even though you prefer not to make the drive. Sometimes they want to text even though you have an aversion to doing that in business.

This is not to say we have to change who we are in any way. This is to say that if we want to deliver a great experience and build relationships, we have to understand each unique customer and what about their experience with us builds their comfort and confidence level. And since some of those experiential characteristics are communication-related on our part, we need to make the refinements necessary to build that client relationship.

Learn when and how to change your style on the fly.

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