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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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Of Donuts and Delivering a Great Experience – 2/2/16 TOW

Posted on February 2, 2016 in Customer Service Tip of the Week Please leave a comment


Are you a Dunkin’ Donuts or Krispy Kreme raving fan? Take the poll in this Tip of the Week, and let us know!

Why are we discussing donuts? It’s because it’s rare to find someone who likes both brands equally. It’s because when you order donuts from one of their stores, you have decisions to make. Do you want sprinkles? How about chocolate or cinnamon? Good old fashioned glazed? Jelly? Maple? Hot and now?

There are many choices, and where there are so many choices, some customers want varieties and others want the same thing every time. To deliver the right donut, the employee can’t assume what the customer prefers.

In customer service, it’s easy to hear a key word or phrase coming from the customer and assume we know what they want; it’s easy to incorrectly read something into an e-mail or letter from a customer.

So when the customer has many choices in service delivery, how do you make sure you deliver the right experience in the right manner? Consider these 3 points in your dealings with customers.

#1 – Educate – Let them know the options. This gives the customer the best possibility of getting what they want the way they want it, because they know what service they can receive, when, and how. This also enables you to proactively set expectations with the customer about the experience.

#2 – Ask – Identify their true issues, needs, goals, and preferences in the service experience by asking specific questions – the what, why, when, and how of the need itself, as well as how they’d prefer it addressed.

#3 – Confirm – Before moving forward, restate your understanding of what they just conveyed. Remember, you want them to have a great experience, so convey you listened and you care by confirming (and then doing) the right thing.

To provide a great experience, truly know the customer’s choices prior to delivering the service.

Educate, Ask, and Confirm.

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Stop the (Negative) Chatter – 1/12/16 TOW

Posted on January 12, 2016 in Customer Service Tip of the Week Please leave a comment


A friend recently shared her negative customer experience with me. While waiting in line at a grocery store, employees complained loudly between the checkout registers about their frustrations with how slow the system was at the time. Not only were they upset with the registers, but they were sharing it with every customer within earshot.

At the same time, ironically enough, her husband was waiting in an interminable line at his physician clinic. The check-in line was moving at snail’s pace, and when he finally made it to the front, he understood the reason for the delay – the new computer system was down, and they were working off manual schedules, documenting all clinical and billing information on hardcopy. Behind the frustrated registration clerk were her co-workers loudly proclaiming their anger with the computer system, the IT people who are charged with keeping the system running, the people who decided to install this system, and any other employee they could think of blaming.

These technology issues were obviously frustrating for the employees, and anyone who’s seen the BSOD (Blue Screen of Death) or just sat while the computer’s hourglass rotates on the screen FOREVER understands the frustration.

But the point here is that the technology experiences were not good for the customer either. Negativity loudly spewed out of the employees in front of the customers, and the whole atmosphere suffered the collateral damage. Instead of the employee issues engendering empathy from customers, the employees complaining made these two customers not want to return.

Here’s a question to consider: What customer wants to spend their money to be in an environment of negativity?

The next time some internal issue happens, try to keep the negative chatter to a minimum when in front of the customer.

Don’t let your frustration be the reason the customer never returns.

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A Discreet Twist on Confidentiality – 1/5/16 TOW

Posted on January 5, 2016 in Customer Service Tip of the Week Please leave a comment


HIPAA. If you’re in healthcare, you know what that means – HIPAA is all about information privacy. If you’re a parent with a child going to college, you’re probably familiar with the laws protecting your child from having to share their school information with…you!

If you’re in a financial-oriented or retail (or most other) type of business, I’m sure your company is concerned with keeping social security numbers and credit card numbers confidential.

Confidentiality and privacy are embedded in many big corporate initiatives, policies, and laws. But let’s take a twist on confidentiality that’s not simply a governmental or organizational requirement – instead, it’s a component of great customer service.

When thinking about how to best provide service to your clients, consider the term “discreet.” Being discreet with client information means keeping the information and their concerns private unless absolutely necessary. It means respecting them and the details of their situation. It means not sharing the client’s details with others for the sake of sharing; it means appropriately using and sharing the information only for the benefit of the customer.

View “discreet” as holding difficult conversations with customers in a more private room. It means not repeating personal information like their cell phone number, hotel room number, or e-mail address loudly for other customers to hear. Discreet requires that we’re aware of our surroundings and aware of the responsibility we have to be professional and respectful of client-specific information, issues, emotions, and needs.

What does “discreet” mean to someone in your business, and how does that present itself differently when talking with the customer on the phone or face-to-face? In your business, when should you be discreet in sharing one client’s information with other clients or with co-workers?

Take a twist on confidentiality. Be discreet with the customer and their information to provide the best customer experience.

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