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Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

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

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Physician, Know Thyself – 3/6/18

Posted on March 6, 2018 in Customer Service Tip of the Week Please leave a comment


Delivering exceptional service is about more than responding to the issue, need, or goal. It’s about more than resolving the complaint. It’s also about taking a step back and identifying WHY customers could get upset or irate, why they could have issues or complaints, why it’s not a pure joy to do business with your organization in the first place.

There are definite trigger points, and often those triggers are caused by something the company has done or created or changed. The old adage says “Physician, Heal Thyself.” But before we can “heal” our organization, let’s identify what is ailing our organization that could cause that customer concern. Let’s start with “Physician, Know Thyself.”

Consider this question: What could you (or your department or business) do that could make a customer frustrated, confused, irate, upset, or angry? Consider that the customer may experience delays, conflicting information, lack of follow-up, poor directions or signage, experiences that don’t meet company promises, multiple employee handoffs, lack of clarity, being asked to fill out forms before they’ve had a chance to voice the concern.

Next question: What could be happening in the organization that could create frustration, confusion, delay, or misinformation? Think about a new process, new product, modified facility layout, change in policy, reduced staffing, new (uninformed) employees, or shift change.

Your answers to these two questions will result in a long list of potential customer pain points. Once identified, you can begin determining the frequency of these issues and start to determine what actions to take that could lead to a better customer experience.

Evaluate your own organization for causes of complaints in your customer experience.

Know Thyself to Heal Thyself.

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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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