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Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

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The Answer is Right, but the Service is Wrong – 3/30/21

Posted on March 30, 2021 in Customer Service Tip of the Week Please leave a comment

Maggie was irate.  The gift she ordered needed to be received by the 20th of the month so she could give it to her cousin for his birthday.  It was the 19th, and Maggie couldn’t find any shipping update online, so she called the company.  The employee said “Oh!  That item was backordered.  The problem is that you ordered it online.  If you would have placed your order over the phone, we would have been able to tell you that the color you selected wasn’t available.”  While that response may have been technically correct, it made for a poor experience.

The small business owner was talking with a customer service representative at his internet service provider, and the customer told the employee that he had a question about his account.  There was silence…for 1 minute…for 2 minutes….“Are you still there?” asked the customer.  “Oh yes,” responded the representative.  “It’s just taking a while to get into the system; it’s really slow today.”  What the representative stated was technically correct, but the unexpected silence made it a poor experience.

The Robinson family had just been seated at the restaurant, and they began to look over their menus.  As they were chatting, someone said “What would you like to drink?”  A server had walked up, those were the first words out of his mouth, and the tone was flat as a pancake, but it was a question he needed to ask.  He could have greeted the family, apologized for interrupting, stated his name, smiled, and spoken with an upbeat voice.  What he did was technically correct (he asked the question he was supposed to ask), but it was a poor experience.

We can ask questions of the customer, share our knowledge with the customer, and provide facts to the customer.  But sometimes the right answer or the accurate facts are delivered in the wrong way – leading to a bad experience despite the good information.

When the answer is right, make sure that the service is right, too.

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Question Everything, but What’s the Question? – 3/23/21

Posted on March 23, 2021 in Customer Service Tip of the Week Please leave a comment

The new leader joins the organization, and she decides she wants to question everything.  She wants employees to question everything.  Why have we always done it this way? Why do we continue to do it that way? Is this the best way to work?

Sometimes it’s a great management initiative because it forces us to question the validity in doing things in the future a certain way just because we’ve done them that way in the past.  It can be a beneficial leadership tactic because it gets the organization thinking in a continuous improvement mindset.

But when it comes to customer service, what’s the question?  That depends on our goal.  If we’re an organization that is focused on delighting the customer or wowing the customer or amazing the customer or creating a Disney-like experience, you would ask:  Are employees focused on delighting the customer when they are greeted?  Does our speed of service make the customer go WOW?  Is the physical environment where the service is delivered creating an amazing feel for the experience?

Let’s say your goal is to keep every customer.  Then you would ask:  Are we personalizing every communication with our customer?  Are we proactively touching base with every customer to have an ongoing sense of their feelings about us?  Are we asking enough questions to truly understand why they would stay, why they would go?  Are we asking the right questions to truly understand their needs so we can specifically match up our resources with their needs?

What if your goal is simply to deliver a consistent, accurate, and timely service experience?  First of all, “simply” is probably not the best word to use.  Creating an experience that is consistent, accurate, and timely is anything but simple.  But let’s discuss what questions you would ask:  How are we ensuring that – no matter who delivers a service – it is done in the same manner?  How do we ensure and track accuracy?  How do we define “timely” or have a customer define timely, and how are we meeting the timeliness goal?

To be continuous improvement-oriented, to try to foster positive change, consider questioning everything.  But before you start questioning, first understand what your goal is as an organization, and let that drive what you ask.

Question everything, but first know what’s the question.

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Don’t Publicize Pain Points – 11/3/20

Posted on November 3, 2020 in Customer Service Tip of the Week Please leave a comment

Years ago, a mining company received numerous formal complaints about the noise from its operations.  The complaints primarily came from one nearby neighborhood.  That neighborhood was the location where the mining company had to build a small above-ground structure to support the operations.

The community was interested in finding ways to address the noise.  One of the ideas that residents came up with was to put a hedge around the structure.  The company said that the noise wasn’t coming from the structure; it was actually coming from the mining field, but the company decided to do what the residents requested.

So, they built a hedge around this structure that was so tall and dense that residents couldn’t see the object.

Eventually, the formal complaints completely stopped.

Kudos to the residents for coming up with an idea to address a company problem, and kudos to the company for doing what the residents suggested and not arguing the point.

What’s the takeaway?  Many issues and solutions are more about perception than reality.  Seeing something makes you associate it with other things.  The structure made you think of the noise, which made you think negatively about the company.  Remove the visual reminder (the structure), and the noise was the only reminder about…the noise – which people got used to over time.

I experience this personally every day.  I live near a fire station, but rarely do I notice the sirens unless I see the flashing lights.

When you’re trying to deliver a great customer experience, one way you do so is to eliminate the pain points in the customer journey.  But another way is to avoid reminding the customer about the pain.  If long waits or old facilities or excessive paperwork are challenges to the service experience, work to improve those – but also avoid shining a light on them.

Address reality AND perception.  Don’t publicize pain points.

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