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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

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

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While I’ve Got You on the Phone… – 1/6/26

Posted on January 6, 2026 in Customer Service Tip of the Week Please leave a comment

I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I can accomplish every day/week/month.  I like to know what the “Big Rocks” are – to use a Stephen Covey phrase – as I make sure to address these top priorities.

A pitfall I run into is that sometimes I’m so big on planning that I don’t take an action that presents itself in the moment.  I, instead, put it on the To Do List to address later.  This has been an issue of mine that I’ve been working on for years, and I’m always amazed when I see people who don’t have this same issue.

How do I know that they don’t have this issue?  I know because I witness it when I am the customer, and they are the employee.  Here are 3 examples…

Instead of telling me that they will follow up to schedule our next meeting, during the conversation they ask if I have my calendar available so we can go ahead and schedule that meeting.

There are a couple things that the employee and I will have to deal with over the next couple months, so instead of just putting that on their To Do List, they will say: While I’ve got you on the phone, do you have 5 more minutes to address two other quick points?

We’re about to wrap up our phone call, and they just described that the next step is for me to fill out a form.  Before they end the call, they say: I’ll be happy to guide you through the completion of that form right now, if you would like.

There are so many benefits to taking this approach in terms of time savings for your organization and your customer, engendering goodwill, and increasing the likelihood that timelines are met.

When laying out a next step with the customer, offer to address it RIGHT THEN.

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Pass the Quick Impression Test – 12/30/25

Posted on December 30, 2025 in Customer Service Tip of the Week Please leave a comment

Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, but they can color the customer’s perception of the employee or the organization that affects their demeanor during the encounter.  First impressions can create an immediate conclusion that, if negative, must now be overcome.

Let’s say you’re the customer.  You pull up to the teller window at the bank with no other customers around.  The two employees in the teller window are talking and laughing with each other and not acknowledging you.

You walk into the home improvement store, and three employees walk by you without making eye contact.  You start to feel they are purposely avoiding you.

You are waiting to check out at the retail store, and the employee is looking at their computer screen while reaching out with their left hand for you to give them the clothes you’re purchasing.  No eye contact, no smile, no words…just an outstretched hand.

The customer can tell a lot about a company very quickly.  And maybe their conclusion is not accurate because they’re basing it on something they experience in less than 7 seconds.  However, that quick impression either gets the encounter started positively, or it can put the employee behind the “8 ball” right off the bat.

Don’t risk allowing a negative immediate impression to become a long-term perception.  Make sure that when customers experience your details and how you engage them, they are drawing positive conclusions about how much you care about them.

Pass the Quick Impression Test.

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Make the Long Wait Feel Shorter – 12/16/25

Posted on December 16, 2025 in Customer Service Tip of the Week Please leave a comment

When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, gave him a number, and asked him to take a seat.

After filling out some paperwork on his appeal, Greg had a seat in the waiting room.  He watched some TV, read a magazine with some information for men in their 50s (after all, 50 is the new 40…apparently), and then was greeted by an employee.  The employee updated Greg on his current place in line, what the appeal process would be once Greg met with an appeals coordinator, and asked if Greg had any questions about the paperwork or the process.

After chit-chatting for another minute, the employee said that he’d be back within 10 minutes if Greg had not been brought back, and would give him another update.

About 7-8 minutes later, the employee came by while Greg was looking at some paintings on the walls from local artists, and reading the plaques that noted the history of the areas.  They chatted some more, Greg was told that there was only 1 more person in front of him, and he continued the wait.

When the appeals coordinator came out to greet Greg, she apologized for the wait and appreciated Greg’s patience.  Greg replied: The wait wasn’t too bad – staff were nice, and the waiting area is really interesting.  [then looking at his watch] Oh!  I didn’t realize I’d been here about an hour; seemed like 20-30 minutes!

Wait time is not always perceived to be what it is; if you do a good job of keeping the customer occupied and informed, of showing empathy and respect, even the long waits can feel shorter.

If you can’t shorten the wait, help it to FEEL shorter to the customer.

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