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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 Deeper Reason to Transform the Customer Experience – 6/2/20

Posted on June 2, 2020 in Customer Service Tip of the Week Please leave a comment

Why are government offices putting up plexiglass between their staff and their customers?  Why is restaurant takeout being done in such a way that is contactless and yet still fosters engagement between the employee and customer?  Why have so many traditionally onsite businesses converted to delivery businesses?

The answer is obvious.  But I want to look at a different answer that is a little bit deeper.  Particularly as we are transitioning back into reopening many of our businesses, a lot of these changes are not changes in the product or service itself.  They are changes in how the product is delivered.  They are changes in the experience the customer has with the organization.  They are changes in how that experience looks and feels when the customer comes to our facilities and locations.

And we are making these changes not just to adhere to governmental regulations and not just to address new organizational policies.

We are making these changes so that our customers are comfortable and confident.  We want our customers, after experiencing this new way of doing business with us, to have confidence enough in our ability to deliver that product or service that they are willing to come back.

In other words, we’re doing this to create the comfort and confidence that leads to repeat business.

So, even though we are changing our operations to adhere to regulations and policies, start transitioning to a slightly higher-level set of questions.  When you are thinking of how to transform your customer experience, ask:  How can you make an experience that will create more comfort for the customer?  How can you create communications around the experience that make the customer more confident?

As you begin to make these changes, focus on the comfort and confidence that your customer will walk away with, and you will – in the end – focus on the things that are going to drive repeat business.

Design for customer comfort and confidence.

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Tire Dealers Becoming Teachers – 5/19/20

Posted on May 19, 2020 in Customer Service Tip of the Week Please leave a comment

I recently needed two new tires for a vehicle, and I first went to the tire dealer’s website to find some options.  The site’s look/feel and ordering process had changed, and I didn’t see a tire I wanted, so I called the store to make an appointment.

When I arrived at the tire store (a place I’d been to 15-20 times), it was very different due to COVID-19.  There was a tent outside with chairs about 8-10 feet apart.  There was a small sign with different directions based on whether you had a scheduled appointment or were a walk-up. The door you normally enter was locked.  The inside experience was different – there was no coffee or water while you waited.  People were asked to wait outside or sit in their car while the tires were changed.  You drive your car into the garage and drive it out of the garage regardless of whether you were in the car while the tires were being changed.  There’s no exchange of paperwork unless you requested a small printed receipt when paying.

Virtually everything changed, and to make it work, the customer had to do their part.  I asked the employee checking me in how it was going with the new setup, and he said it’s going OK, but “the customers are not reading the signs.”

Customer v. Company Roles

Whereas a customer has a role in their own service experience, particularly in an environment like this, the company has the role to teach that customer about the new experience and the customer’s responsibilities.  The company has a role to confirm the customer’s understanding.  The company has the role to ensure the comfort and confidence about what’s going to happen.  The company has a role to explain those next steps and timeframes and then, as always in customer service, deliver on the expectation they set.

When the customer has to learn a new way to do business with your company, realize you are in teaching mode.  Don’t make your customers become experts in your processes.  Make it easy for any customer to have a great experience, even under these new circumstances.

Bring simplicity into your service system, and teach customers how to have a great experience.

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A Hair-Cut Above…and Below – 2/11/20

Posted on February 11, 2020 in Customer Service Tip of the Week Please leave a comment

After going to the same barber for more than a decade, I decided to leave.  The customer experience went down, and the price went up.  For my last several visits, I was the one who was driving the conversations – when I could get a word in edgewise between my barber’s preferred banter with his co-workers.  The cuts were becoming less consistent, and his price kept inching up; the last price increase was just for his customers – they weren’t changing the posted pricing or the pricing of the other hair stylists, so that was equally confusing and troubling.

So it’s the 21st Century, right?  Therefore, I decided to try one of the more modern shops where you sign-in online.  Four times I went to the new shop, I had 4 different stylists with 4 different approaches to how to cut the hair.  The experience (other than signing in the same way, going to the same facility, and paying the same way) was different each time.  Each stylist had their own style of engagement (or lack of engagement), and the inconsistency in quality and connection was too much.  I decided to leave.

Enter Shop #3.  On my first visit, they asked me questions about my style preferences and about me in general; they took some notes, described the process of working with them, and did what they said they’d do.  The stylist had a great attitude, and overall it was a good experience.

I went back a second time; the notes from the first cut were there – the stylist confirmed the information, and I had an equally good experience and a very similar approach to the cut.

There are several little nuggets to mine from this story.  Here are just a few…

Don’t drop the quality and hike the price.  Inconsistency leads to customer loss.  The process can be the same, but the experience can be totally different.  Make the customer feel more important than your co-worker.  Don’t make your customer drive the conversation.  If the customer tells you something, don’t make them repeat it next time – just confirm whether the circumstances are the same.

Make sure your customer experience is consistently a cut-above!

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