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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

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

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Patience Leads to Positivity – 8/6/19

Posted on August 6, 2019 in Customer Service Tip of the Week Please leave a comment

Thank you for your patience. That’s a statement I enjoy saying…when I am the customer.

When I’m trying to learn something and I’m about to go into a process, I want to have a feel for what the whole process involves. Over the years, I’ve gotten tired of feeling like I’ve completed a process, when in reality I’ve only gotten through the first step. I hate coming to the end of the first step and finding that there’s a second step, getting to the end of the second step, and only then finding that there’s a third step. It would be so much better to just know all the steps, the entire timeframe, and what I need to do from the start to make all these steps go as smoothly and quickly as possible.

Again, I’m talking from the perspective of the customer. Whether it is talking to account representative about some new service or talking to the computer tech helping me deal with a blinking computer screen, I like to know the steps.

In these situations, I am asking a lot of questions, and things I appreciate most about a person are (1) The specific responses conveyed with knowledge and experience as well as (2) Patience.

Customer Frustrations
It bothers me to no end when I feel like the person is rushing through the conversation. It’s frustrating when they’re making the process sound like it’s not that big a deal; it probably isn’t a big deal to them since they’ve dealt with it 100 times, but it is a big deal to me, the customer. It’s frustrating when they talk fast or make statements unrelated to my need because they didn’t ask questions about what’s unique about my situation.

Avoiding their Frustrations
So, what is not frustrating? What is positive? Knowledge and experience conveyed in specific responses…and patience. When you’re dealing with somebody who’s about to go through a series of steps, convey these attributes.

Be patient. Think about your body language. Avoid interrupting. Breathe a few times to slow yourself down. Ask them questions to understand their situation so you don’t have to talk about the 5 different paths something might take if it’s obvious this process is going to go down 1 path for this 1 unique customer’s 1 situation.

Let your patience result in a positive customer experience.

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Be the Culture – 10/16/18

Posted on October 16, 2018 in Customer Service Tip of the Week Please leave a comment


As a customer service consultant, I am often in situations with clients where we’re trying to figure out how to deliver a better experience to the customer. It might be an effort undertaken to retain more clients and grow the top line. It may be an effort to streamline operations to serve the customer more efficiently or consistently. It may be an effort to improve quality.

But underpinning any kind of a process redesign or strategy initiative has to be an understanding that the employees are what make those redesigns or initiatives work. The employees are the ones who are implementing those designs. Employees are the ones who are delivering the service or resolving the issue.

So, how the organization sets expectations with staff, trains staff, rewards and holds staff accountable, and models behaviors to staff – in the end – drives staff performance. While many staff are self-motivated, in any organization, employees who are there for any length of time are going to be impacted by that organization’s culture.

And when I say the organization, I’m not talking purely about leadership. How employees treat each other, how they engage with one another, how they do or do not work as a team, how they show appreciation, how responsive and respectful they are to each other has a huge impact on the attitudes and actions of those co-workers.

To deliver a great customer experience, realize that that delivery is happening through you and your co-workers. Make sure you’re creating the kind of culture for those you work with that you hope the organization is creating for everyone.

Be the culture that you desire for your organization.

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Play Ball with Your Customers – 9/4/18

Posted on September 4, 2018 in Customer Service Tip of the Week Please leave a comment


We typically conduct 35-40 surveys a year for the sports industry. And while you may work in a different industry, there are lessons to be learned by the types of research that sports organizations seek and why they seek that information.

First, we design and deliver many pre-event surveys. This is especially important when you’re trying to understand who is going to be attending the event, and which of those are first-time customers. Think about your own business. How much would you benefit from knowing your customers’ expectations before they ever walked in the door? How much more tailored could your information be if you knew what was of greatest interest to them? How much more effective could you be in creating a comfortable experience if you understood what their awareness level was of your operations, facilities, products, and services? How much easier would it be to get a return visit if you understood the reason they chose your organization or your event in the first place? Think about learning from your customer before they ever walk in the door.

Second, we do a lot of surveys based on the experience itself. These are almost immediate surveys that enable us to understand exactly how the different steps in the customer journey were perceived by the customer. You can immediately learn the customer’s likes and dislikes. You can strategically think about what aspects of the customer journey need to be improved and why. You get raw, real information about those aspects of the experience that can make or break the customer’s relationship with you.

Third, we provide post-event research with clients, and this not only includes some input we’re seeking on the experience itself, but it also includes gauging their interests, their priorities, their retention drivers, their willingness to return, and their interest in additional products and services. Too many organizations view existing customers the same way they view prospects. But if you view your customer as a unique individual that you need to develop a relationship with, then you realize that you need to know a lot about them – why they would stay with you or go to a competitor. Identify what you need to know about your customer to create a great relationship with your customer.

A fourth common research approach we use is Exit Interviews. This is when we go to clients that have not renewed or have cancelled their tickets or ended their relationship with the organization. The primary purposes of this research are twofold: First, we are trying to understand why they left so that we can look at fans of a similar profile and develop strategies to better retain those who we still do have. Second, we are looking for opportunities to win back these fans by truly understanding their retention drivers and their willingness to give us a second chance.

Although these are only 4 different research vehicles within the sports industry, they’ll give you a feel for the core approach we use with many of our clients. Think about your individual customers and the impact they have on your company as a whole. Devise a research strategy that will help you learn from them throughout their customer journey and even after they’ve left so that you can best keep and grow with your customers.

Learn how to play ball with your customers.

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