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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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Redesign around Millennials (and Others, too!)

Posted on July 3, 2015 in Business Advice, World of Customer Service Please leave a comment

Blog 7-3-15Millennials. I’ve been in so many meetings lately where they were the main topic of discussion. Why? Because they’re different. How they communicate, how they socialize with each other, why and how they move toward a brand and what could pull them away is different from other generations.

But couldn’t we say that about most of the customer groups out there? Aren’t first-time customers different than those that have been with you for ten years? Aren’t those that transact business with you purely via the web different than those that will only come into the store to make a purchase or get service?

The uniqueness of Millennials is important to note, but it’s important to note because every customer group (every customer) is unique.

To improve the customer’s experience, conduct this exercise with whomever the key 3-5 customer groups are for your business:

  • Research – Conduct research – surveys, focus groups, interviews, etc. – to identify what is most important to them about their experience. Is it speed, simplicity, self-service options, self-evident steps, text-based options, face-to-face dialogue, quality, or kindness? Identify just a few key attributes of their experience.
  • Journey Map – Use those attributes as guiding principles to redesign your customer’s experience by breaking up the experience into several Macro-process steps; here are six sample steps:
    • They identify a need for and inquire about “stuff”
    • They find stuff
    • They request/order stuff
    • They get a status on stuff delivery
    • They receive stuff
    • They complete/pay for stuff
  • Redesign – During evaluation of each step in this customer continuum, how well does the experience in this step address the guiding principles? For example, when they’re requesting/ordering an item, is it “simple, quick, and self-evident?” If not, then that’s where there’s opportunity for a redesign.

The lesson on the laser focus on Millennials is to look at each customer or customer group as unique. Know what’s important to them so you can design your world around theirs. Research. Journey Map. Redesign

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Great Customer Service is Like a Delicious Meal – 6/9/15 TOW

Posted on June 9, 2015 in Customer Service Tip of the Week Please leave a comment


It was one of those situations that can change your life.

Okay, maybe that’s a slight exaggeration because we are talking about food here, but let’s see if you can relate. Have you ever had one of those meals or desserts or appetizers – or just tasted food that made you go WOW?! Maybe it was eating lobster for the first time, or it was the experience of the perfect chocolate cake. It was a simple hamburger that shocked you with its deliciousness; it could have been some barbecue that melted in your mouth, or a certain sauce on your pasta you’ve never experienced. It was so juicy or so bold or so flat-out delicious, that you paused – everything around you slowed down – and you were just so enthralled with – yes, food.

It’s just food, but you know when you taste something so far above the ordinary.

Customer service can be the same way. We all experience customer service in our personal lives daily – good, bad, and indifferent. We experience it over and over throughout the week. Yet, despite the continual nature of our exposure to customer service experiences, we KNOW when the customer service is GREAT!

Just like the great meal makes everything slow and makes you realize this is something special, so does that great experience or that great employee. You can feel that this experience is far beyond the ordinary. And since – as a consumer – you know the occasional feeling of great customer service, think of what you deliver as an employee in customer situations.

You may want your customers to have a great experience, but are you SO OBVIOUSLY EMOTIONALLY INVESTED in what you’re doing and for whom you’re doing it that the customer can’t help but see your passion? Are you so interested in helping customers, co-workers, and company alike that your obvious caring-nature oozes in your conversation with customers? Are you so wired to help others that customers can’t help but know that you’re entirely focused on them and their needs – like they’re the most important person in the world at that moment?

As a consumer you can taste the “WOW” of great food.

As an employee, deliver the WOW that comes from the emotion of staff that truly care.

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Dealing with the First-time Fan – 5/5/15 TOW

Posted on May 5, 2015 in Customer Service Tip of the Week Please leave a comment


Customer service people, those in relationship management, those in call centers, those called service reps – they all at some point or another have to deal with the new customer. In sports, we call them the “First-time Fans.” These are the customers with the highest rate of turnover, and are therefore a huge priority for retention for organizations.

Instead of addressing the retention of the new customer from a strategic perspective, let’s look at it from the perspective of a representative. The customer is Jay. What is Jay like?

If you had to generalize Jay, he’s an unknown. You know less about Jay than any other customer in your business. He bought your service – but why? Was it a low cost offer (like a ticket discount), a service he never needed before (like outpatient surgery), or simply his moving near your business that drove him to your company?

He could be friendly, he could be open, he could be a techie, or maybe he’s a family man. He could make over $100,000 per year, he could anger easily, he could love your team, he could be impatient, or he could be very analytical.

He could be all of those things – or none.

Jay is the great unknown. He’s also beginning what could be a long journey with your organization. All customers are special, but view Jay as special in a slightly different way.

View him as a fountain of information. Someone so unknown, that that makes him intriguing. Jay is really James Bond; he’s 007; he’s someone new and exciting.

When you see Jay or the new patient, or the new customer, or the First-time Fan – get intrigued. Get inquisitive. Convey excitement about his newness.

Realize that to best meet his needs today and to keep him for the long-term, you have to get to know him. Ask questions; note the answers. Learn more and more so you can keep him longer and longer.

Let the intrigue of the new customer lead you on a quest to get to know them.

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