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Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

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Stop the (Negative) Chatter – 1/12/16 TOW

Posted on January 12, 2016 in Customer Service Tip of the Week Please leave a comment


A friend recently shared her negative customer experience with me. While waiting in line at a grocery store, employees complained loudly between the checkout registers about their frustrations with how slow the system was at the time. Not only were they upset with the registers, but they were sharing it with every customer within earshot.

At the same time, ironically enough, her husband was waiting in an interminable line at his physician clinic. The check-in line was moving at snail’s pace, and when he finally made it to the front, he understood the reason for the delay – the new computer system was down, and they were working off manual schedules, documenting all clinical and billing information on hardcopy. Behind the frustrated registration clerk were her co-workers loudly proclaiming their anger with the computer system, the IT people who are charged with keeping the system running, the people who decided to install this system, and any other employee they could think of blaming.

These technology issues were obviously frustrating for the employees, and anyone who’s seen the BSOD (Blue Screen of Death) or just sat while the computer’s hourglass rotates on the screen FOREVER understands the frustration.

But the point here is that the technology experiences were not good for the customer either. Negativity loudly spewed out of the employees in front of the customers, and the whole atmosphere suffered the collateral damage. Instead of the employee issues engendering empathy from customers, the employees complaining made these two customers not want to return.

Here’s a question to consider: What customer wants to spend their money to be in an environment of negativity?

The next time some internal issue happens, try to keep the negative chatter to a minimum when in front of the customer.

Don’t let your frustration be the reason the customer never returns.

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A Discreet Twist on Confidentiality – 1/5/16 TOW

Posted on January 5, 2016 in Customer Service Tip of the Week Please leave a comment


HIPAA. If you’re in healthcare, you know what that means – HIPAA is all about information privacy. If you’re a parent with a child going to college, you’re probably familiar with the laws protecting your child from having to share their school information with…you!

If you’re in a financial-oriented or retail (or most other) type of business, I’m sure your company is concerned with keeping social security numbers and credit card numbers confidential.

Confidentiality and privacy are embedded in many big corporate initiatives, policies, and laws. But let’s take a twist on confidentiality that’s not simply a governmental or organizational requirement – instead, it’s a component of great customer service.

When thinking about how to best provide service to your clients, consider the term “discreet.” Being discreet with client information means keeping the information and their concerns private unless absolutely necessary. It means respecting them and the details of their situation. It means not sharing the client’s details with others for the sake of sharing; it means appropriately using and sharing the information only for the benefit of the customer.

View “discreet” as holding difficult conversations with customers in a more private room. It means not repeating personal information like their cell phone number, hotel room number, or e-mail address loudly for other customers to hear. Discreet requires that we’re aware of our surroundings and aware of the responsibility we have to be professional and respectful of client-specific information, issues, emotions, and needs.

What does “discreet” mean to someone in your business, and how does that present itself differently when talking with the customer on the phone or face-to-face? In your business, when should you be discreet in sharing one client’s information with other clients or with co-workers?

Take a twist on confidentiality. Be discreet with the customer and their information to provide the best customer experience.

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Same Product; 2 Totally Different Customer Experiences – 12/15/15 TOW

Posted on December 15, 2015 in Customer Service Tip of the Week Please leave a comment


Debra’s home heating unit went out in the dead of winter – LOUSY timing! But it was an 18 year old unit, so it was definitely…well, time.

Two vendors came the next day to give an estimate. Al’s ACME Repair (the name has been changed to protect the guilty) sent two salesmen who spent 15 minutes in the house. They walked around, noted how cold it was inside, took a few measurements, and looked at the old system. They then went back to their vehicle, spent 30 minutes writing up a quote. They gave Debra a quote with three lines of information on the unit type and cost, and they left.

A couple hours later, Jeff from Harvey’s HVAC House came to provide a quote. He spent 50 minutes with Debra, asked lots of questions, took pictures of the old unit, described the process for installation of the new unit, mentioned the experience of the installers, and offered to provide a quote via e-mail later that evening with multiple options for Debra to consider.

Her takeaway? If Jeff’s quote comes in anywhere near Al’s ACME Repair, she’s going with Jeff.

Jeff offered details on 3 options (Good, Better, Best), “Better” was right in line with the other company’s quote, and she went with Jeff.

True story – and truth in the lessons learned: Conveying patience, being inquisitive, educating the customer, building-up co-workers, and offering options are all vital to customer service success.

Be like Jeff – learn from the tale of the two talks.

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