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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

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

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Cut Time in Half to Double the Customer Satisfaction – 7/26/16

Posted on July 26, 2016 in Customer Service Tip of the Week Please leave a comment


At a speech I once gave to a local business association, one of the members offered a customer service horror story. He called a local physician practice and wanted to speak with his doctor. They put him on hold, and he waited through several rings. His wife told him to hang up the phone, but he decided to count rings. Finally, 187 rings later, someone answered the phone.

As a customer in any business, I want to get a person on the phone as quickly as possible. I want to pay for an item as quickly as possible. I want to fill out as few papers as necessary to complete a transaction. Consider the following aspects of customer interactions with your business. Make an effort to cut each of the following in half:

  1. The number of computer screen flips to enter a transaction – Simplifies work for the employee and speeds the process.
  2. The number of questions asked to open an account – Simplifies effort to the customer and speeds access to your business.
  3. The number of menus on a phone system – Expedites access to your sales representatives.
  4. The amount of time to take an order – Speeds closure of a transaction.
  5. The length of a proposal or contract – Simplifies decision-making to more quickly close business.
  6. The length of time to reply to a phone call – Shows responsiveness and allows customer to take next action.
  7. The percentage of time that you speak during a customer service call – Helps you learn more about the customer and establish better rapport.

Cut these in half, and watch your customers’ satisfaction levels rise with quicker and easier access to you and your services.

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The Wedding Crasher – 7/19/16 TOW

Posted on July 19, 2016 in Customer Service Tip of the Week Please leave a comment


In theory, the wedding photographer is invited, stays on the periphery, gets the candid shots, and takes excellent wedding party/posed pictures as well. That is what Mary experienced at her wedding – the photographer visited the site of the wedding and reception beforehand, met with the bride-to-be, discussed plans, timing, and locations. She scoped out photography angles, lighting characteristics, and got a sense for the theme and colors of the wedding. The wedding was beautiful, and everything was captured wonderfully by the photographer.

Mary’s sister Maggie had a different wedding photographer – this individual spoke to Maggie on the phone a couple times before the wedding and “didn’t have time” the week of the wedding to scope out the locations and plans with Maggie. Instead, he visited the wedding and reception sites a couple weeks earlier on his own.

On the day of the wedding he showed up – just 15 minutes before the ceremony – wearing his bright red shirt and tie – which stuck out like a sore thumb with the earth tones and white colors of the wedding. He continually moved during the ceremony to get the right shot – often distracting those in attendance, and he took way too many pictures – at least it appeared that way because of how much he was in the middle of all the activity.

He was as much of a wedding crasher as he was a wedding photographer.

When the pictures came back, there were several good, but too many were posed, too many had lighting issues, certain features of the reception location were missed, too many relatives and friends were not included, and – therefore – Maggie thought his fees seemed too high.

Sometimes the best experiences are made that way by talking to the customer first – what do they want, what do they expect, and how do they define success? Sometimes your planning process helps you paint a prettier picture with your product.

Don’t simply deliver a product. Engage the customer beforehand to see the desired experience through their eyes.

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Tell Me Something Good – 6/28/16 TOW

Posted on June 28, 2016 in Customer Service Tip of the Week Please leave a comment


I believe that the original version of “Tell Me Something Good” was by Rufus. The name of the group might not ring a bell, but one of their singers you may know – Chaka Khan.

Why are we talking about a 42-year old song?

Because those simple words represent a customer’s hopes when they’re talking with you. They want you to tell them something good.

When they have an issue, they want you to tell them that you’re going to work on it, to resolve it, or to offer an alternative.

When they have a question, they want you to tell them something that will provide the answer, clarity, or direction.

When they have a need to address, they want you to tell them you can charter a path to the solution.

When you have to deliver the bad news, it helps to tell them that the organization cares about them, is apologetic, and will do better in the future. Tell them there are other options they can consider.

When they are engaged with you and giving you money, they want you to tell them something that conveys you appreciate them and their business.

When they point out an issue in your company, they want you to acknowledge their voice, their input, and their effort to help you improve. And then they want you to tell them what you’ll do next. Later, they want you to tell them that you did it.

Sometimes all the customer service training, advice, and guidance can fill your mind with too many ideas, techniques, and thoughts to truly deliver a great customer experience.

So what’s a good guiding principle for any customer encounter? Bring something positive to every conversation.

Tell them something good.

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