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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

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

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A Blockbuster of a Mess – 5/3/16 TOW

Posted on May 3, 2016 in Customer Service Tip of the Week Please leave a comment


It was vacation time at the beach – and it was pouring rain. With no beach time possible and with the unappetizing thought of spending all day long inside with a condo full of teenagers, Jacob decided to find something to do. So with teenagers in tow, Jacob took the kids to the movies.

They went to the nearest theater – the first time they had been there – and what started out as a great idea for a 2-3 hour diversion became a good decision gone bad.

Now keep in mind, it’s a Saturday afternoon and it’s pouring, so that’s a good indication to theater management that it’s going to be busy; a blockbuster was opening that weekend – again, it’s going to be busy. So Jacob and his crew arrived at the theater about 30 minutes early, waiting in the rain for 15 minutes – got up to the ticket window and were told – it JUST SOLD OUT. Ugh.

Good news! Next show is in 30 minutes. So they bought the tickets and went inside, but they and eventually about 80-100 other people were waiting behind a rope. Although there were 4 concession areas, there was only 1 open; the other 3 were closed, and the staff wouldn’t let customers buy any concessions or wander around the rest of the lobby until the other movies started. So 80-100 wet people were cramped behind a rope and against the wall together until the next show was about to start.

The lessons were many.

The forecast had said rain for days. The theater knew of the blockbuster opening for weeks. Staffing could have increased to open other concessions. They could have modified the rope lines and setup to allow people access to more of the lobby so they weren’t so cramped. They could have said “I’m sorry” at least once or twice. But none of this happened.

No anticipation – of high demand on Saturday.
No adjustments – to staffing or customer access/flow.
No acknowledgement – of the issues.
No apologies – by staff.

Look ahead to Anticipate and Adjust. And when that doesn’t work, Acknowledge and Apologize.

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Elaine had an Eye for Customer Service – 3/29/16 TOW

Posted on March 29, 2016 in Customer Service Tip of the Week Please leave a comment


I don’t know if she realized it, but Elaine was great! The Optometrist Assistant went to the waiting room to call on Rodney, and she smiled as she said his full name. She introduced herself and asked him to follow her to the exam room.

As they entered she said – You get the BIG chair!

She asked about Rodney’s weekend and shared a little about hers as well when he asked. She told Rodney what she was about to do and why – whether it was checking vision or putting drops in his eyes.

They discussed the doctor he had met with months earlier when he was having an issue with floaters, and she raved about the doctor – “a special person…84 years old – been here his entire career…very thorough.”

When she was done with the diagnostics and drops, she conveyed a sense of urgency (but not anxiety) on Rodney’s behalf by pleasantly saying “let me get Dr. Smith in here for you.”

These are snippets from the conversation between Elaine and Rodney, but they illustrate so much that’s great in customer service:

  • Share your name and use their name – This personalizes the conversation
  • Be inquisitive – This conveys your interest and shows you care
  • Build up co-workers in front of customers – This adds credibility to the co-worker and the organization
  • Describe next steps – This reduces worry by making the unknown known
  • Explain “the Why behind the What” – This enables the customer (or patient!) to feel more comfortable with what’s being done; it helps with their buy-in and support.

 
Sometimes little things mean a lot. Learn from this little interaction about how a great customer experience can look.

Develop an eye for great customer service.

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Of Donuts and Delivering a Great Experience – 2/2/16 TOW

Posted on February 2, 2016 in Customer Service Tip of the Week Please leave a comment


Are you a Dunkin’ Donuts or Krispy Kreme raving fan? Take the poll in this Tip of the Week, and let us know!

Why are we discussing donuts? It’s because it’s rare to find someone who likes both brands equally. It’s because when you order donuts from one of their stores, you have decisions to make. Do you want sprinkles? How about chocolate or cinnamon? Good old fashioned glazed? Jelly? Maple? Hot and now?

There are many choices, and where there are so many choices, some customers want varieties and others want the same thing every time. To deliver the right donut, the employee can’t assume what the customer prefers.

In customer service, it’s easy to hear a key word or phrase coming from the customer and assume we know what they want; it’s easy to incorrectly read something into an e-mail or letter from a customer.

So when the customer has many choices in service delivery, how do you make sure you deliver the right experience in the right manner? Consider these 3 points in your dealings with customers.

#1 – Educate – Let them know the options. This gives the customer the best possibility of getting what they want the way they want it, because they know what service they can receive, when, and how. This also enables you to proactively set expectations with the customer about the experience.

#2 – Ask – Identify their true issues, needs, goals, and preferences in the service experience by asking specific questions – the what, why, when, and how of the need itself, as well as how they’d prefer it addressed.

#3 – Confirm – Before moving forward, restate your understanding of what they just conveyed. Remember, you want them to have a great experience, so convey you listened and you care by confirming (and then doing) the right thing.

To provide a great experience, truly know the customer’s choices prior to delivering the service.

Educate, Ask, and Confirm.

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