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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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I Know It When I See It – 7/28/15 TOW

Posted on July 28, 2015 in Customer Service Tip of the Week Please leave a comment

“I know it when I see it.”

In 1964, a United States Supreme Court justice used these words to determine whether a movie was an “obscenity” or not. He couldn’t define an obscenity with words, but he concluded that this particularly movie couldn’t be accurately described using that word (or other words the plaintiffs were using…).

It’s 51 years later, and for some reason that quote applies to a lot in life. Some things are hard to define, but you know it when you see it. Believe it or not, mediocre customer service is one of those things. I’m not talking terrible customer service – that’s typically easier to note than great customer service, but I’m talking about the little things that differentiate the below average from the above average, that differentiate the predictably poor from the predictably good, that differentiate those that don’t care from those that do care.

There is no perfection in life. There is no perfection in serving customers, either. It is as much an art as a skill or an attitude. It’s not pure science, but there are examples of that better interaction that show you that the person or the company got it right in customer service:

  • When the employee greets you they either stand or remain seated.
  • They either smile or they frown.
  • Either their eyes are engaged with you or distracted.
  • Either they face you or they don’t.
  • They either say “I’d be happy to help” or “no problem.”
  • When you turn in information, they either respond “that’s perfect,” or they don’t respond at all.
  • They either say “I’ll call you back,” or they say “you call me back.”
  • They either apologize for the company’s error, or they avoid the apology.
  • They either thank you for your time and question, or they end the call in silence.
  • Either they ask you questions, or they wait for you to ask them questions.
  • They either go to you, or they wait for you to go to them.
  • They either confirm what you need, or they assume it.
  • They either confirm you got the need met, or they move on to something else.

These examples don’t necessarily illustrate the “WOW!” moment, but they illustrate the little things that create consistent excellence.

When it comes to the consistently positive customer service experience, the customer knows it when they see it.

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Teach People How to Teach You – 7/7/15 TOW

Posted on July 7, 2015 in Customer Service Tip of the Week Please leave a comment


I was privileged to be at a school district’s leadership conference recently, and a portion of the morning activities included a student panel talking about their experiences (good and bad) during their time in the school system.

One of the students – a high schooler who was blind – noted his frustration when he entered middle school because the teachers didn’t know how to teach someone who couldn’t see. So the student decided that at the start of each semester, he would write a letter to the teachers that told them how to teach him.

Imagine that – a student telling a teacher how to teach him – incredible story and brilliant idea by this young man; the idea enhanced his learning and the experience for the teachers as well.

This is a story from which we can all learn a lesson.

Maybe you don’t have the greatest boss in the world – they’re not great at asking what you need to be successful, or they’re not the best at growing your professional skills and getting the most out of you.

Find ways – a letter, a chat over coffee, an informal sit-down meeting in a conference room – to tell them about how to best work with you for their benefit, your benefit, and the benefit of the company and customer.

Let’s look at a different application of this story. What could you learn by asking the customer how you can best help them? Instead of telling them that you’ll send an e-mail follow-up, ask how they’d like you to communicate with them. Instead of mapping out your own relationship development plan, ask what’s the best way for you to learn about them to ensure you best know their needs and goals. Instead of telling them how they can learn more about your products, services, and customer service resources, ask how they’d like to learn about them.

Learn from this inspiring student – teach others how to teach you.

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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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