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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

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Flip the View of Your Process – 2/24/15 TOW

Posted on February 24, 2015 in Customer Service Tip of the Week Please leave a comment


The customer complains that they had to go through 6 phone menus, some of which didn’t make any sense, and then they waited 8 minutes to get to an employee who asked for the same account information that the customer just keyed into the phone. The employee wonders why the customer is so upset, after all, the employee had a great tone of voice and read the script perfectly when he answered the phone!

To the employee, the encounter just started, but to the customer, the encounter started 20 minutes ago when they were looking for an answer on the website and then – in frustration – called the company only to wade through the phone menus and sit on hold – again – for 8 minutes.

It’s tiring just writing about it; imagine how frustrating it was to experience it!

I’m not painting a picture of anything you haven’t experienced as a customer in your personal life. This happens every day, in every industry, MILLIONS of time each week.

Many companies claim to want processes that are “customer-friendly,” but too often the reason why they are not “customer-friendly” is that they were designed looking only internally – like conducting a 1980s style flow chart analysis.

What is the rework we can eliminate? Where is the redundancy that we can streamline? Where is the waste to remove? Where is the manual step that we can automate?

While these are all excellent questions, too often they’re asked purely from the company’s perspective. Then we design a process and implement it, only to later wonder why customers complain so much about the process! To them, it’s frustrating, it’s cumbersome, it’s not clear.

So what’s the process solution? Look at that wonderful process flow that looks so clean from the company’s perspective, and – instead of implementing it as is – flip it to view it from the customer’s perspective.

What’s that journey like that the customer undertakes? When do they find the need to contact you? How do they decide to look for you? How do they start tracking down answers or tracking you down?

We call this step part of our Customer-focused Process Redesign methodology, but you can also do this using mystery shopping or using customer focus groups and interviews. There are many methodologies to use in improving a process, but to make that new process part of a great experience, incorporate the voice of the customer.

Flip the view.

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Apply “Inside/Out” to Yourself – 2/3/15 TOW

Posted on February 3, 2015 in Customer Service Tip of the Week Please leave a comment


A point we’ve made more and more over the years with clients is this: To create a great experience for those outside your organization, you need to have a great culture inside the organization. Don’t focus so much on how to treat customers that you end up neglecting how you treat employees and how employees treat and work with each other.

For this Tip, instead of talking about the organizational perspective, let’s talk about this personally.

I heard a speaker recently who quoted a 20th century philosopher who said “What you consume eventually consumes you.” Just think about that for a minute – What you consume eventually consumes you. What does that mean to you?

Here is what it means to me.

If entertainment you experience (the books, videos, TV shows, and movies) are about blood and gore, about hate and anger – then those visual experiences impact you. The same lenses through which you witnessed that entertainment are the lenses that sometimes slant your perspective on the world toward the negative and selfish.

If you surround yourself with people who are negative, put down others, and are constantly viewing themselves as the victim, then how easy is it to be positive with others? Do you find yourself assuming negative intentions in the acts of others? Do you find yourself focusing on who’s to blame instead of taking responsibility?

If what you – literally – take into your body is full of junk food (guilty!), carcinogens, or drugs, how clear of mind and purpose will you be in interacting with each other?

If your self-talk is negative, where you beat yourself up about what you do wrong and tell yourself what you can’t do, how comfortable and confident will you be in serving others?

I have issues with several of these examples as I assume most people do – but the point isn’t to determine how great we are or aren’t today. The point is to ask How can we get better tomorrow? How can we better serve others, be a better teammate, and be a better role model?

The answer? Look at what you bring into yourself. Avoid filling yourself with the ugly, the negative – with the junk. Try to fill up with good.

Apply “Inside/Out” to Yourself.

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Listening to the Employee’s Voice – 1/27/15 TOW

Posted on January 27, 2015 in Customer Service Tip of the Week Please leave a comment


The “Voice of the Customer” is an often-heard phrase. We have a sports research program called the “Voice of the Fan.” These are ways of describing that organizations either need to simply listen to their customers, or they need to have a 12-month strategy for tapping into customer feedback and input to continuously improve.

But what about the employee? Do they have a voice, and what is the voice saying? Most companies realize that asking the customer is the best way of obtaining the “Voice of the Customer.” But few realize that asking employees is the second best way of learning the “Voice of the Customer.”

Employees – particularly those on the front line, are the ones engaged with the customers many times daily. Employees hear the complaints, the confusion, and the questions. Employees hear what make customers say “thanks” and what makes customers frustrated. Ask your employees about your customers – it’s the best customer research money you’ll NEVER spend!

Don’t stop there. Apply your “Voice of the Customer” strategy and principles into creating a Service Culture. Your organization hires employees, but does it ask them why they chose your organization and what expectations they have about the employee experience? Your company “onboards” employees, but does it have 1 week, 1 month, and 90 day check-ins with new hires to gauge whether those expectations are being met and how they’re feeling about their job and your organization?

Think about your employee vets. Are the longer-term staff asked about processes and policies that are barriers to the great customer experience? Are veteran employees asked about the current climate, training needs, or potential system changes (BEFORE they’re implemented)? Is there documented information on how proud they are to work for the organization and how engaged they are in the company’s mission and vision?

We love conducting customer research for our clients, but in your effort to provide a great experience for your external customers, don’t forget your internal customers.

Listen to the Voice of the Employee.

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