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One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

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When Metrics Mask Reality – 7/16/13 TOW

Posted on July 16, 2013 in Customer Service Tip of the Week Please leave a comment

Michael has the pleasure of knowing a board member for a nationwide retail chain. Michael thoroughly enjoys knowing this gentleman on a personal level and learning about his perspective on business.

Since Michael has been a customer of the business, one day he decided to ask the board member how the board feels about their company’s customer service. The board member’s response was “Oh! We’re doing great! We just passed our biggest competitor in the national ratings, and our metrics on the store customer service are generally trending up!”

Michael was somewhat astonished at the response, since this company has a reputation for horrible customer service. Since Michael hadn’t been to his local store in a few weeks, he thought that maybe they had improved.

So that weekend, Michael needed to buy a certain type of flower that his wife was requesting – a white wave petunia. Not wanting to make a 20 minute round trip without knowing they had that type of plant, Michael called the store first. After going through 5 menus on the phone system, Michael selected the right option (or so he had hoped) and was transferred to the nursery; he hung up after the phone rang for the 18th time with nobody answering.

He then hopped in his car to go there anyway as it was getting late in the day. When Michael entered the nursery area, he immediately walked up to the cashier and waited behind the only customer in line. Since that conversation was taking several minutes, Michael walked to the flower pots and began looking for the plant. There Michael saw every petunia known to man. . .except a white wave petunia.

So he went back to the cashier, and when the cashier was done helping the customer, Michael asked for help.

“I’m just a cashier,” responded the employee. “I don’t know what those are; why don’t you go ask an employee back in lumber?”

“Where?,” Michael responded.

“Back in the back quadrant over there; they’re over there,” the cashier replied.

Then Michael went to the ‘back quadrant,’ but there were no employees around.

Michael left without a white wave petunia, without a good feeling about the store, and with the definite suspicion that this board member had never shopped at his own stores.

Metrics can look good, but the experience can be bad.

Trust data to a point, but verify what the experience is like in reality. Experience your business like a customer would experience it.

 


Now That You’re On Time, Please Wait – 7/9/13 TOW

Posted on July 9, 2013 in Customer Service Tip of the Week Please leave a comment

Ellie went to her eye doctor to get her cataracts checked. Are they bad enough to get the procedure? That was her question – she wanted the cataract surgery so she could see better, but every year her physician said they were not quite bad enough.

After checking in, Ellie went to the waiting room and noticed a new automated board that tracked physician delays. Apparently, the office had added these “scheduling status monitors” within the past month in order to set appropriate expectations with patients about wait times. The theory was to best manage expectations and communicate via monitors with the patients. This ensures patients won’t be upset at delays, and they won’t constantly interrupt receptionists asking for updates.

When Ellie found her physician on the monitor, she noticed that her doctor was running about 90 minutes behind by that point in the day. And while it was good that the monitor gave her a realistic expectation of the delay, Ellie was frustrated. Why? Isn’t this one of the core concepts behind great customer service – that you constantly have to reset customer expectations to match reality?

To Ellie, this definitely wasn’t an example of great customer service – or even good customer service. From her perspective, if the office knew that they were 90 minutes behind, why didn’t they call her to tell her so that she could arrive later? Why couldn’t they use their information so the customer could rest a little longer, run an errand or two on the way, get more work done, or avoid having to leave home in the middle of a thunderstorm?

In other words, why couldn’t they use the information to reduce the patient’s wait time and make it more convenient for the patient?

Maybe the office’s response would be “if we tell them they can come in later, they won’t be here if we get back on schedule.” That may be true periodically, but it’s not the right answer in most situations.

If we can’t serve clients earlier, there are still opportunities to reduce their waits.

If we expect clients to be on time, do whatever is necessary to deliver with minimal wait time.

 


Houston, We Don’t Have a Problem – 6/11/13 TOW

Posted on June 11, 2013 in Customer Service Tip of the Week Please leave a comment

It was the first time that I had used this shuttle service, and it was also my first trip to Houston. I decided to take the shuttle from the airport to the hotel since I had extra time and because it was about half the price of a taxi. After paying for the shuttle at the check-in desk, I was told that the driver was en-route, and it would be no more than 20 minutes before he arrived. The driver did arrive about 15 minutes later; a good start, and from then on, it was a perfect experience.

After taking my luggage, Barry, the driver, suggested that I sit on the front row since I’d be the first one dropped off at my destination. He asked if I had been to Houston, and since I hadn’t, he became my tour guide for the next 25 minutes, picking up other customers and then heading into town.

He raved about my hotel and its proximity to sites and restaurants. He mentioned the new bicycle stands that the City had put up around town. He pointed out the baseball field and the convention center as we arrived. At this point, Barry seemed more like a representative of the Houston Chamber of Commerce than he did an employee of the shuttle company.

He described how and when to reserve the shuttle for my return to the airport (which I did), and he noted that I could track my pickup shuttle real-time online to know exactly where the van was at all times (which I did).

As I was preparing to leave Houston two days later, I got an automated call noting that the shuttle would arrive in 10 minutes. And the shuttle arrived 10 minutes later.

This experience (to and from the hotel) was a combination of great attitudes, processes, and systems.

How customer-oriented and integrated are your organization’s attitudes, processes, and systems?

Look for a little shuttle magic in your organization.


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