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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

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

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Highlight the Hidden Value – 7/1/25

Posted on July 1, 2025 in Customer Service Tip of the Week Please leave a comment

Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive…

“For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also provide free shipping!  AND THAT’S NOT ALL!  You also get this 21st century space age colander.  That’s right!  AND THAT’S NOT ALL!  If you call in the next 90 minutes, we’ll send you a 3-in-1 corkscrew – that also serves as a laser pointer and a flip chart marker!”

That type of marketing works in some cases.  It provides an in-your-face series of incremental reasons to make a purchase.

But what about those behind-the-scenes series of incremental reasons for the customer to keep their business with your company?

Janine had a new HVAC tech come out to her home to do the quarterly maintenance, and she was impressed with how much time he spent working on the equipment.  She had no idea what he was doing, since he was in the crawl space or working at the outdoor unit all the time, but she was really pleased with the time he took!

Kareem was calling about a charge on his credit card statement that didn’t look familiar.  Not only was the price a number that didn’t ring a bell, but the merchant name didn’t seem like a company he had heard of either.  The customer service representative looked on her system, apparently investigated a lot of details about the transaction, and came back to Kareem with a description of the type of purchase, another name for the merchant business, and a course of action for Kareem to take.  Kareem had no idea how the CSR came up with all this information, but he was very pleased!

These are just two real-life examples of how the customer had a great experience.  They had no idea specifically what the employee was doing on their behalf, but the time investment from the employee and the outcome of the work performed made a huge impact on the customer.  Their impression was that they got great customer service.

It wasn’t in your face marketing that made them so pleased, engendered trust, and built loyalty.  It was the effort on behalf of the customer, the time spent, and the clear next step.

Sometimes the actions the customer never sees are the ones that build value the most.

Understand your hidden value and how much repeat customers appreciate it.

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Don’t Harp on the Customer’s Mistake – 6/24/25

Posted on June 24, 2025 in Customer Service Tip of the Week Please leave a comment

Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session the upcoming Friday.

When the make-up day arrived, Seth and Sarah entered the aquatics center, walked up to the receptionist, and asked if Sarah could use one of her make-up classes that day.  The receptionist, Roberta, asked if they had called or e-mailed in advance to confirm Sarah could drop-in for a class, and Seth responded “No.  Was I supposed to?”

While Seth had remembered the fact that make-up classes were offered, he didn’t remember (and didn’t check) the policy that stated parents had to contact the aquatics center first to reserve a spot.  Seth messed up; he was wrong.

Now, many employees may roll their eyes, say something under their breath, or simply say that they couldn’t help because Seth didn’t follow the policy.

Instead, Roberta reaffirmed the policy, said that “unfortunately I can’t guarantee we have an opening today,” but shared “I hope there is space available.  Let me check.”  Roberta smiled, was hopeful, but didn’t make any promises.  She didn’t criticize the customer.  She just educated the customer, empathized, and excused herself to go check with the instructor about availability.

Seth turned to Sarah, smiled and said “let’s cross our fingers!”

A couple minutes later, Roberta returned and was excited to tell Seth and Sarah “Yes!  We have a spot for you today!”

Sometimes the customer is wrong.  But that doesn’t mean our attitude needs to go negative.  Sometimes we can correct the customer, and do it so professionally that the customer is understanding and hopeful, not frustrated and angry.

Don’t let a customer error create your own customer service error.

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Imitate to Improve – 6/3/25

Posted on June 3, 2025 in Customer Service Tip of the Week Please leave a comment

Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate.

Wilde’s statement essentially means that it’s a form of praise to imitate the actions or words or approach of someone else.

In business, we call that identifying and applying best practices.

For an individual in customer service, we can apply this “imitation approach” to our work, as well.

Do you have a co-worker who handles themselves in a way that you consider exceptional?  Maybe it’s in difficult situations or with difficult people.  Potentially it’s just how they answer the phone or how their attitude maintains positivity or open-mindedness throughout the day.

*** Identify specifically what they do, potentially ask them about their attribute, and try to apply that best practice.

Have you ever been a customer that’s been served by an employee, and you thought: “Now THAT was excellent customer service!”  Or… “that person is really, really good at their job.”  Or… “that individual must love what they do!”

What about that employee made you feel like they were delivering excellent customer service, made you feel like they were good at their job, made you sense that they must love what they do?

*** Again, identify that attribute, and apply it in how you engage and interact with others.

“Flatter” others by imitating their best practices.

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