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Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

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Change on the Fly – 5/30/23

Posted on May 30, 2023 in Customer Service Tip of the Week Please leave a comment

Situational service requires some advanced engagement skills.  It involves seeing each situation independent of any others, reading the moment, and changing on the fly to create the best possible customer experience and outcomes.  So, what are some keys to situational service?  Keep these guiding principles in mind:

Start Open-minded: When the customer engages you, avoid assumptions about them and their situation.  Don’t let the first impression cloud what might be the deeper issue or need, the background of the situation, the person themselves.  It’s more effective to start by being open, and then narrow the focus after gathering information; it’s less effective to start with a preconceived notion, and then have to later backtrack or restart the conversation.

Gauge the Emotion: While we focus on words, since that conveys much of the specifics of a situation, the emotions can convey how they feel about the issue or need.  Note in their tone and body language, specifically, how they feel so that you can use that information to determine how to handle the situation.

Uncover the Urgency: Determine whether time is a concern, whether that’s in-the-moment or for the final resolution.  That time consideration will help you to understand their feelings better, but it will also help you to understand whether to respond by reiterating timing and next steps, or to focus more on their feelings and solution options.

Adjust to the Situation: The first 3 guiding principles ensure you get the information you need (the facts, their emotions, and time considerations) to handle the situation most effectively.  Now, adjust.  Settle them down first, addressing any anxiety, anger, confusion, or upset with the right technique for the emotion, or move directly to the issue and solutions if the negative emotions aren’t present.  Be patient if they care more about the conversation and the process, or quickly get to the point if there’s urgency involved.

When you’re engaged with the customer, get the facts, gauge the emotions, and clarify times.  Then focus on providing the best service for the situation.

To excel in service, develop your ability to change on the fly.

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Try an Empathy Exercise – 5/23/23

Posted on May 23, 2023 in Customer Service Tip of the Week Please leave a comment

We often note that empathy is the most important quality to have in order to be great at customer service.  Empathy enables you to view people uniquely.  It helps the customer not to feel like just a number.  And the more we can view people as individuals, the better chance we have of addressing their specific issue, need, or goal.

But what does it mean to view people uniquely?

To address this question, with one education industry client, we created the following exercise.   Without going into too much detail in terms of how we conducted the activity, let’s just say that, as a group, workshop participants filled in these blanks to paint profiles of different students at the college.

I am a _________________ student at this community college.

I have been at this college for _______________ (time).

I’m going to college in order to _________________________.

I enjoy the ______________________ aspect of attending this college.

Outside of classwork, the most frustrating part of being a student is __________________.

I also get confused by processes like ________________ and terms like __________________.

Form the Story

Once the blanks were filled in, stories started to be told.  For example, one student story formed:  I’m a veteran.  I have been at the community college for 6 months, and I’m going to college to start a different career.  I enjoy having affordable education near my home.  However, I am frustrated by miscommunications and difficulties with the advising process.  I got confused about refund policies when I needed to drop a course, and terms like SOP don’t make any sense to me.

Respond based on their Uniqueness

To build your own capacity for empathy, or to illustrate empathy to others, create your own Empathy Exercise.   Come up with similar statements for you and your co-workers to complete.  Fill in each blank, and then discuss the individual.  What makes them unique?  How should we address them, respond to them differently based on who they are, what they enjoy, or what is frustrating or confusing?

The conversations you have in addressing these two questions are some of the most important discussions you can have when trying to build a better understanding of and appreciation for your customers.

To build your ability to view people uniquely, try an Empathy Exercise.

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Time is of the Essence – 5/16/23

Posted on May 16, 2023 in Customer Service Tip of the Week Please leave a comment

Time is precious.  There’s no time like the present.  Your time is valuable.  Timing is everything.  Children spell “love,” T-I-M-E.

There are many great quotes that reference time.  And part of the reason is that time can be considered somewhat finite; at least within the day, it’s a limited resource.  What one person is doing will be just a step toward their next activity, their next conversation, their next trip that day.

So, what are ways that we can be considerate of the customer’s time?

The Schedule

  • Give customers reasonable notice about when something from them is due, or a meeting will occur.
  • Provide options so that if a time won’t work for them, they have alternatives to consider.
  • Immediately let them know of schedule changes or cancellations.

 

The Prep and the Process

  • Prepare going into the meeting so that the conversation is well-planned and can minimize the customer’s time.
  • Start on time. End on time.
  • Focus on the customer entirely during conversations, so that interruptions or unrelated activities don’t waste their time.

 

The Delay

  • Ensure you’re well-trained on a process, so that the process isn’t delayed by lack of comfort, confidence, or knowledge in performing some standard activity.
  • When they’re waiting, let them know the expectation for the wait time, see if there’s something they can be doing so that when the wait is over, they’ve already accomplished some of the next steps. Keep them informed and updated about when the wait will end.
  • If there could be a lengthy delay or some research required, give the customer the option to exit the conversation, and offer to contact them once the research is complete.

 

Your time is valuable, and so is the customer’s time.  Strengthen your strategies to ensure we’re considerate of the customer’s time.

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