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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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Why a Home Run Swing Whiffs – 4/18/23

Posted on April 18, 2023 in Customer Service Tip of the Week Please leave a comment

ACME Tree Service showed up at Nancy’s house to provide an estimate for trimming some trees.  The sales consultant looked at the trees and their proximity to the house, and he quickly wrote up a bid.  Heavy trimming on 9 trees.  Heavy price tag.  It was a quick conversation resulting in sticker shock for Nancy.

AAA Trees showed up a little later, and their sales consultant looked at the same situation and the same trees. They asked several questions about the customer’s needs and concerns, their goals and what timing was preferred.  The estimate addressed some precision-trimming on 4 trees, focusing on key limbs that had the greatest needs or issues. The estimate was lower, the conversation was a little longer, but AAA Trees got the business.

As it’s been said, it’s better to have a little bit of something than a whole lot of nothing.  AAA got something out of the meeting.  Nancy got a plan for exactly what she wanted and needed.

ACME went for the home run, and they whiffed – swing and a miss!

AAA went for a Win-Win.  They wanted to find out precisely what the customer wanted/needed, and they provided a plan to address that need.  In customer service, there are lessons to be learned…

Sometimes it’s better to spend a little extra time with your customer, asking enough questions so you can give a more precise answer.  Your solution could be a better fit for the customer’s needs.

Customers are often more satisfied if you paint a picture of precisely what needs to be done and how the action addresses needs.

Finally, you can save yourself time and effort on the backend, if you spend a little more time truly getting to know the customer on the front-end.

Avoid always swinging for the fences.  A few questions and a little patience can lead to frequent singles and doubles.

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Communicate Crisply – 4/11/23

Posted on April 11, 2023 in Customer Service Tip of the Week Please leave a comment

I try to make these tips around 300 words, but oftentimes I’m North of 400.  I work hard to pare down the words because I don’t want one or two core points being lost in a barrage of verbosity.

Phrases like lost in a barrage of verbosity are the things that might come out of my mouth initially.  But I try to avoid these phrases when sending messages because I want to be clear to the person with whom I’m speaking, so that they can more quickly and easily understand.

Part of how you convey respect in customer service is how you communicate with others, and one often overlooked method of communication is writing.  Our e-mails, in particular, could be more clear, more crisp.

When I say crisp, look at your e-mails sent to co-workers and customers.  Can the key information be gleaned in under 60 seconds?

If not, here are a few quick ways to make your writing crisp:

  • Take out the prepositional phrases. Did I really need to write “to the person with whom I’m speaking” above?
  • Eliminate the acronyms that are going to create follow-up communications requesting clarification.
  • Go for the shorter sentences rather than the long.
  • Use those bullet points.
  • Highlight the 1-2 points that you want them to take away from the message.

 
Be clear, but be a bit of a minimalist.

I naturally use a lot of words when I write, so I have to proof and narrow my initial draft.  Maybe it takes me an extra minute, but out of respect for the customer/co-worker, I try to pare it down so they can quickly and clearly understand what to do next or what I’m trying to convey.

In business writing for customer service, communicate crisply.

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Improve Co-worker Rapport to Improve the Customer Experience – 4/4/23

Posted on April 4, 2023 in Customer Service Tip of the Week Please leave a comment

The movers were packing up the house.  It was a stressful time for Janine.  She was having to move her aging parents to a new city in a new State to help care for them.  The parents were leaving behind friends and a community where they’d lived for most of their lives.  Janine and her sister were doing all of the planning, working through all the logistics, and spending all the time and the efforts and the lack of sleep to make the move happen.

As she was working with the moving company, packing up the house, it would have been easy for Janine to let the burden of the situation overtake her.  But in the moment, there was something that made the packing and the moving experience more pleasant.

Even when she wasn’t talking to the moving team, she was noticing them.  They were talking with each other.  They used respectful tones.  There was smiling and occasional laughter.  They were productive and moved efficiently, but there was still a professionalism and a politeness with how they interacted with each other.

In short, the employees got along with each other.

For Janine, the overall environment in the home was noticeably more upbeat, more energetic, more positive, and more collaborative.  The atmosphere and the experience were much better because the moving team had a rapport with each other.

For organizations that care about the customer, oftentimes they focus the customer experience on their engagement with that individual.  But when more than one employee is involved in a conference call, at an in-person meeting, some kind of video conference, how the staff engage each other also has an effect on the feel of the experience.

Convey the pleasantness, politeness, productivity, and professionalism with your co-workers that we’re all expected to convey with our customers.

Improve Co-worker Rapport to Improve the Customer Experience.

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