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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

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

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Same Place, Different Experiences – 9/26/23

Posted on September 26, 2023 in Customer Service Tip of the Week Please leave a comment

Meredith was getting discharged from the clinic, when the nurse came in, gave her a packet of information including the discharge instructions, explained the next steps, and asked if Meredith had any questions.  Freida, across the hall, was told that she could leave when ready.  However, Freida had to ask if there were any discharge instructions since she hadn’t received any.

Meredith was going to the sporting event, and she was very excited!  Her account representative e-mailed her a week beforehand with instructions on parking options and other amenities/activities around and in the arena.  Freida showed up to the same sporting event.  She had no idea where to park, how much it would cost, or where to enter the arena.

Meredith happened by a new coffee shop, and she ordered a drink.  The employee showed her where the cream, milk, chocolate, and other items were that Meredith could add to her coffee.  The employee also told her about a loyalty program.  Freida went to that same coffee shop later in the day, got her coffee, and left.  She thought:  This tastes good but could have used a little more milk and a dash of mocha.

Both Meredith and Freida went to the same businesses on the same day.  Obviously, these businesses need to learn a lot about consistency, because they were all inconsistent in the experiences that their customers received.  In each case, Meredith had a better experience.  And the key differentiator was that the people serving Meredith were proactive.  They were anticipating next steps, and the result was a customer who was more comfortable, more confident, had a better experience, and even had a better cup of coffee!

Don’t wait for the customer to ask.  Stand out from the crowd by simply being more proactive.

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What Annoys the Customer? – 9/19/23

Posted on September 19, 2023 in Customer Service Tip of the Week Please leave a comment

Domino’s Pizza had TV commercials years ago where they promoted how they trained their employees to “Avoid the Noid.”  The “Noid” was basically an annoying person or thing that would disrupt the delivery driver, possibly making the driver drop the pizza on the way to your door.  The goal at the time was to deliver a Domino’s Pizza in 30 minutes or less, so Domino’s tried to avoid those situations that kept them from their goal.

It was important for Domino’s to avoid those negative customer experiences – those delivery delays – especially since its advertising promoted that 30-minute goal.

Every one of our organizations also has goals, and one of the more tactical goals should be to avoid customer dissatisfiers.  Avoid the issues that cause lost customers, that create a negative experience.

Most organizations focus on what they do best or what they can do to make the perfect experience for the customer.  They focus on retention drivers, which is great, but they define retention drivers purely as why a customer patronizes that business.  They never expand the definition of retention driver to include what could make that customer so upset that they’d leave.

Do account representatives never return customer voice mails?  Does the event organizer fail to communicate effectively with fans during a weather delay?  Does the customer choose the electronics store because of the technology selection, but they never return because of the aggressiveness of staff in selling warrantees?  Does the local government provide a great experience at the front desk, but their website and phone trees are so confusing that the taxpayer HAD to go onsite to get their question answered?

It’s great to strive to be the best in your customer experience, but make sure you’re also identifying and avoiding those things which can drive the customers away.  Avoid the Noid.

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Lift It Up – 9/12/23

Posted on September 12, 2023 in Customer Service Tip of the Week Please leave a comment

I worked with a great client for several years who was in a leadership role in the education industry, and she was the executive champion for a culture-strengthening initiative.  We were the outside firm helping to develop the overall strategy and facilitate the teams addressing the various aspects of the culture.

She often used the phrase Lift It Up.  If there was an important topic, concern, or goal that needed to be known more broadly throughout the organization or brought to the attention of leadership, she would say that we needed to Lift It Up.  If there was a best practice being utilized in one school which could benefit many other schools, she’d say that we needed to Lift It Up.

What it Means to Lift It Up

When you’re making the effort to lift something up, you’re making something a priority.  You’re making an issue or a concern or goal or an opportunity known.  Lifting something up is a positive thing; it’s like you’re recognizing the thing or the people that made that thing work, or that needs to work better.

How to Lift

So, let’s address this from a customer service perspective in a very tangible way, particularly lifting up positives.

Who can you lift up?  You can lift up the co-worker who does something above and beyond.  You can lift up your boss when they’re exhibiting the behaviors of exceptional leadership.  Lift up your customer for bringing something to your attention, doing their part in the process, or being kind and respectful, despite the circumstances.

What can you lift up?  You can lift up best practices of the facility or on a website.  You can note some change that made life easier on staff or on those that you serve.  You lift up examples of documents or posters that remind people of the organizational values or customer service standards.  You can lift up that information received from customers, sharing how that’s helpful.

To whom can you lift it up?  Lift it up to leaders so that they’re aware of excellence on the part of your co-workers or best practices that could be used in other areas of the organization.  Lift it up to your co-workers so that they feel appreciated.  And lift it up to customers for the same reason.

To infuse positivity and best practices in your organization, Lift It Up.

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