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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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Set (Customer Service) Standards for Yourself – 2/21/17

Posted on February 21, 2017 in Customer Service Tip of the Week Please leave a comment


A recent article noted that a European home builder lost millions of dollars in 2016 because their Customer Service Standards declined.

So that begs the question – What are Customer Service Standards?

In short, they are the bare minimum that a customer should expect when interacting with a company. The bare minimum in terms of quality, timeliness, employee knowledge, attitudes, and responsiveness.

We help many organizations develop and implement these standards because they understand it’s a risk to leave customer service up to the individual employee’s expectations of what they should deliver or the individual department’s or business line’s understanding of what is great customer service.

For great customer service to be delivered CONSISTENTLY and in a manner that aligns with organizational values and business goals, it has to be defined. The Standards create clarity for how that definition looks/feels on a daily basis.

But Standards aren’t just for the organization to define in order to set expectations, individual employees should also set high standards of what they expect of themselves.

So what do you expect of yourself? At every “Moment of Truth” with each customer you encounter or co-worker you serve, what experience should you provide? What level of care for others do you expect yourself to convey? What should “respect” look like when you deliver it to others? How do you expect yourself to act with others so that they feel valued and their need seems important?

Companies should set Customer Service Standards to be crystal clear of their expectations and to help create some consistency in the customer service provided throughout their organizations.

Make sure you’re setting standards for yourself, too.

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Every Moment is an Opportunity – 1/24/17

Posted on January 24, 2017 in Customer Service Tip of the Week Please leave a comment


It’s a “Moment of Truth.” That’s a phrase used in customer service to typically describe when we’re one-on-one with the customer, and how we react or respond or engage the customer in that situation is make or break.

Do we build a relationship through our actions or tear it down? Do we engender loyalty or drive the customer away? Do we create “Raving Fans,” or do we develop detractors?

When we view that “Moment of Truth” phrase in these terms, it can seem ominous. It can create pressure. It can cause us to focus on “not doing something wrong” in that moment, causing you to hold back or do little proactively.

To help us get in a Success Mindset, let’s view every one of these moments as an opportunity:

  • It’s a chance to get customers to love your organization.
  • It’s a situation that could create positive word-of-mouth.
  • It’s a chance for you to convey you care about someone.
  • It’s an opportunity to make someone smile.
  • It’s a moment that will set your business above competitors in the mind of this individual.
  • It’s a chance to help this person to feel valued.
  • It’s one of those moments where we can flip anger to appreciation.
  • Instead of “making a sale,” it’s an opportunity to “make a customer.”

 
Don’t let the importance of the customer service Moments of Truth overwhelm you and cause you to hold back.

View every moment as an opportunity.

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Dealing with the Treasure Hunter – 1/10/17

Posted on January 10, 2017 in Customer Service Tip of the Week Please leave a comment


The customer is asking you question after question after question. They’re engaged and pleasant, but they’re turning what’s normally a 30 second quick talk into a 3-minute conversation.

It’s easy to get impatient with these customers because they’re taking up more of your time than normal. It’s easy to get frustrated because they’re firing question after question at you, and you have TONS of other work to do, so many other customers to serve.

What’s going on?

You’re dealing with the Process Customer. They want details. They want realistic expectations. They want the treasure map to their desired pot of gold.

To deal with these customers most effectively, consider them to be like a Treasure Hunter. They want the map. They want the clues. They want to know the potential pitfalls to avoid and the clearest path to take. It’s all about getting to the treasure, and they don’t want you to tell them just the next step. They want the map – with all its clues and paths and steps detailed.

Handle them this way. Tell them your understanding of their goal. Note the next steps, who will do what and by when. Give them a (process) map or a checklist of ALL the steps. Then confirm they understand the plan before you wrap up the conversation.

With these Treasure Hunters, you also have to be conscientious about telling them when steps have been accomplished, when action has occurred, when roadblocks have been encountered and overcome – in other words, be proactive with status updates.

So why are we handling these Treasure Hunters in this manner? Because the more you build their expectations with clarity and the more you build their comfort, then the more you’ll build their confidence.

And the more clear, comfortable, and confident they are, the less they’ll be contacting you and your co-workers repeatedly for updates, with questions, and with concerns.

When encountering a Process Customer, treat them like a Treasure Hunter.

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