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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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Make 5 Minute Presentations to Co-workers – 11/3/15 TOW

Posted on November 3, 2015 in Customer Service Tip of the Week Please leave a comment


My customer service consulting firm conducts many visioning workshops for clients. The workshops can address the Mission, Vision, Values, Core Beliefs, Statements of Desired Culture, and Definition of a GREAT Client Experience.

At the client’s request, two of this year’s Visioning workshops have incorporated something different and interesting. The Visioning work is necessary because these particular clients are growing, and with new staff and – at times – new functions, there is a lack of understanding that’s developing.

Who works in other divisions? What do they do as individuals? What do they do as a division? How do they impact me? How do I impact them?

Issues can arise because of a lack of understanding of others serving the same customer, others who are “my internal customer,” or those that “serve my department.” There’s miscommunication. There’s a customer being misdirected. There’s one department operating as normal without realizing they’re causing problems and customer complaints for another department.

As a part of these workshops, early on we have leaders of key departments or divisions make 5-minute presentations to others in the room. The presentation can be in any format and any level of formality desired – flexibility is offered to the presenter. However, the focus of the presentation has no flexibility. Every presentation has to answer this key question:

What does your division do for the customer?

If the presenter would like to present other information, they could provide information on services, functions, and/or benefits to the customer. Q&A follows, understanding of common customers and interrelationships are brought to light, and a movement toward a common vision can now begin.

It’s amazing what benefits can result in simple five minute presentations, Q&A, and seeing what everyone in the organization does framed around the customer.

Frame conversations around the customer. Make 5-minute presentations to co-workers.

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A Lesson in Humility – 10/27/15 TOW

Posted on October 27, 2015 in Customer Service Tip of the Week Please leave a comment


Sarah was very excited about her new reading partner. Miss Jenny had never volunteered at this elementary school before, so she wasn’t certain what to expect when she showed up for her first day with her new reading buddy. When she met Sarah, Miss Jenny smiled, and Sarah’s eyes lit up.

They went to the school library together and read and talked, then read and talked some more. Then week after week throughout the school year, they met again – and read and talked again.

At the end of the school year on their last day together, Sarah gave Miss Jenny a hug and said “thank you for reading to me.” Miss Jenny thanked Sarah and talked about how much she enjoyed the time they had together.

As Miss Jenny walked away, Sarah’s teacher asked Sarah if she knew what her readying buddy does. “Yes,” replied Sarah, “she reads with me.” The teacher said, “Oh, I meant, do you know what she does for her job?”

“No,” Sarah replied.

“Well she’s a very successful business owner here in town,” said the teacher.

“Okay,” Sarah said, and then Sarah walked back to her desk – apparently impressed with Miss Jenny, but not impressed with her job. What was clear is that Sarah didn’t care about Miss Jenny’s job – she just appreciated her reading buddy. What’s also clear is that Miss Jenny never bragged about her job or her professional accomplishments – all of the time and discussions with Sarah were about…Sarah.

Why am I bringing up a community service story to discuss customer service? Because greatness in community service has a thread of humility in it. The community service is for those being served, not about those serving.

Similarly, great customer service isn’t about the service provider. In that moment of truth with the customer, it’s about the customer. It’s about addressing their need, their emotions, their issues, and their goals. It’s not about our ego or our experience or our superior knowledge of policies, procedures, rules, and regulations.

Although it would be great if the customer stroked our ego, that’s not their responsibility. That’s more our own responsibility and that of our employer.

When engaged with the customer, when serving others, we need to bring humility to the encounter.

In customer service, let us help others with a humble heart.

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Three Lost Customers in One – 10/20/15 TOW

Posted on October 20, 2015 in Customer Service Tip of the Week Please leave a comment


This is a true tale of 3 lost customers – me, myself, and I.

I sat in a drive-thru at the shiny new fast food restaurant – the first time I had ever been there – and the line never moved. It was 2, 4, 8 minutes of waiting. I told myself that if it got to 10, I’d leave; I left. That was 2 years ago, and I’ve driven by it hundreds of times but have never been back.

The local cleaners changed owners, and I kept going – it was highly convenient – but the new owners don’t smile, don’t say hello, don’t say thank you. Their greeting is “Phone Number,” so they can key it into their system. They don’t say another word until you tell them the number of pieces and what you want done with them. When you’re at the register, and they’re waiting on the credit card machine, they don’t say a word – they look around with a stone face. I’m leaving that business, too.

The local cable/internet company came to upgrade my neighbor’s lines, and they cut the lines to my home. When they installed cable, they literally installed the shortest line possible, so there was no way to move the television more than 3 inches and still be hooked to cable. When calling their customer service line to setup appointments, the wait was long and the wait on the technician to come out to the house was longer. I switched internet providers and am waiting on a new TV provider to enter my region so that can be switched as well.

Sorry to be venting, but I’m not just sharing these issues just to vent (although it does feel good!) – I’m sharing these stories to illustrate the types of things that can drive customers away. The company may never realize it either if they don’t ask customers about their experience, don’t try to see the experience through the customer’s eyes, and don’t contact lost customers to ask about exit reasons.

They lose business – revenues drop – and it’s all about the customer experience.

Customer service matters. Time, engagement, caring, responsiveness – they all matter to the bottom line, the P&L, customer churn – whatever term we want to use.

And since customer service matters, ensure you’re tapping into customers so you know truly what they are feeling, why they’re leaving, and why revenues are going up and down.

Learn the lessons of these “three” lost customers.

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