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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 Surveys Worth It – 9/29/15 TOW

Posted on September 29, 2015 in Customer Service Tip of the Week Please leave a comment


How many customer surveys has your company conducted since you’ve been working at your current employer? Some of you may answer 1,263 – roughly speaking – and others may answer zero.

The results could be many data points, many responses, many comments and analysis and findings and conclusions…or zero.

To make surveys worth conducting, worth the time, worth the money and the blunt feedback, the results have to be used. But even before that, the results have to be worth using.

Before conducting your next survey, think about these key categories of content.

The first is obvious. Find out what’s important to your customer – about the experience, the product/service, the relationship with your business. Find out their satisfaction with those same attributes so you can see where the biggest gap is between importance and satisfaction.

The second may be less obvious. Gauge your customer’s awareness. Many of the reasons for customer dissatisfaction, apathy, exit, confusion, or a poor experience comes down to this point – they just weren’t aware. They weren’t aware of your product offerings, your facility locations, the website functions, the right number to call or person to contact, how they could request a refund or lodge a complaint. They weren’t aware of a process or a service method; they didn’t know about perks and benefits.

The third content category for your surveys is change. Ask the customer about what is changing in their world, with their preferences, and with their desired experience. Have them to tell you the change so you can anticipate and plan for the changes you’ll need to make in your business to change with your customer. Don’t wait for them to leave in order for you to realize that you didn’t change fast enough.

Make your survey results worth using. Ask the right questions.

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Strengthen the Strength – 9/22/15 TOW

Posted on September 22, 2015 in Customer Service Tip of the Week Please leave a comment


I was in a meeting recently with a client, and we were discussing continuous improvement. Although continuous improvement in most organizations revolves around identifying and fixing issues that are keeping you from being productive, effective, or great at customer service, this organization takes a slightly broader approach.

Along with addressing issues that need to be fixed, they also focus on using continuous improvement to “Strengthen the Strength.” Essentially, the organization encourages staff to identify their strengths and then work to get better and better and better. Similarly, the organization as a whole strives to build on its core competencies and strengths.

Let’s focus on the individual staff perspective. Maybe you’re somebody who is very organized, and yet you’re not very tech savvy. Identify technology solutions that can enhance your organizational skills. There are many apps and software products that are focused on organizing work, projects, brainstorming, social media management, e-mails – virtually any aspect of business.

Let’s assume you’re someone who is highly responsive. That means that you’re responding to all messages with an e-mail reply typically the same day. So how do you strengthen that strength? Maybe you could ensure that along with responding that you’ve received the message, you also convey what next step will occur and by when. Maybe you’re normally communicating back via e-mail the same day because you prefer e-mail, but you begin learning how your clients prefer to communicate, and you begin using their preferred communication method instead.

At the organizational level, you can also use your strength for the greater good. You may be somebody who is very outgoing; use that positive nature to make connections between different divisions of the organization that may not know each other well but that need to know each other well for the organization to perform better.

You may be very analytical; instead of using your analytical ability just in the normal course of your own work, you could volunteer for continuous improvement teams and provide the type of analysis that gets to root causes and potential solutions.

When you think about continuously improving yourself, down just focus on fixing issues.

Strengthen the Strength.

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Making the Most of Millennial Moments – 9/1/15 TOW

Posted on September 1, 2015 in Customer Service Tip of the Week Please leave a comment

Millennials are an exceptionally large and growing segment of the customer base of many businesses. They are a unique – and in some ways – demanding group. And when it comes to customer service, there are a few tricks of the trade to consider.

First, avoid the assumption that all Millennials are the same – that they’re all tech geniuses with little interest in two-way verbal communication. Millennials are as varied as baby boomers and Gen X. Still work to view each one as an individual, regardless of age.

Second, although they’re not all the same, they have stronger characteristics that many preceding generations. They are typically very tech savvy, so when communicating with them, the web-based, self-service option may be preferable to them. So “teach them how to fish” for the future while you’re fishing for an answer to their question in the present.

Third, realize that their definition of rudeness may differ from yours. Looking at a smart phone while engaged with an employee might seem rude to the staff person, but it’s part of the highly wired nature of the Millennial customer. Avoid the urge to react negatively to the customer; they don’t intend to be rude – they just haven’t learned the appropriate etiquette yet.

Fourth, realize it’s (almost) all about speed. Some Millennials are upset if a friend hasn’t replied to a text immediately; they’re upset if the website doesn’t load in 1-2 seconds. They get concerned if someone doesn’t “like” their social media post in the first 5 minutes. That expectation for speed impacts their desired customer service experience. They want swift responsiveness – provide it or be intentional about managing expectations immediately.

Finally, go for mutual respect. Speed isn’t everything; respect is huge to these customers. Although they’re young, they’re typically smart, opinionated, and understand they’re important. While the wisdom of age may not have become part of their top personal qualities yet, they want to feel respected.

When managing those Moments of Truth with Millennials, look at each one as unique, be an educator, be aware that they may not see their own perceived rudeness, be responsive, and convey respect.

Make the most of Millennial moments.

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