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When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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Use Privacy to Keep the Peace – 2/20/18

Posted on February 20, 2018 in Customer Service Tip of the Week Please leave a comment


When conducting a Service Excellence Training session for an education client, I asked the staff from Student Services to describe situations where they encounter irate students. One of the employees noted how – when you correct the student or try to educate him on his part in the process – the conversation can either go really well or really badly. A student can either listen, understand, and move forward, or they can throw a royal fit. What’s the difference? The difference is WHERE the conversation takes place.

If the employee is noting what went wrong or telling the student that they needed to have taken some actions before showing up and they’re surrounded by students, the conversation can go negative very quickly.

However, the same conversation can take place with the same information presented by the employee in the same way, but where it takes place can elicit a totally different reaction.

The difference? Embarrassment.

The student can easily react defensively or angrily if information that puts them in a negative light is conveyed in a public environment. While this may seem intuitive, too often employees are engaging the student, the client, the patient, the family in a conversation in a public location that serves to do nothing but heighten the emotions of the customer.

In customer service, the privacy of the customer is actually your friend. Find ways to convey in a more private setting not only the bad news but also information about anything that the other person should have done or should have known.

Ensure that what you say doesn’t create an irate customer situation simply because of where you say it.

Use privacy to keep the peace.

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Get to Know Yourself Better – 1/30/18

Posted on January 30, 2018 in Customer Service Tip of the Week Please leave a comment


Confidence in your ability to deliver customer service is exceptionally important. I often quote Vince Lombardi who said “Confidence is contagious, and so is lack of confidence. And the customer can recognize both.”

Confidence is important to you and to the customer. It lets the customer know whether they can trust and believe you, or not. Should they follow what you say, or should they “answer shop?” Should they accept your explanation, or should they ask you 15 follow-up questions? Much of their response (and whether they end up wasting your time or the time of your co-workers) is based on your confidence.

So, what creates confidence?

Judith Bardwick (management consultant, psychiatrist, author) once said: Real confidence comes from knowing and accepting yourself – your strengths and your limitations – in contrast to depending on affirmation from others.

Starting with the last point first, don’t seek affirmation from others in order to drive your confidence. If you receive the compliments, then great! That’s a bonus. But don’t rely on someone else to do something for you in order for you to create a positive self-image.

Bardwick believes that being confident outwardly is based on your inward knowledge. Do you know your own strengths and weaknesses (or “limitations”)? Do you accept those? When I say “accept,” I’m not saying that you should refuse to improve, but at least be honest that that’s who you are at that specific moment.

Do this exercise to build your confidence in front of customers. Simply take out a sheet of paper, and write down 5-10 of your strengths that relate to customer service such communications, relationship-building, organizational skills, and other characteristics of people great at customer service. Then, write down 5-10 areas that are shortcomings or at least not your core strengths.

Then review the list. Tell yourself “yes, this is me at this moment. I am REALLY good at these 5-10. These other points are areas where I’m not great and may need to improve in the future.”

That knowledge and acceptance will help you to be more conscious of what to leverage when serving others (your strengths), and what situations to avoid or seek support in (your limitations).

Get to know yourself better to serve your customer more confidently.

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Be Great Offline – 11/28/17

Posted on November 28, 2017 in Customer Service Tip of the Week Please leave a comment


I’ve purchased from many different online organizations both personally and professionally over the years, as I assume most of you have, as well. And the ones I tend to go back to are those that make a good impression from a customer service standpoint. While that’s probably no surprise to you, what may be a surprise is how I and many others evaluate the customer service of online businesses.

Three online companies that have been great in those customer service encounters are Constant Contact, Zoho, and Zappos. These are three pretty different businesses, but the positives from my experiences with them have been similar.

First, they’re responsive to e-mails. Since I deal with Zoho quite frequently on important but non-urgent matters, I contact them via e-mail. They respond fast. They try to resolve before responding, but – if not – they’ll follow-up to let you know what investigation is taking place and by when they expect to resolve the issue or need.

Next, for these online companies, they’re great…on the PHONE! I’ve called all 3 businesses, and they pick up quickly, the representatives are consistently patient with me, and their personalities and tone are cheery and personable. With Constant Contact, they will let you know what can and can’t be done, and they ask you specific questions to give you specific answers to arrive at the holy grail of…FIRST CALL RESOLUTION – woo hoo!!

Finally, there’s a consistent theme of relaxed professionalism from website to e-mail to calls. No matter how you contact them, you get a consistent experience. They’re professional without being stuffy. They’re fun – a Zappos order receipt seems like a joyous (and abundantly clear) message from a friend about your purchase. Zoho doesn’t ask you to complete their Likert scaled survey, they give you the happy/sad face emojis to quickly rate the experience.

If you’re in a web-based business, to be a great online, be great at offline customer service. If you want to be part of a great business – one known for its customer service – don’t ignore all the different ways that your clients experience your customer service.

Be great no matter how they engage you.

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