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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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Take a Starring Role – 6/13/17

Posted on June 13, 2017 in Customer Service Tip of the Week Please leave a comment


Oftentimes during Service Excellence training, I will ask participants to identify companies known for great customer service. People often bring up Chick-fil-A, Disney, and some high-end Retail Stores. We’ll occasionally get QuikTrip mentioned or an organization like Amazon.

Then the question is asked: What about the experience makes you consider that organization to have great customer service?

I ask this question because I want participants to use their own personal life experiences to paint a picture of a great experience for their customers. Once attendees can envision what a great experience looks like from the customer’s perspective, it’s easier for them to understand what the experience needs to look like in their own company.

Essentially, I want them to picture those actions like they’re watching a movie – then envision that the great experience is happening in their own organization. Next, I want the participants to picture themselves playing a starring role in that movie.

Based on a recent client brainstorming session, these are examples of actions and attitudes of employees in companies that provide great customer service:

  • Staff engage customers
  • Staff share their name, ask the customer’s name, and personalize the conversation
  • Staff act like they’re happy to see the customer (it’s a great 1st impression)
  • Staff smile and use a positive tone of voice
  • Staff have a mindset of treating customers as “Guests”
  • Staff understand processes
  • Staff are empowered to take action on behalf of the customer
  • Staff go the extra mile for the customer
  • Customers are treated like they’re #1
  • Answers are quick, helpful, professional, and responsive
  • There is a plan for how to solve problems
  • Issues are resolved – quickly
  • Customers feel heard
  • Staff take pride in the workplace – even simply by keeping the area clean
  • Common sense is more important than policy
  • Before closing, staff make sure they addressed all the customer’s needs
  • When thanked by the customer, staff say “My pleasure,” and mean it.

 
These are just some of the actions and attitudes that employees can adopt to deliver a great experience.

Use these tips, and imagine yourself being the star of a movie about your organization and the great service it provides.

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Flip the Script – 6/6/17

Posted on June 6, 2017 in Customer Service Tip of the Week Please leave a comment


Patti had had enough. Her cable was out, so she called the cable company, and after holding for close to 20 minutes, she got a call center representative on the phone.

After sharing the problem with the employee, Patti was told that the cause of the issue was in the home. She was told several different steps to take to reboot, reconfigure, or reset her system. Nothing worked.

Unbeknownst to Patti, at the same time, roughly 20 neighbors were also interacting with the cable company, dealing with the exact same issue, and the solutions weren’t working for any of them.

It’s probably apparent to you now what was happening. The 20+ customers couldn’t fix the issues in their homes because the issue wasn’t in their homes. The issue was cable-related outside the homes. Initially, the cable company didn’t know it, so – initially – they wasted their time and the time of the customers in trying to have the customers resolve the unresolvable issue.

Sometimes to see what should be done, we have to look at an example of what should not have been done.

Let’s flip this script.

What if the cable was never down? Or if it was down, what if the company would have sent a notification to customers sharing the concern and the action they were taking to investigate – with a time set for the next communication?

What if Patti called, but the wait was less than one minute, and the employee greeted with a name and an immediate understanding of the issue based on the phone number calling? The employee knew about the communication the company had sent, was empathetic, patient, and apologetic. What if the employee explained the process of researching the issue, provided typical resolution timelines (or at least reasonable expectations), and promised a follow-up e-mail at the customer’s request?

One interesting and easy way to envision great customer service is to first envision or discuss a horrible experience. Break down what went wrong, and then build up an example experience that would illustrate what it would have looked like had everything gone right.

To get better, flip the script.

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A Dent for Dana – 5/16/17

Posted on May 16, 2017 in Customer Service Tip of the Week Please leave a comment


There was no hot water in the house when Dana got home from work, so she walked downstairs to the basement to find a mini flood. Apparently a neighbor had put so much yard waste into a sewer drain that – after a heavy rain – water got backed up…and flowed right into Dana’s basement – yuck.

More than that, the water rose high enough to burn out the hot water heater – a wet basement and no hot water…joy.

But Dana had a good attitude about it; the water and gas utilities came out quickly to find the cause of the problem and to diagnose the issue with the water heater. In the end, the yard waste was cleared out, the water level went down, and there was no other lasting damage – except for a dead water heater.

Dana contacted two companies, and the winner was selected to install the new water heater. The installers were nice, discussed the process with Dana, and worked independently in the basement as Dana worked upstairs. When they were finished, they left. How did Dana know they left? She saw them driving away.

So she checked the water, and it was starting to warm. Then she went downstairs to look at the beautiful new water heater, and it had a big dent in the bottom. Dana’s heart sunk. “I didn’t pay for a used water heater.” “I hope it’s not damaged inside.” “I hope it’s safe, and the gas lines aren’t compromised.”

Dana frantically began googling and after about 30 minutes realized it was probably just a cosmetic issue, but she was still frustrated, upset, disappointed – you name it. She called the company, and the manager said he’d check with the installers and call Dana back.

When they called back, the manager stated that they dented it during the install, but it was just cosmetic – no internal issues. He offered a discount to Dana on any future service.

While there are a lot of issues with this true customer service story, here’s where I’m focused. This customer had just purchased something new, something to address an issue she didn’t cause with the basement flooding. Yet, through it all she had a good attitude.

Then the employees dented the water heater, didn’t tell the customer, and drove off – leaving Dana having spent hundreds of dollars to alleviate an issue only to have that resolution cause her anxiety, frustration, and upset.

Nobody’s perfect; we all make mistakes; accidents happen (Yes, I’m rolling out every excuse – uh, “explanation”). But that does not mean that accidents are irrelevant.

We need to own up to our mistakes with customers; be willing to apologize – even for the accidents. Initiate the conversation with the customer and be willing to say “I’m sorry,” even before the customer knows there’s an issue.

It’s about being proactive and professional.

Learn from the Dent in Dana’s Water Heater.

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