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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

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

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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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Turn 4% Feedback into 100% – 5/9/17

Posted on May 9, 2017 in Customer Service Tip of the Week Please leave a comment


Only 4%. That’s the percentage of customers that have a problem with an organization that will come right out and tell you about it. Sure, they’re happy to post a review on Yelp, or post a complaint on their Facebook or Instagram account. They’ll tell their buddies or relatives, but most won’t tell you.

Then they may return to your business – or not – but either way the bad word-of-mouth is out there.

Many companies understand the huge negative financial impact of poor experiences, so they conduct surveys, mystery shop, and try to improve their customer service based on the Voice of the Customer.

But what can you as an individual do to uncover any issues when you’re engaged with the customer? You can simply ask, and here are Ten Ways to Ask for Feedback:

  • (For incoming callers who go through a phone tree) How was your experience in getting through to me today?
  • What do you think of our store (or website)?
  • How has your experience been?
  • Is there anything we could have done to have made your experience better today?
  • Did you get your questions answered?
  • Did we address your need?
  • Did you find everything you needed easily?
  • How helpful has this (or – have we/I) been to you?
  • What was our process like for you today?
  • Do you have any suggestions about how we can improve our service?

When you get this feedback, you hear the voice of the customer before they leave the door. You turn the 4% into close to 100%. You have an opportunity to address any additional needs or issues. You positively impact word-of-mouth. You allow yourself the opportunity to retain. You make the unknown known.

Don’t let the customer’s complaint fester. Get the customer’s opinions before the conversation ends.

Turn 4% feedback into 100%. It will help you to fix problems on the spot, keep more customers, and get more thank you’s from the customers themselves.

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How to Show the Opposite of Indifference – 4/25/17

Posted on April 25, 2017 in Customer Service Tip of the Week Please leave a comment


Sometimes the best way to define a word is to say it’s the opposite of another word – and then define that other word.

What is darkness? It’s the absence of light.

What is lethargic? It’s the opposite of energetic – where you move and you have the capacity to move. Imagine remembering people’s names easily, getting work done – the right work at a high pace; imagine maintaining your focus and your positive attitude all day long.

Now let’s define a key customer service word by painting a picture of opposites. Many studies have noted that – roughly 68% of the time – the primary reason customers stop going to Company A and move to Company B is that they perceive Company A is indifferent to them.

Therefore the question is: What is indifference?

  • It’s the opposite of responsiveness, where you quickly reply to messages, immediately take action on issues, and effectively manage customer expectations.
  • It’s the opposite of proactivity – where you initiate conversations with clients, even when you know the conversation is going to be on a difficult subject.
  • It’s the opposite of engagement – where your eyes, your gestures, your body language, and your tone convey interest in the other person and their situation.
  • It’s the opposite of caring – where the customer feels like you are concerned with their issues, needs, goals, and feelings.
  • It’s the opposite of follow-through, where you ensure the client got that need addressed.

 
If indifference is such a retention-killer for a business, do whatever you can to ensure you’re not perceived in that manner.

Show responsiveness, proactivity, engagement, caring, and follow-through.

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