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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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Be a Good Teammate – 1/3/17

Posted on January 3, 2017 in Customer Service Tip of the Week Please leave a comment


For few people in customer service, the customer experience always and solely is dependent on just them. More typical is for employees to rely on I.T. to keep the systems up and running. Staff rely on co-workers to offer suggestions and strategies to help inform decision-making. Oftentimes, staff have to work together to resolve issues or to deliver on a customer need.

In short, we’re teammates, and we need to be good or great teammates. The better we work together, the more efficient is the organization, the more harmonious are our internal relationships, and – oh by the way – the more satisfied are our customers.

But what does it mean to be a good teammate?

One strong definition to consider is this: A good teammate makes others around them better.

And how is that done? Think about football players trying to motivate each other to make a comeback; think about community members working together to build a home for those in need; think about nurses, doctors, and aides working in a hospital to care for a patient.

Good teammates have a sense of the psyche of their co-workers. Who needs encouragement? Who needs a gentle boot to the fanny (figuratively speaking, of course)? Who needs to be more self-aware? Who needs to be asked for their input?

Good teammates enable the success of others. Reply quickly to requests for help. Give clear, specific, documented communications. Do your part of the job by the deadline, and communicate it’s done.

Good teammates don’t intentionally put co-workers in a bad spot. Share information that may help the other. Don’t aggravate a customer that might complain to one of your co-workers. Do things right the first time with customers so co-workers don’t have to clean up your mess.

For 2017, think about how to be a good teammate.

Make others around you better.

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2016 Holiday Poem – 12/20/16

Posted on December 20, 2016 in Customer Service Tip of the Week Please leave a comment

There are a thousand things to consider, a thousand things to do
And as we get near year-end, our focus should be just a few.

Just like the thanks at Thanksgiving that we all seem to share
Our priorities should be on the who, definitely not on the where.

We travel and visit; we shop and we wrap.
We rush over there, and we run to buy that.

But the who of the that and the who that is there,
Is the what’s most important at this time of year.

Please take time to refresh yourself in the presence of those
Who love you and care for you in the way that you choose.

For in the coming year, we’ll be asked to serve others
So we need time to rest and be cared for by brothers (and mothers).

Enjoy your time away, let the full mind settle to dust
May your holidays bring great joy and rest with those whom you trust.

Hoping you rest, recreate, and get renewed and inspired during a happy holiday!

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What’s Your Part? – 11/29/16

Posted on November 29, 2016 in Customer Service Tip of the Week Please leave a comment


Better cultures lead to better service. There have been many studies and corporate examples over the years that convey a clear message. If you want to deliver a high level of customer service, you need a culture of great customer service.

You need a culture of respect – one of courtesy and follow-through. You need a culture where responsiveness to others is valued. You need a culture where the tools of hiring and training and rewarding and accountability all have a component of service to them.

To deliver great service, the culture needs to be one of service.

So what’s your part?

Without being melodramatic, your part is your heart. If your heart is not engaged in what the company is all about, you’re going to have a difficult time delivering the kind of service they want delivered. If your values don’t align with the organization’s values, or if what you see as important in how people should treat others is not seen as important in the organization, it will be difficult for you to play your part.

To play your part, think about and clearly understand what you value in life. Make sure it aligns to your organization’s values. Think about how much respect and responsiveness, how much courtesy and follow-through, how much helping the other person – being selfless – are important to you.

If you truly understand what’s important to you, and the company is aligned with those values, then pour your heart into the organization’s culture. Get engaged with the corporate initiatives that enable you to live your personal values in your workplace. Be one of the reasons why your organization’s culture is great.

Do your part with your heart.

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