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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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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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Great Customer Service is the Opposite of Election Politics – 10/11/16

Posted on October 11, 2016 in Customer Service Tip of the Week Please leave a comment


Is anyone tired of the U.S. elections already, even though they haven’t taken place yet?

At the national level and also at the local level, politics seems to be driven by an endless series of slogans, trite sayings, and jargon. They include brief words, phrases, or labels trying to get us to love one candidate or detest the other.

Candidates paint with broad brushes when describing ideologies, ethnicities, and characteristics of their opponent or those whose vote they want to impact.

Great Customer Service is different. In many ways, it’s the opposite. Great Customer Service is about the 1-on-1, not the categorization of the masses.

Great Customer Service requires that I must view you as an individual, a unique person with your own gifts and talents, your own issues and priorities. I cannot take you for granted based on how you look or what you say. I cannot judge you or your situation based on the question at hand or the manner in which you present yourself.

I can’t rely on the superficial. To be empathetic, to truly help, I need to be willing to go deeper. I need to care enough about you and your needs to ask questions, to listen, to allow you to paint the picture of the uniqueness of your situation.

I can’t force you into a group; I must allow you to create an impression of the unique you.

When trying to help someone, don’t let the superficial or their first impression result in your prejudging them – whether that judgement be good, bad, or indifferent.

To be great at customer service in those 1-on-1 moments of truth, strive to view the other person as one who is unique.

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