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Make the Long Wait Feel Shorter - 12/16/25


When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, Read more

When Kindness Means More in Customer Service - 12/9/25


Since a large part of the work we do at CSS includes customer research, we have seen tens of thousands of comments over the years about staff, and it is great to hear the positives that customers, fans, and account holders say about our clients’ team members. One word that Read more

Don’t Create the Second Complaint - 12/2/25


Maria was upset.  Rightfully so.  The product delivery was delayed, she couldn’t get anybody on the phone, and nobody would reply to her e-mails.  So, she went down to the store, and she found a customer service representative. After the initial greeting, the employee listened to Maria’s complaint.  While Maria Read more

Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

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Narrate the Great Customer Experience – 12/8/15 TOW

Posted on December 8, 2015 in Customer Service Tip of the Week Please leave a comment


With several clients recently, we’ve led visioning workshops to define the great customer experience as well as their desired culture – so these are topics top-of-mind in many industries. The problem for many staff is that they either already think they deliver a great experience, or different people define the great customer experience differently. So even if there is a vision created, how is that vision clearly articulated to staff?

Occasionally part of the communication plan for a new customer experience vision involves developing a narrative. Consider having a customer experience vision such as “We strive to be the premier grocery store in the community, where the best items and greatest attitudes in our region are seen by the quality of our produce and the smile on our employees’ faces!”

Okay – so the grocery store wants good produce and employees to smile. So what, right?

Let’s now paint the picture with a narrative of the vision that conveys what the customer may experience at checkout (read this as if you’re a customer):

It was the usual superb Grocers Unlimited experience. After hitting just those aisles where I knew they had the product I needed, I went to the register to check out. There was only one person ahead of me, and the cashier welcomed me to her area. She looked as though she had been having a great day, joking with the customer ahead of me about the local sports teams.

When it arrived for my turn to check out, bonus card in hand, the clerk again said hello and asked if she could scan my bonus card. She asked if I’d like her to hold onto my coupons until she was done.

The baggers had been flowing very consistently between the different registers to help. It didn’t seem like any cashier had to do his/her own bagging for an entire set of groceries.

Since I was in a talkative mood, I asked her about the customer service award placards on the wall. “How do you earn an award, a 100% rating,” I asked. “You have a mystery shopper come in who is looking for you to address her appropriately, take care of her needs, and ensure she’s satisfied,” she replied. I asked if she tries to figure out who might be a mystery shopper so that she can earn the award. The cashier said, “No. I try to treat everybody, my customer, my co-worker, my team leader like I would want a family member treated. As long as I keep that attitude, when the mystery shopper comes, I’ll get the reward.”

This short narrative about a two-minute transaction addresses many things – attitude, body language, customer engagement, employee knowledge, teamwork, employees who know their roles, proactivity, and efficient processes.

When you define your customer experience, narrate the story to be clear to others what’s expected.

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Of Reagan, Clinton, and Customer Service – 11/24/15 TOW

Posted on November 24, 2015 in Customer Service Tip of the Week Please leave a comment


Even though former President Ronald Reagan was – at one point – the most powerful political leader in the world as well as a former movie star, there are many stories about how he conveyed a genuineness, a warmth, and a sense of caring when he was meeting with others 1-on-1.

When I was working in Charlotte almost 20 years ago, one of my clients met with Bill Clinton when he was still President. After the meeting, I asked her how it went, and she replied “While I don’t agree with many of his policies, when you’re in the room with him, he makes you feel like you’re the most important person in the world.”

So what do these stories have to do with customer service?

In these individual, intimate moments, even the most powerful people in the world can make you feel special. They can focus on you instead of themselves. They can strip away the appearance of an ego to make you feel like you are the one who is most important.

This tip is not only for employees in working with customers, but it is also for managers in working with employees.

It’s a matter of having the intent to engage on the same level with other people, not to highlight one’s own position or own expertise for the sake of “pulling rank” or “lording over” others. It’s about attitude and intent – the desire to treat others as equals and individuals in those intimate 1-on-1s.

If the Presidents can rein in their ego and power for these intimate 1-on-1s, we can rein in ours when interacting with employees and customers.

Bring these “Presidential” qualities into personal customer interactions.

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Have a HOFAS Talk – 11/10/15 TOW

Posted on November 10, 2015 in Customer Service Tip of the Week Please leave a comment


I was dealing with an issue at a non-profit organization where I volunteer, and the employees were in a disagreement about how to handle a situation. There was no shortage of opinions, and the rumor mill was rampant. Much of what was said behind the proverbial closed door was negative about “them,” whoever “them” was to the one speaking.

To begin to deal with the issue, we began to facilitate small group conversations. The goal was for people with differing opinions to talk out in the open with each other so – eventually – everyone would have a fuller understanding and some empathy for others. This would create the platform from which progress and decisions could be made.

I bring this up because the 5 core principles we used in the conversations could be applied to most significant issues you might have with an irate customer or co-worker. The acronym to remember is HOFAS:

  • History – Get the facts of the situation, the background clear. Ensure that you’re starting the conversation with the same understanding.
  • Opinions – Encourage people to offer their perspective. Try to avoid arguing with their opinions; remember that those are just opinions, not facts, and people are generally entitled to opinions.
  • Feelings – Let them get the emotions out. If people can vent, they can usually blow off steam and begin to calm down.
  • Alternatives – Identify potential next steps, sometimes soliciting their ideas for resolutions, and often trying to identify more than one solution in order to offer everyone choices and flexibility.
  • Solutions – Determine which action to take, and which solution to pursue. Confirm what you all decided would be the next steps and timeframes.

 
You want to start these conversations by noting the 5 core principles and sharing that all comments should be provided in a manner that’s helpful and respectful. This reinforces the desired tone of the conversation and suggests that the discussion be about the issue, not the individual.

When dealing with the irate customer or co-worker, ensure the other person gets to talk. People want to be heard and to feel that they matter.

Have a HOFAS talk.

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