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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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A Customer Service Week Top 10 List – 10/4/16

Posted on October 4, 2016 in Customer Service Tip of the Week Please leave a comment


Why is Customer Service Week important? It’s an opportunity to recognize wonderful staff, convey appreciation to customers, and reinforce the great that customer service can do for organizational success.

To that last point, here are the Top 10 ways that Customer Service Teams benefit the organization:

  1. Issue-resolution – They fix problems that are created elsewhere in the organization by addressing customer issues with company products, processes, and people.
  2. Collaboration – Customer Service Teams bridge the gaps between siloed departments to bring all the corporate tools and resources together to meet the client’s needs.
  3. Relationship-building – They grow relationships with customers, creating an affinity for the organization all while customers may be complaining about the product.
  4. Maximize Revenue – Customer Retention reduces lost revenue, so great Customer Service Teams make life easier for Marketing and Sales departments who don’t have to uncover as much new business tomorrow because of business lost today.
  5. Positivity – They create a more balanced environment of positivity, recognition, and relationship-building in organizations that would otherwise focus almost exclusively on accountability and cost-control.
  6. Long-term Thinking – Great Customer Service Teams help foster a long-term, retention-culture in organizations often overrun with short-term thinking.
  7. Continuous Improvement – They identify recurring issues, and share those with others in the organization to uncover permanent solutions.
  8. Drive Innovation – Customer Service Teams are continuously learning what issues, needs, goals, and trends customers have – and how they’re changing. These employees can serve as the “Voice of the Customer,” identifying changes in customer wants and needs that drive innovation.
  9. Competitive Advantage – Great customer service is a huge differentiator for companies, especially those where products or pricing varies little from business-to-business.
  10. Reputation – Great Customer Service Teams make your business look good. They’re often the “last impression” after a product purchase – when there’s a question, concern, issue, or need for follow-up.

Recognize the great Customer Service Teams that make your organization a greater success!

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A Story of Above and Beyond, Olives, Ellies, and Giant Babies – 9/20/16

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


A giant baby store – let me rephrase – a baby store that’s huge (like a big box retailer, not a store for giant babies) can be intimidating for first-timers. So much merchandise, so many options, so much selection – all to care for an 8-pound little human.

These stores can also be intimidating for those who are very experienced with babies – although the most recent personal experience was decades ago. To whom am I referring? Yes, grandmothers.

Ellie is such a person – a wonderful grandmother who was invited to a neighbor’s baby shower, which meant a visit to the dreaded baby superstore. When Ellie entered, she thought she knew what she wanted, but she was overwhelmed with the store size and selection. Standing there in the cavernous confines of the store – looking around, partly amazed and partly bewildered, Ellie was greeted by Olive – an employee.

Olive asked Ellie if she could help, and Ellie described the first item she needed; then Olive walked with Ellie to the other side of the store and found the gift. Olive asked if Ellie needed anything else. There was one more item, and that resulted in a trek to a different part of the store.

Then Olive walked Ellie to the front to check-out, and as they reached the cashiers, Ellie noticed a table with giftwrap. Ellie asked what the table was for, and Olive noted that customers are welcome to wrap their gifts for free after purchase.

“Wow! That’s a great idea. Since you did such a good job of helping me with everything else,” Ellie said, “maybe you could wrap for me, too!” Ellie and Olive laughed, Ellie said thanks for the help, and she paid for her items.

As Ellie got her items together to leave the store, Olive showed up, greeted Ellie, and said “I’ll be happy to wrap those for you!”

“Oh no. That’s not necessary,” Ellie replied. “I was just joking.”

“But it was a great idea – I’m happy to help,” Olive finished.

So Olive wrapped the gifts, Ellie went on her way, and there was a story set to be retold numerous times.

Service Excellence is often about treating people special. Treat a customer special by doing for them that which they could do for themselves.

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Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16

Posted on September 13, 2016 in Customer Service Tip of the Week Please leave a comment


I received a request for help from an Information Technology call center representative. She wanted to better herself, but she had no access to corporate training. However, she clearly knew her needs – she had difficulty troubleshooting issues on the phone with customers.

She was communicating purely verbally – no written instructions for the user, no body language to read or convey. The representative sometimes got lost in the details of the issue, so it’s hard to help a novice user if the representative herself has difficulty keeping all the facts clear and top-of-mind. Also, the representative wasn’t always certain where the user was on the system versus where the representative expected the user to be during the resolution process.

So the representative wanted guidance – what were specific, tactical things she could do to better resolve issues on the phone? Here are some thoughts – although they’re written through the I.T. lens, they apply to any telephone troubleshooting situation:

  • Tell the customer that you’re going to ask several questions, and note why you’re asking (i.e., the better you can specifically know the issue and cause, the better you can give them the right solution).
  • Be patient with the customer – they probably are frustrated and may be overwhelmed.
  • Avoid acronyms and “tech terms” – the customers are probably not as knowledgeable as you.
  • Get to the root cause before you get to the solution. That way you can address it the first time without backtracking through resolution steps to alternative solutions.
  • If you get lost in the details, draw a picture of the issue and resolution process on a piece of paper (almost like a flow chart) while talking with the customer. That way, you don’t have to rely on your memory; you can see everything on one page. Possibly have standard bubbles on the paper that address key points including: hardware system, application/software, timing (time of day, day of week), frequency (first time or recurring), system messages, key issue occurring, etc.
  • If you have trouble explaining to the customer how to troubleshoot, walk them through the typical flow on your paper. Then, after each question or step they complete, confirm with the customer that they understand. Never go to Step 5 until you’re certain they’re done with Step 4 and you know where they are after Step 4.

Review these quick telephone troubleshooting tips, and tailor them to make the issue resolution process better for you and your customers.

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