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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

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

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Reach Out and Touch Someone…Literally – 2/10/15 TOW

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


Okay, so I’m going to get in trouble with some of you for this one – but it’s an idea to consider.

When face-to-face with that co-worker or customer, sometimes a gentle touch on the shoulder or arm is appropriate or helpful. Studies have shown that hugs can create chemical reactions that can aid one’s health, feelings, and even healing. I’m no clinician, but this point isn’t clinical. It’s personal. Sometimes it’s difficult to connect with people if there’s an invisible wall not allowing any contact. It can be tough to convey we care purely with words when we’re not willing to extend our hand to the other.

It’s hard to be empathetic during those conversations where pain and hurt are involved if we keep an artificial barrier between us.

Now we don’t want to become the grocery store chain that got sued by their check-out clerks because management encouraged the clerks to make eye contact with customers and smile (some customers felt that the clerks were flirting, which led to…uh…awkward exchanges).

We don’t expect you to act like the French, where a Ken Cooper study once showed that French patrons at outdoor Paris cafés casually touched each other 110 times per hour. But it also means we don’t have to be like some Londoners (0 touches per hour) or some Floridians (2 touches per hour).

The point is that sometimes caring for others requires that we do more than check their vital signs. It means that we have to do more than say “I care.” It means that we have to do more than smile or nod. Sometimes to show we care, to go beyond “professional” to “human,” we have to provide that human touch.

It’s a hand on the arm, a gentle pat on the shoulder, shaking the hand, or placing a hand on the back.

Do what’s appropriate and what you are comfortable doing – but be willing to do something. Don’t make the short distance that you stand from another person seem infinite…or infinitely impersonal.

Bridge the gap with the human touch.

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Districts Can Take Customer Service to HEART

Posted on February 4, 2015 in Business Advice, Education Please leave a comment

Blog 2-4-15“Customer Service” can be an uncomfortable phrase to use in the education world. We’ve seen this lack of comfort at the K12, community college, and university levels. There is often a discomfort with viewing students as customers.

But the idea of serving others is clearly important to those in education – it’s amazing how much care that education industry professionals can show for that student – whether they’re the kindergartener or the near-term college graduate. So where there’s care, there’s a heart part to what people do in education.

To learn to best deliver what we’ll call “Service Excellence” to students, parents, and others inside and outside of the school district, the Cleveland Metropolitan School District is partnering with the Cleveland Clinic on training that taps into their HEART customer service training program. According to the article Cleveland school district getting heart-to-heart talks from Cleveland Clinic, the District is “no longer a monopoly in the market where people go to school because we said so.”

Competition has spurred this focus on Service Excellence, and the training is just a piece of what the District’s doing. They’re also “labeling” (in a good way) staff’s roles beyond their functional responsibilities to also address their role in the service experience. A local community college is better measuring satisfaction, and they’re sharing results with the community to raise transparency about performance.

When you think about competition, growth, and success in the eyes of a community – don’t be daunted by the challenges, and don’t try to manufacture growth or focus on the competition. To get there, you have to start here – inside the organization.

Equip staff with the tools, motivation, training, and expectations to deliver Service Excellence. Take Customer Service to HEART.

Did you like this post? Here are other Education-related posts:


2014 Holiday Poem – 12/23/14 TOW

Posted on December 23, 2014 in Customer Service Tip of the Week Please leave a comment


Reflect and renew.
Have patience and progress.
Consider and compliment.
Collaborate for success.

At this time of year, you have a unique opportunity.
You get away from work for a moment or two.
And how you spend that time and what you learn,
Can impact the mindset and actions taken by you.

Think back on the year, and fill yourself with good.
Renew your commitment to your family, friends, and your values, too.

Don’t rush through the day or past people or through roles.
Take time to do it right, move forward toward your goals.

Know your impacts on others, and think about their needs.
With each show of appreciation, you’re planting positive seeds.

Find opportunities to work with others, on dreams that are new.
Openly share your gifts and talents, as you encourage them to do.

As the holidays approach, look around and take your time.
There’s nature and friendships and relationships intertwined.
There’s support and care and situations to shine.
There are people out there needing you – you just have to seek and find.

Enjoy this week, and get ready for next year,
By appreciating each breath and those you hold near.

Happy Holidays, and Merry Christmas, too!

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