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Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

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

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Unblurring the Lines – 6/16/15 TOW

Posted on June 16, 2015 in Customer Service Tip of the Week Please leave a comment


Forty percent of customer dissatisfaction is due to a customer’s expectations not being met. Maybe the company overpromised, or it didn’t even do the bare minimum of what the customer should expect (source: TARP).

But that statistic begs the question: What SHOULD the customer expect?

In today’s world of self-service (from websites to checking out at the grocery story to printing your own boarding pass for your flight), the lines of customer service are being blurred. With customers responsible for more of their service in some of these self-service vehicles, the lines of responsibility between company and customer are not as clear as in years past.

We’re working with a client now that’s running into this predicament. Many complaints are from customers who don’t realize how processes work and what’s their responsibility in service delivery v. that of the business. It’s a government organization where customers schedule appointments or submit plans or request services, and there’s not an obvious distinction between who does what.

The way we’re addressing this is by having customers and employees meet and basically define roles and responsibilities in key services/processes that make up the vast majority of projects. Which responsibilities are those of the customer, which are responsibilities of the organization, and which are mutual responsibilities?

They’re being defined first – clearly stated and documented. Then there will be ongoing educational and communication plans implemented within the government entity and with the customers to clearly articulate who does what.

There will still be the complaints in the future, but they should be far less because customers and employees came together to intentional define and document roles and responsibilities.

Don’t let your customers complain and employees get frustrated due to incorrect expectations that result from a lack of clearly defining roles and responsibilities.

“Unblur” the lines.

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Great Customer Service is Like a Delicious Meal – 6/9/15 TOW

Posted on June 9, 2015 in Customer Service Tip of the Week Please leave a comment


It was one of those situations that can change your life.

Okay, maybe that’s a slight exaggeration because we are talking about food here, but let’s see if you can relate. Have you ever had one of those meals or desserts or appetizers – or just tasted food that made you go WOW?! Maybe it was eating lobster for the first time, or it was the experience of the perfect chocolate cake. It was a simple hamburger that shocked you with its deliciousness; it could have been some barbecue that melted in your mouth, or a certain sauce on your pasta you’ve never experienced. It was so juicy or so bold or so flat-out delicious, that you paused – everything around you slowed down – and you were just so enthralled with – yes, food.

It’s just food, but you know when you taste something so far above the ordinary.

Customer service can be the same way. We all experience customer service in our personal lives daily – good, bad, and indifferent. We experience it over and over throughout the week. Yet, despite the continual nature of our exposure to customer service experiences, we KNOW when the customer service is GREAT!

Just like the great meal makes everything slow and makes you realize this is something special, so does that great experience or that great employee. You can feel that this experience is far beyond the ordinary. And since – as a consumer – you know the occasional feeling of great customer service, think of what you deliver as an employee in customer situations.

You may want your customers to have a great experience, but are you SO OBVIOUSLY EMOTIONALLY INVESTED in what you’re doing and for whom you’re doing it that the customer can’t help but see your passion? Are you so interested in helping customers, co-workers, and company alike that your obvious caring-nature oozes in your conversation with customers? Are you so wired to help others that customers can’t help but know that you’re entirely focused on them and their needs – like they’re the most important person in the world at that moment?

As a consumer you can taste the “WOW” of great food.

As an employee, deliver the WOW that comes from the emotion of staff that truly care.

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Compliment the Customer – 4/21/15 TOW

Posted on April 21, 2015 in Customer Service Tip of the Week Please leave a comment


Bob’s home phone (the landline) was not working, and he had called the phone company (using his cell phone) to get it addressed; it worked for an hour and then stopped working again. Bob called the phone company again two days later and noted that the problem had reappeared. The automated system walked him through some questions and remotely rebooted the “gateway,” but the problem persisted. So he called back a third time to talk to a customer service representative. And while there was no resolution, the representative – Vernon – scheduled a service appointment for a technician.

Twice near the end of the call, Vernon told the customer “you’re very nice” (in a platonic, very appreciative tone). He truly appreciated Bob not getting upset; he appreciated Bob working with him on different options to resolve the issue.

This was not a scripted “Thank you for calling” or “I appreciate your business.” This was a sincere compliment to the customer.

Why did the representative provide this compliment? Because if you work in the world of customer service, you know what it’s like to deal with the angry, rude, and unrealistic customers. You know what it’s like to suffer the slings and arrows for the errors of others.

So you also know what it feels like to run across someone who’s not like that at all. You appreciate those customers that are kind, despite their frustration. You appreciate those who are patient even when having an issue. You enjoy the nice person, the empathetic client, the one who asks about you and compliments you.

You appreciate them and those qualities they offer when they could – instead – be negative.

In customer service, you’re often trying to make the experience special for the customer.

Compliment the customer when they make an encounter special for you.

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