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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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A Discreet Twist on Confidentiality – 1/5/16 TOW

Posted on January 5, 2016 in Customer Service Tip of the Week Please leave a comment


HIPAA. If you’re in healthcare, you know what that means – HIPAA is all about information privacy. If you’re a parent with a child going to college, you’re probably familiar with the laws protecting your child from having to share their school information with…you!

If you’re in a financial-oriented or retail (or most other) type of business, I’m sure your company is concerned with keeping social security numbers and credit card numbers confidential.

Confidentiality and privacy are embedded in many big corporate initiatives, policies, and laws. But let’s take a twist on confidentiality that’s not simply a governmental or organizational requirement – instead, it’s a component of great customer service.

When thinking about how to best provide service to your clients, consider the term “discreet.” Being discreet with client information means keeping the information and their concerns private unless absolutely necessary. It means respecting them and the details of their situation. It means not sharing the client’s details with others for the sake of sharing; it means appropriately using and sharing the information only for the benefit of the customer.

View “discreet” as holding difficult conversations with customers in a more private room. It means not repeating personal information like their cell phone number, hotel room number, or e-mail address loudly for other customers to hear. Discreet requires that we’re aware of our surroundings and aware of the responsibility we have to be professional and respectful of client-specific information, issues, emotions, and needs.

What does “discreet” mean to someone in your business, and how does that present itself differently when talking with the customer on the phone or face-to-face? In your business, when should you be discreet in sharing one client’s information with other clients or with co-workers?

Take a twist on confidentiality. Be discreet with the customer and their information to provide the best customer experience.

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