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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

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

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Learn How to Swim at a Young Age – 7/14/15 TOW

Posted on July 14, 2015 in Customer Service Tip of the Week Please leave a comment


When you’re 8 miles from the Canadian border in North Dakota, there’s not much reason to learn how to swim. As a child, you’re more concerned with shooting marbles, building a mini-igloo, and learning how to avoid frost bite.

That’s where and how I grew up, but as I grew older, and moved South, I wished I had learned to be a better swimmer. I wished that I had learned to breathe while doing freestyle. I wished I had learned to float instead of sink to the bottom like a rock.

The reason I wished I’d learned all these things at an early age is that – as I grew older – the fears of the water began to rise, and now the learning process was more about overcoming my mental outlook and fears than learning to refine swimming strokes. I wasn’t (and still today, am not) too old to learn, but it would have been SO MUCH EASIER to have learned swimming at an early age, and it would be so much more enjoyable to be at the pool today.

Maybe this is part of the reason I’m not a proponent of an approach with new hires in a business that is exclusively using on-the-job training. Most organizations have a mission, a vision, and core values. Many have customer service standards. Others have defined best practices for particular processes. Some organizations know what attributes of employees make some great and others more run-of-the-mill.

To assume that new employees will understand the mission, vision, values and standards naturally, to assume they’ll naturally conduct the work in the best manner possible, to assume that they’ll develop the attributes of the highest performing employees naturally is to set them up – and the company – for failure.

An organization with the intention of succeeding and thriving in a culture where employees drive high performance must be intentional about training their new staff on the “whys” of what they do, the expectations of their attitudes and mindsets, and the behaviors of those who excel.

Why? Because it is worlds easier to teach this to a new hire than to retrain and “rewire” a long-term employee.

Be intentional about training new hires to be stars for your company.

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Link and the $5 Mistake – 5/27/14 TOW

Posted on May 27, 2014 in Customer Service Tip of the Week Please leave a comment


It was Link’s first job – working in the retail shop – and he enjoyed it immensely. He was learning how a business runs, the importance of the customer to a company’s success, and his role in creating that success. He had these big picture lessons he was learning, even though his pay was minimum wage, and he basically did grunt work and occasionally ran the register.

He was one of those people in a small role, but you could see big things ahead for him.

One day, he was given the responsibility for closing the store and closing out the register. This was many years ago, so there was no credit card machine, and no computer system – it was all manual.

And as Link started shutting things down, he did a quick reconciliation between the cash in the drawer and the register tape. It was off by $5. And then it hit him; he had calculated the change wrong on the last customer of the day, and he gave Ms. Isaacs $5 change when it should have been $10. She was buying some supplies for an out of town trip, so Link knew she’d be gone for a while.

With no car to drive and no phone to call from (this is not that recent a story), he started walking. Block after block, mile after mile toward her house. When he arrived, he apologized to Ms. Isaacs, gave her the additional change, turned, and began the long walk home.

In case it’s not obvious, this is a slight twist on the Abe Lincoln story. But it goes to show that he wasn’t just a great President; he was also great at customer service. He enjoyed the job, looked at it as a learning experience, performed well regardless of the role, and enjoyed engaging his customers. He wasn’t perfect, but he resolved issues quickly, he didn’t make excuses, and he – literally – went the extra mile for his customers.

Abe wasn’t just “Honest.” He was also a really good customer service rep.


Steve Wynn and Caring About the Customer – 5/20/14 TOW

Posted on May 20, 2014 in Customer Service Tip of the Week Please leave a comment


Steve Wynn, the Las Vegas casino mogul, was talking to his staff about the keys to transforming his culture. No, he wasn’t discussing gambling, upcoming ventures, or new revenue ideas.

He talked about getting every employee to feel good about the good they do for customers.

“If you make someone feel good about themselves, they will love you for it,” Wynn said. “Forget the crystal chandeliers, the hand woven carpet, and the marble. It means nothing. All of a sudden you’re engaged with someone who cares about you.”

He uses the example of a couple who had left their medicine (including diabetes meds) at their home five hours away, and Wynn notes the bellman who drove to the couple’s home to pick up the medicine from their housekeeper. He mentions the card dealer going on break who noticed two customers looking confused. The dealer engaged the customers, asked if they needed help, and then walked them to the conference room they were looking for which was located about five minutes away.

But then Wynn talked about how the organization uses existing shift change meetings that happen all throughout his hotels – in housekeeping, the kitchen, the front desk, and the casinos – as a place where supervisors ask for these success stories and use the stories to immediately recognize staff via their intranet and break room postings.

Wynn focused on transforming the organization by going to the heart of the organization – its customers and employees. He prioritized making customers feel special, and then making those employees feel special for what they did to serve customers.

Whether your organization has the glitz of a casino or not, ensure that every customer walks away knowing that you care about them. Encourage employees to make customers feel appreciated, and then appreciate your staff for doing it.

“If you make someone feel good about themselves (customer or employee), they will love you for it.”


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