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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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For Excellence to Happen, Get Engaged – 7/23/19

Posted on July 23, 2019 in Customer Service Tip of the Week Please leave a comment

The customer was throwing an absolute fit in the lobby. Sitting among several other customers waiting for her number to be called, she was raising her voice and letting out the occasional expletive about the lengthy wait time. An employee sitting behind the counter thought to herself: I’m going to ignore her and not make eye contact and hope somebody else deals with her.

The patient walked into the doctor’s office, and he saw that there was no line. There were 3 receptionists all looking at their computers. He didn’t know which line to go in, so he stood there, and nobody looked up. He then said “Hello” to nobody in particular, and one of the receptionist’s said: Last name.

The season ticket holder had a question about the survey that had just been emailed to her. So, she clicked on the e-mail address in the invitation and sent an e-mail to the research firm. The research firm replied with an answer within the hour. The customer replied right back: Thank you so much for the quick reply! I was actually kind of surprised that you sent an email. Whenever I email the team, they don’t reply unless I am asking for additional seats for a game.

These are 3 stories that happen all too often in business, and they are examples of bad customer service…when there is no customer service. Oftentimes, bad customer service is reflected in what employees do wrong or how a business is set up to make it difficult on the employee to deliver good service.

But many times, it’s the lack of service that is bad customer service. It’s a lack of a response to the e-mail. It’s the lack of the greeting to the patient. And it’s the lack of taking care of an issue caused by other customers, and that issue becomes a bad experience for everybody sitting in that waiting room.

Sometimes the best way to deliver a good experience is simply to show up. Respond to messages. Initiate a conversation with a greeting, a welcome. Address that irate customer before they create an environment that spreads negativity to the other customers.

For excellence to happen, get engaged.

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Turn it Off – 12/27/16

Posted on December 27, 2016 in Customer Service Tip of the Week Please leave a comment


Prior to starting Customer Service Solutions, Inc., I worked as an internal consultant in a large urban hospital. To help the leadership quickly gauge overall performance of individual departments and create a focus on key metrics for individual department heads, my team was charged with creating “Excellence Reports.” These were brief reports which highlighted the 1-3 most important metrics for each department.

For the first 12-18 months, my team compiled the metrics and created reports, and the reports fostered great dialogue with department heads about how to use the information, the causes of downward trends, and how to best share the information.

Then for about a 2-month stretch, it was crickets. I received no questions or feedback from any department heads. So I went to my COO, told him the situation, and asked what he’d suggest. I thought he’d recommend creative ways to re-engage the managers, to reconfigure the reports, or to adjust my communications.

Instead, the COO said “Turn it off.”

“What?”, I replied. He said “Turn it off. If they start calling and asking where the Excellence Reports are and are wanting the data, then you can inquire about how it’s being used, it’s value, etc.”

So I turned them off. One month passed – no contact from managers. Two months passed – no contact from managers. The crickets continued.

Sometimes we start something in work that has great purpose and value, but if we’ve been holding that meeting, sending that memo, creating that report for years, at some point we have to question if it’s still of value to others, if it’s still worth my time to produce, if it really helps me to better serve my customers.

If not, then consider turning it off. It could save everyone time and release at least one of the many things you’re responsible for in the new year.

Once in a while consider turning it off.

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It’s the Customer…Run!! – 5/17/16 TOW

Posted on May 17, 2016 in Customer Service Tip of the Week 1 Comment


It was a simple question with a simple answer – all part of a simple story.

With a letter to mail, Michael went to the front desk at his office and asked “Has the postman come yet?” Sandy, the receptionist, replied “Yes, you just missed him – I’m sorry.” Michael said “That’s okay, I’ll just go downstairs and put it in the blue mailbox since they pick that up at 3:00 p.m.”

Then Sandy said “No – wait.” She took the letter, smiled, and ran to the elevator; she pressed the button, and the elevator doors immediately opened. She smiled at the postman holding the mail bin, dropped the letter in the bin, and ran back to the reception desk.

Yes, the employee actually ran to help the customer. Simple story, but WOW!

The only problem is that this simple service excellence doesn’t happen every day in today’s business world.

In today’s world, the receptionist lets the customer go mail their own letter downstairs.

In today’s world, the employee might go as far as to tell the customer to run to the elevator and push the button so that he might catch the postman.

In today’s world, the employee doesn’t make the effort – let alone RUN – to try to catch the elevator. In today’s world, the employee doesn’t smile at the postman or run back to her desk.

She ran. She smiled. She took initiative. She ran back.

How many times do we see employees try to avoid us at the big box home improvement store, or if they’re running, they’re running AWAY from us?!

Take the initiative. Take the burden off the customer’s shoulders. Show urgency on the customer’s behalf.

Run – sometimes literally run – for the customer.

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