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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

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

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Address the Expectations that Were Set – 8/26/25

Posted on August 26, 2025 in Customer Service Tip of the Week Please leave a comment

Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed to them as they began using the services provided by Marco’s company.

All those communications, all that information set an expectation in the caller’s mind.  Now it was up to Marco to respond to the complaint, the comment, the momentary confusion of the customer.  That complaint, comment, confusion were the result of expectations set through all those communications, and expectations not met through the actual service delivered.

For Marco to best handle the situation, he had to know the content of the marketing collateral, the sales conversation, the website onboarding information, and the information e-mailed to new customers.

It’s hard enough dealing with somebody who’s angry or they’re upset, they’re confused or flummoxed, or they’re seeking clarification or confirmation of information. It’s doubly difficult if you don’t know what precipitated all of those emotions and questions.

Luckily, Marco was well-aware of the communications customers receive, and the company is good enough to provide information between the different divisions so everybody can stay aware of the freshest set of information that goes in front of customers.

While being great at customer service often requires us to be great in that Moment of Truth, sometimes the success of those conversations is based on what happens before that customer engagement.

It’s when individual staff like Marco take time during downtime (or they allocate a little bit of time every day) to make sure they understand what’s being communicated to customers and what kind of questions, concerns, complaints can be driven from that information, and how that information and the expectations it sets differ from reality.

To best meet customer expectations, study the information and communication tools that create customer expectations.

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Create Customers for Life – 6/17/25

Posted on June 17, 2025 in Customer Service Tip of the Week Please leave a comment

Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three different makes of car, yet she brings them all to the same service shop.  Veronica gets her routine service there, and if the car needs a repair, the employees explain what they’re going to do and why, and they give her options.  The repairs always seem to do the job.  She trusts the team.

Whenever Veronica takes her pets to the vet, the pets get treated like royalty!  The staff seem sincerely excited to see Clarabelle, the cat, and Floyd, her puppy.  Veronica has been going to the same vet for as long as she can remember, and she feels like the doctors and the team treat Veronica’s pets as their own.

Whereas many people go to the standard fast-food chains for lunch, Veronica goes to the local establishment – Doug’s Dogs and Delectables.  You can get hot dogs, hamburgers, crinkle fries, and even the occasional pulled pork seasonal special.  Doug’s has a drive-thru, and this is not what you would call high-end cuisine, but she can always get through the drive-thru in less than 5 minutes, the food is always hot and tastes good, and they never mess up the order.  It’s a predictable and positive experience.

Technically you cannot “Create” a customer for life, but you can do things that engender trust, convey you care, and offer positive predictability.

While different customers have different motivators, keep in mind that it’s hard to retain customers for the long term if they can’t trust the company.  It’s difficult to have a customer feel loyal to you if they don’t feel like you care about them as an individual.  And it’s tough to ensure they’ll want to come back again, if they have no idea whether you’re going to meet their expectations.

Find ways to create customers for life by building trust, conveying you care, and providing a more predictable and positive experience.

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How to Exceed the Promise – 10/10/23

Posted on October 10, 2023 in Customer Service Tip of the Week Please leave a comment

It’s the never-ending battle between marketing and customer service.  Marketing makes promises, and customer service has to deal with upset customers when the company doesn’t deliver.  To ensure we deliver on promises, let’s assess promises by looking at some famous quotes over time…

Promises may get Friends, but ‘tis Performances that keep them. Thomas Fuller

Why you gained a customer is not necessarily why you will keep that customer. Typically, that carrot that leads the customer to your organization is not based on their personal experiences with your business. But their personal experiences are what determine whether they come back or not. 

Don’t ever promise more than you can deliver, but always deliver more than you promise.  Lou Holtz

Promises in business create expectations, so it’s better to under promise and over deliver. Remember, the difference between an expectation and reality is a problem when the expectation is greater than the reality.  Make the reality a little greater than the promise.

Let your yes be yes and your no be no.  James

Just like you need to be clear with the customer about what you can do, be clear with them about what you cannot Don’t give the customer the impression that you can hit a deadline when you probably cannot, that you can process a full refund when you probably cannot, that you can fix a problem exactly how they’ve defined the solution when you know you cannot.  Don’t create your own issues.

An ounce of performance is worth pounds of promises.  Mae West

The ultimate judgment of an organization is their performance. The lasting impression of an organization is much more likely to be based on the last impression or experience rather than the initial promise.

Deliver on promises by under promising at the start.  By looking for ways to deliver a little bit more.  By being clear when you cannot do something.  By understanding that performance is what makes the lasting impression.

Exceed the Promise.

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