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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

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

Highlight the Hidden Value - 7/1/25


Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive… “For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also Read more

Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session 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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