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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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Should you tell the customer? The Company’s Dilemma – 4/23/19

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


I have a lot of clients that struggle with this question, both at a company/strategic level as well as an individual representative level. When there is an issue that is going to happen, should you tell the customer? This week we’re going to address the question at the company level. Next week, we’ll address the question at the individual employee level.

At the company or strategic level, the discussion usually centers around some change the organization is about to make. Maybe they’re going to test something in operations or in a system or with a service that might have some negative ramifications to the customer. Maybe they’re going to eliminate a perk or benefit that many customers utilize. Maybe they’re going to change a policy or procedure or stop providing a feature that customers enjoy.

So, should that company tell the customer? If the company doesn’t tell the customer, it oftentimes is because they don’t even think about the customer. They are so focused on their project or their product or their process or their promotion that they don’t think about everybody who might be impacted. Sometimes they’re trying to avoid complaints by not drawing attention or awareness to a change some customers might not like.

A way to answer this question at the company level is to keep in mind that problems are created when a customer expects “A” and they get “B”. Also keep in mind, that when a customer brings a problem to the attention of the organization, the customer’s in control of how that conversation goes. However, if the company takes control of that conversation by notifying the customer of what’s going to change, the company has control over what that message is, how it’s delivered, and within what environment that message is sent.

While there is no one pat answer to this question, most organizations in most situations need to tell the customer. They need to be upfront on what’s going to change so that they can maintain some control over how that communication goes with the customer.

Few organizations have failed because they are too proactive, too open, and too honest with their customers.

When deciding whether or not you should tell the customer, lean toward those options which build trust and transparency with your customer.

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Don’t Dwell on the Customer Crazies – 1/22/19

Posted on January 22, 2019 in Customer Service Tip of the Week Please leave a comment


Whether or not you’re a fan of Duke University basketball, you may have heard of the “Cameron Crazies.” This is a nickname for Duke fans that attend home games in Duke’s Cameron Indoor Stadium. One of my friends was one of those Cameron Crazies. He was one of the first to wear a giant blue wig, exemplifying his craziness over his school’s team. You could see him coming from a mile away – or pick him out of a crowd of thousands, all because of the wig.

For us in customer service, we work with customers, and most are reasonable people who you can have reasonable discussions with about important topics, and you can come to a reasonable resolution. But then, you always have a few “Customer Crazies;” unfortunately they don’t wear giant blue wigs, so you can’t see them coming a mile away.

One such customer went to a local restaurant, was infuriated when the new owners of an establishment didn’t honor a coupon from the prior owners. The new owners tried to offer other free options in place of the coupon, but the customer stormed out. The customer later posted negative reviews on social media. The problem with the reviews was that the restaurant had proof (including video) that the customer wasn’t telling the truth.

Most of us have run into this situation, too. It’s the upset customer, or it’s the customer trying to get a freebie, or it’s the customer just outright telling falsehoods to get what they want.

Keep in mind that you only have control over half of conversations with customers. You can control what you say, how you say it, and what action you take; but you cannot control the customer. If you’ve done all you can do, sometimes feel good about what you’ve done even if the customer doesn’t seem to feel good about the outcome.

You can only control what you can control. Don’t dwell on what you can’t control.

Don’t Dwell on the Customer Crazies.

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How to Have a Truly HAPPY New Year – 1/1/19

Posted on January 1, 2019 in Customer Service Tip of the Week Please leave a comment


Don’t worry. After today, I will get away from my holiday-themed tips, but for now, let me ask you a question. What would be a good way to have a truly HAPPY New Year? Is it lowering expectations so that everything exceeds your expectations? Is it eating chocolate every day? Is it making a resolution to be happy?

Consider this: My answers are “No, No, and Yes.”

Let’s focus on the Yes. We have little control over much that goes on around us – our customers, computers, co-workers; the people, processes, and systems; the buildings we work in and the attitudes and attributes of the people we socialize with; the weather, social media, the overall economy. There is so much we can’t control. Now keep in mind that all these things that are beyond our control are outside of us.

Having a truly happy new year is not about what’s happening around us; it’s about what’s inside us. And maybe happy is not the best word. Maybe joy-filled is a better phrase.

So, what can you and I do within ourselves to be more joy-filled? Maybe it’s limiting our exposure to those outside things that don’t bring joy. It involves thinking about our attitude – being intentional about how we think about other people, how we visualize the meeting about the happen, how we force ourselves to empathize with that person on the phone with us. It’s about our making decision after decision after decision to be good inside no matter the situation we face outside.

A great attitude is a series of decisions to be positive, to be better than the situations we find ourselves in, to look for the good in all things and all people we encounter. In the end, a great attitude becomes a habit, and it leads to joy. It leads to having a Truly HAPPY New Year.

Better yet, it leads to having a truly Joy-filled New Year.

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