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Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

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

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Love is never having to say you’re sorry – 11/6/18

Posted on November 6, 2018 in Customer Service Tip of the Week Please leave a comment

Love Story – great movie. Alli McGraw. Ryan O’Neal. And a surprisingly poor rating on Rotten Tomatoes – but I digress. The most famous line from the movie is “Love is never having to say you’re sorry…”

Unfortunately, great customer service isn’t about love, per se. Many customers want to hear “I’m sorry” before they can settle down, move on, and forgive/forget.

So how do you say I’m sorry?

The Terrible Transfer – Let’s say that you answer the phone, and the customer immediately tells you they’ve already been transferred 4 times. Consider saying “Oh, I’m sorry to hear that. That’s not how we like to do things around here.” Then do the following; either: (A) Make sure you personally take care of the need, (B) Make a “warm” transfer once you identify the employee who can help and that they’re available, or (C) Offer to take their contact information and call them back with the answer.

The Technology Troubles – Let’s say that a customer is trying to understand how to use some technology platform your company provides or navigate your website, and they’re having issues. Consider saying: “I apologize for the difficulties in getting the system working.” You could then offer to walk them through the process on the phone, staying on the line until it works; you could offer to visit them to educate them on the process; you could also provide documentation on the key steps to getting their need addressed.

The Protracted Process – Maybe it’s a situation where a process is taking way too long (whether they want to get an application approved, get a meeting scheduled, get a return or request addressed). You could state: “Sorry that the process it taking longer than anticipated. I’ll personally make sure we get this addressed quickly.” After you’ve received details on the situation, take 2 approaches. First, immediately work on the issue and/or bring in someone to get the need addressed. Second, communicate actions to the customer while the process is in place (to manage expectations and keep them in-the-loop) and when the process is completed (to ensure they know the process was done and to confirm satisfaction).

Unfortunately, great customer service DOES MEAN that sometimes you have to say you’re sorry.

Handle apologies with aplomb.

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Do Nothing for the Customer, and Make Them Happy – 6/26/18

Posted on June 26, 2018 in Customer Service Tip of the Week Please leave a comment


Thomas did nothing for me, and I was impressed. I was walking down the hall at my office a couple weeks back, and Thomas, the maintenance manager, stopped me. Apparently, the people in the office next door were suffering from undo heat in the middle of summer, and I had two cooling vents in my office, one of which was unused. The temperature in my office was absolutely fine, as Thomas had made an adjustment for me a couple years ago.

Thomas asked “Are you going to be in the office at 6 AM tomorrow?”

“No,” I said. Thomas said that he would be in my office at 6 o’clock to switch one of the vents over to the hotter office, and he just wanted to make sure he wouldn’t inconvenience me if he was there from 6 AM to 6:30 AM.

When I walked into my office the next morning, everything felt the same. Virtually everything looked the same except there was a tiny bit of white dust on my desk from the ceiling tiles. Thomas obviously had been in my office, he had left, and according to the people in the office next to me, their office was much cooler because of his work.

Technically, Thomas did not do anything specifically for me. He did it for someone else, but I left impressed. He asked my permission before entering my office. He came in at an exceptionally early time in order to avoid inconveniencing me. He did work that I’m sure was physical and somewhat messy, and yet he left my office looking the same as when he entered.

Sometimes we can impress our customers without doing anything specifically for them.

Consider if you do a great job communicating that certain technology is going to be down for maintenance, and since the customer knows that, they avoid those times and never experience the downtime.

Consider situations where an employee sees you waiting or senses you have a need, and they proactively engage you and let you know what they’re doing and why they might be a couple minutes before they can serve you. Essentially the employee is doing work for others, but you appreciate their consideration of you and your time.

You don’t always need to WOW the customer. Just proactively communicate expectations.

Do nothing for a customer, and make them happy.

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About Adults Behaving Badly and Common Sense – 3/13/18

Posted on March 13, 2018 in Customer Service Tip of the Week Please leave a comment


I was conducting focus groups at a client site that was known for poor customer service. They were trying to change their culture and turn around their customer experience, but they first wanted to get a sense of the current state of things. This particular focus group had many long-term employees, some of which earned the department’s bad reputation for customer service.

As I probed to get their philosophies and approaches to customer service, I was getting a lot of “blame the customer” talk. To direct a question back to the employee’s responsibility in dealing with difficult customer situations, I asked them specifically what they do when they’re dealing with the complaining customer.

The first response I got was “Be an adult.” I asked the person to clarify, and their response was “Just be an adult. People respect it when you’re an adult.”

While this may be true in general, organizations cannot make the assumption that everybody’s definition of “adult” behavior will result in a well-handled customer complaint. This reminds me of the many times I’ve heard the statement that “customer service is just common sense.”

The problem with those statements is that we’ve all seen adults behaving badly. If you’ve ever been on Twitter or Facebook or just walked down the street for that matter, you’ve seen adults who are not a being respectful, considerate, humble, helpful, or effective in how they communicate with others.

And as much as customer service might be common sense, you and I know that there are plenty of people without common sense. Is it common sense to argue with an irate customer? Is it common sense to stare at your smart phone when the customer is waiting for you? Is it common sense to talk to a co-worker about the party last weekend the whole time that you’re ringing up the customer at the register?

Again, being an adult and having common sense would be good general philosophies for customer service, but not everybody delivering customer service has the same definition of those terms.

If we want everybody on the same page delivering the same great experience, we need a common definition of what we expect. We need to have conversations about what constitutes a good customer experience. We need to understand that to consistently serve the customer requires we specifically and clearly paint the picture of great customer service.

Be clear on what is truly a great customer experience.

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