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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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Gaining the Benefits of the Greeter- 6/30/26

Posted on June 30, 2026 in Customer Service Tip of the Week Please leave a comment

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 just loved people, was very cheery, and he was a never-met-a-stranger type of person.

And when we look at the impact of the greeter, there are many layered benefits.  Let’s focus on the key one – the first impression.  The greeter is the tone setter.  They create the environment for the encounter by simply being welcoming up front, initiating the conversation, letting the customer know that they are seen and heard.

There are ancillary benefits, as well, in terms of people getting their questions answered right off the bat.  The customer receives directions so that it saves them some time.  And customers who may have some unsavory reason for entering the building will realize they are not so inconspicuous, and they may change their mind about what they had planned.

But again, the core benefit is that initial warm welcome.

Maybe we’re not as gregarious as most greeters, but we all have the ability to use our words to welcome someone.  We all can initiate a conversation with someone.  We all can look people in the eye and smile so they feel seen and heard.  We all have the knowledge to answer questions and to direct people, or we likely know a co-worker or a resource that can do that when we don’t have the best answer in the moment.

In other words, we can still gain the benefits of the greeter, by just seeking the customer, engaging the customer, and setting a positive tone for the visit.

Create a great first impression by channeling the greeter inside you.

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Pass the Quick Impression Test – 12/30/25

Posted on December 30, 2025 in Customer Service Tip of the Week Please leave a comment

Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, but they can color the customer’s perception of the employee or the organization that affects their demeanor during the encounter.  First impressions can create an immediate conclusion that, if negative, must now be overcome.

Let’s say you’re the customer.  You pull up to the teller window at the bank with no other customers around.  The two employees in the teller window are talking and laughing with each other and not acknowledging you.

You walk into the home improvement store, and three employees walk by you without making eye contact.  You start to feel they are purposely avoiding you.

You are waiting to check out at the retail store, and the employee is looking at their computer screen while reaching out with their left hand for you to give them the clothes you’re purchasing.  No eye contact, no smile, no words…just an outstretched hand.

The customer can tell a lot about a company very quickly.  And maybe their conclusion is not accurate because they’re basing it on something they experience in less than 7 seconds.  However, that quick impression either gets the encounter started positively, or it can put the employee behind the “8 ball” right off the bat.

Don’t risk allowing a negative immediate impression to become a long-term perception.  Make sure that when customers experience your details and how you engage them, they are drawing positive conclusions about how much you care about them.

Pass the Quick Impression Test.

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Last Impression Faux Pas – 11/4/25

Posted on November 4, 2025 in Customer Service Tip of the Week Please leave a comment

Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas.

What many people tend to forget (or at least not focus on) is the fact that the LAST impression is just as important.  What they think at the end of the conversation has a huge impact on the customer’s impression of you, the organization, and now also the experience.  We see this a lot when we conduct event-related surveys with fans of sporting events.  It could be the greatest event in the world, but if they had a major hassle and confusion and delays exiting the arena or getting home, their overall experience was soured by that last impression.

Since you – as an individual – likely don’t have a tremendous amount of control over the exit traffic after a big event, let’s talk about aspects of the last impression where you may have the ability to make an impact.  Here are some things to AVOID doing when trying to make a great LAST impression:

  • Don’t forget to state their name as you end the conversation.  Make sure they don’t perceive that you view them as just another task, just another number.
  • Don’t focus on your computer or phone at the close with the walk-in customer – don’t make them take a back seat to technology.
  • Don’t forget to confirm satisfaction or that the need was addressed.  Never let the customer leave without your knowing how they felt.
  • Avoid letting your voice appear impatient – by rushing your speech or talking over them, giving the impression you’re just trying to get them off the phone or out the door.  Ensure the customer feels you would do whatever is needed to support them.
  • Don’t forget to smile (even if you’re on the phone).  We should be happy to serve customers, so we need to convey that happiness.
  • Don’t make the customer end the conversation.  Don’t make them thank you first, especially since they made the effort to call or took the time to travel in to see you.

 
To leave them with the best impression possible, avoid the last impression faux pas.

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