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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

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Take Away Their Worry – 8/7/18

Posted on August 7, 2018 in Customer Service Tip of the Week Please leave a comment


One summer, Janet was given a new chore. She had to take out the trash and recycle bins to the street every Tuesday night so that they could be picked up Wednesday morning. She would go out around 7 or 8 o’clock at night, take the bins out, and come back inside. As summer was about to end, it began getting dark earlier, so Janet began putting the bins out earlier.

Janet was worrying about things. She kept hearing noises and didn’t know what they were, so she decided to at least avoid the darkness when putting out the bins. Her dad asked why she kept going out earlier, and when she explained, he said that the noises were probably some small animals, and she shouldn’t be afraid.

The next week she went out a little later – when it was a little bit darker – and she heard some noises and ran back inside. Her dad asked what was wrong, and when she explained about the noises again, he got out his flashlight, and they walked out together. They heard a noise, he pointed the flashlight in that direction, and it was a squirrel. They walked a few feet and heard another noise, and the flashlight revealed a bunny on some leaves. It was a windy day, and after another noise, the light showed a small branch that had fallen.

What the dad had said a week earlier had been proven true. Janet continued her chore, and she did so at night – and she usually went out with a flashlight.

For our customers, similar to Janet, sometimes things are scary. It could be that patient’s unexpected visit to an urgent care, or possibly that a sports fan was about to make a big payment on season tickets. Maybe that resident was not used to dealing with the government on the tax issue.

If we can tell them what they’re going to experience, it can make them less worried. Better yet, it we can SHOW THEM what’s going to happen – being that flashlight – noting all the steps they could be experiencing through the process, they become even more comfortable.

When you are interacting with a customer on something that may create worry or anxiety, do what Janet’s dad did for her. Patiently describe what the experience will be like; shine the light on the path they’ll be going down to bring down their emotions.

Take away their worry.

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Get Back in the Good Graces – 12/12/17

Posted on December 12, 2017 in Customer Service Tip of the Week Please leave a comment


What is “Service Recovery?” I was asked this in a meeting recently when I was describing the approach to take with certain clients. I know it’s a term used a lot but not defined a lot, so let’s define it.

I prefer the literal interpretation – you are recovering from an issue. The way you’re recovering is through customer service. The issue may be a bad experience at your sports event. It may be a rude inspector by your government agency. Maybe it was an excessive wait by the healthcare provider.

Regardless of the issue, the point is that you’re currently “behind the 8-ball” in the eyes of your customer, and you need to recover. You need to get back up, get back in the good graces of the guest who’s upset.

You can avoid the recovery, but you risk still being a scourge in the eyes of the customer. You can recover WITHOUT customer service. That means fixing a product or replacing a part – without a process or personality surrounding that replacement that even remotely conveys “I care” and “I apologize.”

But this is the 21st century. People expect the personalization with the product replacement. They expect the smooth process with the replacement part.

Especially in a service industry, how do you fix a bad experience? How do you fix the interaction with the rude inspector? How do you fix a wait at the hospital?

In short, you can’t. You can’t go back and change what they felt or experienced. You can only move forward and hope they give you a chance in a future encounter. So, you have to create an opportunity for a future encounter with something that smooths over the experience of the past.

That “something” is customer service. Your attitude. Your empathy. Your sincerity. Your response. Your speed. Your action – they all deal with the person wronged in a way that’s right.

When you’re speaking of “Service Recovery,” remember that you’re speaking of what needs to be done to get that upset customer open to becoming a returning customer. And it’s not just about your replacement product. It’s about how you repair the image that person has of your organization.

Deal with the person wronged in a way that’s right.

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Turn the Basic into the Remarkable – 9/26/17

Posted on September 26, 2017 in Customer Service Tip of the Week Please leave a comment


When asked about my experience at an event, sometimes I’ll use the phrase “I can’t think of anything remarkable.” I came, I experienced, and I left. There was nothing worth remarking about relating to the experience.

Where experiences become remarkable is the place where something happened beyond the basic, beyond expectations.

The football game wasn’t remarkable (9-6 field goal battle – yawn), but let me tell you about the “rock star parking” I got! Dave, my account manager, hooked me up with this VIP parking.

The clinical care I received was good, but there was this one tech named Sandy who was so funny! I’ve never had so much fun getting my blood drawn!

I had an electrical inspector with the County come to my house, and he was great! Mark was not only quick, but he told me several things about how the electricity flows within the house and new technology trends coming out – learning about all that stuff was cool!

In every example above, the “product” (the game, the clinical care, the inspection) were delivered and were okay. But it was how they were delivered, the personalized aspect of the delivery, the special steps taken, the speed, the education associated with the product that make it worthy of a remark – what made it remarkable.

Maybe you’re in a job where you deliver the same information or product all day long. However, that doesn’t mean the experience that your customer has should be unremarkable.

Consider ways to go beyond expectations. It could be associated with a resource or benefit that you could share with the customer. It could be with how you engage, establish rapport, and converse with the customer. It could relate to what education you impart on the customer.

Whatever it is – find a way to deliver an experience that makes the most basic product a pleasure to receive.

Turn the Basic into the Remarkable.

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