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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

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

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You Do Know Jack – 6/4/19

Posted on June 4, 2019 in Customer Service Tip of the Week Please leave a comment


Have you ever had a co-worker who causes more problems than they solve? Simple things they do are often, from a procedure standpoint, correct. But the way they handle situations makes them come off as indifferent. Let’s call this co-worker “Jack.”

Even though certain actions by Jack may seem innocent and not intended to convey indifference, the customer could walk away feeling negatively. Here are some of those actions to be wary of when Jack’s engaged with a customer…

Jack knows the answer to the question, so Jack interjects while the customer’s talking….or…maybe Jack quickly ends the conversation after providing an answer (but before he confirmed they got their need met)….or…Jack might talk exceptionally fast to the customer. These could all be innocent actions, but they could all convey that Jack’s impatient. Jack’s rushing the customer. Jack’s trying to get to the next call or move this customer along.

When the customer makes a complaint, Jack makes it ABUNDANTLY clear that he is not the one responsible. He knows that others were involved with that issue, and he was NOT part of the situation. These may all be facts, but what they do is they focus the conversation on who’s to blame and the fact that Jack’s DEFINITELY NOT to blame. In the end, the customer is usually complaining because they have an issue and they want a solution. Jack’s moved the focus to one of absolving himself of responsibility instead of focusing on the customer and their solution.

Finally, Jack gets a request through e-mail or social media, via the website or the phone. It’s obvious this is a request that another area of the organization handles. So, Jack tells the customer that they will need to call the other department or go to the website to find the answer. What Jack’s suggesting is accurate, but it’s not entirely helpful. The customer will think Jack cares more about getting back to “his work” than connecting the customer to the right person or getting to the specific answer.

Do you know Jack? If so, I’m sorry. Overcome the perception that you’re indifferent by not being like Jack.

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Avoid the Greatest Tragedy in Customer Service – 8/28/18

Posted on August 28, 2018 in Customer Service Tip of the Week Please leave a comment


The greatest tragedy is indifference.

That statement is attributed to the American Red Cross, and it applies to the world of customer service as well. The first requirement for consistently great customer service is caring about those you’re serving, and caring and indifference are polar opposites.

It’s tough to be indifferent and do what’s best for the other person. It’s difficult to be indifferent and to understand the other’s situation. It’s a challenge to be indifferent and to anticipate the other’s needs.

The know nothings are less of a problem than the feel nothings.

The author of this quote is unknown, but it ties into the first quote. To care, to avoid indifference, it helps to feel for the other person. But not all of us are the emotional type; not all of us are “touchy feely.” So how do we convey we care, how do we avoid indifference, how do we deliver great customer service if we’re not big “feel” people?

Take a cognitive approach. Think of the opposite of indifference as “making a difference.” What can you do to make the other person’s day easier? What one thing can you do to make them more comfortable? What one question can you ask to find out what’s most important to them? What can you do to move them one step closer to a goal? What one thing can you tell them that will make a process more clear or make them a little more confident?

To avoid indifference, think of that one little extra you can provide.

Avoid the perception of indifference by making a difference.

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Your Future Differentiator – 7/25/17

Posted on July 25, 2017 in Customer Service Tip of the Week Please leave a comment


We’ve all seen it. Maybe we’ve all done it. But it’s a harbinger of things to come. Actually, it’s a microcosm of what’s already here.

You’re in an elevator, and a person walks in – may or may not look at you – and is staring intently at their smart phone. They look up just fast enough to ensure their floor’s button is hit, and then they’re back to their phone.

You’re walking down the street or at the mall, and as you do your window shopping you notice that you’re spending as much time dodging people who are so intently focused on their phone that they assume everyone will just get out of their way. Or maybe they don’t care if they bump into you. Or maybe they don’t realize they’re walking by hundreds of people – because people are secondary to the feed on the phone or the latest notification or the latest picture of a dessert that a friend posted on social media.

I was watching a golf tournament recently where fans were behind the ropes as famous golfers walked right past them. The fans were so busy looking at their phones and filming the golfers that they didn’t make eye contact with the golfers, they didn’t say “hello” or “good luck” or “the sky sure is blue.” They didn’t engage the person that was a foot away from them because they’d rather just take their picture and post it on social media.

This looking down, this lack of engagement is an habitual obstacle for many who want to shine in the business world, but the good news is that their obstacle is a future differentiator for you.

People who are more focused on the phone in the hand than the human in front of them are not learning how to engage in a 1-on-1 personalized fashion. They’re not learning about body language and tone, they’re not learning how to make someone else feel important – more important than a 3 by 5 inch inanimate object.

These individuals – and we all know them, are related to them, or may be them – are largely good people, but they’re not developing a key skill of customer service: Making the person in front of you seem like the most important person in that world.

Your future differentiator is your ability to ignore your phone or your tablet. It’s your ability to engage others personally and professionally in dialogue – making the individual more important than the technology.

Become great at ignoring the technology when engaged with others, and become a star communicator in the eyes of those you serve.

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