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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

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

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The Light that Others Reflect – 10/25/16

Posted on October 25, 2016 in Customer Service Tip of the Week Please leave a comment


Getting philosophical for the next 300 words.

The angry customer. The pushy or obnoxious co-workers. The demanding manager. The products that don’t always work. The stress on the faces and in the voices of customers and the employees serving them.

There are many dark moments that you may have to deal with during the course of your week at work. These are the dark encounters of our work day, those that can bring down morale, reduce the joy, and dampen employee enthusiasm.

But there is a light. There is a source of positivity, laughter, vision, and empathy. And that light is you.

I’ve been in some focus groups of employees discussing low morale. It seems like half the staff have the mindset of “once leaders change, then I’ll change.” While the other half seem to say “I’m not going to wait for others to behave professionally or positively before I act that way as well. They don’t control my behaviors.”

There’s an obvious difference in the two reactions. The first is passivity in the darkness. The second is taking ownership.

When we have a light – a positive nature, kindness, professionalism, respect, empathy and encouragement – we can be like the light in a room. Have you ever been in a room with a couple large mirrors? Those mirrors reflect that one light, helping the entire room to brighten more than it would otherwise.

The point is that dark situations at work should be opportunities for us – opportunities to bring in light. Opportunities to have your light be reflected in the attitudes and actions of others.

Be the Light that Others Reflect.

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Weigh-in to Buy-in – 5/24/16 TOW

Posted on May 24, 2016 in Customer Service Tip of the Week Please leave a comment


Weigh-in to Buy-in – cool phrase! It’s usually associated with companies trying to get their employees onboard for some initiative or a change that requires employees to make it work. Essentially, the principle is that, if you want employees to buy into this initiative or change, you have to allow them to weigh-in. You have to allow them to have input, to participate in the design process, and maybe even be a part of the decision-making process.

People buy-in more readily if the solution is something they helped to create.

That brings us to a discussion of our customers. This same principle that applies to gaining employee buy-in applies to your internal and external customers.

Have you ever proposed a solution to the customer that didn’t satisfy them? Maybe they had a bad attitude, or maybe they were irate about something, so they were too emotional to consider YOUR idea.

But maybe, just maybe, they didn’t buy-in because it wasn’t THEIR idea; it wasn’t something that they helped to conceptualize; it wasn’t something they helped to design; they weren’t part of the decision.

They didn’t get a chance to weigh-in, so they didn’t buy-in.

There are many ways to get them to weigh-in to a solution. First, you could ask them to suggest what would work for them. “What can we do to make this right?” or “What could we do in the future to better serve you?”

Second, you could offer 2-3 alternatives, and ask what would work best for them. Think of the healthcare worker who can’t let the patient outside to smoke (i.e., non-smoking campus); since there are ways other than smoking to relieve anxiety and stress, offer some options, and let them choose.

Third, if this is an ongoing relationship you’re managing with chronic issues to address (think about the season ticket holders in sports), conduct focus groups, share your organizational goals and challenges, and note your desire for a permanent solution – then ask for their guidance and suggestions.

When you want the customer to love the solution (or at least live with it without voicing the negative emotion), find opportunities to let them let you know what solutions would work best.

Let them Weigh-in to Buy-in.

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Sympathy – the Customer Service Conundrum – 4/5/16 TOW

Posted on April 5, 2016 in Customer Service Tip of the Week Please leave a comment


The employee tried to defuse the customer who was upset by stating “I feel the same way you do right now.”

The customer service representative told the customer “I know exactly what you’re going through.”

The client was obviously unhappy, and the employee responded “I’m as frustrated as you are.”

Maybe these responses from the employee seem appropriate – or maybe they seem out of bounds. But if you’re teetering on your decision about whether these are good or bad employee statements, read the following – the same scenarios with more context.

The employee tried to defuse the long-term customer who was upset about the no-return policy by stating “I feel the same way you do right now.”

The customer service representative told the customer who had been on hold for over an hour “I know exactly what you’re going through.”

The client couldn’t get the answer to their question on the website or on the phone and was obviously unhappy having to go downtown to the company offices, and the employee responded “I’m as frustrated as you are.”

How do the employee responses seem to you now? The problem with these statements is that they are far more focused on sympathy than empathy. They are more about stating how the employee knows the exact customer situations and maybe even has the same feelings as the customer. But often, when employees try to move from sympathy to empathy, they run a big risk.

Do they know the whole customer story? Do they truly feel what the customer feels? Does a customer want an employee to sound like the real victim of poor customer service? No. No. No.

Be careful when trying to convey to the customer that you truly know the full extent of their situation and to feel their feelings. In most cases, you don’t, and that’s okay.

Instead of serving up sympathy, show empathy. You don’t have to “feel their feelings” to provide great customer service.

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