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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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Show Your Confidence – 9/7/21

Posted on September 7, 2021 in Customer Service Tip of the Week Please leave a comment

“Self-confidence is the first requisite to great undertakings.”

To do something great, you need to have confidence in yourself.  That confidence often comes from positive experience, preparation, understanding what has happened and could happen, and having the knowledge and resources and training to address it when it does happen.

If you want to do a great job in your role in service or in delivering a customer experience or dealing with the irate customer, remember your positive experiences, prepare, understand what happened and why and that it could happen again.  Know your resources, and train with others so that you can address even the greatest of undertakings.

“With self-confidence fulfilled, you’ll find that folk have confidence in you.”

While having confidence is important, when we’re working with customers, it’s also exceptionally important to show your confidence.  People don’t always take what you say or the information you provide at face value. Oftentimes, they judge the quality of the information and the credibility of the person providing the information based on how that information is delivered.

If you want the customer to accept what you say, have faith in what you decide, and trust the direction you provide, it needs to be delivered with confidence.

Confidence is often conveyed by presenting something with a focus on the other person.  It’s conveyed with clarity of thought and well-articulated words.  It’s often conveyed with brief statements as opposed to lengthy and rambling narratives.  And it’s conveyed with your nodding of the head or with your strong yet conversational tone.

Set yourself up for customer service success.  Invest in yourself so that you are confident in the work you do.  Then present yourself in such a way that the customer shares your confidence.

Show your confidence.

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Get Your Guru On – 8/25/20

Posted on August 25, 2020 in Customer Service Tip of the Week Please leave a comment

You may have heard of management gurus – these people who seemed to know all and be all, to have the wisdom of 1000 leaders.  Maybe you’ve heard it in your industry as a guru in sports psychology or the master of economics or sociology or human behavior.

And so you don’t roll your eyes at the thought of you being a guru, it’s always helpful to understand the origin of the word.  Upanishads in 10th century to 6th century BC said “The syllable ‘gu’ means darkness, the syllable ‘ru’ means dispeller; he is therefore called a ‘guru’ because he dispels darkness.”

I really like this definition – it goes away from the modern interpretation that gurus are far more brilliant than any of us could ever imagine being, that they are somehow superior intellectually to others.

The Situations with Darkness

With Upanishads’ definition in mind, how can we become gurus in our respective jobs?  The definition talks about gurus being people who can dispel darkness.  So to be a guru, you don’t have to have knowledge far exceeding others.  You just have to have a given situation where you can dispel darkness.

Maybe it’s dealing with the sports fan who is unsure whether to invest in tickets for games this year.  You could be dealing with the local contractor who is struggling with tasks he’s done 100 times because he’s so overwhelmed by economic concerns.  You could be dealing with a patient or a family member whose anxiety and fear of the unknown is understandably high.

How to Bring Light

Einstein once said that darkness is an absence of light, so how can you bring light in these situations?

You bring it in by listening to the other person.  You bring it in by truly trying to understand what they’re going through, even if you’re not going through it yourself.  You try to identify what is causing that darkness and see if there are some solutions that can be brought to light.  You try to bring some lightness in tone to the situation – often people are so concerned and burdened that just the positive/pleasant/upbeat tone and some levity, appropriately delivered, can bring light in the situation.

Being a guru can mean dispelling darkness.  It can be you enlightening them on new information.  It can be you bringing to light something that’s unknown to them, that may work for them.  It can be you being light at times in the tone you take.

To truly be a guru, understand what could be causing their darkness and dispel it by enlightening them, bringing solutions to light, and bringing a lighter tone whenever possible.

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Bring Something Extra to the Table – 1/8/19

Posted on January 8, 2019 in Customer Service Tip of the Week Please leave a comment


As somebody who has customer service as a part of their role and responsibilities, you are often talking to customers who could access the answers to their questions or the solutions to their problems via a website or some social media resource. But instead of going to those communication vehicles or maybe after going to those vehicles, they have come to you.

In coming to you, many customers have the expectation that you can provide something beyond what they can find on a website or beyond what they can experience via social media customer service. They expect you to bring something extra to the table.

So, what do you bring that goes beyond the content they can find online?

First, Listening and Empathy. By engaging your organization online, customers cannot experience a sense that the organization cares about them personally, is willing to listen to their concerns, and cares about understanding what’s unique about their situation. So, listening is something extra you bring to the table. Empathy and a sense of understanding/caring is something they don’t get from those other communication vehicles.

Second, a Can-do Attitude. What customers experience online from your company includes a series of steps, facts, FAQ’s, and other information. But that online presence doesn’t really convey a true solution-oriented mindset. it doesn’t necessarily create a feel that the company desires to help them with their need. With your tone, words, and responsiveness, you convey the kind of Can-do attitude that is difficult to replicate online.

Third, an Understanding of Internal Processes. Oftentimes, that extra something you bring to the table is your internal knowledge of how your organization works. Few companies can or should open the doors and allow customers to see all the detailed innerworkings of their business. However, that internal knowledge you have helps you to guide the customer quickly and effectively down the path they need to succeed.

Finally, your Dot-Connecting Expertise. The customer may have an issue, a need, or a goal, and your organization might have a process, a product, or a service. But the company’s web presence is typically not designed to connect those dots. However, you have the knowledge and expertise to match the customer’s need with the specific solution your company offers.

In this day and age of online customer service, realize that there’s so much you can and should bring to that service situation that your company’s web presence cannot fully address.

Bring Something Extra to the Table.

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