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Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

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Be Proactive, in Helping Yourself – 6/2/15 TOW

Posted on June 2, 2015 in Customer Service Tip of the Week Please leave a comment


The young homeowner went to the hardware store to buy a new chainsaw, and he asked the employee for advice. The employee suggested a particular model and noted that “it can cut up to 25 yards of wood a day.”

The homeowner was thrilled, so he bought the chainsaw and went home to start cutting.

A week later the homeowner went back to the hardware store with the chainsaw and asked to talk to that same employee.

“It’s a pretty good chainsaw,” said the customer, “but I was only able to cut 15 yards of wood a day.”

“Hmm,” said the employee. “Let me check it out.” So the employee pushed a button, pulled the cord, and the chainsaw started right up.

Immediately the customer yelled, “What’s that noise?!!”

I can’t take credit for this story, but I love it! Obviously the customer was trying to use the chainsaw without actually turning it on. He was probably working incredibly hard to get it to cut, and when the employee – who was more experienced in the use of chainsaws – started it up, the customer realized the issue. He was working much harder than necessary, and he wasn’t getting the productivity he needed.

That’s what can happen to us when we rely too much on ourselves. Look around your office. Who has some wisdom to share? Who has specialized knowledge of a product, more experience with a service, appears more adept at handling certain types of customers, or is more comfortable in certain situations?

Identify them, and tap into their wisdom. Maybe you won’t have to work as hard, and you’ll be a little more productive and effective.

Use your proactive nature to help yourself.

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To Banter or Not to Banter – 5/12/15 TOW

Posted on May 12, 2015 in Customer Service Tip of the Week Please leave a comment


I love some good banter or chit-chat – it’s great for informal conversations with friends, family and co-workers. But when is it great for customer conversations?

First, let me define “Banter” in a customer context. Think of it as conversation about a topic that most likely has little to do with the customer’s need, issue, or question. You’re initiating a discussion about nothing pertinent to the conversation (e.g., Where are you calling from? Where did you get that beautiful bracelet? The weather has been crazy this year here, hasn’t it?).

So why would you ever have some light-hearted banter with the customer? There are many times:

  • When there’s downtime during the call – You want to keep the conversation going.
  • When the customer is NOT irate or angry – It’s too risky when they have that negative emotion to go off-topic – that may upset them unless you’re REALLY talented at defusing those emotions.
  • When you’re trying to learn more about them – You’re trying to show interest in them as an individual customer.
  • When it’s the beginning of the relationship – You want to know them better to serve them better.
  • When they clearly have time – Banter is more readily accepted by those more likely to be patient (not in a rush).
  • When they have NOT been waiting long – It takes time to banter – see their situation before bringing up other topics.
  • When you’re doing a task (on the computer, etc.) where they are waiting for your process to end – They won’t feel it’s a waste of time if they can tell that you’re still being productive.
  • When you’re trying to reduce the perception of wait time (such as a long stay in a waiting room) – It shows that you noticed them and are aware of them despite the fact that no service is being performed at that moment.

 
Banter? Chit-chat? Sure. Just be smart about when you do it.

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Dealing with the First-time Fan – 5/5/15 TOW

Posted on May 5, 2015 in Customer Service Tip of the Week Please leave a comment


Customer service people, those in relationship management, those in call centers, those called service reps – they all at some point or another have to deal with the new customer. In sports, we call them the “First-time Fans.” These are the customers with the highest rate of turnover, and are therefore a huge priority for retention for organizations.

Instead of addressing the retention of the new customer from a strategic perspective, let’s look at it from the perspective of a representative. The customer is Jay. What is Jay like?

If you had to generalize Jay, he’s an unknown. You know less about Jay than any other customer in your business. He bought your service – but why? Was it a low cost offer (like a ticket discount), a service he never needed before (like outpatient surgery), or simply his moving near your business that drove him to your company?

He could be friendly, he could be open, he could be a techie, or maybe he’s a family man. He could make over $100,000 per year, he could anger easily, he could love your team, he could be impatient, or he could be very analytical.

He could be all of those things – or none.

Jay is the great unknown. He’s also beginning what could be a long journey with your organization. All customers are special, but view Jay as special in a slightly different way.

View him as a fountain of information. Someone so unknown, that that makes him intriguing. Jay is really James Bond; he’s 007; he’s someone new and exciting.

When you see Jay or the new patient, or the new customer, or the First-time Fan – get intrigued. Get inquisitive. Convey excitement about his newness.

Realize that to best meet his needs today and to keep him for the long-term, you have to get to know him. Ask questions; note the answers. Learn more and more so you can keep him longer and longer.

Let the intrigue of the new customer lead you on a quest to get to know them.

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