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My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

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

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My 8-Minute Visit at the DMV- 7/28/26

Posted on July 28, 2026 in Customer Service Tip of the Week Please leave a comment

I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an appointment online and decided to go that route instead of showing up and hoping for the best at some other office.

When I pulled into the parking lot, there was only one space available.  When I walked in, I was confused.  The waiting area was nearly full, and immediately to my right there was a police officer who was doing some kind of administrative task with some of the customers.  I waited for a second wondering if he was working with the DMV.  It turns out that he was with the Highway Patrol, a group that shared the space with the DMV, and many (or most) of the people there were waiting to talk with the law enforcement staff.

So, I went around the corner to the other side of the waiting room, and the DMV office was there.  An employee immediately walked by and said “somebody will be with you shortly.”  A few seconds later, a gentleman walked up and asked me for my appointment number or my phone number to confirm the appointment.  Still standing, he tapped a few buttons on his computer screen, printed out a number for me, and told me to wait in one of the seats in the lobby.  He twice said somebody would be calling me “very soon” to one of the numbered windows, and he pointed behind him at the windows.

After sitting for less than 10 seconds, they called my number and asked me to go to Window #5.  The lady confirmed why I was there and asked me for my identification documents.  She told me when and why to sign the keypad multiple times.  She then told me to put my back against the wall and look straight at the camera to have my picture taken for the ID.

She said “look to your left at the screen, and you’ll see the photo.”  And there I was in all of my closed-eyes glory.  She apologized for taking the picture too quickly, and she took it again.  I told her I was going to be going on a trip and asked if she thought I would get the Real ID before then, and she said she hoped so, but – just in case – she instructed me to bring certain documents with me to the airport.

From the moment I walked into the DMV to the moment I pulled out of the parking lot, it was less than 8 minutes.

Negative reputations which many businesses (like the DMV) have are often well-deserved.  But great processes, communications, instructions, attitudes, and systems, can slowly turn the reputation around – at least for certain locations.

If the DMV can deliver a great customer experience, we can all deliver a great customer experience.

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The Power of Teaching While Helping – 4/7/26

Posted on April 7, 2026 in Customer Service Tip of the Week Please leave a comment

If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a great opportunity to invest in them.

In thinking about the future with this customer, you want to do the core things we typically think of such as convey appreciation to them and understand their retention drivers, but you also want to educate them.  Educating your customer is one of the key roles of a customer service professional in the relationship development process.

Educating in the Moment

Obviously, there are formal customer onboarding strategies and webinars and how-to videos that companies produce to educate the customer.  But in this case, I’m talking about those opportunities for you to educate the customer in the moment, when you’re helping them with one thing, and you see an opportunity to become the educator about something related…

They’re talking to you about a payment, so as you explore the situation, you take the opportunity to let them know about automated bill payment or the payment portal.

They’re asking how your tax appraisal office calculated the value of their home, and after explaining the methodology, you let them know that there is a comparison feature on the website they can use, as well.

They called to submit a complaint, and after helping them, you let them know that – if there are future issues – they can also share any issues or feedback through the website.

They’re asking you how much longer it will be for their project to be completed, and after giving them an updated estimate, you let them know about the mobile app that updates immediately when the project status changes in your system.

Helping Them Select Their Preferred Process

You’re educating them about how to do business with your company in ways that might be more efficient for them, more user-friendly, more in-depth or timely.  You’re happy to help them in the future in the manner that you helped them today, but by being the educator, you’re letting them know that they have a broader array of options that might meet their needs better in the future.

Serve in the moment.  Teach for the future.

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