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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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Of Reagan, Clinton, and Customer Service – 11/24/15 TOW

Posted on November 24, 2015 in Customer Service Tip of the Week Please leave a comment


Even though former President Ronald Reagan was – at one point – the most powerful political leader in the world as well as a former movie star, there are many stories about how he conveyed a genuineness, a warmth, and a sense of caring when he was meeting with others 1-on-1.

When I was working in Charlotte almost 20 years ago, one of my clients met with Bill Clinton when he was still President. After the meeting, I asked her how it went, and she replied “While I don’t agree with many of his policies, when you’re in the room with him, he makes you feel like you’re the most important person in the world.”

So what do these stories have to do with customer service?

In these individual, intimate moments, even the most powerful people in the world can make you feel special. They can focus on you instead of themselves. They can strip away the appearance of an ego to make you feel like you are the one who is most important.

This tip is not only for employees in working with customers, but it is also for managers in working with employees.

It’s a matter of having the intent to engage on the same level with other people, not to highlight one’s own position or own expertise for the sake of “pulling rank” or “lording over” others. It’s about attitude and intent – the desire to treat others as equals and individuals in those intimate 1-on-1s.

If the Presidents can rein in their ego and power for these intimate 1-on-1s, we can rein in ours when interacting with employees and customers.

Bring these “Presidential” qualities into personal customer interactions.

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A Tale of Two Minutes and Two Employees – 8/20/13 TOW

Posted on August 20, 2013 in Customer Service Tip of the Week Please leave a comment

Needing a water filter for my fridge, I walked into a home improvement store. Now this is a chain that I’ve been in probably over 100 times, but this particular store was new to me – it was on my way home – so out of convenience, I stopped.

As I entered the store, there was an employee (think “Wal-Mart greeter”) about 15 feet ahead of me standing by herself. She didn’t look my way or smile – in other words, the greeter didn’t greet. I didn’t know where to get the filter, so I walked up to her and initiated the conversation. I told her what I needed, and as she was pausing/thinking, I noticed the Appliances section at end of store. “Is it down there?” I asked.

“Yeah, that’s where they are.” She didn’t say anything else, so I thanked her and moved on. Now keep in mind that this is an ENORMOUS store, and the Appliances section had to be a good 4000-5000 square feet, so the search process took a while once I got there.

Now juxtapose that experience to my experience with the cashier. As I walked up, he was smiling with the couple that was ahead of me in line. He greeted me pleasantly, smiled the whole time we talked, took the gift card I was using for the purchase saying “That’s great that you get to use a gift card!” and closed by asking if there was anything else he could do and inviting me to come again.

Despite only being with the two employees a total of about two minutes, one can draw several conclusions:

  • This store doesn’t put much weight on customer service-orientation when hiring; if so, the greeter would not have been hired.
  • The level of customer service is based too much on which employee is helping you as opposed to an organization intentionally trying to create a culture of customer service.
  • Store management is not customer service-focused; if they were, they wouldn’t have put a “greeter” with that demeanor up front.
  • They have not conducted (and/or reinforced) effective customer service training (the greeter wasn’t specific on where I should go in the Appliances section, she didn’t offer to walk me there, she didn’t have positive body language, didn’t open, and didn’t close the conversation).

You can tell a lot about an organization in two minutes with two employees, so compare yourself to co-workers in terms of how you address customers.

Learn from your differences to improve your customer service.