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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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2018 Holiday Poem – 12/25/18

Posted on December 25, 2018 in Customer Service Tip of the Week Please leave a comment


Annually I write a note at this time of year,
And the goal not once but every time is to bring you some cheer.

I try to encourage,
And I work to state the truth
Because as we continue to grow more “wise,”
We can’t lose sight of the joys of youth.

So this year I’d like you to continue
On a path set for you and the rest.
It’s a path where your impact on others
Is marked with positivity and success.

I want you to realize how much good you offer
How many solutions you provide and smiles you create.
Whether it’s with co-workers, sisters, or brothers
Your attitude and approach are great!

I want you to feel valued,
And others know it’s true.
For each day this past year and in the year to come
Is a little brighter because of you.

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Water Rippling in the Pond – 8/14/18

Posted on August 14, 2018 in Customer Service Tip of the Week Please leave a comment


You drop a rock into a creek, and you see the mini waves created. You watch a golf tournament, and a golfer dumps a shot in a lake – and it ripples. You see a water sculpture with a basin below, you toss in a penny to make a wish, and the water flows in every direction.

Ripples in the pond.

So much of the environment that we’re in – literally, and more so the mental environment that we’re in – is influenced by the words of others. If we hear constant negativity, if others voice constant obstacles, if there is rancor and anger and confusion, then there’s a great risk for those in the environment. We can allow those words to affect our mindset, our behavior, and maybe our own words as well.

Sometimes the environment that we’re in is full of encouragement, reinforcement, positivity, and appreciation. Sometimes those words build us up and are filled with thanks. The words in our environment can emphasize what COULD work and what possibilities for good exist. Those words also affect our mindset, our behavior, and maybe the words that we use as well.

Realize that the environment that we are in is often influenced by communication. The environment created by the words we use is like water rippling in the pond. Our words can influence others. They have the ability to change a perception or a mindset or a behavior or an outlook.

So, when we need to use words, choose words that move the environment in a direction of good.

Remember, your words create an effect like water rippling in the pond.

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Inflate Your Team – 4/17/18

Posted on April 17, 2018 in Customer Service Tip of the Week Please leave a comment


I was talking with a friend recently about their job change. They’re still working in the same company, still doing the same type of technology support, but their position had been moved from a user area to the information technology department.

This person seemed happier in their job than they had ever been before. They smiled more during conversations. They seemed more relaxed and at peace. The workload was the same, the content of the work was the same, but there was one big difference – the people she worked side-by-side with every day were different.

In her other department, even if she started the day with the best attitude possible, by the end of the day her motivation was gone, she was worn out, she felt times of stress, and she often felt down.

In her new department, she ended the day with more energy, she was generally happy, the tension and stress weren’t there anymore, and she felt at peace about the accomplishments of the day’s work.

I’m sure she herself had something to do with how she felt in this new department, but just as big an impact on her were the people that she worked with in each place. In retrospect, she viewed her co-workers in the first department as Deflators. The people in her new department are Inflators.

In the previous department, staff talked negatively, didn’t plan well, made every issue a big issue, were concerned more with their own image than team performance, communicated expectations poorly, and then complained when hidden expectations were not met. These were the Deflators.

Her new department included people who were very professional, well-organized, understood their common goals, enjoyed each other’s company in fun activities like fantasy football, were happy to jump in and help co-workers, and generally functioned as a team.

Take a look back at what caused one group to be considered Deflators and the other to be considered Inflators. Then look at yourself. What impact do you have on your co-workers with your attitude, your planning, your willingness to help, and your focus on others?

Make sure you’re a model of great teamwork. Be an Inflator.

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