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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

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

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The Bad Host – 10/24/17

Posted on October 24, 2017 in Customer Service Tip of the Week Please leave a comment


True story: The young couple and their child walked into the restaurant and stood for a minute at the host stand. When the host arrived, she immediately and quickly said “I can’t seat you right now. I’ve got to clean a table, and you’re just going to have to wait.”

Now read that statement again out loud (if you can); read it without a smile; read it with a high tone of voice; read it very fast.

This was something I witnessed several times in various forms over 45 minutes. The employee was obviously flustered. She seemed overwhelmed, and she was letting every customer know through her interaction. No greeting; no smile; no welcoming attitude – it was blunt, fast, direct.

When she made her statement to this family, the wife politely said, “Thank you for letting us know.” She then turned around and walked out, followed by the child and husband. Two other families walked out. Lost business, hurt reputation for the restaurant, and probably a couple postings on social media followed.

Who knows what the root cause of the issue was for this employee. Maybe she was just having a bad day; a co-worker or employee could have been rude to her. She may have been short-staffed or overwhelmed with the number of guests arriving. Maybe she was just a bad fit for that role.

Regardless of the reason for the issue, she should not have taken it out on customers just walking in the restaurant, hoping to have a relaxing, tasty meal with family and friends.

Sometimes we just need to be more self-aware when things aren’t going our way. It’s fine for us to have emotions – we’re all human. But also being human we have the ability and responsibility not to take out these frustrations on others – particularly innocent customers and co-workers.

Don’t be the Bad Host – check your emotions before connecting with others.

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No, You’re Right – 3/10/15 TOW

Posted on March 10, 2015 in Customer Service Tip of the Week Please leave a comment


Everybody likes Sam, but it can be frustrating talking to him. In response to every idea and every question, he always starts the sentence with “No.” Even if he agrees, the response starts with “No” such as “No, you’re right.” It’s not that Sam’s being disagreeable, but it’s just the way he talks.

Sam’s a great guy, but until you get to know him, this “starting with ‘No’” habit makes him come across as negative. There’s a local radio personality that does this, too – whenever I hear his voice and that first “No,” I turn the station.

We often say that – until people really get to know us – they judge us largely by our body language and tone. And if you have a habit of saying something repeatedly that brings a negative vibe to the conversation, they’ll judge you by that phrase as well.

So be aware of and intentional about the words you use, but also keep in mind that we need to work toward positive conversations with others, and much of the positive/negative direction you go in conversations is based on the questions you ask.

Don’t ask the co-worker “Would you mind doing this for me?” If you do so, you’re forcing those that are willing to help to tell you “No, I don’t mind.” Instead ask “Could you please do this for me?”

Don’t ask the customers “Would it be an issue if I put you on hold for two minutes?” Again, you’re forcing the considerate customer to say “No.” Instead ask “Could you please hold for no more than two minutes while I investigate this for you?”

Remember, most people don’t like engaging with negative individuals, developing relationships with negative companies, or being asked questions that force them to respond No, No, No.

To add a positive tone to conversations, ask questions that elicit a ‘Yes.’

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