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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

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

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Transparency in Customer Service- 7/14/26

Posted on July 14, 2026 in Customer Service Tip of the Week Please leave a comment

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 of the document from the other side.  And that physical example has a lot of similarities to what transparency means in customer service.

Think about Openness, Honesty, Clarity.

Openness includes a willingness to say something that may be uncomfortable to share with the customer.  It’s the fact that a price increase is coming.  It’s a willingness to answer their question, even if it puts you and your organization in a negative light.  Therefore it’s 2-way: an openness of sharing, and an openness of listening to the customer and being willing to respond.  It’s letting them know you have a fee increase – not hiding it by saying you simply have a new pricing structure.

Honesty is obviously saying the truth, but again, it may not mean that you’re conveying the most positive side of your business.  You’re stating that you’re asking them to resubmit a document because there was an error on your end.  It’s letting them know that the delay was due to a keying mistake which caused the customer’s submittal to be put on hold.

Clarity is about effectively setting and managing customer expectations with some specificity.  Don’t say it’s only going to be “a minute” if it’s going to be literally 1 hour.  Avoid describing something as a “brief” review process when it’s going to be 10 business days.  It’s letting them know the specifics of time and place and people involved more precisely.

Just to be extra clear on one point, we can be open about good things, honest about happy news, clear about positive next steps.  Transparency is not inherently about communicating the negative, but a willingness to have those less-than-positive conversations is where many of us fall short.

If transparency is something important to you and your organization, focus on being more open, honest, and clear with the customer.

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Open Minds and Ornery Customers – 12/13/22

Posted on December 13, 2022 in Customer Service Tip of the Week Please leave a comment

We all have to deal with some crazy customers, at times.  They might be loud or sad.  Flighty or mad.  They may have unrealistic expectations or think it’s OK to skip past people in line because their need must be more important than the others.  Some are rude, some are disrespectful, and some just flat don’t know how to communicate politely or professionally.  So, it’s understandable why our emotions are triggered, and we can reflect their ornery nature if we’re not careful.

One way to deal with the ornery customer is to have an open mind.  I’m not suggesting that we capitulate to their concern.

Rather, we need our mind to be open to finding new ways to navigate the conversation.  New ways to get to resolution.  New ways to close a conversation.

I’m not talking technique, per se, about how to handle the angry customer.  We’ve dealt with that many times in these tips.  Instead, I’m talking about how we handle ourselves intellectually in a conversation that has the potential to go down the tubes emotionally.

Openness is about allowing the new, the creative, the different, the atypical path forward.  What people can you involve in the conversation or direct the customer to in order to move forward?  What process can you begin that can make the conversation more productive?  Is there an action you can take in front of the customer – right then – to show that you’re in it with them?  Is there an action you can have them do at that moment so they feel like progress has started (and to distract them a little)?  Is there a way to end the conversation with your promise of a follow-up call, e-mail, or text by the end of the day?

When you’re dealing with the ornery customer, you have to deal with the emotions.  But if we keep an open mind about the possible solutions for the situation, maybe that emotion won’t dominate our reaction.  Maybe we can more quickly close the conversation and move to the next step.

Keep an open mind with the ornery customer.

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Apply These Values for Great Customer Service – 12/6/22

Posted on December 6, 2022 in Customer Service Tip of the Week Please leave a comment

One of the industries where we do a lot of our work is local government.  These CSS clients are not necessarily selling a product or having the number of competitors that a lot of our private industry clients and our sports clients face.  But they need to deliver a great customer experience.  They need to excel at customer service.  They need to have core values that everybody can live.

The core values of a local government entity can often tie-in really nicely with any type of business.  Think about these example core values and how they can apply to your organization:

Trustworthy.  Can your customers trust what you’re saying?  Have the expectations you’ve set in the past been met by reality?  Or have the promises of sales not been able to be delivered by operations and customer service?  Make sure your operations can deliver on what is promised.

Clear. Sometimes confusion can lead to complaints.  Because where there’s confusion, customers and employees can more easily do something wrong or miss a step.  Where there is lack of clarity, sometimes two people can have very different expectations.  Are your communications clear – simple, specific, repeated, and documented?

Timely.  This is a nebulous word when it comes to customer service.  What one person thinks is timely may not be the same as another.  So, it’s important to define timely expectations for the customer, or ask what their definition of timeliness is, and – if unrealistic – redefine that to a reasonable expectation.

Open. Since local governments are typically funded by tax dollars and fees, transparency and openness are an expectation.  So, when you think about your business, is there information that is hidden from the customer because of fear of the reaction or how it might affect their decision?  Has that hiding of information – or at least not sharing of information – ever come back to bite the company in the end?  Make sure we’re open up front, so the customer doesn’t get the unnecessary surprise on the back end.

Learn a few lessons from our local government clients.  Make sure your customer service is trustworthy, clear, timely, and open.

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