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Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

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Excellence is Not Perfection, and that’s OK – 1/26/21

Posted on January 26, 2021 in Customer Service Tip of the Week Please leave a comment

Surveys have questions with ratings that range from Excellent to Poor.  We custom-design and deliver Service Excellence Training.  Tom Peters wrote the book “In Search of Excellence.”

But how do you define Excellence, particularly in customer service?  Let’s start with what Excellence is not.  Excellence is not something reflected in Customer Service Standards. Those Standards are typically the bare minimum expectation of every employee in every interaction.  If we are adhering to those Standards, we’re being consistent in the way of the organization, but we’re not necessarily being Excellent.

On the other side of the spectrum, Excellence is not perfection.  Perfection is something that is rarely if ever attained, and even then, perfection is usually defined through a result rather than through a perfect match of attitudes and actions throughout the entire process of getting to that result.

So, Excellence is not a bare minimum expectation, and Excellence is not perfection.  However, it is something as consistent as Standards but that continuously strives and reaches for what would be achieved in perfection.

Excellence is really reflected in Exceling through the process.

Oftentimes we don’t have control over the outcome because so many other factors are involved, but we have lots of control over how well we Excel going through the process.  We Excel when we are making decisions in the process for the right reasons with the right goals in mind.  We Excel when we take the action we need to take to reach the goal.  We Excel when we do things within the timeframe we need to do them to have the desired outcome.  We Excel when we bring an attitude that has the capabilities of drawing ourselves and others toward that goal.

Excellence does require a goal – something you’re trying to attain or achieve, something you’re trying to live into every day, something you’re trying to become.  However, when you think about how to achieve Excellence, don’t focus so much on the final achievement of some lofty goal.  When you think about Excellence, consider what you need to do in the process to give yourself and those around you the best chance to achieve that goal.

To Excel, first determine your goal; then identify what you can do to ensure that you have the decisions, actions, timeliness, and attitudes that give you the best chance of achieving that goal.

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Customers Want Easy, but Easy is Difficult – 1/12/21

Posted on January 12, 2021 in Customer Service Tip of the Week Please leave a comment

New employees go through days of training to learn products and services.  They have formal workshops to learn how to use their office applications, web functions, and whatever programs are specific to their department.  They test new technology, and they get quizzed on knowledge of policies.  This is hours or days or sometimes weeks of training so that the employees can do their work consistently and effectively.

Customers of our companies typically go through no training.  There are no half-day workshops to learn how to lodge a complaint or request a refund or ask a clarifying question or check on a status.

Customers are not and should not be expected to be experts in our business.  Customers want EASY – Easy to find, easy to access, easy to understand, easy to use.

But Easy is difficult.

I once worked for an administrator in a hospital, and I noted how in certain aspects of operations, we needed to simplify some processes – make it easier on employees to deliver consistently high-quality service.  The administrator responded that his peers don’t think Easy is challenging. I replied:

Making something easy is actually one of the most difficult things you can do in business.

It’s not difficult to have a new procedure or policy, a new function or feature, and just add it on top of what currently exists.  It’s not difficult to just add 5 pages at the back of the standard operations manual.  It’s not difficult to just let incremental complexity grow on a day-by-day and year-by-year basis.

What is difficult is taking a step back, seeing everything through the lens of a customer or an employee, and trying to make it as easy as possible for the employee to deliver great service, or as easy as possible for the customer to have a great experience.

If your organization wants a challenge that will benefit your customer, take on the challenge of Easy.  Find ways to make it easier on the customer to find you or your service offerings.  Make it easier for them to access the information and the solutions they need.  Make the information as easy to understand as possible.  And once they are accessing that product or service, make it as easy as possible to use.

If you need a challenge for the new year, try to make it Easy on the customer.

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