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Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

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

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One Question to Prevent a Follow-up Call – 3/3/26

Posted on March 3, 2026 in Customer Service Tip of the Week Please leave a comment

The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length of call rather than reducing the number of callbacks or increasing first call resolution.  It’s a transactional mindset from management that can trickle down to a transactional mindset from staff – where representatives become more focused on getting off the phone quickly than trying to avoid the even more inefficient follow-up call.

But we want to be smarter than that.  We want to be willing to extend a call by 1-2 minutes if it means avoiding 1-2 future calls on the same topic.  So, if there’s One Question you could ask to prevent a follow-up call, what would it be?  Well, I’m going to give you several examples of that “One Question” to ask:

  • Did you get your question answered?
  • Is there anything else I can help you with while we’re talking?
  • Did you get your need fully addressed?
  • What else can I do for you today?
  • Is there anything else you want to know about before we wrap up our call?

 
There’s nothing magical about these questions.  They’re all variations of the same theme.  Even though you think you have fully addressed their need, before you wrap up, convey a little patience.  Uncover whether there’s anything else related to your response that would be good to cover while you have them on the phone.

This One Question could avoid them having to figure out who to call when that other need pops in their mind.  It avoids them having to wade through your call queue and wait to get on the phone with one of your co-workers (or YOU!) again.  It could avoid your teammate having to open the call and close the call and ask all the discovery questions in the middle; it would avoid having the customer repeat themselves to refresh your co-worker on prior discussions. This One Question could avoid your co-worker having to read through all the detailed notes on the prior call for them to get up-to-speed.

Convey patience before the close.  Ask one more question to prevent the follow-up call.

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Help Me Help You – 7/4/23

Posted on July 4, 2023 in Customer Service Tip of the Week Please leave a comment

With all due respect to the movie Jerry Maguire, this tip is not about the life of agents for professional athletes.  It’s about customer service and what it really means to help.

We’ve seen employees wear badges that say “Ask me. I am happy to help!” or “May I help you?” or “How can we help you today?”

But what are we signing up for when we ask these questions or make these statements?  Although the badge conveys our willingness to help and solicits questions from customers, what are we offering to do?

We are offering to provide information, to share our knowledge, to understand their unique needs and guide them toward the right solution.  These actions require a desire to take action on the customer’s behalf, a willingness on our part to continually learn about our role, our services, our organization, and the ability to ask the right questions, matching the need with a solution.

We are offering to overcome obstacles or eliminate roadblocks.  We are there to help them move to a next step or get through their day in a positive way.  We are there to find pathways to Yes rather than roadblocks of No’s.  These actions require a desire to address problems, to think through processes from the customer’s perspective, and to be pleasant in our engagement with others.

Being helpful may seem like a simple concept, but to truly help others, we need to have the desires, the willingness, the knowledge, and the ability to have a positive influence on those that we come in contact with each day.

Make sure that you’re equipped to truly help the customer today.

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The Error of “Everyone” – 9/24/19

Posted on September 24, 2019 in Customer Service Tip of the Week Please leave a comment

A recent article in The Charlotte Observer got me thinking about a concept, a premise that is suggested all too often in society. First, the article: The story was about lawn care, and some of the people quoted in the article talked about what customers want today. They noted how customers want to be good stewards of the environment, they want sustainable solutions, they want to protect pollinators like bees, and they want pesticides used with discretion.

While these statements on what customers want are not exactly the most controversial statements in the world, somebody reading this article could easily make the assumption that all customers want all of these things. When customers are making decisions about whether to buy a service from a particular company, their decision is based purely on this criteria. One could read the article and assume that these are the absolute priorities for EVERYONE.

This concept – that everyone wants A, B, or C, that nobody likes D, E, or F, that the priorities how I state them are everyone’s priorities – this is a concept that I can’t agree with as a customer service consultant.

When defining what all customers want in absolute terms, it’s a slippery slope. To deliver great customer service consistently, to retain and grow business with customers, we have to view each customer as unique. If we assume everyone wants A, B, or C, and nobody wants D, E, or F, we are making decisions based on incomplete information. We are not allowing the customer to complete our understanding of THEIR perspective, THEIR preference, THEIR priorities before we make OUR decisions.

And when we make those assumptions, we put our foot in our mouth, we go down the wrong path, we do for others what they wouldn’t do for themselves (sorry for all the clichés).

To deliver great service, view and treat each individual as unique. Avoid the Error of “Everyone.”

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