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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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Jamey Needed to Slow Down – 6/10/14 TOW

Posted on June 10, 2014 in Customer Service Tip of the Week Please leave a comment


Jamey is young, but he’s pretty good at sales – his new sales numbers generally prove the point. He seems to care about fixing issues, speaks articulately, and responds quickly and specifically “on his feet” when asked the tough questions or challenged. He’s confident, so Jamey was shocked when one of his accounts told him “That’s not how things are done in the South; you’ve got to develop a relationship first.”

Jamey had responded to every request or question, quickly. He was speedy in resolution to issues. He didn’t take up too much of the customer’s time on the phone – the conversations were short and quick.

The problem was that Jamey’s quick responses, fast talking, and general speed (in everything he did) didn’t appeal to this client. The quick responses were good, but they were often a few words in an e-mail with no greeting such as “Nope. Can’t work that out this time.”

Jamey thought he was being considerate of the client’s time with his quick calls, but they were quick because Jamey was peppering his customer with questions instead of creating a more two-way conversational tone. When Jamey received a call from the account, he typically talked fast and hung up quickly. When Jamey fixed a problem quickly, he often didn’t call the client to ensure that the fix worked.

Even though Jamey did so many things technically correct, he didn’t have a good enough read on this account to tailor how he communicated about those “things” to the preference of his client. So the client interpreted that Jamey was impatient, rushed, or just didn’t care about the client.

In customer service, sometimes it’s not just about what you do or how quickly you do it; rather, to many customers, it’s how you communicate with them during the process.

Don’t rush through conversations like they’re just another box on the “To Do” list. Be patient. View relationship-building as a process.


Build Your Confidence with the 5 P’s – 4/22/14 TOW

Posted on April 22, 2014 in Customer Service Tip of the Week Please leave a comment


Sometimes a person’s anxiety, worry, indecision, passivity, inefficiency, and lack of ownership can all have the same source – lack of confidence. It could be the student unwilling to raise his hand in class; we could be discussing the leader making decisions simply by not making decisions. Maybe it’s the adult talking with twelve friends and family members about something to gain the 100% certainty that will never exist. Maybe it’s the employee who won’t take on a responsibility because they’re afraid of doing the wrong thing.

Years ago, we shared a Tip of the Week (TOW) that talked about how to build confidence, and what we’re doing today is expanding that list to build your confidence further. To build your confidence, here are the 5 P’s of knowledge-building. You need to “Know Your:”

  • Processes – Learn your organization’s information flows and process flows so you can know HOW things occur and be able to explain the HOW of actions to customers.
  • Policies – Understand the company’s policies and the reasons for them to be able to explain the WHY behind the WHAT to customers.
  • Products – Become well aware of your organization’s products and services so you can easily match the customer’s issue/need/goal to your company’s solution.
  • People – Know who does what in your organization so you’re aware of whom to contact to address a need; also, get to know your customers – ask questions, look at their purchase/participation/service history so you can tailor your response to what makes them and their situation unique.
  • Purpose – Understand your purpose. We’ll address this more in next week’s TOW, but think of Purpose like this – why do you do what you do? Beyond the tasks, meetings, notes, communications, paperwork – what is the greater good in what you do? If you know the ultimate goal of your role, you can be more confident, particularly when what you are being asked to do might not be “within the job description.”

Use this knowledge-based approach to becoming more confident in interactions with customers.

Build confidence by building knowledge.


Anatomy of a DMV Experience – 3/25/14 TOW

Posted on March 25, 2014 in Customer Service Tip of the Week Please leave a comment


The Department of Motor Vehicles (DMV) employee was very nice and patient with me on the phone. I’m sure that any supervisor that was listening in on the call would give the representative good marks for addressing my need and thanking me for my call.

But it was a horrible experience. Why?

As Paul Harvey would say, “Here’s the rest of the story.”

A friend had just recently received a car from a relative, and it had a 10-day temporary authorization to drive without an inspection. Prior to getting the car inspected, my friend unexpectedly got very sick (she is well now, thank goodness), and my friend was afraid that she’d miss the deadline to get an inspection. So she asked that I call to see if she could get an extension:

  • Call #1 – I went to the State DMV website and didn’t find the answer, but I did find a phone number to call. The recorded message asked me to wait and gave no specific expected time for the call to be answered. I waited on hold for 10 minutes and then hung up.
  • Call #2 – I called a local DMV office (let’s call this Office “A”); after 8 rings, it started to buzz like a fax machine; I hung up.
  • Call #3 – I called another local DMV office (let’s call this Office “B”); it rang busy.
  • Call #4 – I called a 3rd local DMV office (let’s call this Office “C”); there was a pleasant message noting whether they would accept payments; they suggested I press “0” for Operator; so I pressed 0 and got a busy signal.
  • Call #5 – I called Office “C” back a few minutes later, thinking that maybe they didn’t have a call queue; after the pleasant message, I pressed 0 and got a busy signal.
  • Call #6 – I called Office “B,” hoping that it too just was overloaded and maybe didn’t have a call queue; it rang busy again.
  • Call #7 – I called Office “A,” and – again – after 8 rings, it started to buzz like a fax machine; I hung up again.
  • Call #8 – I called the State DMV again, and – after 14 minutes – the representative picked up the call as I noted at the beginning of this Tip.

We cannot assume that because one conversation went right on the phone that the customer had a great experience. For all we know, the customer may have had 7 bad experiences before that one conversation that went right.

If this was a private business, I wouldn’t have called 8 times; I would have gone to a competitor, and just like the DMV, they never would have known why.

Mystery Shop your services, or ask the customer about their experience. Never assume that because one moment-of-truth went right that the overall experience worked for the customer.

Know what you’re missing about the full customer experience.

 


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