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Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

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

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Where Do You Hang Your Customer Service Hat? – 8/30/16

Posted on August 30, 2016 in Customer Service Tip of the Week Please leave a comment


When I work with Billy (one of our tech team members) on a survey, he is ultra responsive to e-mails, replying quickly, answering my questions, and providing guidance.

Karen is a joy to work with on project. She’s very organized, exceptional at planning, and before I ask for a status or request an update, she sends it to me – as if she’s reading my mind.

Robin juggles many balls as the office manager. She’s got billing, staff supervision, issues with office equipment, and other activities to address on a daily basis. But when she’s talking to a tenant, it’s as if she has only one job – making that individual feel like the most important person in the world.

When I talk with Mary Elizabeth and share a potential partnering opportunity, she’s very excited – for ME! To her, it’s about what she can do to help me, not what she can get out of it.

Chess is always trying to make things better. When he asks a question, comes up with an idea, or makes a suggestion, it’s always done to improve the service to his clients, develop his staff, or support me in some way.

These are my quick perspectives on five individuals I work with all the time. Some are partners, some are customers, and in some cases – I’m the customer. But regardless of what the main relationship is, at some point I’m serving them or they’re serving me. It’s an ongoing customer service mindset they have regardless of whom they’re addressing.

The perspectives I have on them are based on my assessment of our interactions – my evaluation of their approach to communicating with and serving others.

What do your clients and co-workers think of you when assessing your service? What’s your personal customer service brand?

Identify where you “hang your hat” in customer service – make it what makes you different/special.

Hone your own customer service brand.

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Improve the Health of Your Customer Service – 5/31/16 TOW

Posted on May 31, 2016 in Customer Service Tip of the Week Please leave a comment


Webster’s has a couple definitions of health. One is “not being sick.” True, but I don’t like defining something by simply saying what it’s not.

Another definition is “vigor of body, mind, and spirit” – much more positive! Let’s apply that to one of our favorite customer service people – you!

The Body – Human energy is something that has not been scientifically studied like it should. Sure, there’s more sleep recommended, Red Bull, 5-hour Energy shots, healthy eating, etc. that are supposed to give you energy. But the reality is, I’ve never heard of a study that identified the true source of “human physiological energy.” So to create physical vigor, that “body energy,” may be difficult. However, in customer service you at least want to have physical health that enables you to go TO the customer, to quickly respond to e-mails, to be there on time for them, to go to the co-worker to address the issue. If you don’t have the energy for these basic customer care responsibilities, work on your body health.

The Mind – Tying into body health, those who want to be great at customer service must be able to focus on the task and the customer. You have to be able to take in the considerations of the customer, co-worker, and company, finding solutions that will – long-term – be best. You have to think outside yourself, identifying what’s truly best for others, and realizing that the more successful those are that you serve, the more success you’ll have, as well. To create the healthier mind, work on your focus, your consideration for others, and making decisions that are best for the long-term.

The Spirit – What I generally love about caddies of professional golfers is that their conversations with the pros revolve around two things – helping make the best decision, and being exceptionally positive! That positivity with the pros improves their comfort level and confidence in hitting the right shot in the best manner. Positivity can drive confidence and higher results. So are you a good caddy for yourself? Do you spend more time telling yourself positives than beating yourself up for issues? Be a good caddy to yourself. Foster a healthy spirit.

Become healthier to improve your service to others. Work to build vigor into your body, mind, and spirit.

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Strengthen the Strength – 9/22/15 TOW

Posted on September 22, 2015 in Customer Service Tip of the Week Please leave a comment


I was in a meeting recently with a client, and we were discussing continuous improvement. Although continuous improvement in most organizations revolves around identifying and fixing issues that are keeping you from being productive, effective, or great at customer service, this organization takes a slightly broader approach.

Along with addressing issues that need to be fixed, they also focus on using continuous improvement to “Strengthen the Strength.” Essentially, the organization encourages staff to identify their strengths and then work to get better and better and better. Similarly, the organization as a whole strives to build on its core competencies and strengths.

Let’s focus on the individual staff perspective. Maybe you’re somebody who is very organized, and yet you’re not very tech savvy. Identify technology solutions that can enhance your organizational skills. There are many apps and software products that are focused on organizing work, projects, brainstorming, social media management, e-mails – virtually any aspect of business.

Let’s assume you’re someone who is highly responsive. That means that you’re responding to all messages with an e-mail reply typically the same day. So how do you strengthen that strength? Maybe you could ensure that along with responding that you’ve received the message, you also convey what next step will occur and by when. Maybe you’re normally communicating back via e-mail the same day because you prefer e-mail, but you begin learning how your clients prefer to communicate, and you begin using their preferred communication method instead.

At the organizational level, you can also use your strength for the greater good. You may be somebody who is very outgoing; use that positive nature to make connections between different divisions of the organization that may not know each other well but that need to know each other well for the organization to perform better.

You may be very analytical; instead of using your analytical ability just in the normal course of your own work, you could volunteer for continuous improvement teams and provide the type of analysis that gets to root causes and potential solutions.

When you think about continuously improving yourself, down just focus on fixing issues.

Strengthen the Strength.

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