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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

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

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Customerize Your Business – 8/25/15 TOW

Posted on August 25, 2015 in Customer Service Tip of the Week Please leave a comment


Most of us have seen flow charts. You document Step A followed by B followed by C. What does the employee do first? What report do they produce? To where do they route the call?

We’ve all seen e-newsletters that go out to customers. You share what you’re doing, note great offers, and pitch the latest product.

Everyone has gone to a business website. It says what we do, it’s organized by our products/industries, and it talks in the language to which we’re accustomed (I’m guilty of having “consultantese” throughout my site).

But what if we “customerized” our businesses? Let’s take a hospital. For processes, they might say – if a family member wants to visit the newborn baby, how would they want to find the hospital? What would they want the parking experience to be like? How would they want to find out where the relative is located and how they can find the baby? How would they want staff to greet them, and what would be the best exit experience?

Consider the sports team. They’re constantly sending out the marketing mailings to season ticket holders (STH), but what if they customerized the newsletters? Imagine Brian, the STH, getting an e-mail with a Subject heading identifying information about his favorite player. The body of his e-mail addresses only those things of interest to him – the kid’s club, his favorite visiting team coming to town, and a gift coming his way for his upcoming birthday. Brian’s e-mail is all about Brian, and the e-mail comes from his personal account representative, Marie.

If you work in a government organization, imagine having a website that’s been customerized. Instead of it being about government departments and services, it’s about the resident or business. Instead of the list of options including 38 departments and agencies, it lists common questions that the typical resident may ask. Instead of it listing 3 pages of detailed text instructions on how to appeal a tax bill or submit a plan to renovate a deck, it has a simple flow using customer terms and having graphics similar to most advanced websites nowadays.

To have the best experience for your customer, remove yourself from the internal focus of most companies. View your world through the eyes of the customer for the benefit of your customer.

Customerize Your Business.

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Give Your Customers a Crystal Ball – 12/2/14 TOW

Posted on December 2, 2014 in Customer Service Tip of the Week Please leave a comment


When conducting focus groups for a local government client recently, I found myself in many discussions with the customers of this municipality about their experience. The customers are business people, looking to perform renovations, develop property, and build facilities throughout the community.

And while many times we can define the customer experience by using words like attitude, responsiveness, respect, speed, and quality, these customers often used a different word – predictability.

To them, knowing what’s going to happen and when, knowing what’s their role v. that of the local government was vital to their success. By having a predictable process, a predictable set of roles and rules, a somewhat predictable timeframe, and a predictable manner in getting issues addressed, they could have more realistic expectations, but there were also two other benefits.

First, predictability for the customer enables them to plan next steps and timeframes. Second, predictability enables the customer to communicate with their stakeholders about what those stakeholders need to do and by when.

Going outside government, think of the hospital with outpatient surgery patients who need to know how to prep for procedures and how long they’ll take, so that they can have the friend pickup them up at the right time and help them get started on the care process at home.

Consider the sports fan going to the game and needing to know where to pick up the tickets and how long that process will take, so they can meet up with friends at a certain location and time.

Think about the elementary school parent considering moving into town but wanting to rent the apartment in the location where the best schools are zoned. They need to know what those schools are, where to move to get zoned there, how to register their child, and when they’ll get confirmation that the child gets into the desired school.

When you think about delivering the great customer experience, first think about how to make the experience predictable for the customer.

Help your customers predict next steps – give them the customer service Crystal Ball.

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Practice Active Root Core Thinking…Huh? – 11/18/14 TOW

Posted on November 18, 2014 in Customer Service Tip of the Week Please leave a comment


We need to be “Active Listeners.” We need to be “Critical Thinkers.” We need to find the “Root Cause” and determine the “Core Need.”

You hear similar statements all the time, and, yes, these are all important things, but what do they really mean? Here are some examples:

You’re a fan relations representative for a pro sports club, and the season ticket holder asks if they can relocate from their seats to a certain section with no availability. Instead of simply saying “No,” ask “Is there something in particular you like about that section?” You might uncover a reason for their move that could be addressed elsewhere.

You work for a local municipality, and the developer says they need a permit. Instead of assuming what permit they need, you could say “I’d be happy to help you with that! Tell me a little about the project so I can best help you get started.”

You work for a hospital, and the patient says they “need a smoke.” Of course, it’s a smoke-free campus, so you say “Unfortunately, we can’t do that since it’s a smoke-free campus, but help me understand what you’re feeling that’s making you want to smoke, and maybe I can find a way to help you.”

If you are someone interested in being an “Active Listener” or a “Critical Thinker,” someone interested in “Root Causes” or “Core Needs,” that’s a good desire to have – especially in customer service. But don’t get too hung up on the fancy terms. Look at the three examples just provided to truly understand what’s being suggested by those terms:

  • Be inquisitive; ask questions – they show you’re engaged and care.
  • Understand their goal, so you can better understand potential solutions.
  • Don’t make assumptions – you might waste your time and that of the customer by going down the wrong path based on misinformation.
  • Be patient – don’t hear the symptom and think you know the root cause.
  • Restate your understanding of the person’s needs; ensure you know so specifically what they want that you can address it right the first time.

 
Practice Active Root Core Thinking…or just plain old good communication skills.

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