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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

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to 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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