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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

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Be Generous to a Fault – 8/20/19

Posted on August 20, 2019 in Customer Service Tip of the Week Please leave a comment

People who think they’re generous to a fault usually think that’s their only fault – American Journalist Sydney Harris.

This quote reminds me of someone who views themselves as a giver – someone who is so humble that he likes to humbly tell everyone of the gifts he’s given, good deeds he’s done, and, of course, his humility.

I give, give, give, never take – Radio personalities John Boy and Billy being facetious.

It’s a great thing to SINCERELY give to others, especially in the world of customer service, but it’s also good to be a giver with co-workers. It’s not only about your team winning, but it’s about your being a winning member of a team.

Generosity gives assistance rather than advice – French writer Vauvenargues.

Now we get to the meat of what giving and generosity mean, particularly in the workplace. If you want to be a great team member, be a giver. Be generous. But to do so, there are 2 key things to understand.

First, what are your gifts and resources – that which you have to give? Think about your experiences, who you know, what you know, your skills, your personal qualities, that inventory of abilities that are above the average. What is your level of compassion and caring, your energy and passion, your will to do a great job or to help others? Before you can give a gift, lose the humility for a few minutes, and write down the answers to these questions. Create a personal inventory of your own gifts.

Second, understand that generosity is more than advice – it’s assistance. There’s a difference between telling someone what they should do (or – worse yet – should have done) and actually assisting the other person. What experience or resource can you pull from to help them help themselves? What clear direction can you point them in for them to take? What way of communicating can you use to impart your true desire to help them? How can you go beyond “should-ing” on people or simply stating a fact (“That won’t work”) to being helpful…to assisting?

Be a member of a winning team by being a winning member of your team – be generous.

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Are you the Output or the Input? – 6/25/19

Posted on June 25, 2019 in Customer Service Tip of the Week Please leave a comment

You’re the output and the input. Sorry to put it into such technical/industrial engineering terminology. But in a service system, we all have some role as a part of the process.

First, we receive the output. Somebody has a customer that they direct to us, so that handoff is from them to us. We received the output. They complete a form, and they routed it to us. They have a complaint, and they send it to us. They make a sale, and they give the account to us. In this part of the process, we receive the output.

But we also provide the input. We take that difficult customer and sometimes escalate them to another person or area. We take that client, and we refer them to a premium services division for upselling. We work through our part of the process, and we hand off the information to the person managing the next step.

So, we receive the output, and we provide the input. As part of the process, we definitely benefit by making the process better. When we receive output that has questions or quality concerns or is not timely, particularly when this happens with some regularity, we can improve the process by professionally pointing out the problems; when we point out the problems, we should try to suggest solutions as well.

In terms of us playing the input role, we should seek the same information just recommended for you to provide to others. Contact co-workers who receive our input, and ask about our timeliness, quality, and completeness. Ask them what works well. Ask them for solutions to concerns.

If we want to deliver great customer service, we need to understand our role in the process.

Be of value to your teammates – whether you receive the output or provide the input.

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Light Up the Room – 7/3/18

Posted on July 3, 2018 in Customer Service Tip of the Week Please leave a comment


Maybe you are one of those people. Maybe you work with or are friends with one of those people. You know the kind of person I’m referring to; it’s the person who lights up the room. Literally, the positivity, the tone of the conversation, and the energy of the room become more vibrant, more pleasant, more fun, and more enjoyable.

The people who light up the room make the environment better, and seemingly any topic or conversation or point of debate is seen through different, more positive and open lenses.

Whether we’re trying to be a good team player with our co-workers or trying to address the customer’s issues, needs, or goals, so much of how well we do is dependent on whether or not we are someone who turns up the wattage.

The people who light up the room seem to have certain traits and behaviors. They smile more. They tend to move more. They GO TO people as opposed to expecting people to go to them. They seem to connect with others and connect people with others. They’re looking around the room, not operating with blinders on; yet they somehow make each person feel exceptionally important. People who light up the room know how to use their body language to convey openness and interest. Their arms move and rarely stay folded. They ask and inquire. They convey appreciation and say thanks.

If you want to be a great team member or provide great customer service, think about the environment that you are creating for those around you. Think about the impact that you have on the tone of the conversation.

Think about how you can light up the room.

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