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How to Avoid “Groundhog Day” - 11/3/26


It’s Groundhog Day, where you’re living the same day over and over and over again. You have heard basically the same complaint from 4 different customers in the past week.  The bill is incorrect or confusing, and you’re having to spend a ton of time explaining things to the customer. You’ve Read more

Beware of Scary Telephone Customer Service - 10/27/26


As we near the Halloween holiday in the United States, it seems appropriate to discuss examples of scary customer service, particularly on the telephone.  Here are a few common issues that frustrate and annoy customers.  These are experiences to avoid delivering, and alternatives to adopt: The customer calls, describes their Read more

The Art of the Successful Script - 10/20/26


You’re the customer.  You go to the store, and they ask if you have a loyalty card.  You call the doctor’s office, and they ask for your birth date.   You walk up to the counter, and they ask if you found everything you were looking for. These are all valid Read more

The Key Building Block for Your Customer Relationship - 10/13/26


An automotive manufacturer gets supplies for their vehicles from all over the world.  They have arrangements, service level agreements, expectations for timing and quality of all the parts.  And when they gather all these supplies, they assemble the cars.  They test the cars.  Then they take pictures of those Read more

Be Flexible to Fill the Gaps - 10/6/26


The non-profit has the expected challenges.  There are only 3 people in the organization, yet, they have the same responsibilities of a larger company.  They have to do finance, sales, marketing; they deliver their services to the community, and they need to keep a pulse on what’s going on Read more

Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

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

Posted on July 22, 2025 in Customer Service Tip of the Week Please leave a comment

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 customer may not visibly react, but – inside – they sense something different in a good way, something positive, something special.

When the customer walked in, you immediately looked up and informally greeted them.  You smiled and even stood up!

They sent you an e-mail at lunchtime, and you responded mid-afternoon.  The customer left a voice mail, and you responded in the next hour.

The patient had a question, so you turned away from the computer and patiently (no pun intended!) answered; you then asked what other questions they had in mind.

While they waited, you walked up to them and provided some educational information about the vehicle service you were performing for them as well as other useful features on their car – some they weren’t aware of previously.

The customer was talking to you – a customer service representative in some far away location – but you asked them for their name upfront and used it throughout the conversation.

A few days after the appointment, they received the handwritten thank you note that you penned on the day that you met.

Creating the WOW Experience doesn’t always require that over-the-top-the-employee-saved-the-day act of brilliance.  You don’t have to be the best ever.  But if you’re consistently better than what the customer experiences elsewhere, you become a WOW.  You become the standard.  You become that something positive, that something special in their day.

Use little acts to make a big impact.

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What Phones and Football Have in Common – 2/11/25

Posted on February 11, 2025 in Customer Service Tip of the Week Please leave a comment

Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest halftime in football all year long.  Oh!  And I almost forgot – you also made it through the actual 3.5 hour game.

I won’t belabor the topic of the Super Bowl beyond what happened 2 days ago.  But I do want to talk football one more time, and note how it relates to customer service.

In football, when a quarterback (QB) gives the ball to a runner, they call it a handoff.  And it’s the QB’s responsibility to make sure that the ball is in the running back’s stomach, between his arms.  The running back is about to be hit by several 250-300 pound men running at 15-20 miles per hour, so he’s got to figure out how to avoid them.

You get the picture.  Therefore, if it’s a bad handoff, it’s the quarterback’s fault.f

The same is true in customer service; it’s primarily the responsibility of an employee talking to a caller to ensure a solid handoff to a co-worker.  The first employee has the information and is engaged with the customer.  Now, it’s that first employee’s responsibility to put their co-worker in a position to succeed.

After the handoff, it’s pretty much up to the co-worker to carry the experience forward, but here are some things that the first team member can do to get the process started effectively.  He can:

Avoid the use of the word “transfer.”  This has a negative connotation in society today.  Instead, say: “I am going to connect you with…”

Explain why he’s “transferring” the call.  The caller should realize that the transfer’s being done – not because the QB doesn’t care about them – but because the employee is trying to get the caller to the person who can best help them.

Give the caller the co-worker’s name and number.  This personalizes the conversation about to occur.

Stay on the line and introduce the caller to the co-worker, possibly telling his team member that a call is coming, from whom, and why.  Prepare and educate the co-worker for success.

Ask the caller if there’s anything else they need help with prior to the transfer.  This conveys patience and ensures all the customer’s needs are met.

When making a handoff, make sure the ball carrier is set up for success.

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Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16

Posted on September 13, 2016 in Customer Service Tip of the Week Please leave a comment


I received a request for help from an Information Technology call center representative. She wanted to better herself, but she had no access to corporate training. However, she clearly knew her needs – she had difficulty troubleshooting issues on the phone with customers.

She was communicating purely verbally – no written instructions for the user, no body language to read or convey. The representative sometimes got lost in the details of the issue, so it’s hard to help a novice user if the representative herself has difficulty keeping all the facts clear and top-of-mind. Also, the representative wasn’t always certain where the user was on the system versus where the representative expected the user to be during the resolution process.

So the representative wanted guidance – what were specific, tactical things she could do to better resolve issues on the phone? Here are some thoughts – although they’re written through the I.T. lens, they apply to any telephone troubleshooting situation:

  • Tell the customer that you’re going to ask several questions, and note why you’re asking (i.e., the better you can specifically know the issue and cause, the better you can give them the right solution).
  • Be patient with the customer – they probably are frustrated and may be overwhelmed.
  • Avoid acronyms and “tech terms” – the customers are probably not as knowledgeable as you.
  • Get to the root cause before you get to the solution. That way you can address it the first time without backtracking through resolution steps to alternative solutions.
  • If you get lost in the details, draw a picture of the issue and resolution process on a piece of paper (almost like a flow chart) while talking with the customer. That way, you don’t have to rely on your memory; you can see everything on one page. Possibly have standard bubbles on the paper that address key points including: hardware system, application/software, timing (time of day, day of week), frequency (first time or recurring), system messages, key issue occurring, etc.
  • If you have trouble explaining to the customer how to troubleshoot, walk them through the typical flow on your paper. Then, after each question or step they complete, confirm with the customer that they understand. Never go to Step 5 until you’re certain they’re done with Step 4 and you know where they are after Step 4.

Review these quick telephone troubleshooting tips, and tailor them to make the issue resolution process better for you and your customers.

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