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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

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A Story of Willie and Aubrey – 2/8/22

Posted on February 8, 2022 in Customer Service Tip of the Week Please leave a comment

The gift shop was a great experience!  Aubrey had bought items online from the shop for years, but she had never stepped foot in the store itself.  However, when travel plans took her on a trip to new surroundings, she took time out of her day to go to the shop.  Aubrey was greeted immediately by Willie, the shop owner.  Her first words were “Hi, I’m Aubrey Matthews.”  That’s all she had to say.

Willie was immediately excited, as he recognized the name and instantly knew that this was a long-distance customer.  They had never met, but Willie was so excited to meet Aubrey face-to-face and to talk.  They chatted and walked around the store together.  Though Willie had never met Aubrey and never heard her voice, he instantly knew who she was – a treasured customer.

Willie cared enough to know Aubrey’s name, her preferences, her “story.”  It made a huge impression on Aubrey, and Aubrey bought several items that day as well.

Now, what’s the lesson?

When you interact with a customer, don’t just think about their order or issue – think about THEM.  Who is the person you’re speaking with – what’s their story?

When you complete a call or transaction, document some of the personal side of the customer (Were they rushed, emotional, have some upcoming event?  What did you learn about them personally?).

When you then initiate a contact with a customer, don’t just consider the issue or service you’re going to discuss, consider the characteristics of the customer you’ll be talking with, as well.  Don’t view it as “Company” and “Prospect.”  View it as Willie and Aubrey.

Engage the customer as a unique individual.

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It Matters Who You Know – 2/1/22

Posted on February 1, 2022 in Customer Service Tip of the Week Please leave a comment

The season ticket account holder has an issue, but he’s not too concerned about it:  I’m going to call my guy, and he’ll take care of it.

The patient is confused about their bill.  The family member says: I know someone who can help.

The husband discovers a problem in the home that needs a repair.  The wife says: Don’t worry about it. I know exactly who to call.

The issues don’t appear to be burdens for these customers.  The reason why they’re not viewed as major concerns is that the customer knows someone.  The person they know may not be their best friend or their buddy or close relative.  But the point is, there has been enough rapport established and trust built up that when an issue occurs, anxiety doesn’t have to arise.

The companies who employ these trusted staff have their standardized processes.  They have their best practices.  They have their training.  But they realize that when issues arise or decisions are made, a customer knowing someone in a company or having that personal rapport means more than having a simple online process to submit an issue ticket.  Knowing somebody means more than having a memorable toll-free number.  Going beyond the technical aspects of service to personalize service means more than being able to text an issue to a help desk.

Businesses often believe it shouldn’t matter who the customer knows in the company. Processes and systems should be so standardized that anybody can help to the same level.  There’s a lot of truth in that concept.

But if we view service experiences from the customer’s perspective, we realize that having that name or that phone number or that e-mail address of that actual specific person creates trust and comfort.  And where trust and comfort exist, customer retention and growth can thrive.

Foster the personal customer connection.

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The Customer Service Wreck that Wasn’t – 12/16/14 TOW

Posted on December 16, 2014 in Customer Service Tip of the Week Please leave a comment


The car was at the dealership, sitting in the parking lot waiting to have the front-end aligned. Nobody was in the car, so the car was minding its own business, drinking in the midday sun. Then an 18-wheeler came by and side-swiped it, making one long dentscrape (my new word) down the entire passenger side of the car.

Now I could regale you with everything that went wrong from that point forward at the dealership (since the dentscrape happened to MY car). Instead, I’ll tell you a quick and positive story about something interesting that the body shop does for customers. FYI – This GOOD body shop is NOT the dealer’s body shop.

There were several selling points about the good body shop, including great reviews online, multiple before/after picture examples, convenience, and great interactions with the staff when trying to understand the repair and insurance processes. The one selling point I’d like to focus on is this – they take pictures.

Every evening they take pictures of the car and post them to the web to a URL only given to that particular car owner. Therefore, every night I can check on my baby (er…car) and see the progress made. This may sound like a little thing, but look at what it does:

  • First, it’s a touch point, so the company is in contact with the customer daily – keeping the relationship warm and the dialogue ongoing.
  • Second, the touch point is initiated by the customer (clicking on the URL with curiosity about their car), so there’s little labor involved in the touch.
  • Third, the openness of sharing photos builds trust in the process.
  • Fourth, there’s a comfort that’s imparted to the customer since there’s little fear of the unknown (the progress is made known through the pictures).
  • Fifth, the customer becomes confident because improvements are viewed, and the end point (the new-looking body of the car) becomes more clear over time.

Assuming you don’t work in a body shop, here are the lessons learned. Make it easy for the customer to know what’s going on with the project, service, issue, or product. Offer a “self-service” option to getting updates. Be open with progress and the process in order to build trust and comfort, and give them communications that paint a picture of success.

Show them the pictures that paint the story of success.

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