It’s a shame when service-based organizations use safety, liability, and policy as justification for delivering average customer service.

• “Your safety is our highest priority” is the mantra of most airlines.

On the surface, it appears noble. The airlines have done a masterful job of limiting customer service in the name of safety (e.g., “The flight attendants are primarily here for your safety” now prefaces the “If there’s anything we can do to make your flight more enjoyable…” announcement).

I expect the next update they make to the message will be: “The flight attendants are solely here for your safety. If there’s anything you need to make your flight more enjoyable, make a note of it and be sure to bring it with you next time. Enjoy your flight.”

• And many businesses disappoint “due to liability.”

In healthcare, for instance, many physicians are reluctant to utter either the “I’m sorry” of sympathy or of responsibility for fear their words will be used against them by a plaintiff’s lawyer. So caring and empathy take a backseat to liability. Get well soon.

And hotels frequently decline to jump-start guests’ car batteries “due to liability.” I understand the need for safety and liability considerations. I also know that if a guest at my home (or, in some cases, a total stranger) requested a jump-start, I wouldn’t say, “I wish I could but, due to liability, I can’t help you. Have a nice day.”

I disagree that this justification would resonate with anyone in need of a jump-start—especially a hotel guest who has a flight to catch.

• And customer satisfaction is often compromised with the words: “It’s our policy.”

Whether you’re talking about retail (e.g., return policy restrictions), restaurants (e.g., policies that restrict split orders, substitutions, separate checks, etc.), or another business, most use policies as standardized mechanisms to guide employees’ decisions and behavior and to shape customers’ expectations.

Most policies are well-intended, carefully written protocol that are uniformly applied by employees and universally resented by customers. Here is a real-life example demonstrating how one hotel’s policy prevented a guest from listening to music or television programming during his workout in the hotel’s fitness center. Enjoy your stay.

Certainly there are valid reasons for instituting safety, liability, and policy considerations within a business. My point is not to do away with them.

I appreciate that hotel doormen do not permit unattended, parked vehicles in the driveway. I realize they’re not trying to be difficult. They are honoring a law that ensures access to the hotel by emergency vehicles—a valid safety measure.

Likewise, I applaud establishments that recognize when a guest is inebriated and refuse to serve him another bourbon and water. Not only is it a liability issue, it’s the right thing to do for everyone involved.

And there are many policies that are constructive and serve the best interests of the customer as well as the business. For example, if my checkbook goes missing, I have a new appreciation for check cashing policies requiring photo identification.

The issue is not the existence of safety, liability, and policy considerations. It’s the reliance on these considerations when employees’ common sense and good judgment would suggest otherwise.

When airline passengers are denied attentive in-flight service, when restaurant patrons are unable to have their preferences fulfilled, and when hotel guests paying $200 per night cannot be entrusted with a $4.74 set of headphones, it’s evident that these businesses value protocol more than their employees’ good judgment or, remarkably, their customers’ satisfaction.

For many years, Nordstrom, the retailer known for exceptional customer service, offered its newly-hired employees a famously uncomplicated handbook to assist in guiding their decisions at work.

It contained a single rule:

1.) Use your good judgment in all situations. There will be no additional rules.

By encouraging its employees to use their good judgment to serve customers as opposed to volumes of safety, liability, and policy considerations, at Nordstrom you are far more likely to hear things like “Yes”, “I’m happy to” and “Let me see what I can do” as opposed to “No”, “We can’t” and “It’s our policy.”

The same is true for companies like The Ritz-Carlton Hotels & Resorts, Lexus, Zappos, Rackspace Hosting, Enterprise Rent-A-Car, USAA Insurance, L.L.Bean, and others renowned for their product and service quality.

The best organizations understand the difference between placing trust in a manual or in people. The best people choose to work for organizations that place trust in them. And most customers, when given a choice, will choose to do business with the best people.

Many companies use terms like “guest” and “partner” to convey the intimacy they have with their customers but the reality is that most employees, when given the opportunity, do not behave as though they are serving a valued guest.

If you’d like to test this assertion, simply show up at your choice of retailer after it has closed for the day. Assuming you can make eye contact with an employee through the locked glass door, see if she is willing to do more than point at her watch and mouth the words, “We’re closed.”

Now, this is where corporate types jump in using words like: policy, procedure, overtime, security, protocol, etc. While all of their points are valid, it doesn’t mean they’re right.

To illustrate, imagine that you had planned a baby shower at your home from 1:00 to 3:00pm and that one of your guests was delayed for some reason and didn’t arrive until 3:15pm—after the event had officially ended and the other guests had left.

Would you refuse to open the front door and simply make eye contact with her through the glass side light panel, point to your watch, and mouth the words, “The party’s over”?

Of course not.

Then why is it acceptable to treat “guests” like that in a business setting?

If you’re going to cite the above list of policy, procedure, overtime, security, protocol, etc. as your justification for this behavior, at least stop referring to your customers as “guests.”

Instead, call them what they really are to your closing staff: a nuisance—an interruption; someone we accept money from during business hours but whom we’d prefer not to see after closing time until the next business day.

Just last week I was in Logan, UT. Being a coffee enthusiast and having read about the mountain grown, Triple Certified coffee at Caffe Ibis, I made it a point to stop by on the day of my arrival.

I showed up at 6:45pm and learned that the store closed at 6:30pm. I peered through the glass door and made eye contact with an employee who pointed to her watch and mouthed the words, “We’re closed.”

Before I returned to my car, however, an energetic employee named Natalie unlocked the front door and engaged me.

I mentioned that I was in town for one night from Denver and had hoped to try a cup of Caffe Ibis coffee that I had read so much about and pick up a pound of beans to take back home.

She said, “The machines are off and the register is closed but let me see what I can do.”

A few minutes later, she appeared with a steeping (literally) cup of coffee and a pound of Double French Roast Blend coffee beans.

I thanked her, paid her $15 in cash, and enjoyed a delicious cup of coffee back in my hotel room.

The following day, on my way out of town, I returned and spent another $28.05 on a latte, ground Espresso Roast Blend, and a Caffe Ibis t-shirt. That’s $43.05 in revenue from a guest that many employees would have labeled a nuisance—an interruption in their day.

And my purchasing hasn’t stopped. I’m back in Denver but enjoyed the coffee so much that I’m planning a repeat purchase of Double French Roast Blend coffee beans from their website. My potential future value to Caffe Ibis is significant.

If the first employee was my only impression of Caffe Ibis, I would have left empty-handed, kept my $15, and may or may not have returned the following day to spend another $28.05. And if I hadn’t experienced its coffee in Logan, I certainly wouldn’t be ordering it by the pound on-line.

This is key: Did the first employee do anything wrong? No. She was following policy. I get that. She was also behaving in a way that is usual, ordinary, and expected by most customers.

Natalie, on the other hand, treated me like her guest. She behaved in a way that was beyond what is usual, ordinary, and expected by most customers. She was refreshing and unique. As a result, she not only made a positive lasting impression, she made a sale!

More key points:

1.) Natalie recognized that, while her job function was to complete the closing checklist, the essence of her job—her highest priority—was to serve her guests.

2.) Her decision to open the locked door and engage me, unlike the completion of the closing checklist, was optional.

3.) And finally, her willingness to go the extra mile cost her employer nothing—it was free! In fact, it resulted in $43.05 in additional sales (and counting…).

Natalie created a promoter (that’s me).

Promoters are customers who not only buy your products/services, they wear your t-shirts, are less price sensitive, and recommend your business to others (as I’m doing now).

While the first employee’s service was ordinary, expected, and made me feel like an interruption in her day, Natalie’s was extraordinary, unexpected, and made me feel like a valued guest.

Care to comment? Be my guest.

Have you ever sensed an adversarial, “us vs. them” mentality from employees of service organizations?

Perhaps you were on the receiving end of what you would describe as rude or abusive behavior? Or perhaps it was more subtle—like dismissive body language or an exasperated sigh? Maybe it did not even involve you and was just something you overheard or observed?

Just last month I witnessed a supermarket employee chastise a customer in the store’s parking lot. When the customer failed to return his shopping cart to a designated cart collection area, the employee called out sarcastically, “Excuse me. That’s not where the cart goes!”

I get it. I know that supermarkets provide signage and make it relatively easy for customers to return their shopping carts to designated areas throughout the parking lot. And most customers cooperate and return the carts as requested. But a few customers do not for a variety of reasons: they have young children in the car, it’s raining, they’re in a hurry, etc.

Why is this employee competing with his customer regarding whose responsibility it is to properly secure the shopping cart? That’s an argument he will never win. After all, it’s his job to collect and return the shopping carts. That’s what he’s paid to do!

The customer’s only obligation is to pay for his groceries. And we can assume he’s done that. Instead of being admonished, he should be appreciated.

Last baseball season I was having lunch at one of the downtown sports bars in Lodo, across the street from Coors Field in Denver. As the game got underway, the restaurant quickly emptied as fans left for the ballpark.

About that time, three couples entered the bar and seated themselves at one of the many available tables towards the front of the bar. I noticed they were carrying burritos they likely bought from one of the many vendors selling food on the streets of Lodo prior to the Rockies game.

Within a few minutes the group was confronted by a server who said, “You can’t eat those in here.”

One of the guests, attempting to reason with the server, said, “We’re planning to order some beers and watch the game.”

The server reprimanded the group saying, “You’re not allowed to bring food into the restaurant—even if you order something to drink.”

From that point on, I was unable to make out what either party said because the comments were mostly under their breath. I can, however, attest that neither party appreciated the other and the group spent no money at the bar that day—and perhaps never will.

Now, I know that restaurants are in the business of selling food and that if every customer brought in his own food, then the restaurant would suffer. And most restaurants likely have formal policies against such “breaches of trade.”

Still, why the jousting? Is there another way the server could have handled this situation that would have resulted in a different outcome—one that might have benefited the guests, server, and establishment?

A few years ago, I was seated in the boarding area at Dulles International Airport awaiting my fate as a standby passenger on the last nonstop flight to Denver. About ten minutes after the last passenger boarded, my name was called and I was given a seat assignment and permitted to board the plane.

As I was the last passenger to board, all eyes were on me as I struggled to find space for my garment bag in the overhead bin. Just then, one of the flight attendants called down the aisle, “Ladies and gentlemen, we can only depart when this man is seated.”

She seemed to relish in using a perverse form of peer pressure to motivate me to quickly stow my bag and be seated. As I had yet to make any friends on the flight—and weary airline passengers can be quite ruthless—I settled into a most uncomfortable center seat for the ride home.

Again, I get the airline’s policy requiring all passengers to be seated with seat belts secured prior to departure but couldn’t this flight attendant have found a way to communicate this message without publicly admonishing her customer?

Always compete for customers, not against them. You’ve probably heard the saying: “You never win an argument with a customer.” It’s true. Even if you have signage to point to or a policy to reference, if you offend a customer then you lose—maybe a little or maybe a lot.

The next time that you draw a line in the sand between you and your customers, consider inviting them to cross the line. That way, you can be on the same side.

How about you? What is your experience or example?

I recently stayed at a full-service hotel in Scottsdale, AZ that offered a nice workout facility with treadmills and stationary bikes that faced a set of wall-mounted flat screen televisions. The audio for each television was accessed individually at the exercise equipment in order for each guest to listen to his/her preferred channel. To access the audio, one needed headphones that could be obtained at the front desk.

One evening, while I was awaiting a colleague in the lobby, I overheard a conversation between a front desk agent and a hotel guest. The guest had gone to the workout facility and realized that he needed headphones in order to access the audio of the television channel or radio station he’d selected. When he asked for a set of headphones, the representative said, “I’ll need a photo ID in order to hand out the headphones.”

Now, think about the realities of this situation. You have a guest who’s paying about $200 to stay in the hotel for the night, who has likely spent the day working and/or traveling to Scottsdale, and who is probably looking forward to a workout before facing another long day in the morning. The guest has changed from his work clothes into shorts and a t-shirt and has left his car keys, driver’s license, wallet, etc. in his hotel room.

The guest explains that, under the circumstances, he does not have a photo ID with him and offered his name and room number in addition to showing the representative his room key. The rep held firm to policy saying, “Our policy requires a photo ID in order to give out headsets. We’ve lost a lot of them in the past.”

Now examine her response. Several things caught my attention:

1.) The word “policy” is contradictory to good service. Customers do not want to hear about policies that stand between them and what they want. Sure, there are necessary policies. For instance, those that address certain legal, ethical, and safety concerns. It’s also advisable to have policies in place to protect the company’s assets (as in this case, involving the headphones).

That said, let’s consider the math in this illustration and see if we can identify the real asset. How much for a set of headphones—like the ones the airlines offer free of charge? I just checked on-line and found a set of Coby Ultra-Lightweight Stereo Headphones for $4.74—and that’s if I only bought one set. In quantity they’re even cheaper.

Now, let’s try and get past how difficult customers are when they fail to adhere to our policies and take an objective look at what this customer represents in financial terms:

At $200 per night (assuming no ancillary revenue from in-room services, food and beverage, gift shop sales, etc.), after you deduct the costs of preparing the room, in-room amenities, etc., you can figure the hotel captured around $125 in gross profit which may dwindle to around $15 per guest room per night in net profit for the company.

Obviously, the real asset in this example is not the headphones—it’s the customer. Managers (who devise these policies) and front-line employees (who get stuck—and, over time, comfortable—enforcing them) need to understand this. Policies must take into account the customer’s perspective and reinforce the value that the company places on its customers. Doing so will create more opportunities to satisfy customers, gain their loyalty and referrals, and grow the business.

2.) Requiring a photo ID in these situations is inconvenient and insensitive. Most customers making this request will be standing there in their workout clothes and will have left their wallets containing photo IDs back in their rooms. Knowing this reality makes the requirement of showing a photo ID impractical for hotel guests who do not want to hassle with returning to their rooms, waiting on elevators, and perhaps waiting a second time at the front desk if a line forms in their absence.

3.) Saying that “we’ve lost a lot of them in the past” implies that customers are irresponsible or dishonest. It’s critical to never offend customers by implying that they are irresponsible or dishonest. If we offend customers, then we are disrespecting them. Most customers will make allowances for a lapse in service. Few will make allowances for disrespect. When disrespected, customers will go out of their way to change providers and will share the negative story with anyone who will listen.

The guest in this situation was appalled at the desk clerk’s reply and lack of empathy. He did not want to spend the next 6 or 8 minutes returning to his room to access his photo ID only to find that the equipment he intended to use was now being used by another guest. His body language told the story: palms flat on the counter, heavy sigh, followed by an abrupt turn away from the rep in the direction of the workout facility.

This guest decided not to joust with the employee who was standing firm on “policy.” Instead, he resigned himself to an audio-less workout—content to read lips on CNN and make his best guess at what the correspondents were reporting.

As service is my business, I find myself observing lots of situations like this one and, on occasion, advocating on behalf of customers. In this case, I offered my photo ID to the rep and requested a set of headphones. She promptly handed them to me and I said, “Great. Now that gentleman will be able to listen to the programming in the fitness center.”

Realizing my intentions, she reverted back to “policy” stating that if the headphones were not returned to the desk, then my room account would be charged $80!

When I approached the guest in the fitness center a minute later and handed him the headphones, he smiled in appreciation and thanked me. It made my day. And to think, the gal at the front desk could have also had a positive exchange with this guest but instead dutifully enforced a customer-unfriendly policy.

Look around your own business. Are there any customer-unfriendly policies in need of revision or, better yet, elimination?

Last night, my family and I visited one of those ice cream parlors that use a heated stone to meld together savory concoctions of an array of sweets and premium ice cream. Because each order is usually custom-made, it takes a bit longer to fulfill orders here than in typical ice cream shops where you order a flavor, a size, and you’re done.

When my family of six entered the store there was only one customer ahead of us. So far, so good. As my kids were deciding on the combination of treats they were planning to add to their ice cream, I noticed another three groups of customers come in behind us. I thought to myself, “Good timing.”

About this time, I realized that the young man working behind the counter was alone. There was no one in back to support the half-dozen or so customers who had lined up behind us. Others noticed too. I was reading the body language of customers who were rolling their eyes, sighing, looking at their watches, and craning their necks over the counter to see if another employee was hiding out in the back room. After several minutes with no forward progress, not surprisingly, the couple at the end of the line walked out.

You might be thinking that this is going to be a blog post about the importance of proper staffing and you’d be half-right. Staffing levels are important. It doesn’t make sense to try and shave labor hours at the expense of customer satisfaction and sales. But staffing is only part of this dilemma. The other aspects are employee attitude and the processes that are in place to mitigate the negative effects of being “in the weeds.”

Our server, Amir, displayed a great attitude. He took a moment to make eye contact with other customers in the line, smiled, and nodded as if to say, “I recognize that you are awaiting service and look forward to serving you.” Instead of appearing rushed and anxious, he smiled comfortably, offered samples to our kids, and served us as if no line had formed. I appreciated that and told him so.

Now, here’s where the processes that lessen the negative effects of being “in the weeds” come in. Having ordered three specials (which included a free kid-sized ice cream bowl for each medium-sized bowl purchased at the regular price), Amir told me that he needed to process three separate transactions. I told him that I was paying with a credit card and it might speed things up to put them all on the same transaction.

He was stuck. Despite sound judgment (and better customer service), he deferred to policy saying, “I know it would be faster but it’s store policy to ring up specials separately.” He was using one of those tiny dial-up machines so the delay (and customer angst) was compounded. So, as customers continued to wait—rolling their eyes, and looking at their watches—he ran my credit card three separate times, and issued three separate charge slips for me to total and authorize three separate times.

It was another example to me of subordinating customer service to protocol and policy. And the customers waited…

So, what’s a service business to do? Last summer, I wrote an article that contains several customer-focused actions that employees can take to get through the inevitable periods of high customer volume that most successful service businesses frequently experience.

Check it out and make sure your staff is prepared to take care of customers during periods of high volume. Also, review any policies that are in place that may not make sense for the customer even if they help you with your internal functions.

After all, customers are the reason that your business has internal functions—not the other way around.