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Be Amazing - 4/23/24


Watching Michael Jordan steal a pass and then dunk a basketball is amazing.  Taking a rocket to the moon is amazing.  The taste of my mom’s homemade beef soup is amazing. We all have our personal examples of what is amazing.  Usually, it’s something that we cannot comprehend, that we Read more

Talk About Yourself to Build Customer Confidence - 4/16/24


When you’re dealing with somebody who is anxious or nervous about a situation, a customer who feels like they don’t have much control, an individual who is unsure and uncertain, it’s important to put the customer at ease.  It’s important to build their comfort level.  It’s important to help Read more

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

“You’re the Boss” - 2/20/24


Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to Read more

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Rapport in 90 Seconds – 1/17/17

Posted on January 17, 2017 in Customer Service Tip of the Week Please leave a comment


Sometimes we’re meeting the customer for the first time. It’s going to be a brief conversation, but we still want them to end the conversation feeling valued, comfortable, and confident – we want them to have a great experience.

Maybe there’s not enough time to establish a relationship, especially if you only have 90 seconds with the customer. So how can you at least establish a healthy rapport?

First, initiate and greet. Go to them, if possible, to initiate the conversation. Let them know you’re available and happy to help. Greet with some energy (not overbearing, but definitely not flat). Focus on them, and be friendly/courteous.

Second, make it all about them. Ask about their interest, their issue, need, or goal. Asking puts the focus on what’s important to them, making them feel important and valued. Restate your understanding to convey their situation is understood, and make it conversational – flowing dialogue is often key to rapport-building.

Third, share a little about you. It’s all about them, so what they need to know about you is that which makes them feel valued, comfortable, and confident. Valued – how what you do addresses their need. Comfortable – use your name to personalize. Confident – convey that you’ve helped others in similar situations.

Finally, let non-verbal factors communicate for you. Ensure that your body language and tone of voice back up what you’re trying to accomplish with your words. Engage with the body language, expressions, and tone in a manner that conveys you’re focused on them, empathetic, positive, and service-oriented.

Regardless of how much time you have with the customer, communicate in such a way as to engender positive feelings about you and your organization.

Establish rapport in 90 seconds.

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Dealing with the Treasure Hunter – 1/10/17

Posted on January 10, 2017 in Customer Service Tip of the Week Please leave a comment


The customer is asking you question after question after question. They’re engaged and pleasant, but they’re turning what’s normally a 30 second quick talk into a 3-minute conversation.

It’s easy to get impatient with these customers because they’re taking up more of your time than normal. It’s easy to get frustrated because they’re firing question after question at you, and you have TONS of other work to do, so many other customers to serve.

What’s going on?

You’re dealing with the Process Customer. They want details. They want realistic expectations. They want the treasure map to their desired pot of gold.

To deal with these customers most effectively, consider them to be like a Treasure Hunter. They want the map. They want the clues. They want to know the potential pitfalls to avoid and the clearest path to take. It’s all about getting to the treasure, and they don’t want you to tell them just the next step. They want the map – with all its clues and paths and steps detailed.

Handle them this way. Tell them your understanding of their goal. Note the next steps, who will do what and by when. Give them a (process) map or a checklist of ALL the steps. Then confirm they understand the plan before you wrap up the conversation.

With these Treasure Hunters, you also have to be conscientious about telling them when steps have been accomplished, when action has occurred, when roadblocks have been encountered and overcome – in other words, be proactive with status updates.

So why are we handling these Treasure Hunters in this manner? Because the more you build their expectations with clarity and the more you build their comfort, then the more you’ll build their confidence.

And the more clear, comfortable, and confident they are, the less they’ll be contacting you and your co-workers repeatedly for updates, with questions, and with concerns.

When encountering a Process Customer, treat them like a Treasure Hunter.

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Be a Good Teammate – 1/3/17

Posted on January 3, 2017 in Customer Service Tip of the Week Please leave a comment


For few people in customer service, the customer experience always and solely is dependent on just them. More typical is for employees to rely on I.T. to keep the systems up and running. Staff rely on co-workers to offer suggestions and strategies to help inform decision-making. Oftentimes, staff have to work together to resolve issues or to deliver on a customer need.

In short, we’re teammates, and we need to be good or great teammates. The better we work together, the more efficient is the organization, the more harmonious are our internal relationships, and – oh by the way – the more satisfied are our customers.

But what does it mean to be a good teammate?

One strong definition to consider is this: A good teammate makes others around them better.

And how is that done? Think about football players trying to motivate each other to make a comeback; think about community members working together to build a home for those in need; think about nurses, doctors, and aides working in a hospital to care for a patient.

Good teammates have a sense of the psyche of their co-workers. Who needs encouragement? Who needs a gentle boot to the fanny (figuratively speaking, of course)? Who needs to be more self-aware? Who needs to be asked for their input?

Good teammates enable the success of others. Reply quickly to requests for help. Give clear, specific, documented communications. Do your part of the job by the deadline, and communicate it’s done.

Good teammates don’t intentionally put co-workers in a bad spot. Share information that may help the other. Don’t aggravate a customer that might complain to one of your co-workers. Do things right the first time with customers so co-workers don’t have to clean up your mess.

For 2017, think about how to be a good teammate.

Make others around you better.

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