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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

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

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Facial Recognition is the Future of Customer Service – 3/26/19

Posted on March 26, 2019 in Customer Service Tip of the Week Please leave a comment


According to a recent New York Times article, facial recognition is the future of retail customer service. A trend in technology for retail businesses is to utilize facial recognition technology in order to better know who is entering your business. The idea is that if somebody within that store can instantly know as much about you based on a picture of your face that is run against a database, they can instantly tailor their sales or service encounter to you.

This “revolutionary” approach to better knowing the customers without them knowing that you know them (hope that wasn’t too confusing) includes utilizing your phone GPS trackers to tap into your social apps to learn about you immediately upon your arrival at the store.

Before this sounds too “Big Brother-ish,” the only thing truly revolutionary about this is the technology piece. Facial recognition is something that every customer service employee in every organization should know how to do for customers that are walking through their door. It’s important to be able to look at someone and gauge whether they are happy or angry, they’re confused and looking around or confident and moving toward a particular area, whether they are disinterested parties following their spouse around or people who are lighting up at the environment that they just walked into in the store.

These are skills that every employee needs to have because every customer is different. Employees need to be aware of the body language, aware of the expressions, aware of the movements of the individual and their gestures – because having some sense of what these mean gives you some insights into how to approach and address a customer.

Before we wait until that time where we walk into any store and immediately every sales representative pulls up a detailed personal bio that makes a ton of assumptions about who we are as a person based on what website we went to 3 days ago, let’s first make sure our employees truly understand how to read somebody that’s standing in front of them. Let’s ensure that we care enough to view the uniqueness of any customer in a way that no app can truly convey.

Technology facial recognition maybe the future of retail customer service, but customer recognition is the past, present, AND future.

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Customer for Life – The Second Step – 3/19/19

Posted on March 19, 2019 in Customer Service Tip of the Week Please leave a comment


Two weeks ago, we shared a Customer Service Tip on how to get (and keep!) a Customer for Life. We addressed the First Step, Knowing what you need to know about the other person. Now, we’re sharing the Second Step. To develop a relationship with anyone, there has to be some semblance of ongoing communication. There has to be some kind of dialogue that is not all about you. It’s about listening to the other person, about seeking them out and sharing something of value, or listening to something being shared by them.

For those of us that are trying to deepen relationships with our clients and grow our business with them, oftentimes we can get into a habit of communications being all about selling. Communications become all about pushing information. It gets to the point where, whenever they hear from us, they’re hearing about us and our products and services.

But think about what makes for a good relationship. There is informal as well as the more formal interaction. There are not long periods of dead silence. There are enough ongoing communication touches that the relationship never goes stale.

The Second Step in gaining a Customer for Life is to have a strategy that you implement that ensures that you don’t go too long between communications with the other person. This strategy has a mix of formal and informal touches. You’re not constantly pushing information to them, and sometimes you’re just engaging them in informal discussion.

Sometimes you’re asking them questions to learn more about them. Sometimes you’re requesting information or being inquisitive. And sometimes you’re providing something just because it’s the right thing to do even if there is no direct tie into a new sale.

In other words, care about them as an individual enough so that more than half of your communications with them are either helping them out, generally keeping in touch, or asking them about themselves.

To create a customer for life, take the second step. Make it about them, and never let the relationship go stale.

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Customer for Life – The First Step – 3/5/19

Posted on March 5, 2019 in Customer Service Tip of the Week Please leave a comment


This should be the goal, right? That our clients today will be our clients tomorrow and well into the future. That their loyalty grows, their business with us grows, their referrals grow, and it is all part of a relationship that grows and develops over time.

But what’s the First Step? To answer this question, think about the first step in developing a relationship with anyone – a friend, a co-worker, or anybody else that pops to mind. If the goal is to have a relationship with somebody, we’re not talking about JUST what to do in that instance or that one encounter. We’re talking about how to begin the process of communication and conversation that is going to occur over time. It’s about going beneath the surface to go from chit-chat to rapport to relationship.

Regardless of what event or phone call, what meeting or issue or question created this first encounter, the first real step in creating the customer for life, creating that relationship, is beginning to know the other person.

Who are they? What do they care about? What are their priorities? Who are their friends and family members? Even, what are their values or those things that factor into their decisions?

When you’re thinking about creating that customer for life, before you ever engage anybody, identify what are those things you really want to and need to know about the other person to form a relationship. Write those questions down.

Make some of them a part of every engagement, where you’re not just reacting to them or sharing information with them, but your inquisitiveness and your questions convey that you care enough about them to get to know them a little bit better every time you communicate.

To create a customer for life, take the first step. Know what you need to know.

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