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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

Customer Understanding Leads to Relationship Growth - 2/13/24


We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered Read more

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Get Your Guru On – 8/25/20

Posted on August 25, 2020 in Customer Service Tip of the Week Please leave a comment

You may have heard of management gurus – these people who seemed to know all and be all, to have the wisdom of 1000 leaders.  Maybe you’ve heard it in your industry as a guru in sports psychology or the master of economics or sociology or human behavior.

And so you don’t roll your eyes at the thought of you being a guru, it’s always helpful to understand the origin of the word.  Upanishads in 10th century to 6th century BC said “The syllable ‘gu’ means darkness, the syllable ‘ru’ means dispeller; he is therefore called a ‘guru’ because he dispels darkness.”

I really like this definition – it goes away from the modern interpretation that gurus are far more brilliant than any of us could ever imagine being, that they are somehow superior intellectually to others.

The Situations with Darkness

With Upanishads’ definition in mind, how can we become gurus in our respective jobs?  The definition talks about gurus being people who can dispel darkness.  So to be a guru, you don’t have to have knowledge far exceeding others.  You just have to have a given situation where you can dispel darkness.

Maybe it’s dealing with the sports fan who is unsure whether to invest in tickets for games this year.  You could be dealing with the local contractor who is struggling with tasks he’s done 100 times because he’s so overwhelmed by economic concerns.  You could be dealing with a patient or a family member whose anxiety and fear of the unknown is understandably high.

How to Bring Light

Einstein once said that darkness is an absence of light, so how can you bring light in these situations?

You bring it in by listening to the other person.  You bring it in by truly trying to understand what they’re going through, even if you’re not going through it yourself.  You try to identify what is causing that darkness and see if there are some solutions that can be brought to light.  You try to bring some lightness in tone to the situation – often people are so concerned and burdened that just the positive/pleasant/upbeat tone and some levity, appropriately delivered, can bring light in the situation.

Being a guru can mean dispelling darkness.  It can be you enlightening them on new information.  It can be you bringing to light something that’s unknown to them, that may work for them.  It can be you being light at times in the tone you take.

To truly be a guru, understand what could be causing their darkness and dispel it by enlightening them, bringing solutions to light, and bringing a lighter tone whenever possible.

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Improve the Health of Your Client Interaction – 6/27/17

Posted on June 27, 2017 in Customer Service Tip of the Week Please leave a comment


According to a recent article on patient satisfaction and high quality customer service in healthcare settings, there are three consistent keys to a great patient experience – particularly in outpatient surgery facilities. These core takeaways apply to virtually any business.

First – “Make a connection: Smile and introduce yourself to patients and family members.” This gets at the need for a great first impression, initiating communications with customers, and personalizing the interaction.

Second – “Set the expectation of service: Share with the patient what will happen, when it will happen and about how long it will take.” We often note that typically 40% of customer dissatisfaction occurs because the customer expected one thing, and the company delivered another. Take ownership over setting realistic expectations of what will happen and when it will happen.

Third – “Say thank you: Within days of providing care, send the patient a thank you note with handwritten messages from staff members.” It’s tough to overstate the importance of conveying appreciation to the customer. The other part of appreciation noted in this third best practice is to not just do it on the spot, but also share appreciation after the encounter. Typically, those post-encounter messages of thanks are a surprise – and carry extra weight in the customer’s evaluation of their last impression of you and your organization.

It’s about being pleasant, proactive, and personalizing. It’s about setting and managing customer expectations of tasks and timing. And it’s about appreciating the other – at the end of the encounter as well as in that unexpected follow-up.

Improve the health of your client interaction with these healthcare best practices.

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What You Do Shows What You Value – 6/30/15 TOW

Posted on June 30, 2015 in Customer Service Tip of the Week Please leave a comment


In the middle of the call with the customer service representative, the rep said “I need to let you know that I’m scheduled for my lunch break in 1 minute, so someone else will be handling your call.” One minute later, the caller heard “Hold, Click” and background music. What did that interaction say about what was important to that rep?

After the discharge nurse finished giving discharge instructions to the patient, the discharge nurse left the room. It was shift change, and the first shift nurse who had cared for the patient for the past 3 days was officially off-shift. But that nurse waited until the discharge nurse was done, walked into the room, wished the patient well, and gave the patient a hand-written thank you card. What did that say about what the first shift nurse values?

The customer went to return some shoes in the guest services department of a major retailer. There were three staff behind the counter – ten feet behind the counter to be exact. They were sitting down with their backs to the customer, looking at computers. The customer had to loudly say “Hello!” to get their attention. What did that interaction say about what was most important to the company and the staff?

These three true stories illustrate a very important point. What you do in customer service situations is a reflection of who you are with others, what’s important to you, and what you value.

Make your actions reflect the best of you.

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