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Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

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Reach Out to Customers the Right Way – 3/31/20

Posted on March 31, 2020 in Customer Service Tip of the Week Please leave a comment

Depending on what industry that you work in, business is either booming, or it’s greatly slowed down.  I’m not sure if there’s much of a middle ground these days – where industries are working as normal.

If you’re in one of the industries where business has slowed, there may be an opportunity for you, and a need to address.  When customers are not coming to us as often – to take out a loan for a financial institution, to order products, to buy tickets to a sporting event, to submit plans for new construction – those are times where we lose touch points with our customers. Those are times when we lose contact. Those are times where there are gaps in the communication which can lead to relationships going stale.

Therefore, these are times when we need to ramp up our proactive communications with customers.

Three Types of Proactive Touches – Pick the Right Ones

Too often, businesses view proactive touch points with customers only as opportunities to market and sell. However, you may recall that we recommend three different types of touch points with customers.  One obviously is a proactive communication where you’re marketing and selling, but the first touch point is one where you are seeking information from your customers, asking questions, conducting short surveys, or inquiring about the customer.  The second is actually a proactive push of information, but it is not sales and marketing-oriented. Instead, you are sharing information of value. You’re trying to help the customer.  You are offering educational information to help them personally or professionally.

So, two of the three proactive touches have nothing to do with marketing and sales, and these softer touches are the ones to ramp up at times like these.

When the number of times that your customer reaches out to you goes down, ramp up the number of proactive touches to your customers.  But with empathy, remember that these touches are focused on learning about them and how they’re doing; these touches are about providing information valuable to them – to help them.

Keep your proactive communications with your customers going.

Don’t let relationships go stale.

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When Jack Gave Arnie a Tip – 1/21/20

Posted on January 21, 2020 in Customer Service Tip of the Week Please leave a comment

Jack Nicklaus may have been the greatest golfer ever.  Many think that Arnold Palmer was the most important golfer of the 20th century.  These two greats were contemporaries, so they became competitors and friends all at once.  And when somebody who is one of the greatest of all time gives you advice, you should take it, right?

Since these players spoke thousands of times over the years on the golf course, advice was often shared.  One day, Jack walked over to Arnie on the practice range, and since Jack was one of the greatest high ball hitters in history, he offered Arnold, a low ball hitter, a little bit of advice on how to get the ball up in the air when needed. Arnold thanked Jack, and he tried the advice, but the tip didn’t work.  

It was advice from one of the greatest ever, but it just didn’t work.  It doesn’t mean that the advice wasn’t good; it means that particular advice did not work for that particular person to address a particular need.

Luckily for Arnie, he realized that just because the source of the advice was great, that didn’t mean that the advice would work for him.  He understood it wouldn’t work because he understood himself.  He understood what his strengths were and how he went about doing his job.  He understood his skill set, what he was capable of, and what he was not capable of or not comfortable doing.

It’s the same for us.  None of us are perfect.  None of us are at the peak of all of our skills or abilities in the working world, so we need to be open to suggestions.  We need to be open to guidance and direction.

However, before we take on any advice and try to utilize it exactly how it’s given, make sure we start with an understanding of ourselves.  We need to ensure that what has worked for someone will truly work for us, because we are different people with different skills and abilities and perspectives.  We need to consider the advice and guidance, but make sure we do it with an understanding of who we are.  

When someone gives you a tip, consider it, but consider it through a lens of self-awareness.

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Service, Sports, and Self-Control – 10/29/19

Posted on October 29, 2019 in Customer Service Tip of the Week Please leave a comment

When I was growing up, I played a lot of golf. I practiced a lot, and I could score pretty well. However, when something went bad, when I hit a tee shot into the woods or dumped an iron shot into a lake, I would become unglued. Then every other shot, every other hole, was an emotional challenge. My attitude suffered, and my score suffered.

These days, I rarely play golf, but when I do there is so much less negative emotion involved after every mistake or every missed shot. Even though I miss-hit a lot more shots than I did when I was playing and practicing, one bad shot does not automatically lead to another. One bad hole does not automatically lead to another.

The difference is partly attitude, but it is also self-control. Self-control has a huge effect on an employee’s success in customer service as well.

It’s very difficult to talk to people via the web, via the phone, face-to-face, and via text, and to be consistently good if we allow one bad encounter to get to us. In customer service, it’s difficult to deal with the angry customers (and the occasional crazy customer!) if we allow that interaction or that one word or just that person’s “way” to influence what we do the rest of the day.

Self-control means making sure that we are listening to our bodies and monitoring our thoughts in these difficult circumstances. It means trying to stay loose and open mentally and physically despite the tension that surrounds us.

Having self-control is about controlling our emotions, being able to get through our initial reactions and – instead –respond in a way that is not knee-jerk. Having self-control means talking positively to ourselves when we’re getting ready to go into difficult meetings or hop on calls with customers who we know have issues. That level of self-control and managing our own emotions will help us to manage our part of the conversation that much better.

The idea is that bad stuff is going to happen in the business world just like I’m going to hit the shot out-of-bounds or I’m going to miss a 2-foot putt in golf. But if you have self-control, bad circumstances do not frustrate you as much. When you do something wrong, you’re not is likely to get angry with yourself, and when bad things happen at one point, you’re less likely to allow those situations to snowball throughout the remainder of your day.

Get in the habit of doing some self-monitoring of your thoughts and emotions so that you have the self-control you need to not let one bad apple or one bad encounter lead you into a bad day.

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