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From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

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Be SomeBODY to Your Customer – 12/18/18

Posted on December 18, 2018 in Customer Service Tip of the Week Please leave a comment


Jenny lives on a farm, and she’s often running errands to get things for the animals or the family. She goes to one particular store to get her hay, and she always chit-chats with the person at the register. Marie is always friendly and cordial, and Jenny always buys a cup of coffee when she’s there.

At times, Jenny goes to get take out, and she has a special place where the family loves its Philly cheesesteaks. This is not in Philadelphia, and this is not necessarily one of those great hole-in-the-wall eateries. It’s essentially a chain restaurant at a mall, but Jenny goes there because she likes the Philly cheesesteaks, and she enjoys chatting with Mitch; he’s basically the point person at the restaurant, filling orders and engaging the customers.

Jenny can get hay anywhere, but she especially enjoys going where she’s going. She’s not just there to get someTHING, but she goes there because she interacts with someBODY that she likes. She is literally paying for the hay, but she is also paying for the experience and the rapport and the enjoyment of talking to Marie.

She could literally get a Philly cheesesteak at places closer to her than the 15-mile drive to the mall. However, she enjoys the food, and she enjoys chatting with Mitch. She enjoys not just getting the THINGS she ordered, but she enjoys talking to someBODY pleasant while she’s waiting on her meal.

It is not all about the product, people!

Even if that’s what the customer may be literally paying for, in reality, many customers are also paying for the experience. They’re not just buying someTHING, but they want to have a good experience with someBODY.

Even though you might sell a product or service – a meal for the horses or a meal for the family – be SomeBODY to your customer.

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A Representative Success! – 12/11/18

Posted on December 11, 2018 in Customer Service Tip of the Week Please leave a comment


I was in a meeting recently with a client, and it was interesting to chat with one of their best customer service representatives. This is an employee who works with the same business clients every month, and when she described what she does, best practices started flowing.

She knows her customers so well that when she sees their phone number pop up as they call her, she immediately knows who it is that’s calling. She immediately recalls: Jane is a cat person; Bob’s been having a hard time lately. She then starts the conversations by asking about their kids or their family or their work or their pets.

She thinks of these nuggets and utilizes them for those she cares about – her customers.

There are thousands of individual products and hundreds of pieces of equipment and parts that her company sells and services. But she is exceptionally knowledgeable about the details such that she not only knows what the product is, but she also knows which clients might be interested in which products based on which promotions.

She is fortunate to be in a company where the culture is more about relationship-building and development than it is about quick handle times on the call. That positive cultural focus enables her to be patient with the customers in-the-moment as well as to think long-term about how she handles the call today and the impact that will have on her relationship and sales moving into the future.

She communicates frequently and freely with her regional sales managers, and they have a clear understanding of when and why one would communicate with a particular client versus the other.

The skills and attributes of this individual are the skills and attributes of somebody who truly cares about her customers and cares about her job as well. These are attributes that focus on long-term thinking, and the result is long-term success.

Learn from this representative’s best practices!

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Of Carly Simon and Corey Feldman – 12/4/18

Posted on December 4, 2018 in Customer Service Tip of the Week Please leave a comment


Anticipation. It’s a fine song by Carly Simon. She talks about how it (anticipation) is making her late, and it is keeping her waiting. The song is also the theme for the cheesy Corey Feldman 1970s Heinz Ketchup commercial. But that definition of “Anticipation” talks about the feeling you have while you’re waiting for something to happen.

In customer service, we often talk about the other definition of anticipation. This definition relates to trying to identify a potential customer need before it’s ever voiced to you. You anticipate that they have an issue. You anticipate that they’re about to run into an obstacle. You anticipate that they have a particular need that they want to share. In this sense, anticipate suggests you are almost predicting what is going to happen, and the benefit of the anticipation is you can be proactive.

So how do you anticipate? Since the action isn’t yet occurring, you’re looking for cues. You’re looking for that look of frustration or hostility or confusion on the part of the customer. You’re listening to the hesitancy in their voice, or you’re noticing the change in their mannerisms. You’re thinking about customers who’ve been in a similar situation who started to go down a direction that this customer may go as well. You’re relying on your history and knowledge to serve as a predictor of the future in the moment with this customer. And you’re looking at the cues that they provide or their emotions or the direction that they’re starting to head.

To be great at customer service, it’s not always about reaction. Oftentimes, it’s about proactively identifying what steps you can take even before the customer realizes their needs and voices them to you. It’s about you reading the situation and getting ahead of the curve.

To be great at customer service, be a great reader of that customer in front of you or on the phone with you. Think about them in light of all the different customer interactions you had in the past, and anticipate their needs.

Anticipate in order to offer exceptional service.

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