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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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Light Up the Room – 7/3/18

Posted on July 3, 2018 in Customer Service Tip of the Week Please leave a comment


Maybe you are one of those people. Maybe you work with or are friends with one of those people. You know the kind of person I’m referring to; it’s the person who lights up the room. Literally, the positivity, the tone of the conversation, and the energy of the room become more vibrant, more pleasant, more fun, and more enjoyable.

The people who light up the room make the environment better, and seemingly any topic or conversation or point of debate is seen through different, more positive and open lenses.

Whether we’re trying to be a good team player with our co-workers or trying to address the customer’s issues, needs, or goals, so much of how well we do is dependent on whether or not we are someone who turns up the wattage.

The people who light up the room seem to have certain traits and behaviors. They smile more. They tend to move more. They GO TO people as opposed to expecting people to go to them. They seem to connect with others and connect people with others. They’re looking around the room, not operating with blinders on; yet they somehow make each person feel exceptionally important. People who light up the room know how to use their body language to convey openness and interest. Their arms move and rarely stay folded. They ask and inquire. They convey appreciation and say thanks.

If you want to be a great team member or provide great customer service, think about the environment that you are creating for those around you. Think about the impact that you have on the tone of the conversation.

Think about how you can light up the room.

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Do Nothing for the Customer, and Make Them Happy – 6/26/18

Posted on June 26, 2018 in Customer Service Tip of the Week Please leave a comment


Thomas did nothing for me, and I was impressed. I was walking down the hall at my office a couple weeks back, and Thomas, the maintenance manager, stopped me. Apparently, the people in the office next door were suffering from undo heat in the middle of summer, and I had two cooling vents in my office, one of which was unused. The temperature in my office was absolutely fine, as Thomas had made an adjustment for me a couple years ago.

Thomas asked “Are you going to be in the office at 6 AM tomorrow?”

“No,” I said. Thomas said that he would be in my office at 6 o’clock to switch one of the vents over to the hotter office, and he just wanted to make sure he wouldn’t inconvenience me if he was there from 6 AM to 6:30 AM.

When I walked into my office the next morning, everything felt the same. Virtually everything looked the same except there was a tiny bit of white dust on my desk from the ceiling tiles. Thomas obviously had been in my office, he had left, and according to the people in the office next to me, their office was much cooler because of his work.

Technically, Thomas did not do anything specifically for me. He did it for someone else, but I left impressed. He asked my permission before entering my office. He came in at an exceptionally early time in order to avoid inconveniencing me. He did work that I’m sure was physical and somewhat messy, and yet he left my office looking the same as when he entered.

Sometimes we can impress our customers without doing anything specifically for them.

Consider if you do a great job communicating that certain technology is going to be down for maintenance, and since the customer knows that, they avoid those times and never experience the downtime.

Consider situations where an employee sees you waiting or senses you have a need, and they proactively engage you and let you know what they’re doing and why they might be a couple minutes before they can serve you. Essentially the employee is doing work for others, but you appreciate their consideration of you and your time.

You don’t always need to WOW the customer. Just proactively communicate expectations.

Do nothing for a customer, and make them happy.

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Of Ross, Unagi, and the Attacking Customer – 6/19/18

Posted on June 19, 2018 in Customer Service Tip of the Week Please leave a comment


If you’ve ever watched the TV sitcom called Friends, you may remember that one of the characters was named Ross. In one episode, he is trying to educate some of his female friends (who just took a self-defense course) on a concept he calls Unagi. Basically, to Ross, this is a concept that would help him anticipate when he was about to be attacked. Once attacked, then he could use his karate. Of course, Ross got his terms confused; he should have said Zanshin; instead he used Unagi – a Japanese word for freshwater eel.

Ross also wasn’t particularly good at Unagi or karate, as later in the episode his Friends “attacked” him when his Unagi failed, and they got him in a submission hold.

In the world of customer service, it would be great if we had Unagi. It would be great if we had some kind of a radar that could anticipate that customer who is going to attack us or bully us into getting what they want.

Unfortunately, for the most part, Unagi does not exist. However, these are 3 different tactics to consider when you’re faced with a customer potentially trying to bully his way to a particular outcome:

Restrain – Hold back on the urge to verbally fight back with personal attacks against the customer, blaming them for things that have happened in the situation. Once we heighten our emotional level and try to match theirs, usually we’re going to end up having a situation get even worse. Restrain a little bit instead of reacting with defensiveness and our own personal feelings.

Redirect – Consider ways to get the conversation away from the personal attack and away from their solutions to focus more on a scenario where you are redirecting the conversation by asking questions. You’re trying to learn details. You’re trying to understand specifics, and all the while by asking your questions you’re not only getting the conversation to focus on what you want to focus on, but you’re also taking control of the conversation.

Recuse – At some point, the conversation gets too heated; it’s too personal; you may need to recuse yourself from the conversation. This does not mean to ignore the customer and the issue. What it does mean is that sometimes it’s best to bring in a co-worker, bring in a supervisor, bring in somebody else and recuse yourself from the situation. Oftentimes that mere pause for the handoff can deescalate the emotions. By bringing in someone else, it gets the focus off of you and the dynamics with you and the customer. Sometimes the customer feels they’re making progress through a resolution process by viewing the next person (especially if you position the handoff this way) as a key next step in the process.

Why you might not have Unagi, find ways to restrain, redirect, and – if necessary – recuse yourself when you’re dealing with the attacking customer.

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