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Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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Unleash Your Persuasiveness – 7/31/18

Posted on July 31, 2018 in Customer Service Tip of the Week Please leave a comment


Sometimes the facts are not enough. The customer is irate, or they don’t like the alternative you’re suggesting. You need them to do something, and they want you to do it. They need to do options A or B, and they want to select imaginary option Z.

You need to persuade them so that the right choice or a reasonable choice or the best choice for them is the one they select. So how do you unleash your persuasiveness?

Here are four (4) key points of consideration:

  • Identify what’s in it for them, or how it would benefit them. Then reference this in the conversation. The customer is more easily persuaded to take a certain action if they understand the benefit to them of taking that action. Instead of purely understanding what needs to be done and understanding why it’s beneficial to you or your organization, use a little empathy to understand what’s in it for them.
  • Model positive behaviors – nods, eye contact, smiles. Persuasion is not just about the words you use. Persuasion is something where they are feeling the positive energy associated with the option you’re promoting. They feel the confidence that you have not only in what you say but how you’re saying it. They feel a level of sincerity in the message you’re sending. You do this with your body language and tone of voice as much as you do it with your words.
  • Build their confidence by sharing successful experiences in a simple/relatable way. Let them know you’ve done this successfully with others. Oftentimes, customers come into situations with one solution in mind, and if that solution is not the one you’re suggesting, they need to be able to envision a successful outcome clearly like they’ve already envisioned that outcome using their own solution. So talk about other customers that have successfully utilized this option; talk about clients similar to them where this has worked well. Keep it simple, and make sure they can relate to the examples of success you provide.
  • Uncover their concerns with the potential solution/alternative. In the end, what you’re really doing is overcoming their fears and concerns about the option that you’re providing. So ask them why they would prefer a certain option. Ask them what in particular is causing them to hesitate about selecting a particular alternative. The more you can uncover the specific concerns, the better you can address them.

 

Unleash your innate persuasiveness!

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Vive La Différence! – 7/24/18

Posted on July 24, 2018 in Customer Service Tip of the Week Please leave a comment


Even though my last name is French, I don’t speak French. So despite this Tip’s title, this Tip will definitely be written in English. This Tip is about understanding differences and benefiting from those differences. Here are some scenarios for you to consider…

There’s a difference between walking to a customer in a waiting room and sitting in the chair next to them to give them an update as opposed to hovering over them as you share the information.

There’s a difference in making eye contact with a customer waiting in line, smiling, and saying “Yes, I’d be happy to help you now” as opposed to yelling out “Next!” while your head is looking down at the computer.

There’s a difference between standing up and coming around to the side of the counter to engage the customer versus remaining in your chair and waiting for them to ask for help.

There’s a difference between walking up to somebody who enters a room and extending your hand to shake theirs as opposed to remaining where you are with your arms crossed or your eyes fixed on your phone.

There’s a difference between turning your computer monitor so the customer can see what you’re doing and pointing out items on the screen versus just staring at it intently on your own while your customer waits for you to ask the next question.

There’s a difference between an employee pulling up information on their phone or laptop and showing you the pricing or the inventory or the product specs versus the employee finding the information and simply telling you.

These are all examples of differences in employee behavior in face-to-face situations. Whereas the answer or the product or the service or the solution may oftentimes be the same, the first example in each one of these scenarios results in a far more positive customer experience. Those first examples show more engaged employees, more pleasant environments, more proactive actions, and more customer-focused approaches.

When you’re thinking about how to handle certain situations, share information, or make that great first impression, remember there’s more than one way to handle that encounter.

Vive La Différence!

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It’s Their First Time – 7/17/18

Posted on July 17, 2018 in Customer Service Tip of the Week Please leave a comment


You’ve provided this service to hundreds of customers. You’ve dealt with this issue 50 times. You sold this product or held this meeting or done this paperwork or worked through this process so many times you can do it in your sleep. For the customer, however, it’s their first time.

It could literally be their first time buying this product or asking this question or having this issue. Maybe they’ve run into it once or twice before in their lives; regardless, it’s a good mindset for all of us service providers to have that we need to treat the situation like it’s their first time. If this was a brand new customer walking in the door, how would you want to handle this situation differently?

  • You may want to be more patient, because they may have lots of questions.
  • You may need to introduce yourself and tell a little bit about the company, because this may be their first exposure to you or your organization.
  • You may want to start from the beginning about how things work, not making assumptions about what they may already know.
  • You may want to welcome them and be appreciative for their making the decision to invest their time and money in your organization, so they feel like their business is valued.
  • You may be more likely to want to give them handouts or show them specific pages on a website, because they are probably receiving so much information they can’t remember everything only given to them verbally.
  • You may want to confirm they understand what you’re saying, what expectations you’re setting, what it is that you are to do versus they are to do.
  • You might explain what’s going to happen next in the process, because they’ve never experienced your process before today.

 

When you view your encounters through the lens of a new customer – one who is there for the first time – many ideas can pop to mind about how you might handle that situation differently to make sure they are as comfortable and confident as possible with you and your organization.

Do this exercise on your own or include co-workers. Ask “What would we do differently if we knew this was the customer’s first time?” Then start to build your standards for engaging customers, the information you provide and how you provide it, and the time you allocate to customer engagement around what would create the best experience possible for everyone.

View your customer encounters like it’s their first time.

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