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Find a Connection Point – Part 2: Situational Connection - 10/4/22


Last week we highlighted key topics to consider when you want to find Personal Connection Points with the customer.  Today, we’ll cover some key questions to ask to uncover information about today’s situation that you can use to establish a rapport with the customer.  This is Part 2 - Read more

Find a Connection Point – Part 1: Personal Connection - 9/27/22


Some people are born almost like a master at communication.  They know how to establish rapport with just about anybody, and they do so in a way that seems so natural and so real.  They can form relationships and be laughing with somebody they met two minutes ago like Read more

Be Proactive without being Pushy - 9/20/22


Delivering great customer service isn’t just about responding and reacting.  It’s also about being proactive.  Developing relationships involves reaching out first, not just extending our hand when somebody reaches out to us. But it’s all too clear that those of us who are in service roles prefer those roles to Read more

Be Kind to Yourself When the Customer Isn’t - 9/13/22


I was having a debrief call with one of my clients recently, and this was regarding a survey of employees who work events.  One of the survey questions asked employees for advice on how to improve the customer experience.  When the employees shared their input on the guest experience, Read more

Being the Emphatic Employee - 9/6/22


Empathy is the key quality of somebody who’s great at customer service.  We talk about it often - what it is, how to convey it, what it looks like, and how it makes the customer feel. But along with knowing how to be empathetic, we also need to know how Read more

The Good, the Really Good, and the Ugly of Customer Service - 8/30/22


Here are three helpful customer service stories.  They may not be from your specific industry, but it’s always good to learn from others. The Good… Paula submitted a ticket to the I.T. vendor.  Below the signature line in the reply she received was the following:  Please share your comments or needs Read more

A Great 2-Minute E-mail - 8/23/22


I know.  You probably get e-mails all the time from customers griping about some aspect of your organization or their experience.  You’ve got too much to do and too little time to do it.  I could not begin to tell you how many times I’ve been told by staff Read more

When They Want to Talk to Your Boss - 8/16/22


“I want to talk to your supervisor.” That’s their opening salvo.  Before you can hardly finish your greeting, the customer is asking for your boss.  This is done by a customer who has tried to get an issue resolved, and it hasn’t worked, so they want to go to somebody Read more

When Passive Voice is a Good Thing - 8/9/22


It’s all your fault, Mr. Customer! We may want to shout it from the rooftops, but other than venting and absolving ourselves of guilt, this wouldn’t help much in the grand scheme of things. We have a customer sitting in front of us or on the phone, and maybe they are Read more

They’re Stressed, So You Can… - 8/2/22


Wow!  That customer looks stressed!  Maybe it’s their body language or their expressions; they could be fidgety or talking really fast. In the past, when we offered guidance in these situations, we focused on how to navigate the conversation step-by-step - what points to cover and what points to avoid. But Read more

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The Rising Tide – 5/6/14 TOW

Posted on May 6, 2014 in Customer Service Tip of the Week Please leave a comment


The rising tide lifts all boats. I’m not sure who coined the phrase, but it fits into our workplace just as much as the high seas.

When I wrote the tip about motivating yourself by writing down your daily successes, a reader commented that it would be great to have a team meeting with other customer service staff each morning, and then have staff share one of their success stories from the prior day.

At face value, it sounded like a good idea, and as I thought about the concept and responded to the reader, it began to sound better and better.

Think about having a daily meeting that was simply “5 minutes of positives.” What would it do for you, your teammates, your staff? You could quickly see what one person did great, and pat them on the back. You could learn about how one person handled a tough situation effectively. You could feel good for others and enjoy the recognition when they celebrate your success. You could have a picture of success painted for you every day, creating a consistent focus among teammates on great customer service, and reinforcing what a great job others are doing.

This is about starting your day with 5 minutes of positive energy. This is about not just you or your customer; it’s about your team. It’s about the quality of the workplace continuously improving – creating a rising tide of positives and successes that lifts everyone.

Being intentional about having “5 minutes of positives” can be big in a team developing a common focus on customer service and more confidence in what they do.

Help the tide of your team to rise with 5 minutes of positives.


Adrian Knew the Goal of His Role – 4/29/14 TOW

Posted on April 29, 2014 in Customer Service Tip of the Week Please leave a comment


Last week was about the “5 P’s” of Building Confidence, but this week’s Tip will focus on the most significant one of all: Knowing Your Purpose.

I was facilitating a training workshop of K-12 bus drivers on Service Excellence. During the session, I asked everyone to create a “Personal Mission Statement.” Essentially I asked them “What is the greater good in what you do? What is the bigger reason for your job – beyond the miles you drive, the maintenance you check, the conversations you have?” I was essentially asking them “What’s the goal of your role?”

I told them that I’d give them a couple minutes to write down their thoughts, and soon everyone started writing except Adrian. So I asked Adrian if he had any questions about the assignment, and he said “No. I know exactly what my purpose is.” After giving everyone another minute to write, I asked for volunteers, and Adrian was the first to raise his hand. He said “I’m here to be a role model to the kids. I’m here to make sure they stay straight and give them advice when they need it.”

Now Adrian was probably only 23-24 years old at the time, but he knew his greater purpose. He knew that his true job – the true good he provided – went far beyond the thousands of miles he drove annually. It went far beyond the paperwork he completed and his many maintenance checks. His impact went beyond cleaning the bus and arriving on time.

He knew the goal of his role.

Do you Know Your Purpose? When you clearly understand your role and the greater good you provide for your customer, your co-worker, your company, and your community, you can be more confident in acting. You can be more decisive, because you know what you’re doing is part of your Purpose.

Find your inner Adrian – Know the Goal of Your Role.


Build Your Confidence with the 5 P’s – 4/22/14 TOW

Posted on April 22, 2014 in Customer Service Tip of the Week Please leave a comment


Sometimes a person’s anxiety, worry, indecision, passivity, inefficiency, and lack of ownership can all have the same source – lack of confidence. It could be the student unwilling to raise his hand in class; we could be discussing the leader making decisions simply by not making decisions. Maybe it’s the adult talking with twelve friends and family members about something to gain the 100% certainty that will never exist. Maybe it’s the employee who won’t take on a responsibility because they’re afraid of doing the wrong thing.

Years ago, we shared a Tip of the Week (TOW) that talked about how to build confidence, and what we’re doing today is expanding that list to build your confidence further. To build your confidence, here are the 5 P’s of knowledge-building. You need to “Know Your:”

  • Processes – Learn your organization’s information flows and process flows so you can know HOW things occur and be able to explain the HOW of actions to customers.
  • Policies – Understand the company’s policies and the reasons for them to be able to explain the WHY behind the WHAT to customers.
  • Products – Become well aware of your organization’s products and services so you can easily match the customer’s issue/need/goal to your company’s solution.
  • People – Know who does what in your organization so you’re aware of whom to contact to address a need; also, get to know your customers – ask questions, look at their purchase/participation/service history so you can tailor your response to what makes them and their situation unique.
  • Purpose – Understand your purpose. We’ll address this more in next week’s TOW, but think of Purpose like this – why do you do what you do? Beyond the tasks, meetings, notes, communications, paperwork – what is the greater good in what you do? If you know the ultimate goal of your role, you can be more confident, particularly when what you are being asked to do might not be “within the job description.”

Use this knowledge-based approach to becoming more confident in interactions with customers.

Build confidence by building knowledge.


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