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Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

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Flip the Script – 6/6/17

Posted on June 6, 2017 in Customer Service Tip of the Week Please leave a comment


Patti had had enough. Her cable was out, so she called the cable company, and after holding for close to 20 minutes, she got a call center representative on the phone.

After sharing the problem with the employee, Patti was told that the cause of the issue was in the home. She was told several different steps to take to reboot, reconfigure, or reset her system. Nothing worked.

Unbeknownst to Patti, at the same time, roughly 20 neighbors were also interacting with the cable company, dealing with the exact same issue, and the solutions weren’t working for any of them.

It’s probably apparent to you now what was happening. The 20+ customers couldn’t fix the issues in their homes because the issue wasn’t in their homes. The issue was cable-related outside the homes. Initially, the cable company didn’t know it, so – initially – they wasted their time and the time of the customers in trying to have the customers resolve the unresolvable issue.

Sometimes to see what should be done, we have to look at an example of what should not have been done.

Let’s flip this script.

What if the cable was never down? Or if it was down, what if the company would have sent a notification to customers sharing the concern and the action they were taking to investigate – with a time set for the next communication?

What if Patti called, but the wait was less than one minute, and the employee greeted with a name and an immediate understanding of the issue based on the phone number calling? The employee knew about the communication the company had sent, was empathetic, patient, and apologetic. What if the employee explained the process of researching the issue, provided typical resolution timelines (or at least reasonable expectations), and promised a follow-up e-mail at the customer’s request?

One interesting and easy way to envision great customer service is to first envision or discuss a horrible experience. Break down what went wrong, and then build up an example experience that would illustrate what it would have looked like had everything gone right.

To get better, flip the script.

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Why Your Customers Would Leave – 5/30/17

Posted on May 30, 2017 in Customer Service Tip of the Week Please leave a comment


We’ve written several TOWs over the years on Client Relationship Development, Touch Point Planning, and Retention & Growth strategies, and all – in some way, shape, or form – address Retention Drivers. We’ve offered many examples of Retention Drivers for particular industries like Sports, but let’s discuss how you determine the specific Retention Drivers for your business.

Why do customers stay with your company…and why would they leave?

Here are several questions to consider in order to uncover your customers’ unique retention drivers:

  • Why did they buy from your business in the first place, and is that part of the reason why they would buy again?
  • What aspects of their experience in working with your business have a significant impact on their decision to buy again?
  • What is it about the brand or reputation of your company that resonates most with them – and makes them want to be affiliated with you as a customer?
  • How much do they value having strong customer service and account relationships with your organization and your people?
  • How do they define “value,” and how important is value in their decision to return?
  • What is the most important factor in determining their willingness to return, and how do they perceive that your organization performs in that factor versus competitors?

Note that most of these questions focus on what’s MOST IMPORTANT to them and what actually drives decision-making. Keep in mind that many people will say that Price or Convenience or Customer Service or Speed of Delivery is important to them, but what actually causes them to choose Company A v. B?

Also note that these questions force us not to make assumptions. For example, don’t assume that the reason they bought first is why they continue to buy. Don’t assume that how you define your company’s competitive advantage matches how your customer perceives your business v. competitors.

Ask yourselves these questions (better yet, ask your customers), and learn their unique Retention Drivers.

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Self-Scouting – When it’s all about You – 5/23/17

Posted on May 23, 2017 in Customer Service Tip of the Week Please leave a comment


Every professional football team scouts its next opponent. To scout, you look at the other team. What’s their style of play? Who are their stars? What are their tendencies? What are their strengths and weaknesses?

The better the team knows its opponent, the better it can plan to perform its best – trying to mitigate the other’s strengths and capitalizing on its weaknesses.

But these teams also “self-scout.” They analyze their own team as if they were the upcoming opponent. They evaluate themselves just like an opponent would do so. It’s a way for the team to assess and improve itself. Self-scouting is a tool used to continually stay self-aware, fresh, and improvement-oriented.

So if you’d like to be a little more self-aware, fresh, and improvement-oriented, try a little self-scouting.

What is your communication style? Are you energetic or flat? Are you proactive or reactive? Do you ask, or are you passive? Are you overly chatty or concise? Then ask yourself whether any aspect of your style could be improved to have more effective outcomes, more efficient conversations, more relationship-building rapport.

In what ways are you a star? Is it your energy, attention to detail, follow-through, or organizational skills? Does your team-oriented way of supporting others or your natural method of engaging people make you stand out? Answer these questions, and find ways to “Strengthen Your Strength.”

What are your tendencies? Do you talk over the customer or – conversely – let them go on talking forever? Do you think too much about other things (or do other things) when engaged with the customer? Does your patience wane late in the day? Are you too critical of yourself? Of others? Of the customer?

Getting better requires that we understand how we are today – our style, our strengths, our tendencies.

Do a little self-scouting.

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