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Everybody Doesn’t - 2/25/25


Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he Read more

A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

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

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Emotions Take Energy – 3/1/16 TOW

Posted on March 1, 2016 in Customer Service Tip of the Week Please leave a comment


Are you ever been exhausted at the end of a day? How about the end of a conversation with a co-worker? Are you worn out by a tough talk with a difficult customer? Maybe the effort you put into the day, the stubbornness of a co-worker, or the attitude of the customer just wore you down. Or – just maybe – your own emotions that bubbled up are what wore you down.

Ever wonder why pro golfers are noted as being so steady, so calm? Some of that is because it helps them to focus on the immediate task at hand – the next putt, the next drive, visualizing the next shot. They can’t have the quality of what they’re about to do negatively impacted by what they just did (even if it was a good shot). But they also are walking and swinging for 4 hours straight, and they need to have strong energy of body and mind on the 18th hole just like they did on the 1st hole.

Emotions take energy.

When we teach classes on how to defuse the upset customer or co-worker, we talk about letting the other person vent – let them blow off steam. Once they’re given time to vocalize their concerns, many naturally settle down. Why? Because they’re tired – they just expended a lot of energy through their emotional outpouring.

So there are two lessons to learn here – First, realize that when you expend emotions when engaging others, it’s going to take some of your energy. Emotions are wonderful things when channeled for good, so ensure that you’re saving that emotional energy for times when you want to celebrate and do for others or pat yourself on the back. Try not to let yourself get so emotionally involved in things that don’t deserve your energy. Focus on the task, the details, the next steps – convey you care without carrying emotions into everything you do.

Second, use the knowledge of the emotions-energy link during tough customer and co-worker conversations. Realize that allowing the other to vent helps to wear out the other and bring their emotions down. Conserve your energy as they expend theirs; then you can work from a lower key and more objective position to start resolving issues.

On those low energy days and during those tough talks, remember that Emotions Take Energy.

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When It’s Definitely Okay to Fail – 2/23/16 TOW

Posted on February 23, 2016 in Customer Service Tip of the Week Please leave a comment


Do you ever encourage failure? Do the leaders in your organization say “please fail?”

While rarely – if ever – should failure be the goal, fear of failure can lead to mediocrity. Avoiding the potential for failure can lead to inaction. And in a competitive world, it’s ironic that mediocrity and inaction eventually lead to that same failure that a company (or individual) is trying to avoid.

I heard a basketball coach recently mention that success in the game is built off many failures in the practices. In a business sense, success in serving a customer is often built off trial and error in a company’s “practice sessions.” A successful journey toward a goal often involves healthy conflict and creative ideas tossed aside for even better ideas.

It’s okay to fail in a company’s practice sessions. It’s okay to have healthy conflict and toss good ideas aside for better ideas.

Those failures are what make greater success possible.

What are your company’s practice sessions? Are they role-plays on customer situations? Is it user-testing of a new web portal? Is it piloting a new process or approach to serving customers?

What are your company’s idea-generation sessions? Are they robust enough that there’s conflict and deep, thought-provoking discussion? Are enough ideas being generated that the good can be set aside for the better, and the better tabled in favor of the best?

Identify in what you need to succeed as an organization. Then create opportunities to practice possible situations. Develop and debate ideas to move toward the best solution.

Create opportunities to fail so that you can move closer to success.

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With Customer Complaints, Forewarned is Forearmed – 2/16/16 TOW

Posted on February 16, 2016 in Customer Service Tip of the Week Please leave a comment


Sound ominous?

It’s not meant to be ominous as much as this old saying is a cautionary tale to multitudes of people in life, especially those of us in customer service.

This saying implies that if we know something is going to happen, then we should be prepared. So how do we get “Forewarned” about customer complaints?

Think about the early warning signs of a complaint. Is the website down? Are callers holding a long time (or longer than normal) before they get to you? Is your company’s call volume up? Is the facility having issues (too cold, too hot, smells)? Has this customer complained before? If the customer’s in front of you, does their body language or facial expression denote they’re about to detonate?

There are ways to become aware that the conflict is imminent.

But what does it mean to be “prepared?” After all, awareness does not equate to preparedness. How do we get “Forearmed” in our customer service world?

Know the Company – Clearly understand policies and procedures for serving customers, service recovery processes, and authority you have to fix a problem or compensate a customer.

Know the Customer – Access client information on their past purchases, service calls, and complaints. Know what causes the issues, how they reacted, how your company responded, and how issues were best rectified.

Know Yourself – Know the right questions to ask; be aware of what triggers your emotions in these tough situations, and bring in your best attitude of patience, empathy, and responsiveness, as well as your mindset as a solution-provider.

We can’t anticipate every customer complaint, but if we can increase our awareness of the triggers of complaints and improve our preparations for the encounters, we can handle them more effectively and more quickly.

Forewarned is Forearmed.

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