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Highlight the Hidden Value - 7/1/25


Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive… “For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also Read more

Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

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

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Narrate the Great Customer Experience – 12/8/15 TOW

Posted on December 8, 2015 in Customer Service Tip of the Week Please leave a comment


With several clients recently, we’ve led visioning workshops to define the great customer experience as well as their desired culture – so these are topics top-of-mind in many industries. The problem for many staff is that they either already think they deliver a great experience, or different people define the great customer experience differently. So even if there is a vision created, how is that vision clearly articulated to staff?

Occasionally part of the communication plan for a new customer experience vision involves developing a narrative. Consider having a customer experience vision such as “We strive to be the premier grocery store in the community, where the best items and greatest attitudes in our region are seen by the quality of our produce and the smile on our employees’ faces!”

Okay – so the grocery store wants good produce and employees to smile. So what, right?

Let’s now paint the picture with a narrative of the vision that conveys what the customer may experience at checkout (read this as if you’re a customer):

It was the usual superb Grocers Unlimited experience. After hitting just those aisles where I knew they had the product I needed, I went to the register to check out. There was only one person ahead of me, and the cashier welcomed me to her area. She looked as though she had been having a great day, joking with the customer ahead of me about the local sports teams.

When it arrived for my turn to check out, bonus card in hand, the clerk again said hello and asked if she could scan my bonus card. She asked if I’d like her to hold onto my coupons until she was done.

The baggers had been flowing very consistently between the different registers to help. It didn’t seem like any cashier had to do his/her own bagging for an entire set of groceries.

Since I was in a talkative mood, I asked her about the customer service award placards on the wall. “How do you earn an award, a 100% rating,” I asked. “You have a mystery shopper come in who is looking for you to address her appropriately, take care of her needs, and ensure she’s satisfied,” she replied. I asked if she tries to figure out who might be a mystery shopper so that she can earn the award. The cashier said, “No. I try to treat everybody, my customer, my co-worker, my team leader like I would want a family member treated. As long as I keep that attitude, when the mystery shopper comes, I’ll get the reward.”

This short narrative about a two-minute transaction addresses many things – attitude, body language, customer engagement, employee knowledge, teamwork, employees who know their roles, proactivity, and efficient processes.

When you define your customer experience, narrate the story to be clear to others what’s expected.

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To Dream the Impossible Dream – 12/1/15 TOW

Posted on December 1, 2015 in Customer Service Tip of the Week Please leave a comment


Anybody a Frank Sinatra fan? The song “To Dream the Impossible Dream” was a hit for him, and the lyrics as well as the build-to-a-crescendo music can send chills down your spine. It can inspire. It can make you believe you can do what may not seem possible…to run where the brave dare not go…to right the unrightable wrong…to reach the unreachable star…or to teach someone how to be empathetic.

Okay, empathy was not in the lyrics, but when I’ve often stated that empathy is the most important characteristic for someone to have to be great at customer service, it begs the question “What do we do about employees who are not necessarily empathetic?”

After all – can you really teach empathy? Yes and no.

No, you can’t teach someone to have that natural tendency toward trying to understand others, to be able to readily see life through the eyes of those different from themselves.

But yes, you can teach the benefits of and need for empathy. You can teach the intellectual components of empathy. You can show what empathetic tone of voice and body language look like to others.

From the “intellectual components” perspective, empathy is conveyed – in part – by people who appropriately probe to learn about others. We can teach staff to say “Help me understand what happened” or “I want to learn about the background” or “Tell me about your situation.” Asking the questions helps to create the understanding by having that other person – the customer or co-worker – share their thoughts, perspective, opinions, feelings, background, and history.

You can convey empathy by stating your understanding of what the customer just stated. You can stop other activities, make the eye contact, nod periodically as the customer talks, and document what they said to show you’re listening, to remember what they said, and to convey you care.

Dream the impossible dream. Teach the tools that help staff to become more empathetic.

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Of Reagan, Clinton, and Customer Service – 11/24/15 TOW

Posted on November 24, 2015 in Customer Service Tip of the Week Please leave a comment


Even though former President Ronald Reagan was – at one point – the most powerful political leader in the world as well as a former movie star, there are many stories about how he conveyed a genuineness, a warmth, and a sense of caring when he was meeting with others 1-on-1.

When I was working in Charlotte almost 20 years ago, one of my clients met with Bill Clinton when he was still President. After the meeting, I asked her how it went, and she replied “While I don’t agree with many of his policies, when you’re in the room with him, he makes you feel like you’re the most important person in the world.”

So what do these stories have to do with customer service?

In these individual, intimate moments, even the most powerful people in the world can make you feel special. They can focus on you instead of themselves. They can strip away the appearance of an ego to make you feel like you are the one who is most important.

This tip is not only for employees in working with customers, but it is also for managers in working with employees.

It’s a matter of having the intent to engage on the same level with other people, not to highlight one’s own position or own expertise for the sake of “pulling rank” or “lording over” others. It’s about attitude and intent – the desire to treat others as equals and individuals in those intimate 1-on-1s.

If the Presidents can rein in their ego and power for these intimate 1-on-1s, we can rein in ours when interacting with employees and customers.

Bring these “Presidential” qualities into personal customer interactions.

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