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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

Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

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Be Like Mike – 10/7/14 TOW

Posted on October 7, 2014 in Customer Service Tip of the Week Please leave a comment


It was the 1980s, and cell phones were new. You had the soft, black carrying base the size of a phonebook, and you dreamed one day of getting a flip phone…

True Story – Dave was losing service on his cell phone, and he had an urgent need to get it fixed. He was getting ready to go on a business trip, and he needed the phone to talk to several of his customers, with many of the discussions needing to be taken care of “mobiley.”

So Dave called his cell phone provider, and the customer service representative (CSR) picked up the phone.

Dave: “Are you a basketball fan?”

CSR: “Uh, yes.”

Dave: “Well there’s 2 seconds left, you’re the coach. The ball needs to go to Michael Jordan to win the game. Now, I want you to stand up at your cube, look around the office, and get me in touch with your Michael Jordan.”

The CSR puts Dave on hold and transfers the call to the lady sitting right next to him – Theresa. She takes the call, identifies Dave’s needs and his situation, and promises to address the problem. She does everything perfectly!

Three hours later, Dave hears his phone ring for the first time in days; it’s working! Theresa had called to tell Dave that they had figured out the problem. It wasn’t an easy solution, but she got it done.

Several months later, Dave’s in his office, and he remembered the situation. He wrote a letter to the company praising Theresa and providing all the details he could remember.

About 9 months later, Dave gets another call from Theresa. She said she’s moving to Memphis – she got a promotion and was now VP over customer service for her company.

Dave: “Congratulations, Theresa! I’m so happy for you!”

Theresa: “If you’re ever here, please come into the office. And if you come into the lobby – there’s a glass case with awards, trophies, and plaques. Right in the middle of the display, there’s a framed letter – it’s the letter you wrote. Thank you, Dave!”

Theresa was the go-to person. She was Michael Jordan. She produced in the clutch, and she was rewarded.

As the old commercial says, “Be Like Mike.”

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Are You More Than 64% Responsive? – 9/30/14 TOW

Posted on September 30, 2014 in Customer Service Tip of the Week Please leave a comment


I’m sure if we asked every healthcare CEO, every university president, and every sports team COO whether his/her staff are responsive to their current or prospective customers, they’d say “Yes!” And they’d be horrified to hear the truth.

We’ve conducted thousands of mystery shops in public and private sector businesses – from your local school system to pro sports teams, from universities to banks, from municipalities to healthcare providers. Oftentimes we leave voice mails and e-mails requesting a response to a question or need. Almost invariably, the response rates to those messages are abysmal.

The best return call percentage to voice mails has been 55%. The best e-mail response rate we’ve seen is 64%. I’m not describing high quality responses, either; I’m just sharing the percentage who responded at all.

Maybe I give the CXOs too much credit, suggesting they’d be “horrified.” Why? Because it’s not like moving mountains to have personnel respond to over 70% or 80% or 90% of messages received. Three actions of the CXOs are required to increase responsiveness:

  1. They have to continually communicate how important it is to be responsive to customers.
  2. The CXOs must be as responsive to their own staff as they expect staff to be with customers.
  3. The CXOs must ensure that their management and staff have the time, processes, and systems that facilitate responsiveness.

Now one could surmise that the 3rd point is the hardest action to take, and that may be true. But I would argue that the 2nd point is hardest for most CXOs, because even before these actions occur, the CXO has to do one simple thing – care.

They have to care about staff, care about the customer, care about creating an environment where responsiveness can occur, and care about being the model to their staff.

So what’s the best way to ensure that staff “get it” about the need for responsiveness?

To answer this, I’m going to steal a line a client of mine stated last week (I’m paraphrasing). Leaders should ask their staff “Who’s the most responsive person in the organization?”

What if the staff named that leader, that CXO? Now, that would be POWERFUL!

Share this Tip with your leaders. Encourage them to be the most responsive person in your organization.

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My Relatives are Odd…or Maybe I’m the Odd One – 9/23/14 TOW

Posted on September 23, 2014 in Customer Service Tip of the Week Please leave a comment


Sometimes I don’t understand people – even my relatives. I was sitting next to my teenage daughter last week, and she was playing on her smart phone. I asked what she was doing, and she said that she had created 22 “flash cards” using an app on her phone, and was quizzing herself for her Biology test.

While it was great that she was studying, I thought to myself, “That was odd. I would have just used actual index cards to make flash cards.”

Over the weekend, I was talking with my father-in-law about his lovely new flip phone, and he was telling me about a discussion he had with the service representative at his Verizon store. My father-in-law had gone into the store to pay his bill.

I thought to myself, “That was odd. I would have just paid my bill online.”

I could have concluded that my daughter’s and father-in-law’s actions were odd, or they could have concluded that my way of doing things was odd. But probably the real answer has nothing to do with oddities.

It has to do with differences – generational differences, yes – but also differences that go beyond ’57 Chevy v. Prius, that go beyond black and white television v. HDTV.

Not everybody is like us. In healthcare, just because the nurse likes to talk and socialize with others doesn’t mean that every patient wants the non-stop conversation. In sports, just because the NASCAR fan loves to camp doesn’t mean that every sports fan will drive 600 miles for an event. In government, just because some residents love having a 311 number to dial for service doesn’t mean that everyone prefers to handle their business on the phone.

When you’re considering how to handle this call, this e-mail, or this guest that’s standing in front of you, don’t assume they are just like you.

Ask enough questions to move from assumption to understanding.

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