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When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

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

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Simplify the Vocabulary – 9/9/14 TOW

Posted on September 9, 2014 in Customer Service Tip of the Week Please leave a comment


In our constant quest to find new ways to describe boring or irritating processes and services in a way that makes them sound exciting, we develop creative names: No Child Left Behind, Affordable Care Act, Permanent Seat Licenses, etc.

However, the problem is that our customers find out that this is typically not something to embrace, and the name becomes a joke or a punch line.

When we want to sound sophisticated, we use high-brow language: Six Sigma, OnBoarding, Rubric.

However, the problem is that our customers and employees have little-to-no idea what we’re discussing.

And sometimes, when we want to be specific, we risk using terms that mean different things based on the industry: Achievement, Bonding, Delegation, Enrollment, Gatekeeper, Grandfathered, Network, Rehab, Service Area, and Waiting Period.

Does Bonding relate to a mother and child, a company doing business in town, or teeth? Is a Delegation addressing something in healthcare or at the United Nations? Is the Gatekeeper a function in healthcare, a secretary who won’t let you see the boss, or – literally – a gate keeper?

When we use terms, we can’t assume that the customers know the terms. We can’t assume that if it’s used in our industry that the customer knows what “Enrollment” means in healthcare because their only exposure to “Enrollment” was at their child’s school.

The words matter, and we need to make sure the words are simple enough to be understood without requiring a detailed glossary to explain everything.

Go to your company’s website. Look at the patient or fan or employee or customer flyers and handbooks that you distribute. Give access to the website and these documents to people who know nothing about your business; ask them to read the information and interpret what it’s saying.

Make sure the words you use are clear enough to be understood. Simplify the Vocabulary.

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The Customer Decides the Company’s Fate – 9/2/14 TOW

Posted on September 2, 2014 in Customer Service Tip of the Week 1 Comment


Argue with the title if you want – “Nobody decides MY fate!” or “I’m in control of my own life.” or “Our nutty CEO decides our company’s fate.”

Feel free to make whatever argument you’d like to make (and I’m sure many are valid), but here’s my perspective. I’ve worked with local government organizations where community complaints about a particular agency cost the leader his job and cost the municipality millions of dollars in rework that also served as repentance.

I’ve seen professional sports clubs where the dwindling attendance caused executives to lose jobs, or the teams spent millions more than in the past to acquire new fans through marketing, advertising, and sales efforts.

There are so many healthcare organizations today whose CEO is seeing that their government reimbursement is being impacted more and more by the results of patient satisfaction surveys.

In other words, the customer’s voice matters. . .BIG TIME!

That means that we have to listen when they care enough to complain. We have to have a process of frequently soliciting feedback to understand their feelings, perceptions, plans, and suggestions. We have to ask at the end of conversations about experiences so we can fix issues on the spot, and so we can find out what they really liked.

The customer deciding our company’s fate means that once we have them, we have to create a culture that seeks to serve. We have to view them for their lifetime value, not transactional amount. We have to nurture the long-term relationship rather than focusing solely on the task at hand. And we have to become so vital to them, so trusted by them, so much in relationship with them, or so pleasing in their experience with us that – when the fateful decision is made – they decide to stay and grow with us.

In other words, if everyone in the organization truly believes that the customer decides the company’s fate, how would we be different than we are today?

Ask the question, and then live the answer.

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Breaking Down the Infamous 1-on-1 Retention Call – 8/26/14 TOW

Posted on August 26, 2014 in Customer Service Tip of the Week Please leave a comment


I referenced the infamous recorded Comcast Retention call in a Tip of the Week on July 22. It’s been such a lightning rod for discussion that we just recorded a podcast addressing some of the key language that the Comcast representative used during the call. Now, we’ve gained access to what’s reported as being the company’s 13-Step Retention Call Approach. Let’s analyze this from the customer’s perspective.

  1. Greet customer clearly – This is good; customers want to know the employee’s name and department to make sure they called the right place.
  2. Clarify reason for call – We always say “Clarify and Confirm” – ask clarifying questions, then confirm your understanding. Customers want the employee showing that they know the reason for calling (and, in this case, canceling their service).
  3. Relate and empathize – Love this – especially the Empathy portion. Customers want to be understood.
  4. Take control – Not sure why this is here; “control” has a power/aggressive connotation. It’s not good to encourage representatives to get aggressive with a typically-upset customer. Customers don’t want to be controlled.
  5. Set the agenda – Again, this conveys aggression, taking over, not focused on listening.
  6. Ask targeted questions – This may be fine, depending on the definition of “Targeted.” We use that word to illustrate questions unique to the customer and their situation. However, the employee asked “targeted” questions such as “Why would you not want the fastest internet?” This is pushy and derogatory at the same time.
  7. Consider unstated needs / active listening – Active Listening is great! However, “unstated needs” is sales terminology. If someone wants to cancel, you’re in Service Recovery territory, not hardcore sales territory.
  8. Take ownership / make offer – These should work well.
  9. Overcome objections – This is fine as long as the customer’s still willing to dialogue about the issue; if they want to avoid the debate, quickly cancel and go to step 12.
  10. Close the save – Change this to “Close the save…or close the account.” In the end, do what the customer wants you to do.
  11. Confirm details – Always confirm next steps before closing.
  12. End on a positive note – Good step.
  13. Documentation – Good step.

Many of the steps are positive, but where they go wrong is that they focus too much on controlling the customer in a hardcore sales manner instead of communicating with a customer in a Service Recovery mindset.

When a customer wants to cancel or end the relationship, feel free to professionally ask for reasons, but remember that you’re delivering customer service, not driving the hard sell. You may retain just as many, and you’ll definitely avoid the horrific word-of-mouth that this call created.

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