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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

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

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Develop an “Always Culture” – 2/18/14 TOW

Posted on February 18, 2014 in Customer Service Tip of the Week 1 Comment


Many of our healthcare clients are adopting the concept of creating an “Always Culture.” This movement is often in response to a change in Federal Government reimbursement to hospitals that is based in part on the results of patient satisfaction surveys. Those surveys are structured to have patients evaluate whether staff, nurses, and physicians “Always” do certain activities (as opposed to “Usually, Sometimes, or Never”). To maximize reimbursement, the healthcare organization wants a high percentage of their patients answering “Always.”

Now the concept of the “Always Culture” has been around for years, in and out of healthcare. The way we’ve described it is that you don’t want customer service to be a light switch (where you turn it on with clients and turn it off with co-workers); instead, it needs to be an all-the-time thing.

But regardless of what industries use the phrase, it’s still a meaningful concept.

The idea of “Always” implies that we’re CONSISTENT (hopefully Consistent Excellent) across departments, shifts, product lines, and people. That consistency requires that the organization hires those individuals with the propensity to be customer service-oriented, sets expectations of what is a great customer experience, trains ALL staff on the key principles and techniques, monitors performance in ALL areas, and rewards not only the “WOW” but also the Consistent Excellence. It requires that we hold those accountable that keep us from Consistent Excellence, and that we have leaders that understand that they must model the practices they expect of others.

Organizations striving for the Always Culture must continuously communicate the expectations, the goals, and the performance – celebrating success whenever possible.

But – in the end – “Always” comes down to the individual. Is it a habit to serve, a habit to care, a habit to be inquisitive, and a habit to be empathetic? Is it a habit to be responsive, a habit to proactively communicate, a habit to quickly resolve issues, and a habit to appreciate others?

Create your own “Always Culture.” Make excellence a habit.


C.A.R.E. for Customers – 2/11/14 TOW

Posted on February 11, 2014 in Customer Service Tip of the Week Please leave a comment


In our analysis of customer satisfaction data for a client recently, we identified the survey attributes which had the strongest correlation to the customer’s feeling that the organization cared about them as an individual.

These “Care Perception Drivers” fit nicely into an acronym (C.A.R.E.), and we shared the analysis in a brief educational session with our client. Maybe these tips can help you, too:

  • C = Communicate before and after the transaction. The customers appreciated it when the employees engaged them upfront and proactively thanked them or addressed them in follow-up communications after the transaction. It’s not just about the task; it’s the start-to-finish experience.
  • A = Ask them about themselves and their situation. Customers perceived that the employees cared if they were inquisitive and sought to learn about what made that customer unique.
  • R = Relate on their level. The customer cares about the customer, so relate to them in a way they’re comfortable – with your tone and body language, tailoring your style to appeal more to them.
  • E = Educate them on how to have a great experience. Customers aren’t usually experts in your business – you’re the expert. So they appreciate tips or directions that can maximize their enjoyment.

When customers feel that you care, they’re more likely to come back to you, to be open to your suggestions, and even to cut you some slack when something goes wrong.

Ask yourself “Have I conveyed I C.A.R.E.?”


Fix Fast to Reduce Stress – 2/4/14 TOW

Posted on February 4, 2014 in Customer Service Tip of the Week 1 Comment


This tip is all about you. The vast majority of the advice we provide involves helping the customer, serving them better, or the benefits to the organization or the customer for creating a great experience.

For example, when we discuss service recovery – dealing with complaints or issues – we often talk about how quick resolution increases your chance for customer retention. We note that many customers feel better about the company when an issue is resolved quickly than if no issue had ever happened.

But when you think of service recovery and their impact on you, oftentimes you think of stress. When you’re on the phone or face-to-face with a griping customer, you may think “I’m dealing with an emotional customer” (or a raving lunatic, however you like to describe them). Your heart starts to pump, your temperature starts to rise; it’s not a situation that many of us find comfortable. It can create stress.

So when you’re considering how to deal with the situation, there is a benefit to you to resolve it quickly. A fast fix may reduce your stress. The longer the delay in identifying a solution, moving the customer to the next step, making that fix occur, the more time that you are dealing with the emotions, thinking, worrying.

On a more basic level, the longer it takes to deal with a complaint, the more likely you are to have to add items to a To Do list, to play phone tag with others, to send e-mails flying back and forth to co-worker and customer.

Please don’t misconstrue this advice to be to “give the customer whatever they want to get them off your back.” Instead, when faced with an opportunity to call the customer back the next day or take care of it while they’re on the phone, take care of it then. When given the options to resolve it over the next week or to begin the process now, begin. When you have a chance to get them in touch with your co-worker immediately or take their information and tell them someone will call them later in the week, handoff now.

Cut your stress by looking for the faster path to the fix.


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