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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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Let Your Goal Determine Your Question – 2/2/21

Posted on February 2, 2021 in Customer Service Tip of the Week Please leave a comment

In the early 2000s, when the economy hit the skids, companies realized that they couldn’t take their customers for granted.  They needed to ramp up customer service.  They needed to listen to the Voice of the Customer.

During the Great Recession in the 2008-10 timeframe, much of the “new marketing strategies” that developed were really a repackaging of customer relationship development and client retention and growth initiatives.

Fast forward to today, and largely due to the Coronavirus pandemic, the economy is taking a hit again.  Companies are trying to determine how to change their customer experience, but they – again – are having to retain the customers they have as they hope to navigate through these waters and be positioned for continued success down the road.

One consistent response to these economic downturns is that companies have refocused on the importance of listening to the customer.

When you listen to the Voice of the Customer, oftentimes that voice is being shared in response to your questions.  These might be questions when you’re dealing with a customer issue, but let’s think a little bit more strategically – consider the customer voice you hear through your research.  You may have questions that you typically ask in a customer survey or in a focus group, but try to avoid the typical.  Instead, let your goal determine your question.

For example, if an organizational goal is to retain customers, ask why they became a customer in the first place, what keeps them with your business, why they would consider leaving.

If your goal is growth with existing customers, ask them about their needs.  If those needs are not being met by your company, ask them how those needs are being addressed.  Inquire about their awareness of your other products and services.

If you want to differentiate your business by having an exceptional customer experience, ask customers how your experience compares to others.  Ask how they would define a “great customer experience.”  Ask them to give you an example of an organization or a situation that provided an exceptional experience.

In times like these, most organizations are holding on to customers as tight as they can, and most discerning customers realize that fact.

When you’re considering tapping into the Voice of the Customer to learn how to strengthen that relationship, discuss organizational goals before you ever discuss what research questions to ask customers.

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Excellence is Not Perfection, and that’s OK – 1/26/21

Posted on January 26, 2021 in Customer Service Tip of the Week Please leave a comment

Surveys have questions with ratings that range from Excellent to Poor.  We custom-design and deliver Service Excellence Training.  Tom Peters wrote the book “In Search of Excellence.”

But how do you define Excellence, particularly in customer service?  Let’s start with what Excellence is not.  Excellence is not something reflected in Customer Service Standards. Those Standards are typically the bare minimum expectation of every employee in every interaction.  If we are adhering to those Standards, we’re being consistent in the way of the organization, but we’re not necessarily being Excellent.

On the other side of the spectrum, Excellence is not perfection.  Perfection is something that is rarely if ever attained, and even then, perfection is usually defined through a result rather than through a perfect match of attitudes and actions throughout the entire process of getting to that result.

So, Excellence is not a bare minimum expectation, and Excellence is not perfection.  However, it is something as consistent as Standards but that continuously strives and reaches for what would be achieved in perfection.

Excellence is really reflected in Exceling through the process.

Oftentimes we don’t have control over the outcome because so many other factors are involved, but we have lots of control over how well we Excel going through the process.  We Excel when we are making decisions in the process for the right reasons with the right goals in mind.  We Excel when we take the action we need to take to reach the goal.  We Excel when we do things within the timeframe we need to do them to have the desired outcome.  We Excel when we bring an attitude that has the capabilities of drawing ourselves and others toward that goal.

Excellence does require a goal – something you’re trying to attain or achieve, something you’re trying to live into every day, something you’re trying to become.  However, when you think about how to achieve Excellence, don’t focus so much on the final achievement of some lofty goal.  When you think about Excellence, consider what you need to do in the process to give yourself and those around you the best chance to achieve that goal.

To Excel, first determine your goal; then identify what you can do to ensure that you have the decisions, actions, timeliness, and attitudes that give you the best chance of achieving that goal.

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