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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

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

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Serve with Integrity – 11/19/19

Posted on November 19, 2019 in Customer Service Tip of the Week Please leave a comment

I’ve been reading a book recently about a Charlotte-based service company, and the author of the book conveys the CEO’s perspective on management, culture, and serving customers. At the back of the book, the author noted the organization’s Core Values. They are honesty, integrity, fairness, and respect. I literally did a double-take on the pages, because my company’s Core Values are respect, honesty, fairness, and integrity. Yes, the order is different, but the values are the exact same!

Maybe it’s a crazy coincidence, or maybe it’s that these are just really good values for any organization to have that truly wants to care about its team members and its customers.

Among those values, the one I want to discuss is integrity. Integrity is an important word, but it’s not always the most easily understood word. There was even a commercial a few years back where elementary school children were talking about the importance of integrity and defining it in their own words.

The way the CEO whose book I’m reading defined it was: Doing the right thing in all circumstances. It includes doing what we say we will do.

The way my company defines it is: Uncompromising adherence to moral and ethical principles.

Those definitions are not the exact same, but they don’t necessarily conflict either. The point is that we will be ethical. We will do what we say we will do. And we’re consistent about it.

My company uses the word “uncompromising.” The CEO of the service company uses the phrase “in all circumstances.”

The reason why this is important is not just because it is the right thing to do and the right way to treat other people, but it implies consistency. And where there is consistency in taking action that you stated you would take, where there is consistency in doing what is fundamentally right – the ethical thing – then you build trust.

In the long-term, you don’t want to work with somebody you cannot trust. Employees will not follow a leader they cannot trust. Customers will not stay with companies which they cannot trust.

To build lasting relationships, ensure that integrity is one of your Core Values.

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Bring Out the Best – 11/12/19

Posted on November 12, 2019 in Customer Service Tip of the Week Please leave a comment

As a management consultant, oftentimes my job is to identify the key issues, determine the root causes, and provide solutions. We do a lot of strategy work, we conduct many research projects, and we train and train and train our clients. However, improvement usually involves pointing out what needs to be done differently, better, or more or less frequently in order to achieve the best outcomes possible.

I’ll never forget the first project that I led well over 20 years ago. My boss congratulated me on the great work. And then he said: Ed, when you’re pointing out everything that needs to improve, make sure you’re balancing it with what’s done well. Even when people need to change, they want to feel good about the things they’re doing that need to continue.

Is not that the tone of the report was negative. It’s just that there was no balance. I was pointing out what needed to be improved to try to achieve the best outcomes, but they also need to know what they’re doing great – that which needs to continue to achieve the best outcomes.

So, when you’re working with a customer, along with sharing details about what they need to do differently, praise them for what they already did well: You’ve done great managing this effort on your own. Now, to make sure that you’re even more successful, here is how we suggest starting to change things for the future.

When you’re talking to a co-worker, if they’ve given you incomplete information, show what else you need, but thank them for what they already provided: There’s some great information on this form! I just need a few more items so that we can move forward.

And when you’re speaking to yourself, make sure all the self-talk isn’t critical on what you did wrong and what you need to improve. Give yourself the occasional pat on the back for what you did right: That was a great call! I really got along well with the client, we were both pleased with how it ended and what the next steps were, and I could tell they were very comfortable, very confident, and they felt really good, too!

When you’re trying to improve, make sure you are clearly stating what’s already working well and what needs to continue so that improvement can be done from a positive perspective.

Identify what needs to be done better or differently, but do it in a way that brings out the best.

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Know What You Don’t Know – 11/5/19

Posted on November 5, 2019 in Customer Service Tip of the Week Please leave a comment

Twitter, Instagram, Facebook – yak, yak, yak.  In the social media world, there’s an awful lot of talk that goes on and a lot of opinions shared.  But sometimes those opinions are not based on any level of deep knowledge. Sometimes they are based on assumptions.

In the world of customer service, basing actions on assumptions is a risk we shouldn’t take, and it’s a risk we do not need to take either.  Taking action is work. Taking action also requires a customer’s time and almost always has some kind of an impact on the customer.  So before we take an action, let’s make sure we know what we need to know.

When responding to a customer need, briefly in your mind run through a mental checklist.  Run through the 5 W’s:  Do you know the Who, What, When, Where, and Why?  If not, these are questions you can ask the customer to give you the information you need before you take action:

  • Who – The name of the person with the need or those involved in the request.
    • Can I get your name, please?
    • Who needs this service?
    • Can I get the name of the person needing this item?
    • To whom am I speaking?
  • What – A description of what they want done.
    • Which service do you need?
    • What would you like done?
    • Which item are we discussing?
  • When – A common understanding of timeframe – when it’s needed.
    • By when do you need this done?
    • When do you need to receive this item?
    • What date are you considering?
  • Where – The location where something needs to take place.
    • Where does this need to be held?
    • Where are you located?
    • To where does this need to be delivered?
  • Why – An understanding of the other person’s goal.
    • What are you hoping to accomplish?
    • What’s your ultimate goal?
    • Can you help me understand the result you’re looking to achieve?

Before you take action for the customer, first know what you don’t know.  Then get to know what you need to know to address the need right the first time.

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