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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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Sell the Facts – 4/14/15 TOW

Posted on April 14, 2015 in Customer Service Tip of the Week Please leave a comment


If there’s one thing I’ve heard repeatedly throughout the years it’s that MANY customer service people hate to sell. I’ve also heard that great salesmen are great at “servicing” their accounts. Now as “customer service people,” we can all agree that sales people who have a service-focus should perform better. We’re wired to serve, so naturally we’d feel that sales people would benefit from some similar wiring.

But customer service people don’t like to sell. We say: “It’s pushy. It’s product-driven, not people-focused. It’s uncomfortable. It’s me-focused instead of you-focused.”

In many ways those thoughts are correct, but we have to get over those stereotypes about selling and sales people. For customer service people to be the best we can be, we have to learn how to sell.

Think of selling using a different word – persuasion. We are often giving customers options to consider. They can renew their account today or next month. They could take medicine A or medicine B. They could pay online or in-person. They could return an item or get it repaired. They could return this semester or drop out of college.

Often – as service-focused individuals – we want to offer options and provide the facts for their decision, and then we stop.

But in our gut, if we truly care about that customer with us, we often know there’s a better option. We know that customers similar to them preferred a particular alternative. We know that – based on their unique personality, their specific issues, or their personal goals – one way is better than the other.

It’s their decision, but if we really want to provide great customer service, we need to use our skills to persuade them toward what decision may be best for them.

“While there are different times when you could renew, based on your preference for that location, I recommend you renew today to lock in those seats.”

“When we’ve had patients in your situation, they preferred medicine A because there are minimal side effects.”

“When people haven’t dined with us before, we often recommend this dish – it’s our specialty and really gives you a sense of what makes this experience special.”

When you’re serving, don’t be adverse to selling – particularly if selling is simply persuading the customer to make the best decision for them.

When offering options, don’t just state the facts – sell them.

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Practice Active Root Core Thinking…Huh? – 11/18/14 TOW

Posted on November 18, 2014 in Customer Service Tip of the Week Please leave a comment


We need to be “Active Listeners.” We need to be “Critical Thinkers.” We need to find the “Root Cause” and determine the “Core Need.”

You hear similar statements all the time, and, yes, these are all important things, but what do they really mean? Here are some examples:

You’re a fan relations representative for a pro sports club, and the season ticket holder asks if they can relocate from their seats to a certain section with no availability. Instead of simply saying “No,” ask “Is there something in particular you like about that section?” You might uncover a reason for their move that could be addressed elsewhere.

You work for a local municipality, and the developer says they need a permit. Instead of assuming what permit they need, you could say “I’d be happy to help you with that! Tell me a little about the project so I can best help you get started.”

You work for a hospital, and the patient says they “need a smoke.” Of course, it’s a smoke-free campus, so you say “Unfortunately, we can’t do that since it’s a smoke-free campus, but help me understand what you’re feeling that’s making you want to smoke, and maybe I can find a way to help you.”

If you are someone interested in being an “Active Listener” or a “Critical Thinker,” someone interested in “Root Causes” or “Core Needs,” that’s a good desire to have – especially in customer service. But don’t get too hung up on the fancy terms. Look at the three examples just provided to truly understand what’s being suggested by those terms:

  • Be inquisitive; ask questions – they show you’re engaged and care.
  • Understand their goal, so you can better understand potential solutions.
  • Don’t make assumptions – you might waste your time and that of the customer by going down the wrong path based on misinformation.
  • Be patient – don’t hear the symptom and think you know the root cause.
  • Restate your understanding of the person’s needs; ensure you know so specifically what they want that you can address it right the first time.

 
Practice Active Root Core Thinking…or just plain old good communication skills.

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Review the Failures of Others to Ensure Success – 7/22/14 TOW

Posted on July 22, 2014 in Customer Service Tip of the Week Please leave a comment


“Those who don’t learn from history are doomed to repeat it.”

Many people have said variations of this – from George Santayana to Lemony Snicket – and I’m saying it today because it reminds me of a question I was asked recently.

A French financial services firm interviewed me about customer service and client retention for their internal publication. One of the questions addressed the many seemingly excellent customer service strategies and initiatives that don’t work. Essentially, why do they fail?

Here are four key reasons I provided:

  • Leadership Doesn’t Really Buy-In – Although leaders may talk about the importance of customer service and the client experience, they make decisions based on the product, they create incentives focused on new sales only, they sign-off on strategies that focus purely on reducing cost per unit. They talk the customer service talk, but their structures and incentives don’t align with service and retention goals. Here’s an example if you haven’t heard the recent Comcast customer retention call?
  • The Company Doesn’t Dedicate Resources – While an organization may care about the customer, if there’s no designated individual, division, strategy, or budget that focuses on service and retention, it won’t work. Sustaining an organization-wide effort is impossible if the initiative is 5% of the jobs of many without ever being the totality of the job of at least a few people in the organization.
  • The CX Definition is Limited – A small business owner laughed at me once when I brought up the concept of Internal Customers. He didn’t believe that employees should view and treat each other as customers. He didn’t believe that the customer experience (CX) applied to anyone within the corporate walls. He thought culture was irrelevant in driving a great service experience and retention. Zappos would disagree.
  • Tactic Supersedes Strategic – Too many companies conduct a survey, change a computer system, start a call center, send out memos telling staff to answer calls in 3 rings, and then expect their customer service scores and retention rates to jump off the charts. For organizations to be great at customer service, they need to view their organization as a system – where all the people, processes, programs, and technology interrelate and work for the good of the customer and company. Have a strategy for sustained service excellence and growth; tactics should then flow from that strategic view.

 
Align Around the Customer, Dedicate Resources, Look Within, and Think Strategically.

Ensure your organization doesn’t repeat the failures of business history.

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