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Talk About Yourself to Build Customer Confidence - 4/16/24


When you’re dealing with somebody who is anxious or nervous about a situation, a customer who feels like they don’t have much control, an individual who is unsure and uncertain, it’s important to put the customer at ease.  It’s important to build their comfort level.  It’s important to help Read more

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

“You’re the Boss” - 2/20/24


Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to Read more

Customer Understanding Leads to Relationship Growth - 2/13/24


We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered Read more

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Take Away Their Worry – 8/7/18

Posted on August 7, 2018 in Customer Service Tip of the Week Please leave a comment


One summer, Janet was given a new chore. She had to take out the trash and recycle bins to the street every Tuesday night so that they could be picked up Wednesday morning. She would go out around 7 or 8 o’clock at night, take the bins out, and come back inside. As summer was about to end, it began getting dark earlier, so Janet began putting the bins out earlier.

Janet was worrying about things. She kept hearing noises and didn’t know what they were, so she decided to at least avoid the darkness when putting out the bins. Her dad asked why she kept going out earlier, and when she explained, he said that the noises were probably some small animals, and she shouldn’t be afraid.

The next week she went out a little later – when it was a little bit darker – and she heard some noises and ran back inside. Her dad asked what was wrong, and when she explained about the noises again, he got out his flashlight, and they walked out together. They heard a noise, he pointed the flashlight in that direction, and it was a squirrel. They walked a few feet and heard another noise, and the flashlight revealed a bunny on some leaves. It was a windy day, and after another noise, the light showed a small branch that had fallen.

What the dad had said a week earlier had been proven true. Janet continued her chore, and she did so at night – and she usually went out with a flashlight.

For our customers, similar to Janet, sometimes things are scary. It could be that patient’s unexpected visit to an urgent care, or possibly that a sports fan was about to make a big payment on season tickets. Maybe that resident was not used to dealing with the government on the tax issue.

If we can tell them what they’re going to experience, it can make them less worried. Better yet, it we can SHOW THEM what’s going to happen – being that flashlight – noting all the steps they could be experiencing through the process, they become even more comfortable.

When you are interacting with a customer on something that may create worry or anxiety, do what Janet’s dad did for her. Patiently describe what the experience will be like; shine the light on the path they’ll be going down to bring down their emotions.

Take away their worry.

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Build Your Confidence with the 5 P’s – 4/22/14 TOW

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


Sometimes a person’s anxiety, worry, indecision, passivity, inefficiency, and lack of ownership can all have the same source – lack of confidence. It could be the student unwilling to raise his hand in class; we could be discussing the leader making decisions simply by not making decisions. Maybe it’s the adult talking with twelve friends and family members about something to gain the 100% certainty that will never exist. Maybe it’s the employee who won’t take on a responsibility because they’re afraid of doing the wrong thing.

Years ago, we shared a Tip of the Week (TOW) that talked about how to build confidence, and what we’re doing today is expanding that list to build your confidence further. To build your confidence, here are the 5 P’s of knowledge-building. You need to “Know Your:”

  • Processes – Learn your organization’s information flows and process flows so you can know HOW things occur and be able to explain the HOW of actions to customers.
  • Policies – Understand the company’s policies and the reasons for them to be able to explain the WHY behind the WHAT to customers.
  • Products – Become well aware of your organization’s products and services so you can easily match the customer’s issue/need/goal to your company’s solution.
  • People – Know who does what in your organization so you’re aware of whom to contact to address a need; also, get to know your customers – ask questions, look at their purchase/participation/service history so you can tailor your response to what makes them and their situation unique.
  • Purpose – Understand your purpose. We’ll address this more in next week’s TOW, but think of Purpose like this – why do you do what you do? Beyond the tasks, meetings, notes, communications, paperwork – what is the greater good in what you do? If you know the ultimate goal of your role, you can be more confident, particularly when what you are being asked to do might not be “within the job description.”

Use this knowledge-based approach to becoming more confident in interactions with customers.

Build confidence by building knowledge.


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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