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Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

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

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Apply this Twist on Twain – 8/23/16

Posted on August 23, 2016 in Customer Service Tip of the Week Please leave a comment


Mark Twain said “A letter written in passion is a mistake…It usually wrongs two persons, and always wrongs one – yourself.”

Twain is using the word “passion” to address anger, frustration – more negative emotions. And while letter-writing in the 21st century is seemingly falling by the wayside, we can apply his quote to e-mails – particularly business e-mails to customers and co-workers.

With this perspective in mind, here’s another Mark Twain quote: “When you get an exasperating letter, what happens? If you are young, you answer it promptly, instantly – and mail the thing you have written. At forty what do you do? By that time you have figured out that a letter written in passion is a mistake in ninety-nine cases out of a hundred.”

These statements were made 104 years ago, but they apply today. When putting something in writing and mailing (or pressing “send”), you can’t take it back. The message can be moved onto a social media post, into the newspaper, or into your supervisor’s inbox in a minute. Just as importantly, it can be taken to heart by the recipient immediately. And all of these results could result in your looking bad to customers, peers, supervisors, and the public at large.

Emotions and e-mail rarely mix well. They’re the oil and water of communications, and unless you’re exceptional at conveying your “passion” with the written word, consider a pause before pressing send. Consider having a dialogue with the other – a communication that enables tone and body language to be involved, hopefully positively.

Don’t wrong yourself. Pause before pressing send when passion is involved.

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You Control with Questions – 3/22/16 TOW

Posted on March 22, 2016 in Customer Service Tip of the Week Please leave a comment


They’re irate, ranting and raving – spewing the emotion your way.

They. Just. Won’t. Stop. Talking.

They’re rambling with no clear point or need or concern being conveyed.

You’re enjoying the discussion, but you have LOTS of other things to do.

If you find yourself in these situations with a customer or co-worker, you’re not alone. There are times when you need to get control of the conversation. They’re upset and you need to get the emotions down to begin moving toward a resolution. They’re talking non-stop, and you need to begin closing the conversation. There’s a lot being said but no real point being shared. Sometimes you just have other work that is being delayed by the conversation.

People who are great at customer service are inquisitive. But they’re not just inquisitive because they’re curious. They’re asking questions because they know that questions provide control.

Too many employees try to gain control by talking fast (not letting the customer speak), interrupting the other person, talking loudly, or using rude body language. But questions provide a much more professional way of taking control.

Your objective questions help you to get the kind of thinking and facts that draw down emotions. Your close-ended questions help to elicit shorter responses. Your targeted questions get at the key point or need. And your questions help you to become more productive by closing conversations more quickly.

You’re not using the questions to control the other person. Rather, you’re using questions to gain control of the emotions and direction of the conversation itself.

Become an expert at asking questions.

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Meet Them Where They’re At – 3/15/16 TOW

Posted on March 15, 2016 in Customer Service Tip of the Week Please leave a comment


I was watching an old episode of the television show “Everybody Loves Raymond,” and Ray was chastised by his mother because he said “That’s where I got to be where I’m at.” She was horrified that he – a professional writer – ended a sentence with a prepositional phrase (or as Ray put it, a “propositional phrase”).

Well I’m making the same grammatical error in this Tip of the Week – Meet Them Where They’re At.

It’s hard to quickly create a relationship with someone, but people in customer service need to know how to quickly establish rapport. A rapport is established where there is a sense that people care about each other’s feelings and thoughts.

To create a rapport with a customer, one key is meeting them where they’re at – If they’re standing, you stand. If they’re looking concerned, you look concerned. If they’re standing in another part of the room pointing at something as they talk to you, go to them. If they’re jovial, loosen up. If they’re speaking softly, don’t be too boisterous. If they start with closed arms, you may start that way too – briefly – before unfolding your arms. If they’re sitting, then sit as well.

Much of this could also be considered mirroring, and it’s important because meeting them in this way breaks down some of the physical barriers to rapport (i.e., body language and tone).

Be careful in situations where they’re highly irate and looking angry – you don’t want to mirror those attributes.

But when establishing rapport and trying to engender some trust, openness, and goodwill, adopt this principle.

Meet them where they’re at.

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