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Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

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

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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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Lessons from the Beast – 1/19/16 TOW

Posted on January 19, 2016 in Customer Service Tip of the Week Please leave a comment


My daughter loved the movie Beauty and the Beast. Just to set the story for everyone, it’s about a young woman – Belle – who loved to read and the Beast who loved her. Initially, the Beast imprisoned her, hoping he could get her to love him so the curse that turned him from Prince to Beast would be removed. Later he released her, and they fell in love.

Oftentimes, as customer service people, we try to find the prince inside the beast of a customer. We try to look for the good in the person ranting, raving, and being unreasonable. If all we focus on is that exterior ugliness, then we may not want to provide a solution or an answer – we may not even want to help.

But this tip isn’t about how we see the beast of a customer; this tip is about a positive we can learn for ourselves from the Beast himself – the man with the ugly exterior yet the heart (literally) of a prince.

I’m certain that most everyone reading this CSS Tip of the Week is a kind, caring person – one who wants to help others and better his or herself. And while having that pleasant, positive, and helpful inner core is great, the question is: Will our outside show what our inside is all about?

It’s not enough to be caring. We have to convey caring.

It’s not enough to work on a problem for a customer. We have to let them know what we’re doing and when it will be done.

It’s not enough to be pleasant. We need that to shine through in our face and our voice.

It’s not enough to be engaged. We need to let our eyes and questions share that interest.

We need to first know who we are and what we want to be FOR others. Then we have to be intentional about becoming that, and becoming that WITH the other person knowing it.

Show others your service side.

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Narrate the Great Customer Experience – 12/8/15 TOW

Posted on December 8, 2015 in Customer Service Tip of the Week Please leave a comment


With several clients recently, we’ve led visioning workshops to define the great customer experience as well as their desired culture – so these are topics top-of-mind in many industries. The problem for many staff is that they either already think they deliver a great experience, or different people define the great customer experience differently. So even if there is a vision created, how is that vision clearly articulated to staff?

Occasionally part of the communication plan for a new customer experience vision involves developing a narrative. Consider having a customer experience vision such as “We strive to be the premier grocery store in the community, where the best items and greatest attitudes in our region are seen by the quality of our produce and the smile on our employees’ faces!”

Okay – so the grocery store wants good produce and employees to smile. So what, right?

Let’s now paint the picture with a narrative of the vision that conveys what the customer may experience at checkout (read this as if you’re a customer):

It was the usual superb Grocers Unlimited experience. After hitting just those aisles where I knew they had the product I needed, I went to the register to check out. There was only one person ahead of me, and the cashier welcomed me to her area. She looked as though she had been having a great day, joking with the customer ahead of me about the local sports teams.

When it arrived for my turn to check out, bonus card in hand, the clerk again said hello and asked if she could scan my bonus card. She asked if I’d like her to hold onto my coupons until she was done.

The baggers had been flowing very consistently between the different registers to help. It didn’t seem like any cashier had to do his/her own bagging for an entire set of groceries.

Since I was in a talkative mood, I asked her about the customer service award placards on the wall. “How do you earn an award, a 100% rating,” I asked. “You have a mystery shopper come in who is looking for you to address her appropriately, take care of her needs, and ensure she’s satisfied,” she replied. I asked if she tries to figure out who might be a mystery shopper so that she can earn the award. The cashier said, “No. I try to treat everybody, my customer, my co-worker, my team leader like I would want a family member treated. As long as I keep that attitude, when the mystery shopper comes, I’ll get the reward.”

This short narrative about a two-minute transaction addresses many things – attitude, body language, customer engagement, employee knowledge, teamwork, employees who know their roles, proactivity, and efficient processes.

When you define your customer experience, narrate the story to be clear to others what’s expected.

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