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Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

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‘Got to’ v. ‘Get to’ – 3/7/17

Posted on March 7, 2017 in Customer Service Tip of the Week Please leave a comment


I was at a community collaborative meeting in Charlotte recently, where 100+ representatives of different organizations gathered. They were from local governmental, not-for-profit, and private businesses. Large and small organizations were represented…

As a part of a brief exercise, the meeting facilitator asked everyone to stand and to get into groups of 2-3. She asked them to tell the others in their group one thing that “they have GOT to do this week.” The conversations ensued, and after 4-5 minutes, the facilitator wrapped them up.

Then she asked them to tell the others in their group one thing that “they GET to do this week.” The conversations began, and the energy in the room (and volume!) picked up dramatically.

It was an interesting exercise as a participant and observer. There was a general sense of stress or worry in the first conversation. In the second conversation, there was more laughter, more noise, more smiles, more positive body language.

In a few cases the “Got to” matched the “Get to.” For those people, it’s especially positive to them that what they’ve GOT to do this week is also something that jazzes them and excites them – it’s also something they GET to do.

It’s great if you’re in a job where your “Got to’s” are naturally “Get to’s”, but if you’re not in that situation (or at least you don’t think you’re in that situation), consider a mindset shift.

Instead of “I’ve GOT to talk to this griping customer,” it’s “I GET to bring some sunshine into this person’s day.”

Instead of “I’ve GOT to deal with all these impatient family members waiting at the hospital,” it’s “I GET to offer some comfort and confidence to others.”

What are your “GOT to’s?” Find ways to look at them positively. Find ways to make them “GET to’s.”

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Rapport in 90 Seconds – 1/17/17

Posted on January 17, 2017 in Customer Service Tip of the Week Please leave a comment


Sometimes we’re meeting the customer for the first time. It’s going to be a brief conversation, but we still want them to end the conversation feeling valued, comfortable, and confident – we want them to have a great experience.

Maybe there’s not enough time to establish a relationship, especially if you only have 90 seconds with the customer. So how can you at least establish a healthy rapport?

First, initiate and greet. Go to them, if possible, to initiate the conversation. Let them know you’re available and happy to help. Greet with some energy (not overbearing, but definitely not flat). Focus on them, and be friendly/courteous.

Second, make it all about them. Ask about their interest, their issue, need, or goal. Asking puts the focus on what’s important to them, making them feel important and valued. Restate your understanding to convey their situation is understood, and make it conversational – flowing dialogue is often key to rapport-building.

Third, share a little about you. It’s all about them, so what they need to know about you is that which makes them feel valued, comfortable, and confident. Valued – how what you do addresses their need. Comfortable – use your name to personalize. Confident – convey that you’ve helped others in similar situations.

Finally, let non-verbal factors communicate for you. Ensure that your body language and tone of voice back up what you’re trying to accomplish with your words. Engage with the body language, expressions, and tone in a manner that conveys you’re focused on them, empathetic, positive, and service-oriented.

Regardless of how much time you have with the customer, communicate in such a way as to engender positive feelings about you and your organization.

Establish rapport in 90 seconds.

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PAY ATTN – 11/1/16

Posted on November 1, 2016 in Customer Service Tip of the Week Please leave a comment


“PAY ATTN” – As I was leaving the football game, a fan had on a Carolina Panthers jersey, and where the name usually appears on the back above the number, the phrase “PAY ATTN” was stitched.

I’m not sure what the fan had in mind by having that moniker instead of her name, but it was ironic that that’s the phrase used. About a week ago, I decided to write this Tip of the Week about that expression I heard far too often growing up – pay attention. Or as my dad would say – PAY ATTENTION!!

I’ve used it with my daughter over the years as well; in some ways, I’ve become the parent that I used to roll my eyes at on a daily basis – but I digress.

The reason for being told to pay attention is because the parent wants you to focus on them and what they say. Oftentimes, “Pay Attention” is accompanied by “look at me.”

So why is Paying Attention so important? Because it conveys you’re listening to the other person, and it shows respect. How disrespected do you feel if the employee is “paying attention” to their phone when engaged with you?

The phrase can get the person focused. It can get them attentive to the individual who should be the most important person in the world to us at that moment – the person we’re serving.

Ask yourself – if I was PAYING FULL ATTENTION to this person, what would I do?

Would you set down materials that you’re holding? How would you listen differently? Would your body language or expressions change? How would your posture be different?

If you told yourself to “PAY ATTENTION!!” at the start of a conversation, what would you do differently?

Make the other person feel important and respected. PAY ATTN.

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