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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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Love is never having to say you’re sorry – 11/6/18

Posted on November 6, 2018 in Customer Service Tip of the Week Please leave a comment

Love Story – great movie. Alli McGraw. Ryan O’Neal. And a surprisingly poor rating on Rotten Tomatoes – but I digress. The most famous line from the movie is “Love is never having to say you’re sorry…”

Unfortunately, great customer service isn’t about love, per se. Many customers want to hear “I’m sorry” before they can settle down, move on, and forgive/forget.

So how do you say I’m sorry?

The Terrible Transfer – Let’s say that you answer the phone, and the customer immediately tells you they’ve already been transferred 4 times. Consider saying “Oh, I’m sorry to hear that. That’s not how we like to do things around here.” Then do the following; either: (A) Make sure you personally take care of the need, (B) Make a “warm” transfer once you identify the employee who can help and that they’re available, or (C) Offer to take their contact information and call them back with the answer.

The Technology Troubles – Let’s say that a customer is trying to understand how to use some technology platform your company provides or navigate your website, and they’re having issues. Consider saying: “I apologize for the difficulties in getting the system working.” You could then offer to walk them through the process on the phone, staying on the line until it works; you could offer to visit them to educate them on the process; you could also provide documentation on the key steps to getting their need addressed.

The Protracted Process – Maybe it’s a situation where a process is taking way too long (whether they want to get an application approved, get a meeting scheduled, get a return or request addressed). You could state: “Sorry that the process it taking longer than anticipated. I’ll personally make sure we get this addressed quickly.” After you’ve received details on the situation, take 2 approaches. First, immediately work on the issue and/or bring in someone to get the need addressed. Second, communicate actions to the customer while the process is in place (to manage expectations and keep them in-the-loop) and when the process is completed (to ensure they know the process was done and to confirm satisfaction).

Unfortunately, great customer service DOES MEAN that sometimes you have to say you’re sorry.

Handle apologies with aplomb.

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Words that Convey You Care – 10/30/18

Posted on October 30, 2018 in Customer Service Tip of the Week Please leave a comment


Of course you care about your customer and your co-worker. You wouldn’t be reading these tips, trying to learn and improve, if you didn’t care. But sometimes that caring doesn’t get translated based on the words that we may use. So, we’re going to walk through 3 different scenarios, and for each scenario we will suggest what NOT to say (Because it may convey that you’re indifferent), and we’ll offer alternatives on what TO say to convey you care.

SCENARIO 1: The customer requests something from you, and you’re not sure it can be done.

  • Don’t say “That probably won’t work.”
  • Tell them that “I HOPE we can help…” The word “hope” displays your desire to help. Then, explain how you’ll investigate their request.

SCENARIO 2: The customer requests that you personally do something, but it’s not your responsibility.

  • Don’t say “That’s not my job.”
  • Tell them “Let me get you in touch with the person who can best help you with that.” This response conveys you’ve taken ownership at least to the point of getting them in touch with the right person. You care enough to help them get their need met.

SCENARIO 3: You are asked to help with something that is a low priority to you (although it’s a “big deal” to the customer).

  • Don’t say “That’s not important” or “That just doesn’t matter” or “That’s a low priority” or “That’s not a big deal.”
  • Say “I understand that this is important to you. Let’s see what we can do.” You acknowledge – with your words – the importance to them. You are looking forward toward a solution.

Ensure your words don’t convey you’re indifferent. Use words that convey you care.

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Execute at a High Level – 10/23/18

Posted on October 23, 2018 in Customer Service Tip of the Week Please leave a comment


The football coach was in the midst of a season where his team had not won a game. After a recent loss, the head coach entered his press conference. One of the reporters asked a simple question: What do you think of your team’s execution?

The head coach replied, I’m in favor of it.

OK, now before we go too far, let’s define “execution” in customer service. Execution is the successful delivery of a procedure or application of a process. It is taking what is expected and documented and planned out, and then performing it as designed and at a high level.

Let’s think about that for a second. We’re talking about executing as taking action as somebody who serves others, works to retain clients, works to develop relationships with customers, works to grow business with those fans or accounts or guests. We’re not just talking about implementing a procedure.

The way I’m defining execution goes beyond the basics. It’s not just doing steps A & B – what you have to do – but it’s doing them responsively and quickly and accurately and timely. It’s not just saying what we are to say and taking the action we are to take. It’s doing it in a way that conveys to the other person that they are more important than this procedure that we are enacting. They are being cared for through a process but by an interested and empathetic team member.

The next time you utilize a procedure for a customer or work through a process for a client, think about how you can execute the actions at a high level. Consider how to make that customer feel the caring you have for them and their situation as you still follow the appropriate steps. Make execution a good thing in customer service.

Execute at a High Level.

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