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Change on the Fly - 5/30/23


Situational service requires some advanced engagement skills.  It involves seeing each situation independent of any others, reading the moment, and changing on the fly to create the best possible customer experience and outcomes.  So, what are some keys to situational service?  Keep these guiding principles in mind: Start Open-minded: When Read more

Try an Empathy Exercise - 5/23/23


We often note that empathy is the most important quality to have in order to be great at customer service.  Empathy enables you to view people uniquely.  It helps the customer not to feel like just a number.  And the more we can view people as individuals, the better Read more

Time is of the Essence - 5/16/23


Time is precious.  There’s no time like the present.  Your time is valuable.  Timing is everything.  Children spell “love,” T-I-M-E. There are many great quotes that reference time.  And part of the reason is that time can be considered somewhat finite; at least within the day, it’s a limited resource.  Read more

Perpetuate Positivity with the Customer - 5/9/23


We’ve written many Tips on how to deal with various negative customer emotions.  Those emotions could reflect anger, fear of the unknown, upset, anxiety, or nervousness.  But instead of talking today about how to deal with their negative emotions, let’s talk about how to engender some positive emotions. We want Read more

Are You in a Position? - 5/2/23


Last week’s Tip compared Perspectives and Positions, and we noted that when people have a perspective on a given topic or issue, that’s often useful.  However, when people are more focused on their position, things can get testy. One topic we didn’t fully address last week was the definition of Read more

De-escalating Conflict in Customer Service - 4/25/23


Conflict can be very healthy and productive.  You and your customer are taking different perspectives, but if you have the same goal and you focus on what you’re trying to accomplish, the different perspectives may lead to an interesting approach or a mutually-beneficial solution. If the decision was up to Read more

Why a Home Run Swing Whiffs - 4/18/23


ACME Tree Service showed up at Nancy’s house to provide an estimate for trimming some trees.  The sales consultant looked at the trees and their proximity to the house, and he quickly wrote up a bid.  Heavy trimming on 9 trees.  Heavy price tag.  It was a quick conversation Read more

Communicate Crisply - 4/11/23


I try to make these tips around 300 words, but oftentimes I’m North of 400.  I work hard to pare down the words because I don’t want one or two core points being lost in a barrage of verbosity. Phrases like lost in a barrage of verbosity are the things Read more

Improve Co-worker Rapport to Improve the Customer Experience - 4/4/23


The movers were packing up the house.  It was a stressful time for Janine.  She was having to move her aging parents to a new city in a new State to help care for them.  The parents were leaving behind friends and a community where they’d lived for most Read more

G.A.B. – The Survey Guiding Principles - 3/28/23


You’re excited!  The company has okayed your conducting a survey, and you immediately think of a half dozen questions you want to ask every customer.  You document your questions, get input from others, and all of a sudden you have a Word document with 36 questions instead of 6.  Read more

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Don’t Let it Stick – 4/28/15 TOW

Posted on April 28, 2015 in Customer Service Tip of the Week Please leave a comment


Many American college football teams have the tradition of putting special stickers on their helmets. The stickers are an award for a great play. A player at Ohio State may have 20 Buckeye stickers noting all the great plays they made, while a Florida State player may have lots of tomahawks on their helmet. The more stickers you have, then the more great plays you must have made – and everybody can see that you must be a fantastic player!

Imagine you wore a helmet at work, and you get a Star on your helmet every time that customer compliments you, that patient says you did something great, or that account thanks you for going above and beyond for them. However, every time your boss berates you, every time that customer complains to you, and every time that account holder sends you a nasty e-mail, you get a big red “X.”

As you walk around the office you see others’ helmets, and they see yours. You get a perception of who is great and who is awful by the Stars and the X’s you see, and others also get a perception of you.

By wearing these helmets, the opinions and comments of others dictate how you’re perceived, but you can never let the opinions and comments of others dictate how you perceive yourself.

If we let those words and emotions of others “stick” to us, then we’re letting others determine our worth and our self-image.

Instead, we need to find ways to let the only stickers that matter to be those that we give to ourselves. At the workplace, we need to find ways to congratulate ourselves for small successes, to give ourselves Stars for being responsive, to add a sticker for focusing on that customer or co-worker like they are the most important person in the world.

I’m not saying we should build our own ego, but I am saying that we need to feel good about what we do for others, and if we rely on others to identify our value, most of us will be selling ourselves short.

Don’t let the opinions and comments of others “stick” too long.

Fill up your own helmet.

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Create Your Own Moments of Truth – 3/3/15 TOW

Posted on March 3, 2015 in Customer Service Tip of the Week Please leave a comment


Bonnie can run 100 miles an hour – not literally, of course. She’s a nursing assistant on a floor of a hospital, so she rarely goes into a full sprint, but she is constantly in motion. If you could watch her, you would see she’s hyper-productive. Whether it’s making the bed, dressing the patient, or taking vital signs, she’s efficient and quick.

Despite this high productivity, the patients and the co-workers never feel like she’s rushing them through or making them feel like a cog on the assembly line.

Bonnie has that innate ability to pause at just the right time and in the right way. When a patient has a need or question or comment, she looks the patient in the eye, and slows down the task. When the nurse manager has a question while Bonnie is “running” down the hall, Bonnie stops, faces the manager, smiles, and takes a calming breath. When a new co-worker is confused about the schedule or their assignment, Bonnie puts down her pen, softens her voice, and affixes her eyes on the co-worker’s papers.

As good as Bonnie is with her body language and tone of voice, she’s even better at something else. She’s better at seeing the situation.

When it comes to serving others, her eyes are always open for opportunities to engage others; the other person’s question, need, confused look, or eye contact are what Bonnie is always looking to see. She is always seeking cues for a chance to serve.

Work on the habit of looking for cues in others that there’s an opportunity to serve. When you see those opportunities, don’t let them go by.

Slow down, and start creating your own Moments of Truth.

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Of Panthers, Bratwurst, and a Greater Purpose – 10/14/14 TOW

Posted on October 14, 2014 in Customer Service Tip of the Week Please leave a comment


I’m fortunate to be a season ticket holder of the Carolina Panthers NFL football team. At most games, I grab something to eat in the concourse before I go up to my seat, and the dynamics of the interactions with the staff at the food booths are usually VERY positive. Let me paint a picture…

First, I let my stomach guide me to the right booth (Will it be nachos, a burger, or bratwurst? Decisions, decisions…). Once I select the location – which typically has about 4-5 windows and lines of fans waiting to order, I choose the line, and begin slowly moving toward the front, taking baby steps after each customer is served – nothing special about the experience at this point.

But then it happens – a true customer service 21st century miracle! Are you ready? I get great customer service from (Are you REALLY ready?) people who are paid…NOTHING!

At almost every booth at every game, the booths are manned by volunteers. You can tell by their hats that they’re supporting a local high school marching band or a dance academy or some other organization. The “employees” are volunteers, but the organization gets a piece of the sales revenue.

When you encounter these volunteers, they ask you what you’d like, and they lean in to make sure they heard it correctly. These cashiers relay it to the co-workers to ensure they get the order passed on; the cashiers are always smiling, confirming your order. They’re joking with co-workers. There’s positivity EVERYWHERE!

They like their co-workers and care deeply about getting things right. “Now you wanted chili, is that right, sir?” or “Would you like extra jalapenos – no charge?” or “Was that a diet or regular?” or “Thanks much for coming! The condiments are in that silver station behind you. Enjoy the game!”

You might read this and ask “What’s impressive about this experience?”

These are people working for hours and hours in a tough industry – food services. They are not well-trained, they are on their feet for 4-5 hours at a time, and they’re dealing with sports fans – many of which are getting increasingly intoxicated as the game progresses.

Yet, the volunteers are positive. They convey appreciation. They work as a team with their co-workers. They listen, they confirm, then they get the order right…all without personally earning a dime.

So why are they so good? Because they know the greater purpose in what they do – supporting their kids and the activities their kids love. They know the benefits of their work and who benefits. They and their co-workers have the same goal. They WANT to do a good job for you…and for their kids.

To create a great customer experience, learn from these food service volunteers. Find the greater purpose in what you do.

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