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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

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

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Have a HOFAS Talk – 11/10/15 TOW

Posted on November 10, 2015 in Customer Service Tip of the Week Please leave a comment


I was dealing with an issue at a non-profit organization where I volunteer, and the employees were in a disagreement about how to handle a situation. There was no shortage of opinions, and the rumor mill was rampant. Much of what was said behind the proverbial closed door was negative about “them,” whoever “them” was to the one speaking.

To begin to deal with the issue, we began to facilitate small group conversations. The goal was for people with differing opinions to talk out in the open with each other so – eventually – everyone would have a fuller understanding and some empathy for others. This would create the platform from which progress and decisions could be made.

I bring this up because the 5 core principles we used in the conversations could be applied to most significant issues you might have with an irate customer or co-worker. The acronym to remember is HOFAS:

  • History – Get the facts of the situation, the background clear. Ensure that you’re starting the conversation with the same understanding.
  • Opinions – Encourage people to offer their perspective. Try to avoid arguing with their opinions; remember that those are just opinions, not facts, and people are generally entitled to opinions.
  • Feelings – Let them get the emotions out. If people can vent, they can usually blow off steam and begin to calm down.
  • Alternatives – Identify potential next steps, sometimes soliciting their ideas for resolutions, and often trying to identify more than one solution in order to offer everyone choices and flexibility.
  • Solutions – Determine which action to take, and which solution to pursue. Confirm what you all decided would be the next steps and timeframes.

 
You want to start these conversations by noting the 5 core principles and sharing that all comments should be provided in a manner that’s helpful and respectful. This reinforces the desired tone of the conversation and suggests that the discussion be about the issue, not the individual.

When dealing with the irate customer or co-worker, ensure the other person gets to talk. People want to be heard and to feel that they matter.

Have a HOFAS talk.

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Make 5 Minute Presentations to Co-workers – 11/3/15 TOW

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


My customer service consulting firm conducts many visioning workshops for clients. The workshops can address the Mission, Vision, Values, Core Beliefs, Statements of Desired Culture, and Definition of a GREAT Client Experience.

At the client’s request, two of this year’s Visioning workshops have incorporated something different and interesting. The Visioning work is necessary because these particular clients are growing, and with new staff and – at times – new functions, there is a lack of understanding that’s developing.

Who works in other divisions? What do they do as individuals? What do they do as a division? How do they impact me? How do I impact them?

Issues can arise because of a lack of understanding of others serving the same customer, others who are “my internal customer,” or those that “serve my department.” There’s miscommunication. There’s a customer being misdirected. There’s one department operating as normal without realizing they’re causing problems and customer complaints for another department.

As a part of these workshops, early on we have leaders of key departments or divisions make 5-minute presentations to others in the room. The presentation can be in any format and any level of formality desired – flexibility is offered to the presenter. However, the focus of the presentation has no flexibility. Every presentation has to answer this key question:

What does your division do for the customer?

If the presenter would like to present other information, they could provide information on services, functions, and/or benefits to the customer. Q&A follows, understanding of common customers and interrelationships are brought to light, and a movement toward a common vision can now begin.

It’s amazing what benefits can result in simple five minute presentations, Q&A, and seeing what everyone in the organization does framed around the customer.

Frame conversations around the customer. Make 5-minute presentations to co-workers.

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A Great Co-worker Question – 8/4/15 TOW

Posted on August 4, 2015 in Customer Service Tip of the Week Please leave a comment


In working with a client on a culture change initiative, we were discussing how employees can best form relationships and support each other. Some members of our culture team talked about how employees often ask each other “How are you?” – which is positive, but it’s usually done out of habit, and the expected and typical response is simply “fine.” There’s no depth in the question and response, no real desire to have a greater understanding of the other person and enter into dialogue.

So what is the question to ask? Is it “Can you tell me your feelings today?” Is it “T’sup?” How about “What can I do for you?”

Try this: “What do you need?”

Asking a co-worker this question means that you want to help them. From a business perspective, you’re focusing the question on needs, not wants. It’s a better question than “What can I do for you?”, because the co-worker may not know what YOU CAN DO, but they do know what THEY NEED.

The need could be a simpler method of accomplishing a task. It could include stress relief or rest. The need could be a good performance evaluation. The need could be someone to talk to about their frustrations.

Asking about the need opens the door to a relationship with others and to helping others.

If you want a deeper relationship with co-workers and you want to help them as well, ask them this question.

What do you need?

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