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Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

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Don’t Kick the Problem Down the Road – 9/3/24

Posted on September 3, 2024 in Customer Service Tip of the Week Please leave a comment

The error was obvious.  Shania is a clerk at a local government office, and she could tell that something was wrong with the permit request.  She was about to reject the request because the address was invalid.

If this would have been handled like the normal process, Shania would have marked the request as rejected, and the resident would receive an e-mail within the next week that was automatically generated from the system.

The message would simply say that the request had been rejected and for the resident to contact the local permitting office.

Pause to Find the Cause

But instead of doing what’s normally done, Shania made a little extra effort.  She decided to do a little investigation.  She found out that the resident had submitted the request by filling out a form, and that one of Shania’s co-workers entered the information into the permit request system.  What the resident wrote down and what was keyed into the system were different.  The co-worker had made a keying error.

Shania updated the information in the system, so the permit was officially completed correctly and was allowed to continue through the review process.

Consider the Impact Beyond the Moment

Shania’s simple act of patience, this simple investigation, this simple questioning why somebody would have put in an invalid address – these actions avoided a lot of issues.  The resident didn’t have to wait a week for a rejection notice that they would have to follow-up on and address.  A co-worker wouldn’t have been brought under scrutiny by an angry customer for the error.  The delay in the permit process for the customer would not happen. Additional work for the team to reprocess the request would not have to happen.

By being patient, asking herself a couple key questions based on her experience, and discerning what would be the best approach overall rather than what would be most expedient in the moment – these actions resulted in a better customer experience and time saved for her team.

Pause to find the cause, instead of simply kicking the problem down the road.

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Brainstorm to Better Yourself – 7/2/24

Posted on July 2, 2024 in Customer Service Tip of the Week Please leave a comment

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 off point for deeper/better ideas from participants.

Brainstorming as an individual isn’t quite as easy an exercise, but it’s something that can create similar outcomes.  If you’re trying to identify ways that you can improve yourself and your role in customer service, it really helps to be asked the right questions.  So hopefully some of the following questions – and particularly your answers to these questions – will help you to find ways that you can be just a little bit better in the future than you are today:

If you had 2 free hours and could do anything possible to uncover ways to better your performance, what great customer service companies would you research?  What co-workers would you shadow?  What team members would you sit down with to just tap their brains for ideas and best practices?

How could you improve your communication skills?  Become a better listener?  Communicate more concisely and specifically?  Become more empathetic of the other person’s situation?

If you had available financial resources or funding, what training or webinars or books or workshops would you engage with to learn?

What are the 3 aspects of customer service where you are best?  What can you do to get better?

What are the 3 aspects of customer service where you have the least experience or you’re not quite as strong?  Who or what can you engage with to get better at those 3 specific topics?

Maybe these questions lead you to one or two ideas that you can take action on to improve.  Maybe these questions lead you to 8-10 different ideas.  Either way, answer these questions to identify opportunities to improve.

Take a few minutes to brainstorm by yourself to find ways to better yourself.

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The Power of the Pause – 6/25/24

Posted on June 25, 2024 in Customer Service Tip of the Week Please leave a comment

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.  I don’t like to say “let’s stop that discussion” or “you need to stop talking.”  ‘Stop’ just gets taken as much more of an abrupt, sometimes rude way to cut somebody off.  But suggesting that we ‘pause’ the conversation suggests that it’s not fully closed (although for all intents and purposes, it is closed). It’s a softer way of ending one part of the conversation and then transitioning to another topic.

So, that word – pause – is a useful tool.

Also, learning how to pause is useful.  I’ve received many e-mails recently where the person should have paused before hitting Send.  They should have re-read what was being requested and made sure that their e-mail was addressing the specific request.

I’ve been in conversations where I could tell that people considered going down a negative path, but – instead – they calmly tried to convey their concern about a co-worker or about a situation before transitioning to some potential solutions.  I could tell they were intentionally thinking about what they wanted to say, because there were these subtle pauses during the conversation.

Pausing enables you to be thoughtful.  It enables you to take that emotional intelligence that the “gurus” of the world say we need to have, and put it to use before we just give a reflex response to what’s being said or how it’s being said.

Maybe you are trying to redirect a conversation, you’re wanting to send an e-mail that truly addresses the other person’s points, you seek to go down a path of solutions rather than pure negativity, or you’re striving to convey a little bit of thoughtfulness in your response.

To be more effective and impactful in those situations, tap into the power of the pause.

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