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Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

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

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Paint a Picture, Take a Picture – 2/5/19

Posted on February 5, 2019 in Customer Service Tip of the Week Please leave a comment


Many of us are visual learners. In order for us to understand the concept, we need to be able to see the concept illustrated. And by seeing the concept illustrated, I’m not just talking about taking something that somebody says and merely typing it into an email. I don’t mean simply providing detailed instructions line by line. What I do mean is literally seeing a picture.

Many times over the years, I’ve been trying to describe a strategy, process, or some key steps to a client that they need to take to be successful in whatever topic we’re discussing. And at some point, it’s clear that they’re getting part of what I’m suggesting but not all of it. So, I will either take out my computer tablet or a sheet of paper, and I will draw a simple diagram. Then their eyes light up! They understand the concept, and they often ask if they can keep that piece of paper or ask if I can send them a softcopy of what I wrote on my computer screen.

For many of us, when we hear hundreds of words mesh together to describe a series of next steps or a process, the words blur. We either lose focus, or there is a particular step or phrase that diverts our concentration. To avoid this when working with customers, we need to move those hundreds of steps to a simple graphic of 3-5 connected boxes. It simplifies it for those of us who are visual.

Take a Picture to Jog their Memory
Just as in the example that I shared where they asked to keep my sheet of paper, think about your pre-printed documents – maybe it’s the procedures on a wall poster. Maybe it is a hardcopy document that you were viewing with the customer about a contract, a policy, an agreement, or a process. Don’t expect people to remember what we say no matter how wonderfully we explain it.

Have them take a picture of it with their phone or give them a QR code so that they can go to the exact URL using their phone camera. Make sure that this visual representation that you provided to them is something that they can take with them to remember and refer back to in the future.

When having a conversation with a customer, gauge how well they’re understanding what you’re conveying.

When needed, paint a picture, and – so they remember – let them take a picture.

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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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Watch that tone, young man! – 10/2/18

Posted on October 2, 2018 in Customer Service Tip of the Week Please leave a comment


Watch that tone, young man!

When I was growing up, unfortunately I heard that phrase more times than I care to admit. Maybe that’s why I’m so cognizant of my tone today and so in tune with the tone of voice that others use as well.

An Australian training firm recently authored an article that addressed tone of voice. Even though this article is a little more sales-focused than customer service-focused, it’s an interesting read. It not only describes how to interpret different tones of voice, but it also promotes the need for you to be intentional about the tone you use based on what message you want to convey.

If you want to seem reasonable, don’t overemphasize any words. If you want to convey you care, speak with a slight rasp or a little bit more from the throat. If you want to come across as “up-beat,” have your “vocal inflections rise at the end of certain words,” particularly the other person’s name. For example, say the following phrase twice – first with a flat tone and second where you emphasize “Mary”: Mary, nice to meet you.

There are 8 tips, so feel free to check them out. The main point I want you to think of – beyond the specific techniques suggested – is that you need to have an intent of what kind of message you want to send with your tone, so that your message is delivered and heard the way you want. Pause, and consider the tone before you speak.

Watch that tone, young ‘Tip of the Week’ fan!!

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