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A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

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Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16

Posted on September 13, 2016 in Customer Service Tip of the Week Please leave a comment


I received a request for help from an Information Technology call center representative. She wanted to better herself, but she had no access to corporate training. However, she clearly knew her needs – she had difficulty troubleshooting issues on the phone with customers.

She was communicating purely verbally – no written instructions for the user, no body language to read or convey. The representative sometimes got lost in the details of the issue, so it’s hard to help a novice user if the representative herself has difficulty keeping all the facts clear and top-of-mind. Also, the representative wasn’t always certain where the user was on the system versus where the representative expected the user to be during the resolution process.

So the representative wanted guidance – what were specific, tactical things she could do to better resolve issues on the phone? Here are some thoughts – although they’re written through the I.T. lens, they apply to any telephone troubleshooting situation:

  • Tell the customer that you’re going to ask several questions, and note why you’re asking (i.e., the better you can specifically know the issue and cause, the better you can give them the right solution).
  • Be patient with the customer – they probably are frustrated and may be overwhelmed.
  • Avoid acronyms and “tech terms” – the customers are probably not as knowledgeable as you.
  • Get to the root cause before you get to the solution. That way you can address it the first time without backtracking through resolution steps to alternative solutions.
  • If you get lost in the details, draw a picture of the issue and resolution process on a piece of paper (almost like a flow chart) while talking with the customer. That way, you don’t have to rely on your memory; you can see everything on one page. Possibly have standard bubbles on the paper that address key points including: hardware system, application/software, timing (time of day, day of week), frequency (first time or recurring), system messages, key issue occurring, etc.
  • If you have trouble explaining to the customer how to troubleshoot, walk them through the typical flow on your paper. Then, after each question or step they complete, confirm with the customer that they understand. Never go to Step 5 until you’re certain they’re done with Step 4 and you know where they are after Step 4.

Review these quick telephone troubleshooting tips, and tailor them to make the issue resolution process better for you and your customers.

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Strategize on Sinking Your Competition – 3/8/16 TOW

Posted on March 8, 2016 in Customer Service Tip of the Week Please leave a comment


If you could change one thing about your competitor’s customer experience that would make them fold, what would you change? Literally think of specific customer service situations that could occur that could hurt another company’s business.

To spur your thoughts, think about a key competitor of yours. Now here are some suggestions to consider:

  • Ensure your competitor doesn’t respond to e-mails.
  • Make sure there is conflicting information on the website, at the storefront, in customer forms, and provided on the phone.
  • Miss deadlines.
  • Ensure your competitor’s customers wait for long periods of time without telling them the length of the wait or explaining the reason for the delay.
  • Have staff argue with each other in front of customers.
  • Avoid greeting customers when they come in, never smile during the encounter, and don’t thank them at the end.
  • Make sure your competitor’s employees never apologize or say “I’m sorry” for an issue.

Am I suggesting these because I want you to subvert the success of your competitor?

No, I’m suggesting these scenarios (and whatever other scenarios you come up with) because they are the same reasons why customers could leave your business. Or even if you’re in a government organization, these are the reasons why the customer will call to complain or post hateful diatribes on social media.

Take a minute to be subversive. Brainstorm on how to bring down the customer experience of others. Then, use that brainstorming information to evaluate your own organization. Ensure you plug the leaks in an otherwise strong customer experience so that your company’s customer service doesn’t drive customers away.

Strategize on Sinking Your Competition.

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Emotions Take Energy – 3/1/16 TOW

Posted on March 1, 2016 in Customer Service Tip of the Week Please leave a comment


Are you ever been exhausted at the end of a day? How about the end of a conversation with a co-worker? Are you worn out by a tough talk with a difficult customer? Maybe the effort you put into the day, the stubbornness of a co-worker, or the attitude of the customer just wore you down. Or – just maybe – your own emotions that bubbled up are what wore you down.

Ever wonder why pro golfers are noted as being so steady, so calm? Some of that is because it helps them to focus on the immediate task at hand – the next putt, the next drive, visualizing the next shot. They can’t have the quality of what they’re about to do negatively impacted by what they just did (even if it was a good shot). But they also are walking and swinging for 4 hours straight, and they need to have strong energy of body and mind on the 18th hole just like they did on the 1st hole.

Emotions take energy.

When we teach classes on how to defuse the upset customer or co-worker, we talk about letting the other person vent – let them blow off steam. Once they’re given time to vocalize their concerns, many naturally settle down. Why? Because they’re tired – they just expended a lot of energy through their emotional outpouring.

So there are two lessons to learn here – First, realize that when you expend emotions when engaging others, it’s going to take some of your energy. Emotions are wonderful things when channeled for good, so ensure that you’re saving that emotional energy for times when you want to celebrate and do for others or pat yourself on the back. Try not to let yourself get so emotionally involved in things that don’t deserve your energy. Focus on the task, the details, the next steps – convey you care without carrying emotions into everything you do.

Second, use the knowledge of the emotions-energy link during tough customer and co-worker conversations. Realize that allowing the other to vent helps to wear out the other and bring their emotions down. Conserve your energy as they expend theirs; then you can work from a lower key and more objective position to start resolving issues.

On those low energy days and during those tough talks, remember that Emotions Take Energy.

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