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It Helps to Downshift - 3/11/25


One of the first tips I heard when I was learning how to drive related to what to do when the brakes fail - downshift.  Shifting into a lower gear can slow down a moving vehicle.  I would explain this in technical terms to you, but considering I’m not Read more

Patience is… - 3/4/25


Patience is a…pain in the neck.  Why is it so hard to be patient?  Those of us who work in customer service know that we constantly have to show patience with our customers.  We’re ready to move to the next step or the solution because we’ve heard this issue Read more

Everybody Doesn’t - 2/25/25


Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he Read more

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

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Get to Know Yourself Better – 1/30/18

Posted on January 30, 2018 in Customer Service Tip of the Week Please leave a comment


Confidence in your ability to deliver customer service is exceptionally important. I often quote Vince Lombardi who said “Confidence is contagious, and so is lack of confidence. And the customer can recognize both.”

Confidence is important to you and to the customer. It lets the customer know whether they can trust and believe you, or not. Should they follow what you say, or should they “answer shop?” Should they accept your explanation, or should they ask you 15 follow-up questions? Much of their response (and whether they end up wasting your time or the time of your co-workers) is based on your confidence.

So, what creates confidence?

Judith Bardwick (management consultant, psychiatrist, author) once said: Real confidence comes from knowing and accepting yourself – your strengths and your limitations – in contrast to depending on affirmation from others.

Starting with the last point first, don’t seek affirmation from others in order to drive your confidence. If you receive the compliments, then great! That’s a bonus. But don’t rely on someone else to do something for you in order for you to create a positive self-image.

Bardwick believes that being confident outwardly is based on your inward knowledge. Do you know your own strengths and weaknesses (or “limitations”)? Do you accept those? When I say “accept,” I’m not saying that you should refuse to improve, but at least be honest that that’s who you are at that specific moment.

Do this exercise to build your confidence in front of customers. Simply take out a sheet of paper, and write down 5-10 of your strengths that relate to customer service such communications, relationship-building, organizational skills, and other characteristics of people great at customer service. Then, write down 5-10 areas that are shortcomings or at least not your core strengths.

Then review the list. Tell yourself “yes, this is me at this moment. I am REALLY good at these 5-10. These other points are areas where I’m not great and may need to improve in the future.”

That knowledge and acceptance will help you to be more conscious of what to leverage when serving others (your strengths), and what situations to avoid or seek support in (your limitations).

Get to know yourself better to serve your customer more confidently.

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Groucho Marx and 8 Times More – 1/16/18

Posted on January 16, 2018 in Customer Service Tip of the Week Please leave a comment


Groucho Marx once asked “What would you rather believe? What I say, or what you saw with your own eyes?”

Now, my answer would be “I’d rather believe BOTH!” But, if the question was “What do you believe?”, then – for most people – the answer leans toward “What I saw.”

Research has shown that in face-to-face conversations, people are 8 times more likely to draw their conclusions about you based on your body language than based on your words.

So even if you try to think of the perfect thing to say, they’re noticing your posture, what direction you’re facing, your arms, your eyes and mouth, and your hand gestures.

The words you say are like the words written on the page of a children’s book, but how you physically appear to the other person often is like the page’s illustration that is more memorable to a high percentage of the readers.

So, face the customer or co-worker, with shoulders parallel to those of the other person. Be conscious of your eyes and eyebrows – using them to convey focus and interest in what’s, well, interesting!

Nod to confirm agreement or understanding, smiling to establish rapport and convey warmth. Have good posture – professional enough to convey confidence without appearing rigid.

Use hands and arms to convey openness and interest, and have a slight body lean forward when you’re listening to convey that what they’re saying is important.

It’s the little things that matter to many, and these little non-verbal things matter 8 times more to many people than what you say.

Send the right message to what they’re seeing with their own eyes.

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Do This, Not That! – 1/9/18

Posted on January 9, 2018 in Customer Service Tip of the Week Please leave a comment


Several years ago, a relative introduced me to the book “Eat This, Not That!” One version of the book operated off that premise that if you have to eat at a particular restaurant, eat THIS option (not THAT option), because it’s healthier.

Now, let’s have some fun! Let’s apply the THIS/THAT approach to the phrases we use in customer service.

When a hospital patient is nervous or anxious, Say THIS -> We’ve helped many patients who have had the same treatment, and they’ve gotten through the process with positive results. (Build their confidence)

Not THAT -> Stop complaining. It’s not that big a deal. (Don’t downplay the person’s right to feel what they feel)

When a sports ticket holder is upset, Say THIS -> I can understand the frustration, and I’m sorry there was an issue with the seats. Let’s see what we can do about this for you. Can I have your account number, please? (Empathize and apologize; transition to a next step; ask them an objective question)

Not THAT -> What’s your account number? (Don’t ignore their desire for you to take SOME responsibility prior to moving to the solution)

When a customer calls with a complaint about the company and makes it personal about you, Say THIS -> I’d like to help you, Mr. Smith, but we need to be able to discuss it professionally. If that’s possible, I’m happy to talk more now, or – as an alternative – we can schedule a call to discuss again tomorrow, or I’m happy to get someone else to help you. Which option would you prefer? (Don’t take the abuse, but let them know your expectation for how you’ll be treated, and share alternatives)

Not THAT -> If you’re going to be a $%^&#!, I’m not talking to you! (Even though you may want to fire back, don’t feed into it and escalate the conversation; don’t sink to their level and make it personal)

There aren’t always perfect phrases for these situations, but there are characteristics of what to say and not say when faced with these challenges.

Do This, Not That!

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