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Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

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

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A Blockbuster of a Mess – 5/3/16 TOW

Posted on May 3, 2016 in Customer Service Tip of the Week Please leave a comment


It was vacation time at the beach – and it was pouring rain. With no beach time possible and with the unappetizing thought of spending all day long inside with a condo full of teenagers, Jacob decided to find something to do. So with teenagers in tow, Jacob took the kids to the movies.

They went to the nearest theater – the first time they had been there – and what started out as a great idea for a 2-3 hour diversion became a good decision gone bad.

Now keep in mind, it’s a Saturday afternoon and it’s pouring, so that’s a good indication to theater management that it’s going to be busy; a blockbuster was opening that weekend – again, it’s going to be busy. So Jacob and his crew arrived at the theater about 30 minutes early, waiting in the rain for 15 minutes – got up to the ticket window and were told – it JUST SOLD OUT. Ugh.

Good news! Next show is in 30 minutes. So they bought the tickets and went inside, but they and eventually about 80-100 other people were waiting behind a rope. Although there were 4 concession areas, there was only 1 open; the other 3 were closed, and the staff wouldn’t let customers buy any concessions or wander around the rest of the lobby until the other movies started. So 80-100 wet people were cramped behind a rope and against the wall together until the next show was about to start.

The lessons were many.

The forecast had said rain for days. The theater knew of the blockbuster opening for weeks. Staffing could have increased to open other concessions. They could have modified the rope lines and setup to allow people access to more of the lobby so they weren’t so cramped. They could have said “I’m sorry” at least once or twice. But none of this happened.

No anticipation – of high demand on Saturday.
No adjustments – to staffing or customer access/flow.
No acknowledgement – of the issues.
No apologies – by staff.

Look ahead to Anticipate and Adjust. And when that doesn’t work, Acknowledge and Apologize.

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Elaine had an Eye for Customer Service – 3/29/16 TOW

Posted on March 29, 2016 in Customer Service Tip of the Week Please leave a comment


I don’t know if she realized it, but Elaine was great! The Optometrist Assistant went to the waiting room to call on Rodney, and she smiled as she said his full name. She introduced herself and asked him to follow her to the exam room.

As they entered she said – You get the BIG chair!

She asked about Rodney’s weekend and shared a little about hers as well when he asked. She told Rodney what she was about to do and why – whether it was checking vision or putting drops in his eyes.

They discussed the doctor he had met with months earlier when he was having an issue with floaters, and she raved about the doctor – “a special person…84 years old – been here his entire career…very thorough.”

When she was done with the diagnostics and drops, she conveyed a sense of urgency (but not anxiety) on Rodney’s behalf by pleasantly saying “let me get Dr. Smith in here for you.”

These are snippets from the conversation between Elaine and Rodney, but they illustrate so much that’s great in customer service:

  • Share your name and use their name – This personalizes the conversation
  • Be inquisitive – This conveys your interest and shows you care
  • Build up co-workers in front of customers – This adds credibility to the co-worker and the organization
  • Describe next steps – This reduces worry by making the unknown known
  • Explain “the Why behind the What” – This enables the customer (or patient!) to feel more comfortable with what’s being done; it helps with their buy-in and support.

 
Sometimes little things mean a lot. Learn from this little interaction about how a great customer experience can look.

Develop an eye for great customer service.

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Of Donuts and Delivering a Great Experience – 2/2/16 TOW

Posted on February 2, 2016 in Customer Service Tip of the Week Please leave a comment


Are you a Dunkin’ Donuts or Krispy Kreme raving fan? Take the poll in this Tip of the Week, and let us know!

Why are we discussing donuts? It’s because it’s rare to find someone who likes both brands equally. It’s because when you order donuts from one of their stores, you have decisions to make. Do you want sprinkles? How about chocolate or cinnamon? Good old fashioned glazed? Jelly? Maple? Hot and now?

There are many choices, and where there are so many choices, some customers want varieties and others want the same thing every time. To deliver the right donut, the employee can’t assume what the customer prefers.

In customer service, it’s easy to hear a key word or phrase coming from the customer and assume we know what they want; it’s easy to incorrectly read something into an e-mail or letter from a customer.

So when the customer has many choices in service delivery, how do you make sure you deliver the right experience in the right manner? Consider these 3 points in your dealings with customers.

#1 – Educate – Let them know the options. This gives the customer the best possibility of getting what they want the way they want it, because they know what service they can receive, when, and how. This also enables you to proactively set expectations with the customer about the experience.

#2 – Ask – Identify their true issues, needs, goals, and preferences in the service experience by asking specific questions – the what, why, when, and how of the need itself, as well as how they’d prefer it addressed.

#3 – Confirm – Before moving forward, restate your understanding of what they just conveyed. Remember, you want them to have a great experience, so convey you listened and you care by confirming (and then doing) the right thing.

To provide a great experience, truly know the customer’s choices prior to delivering the service.

Educate, Ask, and Confirm.

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