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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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I Know It When I See It – 7/28/15 TOW

Posted on July 28, 2015 in Customer Service Tip of the Week Please leave a comment

“I know it when I see it.”

In 1964, a United States Supreme Court justice used these words to determine whether a movie was an “obscenity” or not. He couldn’t define an obscenity with words, but he concluded that this particularly movie couldn’t be accurately described using that word (or other words the plaintiffs were using…).

It’s 51 years later, and for some reason that quote applies to a lot in life. Some things are hard to define, but you know it when you see it. Believe it or not, mediocre customer service is one of those things. I’m not talking terrible customer service – that’s typically easier to note than great customer service, but I’m talking about the little things that differentiate the below average from the above average, that differentiate the predictably poor from the predictably good, that differentiate those that don’t care from those that do care.

There is no perfection in life. There is no perfection in serving customers, either. It is as much an art as a skill or an attitude. It’s not pure science, but there are examples of that better interaction that show you that the person or the company got it right in customer service:

  • When the employee greets you they either stand or remain seated.
  • They either smile or they frown.
  • Either their eyes are engaged with you or distracted.
  • Either they face you or they don’t.
  • They either say “I’d be happy to help” or “no problem.”
  • When you turn in information, they either respond “that’s perfect,” or they don’t respond at all.
  • They either say “I’ll call you back,” or they say “you call me back.”
  • They either apologize for the company’s error, or they avoid the apology.
  • They either thank you for your time and question, or they end the call in silence.
  • Either they ask you questions, or they wait for you to ask them questions.
  • They either go to you, or they wait for you to go to them.
  • They either confirm what you need, or they assume it.
  • They either confirm you got the need met, or they move on to something else.

These examples don’t necessarily illustrate the “WOW!” moment, but they illustrate the little things that create consistent excellence.

When it comes to the consistently positive customer service experience, the customer knows it when they see it.

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Teach People How to Teach You – 7/7/15 TOW

Posted on July 7, 2015 in Customer Service Tip of the Week Please leave a comment


I was privileged to be at a school district’s leadership conference recently, and a portion of the morning activities included a student panel talking about their experiences (good and bad) during their time in the school system.

One of the students – a high schooler who was blind – noted his frustration when he entered middle school because the teachers didn’t know how to teach someone who couldn’t see. So the student decided that at the start of each semester, he would write a letter to the teachers that told them how to teach him.

Imagine that – a student telling a teacher how to teach him – incredible story and brilliant idea by this young man; the idea enhanced his learning and the experience for the teachers as well.

This is a story from which we can all learn a lesson.

Maybe you don’t have the greatest boss in the world – they’re not great at asking what you need to be successful, or they’re not the best at growing your professional skills and getting the most out of you.

Find ways – a letter, a chat over coffee, an informal sit-down meeting in a conference room – to tell them about how to best work with you for their benefit, your benefit, and the benefit of the company and customer.

Let’s look at a different application of this story. What could you learn by asking the customer how you can best help them? Instead of telling them that you’ll send an e-mail follow-up, ask how they’d like you to communicate with them. Instead of mapping out your own relationship development plan, ask what’s the best way for you to learn about them to ensure you best know their needs and goals. Instead of telling them how they can learn more about your products, services, and customer service resources, ask how they’d like to learn about them.

Learn from this inspiring student – teach others how to teach you.

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Redesign around Millennials (and Others, too!)

Posted on July 3, 2015 in Business Advice, World of Customer Service Please leave a comment

Blog 7-3-15Millennials. I’ve been in so many meetings lately where they were the main topic of discussion. Why? Because they’re different. How they communicate, how they socialize with each other, why and how they move toward a brand and what could pull them away is different from other generations.

But couldn’t we say that about most of the customer groups out there? Aren’t first-time customers different than those that have been with you for ten years? Aren’t those that transact business with you purely via the web different than those that will only come into the store to make a purchase or get service?

The uniqueness of Millennials is important to note, but it’s important to note because every customer group (every customer) is unique.

To improve the customer’s experience, conduct this exercise with whomever the key 3-5 customer groups are for your business:

  • Research – Conduct research – surveys, focus groups, interviews, etc. – to identify what is most important to them about their experience. Is it speed, simplicity, self-service options, self-evident steps, text-based options, face-to-face dialogue, quality, or kindness? Identify just a few key attributes of their experience.
  • Journey Map – Use those attributes as guiding principles to redesign your customer’s experience by breaking up the experience into several Macro-process steps; here are six sample steps:
    • They identify a need for and inquire about “stuff”
    • They find stuff
    • They request/order stuff
    • They get a status on stuff delivery
    • They receive stuff
    • They complete/pay for stuff
  • Redesign – During evaluation of each step in this customer continuum, how well does the experience in this step address the guiding principles? For example, when they’re requesting/ordering an item, is it “simple, quick, and self-evident?” If not, then that’s where there’s opportunity for a redesign.

The lesson on the laser focus on Millennials is to look at each customer or customer group as unique. Know what’s important to them so you can design your world around theirs. Research. Journey Map. Redesign

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