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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

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

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Are You in a Position? – 5/2/23

Posted on May 2, 2023 in Customer Service Tip of the Week Please leave a comment

Last week’s Tip compared Perspectives and Positions, and we noted that when people have a perspective on a given topic or issue, that’s often useful.  However, when people are more focused on their position, things can get testy.

One topic we didn’t fully address last week was the definition of Position.  Using a military analogy to define position, think about old war movies where soldiers dig a trench.  They’re taking up a position.  They hunker down in the trench, raise up to shoot at the opposition, and then they duck back into the trench.  Trenches don’t move.  The battle can take a long time, and they typically don’t advance until the opposition dies or they retreat.  They’re stuck.

Here are some other, more business-oriented examples of taking a position:

Mine is More Important: I facilitated a community group that was addressing how to best use funds from a national settlement.  Funds were to be used to address a community health issue.  There were over 20 members of the group, and – initially – each of them thought that their cause or solution deserved the majority of the funding.  There were 20 different positions.

Date Conflict: One employee said their draft report would be ready on Thursday.  The other employee told their teammate that it needed to be done on Wednesday.

The Full Refund: An event attendee wanted a full refund for the costs of their tickets to the sporting event that had a long weather delay.  The policy stated that there were no full refunds.

These are three very different examples, but they have one commonality – they all start with people taking a position.

Even though the starting point might be the position, just like in the military analogy, if we maintain those positions, the battle will go on for a long time.  People might fire shots at the other until one person, one position gets beaten down, or the other retreats.

Remember these examples to recognize quickly when someone is taking a position, so you can redirect and – instead – identify common goals.  This could save yourself and the other person from unnecessary arguments, negative emotions, and wasted time.

Recognize when you (or they) are in a position.

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De-escalating Conflict in Customer Service – 4/25/23

Posted on April 25, 2023 in Customer Service Tip of the Week Please leave a comment

Conflict can be very healthy and productive.  You and your customer are taking different perspectives, but if you have the same goal and you focus on what you’re trying to accomplish, the different perspectives may lead to an interesting approach or a mutually-beneficial solution.

If the decision was up to us, we might have one solution.  If the decision was up to the customer, they might have a second solution – and neither solution may work for the other.  But maybe there’s a 3rd or 4th or 5th solution – some of which may be workable for both.  Those solutions are determined through Healthy Conflict – leveraging the different perspectives and opinions to get to collective solutions.

Perspectives v. Positions

Where differences exist, conflict is often uncomfortable.  Unfortunately, when people have different perspectives, they can turn into different positions.  And when we start focusing on our position, that’s when our negative passions can rise, and the conversation can become personal.  It can overshadow the main issue or what potential solutions may exist for the situation.

Healthy Conflict v. Combat

So here are some ways to de-escalate conflict so it doesn’t become combat:

Avoid You: Focus on the specific issue, trying to talk less about the people involved and talk more about the process, the policy, the product, the facility.  Avoid the use of the word You to avoid making things personal, and try not to take comments too personally.

Set the Goal: Identify a common goal – even if it’s somewhat general.  It’s easier to determine a common solution if you focus on what you’re trying to accomplish in the end.

Be Self-aware: Be cognizant of tone and body language as you’re sharing the words, as these affect the emotions as much or more than what is actually being said.

Empathize: Get on the same side of the table with them, even literally at times.  Provide empathy, conveying some understanding of their perspective, asking questions and listening rather than interrupting or talking over the other person.

As we’ve often said, it’s much easier and quicker to deal with issues if negative emotion is not involved.

Deescalate conflict in customer service.

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Why a Home Run Swing Whiffs – 4/18/23

Posted on April 18, 2023 in Customer Service Tip of the Week Please leave a comment

ACME Tree Service showed up at Nancy’s house to provide an estimate for trimming some trees.  The sales consultant looked at the trees and their proximity to the house, and he quickly wrote up a bid.  Heavy trimming on 9 trees.  Heavy price tag.  It was a quick conversation resulting in sticker shock for Nancy.

AAA Trees showed up a little later, and their sales consultant looked at the same situation and the same trees. They asked several questions about the customer’s needs and concerns, their goals and what timing was preferred.  The estimate addressed some precision-trimming on 4 trees, focusing on key limbs that had the greatest needs or issues. The estimate was lower, the conversation was a little longer, but AAA Trees got the business.

As it’s been said, it’s better to have a little bit of something than a whole lot of nothing.  AAA got something out of the meeting.  Nancy got a plan for exactly what she wanted and needed.

ACME went for the home run, and they whiffed – swing and a miss!

AAA went for a Win-Win.  They wanted to find out precisely what the customer wanted/needed, and they provided a plan to address that need.  In customer service, there are lessons to be learned…

Sometimes it’s better to spend a little extra time with your customer, asking enough questions so you can give a more precise answer.  Your solution could be a better fit for the customer’s needs.

Customers are often more satisfied if you paint a picture of precisely what needs to be done and how the action addresses needs.

Finally, you can save yourself time and effort on the backend, if you spend a little more time truly getting to know the customer on the front-end.

Avoid always swinging for the fences.  A few questions and a little patience can lead to frequent singles and doubles.

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