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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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2020 Holiday Poem – 12/22/20

Posted on December 22, 2020 in Customer Service Tip of the Week Please leave a comment

When in the role of customer service,
We are wired to give and give.
It’s built into our DNA.
It’s simply the way we live.

In order to give to others,
We need to find ways to give them their fill.
We need to pour empathy and openness into them.
To serve, we need to have that will.

But we can’t fill others to the point that we’re empty.
We cannot give if we’re down to the last drop.
We always need to find a new reservoir.
We need to make sure that the cracks and leaks will stop.

One of the greatest ways to refill our bucket
Is to have our share of hope.
One of the greatest ways to rebuild our energy
Is now within our reach and scope.

As you’re going through the holidays,
And you’re thinking about what is next,
Take hope in a healthier new year.
Take hope in lesser stress.

Take hope in more joys and successes.
Take joy in more rest and peace.
Take joys in a 2021
That should be better than this year, to say the least.

So, realize this is the time to fill your bucket.
This is a time to shout HOORAY!
For these holidays are a precursor
To what we hope to be better days.

Happy Holidays!

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It’s NOT about the Cinnamon – 12/15/20

Posted on December 15, 2020 in Customer Service Tip of the Week Please leave a comment

It was happening again.  Jessica had just handed the freshly made concoction to her coffee shop customer, and less than a minute later, the customer was in Jessica’s face, red as a beet, ranting and raving:  I specifically asked for extra cinnamon on top!  Does this look like extra cinnamon?!  I think not!

Jessica immediately was shocked at the customer’s reaction, but after a couple seconds settled into the encounter.  She had experienced this many times before from customers.  Maybe she or staff got the order a little bit wrong, or maybe they got it entirely right, but the customer wasn’t satisfied.  And while she appreciated customers letting her know if something wasn’t done perfectly, sometimes how the customers shared their concerns went overboard.  The rant did not justify the reason for the rant.

But Jessica had a little mantra she told herself.  And in this case, she repeated it to herself as the customer ranted:  It’s not about the cinnamon, Jessica.  It’s not about the cinnamon, Jessica.

Jessica knew that if customers went overboard about something, that overreaction was rarely just about the issue being discussed.  Maybe the issue precipitated the interaction, but the overreaction told Jessica that there was something else going on with this customer.  Maybe the customer was having a bad day.  Maybe they were late for work or had been cussed out by their boss.  Maybe they were tired of the 15 Zoom calls they had had that week and just needed to vent.

It could be something bigger picture going on in their lives that was creating stress or strain or the need for a release. Jessica kept her emotions in line by realizing why the customer was out of line.

Sometimes when dealing with difficult customers, the hardest thing to do is to deal with our own emotional reaction to those difficult customers.  And when those customers are being unreasonable or going overboard in their reactions, it helps for us to understand, it’s not all about us.  It’s not all about our process, our product, or our people.

Sometimes people deal with issues in their own lives by transferring those feelings and overreacting to other things with other people.  It doesn’t make the negative emotions that you and I have to deal with okay, but understanding this may help us when managing our own emotions.

It helps us to remember…it’s not about the cinnamon.

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Locke-in from the Start – 12/8/20

Posted on December 8, 2020 in Customer Service Tip of the Week Please leave a comment

John Locke was a 17th century English philosopher, physician, and researcher.  He wrote many papers arguing particular points, oftentimes using reason and facts as the basis for his position.  He noted that many disagreements start because there is – in my words – a lack of real clarity about the topic of discussion.

He often liked to start discussions on some pertinent topic by defining key words.  In essence, his position was:  Let’s make sure we’re talking about the same thing before we start talking about it.

For those of us working in the customer service world, communication is the source of many issues, and disagreements are especially frustrating when we are miscommunicating about the topic itself.  Here are some examples of topics that the customer wants to discuss, topics that need to be defined first:

  • The customer can’t register.
    • Did they mean register or apply? Are they registering a device or an account or for a class?  Is it for them personally or a product they just bought?
  • The customer wants to talk about their account.
    • Is it really about the account, or is it a login issue to the online account? Is it something regarding an account or an order?  Is it about an e-mail they received about their account?  Is it something odd on a recent account statement?
  • The customer has a question about their property listing.
    • Is it some misinformation online regarding their property, or are they looking at a property assessment hardcopy? Is it about their property card online or how it’s noted in the MLS?
  • The season ticket holder has a question about payment plans.
    • Is it a true “payment plan,” or are they just asking about different ways to pay? Are they concerned with options, progress, terms, how to pay off, or how to cancel?

To avoid unnecessary conflicts and address needs and issues more quickly, ensure your definition matches the customer’s definition.

Locke in a common definition of the topic from the start.

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