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Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

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

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Paint a Picture, Take a Picture – 2/5/19

Posted on February 5, 2019 in Customer Service Tip of the Week Please leave a comment


Many of us are visual learners. In order for us to understand the concept, we need to be able to see the concept illustrated. And by seeing the concept illustrated, I’m not just talking about taking something that somebody says and merely typing it into an email. I don’t mean simply providing detailed instructions line by line. What I do mean is literally seeing a picture.

Many times over the years, I’ve been trying to describe a strategy, process, or some key steps to a client that they need to take to be successful in whatever topic we’re discussing. And at some point, it’s clear that they’re getting part of what I’m suggesting but not all of it. So, I will either take out my computer tablet or a sheet of paper, and I will draw a simple diagram. Then their eyes light up! They understand the concept, and they often ask if they can keep that piece of paper or ask if I can send them a softcopy of what I wrote on my computer screen.

For many of us, when we hear hundreds of words mesh together to describe a series of next steps or a process, the words blur. We either lose focus, or there is a particular step or phrase that diverts our concentration. To avoid this when working with customers, we need to move those hundreds of steps to a simple graphic of 3-5 connected boxes. It simplifies it for those of us who are visual.

Take a Picture to Jog their Memory
Just as in the example that I shared where they asked to keep my sheet of paper, think about your pre-printed documents – maybe it’s the procedures on a wall poster. Maybe it is a hardcopy document that you were viewing with the customer about a contract, a policy, an agreement, or a process. Don’t expect people to remember what we say no matter how wonderfully we explain it.

Have them take a picture of it with their phone or give them a QR code so that they can go to the exact URL using their phone camera. Make sure that this visual representation that you provided to them is something that they can take with them to remember and refer back to in the future.

When having a conversation with a customer, gauge how well they’re understanding what you’re conveying.

When needed, paint a picture, and – so they remember – let them take a picture.

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Don’t Dwell on the Customer Crazies – 1/22/19

Posted on January 22, 2019 in Customer Service Tip of the Week Please leave a comment


Whether or not you’re a fan of Duke University basketball, you may have heard of the “Cameron Crazies.” This is a nickname for Duke fans that attend home games in Duke’s Cameron Indoor Stadium. One of my friends was one of those Cameron Crazies. He was one of the first to wear a giant blue wig, exemplifying his craziness over his school’s team. You could see him coming from a mile away – or pick him out of a crowd of thousands, all because of the wig.

For us in customer service, we work with customers, and most are reasonable people who you can have reasonable discussions with about important topics, and you can come to a reasonable resolution. But then, you always have a few “Customer Crazies;” unfortunately they don’t wear giant blue wigs, so you can’t see them coming a mile away.

One such customer went to a local restaurant, was infuriated when the new owners of an establishment didn’t honor a coupon from the prior owners. The new owners tried to offer other free options in place of the coupon, but the customer stormed out. The customer later posted negative reviews on social media. The problem with the reviews was that the restaurant had proof (including video) that the customer wasn’t telling the truth.

Most of us have run into this situation, too. It’s the upset customer, or it’s the customer trying to get a freebie, or it’s the customer just outright telling falsehoods to get what they want.

Keep in mind that you only have control over half of conversations with customers. You can control what you say, how you say it, and what action you take; but you cannot control the customer. If you’ve done all you can do, sometimes feel good about what you’ve done even if the customer doesn’t seem to feel good about the outcome.

You can only control what you can control. Don’t dwell on what you can’t control.

Don’t Dwell on the Customer Crazies.

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2018 Holiday Poem – 12/25/18

Posted on December 25, 2018 in Customer Service Tip of the Week Please leave a comment


Annually I write a note at this time of year,
And the goal not once but every time is to bring you some cheer.

I try to encourage,
And I work to state the truth
Because as we continue to grow more “wise,”
We can’t lose sight of the joys of youth.

So this year I’d like you to continue
On a path set for you and the rest.
It’s a path where your impact on others
Is marked with positivity and success.

I want you to realize how much good you offer
How many solutions you provide and smiles you create.
Whether it’s with co-workers, sisters, or brothers
Your attitude and approach are great!

I want you to feel valued,
And others know it’s true.
For each day this past year and in the year to come
Is a little brighter because of you.

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