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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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Flip the Script – 6/6/17

Posted on June 6, 2017 in Customer Service Tip of the Week Please leave a comment


Patti had had enough. Her cable was out, so she called the cable company, and after holding for close to 20 minutes, she got a call center representative on the phone.

After sharing the problem with the employee, Patti was told that the cause of the issue was in the home. She was told several different steps to take to reboot, reconfigure, or reset her system. Nothing worked.

Unbeknownst to Patti, at the same time, roughly 20 neighbors were also interacting with the cable company, dealing with the exact same issue, and the solutions weren’t working for any of them.

It’s probably apparent to you now what was happening. The 20+ customers couldn’t fix the issues in their homes because the issue wasn’t in their homes. The issue was cable-related outside the homes. Initially, the cable company didn’t know it, so – initially – they wasted their time and the time of the customers in trying to have the customers resolve the unresolvable issue.

Sometimes to see what should be done, we have to look at an example of what should not have been done.

Let’s flip this script.

What if the cable was never down? Or if it was down, what if the company would have sent a notification to customers sharing the concern and the action they were taking to investigate – with a time set for the next communication?

What if Patti called, but the wait was less than one minute, and the employee greeted with a name and an immediate understanding of the issue based on the phone number calling? The employee knew about the communication the company had sent, was empathetic, patient, and apologetic. What if the employee explained the process of researching the issue, provided typical resolution timelines (or at least reasonable expectations), and promised a follow-up e-mail at the customer’s request?

One interesting and easy way to envision great customer service is to first envision or discuss a horrible experience. Break down what went wrong, and then build up an example experience that would illustrate what it would have looked like had everything gone right.

To get better, flip the script.

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A Dent for Dana – 5/16/17

Posted on May 16, 2017 in Customer Service Tip of the Week Please leave a comment


There was no hot water in the house when Dana got home from work, so she walked downstairs to the basement to find a mini flood. Apparently a neighbor had put so much yard waste into a sewer drain that – after a heavy rain – water got backed up…and flowed right into Dana’s basement – yuck.

More than that, the water rose high enough to burn out the hot water heater – a wet basement and no hot water…joy.

But Dana had a good attitude about it; the water and gas utilities came out quickly to find the cause of the problem and to diagnose the issue with the water heater. In the end, the yard waste was cleared out, the water level went down, and there was no other lasting damage – except for a dead water heater.

Dana contacted two companies, and the winner was selected to install the new water heater. The installers were nice, discussed the process with Dana, and worked independently in the basement as Dana worked upstairs. When they were finished, they left. How did Dana know they left? She saw them driving away.

So she checked the water, and it was starting to warm. Then she went downstairs to look at the beautiful new water heater, and it had a big dent in the bottom. Dana’s heart sunk. “I didn’t pay for a used water heater.” “I hope it’s not damaged inside.” “I hope it’s safe, and the gas lines aren’t compromised.”

Dana frantically began googling and after about 30 minutes realized it was probably just a cosmetic issue, but she was still frustrated, upset, disappointed – you name it. She called the company, and the manager said he’d check with the installers and call Dana back.

When they called back, the manager stated that they dented it during the install, but it was just cosmetic – no internal issues. He offered a discount to Dana on any future service.

While there are a lot of issues with this true customer service story, here’s where I’m focused. This customer had just purchased something new, something to address an issue she didn’t cause with the basement flooding. Yet, through it all she had a good attitude.

Then the employees dented the water heater, didn’t tell the customer, and drove off – leaving Dana having spent hundreds of dollars to alleviate an issue only to have that resolution cause her anxiety, frustration, and upset.

Nobody’s perfect; we all make mistakes; accidents happen (Yes, I’m rolling out every excuse – uh, “explanation”). But that does not mean that accidents are irrelevant.

We need to own up to our mistakes with customers; be willing to apologize – even for the accidents. Initiate the conversation with the customer and be willing to say “I’m sorry,” even before the customer knows there’s an issue.

It’s about being proactive and professional.

Learn from the Dent in Dana’s Water Heater.

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Turn 4% Feedback into 100% – 5/9/17

Posted on May 9, 2017 in Customer Service Tip of the Week Please leave a comment


Only 4%. That’s the percentage of customers that have a problem with an organization that will come right out and tell you about it. Sure, they’re happy to post a review on Yelp, or post a complaint on their Facebook or Instagram account. They’ll tell their buddies or relatives, but most won’t tell you.

Then they may return to your business – or not – but either way the bad word-of-mouth is out there.

Many companies understand the huge negative financial impact of poor experiences, so they conduct surveys, mystery shop, and try to improve their customer service based on the Voice of the Customer.

But what can you as an individual do to uncover any issues when you’re engaged with the customer? You can simply ask, and here are Ten Ways to Ask for Feedback:

  • (For incoming callers who go through a phone tree) How was your experience in getting through to me today?
  • What do you think of our store (or website)?
  • How has your experience been?
  • Is there anything we could have done to have made your experience better today?
  • Did you get your questions answered?
  • Did we address your need?
  • Did you find everything you needed easily?
  • How helpful has this (or – have we/I) been to you?
  • What was our process like for you today?
  • Do you have any suggestions about how we can improve our service?

When you get this feedback, you hear the voice of the customer before they leave the door. You turn the 4% into close to 100%. You have an opportunity to address any additional needs or issues. You positively impact word-of-mouth. You allow yourself the opportunity to retain. You make the unknown known.

Don’t let the customer’s complaint fester. Get the customer’s opinions before the conversation ends.

Turn 4% feedback into 100%. It will help you to fix problems on the spot, keep more customers, and get more thank you’s from the customers themselves.

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