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Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

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Drive Down the Drama – 8/29/17

Posted on August 29, 2017 in Customer Service Tip of the Week Please leave a comment


The same situation could happen to two different customers – it’s the delayed delivery, the unreturned phone call, the poor workmanship, or the indifferent employee encounter.

With the customer named Dena, it’s not a big concern. She just wants to get it rectified quickly and move on; however, with the customer named Dana – it’s a federal crime, punishable by jail time, 50 lashes with a wet noodle, a good stern talking-to, and about 500 poor ratings on Yelp.

Dena offers reasonableness. Dana offers drama.

We can’t control the customer’s reaction, but oftentimes the company’s response to that reaction makes it worse. Instead of driving down the drama, the company amplifies it. The company’s response becomes an even bigger issue than the original complaint.

So how do we drive down the drama? In Service Recovery, here are several key tips:

  • Remain totally engaged with the customer. Do not ever appear distracted or disinterested. Remember, drama creates attention (and dramatic people crave attention) – give them attention in a positive manner.
  • Avoid taking any hyperbole or negativity to heart. Dramatic people can exaggerate. Don’t ignore the real customer concern because you’re upset about (or disagree with) the noise that surrounds it.
  • Move fast to identify the issue and resolution. Speed is a huge asset in stemming the dramatic tide.
  • Remember that drama is another way of describing emotion. Use tips for defusing customers that we’ve suggested in the past such as listening, asking fact-based questions, offering empathy, and apologizing (if appropriate) on behalf of the organization.
  • Help them to feel important by literally saying they’re important such as “I want to help you. Resolving your issue is important to me. It’s important that we get this right for you.”

 
We don’t want to encourage drama – we want to mitigate it. And although in customer service we’re often looking to do something great, sometimes the best approach with drama is to find ways to avoid making it worse.

Drive Down the Drama.

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Build their Confidence in You – 8/22/17

Posted on August 22, 2017 in Customer Service Tip of the Week Please leave a comment


The service and retention rep was getting quite a rep! Although Jessie had only been with this sports franchise for 10 months, she was continually getting unsolicited praises from her season ticket holders. They were e-mailing her boss, sending positive letters to other team executives, and sending her cards as thank you’s.

And while all that was great, her manager hadn’t been overly curious about why she was receiving all the accolades. The tipping point for him was when the annual seat selection and renewal process came around for the first time for Jessie, and her boss noticed something staggering. Although other representatives were averaging only 35% renewals of FIRST-YEAR season ticket holders and none surpassed 50%, Jessie was already over 80% renewals, and there was a month left before the deadline.

Her boss saw success – and the dollars she was generating – and he wanted to know how she was doing it.

“I’m not certain,” said Jessie. “They come in a little uneasy about the process of renewal, the commitment, the risk of changing seats or adding seats or upgrading seats – just like with the other reps’ accounts. I guess that the one thing I notice is that when my clients leave, they’re confident. They know what to do and how to do it; they know the benefits; they know what they’re going to get; they know they can trust me, so they’re comfortable, too.”

Jessie’s manager had always preached the importance of building emotion to make a sale or renewal, but Jessie’s approach was to breed confidence and comfort. She would listen to the account holder, understand their needs, and show her understanding of their concerns and apprehension.

She would explain the processes in clear and simple steps, and she’d explain how she’d helped many other clients through the decision-making steps and renewal processes successfully time and time again.

Jessie was credible, she painted a vivid picture of success, and instead of trying to create positive emotion, she eliminated negative emotions – the roadblocks to decisions. Instead of dominating the discussion, she listened and built the customer’s confidence.

Sometimes the best customer service you can provide doesn’t require you to provide anything. The best customer service is delivered when you take away the fears and anxieties of the customer and build their confidence.

To deliver great customer service, build their confidence in you.

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Empower Yourself to Go Against the No – 7/4/17

Posted on July 4, 2017 in Customer Service Tip of the Week Please leave a comment

In our customer service roles, wouldn’t it be great to be able to do and say what we needed to do and say? Too often, we feel limited by policies, procedures, and the unwritten rules of “how things are done around here.”

But we have to periodically ask ourselves, “If I can’t do something that – in my gut – I know I SHOULD do, what’s keeping me from doing it? Why don’t I feel like I have that freedom?”

It’s easy to be told “No – don’t do that,” and accept it. It’s harder to go against the No. It’s hard to do something that you know is the right thing for the customer, even though it may not be a generally accepted practice within your organization.

How many times have you thought to yourself that you really want to do something, you really want to share information, you really want to make a referral, you really want to offer an alternative – but you feel like you can’t. In order to do these things for the customer sometimes you have to convince others within your organization.

Here are some quick tips to help you do what you need to do for the customer to turn the internal organizational No to a Yes:

  • Be able to explain WHY this is the action to take.
  • Give some thought to what’s in it for that other employee that you’re trying to convince.
  • Be able to articulate that what is best for the customer is also best for the company long-term.
  • Understand what concerns could arise from your co-worker or supervisor, and determine how you’ll respond.

 
This is core advice for preparing for a potentially tough conversation, but keep in mind that any potential conflict that would arise would happen because you care about the customer. You’re trying to do right by the customer. Therefore, know that – what you’re doing – you’re doing for a great reason.

Empower yourself to do what’s right on behalf of the customer.

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