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2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

Fix One Problem without Creating Another - 10/29/24


If you’ve ever had an issue with your dishwasher, this will sound familiar.  I’ve dealt with so many dishwashers over the years, and they always seem to have some kind of an issue.  Maybe it’s because of the mix of water and technology, but for whatever reason, these never Read more

Delight Your Customers - 10/22/24


Buddy the Bug Man was different.  His company was new, and the only reason why Janet tried him out was that the service she had used for years just wasn’t working.  Whether it was mosquitoes in the yard, ants in the kitchen, or cockroaches flying through on their way Read more

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Of Reagan, Clinton, and Customer Service – 11/24/15 TOW

Posted on November 24, 2015 in Customer Service Tip of the Week Please leave a comment


Even though former President Ronald Reagan was – at one point – the most powerful political leader in the world as well as a former movie star, there are many stories about how he conveyed a genuineness, a warmth, and a sense of caring when he was meeting with others 1-on-1.

When I was working in Charlotte almost 20 years ago, one of my clients met with Bill Clinton when he was still President. After the meeting, I asked her how it went, and she replied “While I don’t agree with many of his policies, when you’re in the room with him, he makes you feel like you’re the most important person in the world.”

So what do these stories have to do with customer service?

In these individual, intimate moments, even the most powerful people in the world can make you feel special. They can focus on you instead of themselves. They can strip away the appearance of an ego to make you feel like you are the one who is most important.

This tip is not only for employees in working with customers, but it is also for managers in working with employees.

It’s a matter of having the intent to engage on the same level with other people, not to highlight one’s own position or own expertise for the sake of “pulling rank” or “lording over” others. It’s about attitude and intent – the desire to treat others as equals and individuals in those intimate 1-on-1s.

If the Presidents can rein in their ego and power for these intimate 1-on-1s, we can rein in ours when interacting with employees and customers.

Bring these “Presidential” qualities into personal customer interactions.

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Have a HOFAS Talk – 11/10/15 TOW

Posted on November 10, 2015 in Customer Service Tip of the Week Please leave a comment


I was dealing with an issue at a non-profit organization where I volunteer, and the employees were in a disagreement about how to handle a situation. There was no shortage of opinions, and the rumor mill was rampant. Much of what was said behind the proverbial closed door was negative about “them,” whoever “them” was to the one speaking.

To begin to deal with the issue, we began to facilitate small group conversations. The goal was for people with differing opinions to talk out in the open with each other so – eventually – everyone would have a fuller understanding and some empathy for others. This would create the platform from which progress and decisions could be made.

I bring this up because the 5 core principles we used in the conversations could be applied to most significant issues you might have with an irate customer or co-worker. The acronym to remember is HOFAS:

  • History – Get the facts of the situation, the background clear. Ensure that you’re starting the conversation with the same understanding.
  • Opinions – Encourage people to offer their perspective. Try to avoid arguing with their opinions; remember that those are just opinions, not facts, and people are generally entitled to opinions.
  • Feelings – Let them get the emotions out. If people can vent, they can usually blow off steam and begin to calm down.
  • Alternatives – Identify potential next steps, sometimes soliciting their ideas for resolutions, and often trying to identify more than one solution in order to offer everyone choices and flexibility.
  • Solutions – Determine which action to take, and which solution to pursue. Confirm what you all decided would be the next steps and timeframes.

 
You want to start these conversations by noting the 5 core principles and sharing that all comments should be provided in a manner that’s helpful and respectful. This reinforces the desired tone of the conversation and suggests that the discussion be about the issue, not the individual.

When dealing with the irate customer or co-worker, ensure the other person gets to talk. People want to be heard and to feel that they matter.

Have a HOFAS talk.

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Make 5 Minute Presentations to Co-workers – 11/3/15 TOW

Posted on November 3, 2015 in Customer Service Tip of the Week Please leave a comment


My customer service consulting firm conducts many visioning workshops for clients. The workshops can address the Mission, Vision, Values, Core Beliefs, Statements of Desired Culture, and Definition of a GREAT Client Experience.

At the client’s request, two of this year’s Visioning workshops have incorporated something different and interesting. The Visioning work is necessary because these particular clients are growing, and with new staff and – at times – new functions, there is a lack of understanding that’s developing.

Who works in other divisions? What do they do as individuals? What do they do as a division? How do they impact me? How do I impact them?

Issues can arise because of a lack of understanding of others serving the same customer, others who are “my internal customer,” or those that “serve my department.” There’s miscommunication. There’s a customer being misdirected. There’s one department operating as normal without realizing they’re causing problems and customer complaints for another department.

As a part of these workshops, early on we have leaders of key departments or divisions make 5-minute presentations to others in the room. The presentation can be in any format and any level of formality desired – flexibility is offered to the presenter. However, the focus of the presentation has no flexibility. Every presentation has to answer this key question:

What does your division do for the customer?

If the presenter would like to present other information, they could provide information on services, functions, and/or benefits to the customer. Q&A follows, understanding of common customers and interrelationships are brought to light, and a movement toward a common vision can now begin.

It’s amazing what benefits can result in simple five minute presentations, Q&A, and seeing what everyone in the organization does framed around the customer.

Frame conversations around the customer. Make 5-minute presentations to co-workers.

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