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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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Provide Customer Service When They’re Absent – 7/12/16 TOW

Posted on July 12, 2016 in Customer Service Tip of the Week Please leave a comment


Rick went on sick leave, hating to miss out on his great relationships with his co-workers for a few weeks but knowing he needed to get himself better. Eventually his health improved, but when he returned, he had resentment against the company.

Although an occasional co-worker would text Rick to check on him or bring him a meal at home, his direct supervisor never reached out. No manager ever communicated with Rick in any way. “They preach caring, collaboration, support, and relationships at work,” Rick thought to himself, “but when you’re sick and at home, it’s like you don’t even exist.”

The local restaurant loved its regulars – they were not only good for business, but they were fun to have around, fun to develop relationships with, fun to just see every week. When a couple of the best customers – Dave and Deanna Lundy – didn’t show for their usual Thursday happy hour or their Sunday brunch for a few weeks, one of the managers and their favorite server noticed. But that’s all they did – they just noticed.

Dave and Deanna had taken a week’s vacation, and then Deanna had gotten sick – even had a brief hospital stay. She was better now, and they decided to try a new restaurant on Thursdays and another on Sundays – for some reason, they didn’t feel the same strong pull to go back to the local place they had patronized for years.

Too often we view customer service as something to do just “in the moment,” reacting to something requested or to an issue presented. But if part of delivering great customer service requires that we care about the other, it should move us to act even when the customer’s not right in front of us. We should be moved to reach out to the co-workers not around. We should want to know if our “regulars” are okay. We should convey we care about them even if they’re not accomplishing a task at work or paying us money for some product or service.

Notice those that are missing, and care enough to serve them when they’re absent.

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It’s About Leadership and Appreciation – 7/5/16 TOW

Posted on July 5, 2016 in Customer Service Tip of the Week Please leave a comment


CSS does a lot of work with local government, education, and healthcare organizations. They all have a great deal in common. They typically have tons of customer interactions using various methods – phone, in-person, e-mail, etc. They have many policies, procedures, regulations, and laws to which they must adhere. They’re typically mid-to-large sized organizations, and creating an engaged and aligned workforce can be a challenge.

We’re working with one client in particular on culture change, and in a recent survey of staff, we asked them to describe their desired culture and what’s needed to create it. Two themes came up repeatedly in response to the “What’s needed” question – Leadership and Appreciation.

Leadership. Many staff said that the culture needs to start with leadership. Managers need to model the organizational values and customer service standards. Executives need to treat the staff like they expect staff to treat the customers.

Appreciation. In these types of organizations, legal, political, and financial barriers limit the amounts and types of financial compensation, incentives, and rewards that can be provided to employees. So in this survey, staff focused on Appreciation. They wanted to be recognized for good work and behaviors that align to the organizational values. They liked some of the initiatives that the organization had already put in place that enable staff to recognize each other. They wanted to feel valued, and that sense of being valued is in part driven by the Appreciation of their attitudes, skills, knowledge, and quality work.

An engaged workforce – having employees truly passionate about the company, its customers, and their role in the success – is not easy to create, but it can be done.

And it starts with a concerted effort to address two themes.

Start with Leadership and Appreciation.

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Tell Me Something Good – 6/28/16 TOW

Posted on June 28, 2016 in Customer Service Tip of the Week Please leave a comment


I believe that the original version of “Tell Me Something Good” was by Rufus. The name of the group might not ring a bell, but one of their singers you may know – Chaka Khan.

Why are we talking about a 42-year old song?

Because those simple words represent a customer’s hopes when they’re talking with you. They want you to tell them something good.

When they have an issue, they want you to tell them that you’re going to work on it, to resolve it, or to offer an alternative.

When they have a question, they want you to tell them something that will provide the answer, clarity, or direction.

When they have a need to address, they want you to tell them you can charter a path to the solution.

When you have to deliver the bad news, it helps to tell them that the organization cares about them, is apologetic, and will do better in the future. Tell them there are other options they can consider.

When they are engaged with you and giving you money, they want you to tell them something that conveys you appreciate them and their business.

When they point out an issue in your company, they want you to acknowledge their voice, their input, and their effort to help you improve. And then they want you to tell them what you’ll do next. Later, they want you to tell them that you did it.

Sometimes all the customer service training, advice, and guidance can fill your mind with too many ideas, techniques, and thoughts to truly deliver a great customer experience.

So what’s a good guiding principle for any customer encounter? Bring something positive to every conversation.

Tell them something good.

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