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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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Great Customer Service is Like a Delicious Meal – 6/9/15 TOW

Posted on June 9, 2015 in Customer Service Tip of the Week Please leave a comment


It was one of those situations that can change your life.

Okay, maybe that’s a slight exaggeration because we are talking about food here, but let’s see if you can relate. Have you ever had one of those meals or desserts or appetizers – or just tasted food that made you go WOW?! Maybe it was eating lobster for the first time, or it was the experience of the perfect chocolate cake. It was a simple hamburger that shocked you with its deliciousness; it could have been some barbecue that melted in your mouth, or a certain sauce on your pasta you’ve never experienced. It was so juicy or so bold or so flat-out delicious, that you paused – everything around you slowed down – and you were just so enthralled with – yes, food.

It’s just food, but you know when you taste something so far above the ordinary.

Customer service can be the same way. We all experience customer service in our personal lives daily – good, bad, and indifferent. We experience it over and over throughout the week. Yet, despite the continual nature of our exposure to customer service experiences, we KNOW when the customer service is GREAT!

Just like the great meal makes everything slow and makes you realize this is something special, so does that great experience or that great employee. You can feel that this experience is far beyond the ordinary. And since – as a consumer – you know the occasional feeling of great customer service, think of what you deliver as an employee in customer situations.

You may want your customers to have a great experience, but are you SO OBVIOUSLY EMOTIONALLY INVESTED in what you’re doing and for whom you’re doing it that the customer can’t help but see your passion? Are you so interested in helping customers, co-workers, and company alike that your obvious caring-nature oozes in your conversation with customers? Are you so wired to help others that customers can’t help but know that you’re entirely focused on them and their needs – like they’re the most important person in the world at that moment?

As a consumer you can taste the “WOW” of great food.

As an employee, deliver the WOW that comes from the emotion of staff that truly care.

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Compliment the Customer – 4/21/15 TOW

Posted on April 21, 2015 in Customer Service Tip of the Week Please leave a comment


Bob’s home phone (the landline) was not working, and he had called the phone company (using his cell phone) to get it addressed; it worked for an hour and then stopped working again. Bob called the phone company again two days later and noted that the problem had reappeared. The automated system walked him through some questions and remotely rebooted the “gateway,” but the problem persisted. So he called back a third time to talk to a customer service representative. And while there was no resolution, the representative – Vernon – scheduled a service appointment for a technician.

Twice near the end of the call, Vernon told the customer “you’re very nice” (in a platonic, very appreciative tone). He truly appreciated Bob not getting upset; he appreciated Bob working with him on different options to resolve the issue.

This was not a scripted “Thank you for calling” or “I appreciate your business.” This was a sincere compliment to the customer.

Why did the representative provide this compliment? Because if you work in the world of customer service, you know what it’s like to deal with the angry, rude, and unrealistic customers. You know what it’s like to suffer the slings and arrows for the errors of others.

So you also know what it feels like to run across someone who’s not like that at all. You appreciate those customers that are kind, despite their frustration. You appreciate those who are patient even when having an issue. You enjoy the nice person, the empathetic client, the one who asks about you and compliments you.

You appreciate them and those qualities they offer when they could – instead – be negative.

In customer service, you’re often trying to make the experience special for the customer.

Compliment the customer when they make an encounter special for you.

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Sell the Facts – 4/14/15 TOW

Posted on April 14, 2015 in Customer Service Tip of the Week Please leave a comment


If there’s one thing I’ve heard repeatedly throughout the years it’s that MANY customer service people hate to sell. I’ve also heard that great salesmen are great at “servicing” their accounts. Now as “customer service people,” we can all agree that sales people who have a service-focus should perform better. We’re wired to serve, so naturally we’d feel that sales people would benefit from some similar wiring.

But customer service people don’t like to sell. We say: “It’s pushy. It’s product-driven, not people-focused. It’s uncomfortable. It’s me-focused instead of you-focused.”

In many ways those thoughts are correct, but we have to get over those stereotypes about selling and sales people. For customer service people to be the best we can be, we have to learn how to sell.

Think of selling using a different word – persuasion. We are often giving customers options to consider. They can renew their account today or next month. They could take medicine A or medicine B. They could pay online or in-person. They could return an item or get it repaired. They could return this semester or drop out of college.

Often – as service-focused individuals – we want to offer options and provide the facts for their decision, and then we stop.

But in our gut, if we truly care about that customer with us, we often know there’s a better option. We know that customers similar to them preferred a particular alternative. We know that – based on their unique personality, their specific issues, or their personal goals – one way is better than the other.

It’s their decision, but if we really want to provide great customer service, we need to use our skills to persuade them toward what decision may be best for them.

“While there are different times when you could renew, based on your preference for that location, I recommend you renew today to lock in those seats.”

“When we’ve had patients in your situation, they preferred medicine A because there are minimal side effects.”

“When people haven’t dined with us before, we often recommend this dish – it’s our specialty and really gives you a sense of what makes this experience special.”

When you’re serving, don’t be adverse to selling – particularly if selling is simply persuading the customer to make the best decision for them.

When offering options, don’t just state the facts – sell them.

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