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The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

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Teach People How to Teach You – 7/7/15 TOW

Posted on July 7, 2015 in Customer Service Tip of the Week Please leave a comment


I was privileged to be at a school district’s leadership conference recently, and a portion of the morning activities included a student panel talking about their experiences (good and bad) during their time in the school system.

One of the students – a high schooler who was blind – noted his frustration when he entered middle school because the teachers didn’t know how to teach someone who couldn’t see. So the student decided that at the start of each semester, he would write a letter to the teachers that told them how to teach him.

Imagine that – a student telling a teacher how to teach him – incredible story and brilliant idea by this young man; the idea enhanced his learning and the experience for the teachers as well.

This is a story from which we can all learn a lesson.

Maybe you don’t have the greatest boss in the world – they’re not great at asking what you need to be successful, or they’re not the best at growing your professional skills and getting the most out of you.

Find ways – a letter, a chat over coffee, an informal sit-down meeting in a conference room – to tell them about how to best work with you for their benefit, your benefit, and the benefit of the company and customer.

Let’s look at a different application of this story. What could you learn by asking the customer how you can best help them? Instead of telling them that you’ll send an e-mail follow-up, ask how they’d like you to communicate with them. Instead of mapping out your own relationship development plan, ask what’s the best way for you to learn about them to ensure you best know their needs and goals. Instead of telling them how they can learn more about your products, services, and customer service resources, ask how they’d like to learn about them.

Learn from this inspiring student – teach others how to teach you.

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Simplify the Vocabulary – 9/9/14 TOW

Posted on September 9, 2014 in Customer Service Tip of the Week Please leave a comment


In our constant quest to find new ways to describe boring or irritating processes and services in a way that makes them sound exciting, we develop creative names: No Child Left Behind, Affordable Care Act, Permanent Seat Licenses, etc.

However, the problem is that our customers find out that this is typically not something to embrace, and the name becomes a joke or a punch line.

When we want to sound sophisticated, we use high-brow language: Six Sigma, OnBoarding, Rubric.

However, the problem is that our customers and employees have little-to-no idea what we’re discussing.

And sometimes, when we want to be specific, we risk using terms that mean different things based on the industry: Achievement, Bonding, Delegation, Enrollment, Gatekeeper, Grandfathered, Network, Rehab, Service Area, and Waiting Period.

Does Bonding relate to a mother and child, a company doing business in town, or teeth? Is a Delegation addressing something in healthcare or at the United Nations? Is the Gatekeeper a function in healthcare, a secretary who won’t let you see the boss, or – literally – a gate keeper?

When we use terms, we can’t assume that the customers know the terms. We can’t assume that if it’s used in our industry that the customer knows what “Enrollment” means in healthcare because their only exposure to “Enrollment” was at their child’s school.

The words matter, and we need to make sure the words are simple enough to be understood without requiring a detailed glossary to explain everything.

Go to your company’s website. Look at the patient or fan or employee or customer flyers and handbooks that you distribute. Give access to the website and these documents to people who know nothing about your business; ask them to read the information and interpret what it’s saying.

Make sure the words you use are clear enough to be understood. Simplify the Vocabulary.

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Physician Clinics, Processes, and Patient Satisfaction…oh my!

Posted on October 4, 2012 in Business Advice, Healthcare Please leave a comment

A recent study noted in American Medical News evaluated multiple aspects of a patient’s experience in a physician’s practice and determined that the three most important aspects of the experience all related to the doctor. The doctor’s knowledge, time spent with the patient, and access to the patient’s medical records were of greatest importance to patients.

However, there are a few points that might not be so obvious. Six of the next seven most important attributes all dealt with process – ease of billing, efficient billing process, time spent in the waiting room, etc. We believe that the 3 drivers of customer satisfaction in any industry are Employee Attitudes/Skills/Knowledge, Service Processes, and the Product/Service itself. So this process impact is not surprising, but it’s important. Key Conclusion: Make it easy and efficient for the customer to do business with you.

But another point in the article is typically as important. Other studies have shown that 40% of customer dissatisfaction is because their expectations weren’t met. This article notes how many patients compare their experience at a clinic to their experience in other industries. So it’s time for physician clinics like most other businesses to look outside themselves to learn. If the Ritz-Carlton makes you feel special, what can a physician clinic learn from them? If a NASCAR pit crew can change four tires and fill a gas tank in 12 seconds, what can a physician clinic learn from them? If Amazon.com can enable a 1-click purchase, what can the clinic learn from them?

It’s not just for healthcare organizations like clinics; this “looking outside yourself” benchmarking approach should be undertaken by local governments, the business operations staff for sports teams, community colleges and other education industry organizations, and retailers alike.

Key Conclusion: Customers come in with expectations about your business based on experiences with other businesses. So look at other businesses to identify improvement opportunities in your own.

Make it easy for the customer to do business with you…and to enjoy the experience, too!

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/


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