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Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

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Paint a Picture, Take a Picture – 2/5/19

Posted on February 5, 2019 in Customer Service Tip of the Week Please leave a comment


Many of us are visual learners. In order for us to understand the concept, we need to be able to see the concept illustrated. And by seeing the concept illustrated, I’m not just talking about taking something that somebody says and merely typing it into an email. I don’t mean simply providing detailed instructions line by line. What I do mean is literally seeing a picture.

Many times over the years, I’ve been trying to describe a strategy, process, or some key steps to a client that they need to take to be successful in whatever topic we’re discussing. And at some point, it’s clear that they’re getting part of what I’m suggesting but not all of it. So, I will either take out my computer tablet or a sheet of paper, and I will draw a simple diagram. Then their eyes light up! They understand the concept, and they often ask if they can keep that piece of paper or ask if I can send them a softcopy of what I wrote on my computer screen.

For many of us, when we hear hundreds of words mesh together to describe a series of next steps or a process, the words blur. We either lose focus, or there is a particular step or phrase that diverts our concentration. To avoid this when working with customers, we need to move those hundreds of steps to a simple graphic of 3-5 connected boxes. It simplifies it for those of us who are visual.

Take a Picture to Jog their Memory
Just as in the example that I shared where they asked to keep my sheet of paper, think about your pre-printed documents – maybe it’s the procedures on a wall poster. Maybe it is a hardcopy document that you were viewing with the customer about a contract, a policy, an agreement, or a process. Don’t expect people to remember what we say no matter how wonderfully we explain it.

Have them take a picture of it with their phone or give them a QR code so that they can go to the exact URL using their phone camera. Make sure that this visual representation that you provided to them is something that they can take with them to remember and refer back to in the future.

When having a conversation with a customer, gauge how well they’re understanding what you’re conveying.

When needed, paint a picture, and – so they remember – let them take a picture.

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No Matter How You Say It, Say Thanks! – 11/20/18

Posted on November 20, 2018 in Customer Service Tip of the Week Please leave a comment


Gracias. Grazie. Gratias tibi. Obrigado. Tack. Merci. Danke. Thank You.

No matter how you say it, say it. Say Thank You. You can say Thank You in many different languages (shout out to Google Translate for what’s written above!). You can say it with your eyes, your gestures, your smile, and with a nod of the head.

You can say it in a written note or an email or a text. You can convey it face-to-face or on the phone. You can “like” a social media posting or send a little gift card of appreciation. You can say it in front of a group of co-workers or quietly convey it to the employee in the next cube.

You can do it at the start of the conversation or at the end of the conversation. You can do it each step of the way without having to wait until that process is done.

You can say it in a meeting or in front of someone’s boss.

One-on-one you can use the words thanks, appreciate, and value. In front of others you can use the words credit, acknowledge, recognize, salute, pay tribute, and even hail!

In America, it’s Thanksgiving week. So, let’s use that holiday as a good reason to be especially appreciative of co-workers and customers alike.

No matter how you say it, say it. Say Thanks!

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Let Your Words Change Their Tone – 7/10/18

Posted on July 10, 2018 in Customer Service Tip of the Week Please leave a comment


When we’re conducting web-based surveys for our clients, sometimes the respondent will bypass the survey and decide to send us an e-mail directly, or they’ll send us an e-mail in addition to the survey responses that they already provided online.

When we get these direct e-mails from the client’s customers, often they voice frustrations, and they either didn’t want to convey them through a survey, or they wanted to convey them in a way that emphasized their concerns. Sometimes they want us to rectify issues when they’re getting no direct solution from the company itself.

Whenever we receive these types of messages, we reply immediately. And every time we reply – regardless of their tone – we start by saying “Thank you,” and we end by saying “Thank you.”

It’s something that we emphasize when communicating with any customer, but it’s interesting that the mere statement of “Thank you” up front and the statement of “Thank you” in the end often changes how your message is received by the other person.

We frequently get follow-up e-mails from these irate customers, and they say “Thanks!” back to us for responding and getting the ball rolling. They apologize at times for dumping their frustrations on us. They change their tone in large part because we thank them for sharing their concerns with us.

Try this for a day or – even better – a week. EVERY TIME you talk to somebody on the phone, you respond to an e-mail, you see somebody face-to-face, start by thanking them for bringing something to your attention or for sending you the message. End by thanking them for what you learn from the conversation or for being willing to convey their message to you. This is not just for those irate customer situations. It is also for any conversation you have with a co-worker or customer.

It’s not as catchy as “ABC – Always be closing,” but “ABT – Always be thanking” can have a dramatic effect on others…and maybe even yourself.

By using the simple words “Thank you” at the start and by ending with “Thanks!”, your words can change their tone.

Use words to convey appreciation. See how the tone of conversations begins to change.

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