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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

Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

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Tell Customers What’s Next – 5/20/25

Posted on May 20, 2025 in Customer Service Tip of the Week Please leave a comment

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 are for the best, but they don’t reflect what’s on paper.

Customers don’t need to be experts on our processes.  But some of our customers are process people, and they want to know all the steps up front.  They want to know the timelines up front.  They want to know who to contact if something goes wrong along the way.

And even when you’re dealing with a customer who is not a process person, good customer service involves letting them know – at a minimum – what’s coming next.  Good customer service lets them know what their role is or who the parties are going to be in that next step.  Good customer service involves letting them know the timing of the next step.

To renew your account, I will e-mail you a completed version of this form on Monday to review and sign.  We’ll just need you to return it via e-mail within 7 calendar days.

Once you leave this registration desk, you’re going to take this card and walk down to the 3rd office on the right with the “Lab” sign above it.  One of our great techs will greet you, you’ll hand them the card, and they’ll take good care of you.

You will sign in at this kiosk, and then once it says that “You Are Registered,” you can have a seat in one of the orange chairs in front of the tax window.  One of our friendly staff will come out to greet you.  We’re averaging about a 5-6 minute wait at this time.

If you want to provide great customer service, get more consistent about creating comfort with your customer when there is a next step involved.

Don’t Let Customers Drift Through Your Process.

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Questions to Guide You to Empathy – 5/13/25

Posted on May 13, 2025 in Customer Service Tip of the Week Please leave a comment

“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.  We haven’t lived their life.  We haven’t experienced what they experienced.  So, in most cases, it’s hard to tell people what they should do or what we definitely would do if we were in their situation.

But for customer service, there actually is some value in asking a related question.  When we’re engaging with the customer, it sometimes is helpful to ask ourselves:  If I was him, how would I feel?  What would I want to know?  How would I want people to respond to me?

I often note how empathy is the single most important characteristic of somebody who’s great at customer service.  But many of us are not naturally empathetic.  Many of us don’t know what it means to be empathetic.  Sometimes it helps to have little prompts or triggers or questions that we ask ourselves to get into that empathetic mindset.

If we’re getting ready to interact with somebody who is returning a product that was defective or part of it was missing, it helps to ask ourselves:  If I was him, how would I feel?

If I’m interacting with a customer who is brand new and has never had to deal with any of our processes, it helps to ask ourselves:  If I was her, what would I want to know?

If I’m interacting with somebody who just went through our business or financial process, or experienced our entertainment venue or game, or was getting discharged from our medical facility, it helps to ask ourselves: What feedback might they want to share?

If you ever find yourself engaging everyone in the same way and not really reading the other person well, if anybody ever accuses you of not being empathetic enough, just start asking yourself a few questions.  Ask – How might they feel? What might they want to know? What might they want to share?  And use those questions to guide your conversation and help you convey some empathy.

Ask yourself questions that help you better empathize with others.

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Self-empower for the New Year – 12/31/24

Posted on December 31, 2024 in Customer Service Tip of the Week Please leave a comment

Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership.

The reality was like the portrait they had portrayed for him when he was interviewing.  He really liked his job, liked the leadership, and enjoyed working at the company.  He felt like a part of a culture that aligned to his values.

As time went on over his first two years, the culture was still good, but the organizational performance started to drop.  Sales began to decline as operating expenses increased.  Profit was pinched.  And all of a sudden, leadership started to turn over.

Who knew how long Jeff would stay at the job?  It was obvious that the culture was changing with or without him.

But Jeff loved being empowered.  So eventually he asked himself the question: How can I empower myself?

He did the following for himself:

Set Goals: He identified what he wanted to achieve, what performance levels he wanted to reach, and he identified actions needed to get from here to there.

Learned New Skills: He taught himself some new skills, learning some of the technology better, becoming proficient at the use of AI and PowerBI, becoming the resident expert in the customer information system.

Understood His Strengths and Weaknesses: He reflected on what he did well and what aptitudes or characteristics of attitudes were somewhat lacking. He asked others to give him a quick 50/50 evaluation: Where do I excel, and where don’t I?  He used this understanding to figure out how to get better.

Found His Work Joy: He identified what he liked most, still, about the company.  He loved going to the common area to socialize briefly with others.  There were certain staff whom he enjoyed chatting with about fishing and football.  He enjoyed leading project teams, and he sought out opportunities to do so.

The culture was changing, and not for the better.  But that didn’t mean that he needed to change not for the better.  He could stay stagnant, or he could grow.  Jeff decided to self-empower.

Map out your own plan to Self-empower for the New Year.

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