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It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

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My Relatives are Odd…or Maybe I’m the Odd One – 9/23/14 TOW

Posted on September 23, 2014 in Customer Service Tip of the Week Please leave a comment


Sometimes I don’t understand people – even my relatives. I was sitting next to my teenage daughter last week, and she was playing on her smart phone. I asked what she was doing, and she said that she had created 22 “flash cards” using an app on her phone, and was quizzing herself for her Biology test.

While it was great that she was studying, I thought to myself, “That was odd. I would have just used actual index cards to make flash cards.”

Over the weekend, I was talking with my father-in-law about his lovely new flip phone, and he was telling me about a discussion he had with the service representative at his Verizon store. My father-in-law had gone into the store to pay his bill.

I thought to myself, “That was odd. I would have just paid my bill online.”

I could have concluded that my daughter’s and father-in-law’s actions were odd, or they could have concluded that my way of doing things was odd. But probably the real answer has nothing to do with oddities.

It has to do with differences – generational differences, yes – but also differences that go beyond ’57 Chevy v. Prius, that go beyond black and white television v. HDTV.

Not everybody is like us. In healthcare, just because the nurse likes to talk and socialize with others doesn’t mean that every patient wants the non-stop conversation. In sports, just because the NASCAR fan loves to camp doesn’t mean that every sports fan will drive 600 miles for an event. In government, just because some residents love having a 311 number to dial for service doesn’t mean that everyone prefers to handle their business on the phone.

When you’re considering how to handle this call, this e-mail, or this guest that’s standing in front of you, don’t assume they are just like you.

Ask enough questions to move from assumption to understanding.

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Breaking Down the Infamous 1-on-1 Retention Call – 8/26/14 TOW

Posted on August 26, 2014 in Customer Service Tip of the Week Please leave a comment


I referenced the infamous recorded Comcast Retention call in a Tip of the Week on July 22. It’s been such a lightning rod for discussion that we just recorded a podcast addressing some of the key language that the Comcast representative used during the call. Now, we’ve gained access to what’s reported as being the company’s 13-Step Retention Call Approach. Let’s analyze this from the customer’s perspective.

  1. Greet customer clearly – This is good; customers want to know the employee’s name and department to make sure they called the right place.
  2. Clarify reason for call – We always say “Clarify and Confirm” – ask clarifying questions, then confirm your understanding. Customers want the employee showing that they know the reason for calling (and, in this case, canceling their service).
  3. Relate and empathize – Love this – especially the Empathy portion. Customers want to be understood.
  4. Take control – Not sure why this is here; “control” has a power/aggressive connotation. It’s not good to encourage representatives to get aggressive with a typically-upset customer. Customers don’t want to be controlled.
  5. Set the agenda – Again, this conveys aggression, taking over, not focused on listening.
  6. Ask targeted questions – This may be fine, depending on the definition of “Targeted.” We use that word to illustrate questions unique to the customer and their situation. However, the employee asked “targeted” questions such as “Why would you not want the fastest internet?” This is pushy and derogatory at the same time.
  7. Consider unstated needs / active listening – Active Listening is great! However, “unstated needs” is sales terminology. If someone wants to cancel, you’re in Service Recovery territory, not hardcore sales territory.
  8. Take ownership / make offer – These should work well.
  9. Overcome objections – This is fine as long as the customer’s still willing to dialogue about the issue; if they want to avoid the debate, quickly cancel and go to step 12.
  10. Close the save – Change this to “Close the save…or close the account.” In the end, do what the customer wants you to do.
  11. Confirm details – Always confirm next steps before closing.
  12. End on a positive note – Good step.
  13. Documentation – Good step.

Many of the steps are positive, but where they go wrong is that they focus too much on controlling the customer in a hardcore sales manner instead of communicating with a customer in a Service Recovery mindset.

When a customer wants to cancel or end the relationship, feel free to professionally ask for reasons, but remember that you’re delivering customer service, not driving the hard sell. You may retain just as many, and you’ll definitely avoid the horrific word-of-mouth that this call created.

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Be a Star at Something, but NOT Everything – 8/5/14 TOW

Posted on August 5, 2014 in Customer Service Tip of the Week Please leave a comment


I’ve often used the phrase “Customer Service Stars” to address people who are outstanding at customer service. And while I would never tell anyone not to continually improve themselves (sorry for the double negative…), I don’t think that people should have to be great at everything to be great. In fact, it’s often counterproductive to try to be great at everything you do.

Think about your product, service, and process knowledge. To have complete knowledge of all those aspects of your organization requires a tremendous amount of study and continuous review of all changes that continually happen in most organizations.

Think about having the skills that you need to handle every customer interaction – control over your body language, tone, and words. You’d need the quick ability to change direction for every call, every interaction, every meeting to perfectly address the uniqueness of every individual and their situation.

How many of us are perfect at business writing – constructing e-mails with the tone and content that maximizes the perception of the reader that we care while simultaneously giving them the best answer?

We could go to key customer service principles – responsiveness, respect, collaboration, empathy, active listening, organizational skills, etc. Who’s perfect at those?

The point is that to be great at all these and the many other things required of someone in customer service, it’s virtually impossible, and I don’t want you to feel bad about your shortcomings. Customer service is my business – literally – and I fall far short in many of these points; I just keep working on them.

So keep working on your shortcomings, but find out where you’re already great!

You have that infectious attitude. You’re very organized, and that helps you to be productive and responsive. You’re highly empathetic and/or a great listener. You’re an incredibly self-aware person, so you know how you come across with your body language, tone, and words.

While you should continuously work to be good at all the qualities and skills of Customer Service Stars, make sure you know where you are already a Star (or REALLY close), and make that trait your calling card. Make that aspect of who you are be the aspect that separates you from others. Make that characteristic of who you are or how you act help you to stand out today.

Stand out to others by finding that one thing where you can be great.

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