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Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

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

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Challenges Create Opportunity, People Create Change – 4/20/21

Posted on April 20, 2021 in Customer Service Tip of the Week Please leave a comment

There are so many great things that have been said over the years about overcoming challenges, pushing aside the roadblocks of life, dealing with difficulties.  And these are important points of discussion because challenges are all around us.  There are challenges with our personal health or in our personal lives.  We could have the challenges of dealing with mean or angry individuals at work.  It could be the challenge of trying to support a customer but not getting the support of your co-worker.  The challenges could be inconsistent communications or ineffective systems and processes.  Maybe our challenge is due to our own personal burdens or biases or lack of professional development.

We have these challenges, but to overcome them or push them aside or deal with them, people have to take some action:

  • You’re dealing with essentially the same complaints from customers in your office every day. What can you do to reduce the number of those complaints that you have to deal with each day?
  • You’ve been given bad directions to a customer’s home 4 times this week – it wasted your time! What can you do to make sure it doesn’t happen 4 times next week?
  • You deal with an issue where you’re just not comfortable or confident. What can you do to become more comfortable and more confident?
  • The system is not intuitive for you. It takes you much longer to accomplish your work than it should.  What can you do to become more proficient?
  • The frustration of that angry customer gets to you. You get flustered and you get defensive, and the next thing you know you’re in a 10-minute conversation that never seems to go anywhere.  What can you do to manage your own emotions better?

We’re always going to have challenges.  We are human, and the people we work with are human, as well.  The systems that we work with are FAR from perfect, too!

Identify 1 or 2 of the challenges that cause you heartburn.  Then determine 1 or 2 actions you can take so that these situations happen less frequently or you’re more effective at dealing with them in the future.

Challenges create opportunity.  Be one of the people that creates change.

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Put Yourself at the Controls of Change – 4/28/20

Posted on April 28, 2020 in Customer Service Tip of the Week Please leave a comment

You have probably heard about manufacturing plants and restaurants who are pivoting during these challenging times and starting to make hand sanitizers, masks, and gowns.  They are being forced to change, and they’re trying to find the opportunities among the obstacles that surround them.

Sometimes we, too, as individuals in our work life are being forced to change – as many of us are today.  But there is some change that we can control.

What do you want to change?  What do you need to change?

Maybe some of it is attitudinal.  For those of us who are lucky to have a boss that’s encouraging and motivating, maybe not having that boss around requires us to be more self-motivated. Set your own daily goals.  Pat yourself on the back when you reach those goals.  Be the great encourager…to yourself.

Maybe the improvement needed is more of a technical nature.  We should want to improve our computer skills since we’ll be using those so much more.  Can we become expert at using the video conferencing systems and tools?  Can we become more proficient at toggling between different functions on our computer for information, since we’re relying less and less on paper?

The improvement area could be communication skills, particularly if having that face-to-face interaction and all the body language and expressions are so much less available for emphasizing our points.  You may want to improve your business writing skills – since you’re communicating more often via messaging to others.  Maybe you need to improve your concentration skills since it’s easier to get distracted when you’re in a video conference with 10 people than if you’re in a face-to-face meeting in the same conference room.

Finally, we can look for improvement areas in how we do our work.  Improving might mean that we’re more organized in our work since we can’t simply walk to the person in the next cubicle to talk about a project or chit chat with our office colleague about something.  Those random or nearby encounters are less likely, so we have to be a bit more intentional about planning when to contact others.

Change is difficult – particularly when it’s thrust upon you.  But if you can identify your own change – your own improvement path – you can give yourself some control.

Create the change that will help you improve.

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Get to Know Yourself Better – 1/30/18

Posted on January 30, 2018 in Customer Service Tip of the Week Please leave a comment


Confidence in your ability to deliver customer service is exceptionally important. I often quote Vince Lombardi who said “Confidence is contagious, and so is lack of confidence. And the customer can recognize both.”

Confidence is important to you and to the customer. It lets the customer know whether they can trust and believe you, or not. Should they follow what you say, or should they “answer shop?” Should they accept your explanation, or should they ask you 15 follow-up questions? Much of their response (and whether they end up wasting your time or the time of your co-workers) is based on your confidence.

So, what creates confidence?

Judith Bardwick (management consultant, psychiatrist, author) once said: Real confidence comes from knowing and accepting yourself – your strengths and your limitations – in contrast to depending on affirmation from others.

Starting with the last point first, don’t seek affirmation from others in order to drive your confidence. If you receive the compliments, then great! That’s a bonus. But don’t rely on someone else to do something for you in order for you to create a positive self-image.

Bardwick believes that being confident outwardly is based on your inward knowledge. Do you know your own strengths and weaknesses (or “limitations”)? Do you accept those? When I say “accept,” I’m not saying that you should refuse to improve, but at least be honest that that’s who you are at that specific moment.

Do this exercise to build your confidence in front of customers. Simply take out a sheet of paper, and write down 5-10 of your strengths that relate to customer service such communications, relationship-building, organizational skills, and other characteristics of people great at customer service. Then, write down 5-10 areas that are shortcomings or at least not your core strengths.

Then review the list. Tell yourself “yes, this is me at this moment. I am REALLY good at these 5-10. These other points are areas where I’m not great and may need to improve in the future.”

That knowledge and acceptance will help you to be more conscious of what to leverage when serving others (your strengths), and what situations to avoid or seek support in (your limitations).

Get to know yourself better to serve your customer more confidently.

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