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It Helps to Downshift - 3/11/25


One of the first tips I heard when I was learning how to drive related to what to do when the brakes fail - downshift.  Shifting into a lower gear can slow down a moving vehicle.  I would explain this in technical terms to you, but considering I’m not Read more

Patience is… - 3/4/25


Patience is a…pain in the neck.  Why is it so hard to be patient?  Those of us who work in customer service know that we constantly have to show patience with our customers.  We’re ready to move to the next step or the solution because we’ve heard this issue Read more

Everybody Doesn’t - 2/25/25


Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he Read more

A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

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To Win or Not to Win? That Isn’t the Question – 9/5/17

Posted on September 5, 2017 in Customer Service Tip of the Week Please leave a comment


Joe Customer is complaining, and as I listen to Joe I realize that his story has some of the facts wrong. It was Tuesday, not Thursday. Mary was helping him, not Marie. This situation hasn’t happened to him “100 times.”

He’s wrong, and I know he’s wrong, and – what’s more – I’m right! I’m going to prove those facts are wrong. I’m going to win this argument, which – sorry for Joe – means that he’s going to lose.

This reaction is coming from my gut. And while that reaction may be right, my response needs to be different. My response shouldn’t be a matter of deciding who’s going to win an argument because who really cares who wins the argument? What does it matter who wins an argument? And why would I want to be a part of an argument in the first place?

Those are really the key questions to ask ourselves.

We’ve dealt with enough upset customers and heard enough stories soaked in misstatements. When dealing with a service recovery situation and/or an upset customer, we need to keep the right personal goal in mind.

The personal goal shouldn’t be to engage in and win an argument with a customer. Our personal goal should focus on listening, learning, and moving on.

By listening, we handle emotions better, taking the focus off of ourselves (and thereby avoiding defensiveness) and move it to the other person. By learning, we apply the lessons of the situation, the person, the root cause to the future. By moving on, we don’t let the difficulties of today negatively impact our attitudes or outlook for tomorrow.

Avoid the desire to argue and to win the debate.

Instead, engage to listen, learn, and move on.

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The Light that Others Reflect – 10/25/16

Posted on October 25, 2016 in Customer Service Tip of the Week Please leave a comment


Getting philosophical for the next 300 words.

The angry customer. The pushy or obnoxious co-workers. The demanding manager. The products that don’t always work. The stress on the faces and in the voices of customers and the employees serving them.

There are many dark moments that you may have to deal with during the course of your week at work. These are the dark encounters of our work day, those that can bring down morale, reduce the joy, and dampen employee enthusiasm.

But there is a light. There is a source of positivity, laughter, vision, and empathy. And that light is you.

I’ve been in some focus groups of employees discussing low morale. It seems like half the staff have the mindset of “once leaders change, then I’ll change.” While the other half seem to say “I’m not going to wait for others to behave professionally or positively before I act that way as well. They don’t control my behaviors.”

There’s an obvious difference in the two reactions. The first is passivity in the darkness. The second is taking ownership.

When we have a light – a positive nature, kindness, professionalism, respect, empathy and encouragement – we can be like the light in a room. Have you ever been in a room with a couple large mirrors? Those mirrors reflect that one light, helping the entire room to brighten more than it would otherwise.

The point is that dark situations at work should be opportunities for us – opportunities to bring in light. Opportunities to have your light be reflected in the attitudes and actions of others.

Be the Light that Others Reflect.

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Weigh-in to Buy-in – 5/24/16 TOW

Posted on May 24, 2016 in Customer Service Tip of the Week Please leave a comment


Weigh-in to Buy-in – cool phrase! It’s usually associated with companies trying to get their employees onboard for some initiative or a change that requires employees to make it work. Essentially, the principle is that, if you want employees to buy into this initiative or change, you have to allow them to weigh-in. You have to allow them to have input, to participate in the design process, and maybe even be a part of the decision-making process.

People buy-in more readily if the solution is something they helped to create.

That brings us to a discussion of our customers. This same principle that applies to gaining employee buy-in applies to your internal and external customers.

Have you ever proposed a solution to the customer that didn’t satisfy them? Maybe they had a bad attitude, or maybe they were irate about something, so they were too emotional to consider YOUR idea.

But maybe, just maybe, they didn’t buy-in because it wasn’t THEIR idea; it wasn’t something that they helped to conceptualize; it wasn’t something they helped to design; they weren’t part of the decision.

They didn’t get a chance to weigh-in, so they didn’t buy-in.

There are many ways to get them to weigh-in to a solution. First, you could ask them to suggest what would work for them. “What can we do to make this right?” or “What could we do in the future to better serve you?”

Second, you could offer 2-3 alternatives, and ask what would work best for them. Think of the healthcare worker who can’t let the patient outside to smoke (i.e., non-smoking campus); since there are ways other than smoking to relieve anxiety and stress, offer some options, and let them choose.

Third, if this is an ongoing relationship you’re managing with chronic issues to address (think about the season ticket holders in sports), conduct focus groups, share your organizational goals and challenges, and note your desire for a permanent solution – then ask for their guidance and suggestions.

When you want the customer to love the solution (or at least live with it without voicing the negative emotion), find opportunities to let them let you know what solutions would work best.

Let them Weigh-in to Buy-in.

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