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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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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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A Dent for Dana – 5/16/17

Posted on May 16, 2017 in Customer Service Tip of the Week Please leave a comment


There was no hot water in the house when Dana got home from work, so she walked downstairs to the basement to find a mini flood. Apparently a neighbor had put so much yard waste into a sewer drain that – after a heavy rain – water got backed up…and flowed right into Dana’s basement – yuck.

More than that, the water rose high enough to burn out the hot water heater – a wet basement and no hot water…joy.

But Dana had a good attitude about it; the water and gas utilities came out quickly to find the cause of the problem and to diagnose the issue with the water heater. In the end, the yard waste was cleared out, the water level went down, and there was no other lasting damage – except for a dead water heater.

Dana contacted two companies, and the winner was selected to install the new water heater. The installers were nice, discussed the process with Dana, and worked independently in the basement as Dana worked upstairs. When they were finished, they left. How did Dana know they left? She saw them driving away.

So she checked the water, and it was starting to warm. Then she went downstairs to look at the beautiful new water heater, and it had a big dent in the bottom. Dana’s heart sunk. “I didn’t pay for a used water heater.” “I hope it’s not damaged inside.” “I hope it’s safe, and the gas lines aren’t compromised.”

Dana frantically began googling and after about 30 minutes realized it was probably just a cosmetic issue, but she was still frustrated, upset, disappointed – you name it. She called the company, and the manager said he’d check with the installers and call Dana back.

When they called back, the manager stated that they dented it during the install, but it was just cosmetic – no internal issues. He offered a discount to Dana on any future service.

While there are a lot of issues with this true customer service story, here’s where I’m focused. This customer had just purchased something new, something to address an issue she didn’t cause with the basement flooding. Yet, through it all she had a good attitude.

Then the employees dented the water heater, didn’t tell the customer, and drove off – leaving Dana having spent hundreds of dollars to alleviate an issue only to have that resolution cause her anxiety, frustration, and upset.

Nobody’s perfect; we all make mistakes; accidents happen (Yes, I’m rolling out every excuse – uh, “explanation”). But that does not mean that accidents are irrelevant.

We need to own up to our mistakes with customers; be willing to apologize – even for the accidents. Initiate the conversation with the customer and be willing to say “I’m sorry,” even before the customer knows there’s an issue.

It’s about being proactive and professional.

Learn from the Dent in Dana’s Water Heater.

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Share a Story of Success – 4/18/17

Posted on April 18, 2017 in Customer Service Tip of the Week Please leave a comment


Rebecca was continuing through the cycle of life, and she was at the stage as a mom where her teenager was looking at colleges. Have you ever been with a teenager on a college tour? Rebecca had not, but after going on 3-4 with her child, there was one aspect that was especially interesting.

After a 20-30 minute slide presentation from an Admissions counselor at the college, the prospective students and their families were broken up into groups for a tour of campus.

Rebecca noticed that the groups she and her teenager were in (like the other groups) were led by current students. These students were typically managing 12-20 high schoolers and their parents, navigating throughout the campus – in and out of buildings – and talking the whole time. These tour guides seemed exceptionally knowledgeable, answered questions comfortably, were high-energy, and had the amazing ability to walk backwards for 60 minutes straight while describing the campus…without falling down – AMAZING!

While these college students were amazing in their tour guide capabilities, they also had one other subtle positive characteristic. Rebecca noticed that she began envisioning the guides as the students that her child would attend college with, be friends with, and be surrounded by during her college years. These were students that she and her child could relate to, and that made the comfort with as well as the confidence in the college grow.

So how does this relate to customer service?

Oftentimes our customers are like the uncertain parent or the indecisive high schooler – there’s not great confidence or comfort. Maybe there’s a little anxiety or uncertainty.

We often respond to that uncertainty by describing next steps or focusing on providing the soothing tone of voice – these are all good things. But here’s the lesson from the college tours.

Also address those emotions of uncertainty, lack of comfort, and anxiety by painting a picture for the customer of other customers similar to them who had success.

“I was working with another new client last week on a similar issue, and this is what we did to resolve things.”

“We’ve had other patients who were dealing with a similar concern, and our doctors and nurses were great at diagnosing the true issue so that we were able to help them feel better.”

“One of our other season ticket holders last year made a similar request, and we were able to find an option that worked for them, so I’m confident we’ll be able to help you.”

Use these examples to see how to paint that picture for customers that puts them in a place where a vision of their success is more clear.

To build the customer’s confidence, share a story of success about a similar customer.

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