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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

Avoid the Unfriendly Ghost - 3/25/25


Last week we talked about the qualities of “PERKI Customer Service,” essentially what attitudes and actions are characteristics of those who provide great customer service.  This week, let’s take the opposite approach.  What are some of the mistakes that people make?  Maybe these are mistakes of omission or commission; Read more

PERKI Customer Service - 3/18/25


After having worked on hundreds of projects over the years with thousands of thousands of individuals, some things become pretty clear. There are certain traits held by people who are great in customer service.  Look at this list, and do a self-assessment.  Which apply to you? Positive and Patient Do you Read more

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

Meet Them Where They’re At – 3/15/16 TOW

Posted on in Customer Service Tip of the Week Please leave a comment


I was watching an old episode of the television show “Everybody Loves Raymond,” and Ray was chastised by his mother because he said “That’s where I got to be where I’m at.” She was horrified that he – a professional writer – ended a sentence with a prepositional phrase (or as Ray put it, a “propositional phrase”).

Well I’m making the same grammatical error in this Tip of the Week – Meet Them Where They’re At.

It’s hard to quickly create a relationship with someone, but people in customer service need to know how to quickly establish rapport. A rapport is established where there is a sense that people care about each other’s feelings and thoughts.

To create a rapport with a customer, one key is meeting them where they’re at – If they’re standing, you stand. If they’re looking concerned, you look concerned. If they’re standing in another part of the room pointing at something as they talk to you, go to them. If they’re jovial, loosen up. If they’re speaking softly, don’t be too boisterous. If they start with closed arms, you may start that way too – briefly – before unfolding your arms. If they’re sitting, then sit as well.

Much of this could also be considered mirroring, and it’s important because meeting them in this way breaks down some of the physical barriers to rapport (i.e., body language and tone).

Be careful in situations where they’re highly irate and looking angry – you don’t want to mirror those attributes.

But when establishing rapport and trying to engender some trust, openness, and goodwill, adopt this principle.

Meet them where they’re at.

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