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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

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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