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Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

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Build a Great Customer Experience – 11/7/17

Posted on November 7, 2017 in Customer Service Tip of the Week Please leave a comment


Over the last 5-10 years, much of the management thinking about how to create a great customer experience has changed. In the distant past, to design a great experience, organizations would create the environment, the policies, and procedures that would deliver what the customer wanted the way the customer wanted. This is a great approach.

More recently, much of the thinking about customer service has focused on the fact that culture is the main driver of a great client experience. While it’s wonderful to have a great environment, policies, and procedures, people are who deliver the service in that environment, who work within those policies, and who execute those procedures. Oh! And people (employees) are the ones who interact with customers. This culture focus, too, is a great approach.

But what drives culture? We often talk about those aspects of an organization that impact culture such as Mission, Leadership, Training, Incentives, Communications, etc. But what drives culture?

In the end, the people are the culture. You want people who care about the customer and can convey that to the customer. You want people who can care about the organizational mission and the employees they work with in living that mission daily. And you want people who can balance the care of the customer, the co-worker, and the company. So, in short, you want people who care.

Not to sound dramatic, but to build a great culture, to get people who care, you have to build the collective heart of the organization. Leaders need to care as much or more about their employees and customers as the employees care about those they serve. There has to be continual leadership focus on relationship-building with staff, showing you care about them as unique, talented individuals. There has to be a desire on the part of leadership to be vulnerable enough to ask staff for opinions and open enough to listen to them and share with them as well.

Employees will care more if they feel leadership cares, if leadership asks, listens, shares, and supports staff.

Building heart is not all on leaders, however. Staff need to do these same things with others – co-workers, customers, and even their bosses. The more we all listen, learn, support, and help others, the bigger the collective heart will grow.

Build heart to build culture and to build a great customer experience.

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Make 5 Minute Presentations to Co-workers – 11/3/15 TOW

Posted on November 3, 2015 in Customer Service Tip of the Week Please leave a comment


My customer service consulting firm conducts many visioning workshops for clients. The workshops can address the Mission, Vision, Values, Core Beliefs, Statements of Desired Culture, and Definition of a GREAT Client Experience.

At the client’s request, two of this year’s Visioning workshops have incorporated something different and interesting. The Visioning work is necessary because these particular clients are growing, and with new staff and – at times – new functions, there is a lack of understanding that’s developing.

Who works in other divisions? What do they do as individuals? What do they do as a division? How do they impact me? How do I impact them?

Issues can arise because of a lack of understanding of others serving the same customer, others who are “my internal customer,” or those that “serve my department.” There’s miscommunication. There’s a customer being misdirected. There’s one department operating as normal without realizing they’re causing problems and customer complaints for another department.

As a part of these workshops, early on we have leaders of key departments or divisions make 5-minute presentations to others in the room. The presentation can be in any format and any level of formality desired – flexibility is offered to the presenter. However, the focus of the presentation has no flexibility. Every presentation has to answer this key question:

What does your division do for the customer?

If the presenter would like to present other information, they could provide information on services, functions, and/or benefits to the customer. Q&A follows, understanding of common customers and interrelationships are brought to light, and a movement toward a common vision can now begin.

It’s amazing what benefits can result in simple five minute presentations, Q&A, and seeing what everyone in the organization does framed around the customer.

Frame conversations around the customer. Make 5-minute presentations to co-workers.

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Learn How to Swim at a Young Age – 7/14/15 TOW

Posted on July 14, 2015 in Customer Service Tip of the Week Please leave a comment


When you’re 8 miles from the Canadian border in North Dakota, there’s not much reason to learn how to swim. As a child, you’re more concerned with shooting marbles, building a mini-igloo, and learning how to avoid frost bite.

That’s where and how I grew up, but as I grew older, and moved South, I wished I had learned to be a better swimmer. I wished that I had learned to breathe while doing freestyle. I wished I had learned to float instead of sink to the bottom like a rock.

The reason I wished I’d learned all these things at an early age is that – as I grew older – the fears of the water began to rise, and now the learning process was more about overcoming my mental outlook and fears than learning to refine swimming strokes. I wasn’t (and still today, am not) too old to learn, but it would have been SO MUCH EASIER to have learned swimming at an early age, and it would be so much more enjoyable to be at the pool today.

Maybe this is part of the reason I’m not a proponent of an approach with new hires in a business that is exclusively using on-the-job training. Most organizations have a mission, a vision, and core values. Many have customer service standards. Others have defined best practices for particular processes. Some organizations know what attributes of employees make some great and others more run-of-the-mill.

To assume that new employees will understand the mission, vision, values and standards naturally, to assume they’ll naturally conduct the work in the best manner possible, to assume that they’ll develop the attributes of the highest performing employees naturally is to set them up – and the company – for failure.

An organization with the intention of succeeding and thriving in a culture where employees drive high performance must be intentional about training their new staff on the “whys” of what they do, the expectations of their attitudes and mindsets, and the behaviors of those who excel.

Why? Because it is worlds easier to teach this to a new hire than to retrain and “rewire” a long-term employee.

Be intentional about training new hires to be stars for your company.

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