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The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

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Harvey Wrote the Book on Focus…and Golf – 5/14/19

Posted on May 14, 2019 in Customer Service Tip of the Week Please leave a comment

In Harvey Penick’s Little Red Book, the famous golf instructor provides many key tips about golf that just as well could apply to life in general. One such tip is the following: Once you address the golf ball, hitting it has got to be the most important thing in your life at that moment. Shut out all thoughts other than picking out a target and taking dead aim at it. This is a good way to calm a case of nerves.

I love this quote for so many reasons. First, the quote relates to life and customer service. When we’re interacting with that customer during that 1-on-1 moment of truth, we need to view that customer in that situation as the most important thing in our life at that moment. To convey we are engaged and we care, we need to truly believe that that other individual and their situation are important. Even if – in the grand scheme of things – it is not THE MOST IMPORTANT THING IN THE WORLD to you, at that moment, you need to focus on it AS IF IT WAS the most important thing.

The next aspect of this phrase that I love is that you are shutting out all other thoughts. We might think we can serve a customer the best while we’re simultaneously looking at a computer or thinking about a project we have due later on, but the reality is that the brain works best and we communicate best with others when we are focused exclusively on that individual.

Finally, he sums up by saying that this is a good way to calm a case of nerves. One thing that people don’t realize is that there is a greater sense of calm if we are in-the-moment than there is if we’re thinking about tomorrow. You’re more likely to be stressed if you’re thinking about 12 other things you have to do or what might happen next or all the other stimulations that are in the environment.

If we only focus on the now, there is less to distract and less to disturb the calm.

The next time you’re on the phone or face-to-face with another individual, view that interaction as the most important thing at that moment. Treat them that way, and watch the communications flow better, the conversations end more quickly, and your emotions stay calmer.

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Every Moment is an Opportunity – 1/24/17

Posted on January 24, 2017 in Customer Service Tip of the Week Please leave a comment


It’s a “Moment of Truth.” That’s a phrase used in customer service to typically describe when we’re one-on-one with the customer, and how we react or respond or engage the customer in that situation is make or break.

Do we build a relationship through our actions or tear it down? Do we engender loyalty or drive the customer away? Do we create “Raving Fans,” or do we develop detractors?

When we view that “Moment of Truth” phrase in these terms, it can seem ominous. It can create pressure. It can cause us to focus on “not doing something wrong” in that moment, causing you to hold back or do little proactively.

To help us get in a Success Mindset, let’s view every one of these moments as an opportunity:

  • It’s a chance to get customers to love your organization.
  • It’s a situation that could create positive word-of-mouth.
  • It’s a chance for you to convey you care about someone.
  • It’s an opportunity to make someone smile.
  • It’s a moment that will set your business above competitors in the mind of this individual.
  • It’s a chance to help this person to feel valued.
  • It’s one of those moments where we can flip anger to appreciation.
  • Instead of “making a sale,” it’s an opportunity to “make a customer.”

 
Don’t let the importance of the customer service Moments of Truth overwhelm you and cause you to hold back.

View every moment as an opportunity.

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Great Customer Service is the Opposite of Election Politics – 10/11/16

Posted on October 11, 2016 in Customer Service Tip of the Week Please leave a comment


Is anyone tired of the U.S. elections already, even though they haven’t taken place yet?

At the national level and also at the local level, politics seems to be driven by an endless series of slogans, trite sayings, and jargon. They include brief words, phrases, or labels trying to get us to love one candidate or detest the other.

Candidates paint with broad brushes when describing ideologies, ethnicities, and characteristics of their opponent or those whose vote they want to impact.

Great Customer Service is different. In many ways, it’s the opposite. Great Customer Service is about the 1-on-1, not the categorization of the masses.

Great Customer Service requires that I must view you as an individual, a unique person with your own gifts and talents, your own issues and priorities. I cannot take you for granted based on how you look or what you say. I cannot judge you or your situation based on the question at hand or the manner in which you present yourself.

I can’t rely on the superficial. To be empathetic, to truly help, I need to be willing to go deeper. I need to care enough about you and your needs to ask questions, to listen, to allow you to paint the picture of the uniqueness of your situation.

I can’t force you into a group; I must allow you to create an impression of the unique you.

When trying to help someone, don’t let the superficial or their first impression result in your prejudging them – whether that judgement be good, bad, or indifferent.

To be great at customer service in those 1-on-1 moments of truth, strive to view the other person as one who is unique.

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