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Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

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

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2018 Holiday Poem – 12/25/18

Posted on December 25, 2018 in Customer Service Tip of the Week Please leave a comment


Annually I write a note at this time of year,
And the goal not once but every time is to bring you some cheer.

I try to encourage,
And I work to state the truth
Because as we continue to grow more “wise,”
We can’t lose sight of the joys of youth.

So this year I’d like you to continue
On a path set for you and the rest.
It’s a path where your impact on others
Is marked with positivity and success.

I want you to realize how much good you offer
How many solutions you provide and smiles you create.
Whether it’s with co-workers, sisters, or brothers
Your attitude and approach are great!

I want you to feel valued,
And others know it’s true.
For each day this past year and in the year to come
Is a little brighter because of you.

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Water Rippling in the Pond – 8/14/18

Posted on August 14, 2018 in Customer Service Tip of the Week Please leave a comment


You drop a rock into a creek, and you see the mini waves created. You watch a golf tournament, and a golfer dumps a shot in a lake – and it ripples. You see a water sculpture with a basin below, you toss in a penny to make a wish, and the water flows in every direction.

Ripples in the pond.

So much of the environment that we’re in – literally, and more so the mental environment that we’re in – is influenced by the words of others. If we hear constant negativity, if others voice constant obstacles, if there is rancor and anger and confusion, then there’s a great risk for those in the environment. We can allow those words to affect our mindset, our behavior, and maybe our own words as well.

Sometimes the environment that we’re in is full of encouragement, reinforcement, positivity, and appreciation. Sometimes those words build us up and are filled with thanks. The words in our environment can emphasize what COULD work and what possibilities for good exist. Those words also affect our mindset, our behavior, and maybe the words that we use as well.

Realize that the environment that we are in is often influenced by communication. The environment created by the words we use is like water rippling in the pond. Our words can influence others. They have the ability to change a perception or a mindset or a behavior or an outlook.

So, when we need to use words, choose words that move the environment in a direction of good.

Remember, your words create an effect like water rippling in the pond.

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Inflate Your Team – 4/17/18

Posted on April 17, 2018 in Customer Service Tip of the Week Please leave a comment


I was talking with a friend recently about their job change. They’re still working in the same company, still doing the same type of technology support, but their position had been moved from a user area to the information technology department.

This person seemed happier in their job than they had ever been before. They smiled more during conversations. They seemed more relaxed and at peace. The workload was the same, the content of the work was the same, but there was one big difference – the people she worked side-by-side with every day were different.

In her other department, even if she started the day with the best attitude possible, by the end of the day her motivation was gone, she was worn out, she felt times of stress, and she often felt down.

In her new department, she ended the day with more energy, she was generally happy, the tension and stress weren’t there anymore, and she felt at peace about the accomplishments of the day’s work.

I’m sure she herself had something to do with how she felt in this new department, but just as big an impact on her were the people that she worked with in each place. In retrospect, she viewed her co-workers in the first department as Deflators. The people in her new department are Inflators.

In the previous department, staff talked negatively, didn’t plan well, made every issue a big issue, were concerned more with their own image than team performance, communicated expectations poorly, and then complained when hidden expectations were not met. These were the Deflators.

Her new department included people who were very professional, well-organized, understood their common goals, enjoyed each other’s company in fun activities like fantasy football, were happy to jump in and help co-workers, and generally functioned as a team.

Take a look back at what caused one group to be considered Deflators and the other to be considered Inflators. Then look at yourself. What impact do you have on your co-workers with your attitude, your planning, your willingness to help, and your focus on others?

Make sure you’re a model of great teamwork. Be an Inflator.

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