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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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Peer Recognition Made Easy – 4/10/18

Posted on April 10, 2018 in Customer Service Tip of the Week Please leave a comment


There may be one manager in the department. There may be one supervisor over your division. Those individuals may see you interact with customers, but usually your conversations with your customers are out of the sight of leadership.

Every day you make a difference, and often you’re working side-by-side with co-workers who are also making a difference. So, if we rely only on leadership to recognize us, we’re losing out on one of the greatest sources of recognition – our peers.

A Quick Story – The client called their account representative, Beverly, with a request about the monthly lawn service they were scheduled to provide. Beverly offered some suggestions to the client, noted that Jeremy would be onsite the next day and could provide more information, and shared how knowledgeable Jeremy is on this particular topic.

Jeremy delivered what Beverly promised, and the client sent a thank you e-mail to Beverly, noting and appreciating Jeremy’s patience and information shared. Beverly then routed the kudos to Jeremy and his supervisor.

It was simple.

The employee heard something positive about a co-worker, and let the co-worker know. The employee experienced a co-worker going above and beyond, and she simply shared that information with him.

Beverly could have just heard the compliment, but she took an extra few seconds to share that compliment with others in the organization. This form of peer recognition is exceptionally easy – all you have to do is to share what you hear positively with that co-worker and potentially with their supervisor.

Many of us appreciate being appreciated, but for many of us all the appreciation comes solely from the fulfillment of doing your job well or the occasional but all-too-rare accolades we receive from supervisors. If instead we take on an attitude of appreciation and a desire to point out the positives of peers, we’re filling up people with accolades by simply passing on the positives that the customers share.

Make peer recognition a part of your everyday job. Simply pass along customer kudos.

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Choose Positivity – 1/2/18

Posted on January 2, 2018 in Customer Service Tip of the Week Please leave a comment


I had the opportunity to conduct employee focus groups and facilitate staff conversations for two different clients recently, and there was a common theme among all the groups. It’s intuitive, it’s understandable, but I was still surprised to hear the sentiment.

Employees consistently said they wanted to work in a more positive environment. Most of us would think that it’s intuitive that that’s what employees desire. Most would think it’s understandable that staff would share those perspectives. But I was somewhat surprised to hear it. Why?

Because, I sometimes have trouble understanding why people or organizations would consistently be negative, or why they would avoid sharing positives, or why their only form of motivation was criticism.

When people work 40 hours, 60+ hours a week, would they prefer to spend those 8/10/12 hours a day around others who are positive or negative? Would they prefer to be in an environment where they are appreciated? Would they prefer to have a reward for a great job or only punishment for a bad job?

I know that many are motivated to avoid the negative, or to avoid punishment, or not to get marked down or written up. But when you think of a healthy work environment, one where people’s values align to those of the organization, one where people WANT to go above and beyond – you are envisioning more positive organizations.

This is not a Tip just for managers; this is a Tip for you and me – everybody. People want positive reinforcement more than negative. They want optimism more than pessimism. They want “Let’s hope it works” rather than “I doubt it will.”

I’m not saying that we ignore the bad or should all be Pollyannas. What I am saying is that we have a choice in how we respond. We have a choice on what outlook we’ll take about a situation. We have a choice about how we engage others. We have a choice about whether we convey appreciation or just think it. And we have a choice about whether we look for ways to build up a co-worker or team, or we only look for ways to criticize.

When you make a choice, choose positivity.

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23 Thanks – 11/21/17

Posted on November 21, 2017 in Customer Service Tip of the Week Please leave a comment


People want to be thanked – they want you to show them that they’re appreciated and valued. In employee climate surveys, one of the key drivers of overall satisfaction and retention is whether the employee feels valued, appreciated. For customers, they want value out of the product and experience your company provides. But they also want to feel valued and appreciated themselves.

So, in appreciation of employees and customers everywhere and in honor of the American holiday of Thanksgiving that is celebrated this week on the 23rd of November, here are 23 ways to say Thanks!

  1. Send a handwritten note of thanks to a co-worker or customer.
  2. Send an e-mail full of specific appreciation to a co-worker, and possibly copy their supervisor.
  3. Call up the customer just to thank them for their business.
  4. Ask if you can meet with a co-worker for a minute or two, and then just go to them and thank them for something specifically they did for you recently.
  5. At the start of a meeting, thank everyone for attending and for their commitment to the project, the team, the organization, the customers, etc.
  6. At the end of a meeting, thank everyone for their focus, attention, ideas, and insights.
  7. Have a “culture moment” at the start of the Agenda for each meeting where you spend a minute or two noting how one of the group did something to support the team, improve the work environment, or build up a co-worker.
  8. Post something positive on social media to your followers about a co-worker, using their handle so they see the recognition.
  9. Post a positive note on your intranet about a co-worker and how they helped you recently.
  10. When some shares an idea or concern, before you respond, thank them for what they shared.
  11. When people have been holding on the phone, before you ask them a question (or answer theirs) first thank them for their patience.
  12. When a co-worker shares something (e.g., food in the breakroom, helpful information about a change in policy, etc.), seek them and thank them immediately.
  13. When a customer points something out that was confusing about their experience or that could have been improved, thank them for the feedback.
  14. When the customer thanks you for something, thank them for the thanks – really!
  15. When you know someone is out of the office, leave a message on their voice mail just thanking them for how they make your company or department a more enjoyable place to work.
  16. Text a co-worker some positive words of appreciation or emojis for something they specifically did for you or others.
  17. For long-term customers, send them a coupon or other unsolicited small gift as a thank you for their long-term commitment.
  18. For new customers, provide them with a personal note (on letterhead or a company branded card) that thanks them for the trust they’ve put in you or your company.
  19. When you have some 1-on-1 time with your boss, thank them for their positive style of leadership or whatever other positive attributes they share.
  20. Print a certificate of “Thanks” and have all department or team members sign it – then give it to your co-worker or customer.
  21. No matter what method you use to say thanks, tell them how their action or their attitude impacts you.
  22. Tell them why their action or attitude is important.
  23. Tell them how their action or attitude isn’t common – how it’s unique/special.

Give others thanks – 23 thanks.

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