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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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Don’t Multiply Your Troubles – 1/31/17

Posted on January 31, 2017 in Customer Service Tip of the Week Please leave a comment


What could go wrong? I need to figure that out so I can be prepared to respond in the right way. I need to anticipate the issues that could arise so that I’m prepared for them. After all, failing to prepare is preparing to fail. What are all the roadblocks that I could encounter? I must know them so that I can plan to overcome or avoid them.

While these are good planning-oriented statements, true in life and business, there’s a slippery slope that we must avoid – for our mental health if for no other reason.

Thinking ahead, understanding the worst that can happen, anticipating the issues that could arise – these may all be good things. But keep in mind that – even with the best planning and best intentions – bad things will happen. People will still be upset. Co-workers will still drop the ball. Issues will arise.

We can’t try to be such good planners and anticipators that we not only have to deal with the inevitable issues that will come up today, but we also continuously think of the issues that could happen tomorrow. Imagine our minds being occupied by today’s complaint, and once that’s done we worry about tomorrow’s complaint. We’re dealing with a co-worker’s lack of quality today that ticked off a client; then later we’re worried about the potential for that to happen tomorrow.

With this approach, we’re essentially multiplying our troubles. Adding to the real, tangible issues of today with the “what if” potential issues of tomorrow.

Yes, plan for the future and anticipate how to respond when bad things happen so you’re more prepared for those times when they do arise.

But don’t let the possibility of issues consume your mind. Better service, better days come from a healthier mindset – one where we’re optimistic about tomorrow; we’re hopeful about the future; we envision success.

Yes, plan for what could happen in the future; but avoid occupying your mind with negative “what ifs.”

Don’t multiply your troubles.

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The Wedding Crasher – 7/19/16 TOW

Posted on July 19, 2016 in Customer Service Tip of the Week Please leave a comment


In theory, the wedding photographer is invited, stays on the periphery, gets the candid shots, and takes excellent wedding party/posed pictures as well. That is what Mary experienced at her wedding – the photographer visited the site of the wedding and reception beforehand, met with the bride-to-be, discussed plans, timing, and locations. She scoped out photography angles, lighting characteristics, and got a sense for the theme and colors of the wedding. The wedding was beautiful, and everything was captured wonderfully by the photographer.

Mary’s sister Maggie had a different wedding photographer – this individual spoke to Maggie on the phone a couple times before the wedding and “didn’t have time” the week of the wedding to scope out the locations and plans with Maggie. Instead, he visited the wedding and reception sites a couple weeks earlier on his own.

On the day of the wedding he showed up – just 15 minutes before the ceremony – wearing his bright red shirt and tie – which stuck out like a sore thumb with the earth tones and white colors of the wedding. He continually moved during the ceremony to get the right shot – often distracting those in attendance, and he took way too many pictures – at least it appeared that way because of how much he was in the middle of all the activity.

He was as much of a wedding crasher as he was a wedding photographer.

When the pictures came back, there were several good, but too many were posed, too many had lighting issues, certain features of the reception location were missed, too many relatives and friends were not included, and – therefore – Maggie thought his fees seemed too high.

Sometimes the best experiences are made that way by talking to the customer first – what do they want, what do they expect, and how do they define success? Sometimes your planning process helps you paint a prettier picture with your product.

Don’t simply deliver a product. Engage the customer beforehand to see the desired experience through their eyes.

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Build Your Customer Service Energy – 12/29/15 TOW

Posted on December 29, 2015 in Customer Service Tip of the Week Please leave a comment


I am NOT a high energy person. It started late in college when my mom actually had me tested for anemia because I complained about being tired. First of all, I never knew there was such a test. Second, I learned it doesn’t pay to complain. I was hoping it was just a case of being a Senior in college and having a few too many late nights, but it turned out to be just who I was…and am.

Although I’m fairly laid-back, when I give a speech or facilitate a workshop on customer service, culture change, or client retention – participants invariably compliment me on my energy level.

But how can this be?

Maybe it’s adrenaline, but – even if it is – it’s adrenaline that comes from being with people I sincerely want to help, people whose questions and concepts make my synapses fire! It’s about engaging others in dialogue, in conversation – it’s about getting to know others to the point that you want to help them.

Maybe you’re not the highest energy person, and all the espresso and 5-hour ENERGY shots won’t help you sustain energy with customers. Instead, take a different approach.

View an interaction with a customer or co-worker as an opportunity to sincerely help someone. It’s an opportunity to engage with a unique and often very interesting person. It’s a situation where you’re having an intellectual discussion or personal conversation – it’s dialogue and engagement.

Each “Moment of Truth” is an opportunity for you to help others, learn a little more about the world, and share a little of yourself with the world.

Almost irrespective of the topic, each interaction is one of life’s little moments – and those little moments and the opportunities that they provide to engage others are energy-building opportunities.

Use the opportunity of the engagement to build your customer service energy.

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