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Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

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Use Customer Comments to Continuously Improve – 11/27/18

Posted on November 27, 2018 in Customer Service Tip of the Week Please leave a comment


It’s that time of year when all good Americans due their duty – to purchase holiday gifts online. Okay, maybe it’s not as much a duty as it is a joy or chore, depending on your point-of-view.

Before I purchase anything online, I seek out reviews. This may involve a review from some reputable online publication. More often, I seek out reviews from fellow customers, and I put a TON of weight into their opinions. Even though the seller may offer specs on the product and glowing descriptions, the words of customers who purchased the item mean more.

They tend to tell you about the ordering and shipping experiences. They tell you how the assembly went, what they like and dislike, what works and what doesn’t, and what type of support they receive if there’s a question/issue/return involved. It helps me to make an informed decision.

Now, what it should also do is to help the seller improve the product or the buying process or the support process.

Think about seeing the buying experience, the “setup-for-use” experience, the product benefits/drawbacks, and the support experience all through the customer’s eyes! It’s like mystery shopping without having to mystery shop. It’s real-time information from real people about real experiences.

If you want to know how to improve yourself, your service, your organization, or your product, look for sources of customer input that already exist (and create those that don’t). Review the input; determine the common threads; find opportunities to recognize others, and find opportunities to get better.

Use customer comments to continuously improve.

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Be Inquisitive – Don’t Interrogate – 10/18/16

Posted on October 18, 2016 in Customer Service Tip of the Week Please leave a comment


One of the greatest skills someone in customer service can develop is the ability to ask questions – the right questions in the right way at the right time for the right purpose.

Asking questions allows you to control conversations, stay productive, learn a great deal, establish rapport, make the other person feel important, and get you what you need to help the customer.

As a part of a mystery shopping engagement with a client, we have recently run into two different employee examples of asking questions.

Rita is excellent. She knows the questions she has to walk through, but prior to asking the caller the questions to uncover their true need, she stated “Is it OK if I ask you some questions? I just want to get a better idea of how we can help you.” Then she moved into her questions, occasionally doing follow-up to what the caller had said. Rita came off to the caller in a positive manner – inquisitive, caring, patient, and helpful.

Bill wasn’t so great. After hearing an opening statement from the caller, he started asking question after question, never following up to what the caller stated. Never stating “that’s helpful” or “interesting point.” The questions always followed his script, and the conversation didn’t flow. If sounded more like a tennis match with a grunt with each swing of the racket than a flowing conversation. Bill came across as impatient – like he was interrogating the caller.

It’s great to ask questions of the customer – that’s how you learn; that’s how you understand the specific situation to better provide the specific answer or solution or product. But set up the questions with a statement of what you’re about to do and why; then let the questions flow as part of the conversation.

Make this skill a true strength for you and a positive experience for your customer.

Be Inquisitive – Don’t Interrogate.

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Tell Them the MOST Important Point – 8/16/16

Posted on August 16, 2016 in Customer Service Tip of the Week 1 Comment


I’m wordy. Brevity isn’t my gift. In high school, some of my sports teammates called me The Rambling Man.

I was once in a meeting at a hospital with a COO who asked my opinion on an important decision they were to make. I waxed eloquently about the pros and cons of each option, offering very sound, salient points. After a couple minutes of my wisdom, the COO responded “Therefore?”

“Oh!” I replied. “We should go with Option A.”

What the COO really wanted was my “Therefore,” but I was more focused on all the rationale that led up to my recommendation.

When you’re dealing with a customer, sometimes it’s easy to fall into the trap of providing so much background or detail in a situation that we forget to emphasize (or even say) WHY all that information is important and what specifically should be done.

Here’s another example: When we conduct mystery shopping engagements for clients, sometimes the shop consultants will ask the employee a question about a need or issue, and the employee rambles through 37 potential services without ever recommending something specific based on the specific customer’s need.

All these points (am I rambling again?) come down to the main point. Before you respond to the customer, ask yourself “What is the most important thing I could tell them?” or “What do THEY care about most?” or “What do I suggest happen in this situation?”

Ask yourself the key question to ensure you give them clearly, specifically, and succinctly what they need.

Remove the Rambling. Tell them the MOST Important Point.

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