plan

Home  /  Don’t Begin with the Dead End in Mind – 2/17/26  /  plan

Build Goodwill with Co-workers and Customers - 11/10/26


All relationships are different.  We want to have good relationships with co-workers, after all – those are the people we spend the most time with each week.  We want to have good relationships with customers since they’re the ones that provide the revenue and inflows that allow us to Read more

How to Avoid “Groundhog Day” - 11/3/26


It’s Groundhog Day, where you’re living the same day over and over and over again. You have heard basically the same complaint from 4 different customers in the past week.  The bill is incorrect or confusing, and you’re having to spend a ton of time explaining things to the customer. You’ve Read more

Beware of Scary Telephone Customer Service - 10/27/26


As we near the Halloween holiday in the United States, it seems appropriate to discuss examples of scary customer service, particularly on the telephone.  Here are a few common issues that frustrate and annoy customers.  These are experiences to avoid delivering, and alternatives to adopt: The customer calls, describes their Read more

The Art of the Successful Script - 10/20/26


You’re the customer.  You go to the store, and they ask if you have a loyalty card.  You call the doctor’s office, and they ask for your birth date.   You walk up to the counter, and they ask if you found everything you were looking for. These are all valid Read more

The Key Building Block for Your Customer Relationship - 10/13/26


An automotive manufacturer gets supplies for their vehicles from all over the world.  They have arrangements, service level agreements, expectations for timing and quality of all the parts.  And when they gather all these supplies, they assemble the cars.  They test the cars.  Then they take pictures of those Read more

Be Flexible to Fill the Gaps - 10/6/26


The non-profit has the expected challenges.  There are only 3 people in the organization, yet, they have the same responsibilities of a larger company.  They have to do finance, sales, marketing; they deliver their services to the community, and they need to keep a pulse on what’s going on Read more

Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

•••••

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

Posted on February 17, 2026 in Customer Service Tip of the Week Please leave a comment

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 to identify a plan today to get to tomorrow’s end goal.

Having an understanding of that end goal helps you design a pathway that can move you toward that goal.  It helps us to create a litmus test for decisions such as: Will this task or time spent on this activity help me to achieve my goal?  If not, then how can I avoid doing that task or minimize time and resources spent on activities that will not ultimately help me achieve my goal?

But even if you don’t believe in goal setting or you’re not a big planner, you can still succeed with the right attitude and the right outlook.

So, let’s talk about those who don’t have the best outlook, who don’t paint that positive picture of the vision.  What about those folks who begin with the dead end in mind?

Don’t Focus on the Dead Ends

I’m talking about those who – from the start – think about the dead ends.  These are people who react to an idea with why it can’t happen.  These are the ones who react to the plan by identifying why it won’t work.  These are the ones who have the best intentions, but they’re just so jaded by what they’ve personally experienced or seen others experience that the response is based on what if it doesn’t work out?

It’s always beneficial to have people with alternative perspectives or those who can play the devil’s advocate.  That type of feedback is helpful in refining a goal or tweaking a plan.  So, it’s OK for that to be an add on, an additional set of questions or information.  But it’s not OK if that is the starting point.

Start with a Positive Outcome and a Plan

When there’s a new idea on how to deal with certain customer issues, how to grow the season ticket holder base, or how to implement some new customer experience, we have to paint a positive picture as a starting point.  We have to create a plan that – if executed effectively – will stay focused on the end goal and efficiently get us from Point A to Point B.

We have to design with optimism from the start.  And THEN, weave in those questions and concerns to make sure our plan is as strong as it can possibly be, anticipating the roadblocks so we can create a plan that is flexible but yet still ultimately gets us to where we want to be down the road.

If you or a co-worker you thought of as you read this Tip are people who begin with the dead end in mind, initially pause your thoughts.  Pause verbalizing all the questions and concerns.  Allow the vision and the plan to develop.  Then, bring up the questions and potential concerns that are going to make the final plan better.

Don’t Begin with the Dead End in Mind.

Signup for FREE Tips!    Contact Us    More Resources for You    Visit Our Home Page


Prep Enough to Personalize – 4/15/25

Posted on April 15, 2025 in Customer Service Tip of the Week Please leave a comment

Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, and they always feel heard and appreciated.

Howie believes in doing two things well: Preparation and Personalization.  Before the call or video chat, before that e-mail he sends, he simply writes down the goal for that correspondence.  Sometimes it’s to be clear. Sometimes it’s to be understanding and sometimes to encourage the customer.

Next, Howie actually reads all those notes on the system that the techs or the customer service reps put in relating to this customer.  He tries to understand a little bit about where they’ve been recently and where they’re at today.  He tries to get a sense of how happy they have been with the company’s service.  And he tries to get a sense of the customer themselves.  He refreshes on those little stories, those anecdotes that are unique about the customer, the information on how long they’ve been a customer or what system they have in their home.

In his preparation, he uses the knowledge that somebody took the time to put into the system.

Then he makes the call, or he starts the chat, or he creates the e-mail.  Though he understands customer service techniques, and he knows whatever scripts or guidelines he’s been given, he is focused on personalizing the conversation.  He utilizes the customer’s name, references some of the stories, notes the information that his co-workers have put in the system, and he weaves all of that information into the conversation.

Nobody feels like a number when they talk to Howie because he prepped enough to personalize.

Make preparation and personalization your calling card.

Signup for FREE Tips!    Contact Us    More Resources for You    Visit Our Home Page


Get Your Customers to Brag, Not Bolt – 4/8/25

Posted on April 8, 2025 in Customer Service Tip of the Week Please leave a comment

Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure.

You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your organization, they want to let others know they’re a customer of your business.

You don’t want CORF.  This is where it’s the “in thing” to talk negatively about an organization.  Customers go out of their way to say they’re not affiliated with or not a customer of an organization.

So, how could any one of us as an individual help to create BIRG – that positivity about our organization in the customer’s mind?  Obviously, every encounter, every communication, every Moment of Truth is an opportunity to create BIRG.  But there are also opportunities to create these positive feelings from your customers in what you say about your company.

Talk positively about what the company has now: You could describe the great website that has all of this excellent information or enables the customer to get their needs met on their own.

Talk positively about the company’s future: You could use an important communication vehicle from our sports clients – communicating the “Direction of the Team.”  This is where you talk about the company’s vision.  You could mention the expansion plans, the community initiatives they have underway, renovations that will take place, or new products and services on the horizon.

Talk about the customer’s role in the company’s success: State “When you, Mr. Customer, do ABC like you did, that really helps us out.  We are here to serve our customers, so thanks for the opportunity to do so.  Our company would not be nearly as successful if it wasn’t for great clients such as yourself.”

Talk about your feelings working for the company: Mention that you’ve worked there for 10 years because it’s a company with good values.  You enjoy working there, and it’s amazing how the company gives you the training and tools you need to do a good job. You could mention how it’s great to work for a company who listens to your ideas and is always trying to get better.

If we want our customers feeling good about our companies, think about what you can do to talk positively about your company’s present, its plans for the future, the customer’s role in its success, and what you like best about working there.

Build up the BIRG.

Signup for FREE Tips!    Contact Us    More Resources for You    Visit Our Home Page


1 2 3   Next »