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It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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Stay Calm When the Customer Isn’t – 2/24/26

Posted on February 24, 2026 in Customer Service Tip of the Week Please leave a comment

There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best way possible as well as maintain a good mental state in the heat of the moment, it helps if you can stay calm even when the customer isn’t.

I’m not going to talk more about why it’s so important for you to stay calm; let’s just skip to “The How.”

Breathing deeply is hugely beneficial.  But you need to be intentional about your breaths – in slowly and deeply, hold for a second or two, and then out.  Not too loud because you don’t want to sound exasperated – just deep and slow.  This method helps the body to relax, get the pulse rate down, and the consideration of your breath (thinking about your breathing) helps your mind to relax.

Good self-talk is a wonderful thing in these situations.  Tell yourself that their emotions are not about you, they’re about the situation.  Tell yourself that you want to help this person.  Get in the right frame of mind so that your focus is helping this unique person in this – to them – unique situation.

Write down their comments – the “old time” paper/pencil works.  It gives you a focus on a stagnant piece of paper instead of focusing on an agitated customer.  Writing their comments forces you to focus on facts and documentation.  If you mix looks at the paper with looks at the customer, they’ll feel you’re considering what they’re saying is important.  Oh!  And it helps to literally tell them that you’re taking notes because what they’re saying is important.  Let them see your notes – you have nothing to hide; you’re just writing down their words.

When you’re dealing with that emotional customer, to gear down your own emotions, focus on breathing, positive self-talk, and documenting the facts so that you can move that customer more quickly toward a solution.

Stay calm when the customer isn’t.

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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.

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Be Supportive, Not Defensive – 10/7/25

Posted on October 7, 2025 in Customer Service Tip of the Week Please leave a comment

[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  We wouldn’t have half the problems that we do if it wasn’t for Bob.

We have probably all worked with a Bob.  He’s that co-worker who causes of fires that we find ourselves fighting.  Maybe he’s the salesperson that made expectations that operations or customer service know cannot be delivered.  Maybe he’s somebody with the best intentions but communicates them in a way that creates issues for others.  But we don’t want to throw Bob under the proverbial bus.

On the other hand, Bob may be an outstanding employee!  Maybe the customer is totally in the wrong, so it’s understandable that we could be defensive because Bob is unjustly being chastised by the customer in their conversation with you.

Whether the customer complaint is justified or not, that co-worker is as much a part of the organization as you are, so how can we be supportive without being defensive?

Avoiding Defensiveness

One way to address this is to keep in mind that defensiveness is often exhibited through our emotions.  To avoid being defensive, keep the emotions down, keep the tone a little more calm and steady, be intentional about your body language, trying not to raise the temperature with the customer.

Being Supportive

Don’t feel like you have to argue on your co-worker’s behalf in order to be supportive.  Sometimes the best thing to do is to convey what you know and don’t know, note your experience or lack thereof in the situation or with your co-worker, and transition the conversation away from your co-worker and back toward the issue and possible resolution.  Talking to the customer:

I wasn’t in that conversation, so I can’t speak specifically to what Bob said, but I’m sorry you had to deal with it, and I want to help you find a resolution.

I’ve known Bob for years, and I’ll definitely talk with him since that’s not the experiences his customers typically have, and I’m very sorry about what happened in your case.  Let’s discuss how we can resolve this for you.

That’s not how we typically do things around here, so I’m very sorry about the situation.  I’ll definitely share your concerns internally after our call, and right now I want to make sure we can get this situation addressed immediately.

Don’t agree with the customer that Bob was at fault; stay composed; let them know if the situation isn’t typical, and move toward a resolution.

Be Supportive, Not Defensive.

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