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Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

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In-the-Moment Stress Relief – 3/20/18

Posted on March 20, 2018 in Customer Service Tip of the Week Please leave a comment


It is totally understandable why anyone would feel stress as a customer service representative. You may be dealing with complaints constantly. You have the internal pressure of making a quick call while adhering to a 2-inch binder’s worth of policies. You can hear the pain, the anger, and the urgency in the customer’s voice.

You are asked to juggle information, technology, empathy, procedures, and the uncontrollable – the other person.

I can’t provide every answer that will help you alleviate stress in the next 200 words. That would be unrealistic. But what I can do is offer you some quick tips on how to deal with stress in-the-moment:

  • Don’t think of a horror that might occur in the future. Stay in the moment. Focus on what IS instead of the negative what could be.
  • Breathe nice deep breaths. Let your breathing settle your heart beat.
  • Ask the other person questions more than feeling like you have to react with the perfect answers. The questions buy you time and provide you with information.
  • Remember how similar situations turned out well in the end. Remember that you have gotten through this before, and you’ll get through this, too.
  • Think about how to help the other person more than how the situation impacts you. Moving your thoughts away from how it affects you and toward helping others reduces stress.
  • Write down the facts you are learning during the conversation. Documenting is an activity that occupies the mind and the body.

When you’re feeling that in-the-moment stress, utilize these practices to calm yourself.

Use self-care to reduce stress.

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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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Imagine Being on TV – 10/31/17

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


You’re performing your job – providing customer service over the phone – but cameras are all around. You are on LIVE TELEVISION!! What you say, how you say it – the mannerisms, the voice inflection, the eye movement, the hand gestures – it’s all caught on tape.

That also means the eye roll, the crossed arms, the shaking of the head, the huff, looking at your smart phone as your customer talks – it’s all caught on tape – YIKES!

Sometimes we allow ourselves to let our body language take a bad turn when we’re on the phone. That’s okay, isn’t it? It depends on your view of customer service. We believe that delivering great customer service needs to be an all-the-time attitude, not the proverbial light switch that we turn on and off based on who’s in front of us or whether we’re on the phone or face-to-face, texting or e-mailing.

That means when we’re engaged with the customer or a co-worker, regardless of phone or face-to-face – we want to be great. We want to let that other person know we care. We want to represent the company in a positive light. We want to have a positive impact on those whose day we touch – even if just for a moment.

When the interaction ends, we may want to roll the eyes or “smh” or huff or take a mental break and look at the smart phone for a minute. That’s definitely understandable.

Just know that when engaged with the customer in any manner, we need to be wired for excellence. If we imagine we’re on TV, it makes us self-aware. Then that attitude of service excellence can come through regardless of how we’re communicating with the customer.

Imagine being on TV to become more self-aware of how you need to come across to others.

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