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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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When It’s Definitely Okay to Fail – 2/23/16 TOW

Posted on February 23, 2016 in Customer Service Tip of the Week Please leave a comment


Do you ever encourage failure? Do the leaders in your organization say “please fail?”

While rarely – if ever – should failure be the goal, fear of failure can lead to mediocrity. Avoiding the potential for failure can lead to inaction. And in a competitive world, it’s ironic that mediocrity and inaction eventually lead to that same failure that a company (or individual) is trying to avoid.

I heard a basketball coach recently mention that success in the game is built off many failures in the practices. In a business sense, success in serving a customer is often built off trial and error in a company’s “practice sessions.” A successful journey toward a goal often involves healthy conflict and creative ideas tossed aside for even better ideas.

It’s okay to fail in a company’s practice sessions. It’s okay to have healthy conflict and toss good ideas aside for better ideas.

Those failures are what make greater success possible.

What are your company’s practice sessions? Are they role-plays on customer situations? Is it user-testing of a new web portal? Is it piloting a new process or approach to serving customers?

What are your company’s idea-generation sessions? Are they robust enough that there’s conflict and deep, thought-provoking discussion? Are enough ideas being generated that the good can be set aside for the better, and the better tabled in favor of the best?

Identify in what you need to succeed as an organization. Then create opportunities to practice possible situations. Develop and debate ideas to move toward the best solution.

Create opportunities to fail so that you can move closer to success.

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Flip the View of Your Process – 2/24/15 TOW

Posted on February 24, 2015 in Customer Service Tip of the Week Please leave a comment


The customer complains that they had to go through 6 phone menus, some of which didn’t make any sense, and then they waited 8 minutes to get to an employee who asked for the same account information that the customer just keyed into the phone. The employee wonders why the customer is so upset, after all, the employee had a great tone of voice and read the script perfectly when he answered the phone!

To the employee, the encounter just started, but to the customer, the encounter started 20 minutes ago when they were looking for an answer on the website and then – in frustration – called the company only to wade through the phone menus and sit on hold – again – for 8 minutes.

It’s tiring just writing about it; imagine how frustrating it was to experience it!

I’m not painting a picture of anything you haven’t experienced as a customer in your personal life. This happens every day, in every industry, MILLIONS of time each week.

Many companies claim to want processes that are “customer-friendly,” but too often the reason why they are not “customer-friendly” is that they were designed looking only internally – like conducting a 1980s style flow chart analysis.

What is the rework we can eliminate? Where is the redundancy that we can streamline? Where is the waste to remove? Where is the manual step that we can automate?

While these are all excellent questions, too often they’re asked purely from the company’s perspective. Then we design a process and implement it, only to later wonder why customers complain so much about the process! To them, it’s frustrating, it’s cumbersome, it’s not clear.

So what’s the process solution? Look at that wonderful process flow that looks so clean from the company’s perspective, and – instead of implementing it as is – flip it to view it from the customer’s perspective.

What’s that journey like that the customer undertakes? When do they find the need to contact you? How do they decide to look for you? How do they start tracking down answers or tracking you down?

We call this step part of our Customer-focused Process Redesign methodology, but you can also do this using mystery shopping or using customer focus groups and interviews. There are many methodologies to use in improving a process, but to make that new process part of a great experience, incorporate the voice of the customer.

Flip the view.

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The Customer Service Wreck that Wasn’t – 12/16/14 TOW

Posted on December 16, 2014 in Customer Service Tip of the Week Please leave a comment


The car was at the dealership, sitting in the parking lot waiting to have the front-end aligned. Nobody was in the car, so the car was minding its own business, drinking in the midday sun. Then an 18-wheeler came by and side-swiped it, making one long dentscrape (my new word) down the entire passenger side of the car.

Now I could regale you with everything that went wrong from that point forward at the dealership (since the dentscrape happened to MY car). Instead, I’ll tell you a quick and positive story about something interesting that the body shop does for customers. FYI – This GOOD body shop is NOT the dealer’s body shop.

There were several selling points about the good body shop, including great reviews online, multiple before/after picture examples, convenience, and great interactions with the staff when trying to understand the repair and insurance processes. The one selling point I’d like to focus on is this – they take pictures.

Every evening they take pictures of the car and post them to the web to a URL only given to that particular car owner. Therefore, every night I can check on my baby (er…car) and see the progress made. This may sound like a little thing, but look at what it does:

  • First, it’s a touch point, so the company is in contact with the customer daily – keeping the relationship warm and the dialogue ongoing.
  • Second, the touch point is initiated by the customer (clicking on the URL with curiosity about their car), so there’s little labor involved in the touch.
  • Third, the openness of sharing photos builds trust in the process.
  • Fourth, there’s a comfort that’s imparted to the customer since there’s little fear of the unknown (the progress is made known through the pictures).
  • Fifth, the customer becomes confident because improvements are viewed, and the end point (the new-looking body of the car) becomes more clear over time.

Assuming you don’t work in a body shop, here are the lessons learned. Make it easy for the customer to know what’s going on with the project, service, issue, or product. Offer a “self-service” option to getting updates. Be open with progress and the process in order to build trust and comfort, and give them communications that paint a picture of success.

Show them the pictures that paint the story of success.

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