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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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Relate – 9/18/18

Posted on September 18, 2018 in Customer Service Tip of the Week Please leave a comment


People tend to be drawn to people that they can relate to in life. Steph Curry is not 6 feet 8 inches and 260 pounds, built like granite. He’s about 6 foot 3 inches, but on a basketball court he looks kind of like a guy who you might work with or someone you might see grabbing a burger in a low-key restaurant. He is the most popular basketball player in the WORLD among Millennials, and people can relate to him.

When we are interacting with a customer or a co-worker, it’s not necessarily our goal for that other person to like us. We can’t control their feelings or their perspectives, but it often helps the tone of the conversation, the dialogue, the flow, the patience the other person exhibits if they feel like they can relate to you.

If they are booking a trip, and you have gone to that location before, that’s a point of relating. If they are walking their dogs in the home improvement store and you enjoy pets, that’s a point of relating. If they call you on the phone and you recognize the area code as something familiar, that’s a point of relating. If they talk about their kids or their cat or their home or what excites them or their concerns, those are all points of relating.

Now here’s the key. Address those points of relating in the conversation with the customer. Don’t just notice the location of the trip or the dog or the area code; bring it up in conversation. Don’t just let that comment about the kids or the cat or the home or what excites them pass you by. Bring it up in the conversation. Don’t let those little commonalities of life pass by like a stranger on the street. Take the time to highlight them, and take the time to relate to the other person.

It creates a different tone. It can make the encounter more enjoyable. It may even engender a little bit of goodwill and patience.

Relate.

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Every Moment is an Opportunity – 1/24/17

Posted on January 24, 2017 in Customer Service Tip of the Week Please leave a comment


It’s a “Moment of Truth.” That’s a phrase used in customer service to typically describe when we’re one-on-one with the customer, and how we react or respond or engage the customer in that situation is make or break.

Do we build a relationship through our actions or tear it down? Do we engender loyalty or drive the customer away? Do we create “Raving Fans,” or do we develop detractors?

When we view that “Moment of Truth” phrase in these terms, it can seem ominous. It can create pressure. It can cause us to focus on “not doing something wrong” in that moment, causing you to hold back or do little proactively.

To help us get in a Success Mindset, let’s view every one of these moments as an opportunity:

  • It’s a chance to get customers to love your organization.
  • It’s a situation that could create positive word-of-mouth.
  • It’s a chance for you to convey you care about someone.
  • It’s an opportunity to make someone smile.
  • It’s a moment that will set your business above competitors in the mind of this individual.
  • It’s a chance to help this person to feel valued.
  • It’s one of those moments where we can flip anger to appreciation.
  • Instead of “making a sale,” it’s an opportunity to “make a customer.”

 
Don’t let the importance of the customer service Moments of Truth overwhelm you and cause you to hold back.

View every moment as an opportunity.

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Rapport in 90 Seconds – 1/17/17

Posted on January 17, 2017 in Customer Service Tip of the Week Please leave a comment


Sometimes we’re meeting the customer for the first time. It’s going to be a brief conversation, but we still want them to end the conversation feeling valued, comfortable, and confident – we want them to have a great experience.

Maybe there’s not enough time to establish a relationship, especially if you only have 90 seconds with the customer. So how can you at least establish a healthy rapport?

First, initiate and greet. Go to them, if possible, to initiate the conversation. Let them know you’re available and happy to help. Greet with some energy (not overbearing, but definitely not flat). Focus on them, and be friendly/courteous.

Second, make it all about them. Ask about their interest, their issue, need, or goal. Asking puts the focus on what’s important to them, making them feel important and valued. Restate your understanding to convey their situation is understood, and make it conversational – flowing dialogue is often key to rapport-building.

Third, share a little about you. It’s all about them, so what they need to know about you is that which makes them feel valued, comfortable, and confident. Valued – how what you do addresses their need. Comfortable – use your name to personalize. Confident – convey that you’ve helped others in similar situations.

Finally, let non-verbal factors communicate for you. Ensure that your body language and tone of voice back up what you’re trying to accomplish with your words. Engage with the body language, expressions, and tone in a manner that conveys you’re focused on them, empathetic, positive, and service-oriented.

Regardless of how much time you have with the customer, communicate in such a way as to engender positive feelings about you and your organization.

Establish rapport in 90 seconds.

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