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Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

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Build Rapport to Build Your Business – 12/6/16

Posted on December 6, 2016 in Customer Service Tip of the Week Please leave a comment


Story 1: The worried spouse called the gambler’s hotline because she was afraid her husband had a gambling problem. He had been spending lots of money on it, staying out later and later. When the hotline representative answered the call, the representative was calm and empathetic about the situation. She asked appropriate questions and gave the wife time to explain her situation. The caller was comfortable with the advice being offered and ended the call with some clear next steps, resources available, and someone she could trust to call again. She eventually utilized their resources.

Story 2: The nurse at the primary care clinic met Fred – a new patient that had switched clinics because of insurance purposes. The nurse wasn’t rude, but she didn’t smile, didn’t introduce herself, and never used the patient’s name after calling Fred in from the waiting room. She spent the entire time in the exam looking at her computer. When the doctor entered the room to meet Fred for the first time, there wasn’t necessarily tension, but there was a reserved, guarded, impersonal feel to the conversation. Fred considered finding another doctor.

Story 3: Marie needed to buy a new car, and she knew that her credit union had an auto buying service. The people at the credit union had always been friendly and she trusted them, so she decided to give it a shot. After a call and several e-mails, she noticed that no matter to whom she spoke, they were always responsive and consistently pleasant – almost happy! They gave her many details, explained processes, provided links to specific sites on the web, and were patient with Marie’s questions. She bought the car through their service.

These are three stories that had some success (Stories 1 and 3) and a probable fail (Story 2). These are all stories about the need to establish rapport. Maybe the quality of the services in Story 1, the physician’s skills in Story 2, or the auto purchase terms in Story 3 were no better or worse than the alternatives that could be considered, but the decisions to move forward with those businesses were made largely on the rapport that the employees established.

Rapport can lead to credibility, comfort, confidence, and – in the end – a decision to do business with an organization (or not).

Build rapport to build your business.

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Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16

Posted on September 13, 2016 in Customer Service Tip of the Week Please leave a comment


I received a request for help from an Information Technology call center representative. She wanted to better herself, but she had no access to corporate training. However, she clearly knew her needs – she had difficulty troubleshooting issues on the phone with customers.

She was communicating purely verbally – no written instructions for the user, no body language to read or convey. The representative sometimes got lost in the details of the issue, so it’s hard to help a novice user if the representative herself has difficulty keeping all the facts clear and top-of-mind. Also, the representative wasn’t always certain where the user was on the system versus where the representative expected the user to be during the resolution process.

So the representative wanted guidance – what were specific, tactical things she could do to better resolve issues on the phone? Here are some thoughts – although they’re written through the I.T. lens, they apply to any telephone troubleshooting situation:

  • Tell the customer that you’re going to ask several questions, and note why you’re asking (i.e., the better you can specifically know the issue and cause, the better you can give them the right solution).
  • Be patient with the customer – they probably are frustrated and may be overwhelmed.
  • Avoid acronyms and “tech terms” – the customers are probably not as knowledgeable as you.
  • Get to the root cause before you get to the solution. That way you can address it the first time without backtracking through resolution steps to alternative solutions.
  • If you get lost in the details, draw a picture of the issue and resolution process on a piece of paper (almost like a flow chart) while talking with the customer. That way, you don’t have to rely on your memory; you can see everything on one page. Possibly have standard bubbles on the paper that address key points including: hardware system, application/software, timing (time of day, day of week), frequency (first time or recurring), system messages, key issue occurring, etc.
  • If you have trouble explaining to the customer how to troubleshoot, walk them through the typical flow on your paper. Then, after each question or step they complete, confirm with the customer that they understand. Never go to Step 5 until you’re certain they’re done with Step 4 and you know where they are after Step 4.

Review these quick telephone troubleshooting tips, and tailor them to make the issue resolution process better for you and your customers.

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Go for the Hard Yes Over the Easy No – 4/12/16 TOW

Posted on April 12, 2016 in Customer Service Tip of the Week Please leave a comment


The customer was telling his business partners about what a great job the lender did for him. Before that, the customer was happy and joking with his account representative, Jay. Before that, Jay was getting him the paperwork that provided the funding the customer needed.

Prior to that, Jay offered the customer a couple options for funding his equipment purchases. Prior to that, in a response to a question from the account representative, the customer told Jay his business goal. Prior to that, Jay said No.

Jay said No because the customer had asked for a specific type of loan for which he wasn’t qualified.

We’re tracking here – we’re tracking back from the positive Word-of-Mouth that Jay was receiving to the inception of the conversation – when the customer asked for something that could not be done.

Jay opted for the “Hard Yes” over the “Easy No.” He said No initially because policy warranted the response, but he moved deeper into the conversation. He probed for the core need. He cared enough to ask the questions that led him to an answer.

Follow Jay’s lead. Go for the Hard Yes over the Easy No.

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