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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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Customer for Life – The Third Step – 4/2/19

Posted on April 2, 2019 in Customer Service Tip of the Week Please leave a comment


Two weeks ago, we addressed the Second Step of keeping a Customer for Life: Never let a relationship go stale – keep the communication going. Now, we’re sharing the Third Step. To have a customer for life, you have to address what will keep them. Sounds simple, but this is the hardest part. Let’s assume that you’ve addressed the first 2 steps (knowing the customer and keeping the relationship fresh – the communications ongoing). Now you’ve got to address their retention-drivers.

This is hard because you could have 10 different customers with 10 different reasons they’re with you, with 10 different reasons why they’d leave you. Mary may be with you for your responsiveness, and Mark is with you for convenience; Jennie is with you for a particular product feature, and Josh is with you because he receives great value. Renee wouldn’t leave as long as she’s treated consistently, and Rashaad wouldn’t leave as long as he’s treated like a king.

You see, to have a Customer for Life, this 3rd step requires that you know each customer uniquely and – more importantly – you consciously address each one as unique. You have to be highly responsive to Mary and make processes easy/convenient for Mark. You have to ensure Jennie never loses that feature, and you’d need to reinforce perceived value and add actual value for Josh. You’d have to be consistent with Renee and ensure your co-workers provide her the same level of service; with Rashaad, you’ve got to treat him like a king!

To create a customer for life, be conscious of the unique quality that keeps each customer. Then – in every encounter – strive to address that reason for staying.

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Customer for Life – The Second Step – 3/19/19

Posted on March 19, 2019 in Customer Service Tip of the Week Please leave a comment


Two weeks ago, we shared a Customer Service Tip on how to get (and keep!) a Customer for Life. We addressed the First Step, Knowing what you need to know about the other person. Now, we’re sharing the Second Step. To develop a relationship with anyone, there has to be some semblance of ongoing communication. There has to be some kind of dialogue that is not all about you. It’s about listening to the other person, about seeking them out and sharing something of value, or listening to something being shared by them.

For those of us that are trying to deepen relationships with our clients and grow our business with them, oftentimes we can get into a habit of communications being all about selling. Communications become all about pushing information. It gets to the point where, whenever they hear from us, they’re hearing about us and our products and services.

But think about what makes for a good relationship. There is informal as well as the more formal interaction. There are not long periods of dead silence. There are enough ongoing communication touches that the relationship never goes stale.

The Second Step in gaining a Customer for Life is to have a strategy that you implement that ensures that you don’t go too long between communications with the other person. This strategy has a mix of formal and informal touches. You’re not constantly pushing information to them, and sometimes you’re just engaging them in informal discussion.

Sometimes you’re asking them questions to learn more about them. Sometimes you’re requesting information or being inquisitive. And sometimes you’re providing something just because it’s the right thing to do even if there is no direct tie into a new sale.

In other words, care about them as an individual enough so that more than half of your communications with them are either helping them out, generally keeping in touch, or asking them about themselves.

To create a customer for life, take the second step. Make it about them, and never let the relationship go stale.

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Customer for Life – The First Step – 3/5/19

Posted on March 5, 2019 in Customer Service Tip of the Week Please leave a comment


This should be the goal, right? That our clients today will be our clients tomorrow and well into the future. That their loyalty grows, their business with us grows, their referrals grow, and it is all part of a relationship that grows and develops over time.

But what’s the First Step? To answer this question, think about the first step in developing a relationship with anyone – a friend, a co-worker, or anybody else that pops to mind. If the goal is to have a relationship with somebody, we’re not talking about JUST what to do in that instance or that one encounter. We’re talking about how to begin the process of communication and conversation that is going to occur over time. It’s about going beneath the surface to go from chit-chat to rapport to relationship.

Regardless of what event or phone call, what meeting or issue or question created this first encounter, the first real step in creating the customer for life, creating that relationship, is beginning to know the other person.

Who are they? What do they care about? What are their priorities? Who are their friends and family members? Even, what are their values or those things that factor into their decisions?

When you’re thinking about creating that customer for life, before you ever engage anybody, identify what are those things you really want to and need to know about the other person to form a relationship. Write those questions down.

Make some of them a part of every engagement, where you’re not just reacting to them or sharing information with them, but your inquisitiveness and your questions convey that you care enough about them to get to know them a little bit better every time you communicate.

To create a customer for life, take the first step. Know what you need to know.

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