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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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Don’t Copy Company A – 5/19/15 TOW

Posted on May 19, 2015 in Customer Service Tip of the Week Please leave a comment


Terri, the church secretary, knows that the copier agreement ends in about a year, and while she’s aware of its upcoming renewal timeline, it’s obviously not something that she thinks about much.

The current copier vendor (“Company A”) signed on with the church two years ago, before Terri became the new secretary; that vendor hasn’t contacted the church once since the contract was signed. Even though there’s a maintenance agreement, they have never come out to do service because the church never called. So even though “Company A” has a contract with the church, they have no relationship.

When another copier vendor (“Company B”) contacted Terri about the church’s needs, Terri said she’d talk with them. “Company B” noted specifically how they would save the church money on the contract. They described how they’d provide more maintenance and shared their “Company B” promise that they would contact the church to schedule the appointments. They noted the increased functionality they’d provide on the copier. And while changing vendors today and getting out of her current contract would require time and effort on Terri’s part, she’s willing to do it.

The reason that she’s willing to do it is partially because of what the new provider is offering. But here’s the big difference – she knows what it’s like to be a customer of the current vendor, and there’s no relationship, there’s no sense of caring, there’s no proactive communication, and there’s no sense that she – the customer – matters.

Realize that getting a customer is merely the start of a relationship. Make and execute the plans to develop a relationship, provide proactive communications, and ensure the customer feels like they matter to you.

Don’t Copy Company A.

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Sell the Facts – 4/14/15 TOW

Posted on April 14, 2015 in Customer Service Tip of the Week Please leave a comment


If there’s one thing I’ve heard repeatedly throughout the years it’s that MANY customer service people hate to sell. I’ve also heard that great salesmen are great at “servicing” their accounts. Now as “customer service people,” we can all agree that sales people who have a service-focus should perform better. We’re wired to serve, so naturally we’d feel that sales people would benefit from some similar wiring.

But customer service people don’t like to sell. We say: “It’s pushy. It’s product-driven, not people-focused. It’s uncomfortable. It’s me-focused instead of you-focused.”

In many ways those thoughts are correct, but we have to get over those stereotypes about selling and sales people. For customer service people to be the best we can be, we have to learn how to sell.

Think of selling using a different word – persuasion. We are often giving customers options to consider. They can renew their account today or next month. They could take medicine A or medicine B. They could pay online or in-person. They could return an item or get it repaired. They could return this semester or drop out of college.

Often – as service-focused individuals – we want to offer options and provide the facts for their decision, and then we stop.

But in our gut, if we truly care about that customer with us, we often know there’s a better option. We know that customers similar to them preferred a particular alternative. We know that – based on their unique personality, their specific issues, or their personal goals – one way is better than the other.

It’s their decision, but if we really want to provide great customer service, we need to use our skills to persuade them toward what decision may be best for them.

“While there are different times when you could renew, based on your preference for that location, I recommend you renew today to lock in those seats.”

“When we’ve had patients in your situation, they preferred medicine A because there are minimal side effects.”

“When people haven’t dined with us before, we often recommend this dish – it’s our specialty and really gives you a sense of what makes this experience special.”

When you’re serving, don’t be adverse to selling – particularly if selling is simply persuading the customer to make the best decision for them.

When offering options, don’t just state the facts – sell them.

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