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Be Amazing - 4/23/24


Watching Michael Jordan steal a pass and then dunk a basketball is amazing.  Taking a rocket to the moon is amazing.  The taste of my mom’s homemade beef soup is amazing. We all have our personal examples of what is amazing.  Usually, it’s something that we cannot comprehend, that we Read more

Talk About Yourself to Build Customer Confidence - 4/16/24


When you’re dealing with somebody who is anxious or nervous about a situation, a customer who feels like they don’t have much control, an individual who is unsure and uncertain, it’s important to put the customer at ease.  It’s important to build their comfort level.  It’s important to help Read more

The Proven Value in What You Do - 4/9/24


Forbes wrote an article last year based on a compilation of the results of research on customer service and the customer experience; it was titled:  100 Customer Experience Stats For 2023. In reading the article, you’ll note that many of these key research findings are about you – the value Read more

A Tale of Two Texts - 4/2/24


Having to get allergy shots once a week is never fun, and for Janet, it became an even bigger frustration. She had the shots typically scheduled on Tuesday around 10:30 in the morning, figuring she would avoid the morning rush as well as the lunch rush by going mid-morning.  However, Read more

The Secret Sauce for Great Customer Service - 3/26/24


I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and Read more

The Miracle of an Apology - 3/19/24


Unfortunate but true story… The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about Read more

It’s Not About the 5-Minute Wait - 3/12/24


Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax Read more

Lessons from the Greats - 3/5/24


I was recently facilitating a workshop on the customer experience, and I made the point that it’s usually beneficial to look at your personal life for great experiences; identify what really resonates with you in a positive way in order to uncover ideas to improve your own customer service. So, Read more

The Empathy Roadmap - 2/27/24


For some people, empathy comes naturally.  There’s an innate desire to learn about the other person and to sincerely convey that sense of interest and caring.  But for many of us, sometimes it helps to have a communication plan.  It helps to know what to do in order to Read more

“You’re the Boss” - 2/20/24


Terrence is excellent at what he does.  From a technical standpoint, he knows how to keep the facility clean.  He’s the lead custodian, and he knows that keeping things straight does not necessarily mean keeping things sanitary.  He knows what chemicals to use and not to use, how to Read more

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Keep in Mind 3 Key Questions – 11/22/22

Posted on November 22, 2022 in Customer Service Tip of the Week Please leave a comment

Customers want to be heard.  If they have an issue or need or something that requires your support, they want to be understood.

When we are trying to find a resolution or fulfill a need, when we’re trying to help a customer achieve their goal, sometimes we can be so immersed in the details of the situation that we lose sight of the big picture. Other times, we can be so focused on our policies or our procedures, our products or protocols, that we’re not truly seeing this from the customer’s perspective.  And in this day and age, sometimes we’re just so busy that we don’t have the time or patience or inclination the handle the situation correctly.

To simplify things for ourselves and increase the opportunity for success for the customer, when you have the responsibility to support the customer in addressing their issue, need, or goal, keep in mind 3 Key Questions:

What’s their STORY?

Ask about their situation.  Try to understand a little bit about who they are as a person and the lens through which they’re viewing what’s going on.  Note where they’re coming from so that you know the starting point from where you can lead them.

What’s their GOAL?

Sometimes the customers are really good at giving us the game plan for how they want us to fix their situation, but often their game plans won’t work.  There’s some policy or time constraint or procedure or approach in their plan that will not work.  So, put yourself in the role of being the solution-provider – understand their goal.  And once you understand, keep this goal at the forefront of the remainder of the conversation.

What’s their PATH?

This is where you, as the expert, truly become the solution-provider.  You know their story…so you can empathize.  You know their goal…so you understand the desired outcome.  Now, you can map out a path for getting from their point A to the desired point B, and you can describe that path based on your understanding of the individual in front of you in the story they have told.

When you are helping somebody out of a bad situation or getting a need addressed, when you’re dealing with somebody who has a certain goal and they don’t know how to get there, simplify things for yourself.  Keep 3 Key Questions top-of-mind to help you navigate the conversation.

What’s their Story?  What’s their Goal?  What’s their Path?

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Set Time Aside – 4/19/16 TOW

Posted on April 19, 2016 in Customer Service Tip of the Week Please leave a comment


Many of our clients struggle when changing organizational culture, impacting morale and organizational success, or getting staff to focus on what’s most important. Great ideas are created, but they often don’t become a sustained reality.

The solutions to this issue with real change not occurring or not sustaining often boil down to one key point: You have to set time aside.

Example #1 (Embedding in Education) – A CSS education client is having difficulty embedding some of its Core Values into its culture. They are communicated periodically, activities are developed for leaders to use with staff, but the culture change is slow and inconsistent. One solution that they are now undertaking involves making these Core Values a standing Agenda item for every meeting. At least 5 minutes of every meeting are set aside for some action, story, recognition, reinforcement, or activity that addresses Core Values. Best case, that Core Value agenda item aligns to the meeting goal, but in any case the values are embedded into their existing meeting structures.

Example #2 (Getting Buy-in in Government) – A local government client of ours is trying to accomplish two key goals concurrently: Raise performance and improve morale. One of the big morale issues is that front-line staff felt that decisions were made by a few leaders with no input from the staff charged with implementation. Putting the plans in place was invariably done last minute, resulted in unforeseen issues, created NO staff buy-in, and put stress on staff. The solution? Ongoing Employee Roundtables are being created; leadership is setting time aside on a recurring basis to get staff input and ideas early on when new products, policies, and processes are being considered. This creates buy-in, makes for better ideation, reduces staff stress, and decreases backend fire-fighting post-implementation.

Example #3 (Reviewing Sports Research) – We have worked with a sports client to create a Voice of the Fan research program for its events at multiple venues, but some venues (typically lower performing ones) aren’t using the data as completely as they could and aren’t participating in the post-survey debrief calls. The solution? The client now requires all venues to set aside time for the debrief calls, and the corporate staff participates on the calls. The venue staff are now ending these calls excited by what they learned, knowing how to best use the results, and aware of the retention and revenue growth opportunities available.

So what are your ongoing organizational challenges? Maybe the challenges are not being effectively addressed because time is not being consistently devoted to the topic.

Set Time Aside.

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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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