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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

Customer Understanding Leads to Relationship Growth - 2/13/24


We’ve worked with educational organizations at all grade levels over the years.  One special and unique characteristic about the staff who work in these organizations is that there’s a clear intent to know about the students as individuals, to focus on them rather than purely focusing on what’s delivered 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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“I’m Sorry” Doesn’t Mean “I’m Guilty” – 12/14/21

Posted on December 14, 2021 in Customer Service Tip of the Week Please leave a comment

Individuals and organizations mess up; that’s part of life…

They told me that they were going to be at my home at a certain time; they were REALLY late.  The customer service representative said they would get a message to a co-worker, and the co-worker would call me back; I never got a call.  A salesperson promised what the company could do; the team that had to deliver the service could not meet the unrealistic expectations set by the salesperson.

In every situation, employees attempted to find an alternative solution. In not one case did anybody say “I’m sorry.”

That omission bugged me, and it took me a minute to figure out why.  Then it was clear – they looked for the solution without ever acknowledging the situation that caused the need for the solution.

None of these organizations acknowledged they’d done something wrong.  In not one of these cases did the person resolving the issue cause the issue, so maybe they didn’t want to admit guilt.

In situations like this, however, saying “I’m sorry” is not an admission of personal guilt.  It’s showing organizational accountability.  While I understand people don’t want to admit guilt (especially if they’re not “guilty” of anything), they could still say “on behalf of the organization, I apologize.”  By saying that, they’re not accepting personal responsibility, but they’re acknowledging that the organization caused the problem.

Some people won’t say “I’m sorry” because they feel it’s a sign of weakness.  But we shouldn’t view service recovery situations as battles where one person wins and the other loses.  Instead, we should look at it as an opportunity to save a relationship, to help a customer, to serve others, to retain their business.

It’s not a sign of weakness to admit fault.  It’s a sign of strength and humility to acknowledge an issue.

When your co-worker or your organization makes a mistake with a customer, make an apology a part of your response.

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Employee Runs for a Dog Run – 3/12/19

Posted on March 12, 2019 in Customer Service Tip of the Week Please leave a comment


I was never a Boy Scout. I mean in the literal sense, but also somewhat in the figurative sense, but I digress. After years of telling myself that I needed something to help my dog get exercise outside without worrying about him trying to dig under a fence and escape, a friend gave me the idea of creating a dog run.

Essentially, you tie a wire between 2 trees, and then you hook a long leash to the wire so that the dog can run around out back even if you’re not out with him so that you won’t worry about him running off.

The more YouTube videos I watched, the more excited I got about the prospect of creating a dog run. Also, the more YouTube videos I watched, the more clear it became that I never learned how to tie a good knot like I would have if I had been a Boy Scout.

So, I went to the local hardware store and decided to claim my own ignorance. I laid out my plan to an employee, and the gentlemen listened to me, he helped me to concoct an approach to constructing the dog run. Piece by piece, we discussed the wire, the long leash, how to secure the wire to the tree in a way that wouldn’t hurt the tree, etc.

He was patient, seemed interested, and gave me multiple options to consider. It was a huge help, I thanked him, and I walked away toward another section of the store to look for one other item I needed before checking out.

About 2 minutes later, on the exact opposite side of the store, the employee came running toward me. After I had left his section, he had continued to give my project some thought, and he realized that I needed a hook not only for what would attach the long leash to the wire but also one that would attach the other end of the long leash to my dog’s collar. That would’ve been a pretty frustrating project if I had set everything up perfectly but had no way to attach the lease to my dog’s collar – YIKES!

I went to the hardware store knowing what I wanted to accomplish, and I was engaged by an employee who seemed interested in my project, gave me options, and actually ran after me to ensure I had everything I needed.

Sometimes it’s nice just to be able to tell a good customer service story.

Be that employee willing to run after a customer to give them some extra help.

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