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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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When it’s – Truly – Not Your Fault – 6/12/18

Posted on June 12, 2018 in Customer Service Tip of the Week Please leave a comment


Jennie was under fire. She was the first line of defense – the front-line worker in the software firm. She didn’t make the software. She didn’t cause it to have errors. She wasn’t the one apparently avoiding the biggest customer’s calls.

Yet, here she was – dealing with the issue, the anger, the emotion of the customer, and it was truly NOT her fault.

This is when you could have one of a number of urges – you can argue, you can ameliorate (an underrated word!), you can obfuscate (nice SAT word!), you can empathize, or you can throw your co-worker or company “under the bus.”

This is the time to hold back on that last urge – don’t take down a co-worker to take down the customer’s emotion. This is when that phrase “you have to be the bigger person” comes into play. The best response to a customer situation is not always what we’d prefer to do. The best response is often not the easiest. The best response isn’t always painless in the short-term.

The best response – when it’s truly not your fault – starts before you get into the technique, the wording, the engagement with the customer. The best response starts before you respond to them – it starts with how you decide to handle yourself.

It’s a matter of having the conscious thought that “It’s not about me. Let me do what’s best for the customer and the company. Let me focus on others – not focusing on who’s to blame (or not to blame, in this case).”

It’s a mindset and a realization that – yes – you have to be the bigger person.

Thanks for what you do as a customer service representative of your organization.

And thanks for what you don’t do – namely throwing your co-worker “under the bus.”

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What to do DURING a Bad Experience – 5/15/18

Posted on May 15, 2018 in Customer Service Tip of the Week Please leave a comment


After providing the final research report to a client recently, even though the report provided tremendous detail and a 10-page Executive Summary, the client asked that I cull down the key takeaways to a few bullet points. As I glanced back through the report, there was one exceptionally interesting finding.

As background, this research was for an event that takes place annually. One of our approaches to analysis is to look at the characteristics of last year’s respondents and their individual responses to the survey, then identify which of those attributes strongly correlated to renewal and attendance at this year’s event.

One of the strongest factors impacting renewal to this year’s event was Event-related Communications. Last year’s event was negatively impacted by the weather, and it was interesting that many of the respondents felt better about the overall experience if they felt better about Event-related Communications, and they felt worse about the overall experience if they were not satisfied with the Event-related Communications.

Essentially, when an organization has challenges, a particular event as issues, a product or service has poor quality or lacks timeliness, the importance of effective communication ramps up dramatically.

When things are going bad, it’s better to overcommunicate than under communicate. It’s better to be more proactive and provide information above and beyond about what the issues are, what the resolutions may be, and what timeframes are expected.

It’s not just a good thing to keep customers in the loop, but when significant issues arise, those communications are often the difference between a renewal and a cancellation, the difference between keeping a customer and sending them to a competitor, the difference between a repurchase and lost business.

When you look at your ongoing customer Touch Point Strategies, make sure that there are specific strategies in place that enhance customer communications when the experience goes bad.

Know what to do during a bad experience.

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Use Best Practice Survey Follow-up – 5/1/18

Posted on May 1, 2018 in Customer Service Tip of the Week Please leave a comment


Although most companies view customer satisfaction surveys as tools to gauge fan perceptions, we view them in a broader sense. It’s an opportunity to better know individual customers. It’s an opportunity to identify needs that you can address later. It’s a chance to tap it their ideas, and it’s a chance to have a positive touch point.

After the survey is completed by the respondent, the process should not be complete. You see, a customer satisfaction survey is also a relationship-builder. Here’s a follow-up e-mail received by a hotel survey respondent (the names have been changed):

Dear Ms. Jones,

Thank you for choosing the Hotel Essex in Downtown for your recent travels to Hockeyville.

Commitment to service and guest satisfaction is a main focus, and we are delighted to hear you enjoyed your stay. The pride and dedication our hotel team takes in providing exceptional customer service to our valued guests speaks strongly to our company’s core values, “good service at a fair price.”

Thank you again for taking the time to provide your feedback on the Guest Satisfaction Survey and we look forward to serving you again soon!

Sincerely,
Jennie Jackson
Guest Services Manager
Contact information followed

In this follow-up communication, the customer is thanked twice. There’s a reference to “Team,” and the company shares its core values and how they align to service. No sales offer. Not an epistle – just a brief “thanks.”

The company has just created a new “Last Impression” with the customer, and it’s a positive one.

Take a look at your research processes, and instead of viewing the process stopping with the customer when they complete the survey, view that as a pivot point to create an additional positive impression in your follow-up.

Build relationships with customers – even through your survey process.

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