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Use AI to Improve Your Performance - 7/23/24


Many companies are integrating Artificial Intelligence (AI) into some aspect of their business.  This could greatly change how they operate, how they communicate with customers. This AI wave reminds me of a story from 20+ years ago when a stock brokerage firm launched a new website that greatly enhanced the Read more

The New Burger Experience - 7/16/24


Floyd loves a good hamburger. Any chance he gets to try a new spin on an old standby, he takes it. Recently, a burger joint opened near his house, and Floyd was very excited! It was owned by and named for a world-renowned chef, so it had to be Read more

Boost Customer Happiness - 7/9/24


There’s a cooking show that a friend of mine watches, and the premise is all about reverse engineering food.  They may take a Reese’s Peanut Butter Cup, analyze it, and determine the ingredients just by tasting it.  Then they figure out a recipe.  The cook will try to make Read more

Brainstorm to Better Yourself - 7/2/24


I’ve led enough sessions with clients on continuous improvement topics to have solid experience on how to lead ideation exercises, brainstorming to develop new ideas.  Oftentimes these sessions start with the right question; the first answers may not be the ultimate solution, but they can serve as a jumping Read more

The Power of the Pause - 6/25/24


When I’m facilitating a meeting, and it feels like it’s going off-track or the discussion is going a little longer than it should, I may say something like “let me pause the conversation so that…” or “let’s pause just for a minute and consider…” I don’t like the word STOP. Read more

Handle Interruptions Heroically - 6/18/24


In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event. Later that day, Jimbo was asked by his boss to put everything on hold for Read more

From Employees to Teammates: The Shift - 6/11/24


Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members! The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking Read more

Nurture New Relationships - 6/4/24


Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service. All the while, he was in the process of renovating a storefront for his business, so he was Read more

There’s Positivity in Patience - 5/28/24


The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting Read more

The Goal – A Great Experience - 5/21/24


The following is a narrative of a great experience (people, process, service, facility) at a minor league sporting event – key points that could apply to any business are in bold… Mark and I pulled into the parking lot, excited about the game.  The Slapshots had been on a roll Read more

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Let Dialogue Drive Service Delivery – 10/6/15 TOW

Posted on October 6, 2015 in Customer Service Tip of the Week Please leave a comment


In talking with a client recently, they shared their approach to developing future services. Thinking 10 years down the road, they noted how technology, the community, and customer needs all would change.

This is a company with strong relationships with customers, and although they value innovation and creativity, what they value most is the relationship with their customers.

The core of their development of new services was described, and if you pulled out all the fancy terminology and new age infographics, their approach to new service development is simply based on having ongoing dialogue with customers.

The company described an iterative process where they initiate dialogue with current customers and non-customers. They ask about changing needs, preferences, and desires. They ask anticipatory questions about future trends, and they ask about what the company could best do with services and the experience used to deliver the services.

In short, they let customer dialogue drive the approach to service delivery.

Your customers use your services, they pay for your products, they judge your experience, and they stay or leave – they talk you up or down with friends – based on their opinion of your organization.

Uncover what they want and need and how they’d like to receive it, then deliver on those desires.

Let Dialogue Drive Service Delivery.

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I’m Big on the “Same Page” – 7/1/14 TOW

Posted on July 1, 2014 in Customer Service Tip of the Week Please leave a comment


Let’s get on the Same Page. How do you get everyone on the Same Page, going in the same direction? Before we move forward, let’s make sure we’re on the Same Page. You need to ensure you’re on the Same Page with your customer before you end the call.

I seem to find myself using the phrase “Same Page” over and over again. I’ll use it in training, when providing strategic guidance on culture change, in meetings with my clients, and in one-on-one discussions with staff.

The phrase comes out of my mouth so often because it applies to so much in service interactions and service cultures. In healthcare, you often have to communicate with patients about next steps. What must the patient do to care for themselves at home post-discharge? Who must they contact to talk about billing and insurance? Where should they go, and how should they prepare for an upcoming procedure? Getting on the “Same Page” means that you and that patient have a common understanding of what needs to happen next and when.

Many local governments are trying to change their cultures to be more flexible, more customer service-oriented, more high-tech while maintaining high-touch. So their employees may have to change behaviors and mindsets; they have to understand their greater purpose beyond the policies and procedures, and beyond the codes and ordinances. The leaders must get everybody on the “Same Page” about the reason government exists and the important role that customer service plays in serving the community.

In one-on-one personal conversations, the phrase “Same Page” suggests that all parties understand the situation, the goals, the next steps, and timeframes. This leads to well-understood expectations, work more likely done right the first time, and clearer communications.

In more strategic discussions, the phrase “Same Page” suggests that everyone in the organization understands what they’re here to do, and everyone understands their role in moving toward objectives, goals, and vision.

Communicate more clearly with others. Ensure that conversations don’t end before you’re on the Same Page.


A Customer Service Life – from Utilities to Consulting and Politics

Posted on March 14, 2013 in Business Advice, Government 1 Comment

Is it easier to deliver great customer service in a private industry than in a public or governmental organization? Yes, because customers of a federal, state, or local municipality don’t have a choice; there’s no competition, and therefore customer service at governmental organizations suffer. Or…No, because all private businesses care about is new sales and marketing, and they don’t truly care about customer service – they view it as purely a cost center.

So who’s right – the Yes crowd or the No crowd?

The real answer is that it’s easier to deliver great customer service if you have leaders who care about customer service – regardless of whether the organization is private or public.

Mayor Terry Sinnott is recognized in the article Meet your Del Mar mayor: Sinnott uses customer service strategies to better Del Mar for his success at San Diego Gas & Electric, as a customer service consultant, and as Mayor. When asked about his philosophies, Sinnott stated “Real effective customer service is based on learning, and you have to interact with customers to learn what they are experiencing and what’s positive and negative, and from that information you can develop new skills and strategies to make it better,”

He continued “The challenge is to figure out the strategy, set goals and help the organization understand the idea and know how to implement it,” he said. “Similarly, issues or ideas presented on the City Council must be represented to the community as best as possible.”

So the crux of these key points is that leaders need to listen to improve, and a big part of listening is asking the questions of all key stakeholder groups and using it to strategize. We’re not asking and reacting, constantly changing based on what fire or hot button issue is present. Instead, we’re asking, learning, strategizing, and implementing improvements for the long-term.

There are many nuggets in this article. Check it out, and make continuous improvement a planning-oriented part of your long strategy for success – whether you operate in the private or public world.

Want more nuggets? Check out:


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