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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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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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When It’s Definitely Okay to Fail – 2/23/16 TOW

Posted on February 23, 2016 in Customer Service Tip of the Week Please leave a comment


Do you ever encourage failure? Do the leaders in your organization say “please fail?”

While rarely – if ever – should failure be the goal, fear of failure can lead to mediocrity. Avoiding the potential for failure can lead to inaction. And in a competitive world, it’s ironic that mediocrity and inaction eventually lead to that same failure that a company (or individual) is trying to avoid.

I heard a basketball coach recently mention that success in the game is built off many failures in the practices. In a business sense, success in serving a customer is often built off trial and error in a company’s “practice sessions.” A successful journey toward a goal often involves healthy conflict and creative ideas tossed aside for even better ideas.

It’s okay to fail in a company’s practice sessions. It’s okay to have healthy conflict and toss good ideas aside for better ideas.

Those failures are what make greater success possible.

What are your company’s practice sessions? Are they role-plays on customer situations? Is it user-testing of a new web portal? Is it piloting a new process or approach to serving customers?

What are your company’s idea-generation sessions? Are they robust enough that there’s conflict and deep, thought-provoking discussion? Are enough ideas being generated that the good can be set aside for the better, and the better tabled in favor of the best?

Identify in what you need to succeed as an organization. Then create opportunities to practice possible situations. Develop and debate ideas to move toward the best solution.

Create opportunities to fail so that you can move closer to success.

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Build Your Customer Service Energy – 12/29/15 TOW

Posted on December 29, 2015 in Customer Service Tip of the Week Please leave a comment


I am NOT a high energy person. It started late in college when my mom actually had me tested for anemia because I complained about being tired. First of all, I never knew there was such a test. Second, I learned it doesn’t pay to complain. I was hoping it was just a case of being a Senior in college and having a few too many late nights, but it turned out to be just who I was…and am.

Although I’m fairly laid-back, when I give a speech or facilitate a workshop on customer service, culture change, or client retention – participants invariably compliment me on my energy level.

But how can this be?

Maybe it’s adrenaline, but – even if it is – it’s adrenaline that comes from being with people I sincerely want to help, people whose questions and concepts make my synapses fire! It’s about engaging others in dialogue, in conversation – it’s about getting to know others to the point that you want to help them.

Maybe you’re not the highest energy person, and all the espresso and 5-hour ENERGY shots won’t help you sustain energy with customers. Instead, take a different approach.

View an interaction with a customer or co-worker as an opportunity to sincerely help someone. It’s an opportunity to engage with a unique and often very interesting person. It’s a situation where you’re having an intellectual discussion or personal conversation – it’s dialogue and engagement.

Each “Moment of Truth” is an opportunity for you to help others, learn a little more about the world, and share a little of yourself with the world.

Almost irrespective of the topic, each interaction is one of life’s little moments – and those little moments and the opportunities that they provide to engage others are energy-building opportunities.

Use the opportunity of the engagement to build your customer service energy.

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