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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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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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