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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

Prep Enough to Personalize - 4/15/25


Everybody loves Howie.  He is an account rep for the local air conditioning and heating company.  When I say Everybody loves Howie, I’m definitely talking about the customers.  His co-workers love him too, but customers are especially fond of him.  They seem to really enjoy their conversations with him, Read more

Get Your Customers to Brag, Not Bolt - 4/8/25


Here are two customer retention concepts that we discuss with some sports clients: BIRG and CORF.  BIRG is Basking In Reflected Glory.  CORF is Cutting Off Reflected Failure. You want BIRG.  You want the customers feeling so good about your organization that they want to be a part of your Read more

Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

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Are you the Output or the Input? – 6/25/19

Posted on June 25, 2019 in Customer Service Tip of the Week Please leave a comment

You’re the output and the input. Sorry to put it into such technical/industrial engineering terminology. But in a service system, we all have some role as a part of the process.

First, we receive the output. Somebody has a customer that they direct to us, so that handoff is from them to us. We received the output. They complete a form, and they routed it to us. They have a complaint, and they send it to us. They make a sale, and they give the account to us. In this part of the process, we receive the output.

But we also provide the input. We take that difficult customer and sometimes escalate them to another person or area. We take that client, and we refer them to a premium services division for upselling. We work through our part of the process, and we hand off the information to the person managing the next step.

So, we receive the output, and we provide the input. As part of the process, we definitely benefit by making the process better. When we receive output that has questions or quality concerns or is not timely, particularly when this happens with some regularity, we can improve the process by professionally pointing out the problems; when we point out the problems, we should try to suggest solutions as well.

In terms of us playing the input role, we should seek the same information just recommended for you to provide to others. Contact co-workers who receive our input, and ask about our timeliness, quality, and completeness. Ask them what works well. Ask them for solutions to concerns.

If we want to deliver great customer service, we need to understand our role in the process.

Be of value to your teammates – whether you receive the output or provide the input.

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Light Up the Room – 7/3/18

Posted on July 3, 2018 in Customer Service Tip of the Week Please leave a comment


Maybe you are one of those people. Maybe you work with or are friends with one of those people. You know the kind of person I’m referring to; it’s the person who lights up the room. Literally, the positivity, the tone of the conversation, and the energy of the room become more vibrant, more pleasant, more fun, and more enjoyable.

The people who light up the room make the environment better, and seemingly any topic or conversation or point of debate is seen through different, more positive and open lenses.

Whether we’re trying to be a good team player with our co-workers or trying to address the customer’s issues, needs, or goals, so much of how well we do is dependent on whether or not we are someone who turns up the wattage.

The people who light up the room seem to have certain traits and behaviors. They smile more. They tend to move more. They GO TO people as opposed to expecting people to go to them. They seem to connect with others and connect people with others. They’re looking around the room, not operating with blinders on; yet they somehow make each person feel exceptionally important. People who light up the room know how to use their body language to convey openness and interest. Their arms move and rarely stay folded. They ask and inquire. They convey appreciation and say thanks.

If you want to be a great team member or provide great customer service, think about the environment that you are creating for those around you. Think about the impact that you have on the tone of the conversation.

Think about how you can light up the room.

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Of Ross, Unagi, and the Attacking Customer – 6/19/18

Posted on June 19, 2018 in Customer Service Tip of the Week Please leave a comment


If you’ve ever watched the TV sitcom called Friends, you may remember that one of the characters was named Ross. In one episode, he is trying to educate some of his female friends (who just took a self-defense course) on a concept he calls Unagi. Basically, to Ross, this is a concept that would help him anticipate when he was about to be attacked. Once attacked, then he could use his karate. Of course, Ross got his terms confused; he should have said Zanshin; instead he used Unagi – a Japanese word for freshwater eel.

Ross also wasn’t particularly good at Unagi or karate, as later in the episode his Friends “attacked” him when his Unagi failed, and they got him in a submission hold.

In the world of customer service, it would be great if we had Unagi. It would be great if we had some kind of a radar that could anticipate that customer who is going to attack us or bully us into getting what they want.

Unfortunately, for the most part, Unagi does not exist. However, these are 3 different tactics to consider when you’re faced with a customer potentially trying to bully his way to a particular outcome:

Restrain – Hold back on the urge to verbally fight back with personal attacks against the customer, blaming them for things that have happened in the situation. Once we heighten our emotional level and try to match theirs, usually we’re going to end up having a situation get even worse. Restrain a little bit instead of reacting with defensiveness and our own personal feelings.

Redirect – Consider ways to get the conversation away from the personal attack and away from their solutions to focus more on a scenario where you are redirecting the conversation by asking questions. You’re trying to learn details. You’re trying to understand specifics, and all the while by asking your questions you’re not only getting the conversation to focus on what you want to focus on, but you’re also taking control of the conversation.

Recuse – At some point, the conversation gets too heated; it’s too personal; you may need to recuse yourself from the conversation. This does not mean to ignore the customer and the issue. What it does mean is that sometimes it’s best to bring in a co-worker, bring in a supervisor, bring in somebody else and recuse yourself from the situation. Oftentimes that mere pause for the handoff can deescalate the emotions. By bringing in someone else, it gets the focus off of you and the dynamics with you and the customer. Sometimes the customer feels they’re making progress through a resolution process by viewing the next person (especially if you position the handoff this way) as a key next step in the process.

Why you might not have Unagi, find ways to restrain, redirect, and – if necessary – recuse yourself when you’re dealing with the attacking customer.

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