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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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It’s Decision Time. What are you going to do? – 6/11/19

Posted on June 11, 2019 in Customer Service Tip of the Week Please leave a comment

Serving others is tough. Whether it’s dealing with an irate customer, having to field the same question from the 100th different customer this month, or keeping 10 plates spinning while still smiling in front of the client, it’s hard.

You want to do a great job, and you’re constantly put into a position to make decisions. Those decisions lead us down Path A or Path B. Those decisions make our life easier or harder. Those decisions help the bottom line or hurt the bottom line. And those decisions make the customer happy or upset.

What makes those decisions so hard is that one decision might help the bottom line but make the customer upset. Another decision might make your life harder but make the customer happy.

I’m not in your shoes, so I cannot tell you what decision to make. Each one of you makes hundreds of decisions each week at work and in your personal life. Neither you nor I can anticipate every situation that you’ll be presented with or every question you’ll have to consider.

But what will make your work-related decisions easier is to at least have a starting point. Even before you’re presented with a situation, know and document the principles that will guide your decision-making.

Here are some key principles to consider in your decision-making processes if your job is customer service related: Be ethical. Do what’s best for the customer now. Do what helps the organization long-term.

These might seem short and simple, but it’s amazing how the appropriate decision becomes much clearer if each alternative is tested against these principles.

What principles guide your decision-making at work? Know them, write them down, and remember them.

The next time you make a decision, let your principles be your guide.

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Choose Positivity – 1/2/18

Posted on January 2, 2018 in Customer Service Tip of the Week Please leave a comment


I had the opportunity to conduct employee focus groups and facilitate staff conversations for two different clients recently, and there was a common theme among all the groups. It’s intuitive, it’s understandable, but I was still surprised to hear the sentiment.

Employees consistently said they wanted to work in a more positive environment. Most of us would think that it’s intuitive that that’s what employees desire. Most would think it’s understandable that staff would share those perspectives. But I was somewhat surprised to hear it. Why?

Because, I sometimes have trouble understanding why people or organizations would consistently be negative, or why they would avoid sharing positives, or why their only form of motivation was criticism.

When people work 40 hours, 60+ hours a week, would they prefer to spend those 8/10/12 hours a day around others who are positive or negative? Would they prefer to be in an environment where they are appreciated? Would they prefer to have a reward for a great job or only punishment for a bad job?

I know that many are motivated to avoid the negative, or to avoid punishment, or not to get marked down or written up. But when you think of a healthy work environment, one where people’s values align to those of the organization, one where people WANT to go above and beyond – you are envisioning more positive organizations.

This is not a Tip just for managers; this is a Tip for you and me – everybody. People want positive reinforcement more than negative. They want optimism more than pessimism. They want “Let’s hope it works” rather than “I doubt it will.”

I’m not saying that we ignore the bad or should all be Pollyannas. What I am saying is that we have a choice in how we respond. We have a choice on what outlook we’ll take about a situation. We have a choice about how we engage others. We have a choice about whether we convey appreciation or just think it. And we have a choice about whether we look for ways to build up a co-worker or team, or we only look for ways to criticize.

When you make a choice, choose positivity.

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Do They Feel That You Care? – 2/28/17

Posted on February 28, 2017 in Customer Service Tip of the Week Please leave a comment


Let’s first start by stating the obvious – you can’t control how others feel. Many of us have trouble at times controlling (or even understanding) our OWN feelings.

So what’s up with the title of this Tip of the Week?

I was watching a video created by one of my clients, highlighting a staff person known for her great customer service.

One of her points was telling. A goal she has in every interaction with anyone (customer, co-worker, vendor – anyone) is that they feel that she cares.

She is answering their question. She’s researching their bill. She’s addressing their complaint. Maybe she’s briefly chatting with them in the hallway. She could be in a meeting with them. Possibly she’s the presenter at the meeting.

No matter what she’s doing – she consciously thinks “I want this person to feel that I care.” WOW!

She knowingly can’t control their feelings, but she has a desire for people to feel that she cares.

I do something similar that I’ve written about previously; while I’m speaking to someone, I often think to myself “this is the most important person in the world to me at this moment.”

It’s amazing what that conscious thought does naturally to your level of patience, your focus, your eyes and expressions, the words you decide to use, and the tone of voice that comes through your lips. But I’m not consistent like this person. She’s an all-the-time person.

Why does she try to do this 100% of the time? Maybe she figures that if she tries 100% of the time, she may succeed 80% – and that’s pretty awesome! Maybe she does it because it aligns to her personal values. Maybe she wants to feel cared for, and this is her way of providing what she wants to receive. Maybe she wants to make the (working) world a little better place.

Whatever her reason, let’s try it ourselves. No matter what action you’re taking with or for someone else, tell yourself “I want this person to feel that I care.”

See if it changes the dynamic of the conversation. See if it changes THEIR attitude. See if it changes YOUR day.

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