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When You’re the Educator, What Should You Teach? - 1/21/25


The best customer service professionals are also excellent educators.  Not only within the organization, but I’m talking specifically about the role they play as educator with their customers.  With all the self-service options that technology provides, customers often have the opportunity to do things on their own, to investigate Read more

Wrap It Up Right: Why Follow-Up Communications WOW Customers - 1/14/25


Dena had some questions about her water bill, so she looked for answers on the utility’s website.  She didn’t find specific answers, and she really didn’t want to get on the phone with somebody at the time and risk staying on hold.  She had lots going on, but she Read more

From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

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Visualize Your Way to Success – 3/21/17

Posted on March 21, 2017 in Customer Service Tip of the Week Please leave a comment


Brandon was having a bad day. Well – technically it was not THAT bad. After all, the worst day spent golfing is better than the best day spent working, or so goes the old saying.

But Brandon could not hit anything well. His shots from the tee were okay, but whenever he put a short iron in his hand, he’d hit it fat. For those of you who aren’t golfers, that means that he would take a swing, and the ball would go only a few yards because he would dig a large chunk of earth out in the process – a half-foot long, 2 inch deep divot would go flying through the air.

It was late in the round, and on #15 Brandon hit his best drive of the day. He was only 100 yards from the hole – a chance for a birdie! Well, that’s what a normal person would visualize. But Brandon saw the small pond just in front of the green. So he took his wedge out of the bag for the short shot, got an extra ball out of his bag, and walked over to his ball to hit.

He got out the extra ball because all he could think about was hitting another fat shot, and he visualized the shot landing in the water. So – of course – he visualized having to hit another shot with the second ball.

What happened? Brandon hit a fat shot; the ball plunked right into the water; Brandon dropped the second ball, and he put the next shot right on the green.

With his first shot, Brandon had visualized failure, and failure ensued.

Many times in the world of customer service, we’re reacting and responding – we don’t know what we’re about to deal with, and it’s hard to have time to visualize. But often, we DO have time to visualize. We do have time to see how we want the conversation to flow, how we want the tone to be, how we want it to end positively.

In life, and golf, and customer service – we can visualize success or visualize failure – and whatever we visualize has a greater chance of happening.

Choose to visualize success.

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Don’t Carry the Baggage – 11/15/16

Posted on November 15, 2016 in Customer Service Tip of the Week Please leave a comment


It’s so easy to react in a certain way, and it’s so natural.

There’s a customer coming toward you – oh no, not THAT customer! Complain, complain, complain.

Fred – your co-worker from Sales – wants to meet with you – ugh. That will take 3 hours, you’ll get in 2 words, and you’ll have 17 To Do’s afterward – without a Thank You!

These are our feelings when we see certain people or know we’re going to encounter them. This is how we react when we see that name come up on caller ID. These are our thoughts when we think we know what is about to happen.

This is our baggage. These are our preconceived negative notions that we take into conversations because we’ve had bad experiences in the past or have heard negative things about an individual.

The problem with carrying this baggage with us into these interactions is that it can cause us to carry a negative attitude – seeking that which bugs us and focusing on what might go wrong. It can become a self-fulfilling prophecy.

You have a good chance of having the interaction you expect. So expect the conversation will go well. Expect success.

Sure, you only have control over half the conversation – what you say and how well you listen. You have no control over what they say or how well they listen – but control your half with good intention. Control your half with openness. Control your half with a positive attitude. Control your half with professionalism. Control your half with a vision of success.

I know that certain people you have to deal with at work elicit negative reactions. But don’t let that initial reaction taint your approach in your response.

Don’t Carry the Baggage.

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Make 5 Minute Presentations to Co-workers – 11/3/15 TOW

Posted on November 3, 2015 in Customer Service Tip of the Week Please leave a comment


My customer service consulting firm conducts many visioning workshops for clients. The workshops can address the Mission, Vision, Values, Core Beliefs, Statements of Desired Culture, and Definition of a GREAT Client Experience.

At the client’s request, two of this year’s Visioning workshops have incorporated something different and interesting. The Visioning work is necessary because these particular clients are growing, and with new staff and – at times – new functions, there is a lack of understanding that’s developing.

Who works in other divisions? What do they do as individuals? What do they do as a division? How do they impact me? How do I impact them?

Issues can arise because of a lack of understanding of others serving the same customer, others who are “my internal customer,” or those that “serve my department.” There’s miscommunication. There’s a customer being misdirected. There’s one department operating as normal without realizing they’re causing problems and customer complaints for another department.

As a part of these workshops, early on we have leaders of key departments or divisions make 5-minute presentations to others in the room. The presentation can be in any format and any level of formality desired – flexibility is offered to the presenter. However, the focus of the presentation has no flexibility. Every presentation has to answer this key question:

What does your division do for the customer?

If the presenter would like to present other information, they could provide information on services, functions, and/or benefits to the customer. Q&A follows, understanding of common customers and interrelationships are brought to light, and a movement toward a common vision can now begin.

It’s amazing what benefits can result in simple five minute presentations, Q&A, and seeing what everyone in the organization does framed around the customer.

Frame conversations around the customer. Make 5-minute presentations to co-workers.

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