A restaurateur recently approached me and asked, “How can I fake that I know a customer’s name? I have a thousand regulars in my restaurant each week and can’t possibly remember all of their names.”

She was asking the wrong question. Any objective that involves faking out customers (or any form of deception) is destined to fail. Why not make a sincere effort to learn customers’ names instead?

I recognize that remembering names is not always easy. I’ll be the first to admit that I often forget a name just seconds after hearing it—especially if I’m being introduced to a group of people. Recalling names takes real effort and, for many of us, if we’re not intentional about it, we’ll miss opportunities to greet others by name.

We already know that people love hearing the sound of their own name. And when they are greeted by name, especially in a setting where they are customers, this affirms their importance as customers—and the value they bring to the business through personal spending, referrals, and loyalty.

My response to the restaurateur was this: “Rather than mislead customers by faking that you know their names, why not make the effort instead to learn them?”

I then shared with her some advice I had given to my 10-year-old son, Cole, while he was attending a tennis camp with a dozen or so peers after school. On the drive home from camp one evening, I asked Cole the name of the boy he’d been hitting with during the final drill. To my surprise, he had no idea what the boy’s name was.

When I reminded Cole that learning and using others’ names conveys respect and affirms their personal importance, he complained that there were a lot of kids and that learning all their names would be difficult.

So, together, we devised some strategies that he could use to help remember the names of all the other players at camp. We started with the names of players he already knew. There were two: Paris and Rachel. (Mmm…)

I asked him to describe Paris and he said she was tall. Then I asked him what came to mind when he thought of the name “Paris.” He said, “Paris, France.”

Next, I asked him if there was anything tall in Paris, France. He said, “The Eiffel Tower.”

Then Cole said, “I get it! To help remember her name, I will think of the Eiffel Tower in Paris, France.”

Exactly! (I mentioned that this is an example of a mnemonic—or memory aid—but Cole was already thinking of a way to help remember Rachel’s name…)

Cole said, “When I see Rachel again, I’ll remember that her name is the same as my cousin Rachel in Sioux Falls!”

“That’s great Cole!” I said, “You’re using an association you’re very familiar with to help remember the name of someone you’ve recently met.”

The last suggestion I gave to Cole was to repeat the name of the person he was meeting several times during the initial introduction. For example: “Rachel? I have a cousin named Rachel. My name is Cole. Nice to meet you Rachel!”

There is no easy way to remember the names of all your customers. It takes genuine effort. But it is possible to facilitate learning names by using mnemonics (e.g., Paris is tall like the Eiffel Tower in Paris, France.), associations (e.g., Rachel has the same name as my cousin Rachel.), and repetition (i.e., Try to use the name three times during your initial introduction.).

Invest the time and effort to learn customers’ names and if you draw a blank, don’t try to fake it—be honest. Chances are that your customer may not readily recall your name either. This re-introduction will give you both a chance to reinforce each other’s names while strengthening the relationship.

How about you? What techniques help you to remember names?

It is widely acknowledged that the number one reason customers quit doing business with a company is due to perceived indifference towards them as customers.

When I ask audiences to describe what it feels like to be treated indifferently, I receive responses such as, “I feel unimportant” and “I feel as if I don’t matter.”

Customers are important and customers do matter.

If indifferent treatment is the number one problem, then it reasons that it’s also the number one opportunity.

Years ago, I read The Pursuit of Wow!, an influential book by Tom Peters. In it, he makes the following comparison between bookstore salespersons, Joe Doaks and Jane Blivens:

A customer comes to Joe’s register to check out. “Hey, I saw the book Ike and Monty: Generals at War on your shelf,” he says. “I’m reading it. It’s really great.” Joe looks at him glassily, keeps working the register, and mutters, “Uh huh” in a total and final acknowledgment.

Jane Blivens is at the register. Same customer. Same line, Ike and Monty, etc. Jane responds, “That’s great. What did you like about it?” The customer gives a 45-second description, completes the transaction, and leaves.

What has Jane done? She’s lit up the customer by paying attention.

Peters concludes: “This story is aimed at retailers (hire the Jane clones, fire the Joe look-alikes; encourage clerks to be chatty, not officious, distracted automatons). And aimed at could-be Joes and could-be Janes: Regardless of the company rules and regulations, you have enormous power, on your own, to grow—or shrivel.”

Frontline employees have a choice: Treat customers indifferently or, as Peters suggests, light them up by paying attention to them.

Opportunity is knocking during every interaction you have with customers. Don’t shrivel in their presence! Make the choice to treat customers differently—as important partners in your business who matter a great deal—and marvel as you and your business grow!

Besides paying attention to them, what are some other ways to treat customers differently?

I recently received a review copy of The Energy Bus by Jon Gordon. It was a quick read consisting of 34 short chapters—some of which were only two pages long.

The book relates a fictional story about George, a mid-level manager whose work and family life was in disarray before meeting a wise bus driver named Joy who, with the help of a busload of loyal passengers on Bus #11, shares 10 Rules For The Ride of Your Life.

There are many business books out there that read like textbooks—filled with jargon, research, references, charts and graphs. These are the books that are often started but seldom finished. Gordon’s book is different.  He uses plain language and characters that are regular folks to impart simple lessons that other authors take 300 pages to explain.

And unlike some books that have used a similar storytelling format, Gordon’s book addresses some difficult real-life work situations head-on. For instance, how to deal with employees who are negative, insubordinate, or choose not to support the organization’s standards or mission.

The final chapter provides a recap of the 10 Rules followed by a summarized action plan and web-based resources at www.theenergybus.com to further reinforce the lessons.

The Energy Bus also supports several points about exceptional customer service that I often make during my own presentations:

• It’s an employee’s highest priority.
• It’s voluntary and requires a deliberate choice by the service provider.
• Conveying authentic enthusiasm enhances the customer’s experience.
• Customers do not remember their interactions with us. Rather they recall moments during those interactions.

Whether you are looking to improve your performance in the area of leadership, communication, accountability, personal energy, or customer service, this book can help. Get on the bus! Check out Gordon’s book and refuel your life, work, and team with positive energy!

The New Year is upon us. Bus #11 is pulling up now. Are you ready to board?

The Greek philosopher, Plato, said, “Be kind, for everyone you meet is fighting a hard battle.”

It’s true. No one is excluded from life’s challenges—whether these setbacks involve health, relationships, money, or some other dimension of our lives.

There’s a tendency to see our own situation as unique—as if no one else is dealing with the same stuff we’re dealing with. And that’s partly true. Each of our situations is singular in terms of the particular struggles we face day-to-day.

So, while our situations may differ in that your battle looks different than my battle, the fact remains that we’re both fighting hard battles…

I’ve found that from a customer service perspective, whether serving a coworker or paying customer, when I remember that everyone I meet (regardless of appearances) is fighting his or her own unique battle, I’m reminded to:

• Smile
• Make eye contact
• Listen
• Be patient
• Be tolerant
• Be understanding
• Be forgiving
• Be respectful

And I’m also reminded, as Plato advised, to be kind.

This post is the tenth in a series that has identified 10 different obstacles that have emerged from my analysis of customer satisfaction data. Perhaps you have encountered one or more of these obstacles in your own business? The tenth obstacle is missed opportunities.

Two years ago, I wrote a blog post titled Missed opportunities. I considered repurposing the content for this post but decided against it. While thinking about the topic, it occurred to me that missed opportunities include failure to provide both expected service (such as those examples found in the above post) as well as unexpected service.

Capitalizing on opportunities to provide unexpected service may actually leave a greater lasting positive impression than providing service the customer already expects.

Last month, my wife and I joined another couple for dinner at Mizuna in Denver. While taking our drink orders, the waiter, Jimmy, noticed my wife’s struggle to recall her preferred martini order. So he patiently walked her through her options: Gin or vodka? Dirty or not? Up or on the rocks? Olives or a lemon twist? Shaken or stirred?

Once her ideal martini order was sorted out, he took the remaining drink orders and left to retrieve the cocktails. When he returned to our table a few minutes later, he provided my wife with a simple “cheat sheet” that captured all of her preferences to simplify future martini orders. Brilliant!

What impressed me the most about Jimmy’s gesture was that it was completely unexpected. While I expected him to return to the table within a reasonable amount of time with accurate drink orders, I did not expect him to record a “cheat sheet” listing my wife’s preferred martini order.

Another thing that struck me was that Jimmy’s actions were voluntary. While accepting drink orders and delivering them to restaurant guests is a mandatory aspect of a waiter’s job role, taking a minute to create a customized “cheat sheet” for a guest is voluntary.

Lastly, while Jimmy gets paid to take and serve drink orders, his decision to jot down Julie’s martini order cost his employer nothing. And although this gesture was free, it made more of an impression than anything he was paid to do that night.

How about you? What could you do today (that would be unexpected, voluntary, and free) to capitalize on the many opportunities you have to create lasting positive impressions for your customers?

The other night as my children gathered at the kitchen table for Brownies a la Mode, my daughter, Kennedy, became upset at her older brother for teasing her about something and began to cry.

My wife tried to console her but she continued to cry.

I then said to Kennedy, “Ice cream makes you thirsty. Would you like a glass of milk or water with your dessert?”

Through her tears, she muttered, “Water.”

Next, I asked her, “Kennedy, since you have a brownie and a scoop of ice cream, would you like a spoon or a fork?”

She thought for a moment, caught her breath, and replied, “A spoon.”

Then I asked her, “Do you want a big spoon or a little spoon?”

By now she had collected herself, wiped away the last of her tears, and answered, “A big spoon please.”

It occurred to me that the tactic I’d used with Kennedy was the same one I’d been trained to perform when confronted by an angry guest when I worked in the hotel industry:

Neutralize the guest’s emotion by invoking logic, details, and facts.

You may recall that “right brain” functions include feelings and emotions, while “left brain” functions include logic, details, and facts. What you may be unaware of is that our conscious mind can only focus on information from one side of the brain at a time.

This creates the opportunity for us to neutralize others’ emotions (right brain) by asking questions that require logical, fact-based answers (left brain).

For example, if a hotel guest was upset about a charge that appeared on his account, I would ask him fact-based questions pertaining to the charge such as: his room number; the date of charge; the amount of charge; a description of charge; etc.

It is amazing how consistently customers will soften before your eyes as you, with a genuine intent to resolve their concerns, pose a series of questions that require them to focus on information from the “left brain.”

On many occasions, by the time I posed the last question, guests would apologize for their initial behavior saying something like, “Listen, I know it’s not your fault. I’m sorry I took it out on you. Thanks for letting me vent.”

So the next time you’re faced with an inconsolable child or an angry customer (or an angry customer who’s behaving like an inconsolable child), don’t panic.

Just remember that our conscious mind can only focus on information from one side of the brain at a time—and when we’re yelling and screaming, it’s the right side. Be intentional about offsetting an emotional response (right brain) by engaging logical reasoning (left brain).

The best way to accomplish this is to question their anger—that is, pose questions that will elicit facts, restore calm, and, ultimately, make everything “all better.”

This post is the ninth in a series that will identify 10 different obstacles that have emerged from my analysis of customer satisfaction data. Maybe you will have encountered one or more of these obstacles in your own business? The ninth obstacle is deception.

Deception encompasses everything from the fine print used to mask hidden fees and other undesirable terms and conditions, to bait-and-switch marketing tactics that entice consumers with an attractive offer before substituting a costlier product or service.

Just last night, I stopped by my local King Soopers supermarket to pick up some essentials. Over the store intercom, I heard a woman’s voice:

“Attention shoppers: We will be giving away free merchandise at the red and black counter near Customer Service at the front of the store. This is the last announcement you will here. If you want free merchandise, please go right now to the red and black counter near Customer Service at the front of the store!”

Free merchandise? It sounded too good to be true. I’d been shopping at this particular King Soopers for more than 10 years and, with the exception of an occasional in-store taste sampling, had never heard of a promotion like this before. Intrigued, I made my way to the front of the store.

By the time I arrived, a small crowd had gathered in front of the red and black counter to receive free merchandise as instructed by the announcement.

Just then, a woman emerged from behind the counter and asked the crowd to squeeze in close so more people could fit around her booth. The woman was very animated. She held up an apple, asking the crowd to shout “Apple!” as she positioned the fruit to be sliced, diced, and pureed with her amazing food processor—for only $29.95!

A minute into her spiel it was evident that, in order to receive a free set of steak knives, you had to subject yourself to a protracted product demonstration replete with awkward humor and contrived attempts to involve the audience.

About this time, customers began to reconsider the sensational offer and resumed their shopping. I didn’t take a poll but I bet many of those customers felt duped by the original intercom announcement promising free merchandise.

In King Soopers’ defense, although it sells groceries, it is largely a marketing company that competes for the attention (and spending) of consumers in a noisy and competitive marketplace. Sometimes, it may seem necessary to make an outrageous claim simply to command the fleeting attention of prospective customers. And if some consumers feel duped, well, that’s just business…

But then there are companies like L.L.Bean. Although L.L.Bean is a retail company specializing in clothing and outdoor recreation equipment, it too is largely a marketing company with a significant mail-order, online, and retail presence around the world.

For those who are unfamiliar with L.L.Bean, it ranks among the top retailers in the world in customer satisfaction. And it’s the type of company that one would never associate with deceptive marketing practices. Instead, L.L.Bean relies on the honesty of its people and the integrity of its products.

If a representative says a product will arrive within two days, then you can take that delivery date to the bank. If the catalogue claims that all products are guaranteed to give 100% satisfaction in every way, you can count on it. There’s no need to look for a disclaimer or fine print that shields L.L.Bean from responsibility.

Unless you’re a magician, deception is bad for business. Commit to honesty, openness, and candor in all your customer dealings.

Gimmicks are fine—just not at the expense of customers’ trust. Besides, your customers probably have all the steak knives they really need.

I welcome all questions, comments, bouquets and brickbats.

Have you ever been treated to a fine dining experience where the host hands you the wine list saying, “Why don’t you select the wine. Remember, it’s my treat.”

As you scan the wine list, a bottle of Far Niente Cabernet Sauvignon catches your eye but at $200 a bottle, you continue to scan down the list until you find a wine that’s priced more modestly. After all, you don’t want to appear to be taking advantage of your host’s generosity.

When the wine arrives, your host and other dinner guests will no doubt compliment your selection but you’ll be thinking of that Far Niente as you prepare to taste your second (or seventh…) choice.

Last week, I received a holiday catalogue from Tiffany & Co. The catalogue, as you might expect, contained many images of fashionable models wearing attractive Tiffany & Co. jewelry and accessories.

But what you might not expect is that the catalogue contained no prices. Instead, Tiffany & Co. included a separate, detached price list enabling ladies to peruse the catalogue and select their preferred merchandise—without censoring their favorite pieces due to price.

This also allows buyers to conceal the prices paid for gifts—providing discretion while ensuring their sweetheart doesn’t have to settle for her second (or seventh…) choice. Brilliant.

In his book, Customer Centricity: What It Is, What It Isn’t, and Why It Matters, Peter Fader, Professor of Marketing at the Wharton School of the University of Pennsylvania, defines customer centricity as “a strategy to fundamentally align a company’s products and services with the wants and needs of its most valuable customers.”

While reading the book, I was reminded of the Aristotle quote: “There is nothing so unequal as the equal treatment of unequals.”

This is a slippery slope in customer service because, when taken to extremes, it appears to be prejudicial service, where one customer is prematurely judged as less valuable or important than another customer. (Think about the scene in Pretty Woman when Vivian, played by Julia Roberts, was snubbed by saleswomen based on her immodest appearance while shopping at an upscale boutique along Rodeo Drive.) And, of course, this is wrong.

That said, there are many who will say that all customers should be treated equally. I’d like to make a distinction here between the terms equally and equity:

• Equally means having the same value as another.
• Equity means the state, quality, or ideal of being just, impartial, and fair.

Equally means 50:50. Equity might mean 60:40 or some other unequal ratio—based on what each party needs and deserves.

I have four children. The three oldest receive allowance but their allowance is not equal. The financial needs of my 5^th Grader differ from those of his 1^st Grade sister and their individual allowances reflect that difference. Their allowance is not equal but it is equitable.

In the same way, customers who have flown 100,000 miles with an airline and achieved elite status in its frequent flyer program deserve to board the airplane ahead of those passengers who fly less often. And retail customers with a history of significant spending deserve to be notified of sales before the general public in order to preview the best selection of sale merchandise. These perks may not be spread equally among the customer base but they are distributed equitably.

I agree with Fader’s assertion that “the customer” (a generic term used to represent every customer in a company’s customer base) does not exist because every customer is different. According to Fader, “You must not only accept but celebrate the idea of customer heterogeneity (or uniqueness). By putting forth the effort to better understand the habits, tendencies, and value of each and every one of your customers, you can build better, stronger, and more profitable companies.”

So gather as much intelligence as you can about your company’s very best customers and then look for opportunities to recognize and delight them.

Doing so will reinforce their personal importance (not their importance as people—that’s equality—but their importance as customers) while recognizing the value they bring to the business through personal spending, loyalty and referrals.

I welcome all questions, comments, bouquets and brickbats.

This post is the eighth in a series that will identify 10 different customer service obstacles that have emerged from my analysis of customer satisfaction data. Maybe you will have encountered one or more of these obstacles in your own business? The eighth obstacle is a lack of confidence in the service provider.

Can you think of a time when two or more employees were available to serve you and you made a conscious choice to work with one employee over another? What led to that decision? Was it his appearance? Was he smiling and attentive?

Chances are that your selection was influenced by the confidence you had in that particular employee’s ability to accurately answer your question, efficiently complete a transaction, or capably respond to some other need.

Whether face-to-face or over the telephone, customers are adept at detecting clues that either reinforce or undermine the confidence they have in an employee and the brand he or she represents.

Recently, I emailed a printing job to my local OfficeMax. In the message, I included a request to be contacted regarding pricing and an estimated completion time.

A couple of hours later, since I had yet to hear back, I phoned the store to follow up:

Me: “Hello. I’m just calling to follow up on a job that I emailed to your print services department. Is someone from that area available?”

Employee: “No. They’ve all left for the day.” (Avoid saying “no” to customers. An alternative might have been, “I’m sorry. Our print services staff has left for the day. Is there something I may be able to help you with?”)

Immediate access to current information bolsters confidence. Many businesses could learn from the example of Apple Stores and cross-utilize staff. There’s no reason why a store employee cannot access the print services department’s computer and determine a job’s status in the four hours that remain between the closing of print services and the closing of the store. In fact, store hours don’t even need to be a factor. FedEx Office offers its customers 24-hour online access to print job submission, proofing, payment, and shipping/delivery with real-time status updates.

Me: “What time will someone from print services be in tomorrow morning?”

Employee: “Someone is usually in at 9:00 am. Why don’t you call back then?” (“Usually” does not instill confidence and, if it can be avoided, customers should not be asked to call back. The employee could have easily taken my name and number and passed it along to the incoming member of the print services department.)

The next morning (after not hearing back from anyone in print services), I placed another call:

Me: “Hello. I’m calling to check on a printing job. Is someone from that department in this morning?”

Employee: “Yes, but he’s with a customer.” (Avoid saying “but” to a customer. Whenever possible, substitute the conjunction “although” or “and” in place of “but” for a softer tone. Here’s how it might be worded: “Yes, although he’s with a customer at this time. May I take your name and number and ask him to return the call within the next 5 minutes?”)

Me: “Okay. I emailed a file that I need to have printed in order to pick up this morning. I requested to be contacted before running the job and haven’t heard back from anyone. Could you tell me, is it their practice to check messages first thing?”

Employee: “Typically.” (“Typically” does not convey confidence. It’s kind of like hearing “sort of”, “maybe”, “probably”, “I’ll try”, or “I think so.” There’s not much confidence associated with these types of responses.)

In the book Up The Loyalty Ladder by Murray Raphel, the author cites a nationwide survey of buyers across the United States who were asked the question, “Why do you buy where you buy?” (And no, the number one answer was not price.) The number one reason people buy where they buy is confidence. Confidence in the business—the people and the products/services offered.

People want to shop where they feel they will be taken care of, where the quality of the product is consistent, and where what’s promised is what’s delivered.

Are your front line service providers communicating the confidence your customers are looking for?