The Phone Lady's Blog

customer relationship management
This past week contained a disappointment – for myself and others. What occurred was surprising and frustrating. Like a tightened knot I was convinced I could untie, I kept revisiting the situation, obsessing. This is always a sign that there’s a lesson to be learned. … Read more
Both making and taking phone calls require skills. Whether you are managing a team responsible for these tasks, or you’re coaching yourself, you need to be able to distinguish between phone phobia/fear and phone anxiety. According to Harvard Health Publishing, a phobia is a persistent, … Read more
One of the things that has increased steadily over my 16 years as The Phone Lady is requests for skills on communicating with an upset client/customer. There are numerous reasons why these skills are more in demand. One is, as a society, we are still … Read more
Whether I’m working with a team on customer service or sales skills, our conversation inevitably includes a discussion about how and why everyone seems to be more irritated these days. There are lots of reasons – the economy, world politics, the environment – to name … Read more
The skills and actions involved in creating excellent customer service are many and varied. Achieving all of them, even half of them, with every staff member, especially in a large corporation, demands constant vigilance and commitment. Fortunately, the foundation of customer service is easy and … Read more
Omnichannel is a word that irritates me. I hear it as industry speak, jargon, a made-up word. And all of this is true. However, it doesn’t take away from the importance and value of understanding and acting on omnichannel communication to create customer service excellence. … Read more
Creating excellence demands that we explore expectations – our own and those of our prospects, clients and customers. We come to every conversation and meeting with some level of expectation. Recognizing this – and setting these aside – is a life-long, necessary practice. Without this … Read more
Expectations are ever-present. From the moment we begin each day, we bring our own expectations to each experience and task. Even as I write this, I am influenced by my expectation that it will be completed within the hour. Our prospects and clients also have … Read more
Inspiring the trust of others is not a small task. It’s something quite … monumental, that moment when another human being gifts you their trust. Trust is essential to the successful growth and longevity of our businesses and yet most of us don’t give this … Read more
As our computers and telephones have merged and landed in our hands instead of on a desk, an unintended consequence has surfaced. We are tapping and scrolling and writing and reading more than we are talking. This means there’s a lot of “communication” happening but … Read more
Empathy is not only the champion of storyfinding but also the no-fail creator of trust, loyalty and clear communication. Why? Because recognizing and honouring the emotional content of any situation allows us to provide solutions that go far beyond the surface problems or challenges. Empathy … Read more
It happens to all of us. We finish a conversation with a client and feel, well, unaccomplished. Perhaps the next steps aren’t clearly agreed upon. Or important items are completely forgotten and another conversation needs to be booked. It doesn’t have to be this way. … Read more
It is a whole new world when it comes to customer service. The pandemic has given every business a myriad of things to think about, implement and change in order to keep both staff and customers safe. It’s a huge responsibility. Despite all of this, … Read more
Reopening is not a return to things as they were earlier this year. We remain a world impacted by COVID-19. Yet this past week, several colleagues shared stories with me of their clients’ high expectations. There was someone who was surprised by a wait of … Read more
There’s a long-standing bit of etiquette that’s often overlooked today. I do understand why. Our schedules are jam-packed and our deadlines seem to multiply daily. We book meetings on the hour and if one happens to run a bit late, there’s a domino effect that … Read more
Almost every small business owner I’ve worked with starts out keeping track of prospects using a spreadsheet. They carefully choose and set up the columns. Then they add to it weekly, sometimes daily, listing all the people they’ve spoken to and a bit of information … Read more
For the past few years, due to my husband’s journey with Alzheimer’s, I’ve been assisting him with his duties as Power of Attorney (POA) for his mom, who also has dementia and now lives in a nursing home. We have almost completed transferring this POA … Read more
This week’s post is from Rosanne Burke, a dementia care consultant, trainer and speaker. She offers dementia training workshops for business owners who want to learn how to make their business dementia-friendly and helps family caregivers feel more confident and competent by creating a personalized … Read more
I had two thoughts collide in my head on Thursday morning and the result is this blog post. The first thought, familiar to all bloggers, was, “Oh my gosh, it’s the weekend again already – and not just the weekend but the Canada Day long … Read more
As many of you know, I recently dove into creating online courses. This has involved a massive learning curve – well, less a curve than a continual roller coaster (and I’m not a fan of roller coasters). The process could have been shorter – and … Read more
A bank teller wants to do more for the customer who suddenly requests all their funds but is confused and forgetful throughout the transaction. A dentist wonders what she can do for a long-time patient who struggles to pay their bills because they can’t remember … Read more
My post of March 10 created feedback and debate, not only here on my website but on social platforms. Similar to most creators of a regular blog, I was thrilled this happened. Not only that, I learned a lot from the ensuing discussion that will … Read more
Sara Moginot is a customer service aficionado, a regular reader of this blog … and the author of this article. While walking along the beach one afternoon, I watched my big red dog dart in and out of the waves. Groot brings zest to everything he … Read more
There’s no doubt that it’s great to make a sale. Tons of work and effort go into the moment when a prospect finally becomes a paying customer, so it’s definitely something to celebrate but … what comes next? Do you know? Does it bring value … Read more
Sara Moginot is a customer service aficionado, a regular reader of this blog … and the author of this article. From sarcasm to bullying, incivility in the workplace reduces productivity, lowers morale and increases employee stress levels. Whether we are a victim or a witness, there’s … Read more
Sara Moginot is a customer service aficionado and a regular reader of this blog. She recently had a “light bulb moment” while enjoying an outdoor adventure with her dog … something that’s valuable for all of us to consider when our phone rings. What did … Read more
On Monday afternoon at 1:20 pm, driving back to my office from a workshop in Truro, I was rear-ended at a stop light. (It’s important to say here that I’m fine. The car is undergoing repairs until early February, but I’m perfectly fine.) The next … Read more
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