customer relationship management

Long-Term Relationships Start with the First Conversation

By Mary Jane Copps | February 24, 2026

We can tell in seconds when a conversation – or an email – is about a transaction or about building a relationship. The transaction is quickly deleted, forgotten. But when someone is interested in us, fully present, asking thoughtful questions and listening to the answers, we drop our defensiveness. And … Read more

When Is Your Next Automation Audit?

By Mary Jane Copps | January 26, 2025

This past week, I spent the afternoon with a group of energetic business owners. We worked together to design each company’s approach to customer service. One of the reactions that resulted from our work was, as one participant put it, “I’m realizing I don’t know exactly what our clients are … Read more

Words That Value Your Clients

By Mary Jane Copps | November 1, 2024

Spotify became my music platform of choice several years ago. While I was hesitant at first, I have no regrets. Setting up our household account took a bit of time. I was delighted to find and put in our library the majority of the artists and albums that have created … Read more

8 Tips for Accounts Receivable

By Mary Jane Copps | February 11, 2024

I’m currently spending time with an extremely diligent coaching student. Having never received any formal sales training, she reacts to new information and skills by using them immediately. This is a lot of fun. Each week she arrives with great success stories and questions to ask. And she’s also using … Read more

Have You Been “Bulldozed” Lately?

By Mary Jane Copps | November 11, 2023

Since 2020 the requests I’ve received for customer service training have grown by over 50%. Why? The main reason is the same challenge that’s impacting most industries – too few people with the necessary skills to satisfy customer demand. When creating training experiences for these teams, I approach the work … Read more

How Are You Collaborating?

By Mary Jane Copps | October 28, 2023

This past week the word ‘collaboration’ has been on my mind. It applies to many of the challenges our world is facing today. Where I live, the provincial and municipal governments, which should be vibrant examples of partnership, are tragically miscommunicating about one of our most urgent problems – homelessness. … Read more

The Case of the Disappearing Workshop

By Mary Jane Copps | March 26, 2023

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. Uncovering it has resulted in … Read more

Coaching Tips for Phone Anxiety

By Mary Jane Copps | January 29, 2023

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, excessive, unrealistic fear of an … Read more

The Creation of the Cranky Customer

By Mary Jane Copps | November 19, 2022

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 working through the aftermath of … Read more

How to Banish Blame

By Mary Jane Copps | November 5, 2022

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 a few. These are things … Read more

Customer Service Tip #3 – The Power of Pleasant

By Mary Jane Copps | July 30, 2022

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 very straightforward. Its absence is … Read more

Customer Service Tip #2 – Stay Current and Audit Regularly

By Mary Jane Copps | July 2, 2022

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. Omni comes from the Latin … Read more

Exploring Expectations

By Mary Jane Copps | March 25, 2022

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 ability, our expectations act like … Read more

Exposing Every Expectation

By Mary Jane Copps | March 20, 2022

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 expectations. Influenced by our reputation, … Read more

Tales About Trust

By Mary Jane Copps | March 13, 2022

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 much thought or attention. In … Read more

You Can – and Must – Improvise

By Mary Jane Copps | December 18, 2021

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 it doesn’t necessarily result in … Read more

The Impact of Empathy

By Mary Jane Copps | October 31, 2021

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 is not about becoming emotional. … Read more

Elevate Your Customer Service: Effective and Efficient Conversations

By Mary Jane Copps | March 27, 2021

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. There’s a very simple way … Read more

Maintaining Excellence: What’s Your Customers’ Experience?

By Mary Jane Copps | June 13, 2020

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, it’s important that service excellence … Read more

Reopening: Patience and Compassion Required

By Mary Jane Copps | May 31, 2020

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 several weeks for a haircut. … Read more

The #1 Action That Builds Trust and Relationships

By Mary Jane Copps | February 9, 2020

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 throws off the rest of … Read more

Serious About Creating Consistent Revenue? You Need CRM Software, Not a Spreadsheet!

By Mary Jane Copps | January 31, 2020

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 about what was discussed. They’ll … Read more

To Listen and Learn … Press Mute

By Mary Jane Copps | October 5, 2019

It doesn’t seem to matter how many projects I do as The Phone Lady, I still get incredibly excited when I’m on a discovery call with a new client. As they start sharing their challenges with me, my brain shifts into high gear and I’m quickly bursting with ideas I … Read more

What Does It Take to Be Heard?

By Mary Jane Copps | September 8, 2019

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 to other family members, which … Read more

Our Aging Customers: Are You … and Your Staff … Prepared?

By Mary Jane Copps | July 7, 2019

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 caregiving plan. In Canada, seniors … Read more

Inspiring Conversation with Popular Posts

By Mary Jane Copps | June 30, 2019

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 weekend. What am I going … Read more

Are Your Conversations on Cruise Control?

By Mary Jane Copps | May 12, 2019

My life as The Phone Lady is incredibly varied because most of my workshops and webinars are customized to clients’ specific needs. Yet all of my clients have a similar goal: they want to create strong, excellent relationships with their clients, customers and prospects. This is accomplished by inspiring generous, … Read more

Want Strong Relationships With Your Clients? Then Act Like It!

By Mary Jane Copps | May 5, 2019

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 more profitable for everyone – … Read more

There’s a Customer Service Crisis Headed Your Way!

By Mary Jane Copps | April 7, 2019

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 how to use their credit … Read more

Remorse, Realizations and Reality

By Mary Jane Copps | March 24, 2019

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 directly impact the content I … Read more

I've spent 20 years teaching people to communicate. Phone anxiety has never been worse. I see it most often among younger employees entering the workforce, and the issue is more complicated than it seems. Find out more.
Remember party lines? Switchboards? Yellow Pages? The traditional telephone is almost gone, but its cultural impact deserves a ringing endorsement. Mary Jane weighs in.
A fresh phone hell in the office: Younger workers who don’t say hello when they answer a call need to know it’s a problem. Mary Jane weighs in on generational phone challenges - read here.
Bosses and employees are wrestling over whether voice calls have a place in the hybrid era. The Wall Street Journal recently spoke to Mary Jane. Find out more here.
This Hour Has 22 Minutes
22 Minutes correspondent Brandon Hackett figures out which end is up on this thing called a telephone, with help from The Phone Lady. Watch Telephone Lessons for Millennials.