I just experienced such a screwed-up customer service encounter that I have to share it.

Do you pass the squeak test? - Victus Catering ConsultancyIn August, I received a letter from my primary care doctor announcing that he was cutting back on his patient hours. He has been my doctor since about 2003. In November, as COVID seemed to be easing, I called to schedule a physical exam for the first time in several years. I explained that I had several concerns and I really trusted my doctor’s diagnostic ability and asked if it was possible, despite his scaling back, to schedule with him. And I was given an appointment for today at 2:40 p.m.

Yesterday, at 4:12 p.m., less than 24 hours before my appointment, I received a call from one of the nurses that they were canceling my appointment because my doctor was scaling back and “needed to reduce his patient panel.” I said that they’d had four months to figure that out, that canceling on less than a day’s notice was extremely rude and unacceptable, that I had been willing to wait so long only because it would be with MY doctor. To their credit, they did offer me an appointment with a different doctor on Friday but I said very politely that I had specific reasons for wanting this practitioner and they had no right to snatch it away at the last moment for an issue they could have fixed at the time the appointment was set. She said the practice manager would call me.

This morning, the practice manager called back. Her customer service skills were atrocious. First she insisted that because I had received the August letter, that “it wasn’t our fault.” I explained repeatedly that I had been willing to wait more than four months only because I was promised an appointment with my chosen doctor. I actually had to say (several times) that while I understood it wasn’t her fault personally, it was absolutely the fault of her organization. I said I wanted a real apology that accepted responsibility organizationally, and she eventually admitted that yes, the organization made an error that was causing harm to me, and that she would review the interaction where I booked the appointment and find out why the person I spoke to had made an appointment that shouldn’t have been allowed.

Then I asked her how she was going to “make me whole.” She didn’t seem to understand what I meant. I said “how are you going to make it right for me?” She said there was nothing she could do. “I can’t talk to the doctor!”

Me: “Why not?”

Her: “I can’t talk to him.”

Me: “Could you explain the circumstances to him and ask that just this once, could he make an exception because of the promise made to me that it would be with him. I could find a new primary care doctor going forward but he really should keep this appointment as a one-time exception. I understand  if it can’t be today. I don’t mind if it’s later this week.”

Her: “The nurse spoke to him after talking with you. He wanted the appointment canceled.”

Me: “I doubt that she explained the full situation to him, that I was willing to wait the four months specifically in order to see him, and that you gave me inadequate notice. Would you please explain the full situation and ask him if under the circumstances, he would make an exception? Again, if it doesn’t work with his schedule today, I can be flexible about when I see him.”

Her: (big sigh). “Okay, I will ask him and call you back.” No word from her.

2-1/2 hours after she called and only 2-1/2 hours before I was due to show up, I called again. After checking their automated confirmation system, which had only the rescheduled appointment with the different doc on Friday. I spoke with a very pleasant receptionist who told me that the practice manager was in a meeting and would call before the end of the business day. I explained that this was about an appointment for today and I really didn’t want to discover after-the-fact that she had reinstated it. The receptionist said she’d have her call within the next hour. I wasn’t holding my breath and was not surprised that she hadn’t called as of the time I would have needed to arrive, or even by the time I probably would have been done. I have no way of checking, but based on her general attitude, I would be very surprised if she actually bothered to communicate with the doctor.

Customer Service is not my primary jam, but it is something I speak and write about fairly often. Done well, it’s an essential marketing function that turns customer problems into loyalists. The flip side of that is that bad or absent service converts loyalists into enemies–people who will speak up and leave poor ratings, tell their friends to avoid that business. Not the sort of messaging you want following your business around.

If I were training this organization, I would:

  1. First instill a culture of actually serving customers (patients, in this case)–of understanding that it’s not about your convenience but about making the customer feel heard and appreciated–and meeting customer needs.
  2. Teach compassionate listening skills and sincere, immediate apologies that accept responsibility.
  3. Empower the staff to offer suitable make-goods and think creatively about what the right make-good is in a particular situation. This is one time to be led by the customer; it’s totally okay to ask, “what can we do to make it up to you?” Often, their answer will be much more modest than you might have expected. In this case, I gave her what I needed: to have her offer to talk to the doc and see if he would reconsider–and even that faced a wall of resistance.
  4. Teach and model appropriate responses that make the customer feel heard.
  5. Teach the importance of keeping promises–as Google did several years ago when they actually went back and re-listened to the customer service call where I was told misinformation and cheerfully refunded the $200+ I’d been charged for following the advice I’d been given. They’ve now kept me as a cell phone customer longer than three previous companies.

As a customer of this organization, I not only had the bad experience above, but my wife has been getting the runaround for months on a chronic problem, with calls not being returned and a generally desultory attitude. At this point, they will be getting negative reviews in public places from us and we will make inquiries about other area practices that are accepting patients. I recognize that our area has a doctor shortage and we might be stuck with them, but we are tired of being kicked around and we certainly won’t recommend them to others.

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I found myself deeply touched by Jennifer Atkinson’s essay arguing that grief is necessary not just when a loved one departs, but when we act as climate allies. “In similar ways, when we openly grieve for the loss of other species or forests or rivers, we’re asserting that nonhuman lives are also worthy of mourning. We refuse to accept their exclusion from human circles of compassion.”

She goes on to discuss the connection between grief and love–and even to claim that grief is an aspect of love.

It’s short and only took me two or three minutes to read. Well worth it.



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I went through a course from Pachamama Alliance called “Awakening the Dreamer,” a prerequisite for an activist training course I signed up for.
Near the end, I was asked, “Identify and write down the actions you will take to express your commitment to creating a thriving, just, and sustainable future.
And, for added effectiveness, include the date by which you will complete the action.”
My response has a lot to do with who I am, who I have been, who I hope to become, and why I do what I do. I’m sharing it in full:
  • Continue to work on immigration justice through Jewish Activists for Immigration Justice (ongoing since 2019).
  • Continue my career path of showing business that meaningfully addressing climate change, hunger/poverty, racism/otherism, war, etc. through core products, services, and mindset can be a success path (ongoing since 2003).
  • Continue to nurture democratic impulses in my own town/region and help some of them run for local office (ongoing since 1983).
  • Continue using my writing, speaking, and organizing skills to spotlight important issues locally, regionally, nationally, and globally (ongoing since 1972)–and strengthening these skills through continuous learning (which is why I signed up for this training).
  • Continue to be an activist who shows up to make a difference and be counted whenever practical (and sometimes when it’s not).
  • Continue to act on my belief that each of us can make a difference, and that difference is greatly amplified by working with others.
  • Continue to celebrate the victories I help achieve or passively support.
  • Continue to find ways to evolve as a person: to be more supportive of others, to recognize barriers others may face, and to face new experiences with gratitude and enjoyment.
None of these have completed-by dates. Most will not be completed in my lifetime.. I will do this work as long as I can.
<End of my response>
Three quick takeaways I want to leave you with:
  1. Each of us can have an impact, especially if we go about our work with focus and determination
  2. That work is amplified when we collaborate with others in an organized way
  3. We are all growing and changing and evolving–ideally, into our best selves; that journey never stops

For the past few years, I’ve been doing Chris Brogan’s exercise of picking three words to guide my year. In 2020, they were Clarity (20/20 vision), Justice, and (perhaps presciently) Healing. Last year, Rethink, Pivot, Transform.

This year, I’ve picked a single word after reading this article by my friend and mentor Sam Horn. My Word for the Year is EVOLVE–and it’s an acronym:

Enthusiasm

Vision

Optimism

Leverage (getting my message in front of more influencers, and more people generally)

Victories along the way (which we achieve through both small and large steps toward a more just, eco-friendly society)

Evolution (a better world)

 

And how are you framing YOUR 2022? May it be a blessed one for you your loved ones, and all of us.

 

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George Lakey, nonviolent theorist, author, and activist, speaks on “How We Win, 2018

I listened to a great 2018 talk, “How We Win,” by one of my many mentors, nonviolence theorist George Lakey (that’s the first chunk. You’ll see a link on that page to Part 2.). How We Win is also the name of his latest book at the time.

Lakey sees the increasing polarization of modern US society as a forge: a way of generating the heat necessary to create lasting social change (toward freedom and equality or toward authoritarianism—“the forge doesn’t care”).

This is not a new trend. The Scandinavian countries had their huge social revolution of the 1930s in times of great polarization (something he chronicled in his earlier book, Viking Economics). The trick is to harness that energy and channel it toward gaining mass support. He walks his talk, too; in the summer and fall of 2020, he led or co-led numerous workshops on what to do if the Trumpists tried to seize power after losing the election, training thousands of people.

He charges us to express our best concepts—not just what’s wrong with the system but the vision to make it better—in ways that feel like common sense to working-class people who want the system to work for them, too. After all, most of us actually do want a system that promotes equal access, a fair economy, and real democracy. We have to show them that our vision “has a spot for you,” even if that “you” finds the movement’s tactics disruptive and uncomfortable.

But he says progressives have largely lost that vision since the 1970s; we need to get it back. If we can get the diverse movements working together to confront their common opponents, we foster an intersectional “movement of movements” capable of creating real change—as the Scandinavians did then, with farmers, unionists, and students joining together to drive the moneyed elite from power. He warns us that polarization will get worse, because economic inequality is built so strongly into the culture. He says that we should consider organizing campaigns as “training for [nonviolent] combat.”

And we should expect those campaigns to take a while. Campaigns are well-planned (but adaptable) and sustained over time. It might take years, but you can win. One-offs (like the Women’s March at Trump’s inauguration) don’t typically accomplish change on their own. Traffic disruptions don’t make change; they just piss potential allies off. Disrupting banking operations is much more strategic because the bank is the perpetrator of the evil. How is the specific goal of the campaign advanced by this action? If it doesn’t advance the cause, don’t do it. A campaign he was involved with moved $5 million into credit unions and cooperative enterprises in one campaign that started in a living room and grew to encompass 13 states.

Oppression is only one lens we can look at things through—there are many others (he didn’t elaborate). The elite seeks to divide us (by color, gender, values, etc.)—but canny organizers look for the cracks in those divisions, and expand them. And stays optimistic, not getting stuck in “can’t be done” but figuring out how to do it.

Campaigns often start small. We can build our skills when the stakes are lower and make our mistakes then. Later, as the big challenges arise, we know how to handle them. You can lose a lot of battles and still win the campaign (eventually). And any tactic will be greeted with “this will never work” skepticism. But “Anyone who is arguing for impossibility” should remember the Mississippi Summer volunteers. When news got out of the abduction of Goodman, Schwerner, and Cheney, Lakey (a trainer of volunteers for trhat movement) expected most of the next volunteer wave to abandon their commitments—but nearly all of them stayed, mentored by Black SNCC activists who had been living with the overt racism for decades.

The best-known antidote to terror is social solidarity. Get close to people. Organize campaigns not just with those who share your goals but those who are “willing to be human with you.” Make your peace with the personal risk, face it head-on. We risk by driving on the highway, we risk by NOT meaningfully addressing climate change. Accepting the possibility that you might die in service of the common good is liberating (and it’s not the worst way to die).

SNCC survived in the Deep South without guns; they would not have survived with them. Erica Chenoweth shows us that nonviolent movements have twice the success rate of violent ones.

Framing is crucial. The Movement for Black Lives put out a mission statement that was so well framed, even American Friends Service Committee signed on [I think it might be this one].

If you want innovation, conflict helps to get you there. Yet, conflict resolution is a crucial skill, and it’s expanded enormously in recent decadesWe need those tools and people who will jump into the fray (to use them). But if our tools are too highly structured, you need to add interventions in informal settings.

Lakey expects surveillance and isn’t worried about it: “I think it’s a wonderful thing. We take that as pride: we are so important that they put staff time and energy into knowing what we’re up to—so we’re making a difference. Gandhi told India, if you gave up fear of them, the British would be gone. If people spread fears about Trump, invoice him for the hours because you’re doing his work.”Facebooktwitterpinterestlinkedinmail

Years ago, I subscribed to Brain Pickings (recently rebranded as The Marginalian): Maria Popova’s amazing twice-weekly celebration of science, art, music, literature, and nature. While I have no memory of how I first discovered it, I immediately embraced the abundant world she lives in, and her eagerness to share the treasures she finds.

First screen of Maria Popova’s introduction to Ursula Le Guin’s essay, On Being a Man”

 
I rarely read it, but I will keep my subscription, thank you. Every issue is a gem—and every issue is a rabbit hole that leaves me following so many links that I don’t emerge for 30 or 60 minutes. And if I only dip in every once in a while, it’s still a special pleasure.
 
Long ago, I resigned myself to knowing that the richness of the world’s knowledge is something I can only skim the surface of, no matter how many books and articles I read and how many podcasts and seminars I listen to. I read more than most people—80+ books and thousands of articles in a typical year—but it’s still 0.000000001 percent of what I COULD immerse myself into, if I didn’t have a life to live, a living to earn, and eyes that need to rest. I’ve made my peace with that reality and don’t waste energy on FOMO (fear of missing out), nor do I beat myself up for not striving harder to soak it all in.
 
I’m really glad I opened today’s newsletter. I followed links to Ursula Le Guin’s poem “Kinship,” which Popova describes accurately as a “love poem to trees.” That led me first to one then another remarkable poem by Jane Hirshfield—the first read by the author and the second by Amanda Palmer (unfortunately, I took an unmarked turn somewhere in the rabbit hole and can’t get back to those—but I did create a long list of Hirshfield poems on Popova’s site). Then I went back to the current edition and read Le Guin’s witty essay on gender pronouns and aging. I could have stayed much longer, following links until my eyes bugged out.
 
In fact, I finally became a paying monthly sustainer just now—something I should have done years ago!

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At a recent conference, Jane Goodall said,

We are repeatedly told to ‘think globally, act locally’ but it should be the other way around. If you think globally first, you’ll get depressed. But if you think about what you can do locally, if you take action with friends and find that you’re making a difference, that’ll give you more hope and make you to take more action.

I love the idea of acting locally and have done it (and written and spoken about it) for decades. My biggest success in 50 years as an activist was a local campaign that saved a threatened mountain. Your chances of winning are often higher, it’s easy to reach those most affected, and you can parley your success into much greater influence on the future direction of your community. And yes, it can be empowering.

BUT…we also have to do the long, hard work on the big-picture stuff. It took 100 years of hard organizing to end legalized slavery for non-criminals in the US (and by the way, the exemption for convicted criminals has been used shamefully in too many instances). It took decades to get national civil rights legislation, the right of women and people of color to vote, the right of same-sex couples to marry…pretty much anything worth fighting for. And sometimes, even large-scale victories happen surprisingly quickly. As an example, the safe energy movement took only five or six years to make nuclear power unbuildable.

And those local victories can inspire the national and international work–which often gets done most effectively at the local level, by existing organizations and coalitions.Facebooktwitterpinterestlinkedinmail

I love this post from the Changemaker Institute, How to Change The World By Meeting People Where They Care. I love it because it approaches social change through a marketing lens. It starts by revisiting the famous Loving v. Virginia Supreme Court Case of 1967, which struck down longstanding bans on marrying across the color line. Pointing out how Richard and Mildred Loving got people to care, the post goes on to ask how to get people to care about what you’re doing–and answers with a business-oriented focus on outcomes of your social change action, which you arrive at through these questions (quoting directly from the post):

  • What does it take to get an investor to believe in your business and invest in your mission?
  • What does it take to get customers to believe in your product or service and invest in it?
  • What does it take to get your employees to believe in your company’s mission and invest time and energy in supporting it?
  • What does it take to get people to support your vision for a better world? [end of quote]
Seet spot and 3 words posters in Shel's office, where he sees them every day
Shel’s inspirational posters describing his “sweet spot” institutional mission and his 2020 and 2021 sets of three words to inspire his year

This intersection is so important to me that on the wall behind my computer monitor, where I see it many times a day, I have a poster that reminds me, “I help businesses find their unique sweet spot where profitability meets environmental and social progress.” It’s important enough that I’ve written four books making the profitability case for business to deeply embrace social change and planetary healing, and have also written about the success lessons activists can take from business. It’s the basis for much of my consulting and speaking.

To take it a step further: I see getting out of the silo, rubbing shoulders with people who are not like you and examining different ideas from different industries or different sectors of the same industry as crucial is testing your own ideas, sharpening them enough to really get inside someone’s head and cause enough discomfort with the status quo to embrace the brighter future you propose. Whether you’re marketing a business or a movement, that’s a pretty important thing to do.

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Guest Post by Sam Horn, author of Tongue Fu and many other books.

Does it feel like you’re talking on eggshells these days? You’re not alone. A report from McKinsey says, “Rudeness is on the rise and incivility is getting worse.”

As one woman said, “It feels like I can’t say anything right. It seems everyone’s on edge. They take offense at the least little thing. What can we do when everyone’s stressed out?”

She has a point, doesn’t she?

The last year and a half has been tough.

People have lost loved ones and jobs. Controversies around masks and vaccinations have put people at odds. Remote work and home-schooling have frayed nerves and tempers.

So, what can we do? We can Tongue Fu!

Tongue Fu! (a trademarked communication – conflict prevention/resolution process) teaches what to say – and not say – in sensitive, stressful situations you face every day.

It’s ironic. We’re taught math, science and history in school, we’re not taught how to deal with difficult people without becoming one ourselves.

And in these tough times, it’s more important than ever to know how to proactively handle complaints, disagreements, and unhappy, upset people.

Fortunately, that’s what Tongue Fu! teaches.

Here are a few challenges you may face at work, at home, online and in public – with tips on how to respond in the moment instead of thinking of the perfect response on the way home.

4 Tongue Fu! Tips for What to Say/Do When Things Go Wrong

Complaints
When people complain, don’t explain. Explanations come across as excuses. They make people angrier because they feel you’re not being accountable. For example, if a host is upset because you’re late for a meeting, don’t explain why, just take the AAA Train:

Agree: “You’re right, Bob, our meeting was supposed to start at 9 am.

Apologize: And I’m sorry I’m late.

Act: AND I’ve got those stats you had requested. Would you like to hear them?”

When you take the AAA Train – Agree, Apologize and Act – instead of belaboring why things went wrong, you advance the conversation instead of anchoring it in an argument.

2. Negative accusation.

Whatever you do, don’t defend or deny untrue accusations. If someone says “You are so emotional!” and you say, “I am not emotional!” now you are! Instead, put the ball back in their court by asking, “What do you mean?” That questions motivates people to reveal the real issue and you can address that instead of reacting to their attack.

Imagine says, “You don’t care about your customers.” Reacting with, “We do care about our customers.” makes them wrong. Instead ask, “Why do you say that?” The client may say “I ordered supplies two weeks ago and still haven’t received them.” Now you know what’s really bothering them and you can fix their problem instead of debating their accusation.

3. Arguments.

If people are upset and you try to talk over them, what will happen? They’ll talk louder. The voice of reason will get drowned out in the commotion.

Instead, make a T with your hands (like a referee would) to cause a pause. Then say these magic words, “Let’s not do this. We could go back and forth for the rest of the afternoon about what should have been done, and it won’t undo what happened. Instead, let’s put a system in place to prevent this from happening again.”

You can also put your hand up like a traffic cop to do a pattern interrupt. Say, “Blaming each other won’t help. Instead, let’s figure out who will be in charge of this in the future so we can trust it will be handled promptly.”

As John F. Kennedy said, “Our goal is not to fix blame for the past, it’s to fix the course for the future.” If people start blaming, remind them, “We’re here to find solutions, not fault.”

4. Have to give bad news.

It’s easy to get defensive if your have to give bad news and say “It’s not my fault,” however that makes people feel you’re brushing them off.

A more empathetic response is to say “I can only imagine” as in ‘I can only imagine how disappointing this is.”

Then turn, “There’s nothing I can do” into “There’s something I can suggest. We have set up a 24 hour job-line with…”

In the real world, things go wrong. And sometimes we can’t fix them. We can at least let people know we care and we’re doing the best we can to help out.

Don Draper said, “If you don’t like what’s being said, change the conversation.”

We can change conversations and outcomes for good by using Tongue Fu! approaches.

Because when we treat people with respect, they’re more likely to treat us with respect.

And that’s a win for everyone.

This post originally appeared in Sam Horn’s newsletter and LinkedIn. Reprinted with permission. Sam’s 3 TEDx talks and 9 books have been featured in NY Times, on NPR, and taught to Intel, Cisco, Boeing, Capital One, NASA, Fidelity and Oracle. Want support completing your creative projects? Check out Sam’s Stop Wishing – Start Writing Community.
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Can a liberal and a conservative survive in a long-term marriage? Rick Hotchner and Barbara Thomas have managed to make it work for more than a decade, and discuss their relationship in some deep sharing on this interview.

Here are some of my takeaways from their conversation:

  • “Have the conversation about HOW you talk to each other about big disagreements.”
  • “Try to understand people, not to change them”
  • “Toxicity is NOT inevitable” and you don’t have to engage with “snipers” who try to bait you.

Not surprisingly, the two are involved in Braver Angels, a group that exists to foster dialogue across the political divide.

This is an issue important enough to me that I have a category in this blog called “Talking to the Other Side.” If you click on the tab with that label, you’ll see all my posts on that topic. You’ll also see a whole lot of discourse between liberals/progressives and conservatives over the last many years of my Facebook feed. And yes, I go to as many Braver Angels events as I can.

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Joel Makower, Executive Director of GreenBiz.com, posted a thoughtful article about creating systemic change–and actively requested the wisdom of the collective mind. And Gil Friend of Natural Logic devoted an hour and a half to an open discussion of the same topic (It will probably be called “Living Between Worlds #2.5 and it isn’t posted yet as I write this the day the conversation took place).

This is not a coincidence; Gil sent the link to Joel’s article around before the call to everyone who registered for it.

I found the article provocative enough that I posted this comment (and the Living Between Worlds open discussion was so fascinating that I plan to listen again once the video is available):

 

Good piece, Joel. You’ll be glad to know Gil Friend @gfriend kept his promise to discuss this topic in the monthly “Living Between Worlds” brain trust Zoom.

I come at systemic change through a lifetime of weaving together my two “split personalities” as both a marketer specializing in green and social change companies/products/services and as an environmental, social justice, and peace activist whose credits include starting the movement that saved a threatened local mountain.

Through the nonviolent social change lens of people like George Lakey and Erica Chenoweth, I look at institutional structures: how they prop up the system, create major barriers to change, and ultimately fail because they fail to change–and where they are weak and shaky and vulnerable. Sometimes they collapse with surprising speed (think about the Arab Spring a decade ago, or the government of Afghanistan just in the last ten days. Sometimes, it takes decades. The Quakers targeted slavery for about a century before it was illegalized.

But the marketer in me says systemic change is far more likely to succeed if the effort was made to change popular opinion first. The US civil rights movement created the opinion shift that made civil rights legislation not only possible but enforceable. Opposition to the Vietnam war was strong enough that LBJ felt a need to withdraw from his re-election campaign, years before the troops finally came home. And when we did Save the Mountain here in Western Massachusetts 21 years ago, our first task was to change the “this is terrible, but there’s nothing we can do” mentality. Once we shifted that, the victory was very quick.Facebooktwitterpinterestlinkedinmail