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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

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5 Steps to Valuing Another’s Time – 5/5/20

Posted on May 5, 2020 in Customer Service Tip of the Week Please leave a comment

Is your time valuable?  Is the customer’s time valuable?  I would think we would answer “yes” to both questions, but what does that really mean?  It’s important, and it’s finite.

Time is precious because it doesn’t come in unlimited quantities.  We can’t go to Amazon and buy more time.  It’s important because it’s where we do our work, our play, our fun, our learning, our rest.  In customer service, if we want the customer to feel valued, we need to convey that we value their time.  But how?  Try these 5 Steps:

  • Be Prepared. Have enough organization so that you can promptly greet someone, you can find information quickly, you instantly know to which co-worker or division to refer the customer.
  • Be Efficient. Be pleasant, but limit pleasantries.  Don’t go off on tangents unrelated to the customer or their need for the sake of rapport.  Building rapport is based on a focus on the customer.
  • Be Great at Q&A. Often time is wasted because we don’t fully understand the situation or the customer.  Asking questions to expand your understanding is not a waste of time.  Jumping to a solution before you really know the issue – now that’s a waste of time.
  • Know Your Stuff. It’s hard to have an efficient conversation if we don’t know what to ask, we don’t know what resource addresses what need, what person is responsible for what procedure.
  • Tell Them. Thank them for their time.  Tell them that you want to be respectful of their time.  Sometimes the best way for a customer to feel like you value them is to tell them so.

If you want to value the customer’s time, know that time is important and it’s finite.  Build your approach around understanding what’s important to the customer and how to respond quickly, correctly the first time.

Value the customer’s time.

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Put Yourself at the Controls of Change – 4/28/20

Posted on April 28, 2020 in Customer Service Tip of the Week Please leave a comment

You have probably heard about manufacturing plants and restaurants who are pivoting during these challenging times and starting to make hand sanitizers, masks, and gowns.  They are being forced to change, and they’re trying to find the opportunities among the obstacles that surround them.

Sometimes we, too, as individuals in our work life are being forced to change – as many of us are today.  But there is some change that we can control.

What do you want to change?  What do you need to change?

Maybe some of it is attitudinal.  For those of us who are lucky to have a boss that’s encouraging and motivating, maybe not having that boss around requires us to be more self-motivated. Set your own daily goals.  Pat yourself on the back when you reach those goals.  Be the great encourager…to yourself.

Maybe the improvement needed is more of a technical nature.  We should want to improve our computer skills since we’ll be using those so much more.  Can we become expert at using the video conferencing systems and tools?  Can we become more proficient at toggling between different functions on our computer for information, since we’re relying less and less on paper?

The improvement area could be communication skills, particularly if having that face-to-face interaction and all the body language and expressions are so much less available for emphasizing our points.  You may want to improve your business writing skills – since you’re communicating more often via messaging to others.  Maybe you need to improve your concentration skills since it’s easier to get distracted when you’re in a video conference with 10 people than if you’re in a face-to-face meeting in the same conference room.

Finally, we can look for improvement areas in how we do our work.  Improving might mean that we’re more organized in our work since we can’t simply walk to the person in the next cubicle to talk about a project or chit chat with our office colleague about something.  Those random or nearby encounters are less likely, so we have to be a bit more intentional about planning when to contact others.

Change is difficult – particularly when it’s thrust upon you.  But if you can identify your own change – your own improvement path – you can give yourself some control.

Create the change that will help you improve.

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From Team-up to Partner – 4/21/20

Posted on April 21, 2020 in Customer Service Tip of the Week Please leave a comment

The phrase used to be “Team-up.”  Company A and Company B are going to Team-up to address this big consumer need.

Now the term is “Partner.”  Organization A and Organization B are going to partner together to seek a resolution to this community issue.

Both of these phrases essentially deal with different organizations working together with a common goal.  But even within the same organization, the ultimate organizational success usually requires people from different areas or with different functions to “Team-up.”

So, what do you do when you’re asked to Team-up with someone else at your own company?

To Team-up effectively, here are 3 quick suggestions:

  • Help Others – When you see a co-worker with a need (figuring out some video conferencing app, understanding how to interpret a policy, or dealing with a difficult customer situation), stop what you’re doing and offer to help. Don’t simply bypass someone in need.
  • Know Your Role – Understand how your job, your skills and expertise, and your experience fit in the greater organization. Know how your actions and decisions affect others; often, what you say or the work you produce (your “Output”) is the Input for a co-worker.
  • Collaborate with Others – Be willing to meet with and work together in formulating plans, dealing with issues, and delivering services. Support what’s best for the whole group, even if it may not be your first choice.  Encourage your co-workers and give them positive reinforcement.

Before you Team-up with others, take a moment to truly understand what is expected of you. Seek opportunities to help, understand how you affect others, and work with others as a good teammate toward a collective goal.

Team-up.

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