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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

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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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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6 Ways to Provide Something Extra – 4/14/20

Posted on April 14, 2020 in Customer Service Tip of the Week Please leave a comment

Winnie and Wayne ordered take-out last week, and when they brought their food home, they put the bag on the kitchen table and started unloading.  As they were pulling out the boxes, they noted two little handwritten notes. Each was a Thank You Note written by a different employee – one for each customer.

True story. Simple gesture. Special to the recipient, especially considering how exceptionally tough times are in the restaurant industry.

Sometimes when we are hurting, the best thing to do is to give a little extra to somebody else.  Sometimes when having customers knocking on your door every day is no longer a given, we need to do a little something extra.

Here are some “something extras” that we can consider doing for customers in the days where we’re currently living:

  1. Send that handwritten Thank You Note to a customer.
  2. Call or e-mail someone in an informal and personalized way just to check on them.
  3. If you find something that is helping you mentally, physically, spiritually, share that with others that you think may be open to that type of example.
  4. If you are waiting on something for the customer to do to complete a transaction or to get a process moving, either do it for them and let them know, or give them a quick call or text as a reminder to help them keep things moving.
  5. In e-mails and calls, don’t just share the facts, ask how they’re doing and convey that you hope they stay safe.
  6. In a “Stay-at-Home” world, find ways to virtually provide/receive information so they don’t have to make a trip.

I’m heartened by how much people are rallying around each other and, in many ways, being more collaborative and less conflict-oriented.  Many of these behaviors are simply reflective of a more caring culture.

Find some ways to give something extra.

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Hope is a Powerful Word – 4/7/20

Posted on April 7, 2020 in Customer Service Tip of the Week Please leave a comment

It was a typical daddy-daughter conversation. The two were just chatting about whatever a father and an 8-year old discuss, and the father decided to ask his daughter a question. What is your favorite word?

With no hesitation, the girl said “Hope.”

“What a great word!” the father replied.  He was happy with his daughter’s answer, and it was an encouraging sign.  Hope is an important word to her.

And the word Hope seems even more important, even more powerful when you look at some of the antonyms of Hope:  Despair, doubt, fear, distrust, discouragement.  Any word that is the opposite of those has to be pretty positive and pretty powerful!

Hope is not just an important word to an 8-year old, but it’s a powerful word for any of us if we understand what it means and we apply it to our daily lives.

As people who work in business, as people who serve others, we need to realize this word’s important to customers, as well.  There’s a level of uncertainty implied when using the word Hope, and I know in a lot of situations with customers, there’s no guarantee of what the next step will look like or what the result will be; there’s no certainty about whether some things will work or they will meet the timeline or happen in an exact way.

But it’s powerful to say to customers that We Hope this addresses your need. We Hope that this will resolve your issue. We Hope that you enjoy the experience. We Hope that the outcome will be what you need.

When we use Hope in this context, we are positioning ourselves on the customer’s side. We’re not just conveying what could happen, but we are conveying to the customer that we desire what they desire, that we want what is best for them.

The next time you explain a step or a process or what’s going to happen next to a customer, if you have any uncertainty about what will transpire or the impact it will have, convey some Hope.  Show that you not only know your stuff, but show that you want what’s best for them.

Let the customer know of your Hope for them.

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