Customer Service Tip of the Week | Customer Service Solutions, Inc. - Page 107

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

LOTS of Opportunities to Appreciate Customers – 1/28/20

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They give us their money, and we give them merchandise. We say “Thank you!”  That is the old-time stereotypical opportunity for a company to thank their customers.  But there are opportunities all day long for us to convey appreciation to our customers.

Beyond the actual transaction, there are so many situations where we can say thank you to the customer.  And we want to do that often, because without customers, we have no business.  We understand that in the vast majority of the cases, the customer could go elsewhere.  They want to feel valued and appreciated, so we want to find ways to convey that appreciation.

Whether you’re dealing with a request, a complaint, or just the customer’s involvement in some activity, you have an opportunity to appreciate the customer.

Convey appreciation to customers or co-workers for their requestThanks for your request.  Thanks for asking!

Convey appreciation for telling you a complaintThanks for bringing that to our attention.  I appreciate your telling us about this issue.

Convey appreciation for their participationIt’s great that you’ve been a part of this.  I appreciate your time and your engagement in the process.

It is not hard to say thanks, but it is often one of the most forgotten aspects of communication with customers.  They are not a box in our process flow; a customer is an individual that wants to feel valued and appreciated.  So we want to make sure that we are not only appreciating them, but we are telling them so.

There are many opportunities to appreciate the customer throughout the day.  Identify them, and act on them so the customer feels how much you value them and their business.

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When Jack Gave Arnie a Tip – 1/21/20

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Jack Nicklaus may have been the greatest golfer ever.  Many think that Arnold Palmer was the most important golfer of the 20th century.  These two greats were contemporaries, so they became competitors and friends all at once.  And when somebody who is one of the greatest of all time gives you advice, you should take it, right?

Since these players spoke thousands of times over the years on the golf course, advice was often shared.  One day, Jack walked over to Arnie on the practice range, and since Jack was one of the greatest high ball hitters in history, he offered Arnold, a low ball hitter, a little bit of advice on how to get the ball up in the air when needed. Arnold thanked Jack, and he tried the advice, but the tip didn’t work.  

It was advice from one of the greatest ever, but it just didn’t work.  It doesn’t mean that the advice wasn’t good; it means that particular advice did not work for that particular person to address a particular need.

Luckily for Arnie, he realized that just because the source of the advice was great, that didn’t mean that the advice would work for him.  He understood it wouldn’t work because he understood himself.  He understood what his strengths were and how he went about doing his job.  He understood his skill set, what he was capable of, and what he was not capable of or not comfortable doing.

It’s the same for us.  None of us are perfect.  None of us are at the peak of all of our skills or abilities in the working world, so we need to be open to suggestions.  We need to be open to guidance and direction.

However, before we take on any advice and try to utilize it exactly how it’s given, make sure we start with an understanding of ourselves.  We need to ensure that what has worked for someone will truly work for us, because we are different people with different skills and abilities and perspectives.  We need to consider the advice and guidance, but make sure we do it with an understanding of who we are.  

When someone gives you a tip, consider it, but consider it through a lens of self-awareness.

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Make it Abundantly Clear – 1/14/20

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Becky was laying in her hospital bed and staring at the whiteboard on the wall.  It had a room number, the room’s phone number, and the date.  It had the pictures of the pain scale, with happy-to-sad faces and ratings from 0-10.  It noted when the last meds were administered and when the next meds were scheduled.  It talked about goals for the day and key next steps.  And it mentioned what diet she was on and what activities and precautions applied to her.  

Maybe even more importantly, it listed her Care Team. There was Dr. Smith.  There was her nurse, Victoria.  There was her CNA, Rodica, her therapist, Sharon, and others as well.  Next to each one of the caregiver names was a personal phone number.

Just by looking at the whiteboard, whether Becky was by herself or with family members, she knew what was going on.  She knew what the next step would be for her care.  She knew what she could and could not do.  And she knew who to contact and how to contact them directly for whatever needs she had.

Even more so, any individual that walked in the room – whether family, friend, or caregiver – had all the exact same information right at eye level.

This was a simple communication tool.  In the 21st century, a whiteboard doesn’t seem so valuable, but it was INCREDIBLY valuable to Becky!

So much of anxiety and fear relates to the unknown.  So much of confusion or concern or potential conflict comes from being in the dark.

To build your customer’s confidence and their comfort level with your organization, find ways to make it abundantly clear exactly who to contact and for what in your organization.  Find ways to make it abundantly clear what the customer has the capabilities to do on their own.  Find ways to make it abundantly clear what the next steps will be and when they will happen.

To create a confident customer, make it abundantly clear.

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