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Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

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It’s Decision Time. What are you going to do? – 6/11/19

Posted on June 11, 2019 in Customer Service Tip of the Week Please leave a comment

Serving others is tough. Whether it’s dealing with an irate customer, having to field the same question from the 100th different customer this month, or keeping 10 plates spinning while still smiling in front of the client, it’s hard.

You want to do a great job, and you’re constantly put into a position to make decisions. Those decisions lead us down Path A or Path B. Those decisions make our life easier or harder. Those decisions help the bottom line or hurt the bottom line. And those decisions make the customer happy or upset.

What makes those decisions so hard is that one decision might help the bottom line but make the customer upset. Another decision might make your life harder but make the customer happy.

I’m not in your shoes, so I cannot tell you what decision to make. Each one of you makes hundreds of decisions each week at work and in your personal life. Neither you nor I can anticipate every situation that you’ll be presented with or every question you’ll have to consider.

But what will make your work-related decisions easier is to at least have a starting point. Even before you’re presented with a situation, know and document the principles that will guide your decision-making.

Here are some key principles to consider in your decision-making processes if your job is customer service related: Be ethical. Do what’s best for the customer now. Do what helps the organization long-term.

These might seem short and simple, but it’s amazing how the appropriate decision becomes much clearer if each alternative is tested against these principles.

What principles guide your decision-making at work? Know them, write them down, and remember them.

The next time you make a decision, let your principles be your guide.

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You Do Know Jack – 6/4/19

Posted on June 4, 2019 in Customer Service Tip of the Week Please leave a comment


Have you ever had a co-worker who causes more problems than they solve? Simple things they do are often, from a procedure standpoint, correct. But the way they handle situations makes them come off as indifferent. Let’s call this co-worker “Jack.”

Even though certain actions by Jack may seem innocent and not intended to convey indifference, the customer could walk away feeling negatively. Here are some of those actions to be wary of when Jack’s engaged with a customer…

Jack knows the answer to the question, so Jack interjects while the customer’s talking….or…maybe Jack quickly ends the conversation after providing an answer (but before he confirmed they got their need met)….or…Jack might talk exceptionally fast to the customer. These could all be innocent actions, but they could all convey that Jack’s impatient. Jack’s rushing the customer. Jack’s trying to get to the next call or move this customer along.

When the customer makes a complaint, Jack makes it ABUNDANTLY clear that he is not the one responsible. He knows that others were involved with that issue, and he was NOT part of the situation. These may all be facts, but what they do is they focus the conversation on who’s to blame and the fact that Jack’s DEFINITELY NOT to blame. In the end, the customer is usually complaining because they have an issue and they want a solution. Jack’s moved the focus to one of absolving himself of responsibility instead of focusing on the customer and their solution.

Finally, Jack gets a request through e-mail or social media, via the website or the phone. It’s obvious this is a request that another area of the organization handles. So, Jack tells the customer that they will need to call the other department or go to the website to find the answer. What Jack’s suggesting is accurate, but it’s not entirely helpful. The customer will think Jack cares more about getting back to “his work” than connecting the customer to the right person or getting to the specific answer.

Do you know Jack? If so, I’m sorry. Overcome the perception that you’re indifferent by not being like Jack.

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How to Give the Right Kind of “No” – 5/28/19

Posted on May 28, 2019 in Customer Service Tip of the Week Please leave a comment


In a perfect world, you never need to say “No” to the customer. But as we all know, this is not a perfect world. There are a lot of issues in the world, and there are a lot of issues in customer service. Our companies are not perfect, our co-workers are not perfect, and our solutions to customer issues are rarely perfect.

The customer wants you to fix their issue or address their need, and often they are telling you HOW you should fix that issue or address that need. Frequently, their solutions won’t work. You can’t always waive a policy, change a process, or do something in 5 minutes that takes 5 days. You have to say No.

But there are ways to say No that are giving the right kind of No. Here are 3 quick steps to consider:

Convey Why the No: Before you say No to their solution, make sure they understand WHY their idea won’t work. In a professional way, explain the rationale so they understand it’s not a matter of you being obstinate. There’s an objectivity to your response.

Link Your Solution to Their Goal: They may suggest a certain process, but what is their goal? They may want something done, but what is their goal? They may say they want it in 5 minutes, but what is their goal? Their goal may be having a great event, getting a remedy before they hold a meeting, having a working product, getting financing for a house, or feeling better. If you can understand their desired outcome and get them to think about the goal instead of the solution, then you can link your solution to their goal.

Offer the Options: Finally, suggest alternatives that achieve their goal. Particularly if you can offer more than one solution, it gives them some control over deciding the next step. Even if there’s only one solution, by attaching it to their goal, they’re envisioning the eventual success.

Taking this approach will keep the temperature of the conversation low, put you in control, and lead to more productive and positive conversations.

Give the right kind of “No” response.

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