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Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

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

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Harvey Wrote the Book on Focus…and Golf – 5/14/19

Posted on May 14, 2019 in Customer Service Tip of the Week Please leave a comment

In Harvey Penick’s Little Red Book, the famous golf instructor provides many key tips about golf that just as well could apply to life in general. One such tip is the following: Once you address the golf ball, hitting it has got to be the most important thing in your life at that moment. Shut out all thoughts other than picking out a target and taking dead aim at it. This is a good way to calm a case of nerves.

I love this quote for so many reasons. First, the quote relates to life and customer service. When we’re interacting with that customer during that 1-on-1 moment of truth, we need to view that customer in that situation as the most important thing in our life at that moment. To convey we are engaged and we care, we need to truly believe that that other individual and their situation are important. Even if – in the grand scheme of things – it is not THE MOST IMPORTANT THING IN THE WORLD to you, at that moment, you need to focus on it AS IF IT WAS the most important thing.

The next aspect of this phrase that I love is that you are shutting out all other thoughts. We might think we can serve a customer the best while we’re simultaneously looking at a computer or thinking about a project we have due later on, but the reality is that the brain works best and we communicate best with others when we are focused exclusively on that individual.

Finally, he sums up by saying that this is a good way to calm a case of nerves. One thing that people don’t realize is that there is a greater sense of calm if we are in-the-moment than there is if we’re thinking about tomorrow. You’re more likely to be stressed if you’re thinking about 12 other things you have to do or what might happen next or all the other stimulations that are in the environment.

If we only focus on the now, there is less to distract and less to disturb the calm.

The next time you’re on the phone or face-to-face with another individual, view that interaction as the most important thing at that moment. Treat them that way, and watch the communications flow better, the conversations end more quickly, and your emotions stay calmer.

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Stop Rolling Your Eyes – 5/7/19

Posted on May 7, 2019 in Customer Service Tip of the Week Please leave a comment

Most of our customer service tips offer advice and guidance. But advice and guidance is useless if the individual receiving it is not willing to listen, learn the theory behind it, and try to apply what they’ve heard or learned.

I’ve personally facilitated hundreds of training sessions with clients over the years, and it doesn’t happen terribly often, but sometimes I will notice an attendee rolling their eyes when I suggest something, or they’re saying something under their breath to the person sitting next to them. Often, I can tell by reading the body language or hearing a little bit of what was said that the point they’re making is “That wouldn’t work with our customers.”

Maybe what we’re suggesting wouldn’t work, since nothing works on 100% of the customers in 100% of the situations. But unless an individual employee has a perfect batting average in their encounters with customers, they can learn more. And even if they are “batting 1000,” the situations tomorrow, the customers tomorrow, the processes of tomorrow, and the technology of tomorrow will all be different, and that risk of striking out is back in play.

So, today’s Tip is not a specific technique. It’s not a specific how to. It’s a suggestion to listen when a co-worker suggests something. It’s a suggestion to be open to hearing a success story and spending a minute to think about how you can apply that to your daily work. It’s a suggestion to hear a technique and not dismiss it because your customers are different. Rather, consider how to apply the why behind the what to what’s unique about you, your company, and your customers.

Being open to learn and grow is one of the greatest assets you can have in this rapidly-changing world of customer service.

View every encounter with your leaders, your peers, your trainers, and your customers as an opportunity to listen and to learn.

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Should you tell the customer? The Employee’s Dilemma – 4/30/19

Posted on April 30, 2019 in Customer Service Tip of the Week Please leave a comment


Last week we looked at the dilemma that many companies face – When there is an issue that is going to happen, should they tell the customer? This week, let’s address that same question from the employee’s perspective.

I personally experience employees struggling with this question when I’m in the role of the consumer. I’m talking to the customer service representative, and they’re saying they can take care of something, but they’re not telling me how long it will take. They are talking to me about some additional options, but they are not letting me know how much they’ll cost. Sometimes it’s not even during a conversation when I experience this as a consumer. I go to a website I utilize often, and it has unexpectedly changed dramatically. I call to talk to my customer service representative, and they’ve left the company.

There was no communication about how long the process would take or the cost of the additional options. There was no advance notice that the website was changing or that my account representative was leaving.

This lack of communication could be caused by the employee not wanting to bring up an issue that may make the customer upset or result in a longer call. The employee may try to avoid conflict, or they may be evaluated on how long they spend on the phone. Maybe they don’t notify the customer of the new website or the exiting account representative because they themselves weren’t aware, or maybe they were aware but don’t think ahead and view situations through the eyes of the customer.

The reasons are varied, and while some of those reasons are not controllable by the employee, some are controllable. The employee can choose to talk about process steps and timing, or not. They could address the pricing of the different options, or not. They could give the customer a “head’s up” on the new web design or the fact that the account representative will be leaving, or not.

When deciding whether to be proactive and tell the customer about the issue or the change about to happen, start with this core question – What’s in the best interest of the customer?

It’s hard to fail in your role as someone seeking to serve and retain the customer by doing what’s in their best interest. Communicating the unwelcome news may be the tougher decision, but it’s usually the right decision.

Communicate in a way that addresses the best interest of your customer.

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