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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

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

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Customer for Life – The First Step – 3/5/19

Posted on March 5, 2019 in Customer Service Tip of the Week Please leave a comment


This should be the goal, right? That our clients today will be our clients tomorrow and well into the future. That their loyalty grows, their business with us grows, their referrals grow, and it is all part of a relationship that grows and develops over time.

But what’s the First Step? To answer this question, think about the first step in developing a relationship with anyone – a friend, a co-worker, or anybody else that pops to mind. If the goal is to have a relationship with somebody, we’re not talking about JUST what to do in that instance or that one encounter. We’re talking about how to begin the process of communication and conversation that is going to occur over time. It’s about going beneath the surface to go from chit-chat to rapport to relationship.

Regardless of what event or phone call, what meeting or issue or question created this first encounter, the first real step in creating the customer for life, creating that relationship, is beginning to know the other person.

Who are they? What do they care about? What are their priorities? Who are their friends and family members? Even, what are their values or those things that factor into their decisions?

When you’re thinking about creating that customer for life, before you ever engage anybody, identify what are those things you really want to and need to know about the other person to form a relationship. Write those questions down.

Make some of them a part of every engagement, where you’re not just reacting to them or sharing information with them, but your inquisitiveness and your questions convey that you care enough about them to get to know them a little bit better every time you communicate.

To create a customer for life, take the first step. Know what you need to know.

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Retrain Your Brain – 2/26/19

Posted on February 26, 2019 in Customer Service Tip of the Week Please leave a comment


Admit it. You thought about it. You thought:

Why in the world did the customer try to assemble that before reading the instructions? Why would they drive all the way down here instead of just checking the website? Why would they go through the drive-thru when they can deposit using their phone? Is this customer crazy? I’ve told them 3 times what they need to do to buy this ticket, and they still can’t figure it out!

Sometimes our customers seem crazy. Sometimes they don’t seem like the sharpest tool in the shed. Sometimes what they do or don’t do makes little sense to us. But the reason why we feel that way is often based on looking at things through our lens instead of their lens. Maybe it’s our hundreds and hundreds of similar experiences with similar customers that can leave us jaded, with a negative perspective of our customers.

To deliver a positive customer service experience, we need to have a positive mindset of our customers. But how do we reframe our mental picture of the customer? How do we retrain our brains to look at them and their situations differently?

Creating a Positive Habit
If it takes 21 days for something to become a habit, then we’re going to give you some intentional questions to ask yourself day after day if you find yourself rolling your eyes about your customers or viewing them in a negative light:

  • Instead of focusing on what the customer did wrong, ask yourself: What did the customer do right?
  • Instead of thinking a process is so simple, ask yourself: Was this a piece of cake the first time it was explained to me?
  • Instead of getting frustrated for having to explain steps multiple times, stop and ask yourself: Can the customer explain this to me? By asking the customer to walk you through the steps this time, you can figure out what they understand and what they don’t understand.

 

These are the 3 questions to ask yourself when you feel that frustration boiling or those eyes rolling: What did the customer do right? Was this a piece of cake the first time it was explained to me? Can the customer explain this to me?

What you’re doing with these 3 simple questions is you’re (1) Thinking about something positive the customer has done (2) Trying to be a little empathetic, and (3) Better understanding your customer by becoming more of a listener, less of a talker.

Retrain your brain to reframe your picture of your customers.

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Look Up, or Look Out! – 2/19/19

Posted on February 19, 2019 in Customer Service Tip of the Week Please leave a comment


The clerk called out “next in line!”, and Frannie went to the counter. “Can I have your name?,” the employee asked, but she stared at her computer screen while asking. Frannie stated her name, the time of her appointment, and noted the reason for the appointment.

Staring at the screen, the clerk confirmed the insurance was still valid and the address was still the same. After Frannie confirmed, the representative, still staring at the computer screen said “feel free to have a seat over there in the lobby.” So, Frannie went over to the lobby, and she sat down.

This is similar to interactions that happen millions of times every day at American businesses, and this is emblematic of interactions that happen millions of times every day which are NOT GOOD.

The only semblance of eye contact was when the clerk looked toward the line 20 feet away and yelled “next in line!” The clerk was dutifully doing her job, entering or confirming the right data. She got the facts right, she completed the transaction, and she told the customer where to go!

Frannie, meanwhile, was a proverbial cog in the assembly line. She was moved from place to place to place with all the warmth and attention and appreciation that one would expect from a conveyor belt.

After Frannie sat in the waiting area, she looked around and noticed that there were 4 different waiting areas with small signs to signify waiting areas A, B, C, and D. She assumed she was in the right area, but it was unclear to her. She was a tiny bit confused and a little bit irritated at the lack of anything positive. The longer she waited – 5, 10, 15 minutes past her appointment time – the more irritated she got. She also wondered if she was in the right waiting area. She saw patient after patient who checked in after her get called ahead of her.

She was getting hot, frustrated, and her question about the delay was turning into a complaint about the experience. Before her emotions got the better of her, her name was called.

The whole time, Frannie kept thinking that if the clerk had only looked up during the conversation, made eye contact a few times, smiled, and been more clear about the potential wait time and about the location of the waiting room, expectations that Frannie had would’ve been more reasonable; her perception of the experience would have been much more positive.

When you’re face-to-face with the customer, no matter how important that computer screen is or that paperwork may be, look up, or look out!

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