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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

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

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Unleash Your Persuasiveness – 7/31/18

Posted on July 31, 2018 in Customer Service Tip of the Week Please leave a comment


Sometimes the facts are not enough. The customer is irate, or they don’t like the alternative you’re suggesting. You need them to do something, and they want you to do it. They need to do options A or B, and they want to select imaginary option Z.

You need to persuade them so that the right choice or a reasonable choice or the best choice for them is the one they select. So how do you unleash your persuasiveness?

Here are four (4) key points of consideration:

  • Identify what’s in it for them, or how it would benefit them. Then reference this in the conversation. The customer is more easily persuaded to take a certain action if they understand the benefit to them of taking that action. Instead of purely understanding what needs to be done and understanding why it’s beneficial to you or your organization, use a little empathy to understand what’s in it for them.
  • Model positive behaviors – nods, eye contact, smiles. Persuasion is not just about the words you use. Persuasion is something where they are feeling the positive energy associated with the option you’re promoting. They feel the confidence that you have not only in what you say but how you’re saying it. They feel a level of sincerity in the message you’re sending. You do this with your body language and tone of voice as much as you do it with your words.
  • Build their confidence by sharing successful experiences in a simple/relatable way. Let them know you’ve done this successfully with others. Oftentimes, customers come into situations with one solution in mind, and if that solution is not the one you’re suggesting, they need to be able to envision a successful outcome clearly like they’ve already envisioned that outcome using their own solution. So talk about other customers that have successfully utilized this option; talk about clients similar to them where this has worked well. Keep it simple, and make sure they can relate to the examples of success you provide.
  • Uncover their concerns with the potential solution/alternative. In the end, what you’re really doing is overcoming their fears and concerns about the option that you’re providing. So ask them why they would prefer a certain option. Ask them what in particular is causing them to hesitate about selecting a particular alternative. The more you can uncover the specific concerns, the better you can address them.

 

Unleash your innate persuasiveness!

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Vive La Différence! – 7/24/18

Posted on July 24, 2018 in Customer Service Tip of the Week Please leave a comment


Even though my last name is French, I don’t speak French. So despite this Tip’s title, this Tip will definitely be written in English. This Tip is about understanding differences and benefiting from those differences. Here are some scenarios for you to consider…

There’s a difference between walking to a customer in a waiting room and sitting in the chair next to them to give them an update as opposed to hovering over them as you share the information.

There’s a difference in making eye contact with a customer waiting in line, smiling, and saying “Yes, I’d be happy to help you now” as opposed to yelling out “Next!” while your head is looking down at the computer.

There’s a difference between standing up and coming around to the side of the counter to engage the customer versus remaining in your chair and waiting for them to ask for help.

There’s a difference between walking up to somebody who enters a room and extending your hand to shake theirs as opposed to remaining where you are with your arms crossed or your eyes fixed on your phone.

There’s a difference between turning your computer monitor so the customer can see what you’re doing and pointing out items on the screen versus just staring at it intently on your own while your customer waits for you to ask the next question.

There’s a difference between an employee pulling up information on their phone or laptop and showing you the pricing or the inventory or the product specs versus the employee finding the information and simply telling you.

These are all examples of differences in employee behavior in face-to-face situations. Whereas the answer or the product or the service or the solution may oftentimes be the same, the first example in each one of these scenarios results in a far more positive customer experience. Those first examples show more engaged employees, more pleasant environments, more proactive actions, and more customer-focused approaches.

When you’re thinking about how to handle certain situations, share information, or make that great first impression, remember there’s more than one way to handle that encounter.

Vive La Différence!

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It’s Their First Time – 7/17/18

Posted on July 17, 2018 in Customer Service Tip of the Week Please leave a comment


You’ve provided this service to hundreds of customers. You’ve dealt with this issue 50 times. You sold this product or held this meeting or done this paperwork or worked through this process so many times you can do it in your sleep. For the customer, however, it’s their first time.

It could literally be their first time buying this product or asking this question or having this issue. Maybe they’ve run into it once or twice before in their lives; regardless, it’s a good mindset for all of us service providers to have that we need to treat the situation like it’s their first time. If this was a brand new customer walking in the door, how would you want to handle this situation differently?

  • You may want to be more patient, because they may have lots of questions.
  • You may need to introduce yourself and tell a little bit about the company, because this may be their first exposure to you or your organization.
  • You may want to start from the beginning about how things work, not making assumptions about what they may already know.
  • You may want to welcome them and be appreciative for their making the decision to invest their time and money in your organization, so they feel like their business is valued.
  • You may be more likely to want to give them handouts or show them specific pages on a website, because they are probably receiving so much information they can’t remember everything only given to them verbally.
  • You may want to confirm they understand what you’re saying, what expectations you’re setting, what it is that you are to do versus they are to do.
  • You might explain what’s going to happen next in the process, because they’ve never experienced your process before today.

 

When you view your encounters through the lens of a new customer – one who is there for the first time – many ideas can pop to mind about how you might handle that situation differently to make sure they are as comfortable and confident as possible with you and your organization.

Do this exercise on your own or include co-workers. Ask “What would we do differently if we knew this was the customer’s first time?” Then start to build your standards for engaging customers, the information you provide and how you provide it, and the time you allocate to customer engagement around what would create the best experience possible for everyone.

View your customer encounters like it’s their first time.

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