Customer Service Tip of the Week | Customer Service Solutions, Inc. - Page 134

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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

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

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Change Your Style on the Fly – 5/22/18

Posted on May 22, 2018 in Customer Service Tip of the Week Please leave a comment


I was talking to a client recently, and we discussed the importance of relationship-building in their position. So I asked, “How do you develop a relationship?”

The client offered several points, one in particular piqued my interest – she said: “I have to understand how I communicate, and I have to be open to communicating differently.”

Essentially, she conveyed that she had to be self-aware, and she had to be willing and able to tweak her communication style to best work with the customer.

Being able to recognize what works with each client, knowing how to change, and being willing to change your style of communication based on the situation or the individual involved is a high-level customer service skill.

You have to know when to slow down your pace of talk based on how the other person prefers to communicate and how well they are understanding what you’re saying. You have to know when to sit or stand, lean-in or sit back based on what makes them more comfortable or builds their confidence.

You have to be willing to pick up a phone and call somebody even though you prefer e-mail, or be willing to meet with someone even though you prefer not to make the drive. Sometimes they want to text even though you have an aversion to doing that in business.

This is not to say we have to change who we are in any way. This is to say that if we want to deliver a great experience and build relationships, we have to understand each unique customer and what about their experience with us builds their comfort and confidence level. And since some of those experiential characteristics are communication-related on our part, we need to make the refinements necessary to build that client relationship.

Learn when and how to change your style on the fly.

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What to do DURING a Bad Experience – 5/15/18

Posted on May 15, 2018 in Customer Service Tip of the Week Please leave a comment


After providing the final research report to a client recently, even though the report provided tremendous detail and a 10-page Executive Summary, the client asked that I cull down the key takeaways to a few bullet points. As I glanced back through the report, there was one exceptionally interesting finding.

As background, this research was for an event that takes place annually. One of our approaches to analysis is to look at the characteristics of last year’s respondents and their individual responses to the survey, then identify which of those attributes strongly correlated to renewal and attendance at this year’s event.

One of the strongest factors impacting renewal to this year’s event was Event-related Communications. Last year’s event was negatively impacted by the weather, and it was interesting that many of the respondents felt better about the overall experience if they felt better about Event-related Communications, and they felt worse about the overall experience if they were not satisfied with the Event-related Communications.

Essentially, when an organization has challenges, a particular event as issues, a product or service has poor quality or lacks timeliness, the importance of effective communication ramps up dramatically.

When things are going bad, it’s better to overcommunicate than under communicate. It’s better to be more proactive and provide information above and beyond about what the issues are, what the resolutions may be, and what timeframes are expected.

It’s not just a good thing to keep customers in the loop, but when significant issues arise, those communications are often the difference between a renewal and a cancellation, the difference between keeping a customer and sending them to a competitor, the difference between a repurchase and lost business.

When you look at your ongoing customer Touch Point Strategies, make sure that there are specific strategies in place that enhance customer communications when the experience goes bad.

Know what to do during a bad experience.

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Be Habitually Great at Customer Service – 5/8/18

Posted on May 8, 2018 in Customer Service Tip of the Week Please leave a comment


“It takes 21 days to form a habit.”

Actually, I don’t know if that’s true, but I’ve heard that statement many times. It’s based somewhat on the timeline, but it’s also based on the premise that habits can be formed simply by intentionally repeating the act. You make something second nature by making it a first priority for a period of time.

In customer service, we don’t always perform perfectly; some things we should do or say are not top-of-mind, not the way we were raised or trained. Therefore, we need to write them down, put a sign on our desk or door, a post-it on our computer or on the dashboard of our car, an e-mail reminder we send ourselves, a statement written on the white board, a note taped to the fridge.

However you remind yourself, however you keep something top-of-mind, use that vehicle to reinforce some desired action, and do it for – as they say – at least 21 days.

But what are those habits you want to form? Here’s a list of core customer service habits where we’ve seen employees lacking over the years:

  • Using the customer’s name frequently in conversation.
  • Talking with the customer – keeping them engaged – when you’re working on the computer or looking through files.
  • When they’re waiting onsite, touching base with them every 10-15 minutes with updates.
  • Telling the co-worker to whom you’re transferring the customer about the customer’s situation so that the customer doesn’t have to repeat themselves.
  • Ensuring you end the call or appointment or meeting confirming that the customer got their need met and understands next steps.
  • SMILING!
  • Thanking the customer multiple times during the encounter.
  • Responding to e-mails and voice mails no later than the next day.
  • Putting away your phone when you enter a meeting or you’re on a call.
  • Looking away from your computer when you initially engage the customer.

 
While some of these may sound basic, rarely will you find employees who consistently do these activities in their customer encounters. That’s because they are not yet habits. To be great at customer service, you have to at least be really good…consistently!

Be Habitually Great at Customer Service.

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