Customer Service Tip of the Week

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The Art of the Successful Script - 10/20/26


You’re the customer.  You go to the store, and they ask if you have a loyalty card.  You call the doctor’s office, and they ask for your birth date.   You walk up to the counter, and they ask if you found everything you were looking for. These are all valid Read more

The Key Building Block for Your Customer Relationship - 10/13/26


An automotive manufacturer gets supplies for their vehicles from all over the world.  They have arrangements, service level agreements, expectations for timing and quality of all the parts.  And when they gather all these supplies, they assemble the cars.  They test the cars.  Then they take pictures of those Read more

Be Flexible to Fill the Gaps - 10/6/26


The non-profit has the expected challenges.  There are only 3 people in the organization, yet, they have the same responsibilities of a larger company.  They have to do finance, sales, marketing; they deliver their services to the community, and they need to keep a pulse on what’s going on Read more

Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

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Bank on Higher Level Service – 9/25/18

Posted on September 25, 2018 in Customer Service Tip of the Week Please leave a comment


In the recent Bloomberg article “Some banks are giving tellers more to do and better pay,” a Goldman Sachs survey is highlighted. It notes how more and more people are going to digital means to find answers to questions through self-service, and then they go to tellers or a branch if they can’t find the answer. Essentially, the article talks about how so many of the more common questions and inquiries are addressed without ever going to a human being.

So, what does this mean for the frontline staff?

Employees Deal with More Complexity
It means that when staff get questions, those questions are typically more complex. Therefore, they need to be well-versed in higher-level issues and challenges and with software applications that might not have anything to do with their own business. Maybe it’s a Venmo request, but they’re calling a bank that has nothing directly to do with Venmo. Maybe it’s a PayPal question, but their bank has no formal relationship with PayPal.

Customers Already Invested Time
Another consideration is that, if the customer didn’t find the answer to their question via the self-service methods, then they’ve already gone through a process and spent time on an issue before they ever get to a person. Therefore, they have already invested time and energy, and their patience may be waning. There may be more of a sense of urgency in their request.

Customers are Frustrated with the Lack of Results
Third, since they attempted to do this on their own and they could not, they might have a greater likelihood of being frustrated when the conversation starts. They’ve already made the attempt and not found the answer. So these frontline employees are being asked higher-level questions about other sources of information or other services that might not relate directly to their company. They are dealing with customers who have already invested time and energy, dealing with customers who may be frustrated with the lack of results from that expenditure of time and energy.

When you’re on the phone with the caller today as opposed to even 10 years ago, make sure you’re aware of those other features and functions and sources of information that your customer may go to first. Make sure you know the higher-level answers and have the patience to deal with folks who might have a sense of urgency because they’ve already spent time looking elsewhere. And make sure you understand that people might be upset with something that has nothing to do with you – maybe it’s a lack of an answer from another source – but now they’re not only coming to you with a higher-level need, they’re coming to you with a little bit of frustration as well.

In this digital world, have a sense for what the customer has gone through as a part of even getting you on the phone, because oftentimes you’re not the first source; yet, you’re dealing with a customer and the emotional baggage that their encounter with that first source left behind.

Bank on Higher Level Service.

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Relate – 9/18/18

Posted on September 18, 2018 in Customer Service Tip of the Week Please leave a comment


People tend to be drawn to people that they can relate to in life. Steph Curry is not 6 feet 8 inches and 260 pounds, built like granite. He’s about 6 foot 3 inches, but on a basketball court he looks kind of like a guy who you might work with or someone you might see grabbing a burger in a low-key restaurant. He is the most popular basketball player in the WORLD among Millennials, and people can relate to him.

When we are interacting with a customer or a co-worker, it’s not necessarily our goal for that other person to like us. We can’t control their feelings or their perspectives, but it often helps the tone of the conversation, the dialogue, the flow, the patience the other person exhibits if they feel like they can relate to you.

If they are booking a trip, and you have gone to that location before, that’s a point of relating. If they are walking their dogs in the home improvement store and you enjoy pets, that’s a point of relating. If they call you on the phone and you recognize the area code as something familiar, that’s a point of relating. If they talk about their kids or their cat or their home or what excites them or their concerns, those are all points of relating.

Now here’s the key. Address those points of relating in the conversation with the customer. Don’t just notice the location of the trip or the dog or the area code; bring it up in conversation. Don’t just let that comment about the kids or the cat or the home or what excites them pass you by. Bring it up in the conversation. Don’t let those little commonalities of life pass by like a stranger on the street. Take the time to highlight them, and take the time to relate to the other person.

It creates a different tone. It can make the encounter more enjoyable. It may even engender a little bit of goodwill and patience.

Relate.

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Dealing with the Issue of Blaming – 9/11/18

Posted on September 11, 2018 in Customer Service Tip of the Week Please leave a comment


He who cannot dance claims the floor is uneven.

A bad workman blames his tools.

Blame is like the lightning; it hits the highest.

Let’s talk about blame. Often in the world of customer service, we are responding to an issue or a complaint, and usually there is a cause for that complaint. Highlighting the cause, if done incorrectly, often includes blame. But we need to understand what blame does and does not do.

Blame does not move someone closer to a resolution. Blame does not build rapport and relationships. Blame does not keep the issue from arising again. Blame does not keep the conversation in an even and professional tone. Blame does not allow for acceptance of personal responsibility by the “blamer.”

Instead, blame can be like the lightning. It can cause the damage. It can make a loud noise. It can create an adversarial situation or adversaries. It can cause us to look at others or at other things to identify what they did wrong instead of looking at ourselves for what we could do differently next time.

In other words, blame doesn’t really get us anywhere. And when you are in a difficult situation with a customer or a coworker, you need to get SOMEWHERE. You need to find some common ground. You need to figure out how to move forward. You need to find some kind of a solution or some kind of a way to a next step. You need to figure out how to maintain or build a relationship.

When dealing with difficulties with others, avoid blame. Don’t blame the tools or the dance floor.

Look for positive and productive ways to move forward.

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