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When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

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

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Slowing Down the Fast Talker – 3/24/26

Posted on March 24, 2026 in Customer Service Tip of the Week Please leave a comment

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 solutions.

He was especially happy to engage a fast-talking customer, because he could identify that one key word more quickly.

The Issue with his Approach to Problem-Solving

In theory, a fast-talking customer may be conducive to accessing a lot of information and wrapping up the conversation quickly, but it might NOT be conducive to wrapping up the issue correctly.

Jeffrey found that finding that one word led to assumptions about other key poinsts, and he would go down the wrong path only to have to do some rework or engage the customer multiple times to rectify what was truly the problem.

So, he devised his own methodology.  He took this non-stop or fast talker, and he came up with a way to slow down the customer.  Jeffrey realized that – to fully help the other person – he needed to understand the situation and its uniqueness.  And having a customer that was pinballing all over the place when describing what was going on wasn’t helping either of them to get to the right answer.

The Solutions He Developed

Jeffrey learned to interrupt politely and professionally: “I’m sorry to interrupt.  I just want to make sure I’m understanding exactly what you’re saying.  Is it OK if I ask you a couple quick questions?”

Jeffrey learned to clarify key points: “Just so I’m clear, did you say that that transaction happened in person or on the website?  Was that two weeks ago or last week?”

Jeffrey learned to summarize key points: “My understanding of what you just said is that the return was made last Tuesday, you were supposed to get a notification and never did, and you haven’t received the refund on your account at this point.  Did I understand those points correctly?”

In dealing with the fast talker, use these techniques when you need to slow them down.

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Don’t Bury the Lede – 3/17/26

Posted on March 17, 2026 in Customer Service Tip of the Week Please leave a comment

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 e-mail with the Subject “Water outage is fixed.” It was a long e-mail, but the Subject seemed to say it all, so she went back to her work.  When Mary got home and got a snack, she brought a glass to the kitchen faucet to get a drink of water.  Out of that faucet came some of the most disgusting looking and smelling brown water you’ve ever unexpectedly seen sputtering out of a faucet.  Nasty!

After the initial shock, it clicked with her that this was probably because of the water outage and whatever work they were doing to fix the pipes. So, she let the water run in the sink for about 5 minutes, but it still wasn’t clear and still smelled pretty bad.  She called the utility’s information center, but they were closed for the day.

Frustrated, she got something else to drink, made a quick dinner, and watched TV.  After dinner, she went back to the e-mail to see if there was some other way she could get in touch with somebody to let them know about the water quality issue.

Going Back to the Notification

She started reading the e-mail, going through paragraph after paragraph, and all of a sudden she read that the water could be brown after a repair such as this, and she needed to use a high-volume outlet – like either run the garden hose or run water in the bathtub – to get a lot of water cleared out of the pipes quickly so that water quality could get back to normal.

The information she needed was in the e-mail, but it was buried late in the message.  It wasn’t highlighted; there was no bolded header.

Highlighting the Points Most Important to the Customer

What could the utility have done better in this situation?  It could have realized that what was most important to the customer was having water quality and knowing her part to get clean water again.  The organization could have highlighted those points up front instead of expecting the customer to read through several paragraphs to see if there was anything important they needed to know or do.

When something is important to convey, don’t assume the customer’s going to read every detail.  Put the pertinent information up front.

Don’t bury the Lede.

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Confirm the Real Issue Before You Start Solving – 3/10/26

Posted on March 10, 2026 in Customer Service Tip of the Week Please leave a comment

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 energy.  In customer service, sometimes that extensive effort is needed, but sometimes it’s not.

Since effort is required to get at the answer, we want to avoid going down that rabbit hole whenever possible.  And if we need to dive in, let’s ensure we’re at least going down the right rabbit hole to help the customer.

They had a poor experience at your office, but what aspect of the experience turned them off?  Was it the people or the process or the layout or the temperature in the room?

They had issues with your website, but what were the types of issues that they encountered, and what device were they using to access the website?

They had a question about the status of their application, but are they concerned with: Estimated time to resolve, or whether their application was received, or who had it, or what stage it was in the process?

For each of these examples, we could make the assumption for what the issue was, at the office, with the website, with their application.  And we could go down a rabbit hole of investigation that didn’t address their core need.

Or…we could ask a few clarifying questions to make sure we knew exactly what they were seeking or curious about.  Then, we could confirm the real issue before we determined how to get them an answer.  We could know whether we really needed to go down a rabbit hole, and – if so – which one to jump into.

Before you start solving, confirm the real issue.

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