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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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Explain without Over Explaining – 2/10/26

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

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 imparting everything we know causes more harm than good.

Interpreting the Presentation

I have a client who recently asked that I take a look at a draft presentation they were preparing to deliver to their audience.  It was going to describe their department and how it was organized, the different areas represented and their roles and responsibilities.

As we walked through the 21-slide presentation slide by slide, what they were conveying on each slide became clear only after a bit of Q&A between us.  Each slide was either confusing or too detailed or too full of jargon.

When we reached Slide 20, there were 4 bullet points – 1 point representing each of the 4 areas within the department.  Finally, on Slide 20, I understood.  I got the full picture based on 4 simple points, when I hadn’t gotten the full picture based on the prior 19 slides.

“Why don’t we start with this slide,” I said, “and then if the other slides are necessary, they’re just building on the information you conveyed at the beginning.”

Starting Broadly, Getting into Details Only if Necessary

Our conversations with customers can go similarly.  We have so much to share, but what they really need to know are 3 or 4 key points, 3 or 4 key steps.  Explaining something to the customer doesn’t mean explaining everything to the customer.

Describe the core of the process or the steps or the answers.  Then, if needed, get into the “19 slides” of detail.

Explain without over explaining.

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Look for a Stop Sign – 2/3/26

Posted on February 3, 2026 in Customer Service Tip of the Week Please leave a comment

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.  And sometimes if you’re really watching the customer – their behaviors, their expressions – you can read their signs, and sometimes the signs say STOP.  They say PAUSE.  They say LET THEM TALK.

When you’re sharing something with the customer or you’re talking to them, and they are flipping through their paperwork or scrolling the phone for some information, they’re not paying attention.  That’s a Stop Sign.

When they look at the clock or their watch, or their eye contact strays elsewhere, that’s a Stop Sign.

When you can tell they’re trying to talk or convey some information or physically moving in such a way that they’re about to burst unless they get their turn to speak, that’s a Stop Sign.

When the brow gets furrowed, like they’ve just been asked to lay out a blueprint for World Peace or provide the algorithm that Google uses to prioritize web searches, they may be unclear or confused.  That’s a Stop Sign.

At this point, it’s not about what we’re saying, it’s about how we’re listening to their body language.  It’s how we’re focused on how they’re receiving or not receiving our message, how they’re paying or not paying attention.

Sometimes the best thing to do in a conversation with a customer is to know when to stop speaking and ask them about their thoughts, or ask if they have something to share, or ask if anything is unclear.

 Look for a Stop Sign.

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When They Want the Supervisor – 1/27/26

Posted on January 27, 2026 in Customer Service Tip of the Week Please leave a comment

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 go up the ladder.

Different organizations have different protocols for handling these situations, and they often involve wanting you to handle this on your own – to do whatever you can to avoid the escalation.

But sometimes, despite your best efforts (or the customer just being obstinate), you have no choice.  Now let me throw in a wrinkle.  Your supervisor’s not available at that moment.  What do you do?

No Supervisor?  No Problem

First, explain the issue with the supervisor availability, offer some empathy with your not being able to give them the exact person they want to talk to at that moment.  But let them know you want to do the best you can to help them.

Second, if you haven’t done so already, clarify the rationale for the request.  What is their issue?  What is their goal?

Third, confirm your understanding of what they’ve shared.

Finally, share an alternative…or two!  Offer another party that they could speak with; offer to have the supervisor contact them back at a time when the customer is likely to be available.

Why Use this Process

This process helps you defuse the situation, which could get even worse once they realize the supervisor is not available.  You get the details you need to pass on to whomever is going to address this next.  You provide some empathy and understanding so that they know they’re being heard and that the information they’re giving you won’t have to be repeated to the person they talk to next. 

Then, by coming up with an alternative or two to consider, you’re actually putting the choice in their hands.  You’re giving them some control.  Yes, that can be risky, but you’re giving them control over a decision where you have provided options that you know are doable.

When they want the unavailable supervisor: Defuse, get details, empathize, and give them some control.

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