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Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

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

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Get Your Guru On – 8/25/20

Posted on August 25, 2020 in Customer Service Tip of the Week Please leave a comment

You may have heard of management gurus – these people who seemed to know all and be all, to have the wisdom of 1000 leaders.  Maybe you’ve heard it in your industry as a guru in sports psychology or the master of economics or sociology or human behavior.

And so you don’t roll your eyes at the thought of you being a guru, it’s always helpful to understand the origin of the word.  Upanishads in 10th century to 6th century BC said “The syllable ‘gu’ means darkness, the syllable ‘ru’ means dispeller; he is therefore called a ‘guru’ because he dispels darkness.”

I really like this definition – it goes away from the modern interpretation that gurus are far more brilliant than any of us could ever imagine being, that they are somehow superior intellectually to others.

The Situations with Darkness

With Upanishads’ definition in mind, how can we become gurus in our respective jobs?  The definition talks about gurus being people who can dispel darkness.  So to be a guru, you don’t have to have knowledge far exceeding others.  You just have to have a given situation where you can dispel darkness.

Maybe it’s dealing with the sports fan who is unsure whether to invest in tickets for games this year.  You could be dealing with the local contractor who is struggling with tasks he’s done 100 times because he’s so overwhelmed by economic concerns.  You could be dealing with a patient or a family member whose anxiety and fear of the unknown is understandably high.

How to Bring Light

Einstein once said that darkness is an absence of light, so how can you bring light in these situations?

You bring it in by listening to the other person.  You bring it in by truly trying to understand what they’re going through, even if you’re not going through it yourself.  You try to identify what is causing that darkness and see if there are some solutions that can be brought to light.  You try to bring some lightness in tone to the situation – often people are so concerned and burdened that just the positive/pleasant/upbeat tone and some levity, appropriately delivered, can bring light in the situation.

Being a guru can mean dispelling darkness.  It can be you enlightening them on new information.  It can be you bringing to light something that’s unknown to them, that may work for them.  It can be you being light at times in the tone you take.

To truly be a guru, understand what could be causing their darkness and dispel it by enlightening them, bringing solutions to light, and bringing a lighter tone whenever possible.

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Whether You Believe You Can Do a Thing or Not, You Are Right – 8/18/20

Posted on August 18, 2020 in Customer Service Tip of the Week Please leave a comment

This is a famous Henry Ford quote, and the quote is all about self-belief, all about confidence.

We’ve often spoken about the need to be confident and how to gain confidence, because that confidence – or the lack thereof – is imparted on the customer.

But how does a customer tell if you’re confident?  And why is that important?

As a customer, I’ve been in a situation far too many times when I’m seeking guidance or input.  I’m trying to understand the process or I’m trying to understand a deadline.   If I know the process and the deadline, if I know how they’re going to get to the answer or how they’re going to fix this product issue, my expectations get set.  I have a game plan.  And where there is no game plan, often there is anxiety or worry.

You don’t want your customers feeling anxiety or worry.  And if that anxiety or worry comes from you, then it is attached to your company, and the perception of you and the company is lessened.

As a customer, when I sense that lack of confidence, I’m sensing it because there are long unexplained pauses before answers.  Because there’s a lot of “I don’t know” without a lot of “I’ll find out.”  Because they never say that they can answer that for me or help me with that.  Because I’m put on hold without being told why or am transferred without being told to whom.  Because the voice wavers and there’s a lot of “ummm” and “hmmm.”

So much of that perceived lack of confidence comes from things employees do that they should simply eliminate.

Eliminate the long pauses – keep the conversation going.  Don’t say “I don’t know” unless you follow that up with “I’ll find out.”  If you want to help, don’t avoid saying that you want to or you can help.  Don’t put people on hold or transfer them without letting them know to whom and why.  Don’t provide the unnecessary “ummm” and “hmmm.”

Sometimes saying less conveys more confidence.

Convey your self-belief – your confidence – to your customer.

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Grind it out Today for a Better Tomorrow – 8/11/20

Posted on August 11, 2020 in Customer Service Tip of the Week Please leave a comment

It’s been said that You Learn Perseverance by Persevering.  You are becoming mentally tougher right now.  The pain and the difficulties and the change today are making you stronger for dealing with the uncertainties of tomorrow.

We’re all having to be more flexible.  We are all facing less consistency, less predictability.  Work processes are different.  Customers are different.  Expectations of us are different.  Communications with teammates are different.  And for many, our personal lives and those of our loved ones are very different.

In the future, when we look back on today, we may remember all the difficulties.  We might not remember all the positives, but we will be stronger in the future.  We will be better equipped to deal with the difficulties that come next.  And though work…and life will be difficult again, we will be more prepared – mentally, physically, spiritually – to get through those tomorrows because we got through these todays.

You are building wisdom, strengthening your character, and having experiences that will guide your future decision-making and your direction.  Maybe there are a lot of small defeats today, and maybe some big defeats today, but they can be stepping stones to big joys and victories tomorrow.

So, grind it out today, this hour, this minute.  Persevering through today’s challenges is a victory in itself.  Tomorrow will be there tomorrow; no use worrying about it today.

Persevere through this day.

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