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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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How to Give the Right Kind of “No” – 5/28/19

Posted on May 28, 2019 in Customer Service Tip of the Week Please leave a comment


In a perfect world, you never need to say “No” to the customer. But as we all know, this is not a perfect world. There are a lot of issues in the world, and there are a lot of issues in customer service. Our companies are not perfect, our co-workers are not perfect, and our solutions to customer issues are rarely perfect.

The customer wants you to fix their issue or address their need, and often they are telling you HOW you should fix that issue or address that need. Frequently, their solutions won’t work. You can’t always waive a policy, change a process, or do something in 5 minutes that takes 5 days. You have to say No.

But there are ways to say No that are giving the right kind of No. Here are 3 quick steps to consider:

Convey Why the No: Before you say No to their solution, make sure they understand WHY their idea won’t work. In a professional way, explain the rationale so they understand it’s not a matter of you being obstinate. There’s an objectivity to your response.

Link Your Solution to Their Goal: They may suggest a certain process, but what is their goal? They may want something done, but what is their goal? They may say they want it in 5 minutes, but what is their goal? Their goal may be having a great event, getting a remedy before they hold a meeting, having a working product, getting financing for a house, or feeling better. If you can understand their desired outcome and get them to think about the goal instead of the solution, then you can link your solution to their goal.

Offer the Options: Finally, suggest alternatives that achieve their goal. Particularly if you can offer more than one solution, it gives them some control over deciding the next step. Even if there’s only one solution, by attaching it to their goal, they’re envisioning the eventual success.

Taking this approach will keep the temperature of the conversation low, put you in control, and lead to more productive and positive conversations.

Give the right kind of “No” response.

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Employee Runs for a Dog Run – 3/12/19

Posted on March 12, 2019 in Customer Service Tip of the Week Please leave a comment


I was never a Boy Scout. I mean in the literal sense, but also somewhat in the figurative sense, but I digress. After years of telling myself that I needed something to help my dog get exercise outside without worrying about him trying to dig under a fence and escape, a friend gave me the idea of creating a dog run.

Essentially, you tie a wire between 2 trees, and then you hook a long leash to the wire so that the dog can run around out back even if you’re not out with him so that you won’t worry about him running off.

The more YouTube videos I watched, the more excited I got about the prospect of creating a dog run. Also, the more YouTube videos I watched, the more clear it became that I never learned how to tie a good knot like I would have if I had been a Boy Scout.

So, I went to the local hardware store and decided to claim my own ignorance. I laid out my plan to an employee, and the gentlemen listened to me, he helped me to concoct an approach to constructing the dog run. Piece by piece, we discussed the wire, the long leash, how to secure the wire to the tree in a way that wouldn’t hurt the tree, etc.

He was patient, seemed interested, and gave me multiple options to consider. It was a huge help, I thanked him, and I walked away toward another section of the store to look for one other item I needed before checking out.

About 2 minutes later, on the exact opposite side of the store, the employee came running toward me. After I had left his section, he had continued to give my project some thought, and he realized that I needed a hook not only for what would attach the long leash to the wire but also one that would attach the other end of the long leash to my dog’s collar. That would’ve been a pretty frustrating project if I had set everything up perfectly but had no way to attach the lease to my dog’s collar – YIKES!

I went to the hardware store knowing what I wanted to accomplish, and I was engaged by an employee who seemed interested in my project, gave me options, and actually ran after me to ensure I had everything I needed.

Sometimes it’s nice just to be able to tell a good customer service story.

Be that employee willing to run after a customer to give them some extra help.

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Retain through Responsiveness – 1/15/19

Posted on January 15, 2019 in Customer Service Tip of the Week Please leave a comment


In a recent Bloomberg article about online retailers, there’s a story about a women’s cosmetics customer who used an online app to order some items. She waited weeks for the delivery after it was shipped to the wrong address, and she had great difficulty in getting the issue resolved. She didn’t report the issue on any social media site. She didn’t yell at the employees she contacted. She simply took her business elsewhere.

She said “You have to make customers as happy as you can because there are so many options out there. What’s going to stop them from going somewhere else?”

That’s a great question! What could keep your customers from going elsewhere? The short answer is “nothing,” but that’s not necessarily the accurate answer.

By saying that there’s nothing you can do, you’re effectively saying that you have no control over those things that impact the customer’s decision. And that’s just not true. In the vast majority of cases, you and your organization have strong abilities to influence those factors that impact the customer’s decision to stay or to go.

In this case, the customer left because the company was not responsive. They were difficult to get in touch with online. When she switched from the online attempts at customer service to the telephone attempts, it was not a smooth transition. The lack of responsiveness in rectifying her issue pushed her away.

Many of those things are within your control or at least within the company’s control. You and your organization are the ones who identify the process of investigating issues. You all are the ones who can offer some kind of compensation or alternative solution. You are the ones that empathize and convey in your tone and your actions that you care about the customer and are truly sorry for the inconvenience and the issue. You and the organization are the ones who help to make this person believe that the issue that happened in the past won’t happen again.

Take ownership over whether your customers decide to stay or decide to leave for a competitor.

Look at your complaint resolution attitudes and actions; observe your service recovery approaches. Look at the speed with which you and others in the organization respond to the problems your internal reporting identify or your external customers conveyed through their complaints.

Retain more customers by more quickly responding to their issues.

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