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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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Words of Encouragement – From You and For You – 8/8/17

Posted on August 8, 2017 in Customer Service Tip of the Week Please leave a comment


Comfort and Confidence. These are qualities you want to build in your customers. Their comfort level in working with your organization. Their confidence in you and your business.

And these are qualities staff generally want as well – to be comfortable and confident. When I note that employees want to be comfortable, I’m not saying comfort to the point of being unchallenged or apathetic. I’m saying comfortable enough in the environment where they can be open in sharing their views and ideas, and be open to hearing the perspectives of others as well.

It’s best to have comfortable and confident customers and co-workers because trust is more easily created, relationships are more fully developed, and loyalty is more easily engendered.

So let’s address how to build comfort and confidence by simply being encouraging of others. You could tell customers:

  • You completed the first step in the registration process – good job!
  • You did everything right so far! We just have one more step.
  • You asked excellent questions or That’s a great question!
  • You’re making great progress.
  • You’re definitely doing your part.
  • You called the right number.

For co-workers, you could say:

  • You’re always so organized.
  • You made this process so easy for me.
  • Thanks for being so responsive.
  • Your preparation made the process flow very smoothly.
  • I love how you handled that situation.
  • Great job on the report!

Why are we talking about words of encouragement? Because they convey appreciation, and they also reinforce positive words and actions of the person you’re speaking with – words and actions you’d like to see repeated. So those words of encouragement actually help you as well. Your encouragement creates an environment where the other person is more comfortable and confident that what they did (those words and actions that made YOUR life a little better) is something they should do again.

Offer Words of Encouragement to help others build comfort and confidence.

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Make Complaints Constructive – 7/18/17

Posted on July 18, 2017 in Customer Service Tip of the Week Please leave a comment


Sandy aspires to be an excellent manager. She’s new to a leadership role and new to the organization. She’s come into her department with a ton of passion and energy. And now she’s in the middle of her “listening tour” – talking to different groups of employees, understanding the department’s history, its culture, and its approach to customer service.

In the middle of her third meeting, all her passion and energy started to get sapped – minute by minute, complaint by complaint. She was listening to staff, but it had turned into a gripe session. Literally nothing she was hearing was positive. Issue after issue was voiced. Sandy thought about asking – “What is something/ANYTHING positive going on in the department?”, but she didn’t want to have her staff feel like they couldn’t voice complaints to her or that she only wanted to hear positives.

So she asked a different question: What are some solutions to the issues we’re discussing?

Crickets. Nobody said a word, for 5 seconds, then 15, then 30.

Sandy gave into the silence and said: For example, what can be done differently, more consistently, or better relating to communications, planning, decision-making, relationship-building – just the general work environment?

And finally, people started offering ideas – not a ton of ideas, but it changed the dynamic of the conversation. The tone became less negative, and staff offered some great solutions to consider.

There are many lessons to learn from this, but let’s focus on two.

First, managers, listen to your staff. Communication is a 2-way street, and that bi-directional dialogue is great for understanding culture, morale, and even customer viewpoints from those closest to the customers – front-line staff.

Second, growth only comes through change and improvement, so complaints without solutions aren’t productive – they don’t lead to improvement and growth. Staff should support leaders with ideas to complement the complaints. Likewise, when dealing with complaining customers, sometimes asking the customer “What could we do to make this right?” or “What solution would help in this situation?” could make our lives as service providers easier – with customers offering solutions for us to consider instead of employees having to conjure up all the creative ideas themselves.

Do you have a complaint? Are you dealing with a complaining customer or employee? Consider tapping into the ideas of those complaining to identify potential solutions.

Make Complaints Constructive.

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Avoid the 1-offs – 6/20/17

Posted on June 20, 2017 in Customer Service Tip of the Week Please leave a comment


How do customers get unrealistic expectations? Sometimes they just dream up an expectation because they don’t know any better. Maybe they’ve never worked with your type of service before. Maybe they saw an advertisement that was big on promises and short on delivery details. Maybe they got their expectations from their experience with a competitor.

Most of these sources of unrealistic expectations are not controllable. But there is one source that is controllable – the 1-off.

A 1-off is simply an experience they had with you or a member of your company that was a “1 time only exception to the rule.” They got special treatment that they – frankly – should not have gotten. Now they expect that treatment every time. Their expectation is now unrealistic, so in the future they will ask you or your co-worker for something you can’t deliver.

“They did this in an hour for me last time. The rep did this for me last time. Bob said I didn’t have to complete that paperwork last time. Bonnie waived that policy last time. It didn’t cost me anything last time.”

While these 1-offs are great for defusing (or outright avoiding) a conversation with an irate customer, the long-term effect is setting yourself or co-worker up for failure in a future discussion with that same customer – or the 5 friends they bragged to about their special treatment.

Believe me – I’m not saying to NOT treat customers special (my apologies to those of you who hate double-negatives). I think we need to treat all customers as unique and special. What I am saying is treat them special with your attitude, your effort, your creativity, your focus, and your willingness to go above and beyond.

Just don’t let the special treatment mean that you’re creating an unrealistic expectation of what your co-worker is allowed to do the next time that customer contacts your business.

Avoid the 1-offs.

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