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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

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


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 Read more

Look for a Stop Sign - 2/3/26


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.  Read more

When They Want the Supervisor - 1/27/26


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 Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

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Handle Interruptions Heroically – 6/18/24

Posted on June 18, 2024 in Customer Service Tip of the Week Please leave a comment

In the middle of a project, Jimbo, the customer service team member, had to stop what he was doing because he received an e-mail from a customer complaining about their experience at a recent event.

Later that day, Jimbo was asked by his boss to put everything on hold for a “rush request” from the boss’s boss for some customer satisfaction data from the past month.

Just as Jimbo was getting ready to go home, he decided to check e-mail one more time before shutting off his computer.  A long-time client had requested a status update on an annual renewal gift that she should have received last week; since she hadn’t received it, she wanted to change the gift she selected.

These were just 3 interruptions that Jimbo had to deal with – none at opportune times (if there even is such a thing), and yet – this staff person gathered himself each time, took a deep breath, got focused on the person he was engaged with, and handled the situation professionally.

The interruptions were not what he wanted, but they were typical of what he – and likely you – deal with EVERY workday.

When you’re providing customer service, rarely does the day flow as planned and without interruptions.  About the only thing you can consistently count on is that at some point during the day, you’ll be interrupted.

But you keep your composure.  You smile.  You find a way to make that interruption a temporary priority, and you still get most of your priorities done and done well.

Don’t let the frustrations of interruptions keep you from being your best.  Continue to do a good job because that’s who you are, that’s what you do, and that’s what the job requires.  Handle Interruptions Heroically.

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From Employees to Teammates: The Shift – 6/11/24

Posted on June 11, 2024 in Customer Service Tip of the Week Please leave a comment

Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members!

The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking about divisions or departments or agencies.

But today, we’re all asked to be part of a team.  But what does that really mean, particularly in customer service?

Attitude and Empathy:  Much of what goes into being a good teammate relates to the attitude that you bring. You’re part of a group dynamic with the others on your team.  Try to convey an attitude of positivity rather than negativity or apathy.  Talk about what you get to do as opposed to what you have to do.  Consider the impact of your role or responsibilities on teammates by understanding their roles and responsibilities, their priorities.  Bring empathy to your team.

Communication and Collaboration:  Convey what you know, not hiding information to garner power.  Work with others, not purely working in silos.  Most issues in work – and to some extent in life – boil down to communication.  And it’s easier to work toward a common goal if you communicate well and collaborate.

Actions and Accountability:  With 11 players on a football field, a pro football coach often talks about how his players need to “do their 1/11th.”  He means two things by this; first, don’t expect others to do your work for you.  Make sure you’re pulling your weight.  Second, try to get your job done before you wade too much into the waters of others’ responsibilities.  If we try to do others’ jobs without trusting them to do theirs, there’s always a chance we don’t do ours well, and we could also alienate those teammates.  Accountability?  When you mess up, acknowledge, apologize, learn from it, and move on.  We’re better teammates if we complement our responsibilities with our accountability.

Intentionally shift from employee to teammate.

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There’s Positivity in Patience – 5/28/24

Posted on May 28, 2024 in Customer Service Tip of the Week Please leave a comment

The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting took a little while longer than normal, but all the paperwork was completed right the first time, and the customer walked away feeling comfortable with what they did and confident in the company.

The nurse dispenses meds to many patients every day, and she always puts the pills in a little cup for the patients to take; but one patient is much more receptive to taking the meds if they’re put in a spoon.  So, the nurse makes sure that, for that one patient, there’s a spoon available.  It takes a few extra seconds to get the spoon, but the patient is less hesitant to take the medication, and the encounter is much more pleasant.

The high school central office staff person is answering call after call. The questions are usually pretty simple, or she quickly identifies where to route the call.  Despite the many calls she gets, with each one, she slowly and pleasantly introduces herself, notes the area she’s located, and makes a warm greeting to the caller.

Each employee is being patient.  Each has a task to do, and they could spend less time doing it in the moment, but the experience would not be as good from the customer’s perspective.  The perception of the employee would not be as positive.  And the total time required to handle those encounters, could easily be longer if the employee was not so patient.

For example, maybe the financial services person would need a second meeting because the customer didn’t feel comfortable with how the Q&A was going.  Maybe the nurse would have a longer and more challenging conversation with the patient, trying to get her to take the meds out of a cup.  Maybe that caller into the central office gets transferred incorrectly, and it wastes a co-worker’s time because the central office staff person was trying to move the call along too quickly.

Rarely does patience hurt the customer experience in the short-term, and it will infrequently take up excessive company resources in the long-term.

Convey a little extra patience to create a little more positivity.

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