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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

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

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Confirm the Customer is Cleared for Takeoff – 11/18/25

Posted on November 18, 2025 in Customer Service Tip of the Week Please leave a comment

An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to go.  The ATC is there to ensure the pilot is set up for success.

Similarly, we want to make sure our customers are set up for success.  If there is any information about next steps or pathways or upcoming decisions, any clarification needed on the players involved in the situation that the customer’s dealing with, we want to make sure there’s clarity.

Here are some examples of the types of things to consider sharing with the customer to confirm they are ready for their version of the takeoff.  Is the customer clear…

  • How to get to a customer service representative?
  • How to locate the right item/office/information?
  • What options are available to them?
  • What their part is in a process?
  • Who the other employees are in the process and what will be their roles?
  • What the next step in the process is and when it will happen?
  • In general, how to get their question answered, their need met, or their issues resolved?

 
Then, even though the pilot is told they are cleared for takeoff, they verify it themselves, because they are the ones ultimately responsible for flying the plane.  Similarly, although we have all this information we want to convey to the customer so that they are clear, it helps for us to confirm with them that they actually are clear, that they actually do understand.

To set the customer up for success, before you end the conversation, confirm the customer is clear.

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View Quality through the Customer’s Eyes – 10/14/25

Posted on October 14, 2025 in Customer Service Tip of the Week Please leave a comment

Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the issue was located.  So, she scheduled an appointment.

When the technician came to her house, he ran a camera down the pipes.  He told Geri that – according to the equipment – he thought he saw a crack in the pipe 77 feet from the house. The technician paced off 77 feet and ended up in the middle of Geri’s driveway. The tech said:  This is where I think the roots are getting into the pipe and causing the backup.  Since it’s in the middle of your driveway, we’ll need to bring out some equipment and dig up the concrete to get below the driveway and replace the pipe.

Geri was disappointed that the issue was under her driveway.  She asked a simple question that all customers would probably ask in this situation: Are you sure this is where it is?

The tech proudly replied: I have a 95% accuracy rate for knowing where the issue is located.

At that point, Geri remembered that the tech said he thought he saw a crack.  He said I think the roots are getting into the pipe.  And then she thought 95% accuracy means 5% inaccuracy – a 5% chance he could be digging out her driveway, and the issue isn’t really there.

A Second Opinion

It turns out that the issue was not where the tech thought it was.  A second company came out and found the issue about 25 feet from the house about a foot below the surface of her lawn.  This resulted in a less costly solution, and it was a matter of digging a hole and replacing a piece of the pipe rather than digging up the driveway and having to repour part of the concrete.

Quality means different things to different people, so we need to define quality through the customer’s eyes.  And oftentimes that customer is not focused on the percentage of times that things go right; rather they’re concerned with the possibility that he or she is part of the percentage of times when things go wrong.

View quality through the customer’s eyes.  It makes you more empathetic, and it helps you convey a solution that better meets the customer’s needs.

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Be Supportive, Not Defensive – 10/7/25

Posted on October 7, 2025 in Customer Service Tip of the Week Please leave a comment

[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  We wouldn’t have half the problems that we do if it wasn’t for Bob.

We have probably all worked with a Bob.  He’s that co-worker who causes of fires that we find ourselves fighting.  Maybe he’s the salesperson that made expectations that operations or customer service know cannot be delivered.  Maybe he’s somebody with the best intentions but communicates them in a way that creates issues for others.  But we don’t want to throw Bob under the proverbial bus.

On the other hand, Bob may be an outstanding employee!  Maybe the customer is totally in the wrong, so it’s understandable that we could be defensive because Bob is unjustly being chastised by the customer in their conversation with you.

Whether the customer complaint is justified or not, that co-worker is as much a part of the organization as you are, so how can we be supportive without being defensive?

Avoiding Defensiveness

One way to address this is to keep in mind that defensiveness is often exhibited through our emotions.  To avoid being defensive, keep the emotions down, keep the tone a little more calm and steady, be intentional about your body language, trying not to raise the temperature with the customer.

Being Supportive

Don’t feel like you have to argue on your co-worker’s behalf in order to be supportive.  Sometimes the best thing to do is to convey what you know and don’t know, note your experience or lack thereof in the situation or with your co-worker, and transition the conversation away from your co-worker and back toward the issue and possible resolution.  Talking to the customer:

I wasn’t in that conversation, so I can’t speak specifically to what Bob said, but I’m sorry you had to deal with it, and I want to help you find a resolution.

I’ve known Bob for years, and I’ll definitely talk with him since that’s not the experiences his customers typically have, and I’m very sorry about what happened in your case.  Let’s discuss how we can resolve this for you.

That’s not how we typically do things around here, so I’m very sorry about the situation.  I’ll definitely share your concerns internally after our call, and right now I want to make sure we can get this situation addressed immediately.

Don’t agree with the customer that Bob was at fault; stay composed; let them know if the situation isn’t typical, and move toward a resolution.

Be Supportive, Not Defensive.

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