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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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Between Texting and Thoreau – 9/17/19

Posted on September 17, 2019 in Customer Service Tip of the Week Please leave a comment

The more people that enter the business world having grown up texting, the more the quality of business communications drops. A typical text between friends is rarely what anybody in business would call a professionally-written document. There’s nothing wrong with that, because texting is typically informal dialogue between friends. However, when something is put in writing in an e-mail, it needs to be considered a professional business document.

Now let’s not go overboard and think that e-mails need to be the work of a poet. This should not be Henry David Thoreau waxing poetic about Walden Pond. There is a middle ground, however, between texting and Thoreau. When composing a professional business message in the world of customer service, use these guidelines.

Personalize – Use the other person’s name, and use your name as well. Have enough informality so that they feel like you were talking to them individually and addressing their situation more personally. Use the names to establish a little bit of rapport in the sense that you are viewing them as unique.

Empathize – We’ve often said that emotions and e-mails don’t mix well, so to do your best to try to convey your understanding, at least use a little bit of empathetic wording. Use the word understand, use the word unfortunately when you have to give bad news, use the phrase I could only imagine… when addressing their frustrations.

Synthesize – This is where avoiding Thoreau is a really good thing. In e-mails, people want the message quickly; they don’t want to feel they’re reading a book. In 1 minute, can you tell them the main point that you’re making, convey next steps, share timeframes, and note who’s doing what?

In order to communicate effectively and in a professional manner via e-mail, find a happy medium between texting and Thoreau.

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Use the Actions of Empathy – 4/9/19

Posted on April 9, 2019 in Customer Service Tip of the Week Please leave a comment


I firmly believe that the most important personal trait of someone in customer service is empathy. If empathy is understanding the other person, then it’s very difficult to truly serve someone that you don’t understand. Particularly when they’re upset or irate, being empathetic and getting them to feel your empathy can help to defuse the situation.

But to make the customer feel your empathy, you not only have to empathize, but you’ve also got to convey that to the customer. So, work on these key empathy actions to S.E.N.D. the right message:

  • Stop – Stop what you’re doing (e.g., paperwork, computer work, working on equipment, looking at cell phone, etc.). It makes them feel like you are their one priority at that time – that you want to understand.
  • Eyes – Make positive eye contact. It ensures that you’re not appearing distracted or upset. You appear focused on them.
  • Nod – Occasionally nod when they say something with which you agree. You’re showing you’re not a brick wall, like someone disagreeing “inside” even though you’re not verbally arguing. Instead, it shows you’re being understanding of their situation.
  • Document – Take a few notes as they talk. It conveys that what they have to say is important enough for you to get the facts/information right (FYI – Tell them why you’re writing so they don’t feel you’re doing other work.).

 

S.E.N.D. the right message. Convey empathy with your actions.

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Retrain Your Brain – 2/26/19

Posted on February 26, 2019 in Customer Service Tip of the Week Please leave a comment


Admit it. You thought about it. You thought:

Why in the world did the customer try to assemble that before reading the instructions? Why would they drive all the way down here instead of just checking the website? Why would they go through the drive-thru when they can deposit using their phone? Is this customer crazy? I’ve told them 3 times what they need to do to buy this ticket, and they still can’t figure it out!

Sometimes our customers seem crazy. Sometimes they don’t seem like the sharpest tool in the shed. Sometimes what they do or don’t do makes little sense to us. But the reason why we feel that way is often based on looking at things through our lens instead of their lens. Maybe it’s our hundreds and hundreds of similar experiences with similar customers that can leave us jaded, with a negative perspective of our customers.

To deliver a positive customer service experience, we need to have a positive mindset of our customers. But how do we reframe our mental picture of the customer? How do we retrain our brains to look at them and their situations differently?

Creating a Positive Habit
If it takes 21 days for something to become a habit, then we’re going to give you some intentional questions to ask yourself day after day if you find yourself rolling your eyes about your customers or viewing them in a negative light:

  • Instead of focusing on what the customer did wrong, ask yourself: What did the customer do right?
  • Instead of thinking a process is so simple, ask yourself: Was this a piece of cake the first time it was explained to me?
  • Instead of getting frustrated for having to explain steps multiple times, stop and ask yourself: Can the customer explain this to me? By asking the customer to walk you through the steps this time, you can figure out what they understand and what they don’t understand.

 

These are the 3 questions to ask yourself when you feel that frustration boiling or those eyes rolling: What did the customer do right? Was this a piece of cake the first time it was explained to me? Can the customer explain this to me?

What you’re doing with these 3 simple questions is you’re (1) Thinking about something positive the customer has done (2) Trying to be a little empathetic, and (3) Better understanding your customer by becoming more of a listener, less of a talker.

Retrain your brain to reframe your picture of your customers.

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