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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

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

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Dear Customer, What do you expect? – 8/31/21

Posted on August 31, 2021 in Customer Service Tip of the Week Please leave a comment

Studies show that 40% of customer dissatisfaction was because the company didn’t meet the customer’s expectations.  The company overpromised and under delivered, or the company didn’t even do the bare minimum of what the customer expected.

To avoid dissatisfying your customer, meet or exceed their expectation.  Simple, right?  It only gets simple if first you know the customer’s expectation.  So, when you’re interacting with your customer, here are some good questions to ask to uncover your customer’s expectations about the product or service you’re delivering:

  • For WHO, ask: Will you need guidance in setting this up/getting this to work? Reason to Ask:  If you’re providing a service, you’ll identify what they expect in terms of educational support.  Make sure they know what to do with the product or service you’ll provide.  This question is all about them.
  • For WHEN, ask: By when do you need this service? Reason to Ask:  If you’re shipping a product, you want to know when they need it delivered so you don’t provide it later than needed.  This question is about timing.
  • For WHERE, ask: Where would you like this product delivered (or this service performed)? Reason to Ask:  If they want something delivered, you’ll identify where they’d like it delivered, how they’d like it packaged, etc.  Don’t deliver to the wrong location; don’t package the service/product incorrectly.  This question is about location.
  • For HOW, ask: How do you intend to use this? Reason to Ask:  Make sure you understand how they plan to apply your service/product to their need.  This question is about the product’s use or benefit.

 
These questions address the “Who, When, Where, and How” of “What” service is being delivered.

Identify the expectation; deliver the satisfaction.

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Back to Reality…for Customer Expectations – 7/30/19

Posted on July 30, 2019 in Customer Service Tip of the Week Please leave a comment

Have you ever walked into a patient registration area of a hospital and seen a sign that said “if you’ve been waiting longer than 15 minutes, please see the receptionist?”

Have you ever called a customer service number and been told by a recording that “the average hold time is ‘X’ minutes?”

Have you ever begun the process of getting a permit to build a deck on a home and been given a form that says what each step in the process involves, when you need to do each step (including inspections), and whom you need to contact?

You may reply “no” to all of these or “yes” to some, but these are examples of companies who understand the importance of trying to set or manage customer expectations. These companies understand that that first person may complain after waiting 5 minutes if they don’t realize that a 15-minute wait is realistic. These companies realize that that second customer may get irate or take their business elsewhere if they had to wait on the phone 2 minutes but might be more patient if their expectation is a 3-minute wait. These companies understand that a customer educated on a process is more comfortable and less likely to have issues with it, less likely to do things incorrectly.

Companies who attempt to proactively set or manage expectations understand the importance of the customer having some concept in their mind of what the reality is going to be; that makes it more likely that the customer will be satisfied with the experience, and the employee won’t have to deal with an irate customer.

Where can your company proactively set an expectation with customers about how long a process will take, how long a wait might be, what actions are about to take place, or what they need to do?

Determine where the opportunities to set expectations exist, and then use signage, messaging, documentation, and direct one-on-one conversations to do whatever you can to set (or reset) your customers’ expectations.

Get customer expectations back to reality.

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Make it Crystal Clear – 5/21/19

Posted on May 21, 2019 in Customer Service Tip of the Week Please leave a comment

Sometimes we communicate so well, and sometimes we don’t communicate as well as we think we do. When you’re trying to set or manage another person’s expectations, what you say may be very clear to you, but the reality is it may not be clear to the other person. And if the other person doesn’t understand what you’re conveying, they could have an expectation that’s unrealistic.

Noted below are 10 statements an employee might make to a customer. At face value, most may seem very typical and pretty clear:

  1. That won’t take long.
  2. The process is described on the website.
  3. You need to fill out a GARBA.
  4. You’ll hear back from us not too long after we receive the results.
  5. I need your ID.
  6. The first thing you need to do is to set an appointment.
  7. Just call any time if you need help.
  8. Call the main number, and we’ll get that for you.
  9. I’m going to transfer you (then the caller hears a click and rings).
  10. Once you send in a work order, the maintenance folks will be in touch and address it quickly.

So, what’s wrong with these? Here are 10 things to consider (the #s below correspond to the #s above):

  1. “Won’t take long” might be interpreted differently by different people – 1 hour to the customer v. 1 week to the employee.
  2. The website has many pages; be more specific; make it easy for the customer to find the specific page.
  3. What is a GARBA? Avoid acronyms whenever possible.
  4. How long is “not too long?” And when do you expect to receive the results? Both timeframes are unclear.
  5. A customer may have several ID’s. Which one is needed?
  6. The other process steps are not described.
  7. What number should the caller call and when?
  8. What’s the main number? How long will it take to “get that?”
  9. It’s not clear why the caller is being transferred, to whom, etc.
  10. It’s not clear how to send the order, who will respond to the customer, what “in touch” means, and what “quickly” means.

To effectively set or manage expectations, ensure you’re being as clear as the customer needs.

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