Customer Service Tip of the Week | Customer Service Solutions, Inc. - Page 107

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

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

When Jack Gave Arnie a Tip – 1/21/20

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Jack Nicklaus may have been the greatest golfer ever.  Many think that Arnold Palmer was the most important golfer of the 20th century.  These two greats were contemporaries, so they became competitors and friends all at once.  And when somebody who is one of the greatest of all time gives you advice, you should take it, right?

Since these players spoke thousands of times over the years on the golf course, advice was often shared.  One day, Jack walked over to Arnie on the practice range, and since Jack was one of the greatest high ball hitters in history, he offered Arnold, a low ball hitter, a little bit of advice on how to get the ball up in the air when needed. Arnold thanked Jack, and he tried the advice, but the tip didn’t work.  

It was advice from one of the greatest ever, but it just didn’t work.  It doesn’t mean that the advice wasn’t good; it means that particular advice did not work for that particular person to address a particular need.

Luckily for Arnie, he realized that just because the source of the advice was great, that didn’t mean that the advice would work for him.  He understood it wouldn’t work because he understood himself.  He understood what his strengths were and how he went about doing his job.  He understood his skill set, what he was capable of, and what he was not capable of or not comfortable doing.

It’s the same for us.  None of us are perfect.  None of us are at the peak of all of our skills or abilities in the working world, so we need to be open to suggestions.  We need to be open to guidance and direction.

However, before we take on any advice and try to utilize it exactly how it’s given, make sure we start with an understanding of ourselves.  We need to ensure that what has worked for someone will truly work for us, because we are different people with different skills and abilities and perspectives.  We need to consider the advice and guidance, but make sure we do it with an understanding of who we are.  

When someone gives you a tip, consider it, but consider it through a lens of self-awareness.

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Make it Abundantly Clear – 1/14/20

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Becky was laying in her hospital bed and staring at the whiteboard on the wall.  It had a room number, the room’s phone number, and the date.  It had the pictures of the pain scale, with happy-to-sad faces and ratings from 0-10.  It noted when the last meds were administered and when the next meds were scheduled.  It talked about goals for the day and key next steps.  And it mentioned what diet she was on and what activities and precautions applied to her.  

Maybe even more importantly, it listed her Care Team. There was Dr. Smith.  There was her nurse, Victoria.  There was her CNA, Rodica, her therapist, Sharon, and others as well.  Next to each one of the caregiver names was a personal phone number.

Just by looking at the whiteboard, whether Becky was by herself or with family members, she knew what was going on.  She knew what the next step would be for her care.  She knew what she could and could not do.  And she knew who to contact and how to contact them directly for whatever needs she had.

Even more so, any individual that walked in the room – whether family, friend, or caregiver – had all the exact same information right at eye level.

This was a simple communication tool.  In the 21st century, a whiteboard doesn’t seem so valuable, but it was INCREDIBLY valuable to Becky!

So much of anxiety and fear relates to the unknown.  So much of confusion or concern or potential conflict comes from being in the dark.

To build your customer’s confidence and their comfort level with your organization, find ways to make it abundantly clear exactly who to contact and for what in your organization.  Find ways to make it abundantly clear what the customer has the capabilities to do on their own.  Find ways to make it abundantly clear what the next steps will be and when they will happen.

To create a confident customer, make it abundantly clear.

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Become the Wishing Well – 1/7/20

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When you don’t know if the next step will solve the customer’s problem, give hope a chance.  If you’re not certain how things will progress on their project, give hope a chance.  If you want to end the conversation by having them feel positive, even if uncertain, give hope a chance.

We talk so often in customer service about managing expectations, about under promising and overdelivering.  But that “under promising” doesn’t mean we have to focus on worst-case scenarios.  It doesn’t mean that uncertainty about the future requires that we convey our messages in a negative way.

Be positive.  Be hopeful.  Convey we want what’s best for the customer even in times of uncertainty.  Wish them well even in those times of the unknown.  Give hope a chance.  Wish customers or co-workers well on a projectHope the project ends well.  I hope the efforts are successful.  I hope the plans work as designed.

Wish them well on trying to get a solutionI hope this helps you find a solution.  I hope the issue gets resolved quickly for you.

Wish them well for their dayI hope you have a great day!  I hope your week goes really well.  I hope you enjoy your afternoon.

Sometimes your conversations ends when there’s no final resolution, no completion – only a plan and a next step.  In those times, convey that you hope for a positive outcome or a positive experience for your customer. 

Share that you want what’s best for the customer.  Convey hope.  Become the wishing well.

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