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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

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

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Don’t Assume because… – 8/13/19

Posted on August 13, 2019 in Customer Service Tip of the Week Please leave a comment

You’ve probably heard this statement growing up. Your parents said, “Don’t assume, because it makes…you look bad.” Or something like that…

Recently my laptop screen died, and since it was an older laptop, I decided to go ahead and buy a new one instead of paying to have the screen replaced. Along with selling the new computer to me, the store did a data transfer from the old computer to the new computer over a weekend.

They assumed I didn’t want to check it in the store before I left, but I did. They assumed all the files were transferred from the older computer, but they weren’t. They assumed that my e-mail was setup through Exchange, but it wasn’t.

They made several other assumptions that led to mutual frustration and a negative end to what had (up to that point) been a positive experience. In this encounter, the employee was going down a path for me, and at each fork in the road she made an assumption (several times the wrong assumption), and she then had to backtrack.

Recently, CSS conducted mystery shops for a client, and this client was more concerned with asking questions than making assumptions.

They asked the shopper if we were a new business, and we were not new. They asked if we knew the URL to register for a particular beverage license, and we did not know. They asked whether we’d like to know the different ways we could submit the additional documentation needed, and we did want to know the options.

In this encounter, the employee was going down a path, and at each fork in the road, she asked the shopper a question to determine which direction to go next.

To provide a better customer experience, let the customer determine what to do at the fork in the road.

Don’t assume. Instead, ask.

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Patience Leads to Positivity – 8/6/19

Posted on August 6, 2019 in Customer Service Tip of the Week Please leave a comment

Thank you for your patience. That’s a statement I enjoy saying…when I am the customer.

When I’m trying to learn something and I’m about to go into a process, I want to have a feel for what the whole process involves. Over the years, I’ve gotten tired of feeling like I’ve completed a process, when in reality I’ve only gotten through the first step. I hate coming to the end of the first step and finding that there’s a second step, getting to the end of the second step, and only then finding that there’s a third step. It would be so much better to just know all the steps, the entire timeframe, and what I need to do from the start to make all these steps go as smoothly and quickly as possible.

Again, I’m talking from the perspective of the customer. Whether it is talking to account representative about some new service or talking to the computer tech helping me deal with a blinking computer screen, I like to know the steps.

In these situations, I am asking a lot of questions, and things I appreciate most about a person are (1) The specific responses conveyed with knowledge and experience as well as (2) Patience.

Customer Frustrations
It bothers me to no end when I feel like the person is rushing through the conversation. It’s frustrating when they’re making the process sound like it’s not that big a deal; it probably isn’t a big deal to them since they’ve dealt with it 100 times, but it is a big deal to me, the customer. It’s frustrating when they talk fast or make statements unrelated to my need because they didn’t ask questions about what’s unique about my situation.

Avoiding their Frustrations
So, what is not frustrating? What is positive? Knowledge and experience conveyed in specific responses…and patience. When you’re dealing with somebody who’s about to go through a series of steps, convey these attributes.

Be patient. Think about your body language. Avoid interrupting. Breathe a few times to slow yourself down. Ask them questions to understand their situation so you don’t have to talk about the 5 different paths something might take if it’s obvious this process is going to go down 1 path for this 1 unique customer’s 1 situation.

Let your patience result in a positive customer experience.

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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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