Customer Service Tip of the Week

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Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

My 8-Minute Visit at the DMV- 7/28/26


I needed to get a Real ID, which in North Carolina facilitates airline travel and other identity verifications.  My wife suggested I go to one particular DMV that was a LONG way away from home, but where she had experienced great customer service.  I was lucky to find an Read more

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

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

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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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