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Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

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Bank on Higher Level Service – 9/25/18

Posted on September 25, 2018 in Customer Service Tip of the Week Please leave a comment


In the recent Bloomberg article “Some banks are giving tellers more to do and better pay,” a Goldman Sachs survey is highlighted. It notes how more and more people are going to digital means to find answers to questions through self-service, and then they go to tellers or a branch if they can’t find the answer. Essentially, the article talks about how so many of the more common questions and inquiries are addressed without ever going to a human being.

So, what does this mean for the frontline staff?

Employees Deal with More Complexity
It means that when staff get questions, those questions are typically more complex. Therefore, they need to be well-versed in higher-level issues and challenges and with software applications that might not have anything to do with their own business. Maybe it’s a Venmo request, but they’re calling a bank that has nothing directly to do with Venmo. Maybe it’s a PayPal question, but their bank has no formal relationship with PayPal.

Customers Already Invested Time
Another consideration is that, if the customer didn’t find the answer to their question via the self-service methods, then they’ve already gone through a process and spent time on an issue before they ever get to a person. Therefore, they have already invested time and energy, and their patience may be waning. There may be more of a sense of urgency in their request.

Customers are Frustrated with the Lack of Results
Third, since they attempted to do this on their own and they could not, they might have a greater likelihood of being frustrated when the conversation starts. They’ve already made the attempt and not found the answer. So these frontline employees are being asked higher-level questions about other sources of information or other services that might not relate directly to their company. They are dealing with customers who have already invested time and energy, dealing with customers who may be frustrated with the lack of results from that expenditure of time and energy.

When you’re on the phone with the caller today as opposed to even 10 years ago, make sure you’re aware of those other features and functions and sources of information that your customer may go to first. Make sure you know the higher-level answers and have the patience to deal with folks who might have a sense of urgency because they’ve already spent time looking elsewhere. And make sure you understand that people might be upset with something that has nothing to do with you – maybe it’s a lack of an answer from another source – but now they’re not only coming to you with a higher-level need, they’re coming to you with a little bit of frustration as well.

In this digital world, have a sense for what the customer has gone through as a part of even getting you on the phone, because oftentimes you’re not the first source; yet, you’re dealing with a customer and the emotional baggage that their encounter with that first source left behind.

Bank on Higher Level Service.

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Relate – 9/18/18

Posted on September 18, 2018 in Customer Service Tip of the Week Please leave a comment


People tend to be drawn to people that they can relate to in life. Steph Curry is not 6 feet 8 inches and 260 pounds, built like granite. He’s about 6 foot 3 inches, but on a basketball court he looks kind of like a guy who you might work with or someone you might see grabbing a burger in a low-key restaurant. He is the most popular basketball player in the WORLD among Millennials, and people can relate to him.

When we are interacting with a customer or a co-worker, it’s not necessarily our goal for that other person to like us. We can’t control their feelings or their perspectives, but it often helps the tone of the conversation, the dialogue, the flow, the patience the other person exhibits if they feel like they can relate to you.

If they are booking a trip, and you have gone to that location before, that’s a point of relating. If they are walking their dogs in the home improvement store and you enjoy pets, that’s a point of relating. If they call you on the phone and you recognize the area code as something familiar, that’s a point of relating. If they talk about their kids or their cat or their home or what excites them or their concerns, those are all points of relating.

Now here’s the key. Address those points of relating in the conversation with the customer. Don’t just notice the location of the trip or the dog or the area code; bring it up in conversation. Don’t just let that comment about the kids or the cat or the home or what excites them pass you by. Bring it up in the conversation. Don’t let those little commonalities of life pass by like a stranger on the street. Take the time to highlight them, and take the time to relate to the other person.

It creates a different tone. It can make the encounter more enjoyable. It may even engender a little bit of goodwill and patience.

Relate.

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Dealing with the Issue of Blaming – 9/11/18

Posted on September 11, 2018 in Customer Service Tip of the Week Please leave a comment


He who cannot dance claims the floor is uneven.

A bad workman blames his tools.

Blame is like the lightning; it hits the highest.

Let’s talk about blame. Often in the world of customer service, we are responding to an issue or a complaint, and usually there is a cause for that complaint. Highlighting the cause, if done incorrectly, often includes blame. But we need to understand what blame does and does not do.

Blame does not move someone closer to a resolution. Blame does not build rapport and relationships. Blame does not keep the issue from arising again. Blame does not keep the conversation in an even and professional tone. Blame does not allow for acceptance of personal responsibility by the “blamer.”

Instead, blame can be like the lightning. It can cause the damage. It can make a loud noise. It can create an adversarial situation or adversaries. It can cause us to look at others or at other things to identify what they did wrong instead of looking at ourselves for what we could do differently next time.

In other words, blame doesn’t really get us anywhere. And when you are in a difficult situation with a customer or a coworker, you need to get SOMEWHERE. You need to find some common ground. You need to figure out how to move forward. You need to find some kind of a solution or some kind of a way to a next step. You need to figure out how to maintain or build a relationship.

When dealing with difficulties with others, avoid blame. Don’t blame the tools or the dance floor.

Look for positive and productive ways to move forward.

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