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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

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

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Unleash Your Persuasiveness – 7/31/18

Posted on July 31, 2018 in Customer Service Tip of the Week Please leave a comment


Sometimes the facts are not enough. The customer is irate, or they don’t like the alternative you’re suggesting. You need them to do something, and they want you to do it. They need to do options A or B, and they want to select imaginary option Z.

You need to persuade them so that the right choice or a reasonable choice or the best choice for them is the one they select. So how do you unleash your persuasiveness?

Here are four (4) key points of consideration:

  • Identify what’s in it for them, or how it would benefit them. Then reference this in the conversation. The customer is more easily persuaded to take a certain action if they understand the benefit to them of taking that action. Instead of purely understanding what needs to be done and understanding why it’s beneficial to you or your organization, use a little empathy to understand what’s in it for them.
  • Model positive behaviors – nods, eye contact, smiles. Persuasion is not just about the words you use. Persuasion is something where they are feeling the positive energy associated with the option you’re promoting. They feel the confidence that you have not only in what you say but how you’re saying it. They feel a level of sincerity in the message you’re sending. You do this with your body language and tone of voice as much as you do it with your words.
  • Build their confidence by sharing successful experiences in a simple/relatable way. Let them know you’ve done this successfully with others. Oftentimes, customers come into situations with one solution in mind, and if that solution is not the one you’re suggesting, they need to be able to envision a successful outcome clearly like they’ve already envisioned that outcome using their own solution. So talk about other customers that have successfully utilized this option; talk about clients similar to them where this has worked well. Keep it simple, and make sure they can relate to the examples of success you provide.
  • Uncover their concerns with the potential solution/alternative. In the end, what you’re really doing is overcoming their fears and concerns about the option that you’re providing. So ask them why they would prefer a certain option. Ask them what in particular is causing them to hesitate about selecting a particular alternative. The more you can uncover the specific concerns, the better you can address them.

 

Unleash your innate persuasiveness!

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Vive La Différence! – 7/24/18

Posted on July 24, 2018 in Customer Service Tip of the Week Please leave a comment


Even though my last name is French, I don’t speak French. So despite this Tip’s title, this Tip will definitely be written in English. This Tip is about understanding differences and benefiting from those differences. Here are some scenarios for you to consider…

There’s a difference between walking to a customer in a waiting room and sitting in the chair next to them to give them an update as opposed to hovering over them as you share the information.

There’s a difference in making eye contact with a customer waiting in line, smiling, and saying “Yes, I’d be happy to help you now” as opposed to yelling out “Next!” while your head is looking down at the computer.

There’s a difference between standing up and coming around to the side of the counter to engage the customer versus remaining in your chair and waiting for them to ask for help.

There’s a difference between walking up to somebody who enters a room and extending your hand to shake theirs as opposed to remaining where you are with your arms crossed or your eyes fixed on your phone.

There’s a difference between turning your computer monitor so the customer can see what you’re doing and pointing out items on the screen versus just staring at it intently on your own while your customer waits for you to ask the next question.

There’s a difference between an employee pulling up information on their phone or laptop and showing you the pricing or the inventory or the product specs versus the employee finding the information and simply telling you.

These are all examples of differences in employee behavior in face-to-face situations. Whereas the answer or the product or the service or the solution may oftentimes be the same, the first example in each one of these scenarios results in a far more positive customer experience. Those first examples show more engaged employees, more pleasant environments, more proactive actions, and more customer-focused approaches.

When you’re thinking about how to handle certain situations, share information, or make that great first impression, remember there’s more than one way to handle that encounter.

Vive La Différence!

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It’s Their First Time – 7/17/18

Posted on July 17, 2018 in Customer Service Tip of the Week Please leave a comment


You’ve provided this service to hundreds of customers. You’ve dealt with this issue 50 times. You sold this product or held this meeting or done this paperwork or worked through this process so many times you can do it in your sleep. For the customer, however, it’s their first time.

It could literally be their first time buying this product or asking this question or having this issue. Maybe they’ve run into it once or twice before in their lives; regardless, it’s a good mindset for all of us service providers to have that we need to treat the situation like it’s their first time. If this was a brand new customer walking in the door, how would you want to handle this situation differently?

  • You may want to be more patient, because they may have lots of questions.
  • You may need to introduce yourself and tell a little bit about the company, because this may be their first exposure to you or your organization.
  • You may want to start from the beginning about how things work, not making assumptions about what they may already know.
  • You may want to welcome them and be appreciative for their making the decision to invest their time and money in your organization, so they feel like their business is valued.
  • You may be more likely to want to give them handouts or show them specific pages on a website, because they are probably receiving so much information they can’t remember everything only given to them verbally.
  • You may want to confirm they understand what you’re saying, what expectations you’re setting, what it is that you are to do versus they are to do.
  • You might explain what’s going to happen next in the process, because they’ve never experienced your process before today.

 

When you view your encounters through the lens of a new customer – one who is there for the first time – many ideas can pop to mind about how you might handle that situation differently to make sure they are as comfortable and confident as possible with you and your organization.

Do this exercise on your own or include co-workers. Ask “What would we do differently if we knew this was the customer’s first time?” Then start to build your standards for engaging customers, the information you provide and how you provide it, and the time you allocate to customer engagement around what would create the best experience possible for everyone.

View your customer encounters like it’s their first time.

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