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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

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Water Rippling in the Pond – 8/14/18

Posted on August 14, 2018 in Customer Service Tip of the Week Please leave a comment


You drop a rock into a creek, and you see the mini waves created. You watch a golf tournament, and a golfer dumps a shot in a lake – and it ripples. You see a water sculpture with a basin below, you toss in a penny to make a wish, and the water flows in every direction.

Ripples in the pond.

So much of the environment that we’re in – literally, and more so the mental environment that we’re in – is influenced by the words of others. If we hear constant negativity, if others voice constant obstacles, if there is rancor and anger and confusion, then there’s a great risk for those in the environment. We can allow those words to affect our mindset, our behavior, and maybe our own words as well.

Sometimes the environment that we’re in is full of encouragement, reinforcement, positivity, and appreciation. Sometimes those words build us up and are filled with thanks. The words in our environment can emphasize what COULD work and what possibilities for good exist. Those words also affect our mindset, our behavior, and maybe the words that we use as well.

Realize that the environment that we are in is often influenced by communication. The environment created by the words we use is like water rippling in the pond. Our words can influence others. They have the ability to change a perception or a mindset or a behavior or an outlook.

So, when we need to use words, choose words that move the environment in a direction of good.

Remember, your words create an effect like water rippling in the pond.

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Take Away Their Worry – 8/7/18

Posted on August 7, 2018 in Customer Service Tip of the Week Please leave a comment


One summer, Janet was given a new chore. She had to take out the trash and recycle bins to the street every Tuesday night so that they could be picked up Wednesday morning. She would go out around 7 or 8 o’clock at night, take the bins out, and come back inside. As summer was about to end, it began getting dark earlier, so Janet began putting the bins out earlier.

Janet was worrying about things. She kept hearing noises and didn’t know what they were, so she decided to at least avoid the darkness when putting out the bins. Her dad asked why she kept going out earlier, and when she explained, he said that the noises were probably some small animals, and she shouldn’t be afraid.

The next week she went out a little later – when it was a little bit darker – and she heard some noises and ran back inside. Her dad asked what was wrong, and when she explained about the noises again, he got out his flashlight, and they walked out together. They heard a noise, he pointed the flashlight in that direction, and it was a squirrel. They walked a few feet and heard another noise, and the flashlight revealed a bunny on some leaves. It was a windy day, and after another noise, the light showed a small branch that had fallen.

What the dad had said a week earlier had been proven true. Janet continued her chore, and she did so at night – and she usually went out with a flashlight.

For our customers, similar to Janet, sometimes things are scary. It could be that patient’s unexpected visit to an urgent care, or possibly that a sports fan was about to make a big payment on season tickets. Maybe that resident was not used to dealing with the government on the tax issue.

If we can tell them what they’re going to experience, it can make them less worried. Better yet, it we can SHOW THEM what’s going to happen – being that flashlight – noting all the steps they could be experiencing through the process, they become even more comfortable.

When you are interacting with a customer on something that may create worry or anxiety, do what Janet’s dad did for her. Patiently describe what the experience will be like; shine the light on the path they’ll be going down to bring down their emotions.

Take away their worry.

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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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