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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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2017 Holiday Poem – 12/26/17

Posted on December 26, 2017 in Customer Service Tip of the Week Please leave a comment


It’s the end of the year and the middle of a season.
It’s the time with family, to live life with a reason.
It’s about who we are and who we do for.
It’s about to begin a new year full of more.

More time and more days and more chances to grow.
2018 will give more opportunities to show
All that we are and all that we have
Can be used to do things that are of good and not bad.

We all have talents, treasures, and gifts to share
Lose humility for a second to admit our gifts are beyond compare.
Compared to some we have little, but compared to most we have lots.
Just ignore what we don’t have to focus on what we’ve got.

May you enjoy the new year and the blessings that it brings
And I’m not talking presents, possessions and things.
Enjoy time with others, use your gifts to do good
And take joy in the simple things like we all know we should.

Happy Holidays!

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The MOST Wonderful Time of the Year? – 12/19/17

Posted on December 19, 2017 in Customer Service Tip of the Week Please leave a comment


As the song says, “It’s the MOST wonderful time of the year.” True, and it can also be the most stressful time, and in business and the world of customer service, it can easily be the most HECTIC time of the year.

In healthcare, people are trying to get procedures done before year-end. In retail, many businesses are getting 70%+ of their sales in the last quarter of the year. In sports, the football, hockey, and basketball clubs are still playing games.

So, the customer-facing work is often crazy-busy, but the employees’ lives are also different. They’re shopping, planning to see family and friends, dealing with kids being out of school, trying not to go over personal budgets, and trying to keep a good attitude without burning out on the holiday before it even happens.

This is all to say that a hyper-focus on the customer at this time of year is understandable, but it has to be balanced with a sensitivity to the employees serving those customers.

Staff may want or need flexibility. They may be overwhelmed by the constant pressures and non-stop action of work and home, the lack of sleep, the desire to get things done. They may need an occasional mental break, an empathetic comment from their boss, or the “gift of time.”

This should be the MOST wonderful time of the year, but often that time is so jam-packed that an organization’s greatest asset – its people – aren’t feeling the love and joy.

Find ways to provide flexibility, understanding, and the gift of time to staff.

Find some balance for the good of your team.

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Get Back in the Good Graces – 12/12/17

Posted on December 12, 2017 in Customer Service Tip of the Week Please leave a comment


What is “Service Recovery?” I was asked this in a meeting recently when I was describing the approach to take with certain clients. I know it’s a term used a lot but not defined a lot, so let’s define it.

I prefer the literal interpretation – you are recovering from an issue. The way you’re recovering is through customer service. The issue may be a bad experience at your sports event. It may be a rude inspector by your government agency. Maybe it was an excessive wait by the healthcare provider.

Regardless of the issue, the point is that you’re currently “behind the 8-ball” in the eyes of your customer, and you need to recover. You need to get back up, get back in the good graces of the guest who’s upset.

You can avoid the recovery, but you risk still being a scourge in the eyes of the customer. You can recover WITHOUT customer service. That means fixing a product or replacing a part – without a process or personality surrounding that replacement that even remotely conveys “I care” and “I apologize.”

But this is the 21st century. People expect the personalization with the product replacement. They expect the smooth process with the replacement part.

Especially in a service industry, how do you fix a bad experience? How do you fix the interaction with the rude inspector? How do you fix a wait at the hospital?

In short, you can’t. You can’t go back and change what they felt or experienced. You can only move forward and hope they give you a chance in a future encounter. So, you have to create an opportunity for a future encounter with something that smooths over the experience of the past.

That “something” is customer service. Your attitude. Your empathy. Your sincerity. Your response. Your speed. Your action – they all deal with the person wronged in a way that’s right.

When you’re speaking of “Service Recovery,” remember that you’re speaking of what needs to be done to get that upset customer open to becoming a returning customer. And it’s not just about your replacement product. It’s about how you repair the image that person has of your organization.

Deal with the person wronged in a way that’s right.

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