Customer Service Tip of the Week

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

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

How to Keep Your Cool – 2/6/18

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You’ve had a rough day. It seems like the complaints keep coming. You want to work through your projects, but you find yourself fighting fires instead. And then you get that call – it’s a customer with another complaint or your boss with another urgent request, and you’re going to lose your cool…but you can’t.

You have to take the call. You have to help the other person, but the more they talk or gripe or pull at you or pick at you, the more your temperature rises.

In times like this, remember the BBB technique:

  • Breathe – This can be one of the best things you can possibly do in times of stress. Deep breaths in, hold for a couple seconds, then breathe it all out. Make sure it doesn’t sound like you just ran a sprint, but let the breathing keep your body in check.
  • Break – It’s often a good idea to ask the person if they could hold for just a minute so you can do some research or tell them you need to briefly check on something relating to their topic. Once they’re OK with it, put them on hold – literally take a break (even if it’s just 30 seconds or a minute). It gives you time to gather yourself, to think to pause to breathe, and it even may give them time to settle down. When you come back on the line, immediately thank them for their patience.
  • Get Back-to-Basics – Focus on the facts; ask them for details. Have them tell you the basics – what happened (or what do they need) on what date, at what time, sent to what e-mail address. Literally write down what they’re telling you, and confirm it back to them. When you’re focused on data and they’re focused on data, emotions tend to dissipate.

 
When you feel the heat and your temperature is rising, get your cool back.

Employ the BBB technique.

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Get to Know Yourself Better – 1/30/18

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Confidence in your ability to deliver customer service is exceptionally important. I often quote Vince Lombardi who said “Confidence is contagious, and so is lack of confidence. And the customer can recognize both.”

Confidence is important to you and to the customer. It lets the customer know whether they can trust and believe you, or not. Should they follow what you say, or should they “answer shop?” Should they accept your explanation, or should they ask you 15 follow-up questions? Much of their response (and whether they end up wasting your time or the time of your co-workers) is based on your confidence.

So, what creates confidence?

Judith Bardwick (management consultant, psychiatrist, author) once said: Real confidence comes from knowing and accepting yourself – your strengths and your limitations – in contrast to depending on affirmation from others.

Starting with the last point first, don’t seek affirmation from others in order to drive your confidence. If you receive the compliments, then great! That’s a bonus. But don’t rely on someone else to do something for you in order for you to create a positive self-image.

Bardwick believes that being confident outwardly is based on your inward knowledge. Do you know your own strengths and weaknesses (or “limitations”)? Do you accept those? When I say “accept,” I’m not saying that you should refuse to improve, but at least be honest that that’s who you are at that specific moment.

Do this exercise to build your confidence in front of customers. Simply take out a sheet of paper, and write down 5-10 of your strengths that relate to customer service such communications, relationship-building, organizational skills, and other characteristics of people great at customer service. Then, write down 5-10 areas that are shortcomings or at least not your core strengths.

Then review the list. Tell yourself “yes, this is me at this moment. I am REALLY good at these 5-10. These other points are areas where I’m not great and may need to improve in the future.”

That knowledge and acceptance will help you to be more conscious of what to leverage when serving others (your strengths), and what situations to avoid or seek support in (your limitations).

Get to know yourself better to serve your customer more confidently.

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Fix the Unfixed Issue for Your Customer – 1/23/18

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Here it comes again. It’s the issue that came to your attention last week but still hasn’t been fixed. It’s a glitch on the website, it’s a backorder issue, or it’s a new phone system causing the average wait time to double. You know about the issue, but – worse yet – your customers know about the issue. So how do you handle it when the customer brings it to your attention?

First, empathize and admit knowledge. Convey your understanding of the other person’s frustrations as you would with any complaint. Do not try to hide the issue. Tell them that you’re aware of it.

Second, note what is being done to resolve the problem. Tell them in general what is being done to address the issue. Even if it is a statement such as “We have a team looking at it” or “Our tech folks are investigating” or “The system is in the process of being upgraded” – those brief statements suggest that resolution is underway, and complaints of customers like the one that you’re talking with are being taken seriously. Don’t dwell on the details of the issue or all the specific actions being taken to rectify the concerns. This can get the conversation off track or going down negative path.

Transition to a near-term solution. Quickly move toward some alternatives that the customer could consider in the meantime. These are typically actions that YOU can take as opposed to having the customer go through several steps on their own to fix a problem that was caused by the company. For example, you could transition with statements such as: “Fortunately, we do have a couple other options for you to consider” or “However, there is some good news…” or “While we’re updating the website, here is what I can do for you right now…”

When dealing with a known issue, don’t ignore it, try to hide, or argue with the customer about it. Instead, empathize, admit knowledge, note the action being taken so they won’t have to deal with this again in the future, and quickly transition to an alternative.

Fix today’s customer issue even before the real issue is resolved for tomorrow’s customer.

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