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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

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

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Imagine Being on TV – 10/31/17

Posted on October 31, 2017 in Customer Service Tip of the Week Please leave a comment


You’re performing your job – providing customer service over the phone – but cameras are all around. You are on LIVE TELEVISION!! What you say, how you say it – the mannerisms, the voice inflection, the eye movement, the hand gestures – it’s all caught on tape.

That also means the eye roll, the crossed arms, the shaking of the head, the huff, looking at your smart phone as your customer talks – it’s all caught on tape – YIKES!

Sometimes we allow ourselves to let our body language take a bad turn when we’re on the phone. That’s okay, isn’t it? It depends on your view of customer service. We believe that delivering great customer service needs to be an all-the-time attitude, not the proverbial light switch that we turn on and off based on who’s in front of us or whether we’re on the phone or face-to-face, texting or e-mailing.

That means when we’re engaged with the customer or a co-worker, regardless of phone or face-to-face – we want to be great. We want to let that other person know we care. We want to represent the company in a positive light. We want to have a positive impact on those whose day we touch – even if just for a moment.

When the interaction ends, we may want to roll the eyes or “smh” or huff or take a mental break and look at the smart phone for a minute. That’s definitely understandable.

Just know that when engaged with the customer in any manner, we need to be wired for excellence. If we imagine we’re on TV, it makes us self-aware. Then that attitude of service excellence can come through regardless of how we’re communicating with the customer.

Imagine being on TV to become more self-aware of how you need to come across to others.

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The Bad Host – 10/24/17

Posted on October 24, 2017 in Customer Service Tip of the Week Please leave a comment


True story: The young couple and their child walked into the restaurant and stood for a minute at the host stand. When the host arrived, she immediately and quickly said “I can’t seat you right now. I’ve got to clean a table, and you’re just going to have to wait.”

Now read that statement again out loud (if you can); read it without a smile; read it with a high tone of voice; read it very fast.

This was something I witnessed several times in various forms over 45 minutes. The employee was obviously flustered. She seemed overwhelmed, and she was letting every customer know through her interaction. No greeting; no smile; no welcoming attitude – it was blunt, fast, direct.

When she made her statement to this family, the wife politely said, “Thank you for letting us know.” She then turned around and walked out, followed by the child and husband. Two other families walked out. Lost business, hurt reputation for the restaurant, and probably a couple postings on social media followed.

Who knows what the root cause of the issue was for this employee. Maybe she was just having a bad day; a co-worker or employee could have been rude to her. She may have been short-staffed or overwhelmed with the number of guests arriving. Maybe she was just a bad fit for that role.

Regardless of the reason for the issue, she should not have taken it out on customers just walking in the restaurant, hoping to have a relaxing, tasty meal with family and friends.

Sometimes we just need to be more self-aware when things aren’t going our way. It’s fine for us to have emotions – we’re all human. But also being human we have the ability and responsibility not to take out these frustrations on others – particularly innocent customers and co-workers.

Don’t be the Bad Host – check your emotions before connecting with others.

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The Most Important (BLAND) Customer Service Skill – 10/17/17

Posted on October 17, 2017 in Customer Service Tip of the Week Please leave a comment


People great at customer service are often responsive and efficient. Not the sexiest words to use, but I’m going to use an EVEN MORE BLAND (How’s that for hype!) word to describe much of what drives responsiveness and efficiency – Organization. Continuously work on your personal organizational skills:

  • Save the Trees! Rely less on paper – instead, have soft copies of more/all information – using e-mail, PDFs, One Note, and other tools that can be more easily organized together.
  • Add “Virtual” Structure: Organize your files by client or topics or project or initiative. Use subfolders to best refine that structure. Don’t be one of those folks with one e-mail folder – the 30,000 e-mail Inbox!
  • Plan Your Work: Plan your weeks at the end of the prior week or first thing that new week. Ensure you have the time to do what you need to do each day to reduce the chance you get behind.
  • Work Your Plan: Plan your days at the end of the prior day or first thing that day. Work your top priorities first, and if you did a weekly plan, you won’t have to think about tomorrow until tomorrow.
  • Feng Shui Anyone? Make sure your work area is arranged to make it easy to find information, to share information, to quickly get what you need for a client response or a meeting.
  • Out with the Old: Purge or archive old files – whether it’s hardcopy or e-mail, the longer you keep old information near the new, the longer it will take you to find what’s truly relevant.
  • Quickly In (and out) with the New: When assigned a new quick task or asked for a response, consider doing it right then instead of putting it on a list to do later. This keeps your backlog down and increases your responsiveness.

 

If you want to be great at customer service, find ways to be more efficient, more responsive, more effective, and even save yourself some time.

Get organized to get better at customer service.

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