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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

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

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Negate the Nervousness – 5/6/25

Posted on May 6, 2025 in Customer Service Tip of the Week Please leave a comment

The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in the process, and he didn’t know if he’d get a loan.  If the loan was approved, he was uncertain of the amount of funding he’d receive, the interest rate, by when/how he’d have to pay it back.

Then he met Marguerite.  She was the banker, and she didn’t know the customer, didn’t know the needs, didn’t know whether she could address the needs.  But Marguerite had her act together.  What she DID know was her approach to engaging a customer that walked through the doors.  She knew her paperwork, her policies, her procedures.

Marguerite understood – that despite dealing with data, facts, figures, money – she was also dealing with a human being.  She was also dealing with his emotions, and she could see the emotions – a mixture of anxiety and hope – written on his face.  She was also dealing with the understanding that – handled effectively – she could be starting a business relationship between the customer and the bank that could last a lifetime.

We’ve Been There, Done That – But the Customer Hasn’t

With new customers, there’s often apprehension.  There’s a fear of the unknown.  There’s uncertainty.  And if we can change the uncertainty to certainty, then we can convey hope, we can build rapport, we can help grow the customer’s confidence.

Marguerite could not convey certainty about the outcome, but she could convey certainty about the process.  She could describe the steps, note what had worked in the past with other clients, and share an attitude of interest, concern, and responsiveness.

Negate the nervousness.  Build customer confidence by creating some certainty.

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Don’t Rush to Resolve Quickly – 4/29/25

Posted on April 29, 2025 in Customer Service Tip of the Week Please leave a comment

The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?!

If the use of this technique fails, the biggest reason is usually that the employee wanted to get out of the conversation FAST.  The employee is uncomfortable in these situations, and they don’t like to deal with the irate customers, so they try to quickly remove themselves from the situation.  And the employee usually – sincerely – believes that quick resolution is what the customer wants, so quick resolution means a fast conversation, right?

Not necessarily. The employee has to be patient to get a quick resolution.

Whether the employee is trying to extricate themselves from the conversation or help the customer get that quick resolution, the most frequent drawback in taking those perspectives is that they try to navigate the conversation too fast.  The employee talks fast.  They don’t give the customer enough time to vent.  They quickly go to a solution without learning the facts.  They interrupt the customer.  They say “I’m sorry” so early on and so quickly that the sincerity is lost.  The employee tries to end the conversation before the customer’s emotions start to calm down.  The employee takes control with speed rather than taking control with well-worded questions.

Quick resolution is a clear goal of most customers, but the best way to get there involves listening, empathizing, and being patient enough to ask the right questions so you can present the right solution.  Speeding to an end rarely ends well.

Don’t Rush to Resolve Quickly.

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Energy v. Apathy – 4/22/25

Posted on April 22, 2025 in Customer Service Tip of the Week Please leave a comment

I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy?

They described a lot of things that sounded really good, yet far too advanced for my non-medical mind.

Part of the reason why energy is of interest is…well…I always wish I had a little bit more.  But as it relates to customer service, energy is of interest to discuss because it’s generally a good thing.  Especially as an employee interacting with a customer, energy can convey interest.  Energy can convey action.  Energy can convey the willingness to do what is needed.

Apathy is the last thing you want to present to a customer.  It conveys that you don’t care, you’re focused on something else, that they don’t really matter.

So how do you convey more energy than apathy?

People who convey energy typically are doing some customer engagement with their eyes, with their body language.  There is a focus on the other person; you’re looking at the information they’re handing to you; you’re only briefly looking at the computer to access something for the customer before shifting your focus back to the customer.  Energy is having inflection in the voice instead of the verbal flat line.  It is nodding and giving the thumbs up v. being motionless, and having a blank stare.

When you’re in front of the customer, think about conveying a little bit of energy, a little bit of positivity. Because lack of that physical engagement – lack of movement – often suggests a lack of caring.  It suggests apathy.

Show the customer that you are engaged and that you care.  Convey energy over apathy.

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