Customer Service Tip of the Week | Customer Service Solutions, Inc. - Page 16

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

The Misunderstood Physician – 8/12/25

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I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research – he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the low ratings were often because his schedule was booked, and people cannot see him immediately.  Sometimes it was a complaint that the scheduling person was not pleasant or the patient was on hold a long time trying to get the appointment set up.  None of these low ratings was directly because of the doctor.

But there was one low rating where somebody commented that the physician was rude.  When his staff followed up for clarification on the comment, the patient noted that the physician didn’t spend enough time with them and didn’t ask enough questions.

Now, I had been cared for by this physician long enough to never dream of calling him rude.  He’s very personable, very efficient, and very knowledgeable.  But there was something about that encounter with that other patient that gave the perception of the physician being rude.

Defining Rudeness

Different people perceive rudeness in different ways.  In this case, rudeness was – in the mind of the customer – defined as the lack of time spent by the physician.  For others, if you interrupt them, they feel you’re rude.  For some, if you’re looking at your phone or iPad or computer while they’re in front of you, they think you’re rude.  If the employee states only what can’t be done in response to a request, some view that as rude, even if it’s the truth.  For some customers, 1-word answers from employees seem rude.  And for others, a harsh tone – where the employee only seems to emphasize the negative words – seems rude.

Overcoming the Perception

For all we know, the employees in these situations are all very kind.  Unfortunately, that particular customer engaged with them at that particular moment is perceiving them as rude.  So how do we overcome that perception?

From a time perspective, yes, be quick, efficient, and productive, but also be patient with the customer and their questions.  Don’t interrupt the other person, but instead let them share.  Ensure you’re focusing more on the customer than on the device in front of you, and if you have to be looking at that device, let them know what you’re doing on their behalf while tapping the keys.

Complement the true statement of what CAN’T be done with the helpful statement of what CAN be done.  Go beyond the 1-word answer (particularly if it’s a negative word) with a couple additional words to add some softness, kindness, empathy.  And with the tone, have a pleasant tone, have some variability in your voice, and place more emphasis on the positive words.

Intentionally overcome any perception of rudeness.

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Uncover Silent Concerns – 8/5/25

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One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear.

And when we bring up that statistic, we bring it up because we want to make sure companies and individuals realize that “no news is not necessarily good news.”  There are many people who will not complain directly to a company when they have an issue.  If you don’t ask them, they will not let you know.  You may assume that they had a great experience because they didn’t say otherwise, but they could be taking their business elsewhere the very next day.

While we have provided examples of questions you could ask directly before you wrap up a conversation in order to uncover complaints, you can also – through the normal course of discussion – gauge how the customer’s experience has been.

Noted below are some key questions to ask your customers to uncover concerns before they balloon into something bigger:

Process and People Questions

  • How has the process been so far?
  • Anything that we can be doing better to serve you?
  • Is there any part of the process or any information in the application that is unclear?
  • How did you like working with our intake team?

Product and Service Questions

  • How has the product been working for you?
  • Is the device performing consistently?
  • Are you noticing any improvements since you started this service?

Expectation-oriented Questions

  • Have we been meeting your expectations?
  • Have you been receiving the updates you expected?
  • Is there anything we can be doing to better meet your needs?

While you’re talking with the customer, be intentional about gaining some feedback.

Ask key questions to learn about the experience, and to uncover silent concerns.

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Talk Yourself Up to Take Down Their Anxiety – 7/29/25

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I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you…

When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with negative outcomes, part of what brings their anxiety down, part of what calms their nervousness is their confidence in you.  So, that might require that you talk a little about yourself – not to brag – but more so to help them realize they’re working with somebody who will help.

What can you say about yourself to build confidence in the mind of the customer?

First, make sure they know your name.  If you’re going to help them through a process, they feel more comfortable with somebody that they feel like they know or can call by name.

Next, weave in how long you’ve been working at the organization.  If you haven’t worked there that long, let them know how long you’ve been working in the industry or how long you’ve been working on similar issues.  Time conveys experience which can convey knowledge and expertise.  If you are brand new to the company or industry, tell them about your training or your team of co-workers.

Talk about similar customers – probably not by name – but those who were in similar situations or were dealing with similar stresses as the customer in front of you.  Talk about those customers without going into too much depth on what their issue was, because it’s not about the other customer.  But talk about those similar customers and the positive outcomes that transpired.  Here you are painting a positive picture for the individual in front of you by sharing stories of those you’ve helped in the past.

Note your familiarity with the process you’re going through or technology that you’re using to go through this process.  If they sense you’re knowledgeable about the nuts and bolts of resolving the issue or addressing the need, then that’s another confidence-builder.

Sometimes you have to talk about yourself even if you’re the most humble person in the world, because sharing about yourself creates comfort for the customer.

Talk yourself up to take down their anxiety.

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