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Home  /  Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16  /  Customer Service Tip of the Week

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

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

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Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16

Posted on September 13, 2016 in Customer Service Tip of the Week Please leave a comment


I received a request for help from an Information Technology call center representative. She wanted to better herself, but she had no access to corporate training. However, she clearly knew her needs – she had difficulty troubleshooting issues on the phone with customers.

She was communicating purely verbally – no written instructions for the user, no body language to read or convey. The representative sometimes got lost in the details of the issue, so it’s hard to help a novice user if the representative herself has difficulty keeping all the facts clear and top-of-mind. Also, the representative wasn’t always certain where the user was on the system versus where the representative expected the user to be during the resolution process.

So the representative wanted guidance – what were specific, tactical things she could do to better resolve issues on the phone? Here are some thoughts – although they’re written through the I.T. lens, they apply to any telephone troubleshooting situation:

  • Tell the customer that you’re going to ask several questions, and note why you’re asking (i.e., the better you can specifically know the issue and cause, the better you can give them the right solution).
  • Be patient with the customer – they probably are frustrated and may be overwhelmed.
  • Avoid acronyms and “tech terms” – the customers are probably not as knowledgeable as you.
  • Get to the root cause before you get to the solution. That way you can address it the first time without backtracking through resolution steps to alternative solutions.
  • If you get lost in the details, draw a picture of the issue and resolution process on a piece of paper (almost like a flow chart) while talking with the customer. That way, you don’t have to rely on your memory; you can see everything on one page. Possibly have standard bubbles on the paper that address key points including: hardware system, application/software, timing (time of day, day of week), frequency (first time or recurring), system messages, key issue occurring, etc.
  • If you have trouble explaining to the customer how to troubleshoot, walk them through the typical flow on your paper. Then, after each question or step they complete, confirm with the customer that they understand. Never go to Step 5 until you’re certain they’re done with Step 4 and you know where they are after Step 4.

Review these quick telephone troubleshooting tips, and tailor them to make the issue resolution process better for you and your customers.

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The Experience is the Thing – 9/6/16

Posted on September 6, 2016 in Customer Service Tip of the Week 1 Comment


My wife and I go to the same grocery store, but they are totally different experiences. Well technically, we shop at the same grocery store chain but at different locations. Just for the sake of conversation, we’ll call the chain “Food Market” – not original, but appropriate.

Both Food Market locations are a little over one mile from our home, but mine is the flagship store – the Taj Majal of supermarkets. Hers is very small – one of the smallest that the chain owns.

I love my Food Market. There’s plenty of parking, three different size grocery carts, and it’s got everything you need. Best of all are 3 aspects of the experience: 1) The aisles are large – plenty of room to roam or to stop and stare at the vast offerings of pretzels and chips. 2) I know where everything is and in what order to navigate the store to efficiently get what I need. 3) They have 12 (yes 12!) self-checkout kiosks.

My wife loves her Food Market. Have you ever watched the TV show Cheers? A daily bar patron – Norm – walks in, and every customer and employee yells “Norm!!” That’s the way it is for my wife. She has become friends with everyone, enjoys socializing with the check-out clerks, makes special requests, and appreciates the relationships with the staff. She’s in no rush to leave – this is her market.

These Food Market stores are part of the same chain and have essentially the same products, but my wife and I each prefer a different one because each has the experience we desire – and the experiences are VERY different.

Too many business owners and managers think all customers care about is the product and the price. But to many consumers, the experience is the thing.

Find out the desired customer experience (or experiences), and map out a way to delight the customer.

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Where Do You Hang Your Customer Service Hat? – 8/30/16

Posted on August 30, 2016 in Customer Service Tip of the Week Please leave a comment


When I work with Billy (one of our tech team members) on a survey, he is ultra responsive to e-mails, replying quickly, answering my questions, and providing guidance.

Karen is a joy to work with on project. She’s very organized, exceptional at planning, and before I ask for a status or request an update, she sends it to me – as if she’s reading my mind.

Robin juggles many balls as the office manager. She’s got billing, staff supervision, issues with office equipment, and other activities to address on a daily basis. But when she’s talking to a tenant, it’s as if she has only one job – making that individual feel like the most important person in the world.

When I talk with Mary Elizabeth and share a potential partnering opportunity, she’s very excited – for ME! To her, it’s about what she can do to help me, not what she can get out of it.

Chess is always trying to make things better. When he asks a question, comes up with an idea, or makes a suggestion, it’s always done to improve the service to his clients, develop his staff, or support me in some way.

These are my quick perspectives on five individuals I work with all the time. Some are partners, some are customers, and in some cases – I’m the customer. But regardless of what the main relationship is, at some point I’m serving them or they’re serving me. It’s an ongoing customer service mindset they have regardless of whom they’re addressing.

The perspectives I have on them are based on my assessment of our interactions – my evaluation of their approach to communicating with and serving others.

What do your clients and co-workers think of you when assessing your service? What’s your personal customer service brand?

Identify where you “hang your hat” in customer service – make it what makes you different/special.

Hone your own customer service brand.

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