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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

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

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To Improve Yourself, Hone Your Learning Skills – 4/26/16 TOW

Posted on April 26, 2016 in Customer Service Tip of the Week Please leave a comment


Facebook didn’t exist 15 years ago, and now companies provide customer service through it. Millennials weren’t a prevalent customer base 10 years ago, and now they dominate many companies’ customer service approach. In many industries, the customer experience wasn’t seen as vital to the bottom line 10 years ago (and still today to some), and now firms such as CSS are devoted exclusively to Improving Your Bottom Line by Improving Your Customer Service.

Time changes aspects of how we serve and who we serve. So the skills you have today – even if they’re a great fit for your company and customers – aren’t necessarily the skills needed tomorrow.

In order to continuously improve, therefore, we have to continuously learn.

That begs the question: How do you learn?

Here are several key practices to put in place to continuously learn:

  • Identify Stars – Which of your co-workers is best in a certain aspect of what you do? Who has knowledge above others? Find the stars and ask how they are so good and how they stay at the top in performance, skills, or knowledge. If you don’t have someone like that in your organization, find tips, podcasts, or other resources from customer service experts that keep you leading edge.
  • Look at Your Past – What have you done previously that led to success? The saying “those that don’t learn from the past are doomed to repeat it” was focused on failures of the past. But SUCCESS in the past does not guarantee repeat success. What did you do that satisfied that customer, resolved that issue, or retained that client business? Document the “why” behind that success to remember how to replicate it.
  • Debate – Teams make better decisions when there is healthy conflict. They hash out perspectives, uncover ideas, and refine them under the pressure and questioning of debate. For you to tap into healthy conflict in a unique way to learn, identify some topics or types of customers that are challenging. Then talk with co-workers about different approaches for those situations, debating ideas and coming to a consensus on possible best practices. Debate your way to better performance.
  • Measure Yourself – Learn from whatever metrics are important to you, your customer, and your company. Know what truly impacts those measures. Too often people think that hard work alone drives performance, but oftentimes knowing what you do well and focusing your energies on Strengthening Your Strength and avoiding situations where you’re not so skilled is what really moves the needle.
  • Value Complaints – Our first reaction to complaints is often defensiveness, but in the midst of these complaining customers are sometimes nuggets. What can we learn from their complaint, or what drove the complaint, or what you tried to do to resolve it that didn’t calm them down or didn’t work? A complaint can be a gift.
  • Ask Your Customers – What do they think of you, your process, your performance. Ask “How was the experience for you today?” or “Is there anything I could have done better or different in helping you today?” or “Is this the experience you were hoping for today?”
  • Ask Your Clients – I know this sounds like the previous practice, but here I’m defining “client” as a long-term client who knows you fairly well professionally. State “I’m always looking for ways to improve, so I was wondering if you could offer me a little feedback – maybe one thing I do really well and one thing I could do better in some way.”

You may be great today, but remember that tomorrow is another day. Put practices in place to help you stay on the top of your game.

Hone your learning skills.

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Set Time Aside – 4/19/16 TOW

Posted on April 19, 2016 in Customer Service Tip of the Week Please leave a comment


Many of our clients struggle when changing organizational culture, impacting morale and organizational success, or getting staff to focus on what’s most important. Great ideas are created, but they often don’t become a sustained reality.

The solutions to this issue with real change not occurring or not sustaining often boil down to one key point: You have to set time aside.

Example #1 (Embedding in Education) – A CSS education client is having difficulty embedding some of its Core Values into its culture. They are communicated periodically, activities are developed for leaders to use with staff, but the culture change is slow and inconsistent. One solution that they are now undertaking involves making these Core Values a standing Agenda item for every meeting. At least 5 minutes of every meeting are set aside for some action, story, recognition, reinforcement, or activity that addresses Core Values. Best case, that Core Value agenda item aligns to the meeting goal, but in any case the values are embedded into their existing meeting structures.

Example #2 (Getting Buy-in in Government) – A local government client of ours is trying to accomplish two key goals concurrently: Raise performance and improve morale. One of the big morale issues is that front-line staff felt that decisions were made by a few leaders with no input from the staff charged with implementation. Putting the plans in place was invariably done last minute, resulted in unforeseen issues, created NO staff buy-in, and put stress on staff. The solution? Ongoing Employee Roundtables are being created; leadership is setting time aside on a recurring basis to get staff input and ideas early on when new products, policies, and processes are being considered. This creates buy-in, makes for better ideation, reduces staff stress, and decreases backend fire-fighting post-implementation.

Example #3 (Reviewing Sports Research) – We have worked with a sports client to create a Voice of the Fan research program for its events at multiple venues, but some venues (typically lower performing ones) aren’t using the data as completely as they could and aren’t participating in the post-survey debrief calls. The solution? The client now requires all venues to set aside time for the debrief calls, and the corporate staff participates on the calls. The venue staff are now ending these calls excited by what they learned, knowing how to best use the results, and aware of the retention and revenue growth opportunities available.

So what are your ongoing organizational challenges? Maybe the challenges are not being effectively addressed because time is not being consistently devoted to the topic.

Set Time Aside.

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Go for the Hard Yes Over the Easy No – 4/12/16 TOW

Posted on April 12, 2016 in Customer Service Tip of the Week Please leave a comment


The customer was telling his business partners about what a great job the lender did for him. Before that, the customer was happy and joking with his account representative, Jay. Before that, Jay was getting him the paperwork that provided the funding the customer needed.

Prior to that, Jay offered the customer a couple options for funding his equipment purchases. Prior to that, in a response to a question from the account representative, the customer told Jay his business goal. Prior to that, Jay said No.

Jay said No because the customer had asked for a specific type of loan for which he wasn’t qualified.

We’re tracking here – we’re tracking back from the positive Word-of-Mouth that Jay was receiving to the inception of the conversation – when the customer asked for something that could not be done.

Jay opted for the “Hard Yes” over the “Easy No.” He said No initially because policy warranted the response, but he moved deeper into the conversation. He probed for the core need. He cared enough to ask the questions that led him to an answer.

Follow Jay’s lead. Go for the Hard Yes over the Easy No.

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