Customer Service Tip of the Week | Customer Service Solutions, Inc. - Page 175

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

Stop the (Negative) Chatter – 1/12/16 TOW

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A friend recently shared her negative customer experience with me. While waiting in line at a grocery store, employees complained loudly between the checkout registers about their frustrations with how slow the system was at the time. Not only were they upset with the registers, but they were sharing it with every customer within earshot.

At the same time, ironically enough, her husband was waiting in an interminable line at his physician clinic. The check-in line was moving at snail’s pace, and when he finally made it to the front, he understood the reason for the delay – the new computer system was down, and they were working off manual schedules, documenting all clinical and billing information on hardcopy. Behind the frustrated registration clerk were her co-workers loudly proclaiming their anger with the computer system, the IT people who are charged with keeping the system running, the people who decided to install this system, and any other employee they could think of blaming.

These technology issues were obviously frustrating for the employees, and anyone who’s seen the BSOD (Blue Screen of Death) or just sat while the computer’s hourglass rotates on the screen FOREVER understands the frustration.

But the point here is that the technology experiences were not good for the customer either. Negativity loudly spewed out of the employees in front of the customers, and the whole atmosphere suffered the collateral damage. Instead of the employee issues engendering empathy from customers, the employees complaining made these two customers not want to return.

Here’s a question to consider: What customer wants to spend their money to be in an environment of negativity?

The next time some internal issue happens, try to keep the negative chatter to a minimum when in front of the customer.

Don’t let your frustration be the reason the customer never returns.

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A Discreet Twist on Confidentiality – 1/5/16 TOW

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HIPAA. If you’re in healthcare, you know what that means – HIPAA is all about information privacy. If you’re a parent with a child going to college, you’re probably familiar with the laws protecting your child from having to share their school information with…you!

If you’re in a financial-oriented or retail (or most other) type of business, I’m sure your company is concerned with keeping social security numbers and credit card numbers confidential.

Confidentiality and privacy are embedded in many big corporate initiatives, policies, and laws. But let’s take a twist on confidentiality that’s not simply a governmental or organizational requirement – instead, it’s a component of great customer service.

When thinking about how to best provide service to your clients, consider the term “discreet.” Being discreet with client information means keeping the information and their concerns private unless absolutely necessary. It means respecting them and the details of their situation. It means not sharing the client’s details with others for the sake of sharing; it means appropriately using and sharing the information only for the benefit of the customer.

View “discreet” as holding difficult conversations with customers in a more private room. It means not repeating personal information like their cell phone number, hotel room number, or e-mail address loudly for other customers to hear. Discreet requires that we’re aware of our surroundings and aware of the responsibility we have to be professional and respectful of client-specific information, issues, emotions, and needs.

What does “discreet” mean to someone in your business, and how does that present itself differently when talking with the customer on the phone or face-to-face? In your business, when should you be discreet in sharing one client’s information with other clients or with co-workers?

Take a twist on confidentiality. Be discreet with the customer and their information to provide the best customer experience.

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Build Your Customer Service Energy – 12/29/15 TOW

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I am NOT a high energy person. It started late in college when my mom actually had me tested for anemia because I complained about being tired. First of all, I never knew there was such a test. Second, I learned it doesn’t pay to complain. I was hoping it was just a case of being a Senior in college and having a few too many late nights, but it turned out to be just who I was…and am.

Although I’m fairly laid-back, when I give a speech or facilitate a workshop on customer service, culture change, or client retention – participants invariably compliment me on my energy level.

But how can this be?

Maybe it’s adrenaline, but – even if it is – it’s adrenaline that comes from being with people I sincerely want to help, people whose questions and concepts make my synapses fire! It’s about engaging others in dialogue, in conversation – it’s about getting to know others to the point that you want to help them.

Maybe you’re not the highest energy person, and all the espresso and 5-hour ENERGY shots won’t help you sustain energy with customers. Instead, take a different approach.

View an interaction with a customer or co-worker as an opportunity to sincerely help someone. It’s an opportunity to engage with a unique and often very interesting person. It’s a situation where you’re having an intellectual discussion or personal conversation – it’s dialogue and engagement.

Each “Moment of Truth” is an opportunity for you to help others, learn a little more about the world, and share a little of yourself with the world.

Almost irrespective of the topic, each interaction is one of life’s little moments – and those little moments and the opportunities that they provide to engage others are energy-building opportunities.

Use the opportunity of the engagement to build your customer service energy.

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