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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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With Customer Complaints, Forewarned is Forearmed – 2/16/16 TOW

Posted on February 16, 2016 in Customer Service Tip of the Week Please leave a comment


Sound ominous?

It’s not meant to be ominous as much as this old saying is a cautionary tale to multitudes of people in life, especially those of us in customer service.

This saying implies that if we know something is going to happen, then we should be prepared. So how do we get “Forewarned” about customer complaints?

Think about the early warning signs of a complaint. Is the website down? Are callers holding a long time (or longer than normal) before they get to you? Is your company’s call volume up? Is the facility having issues (too cold, too hot, smells)? Has this customer complained before? If the customer’s in front of you, does their body language or facial expression denote they’re about to detonate?

There are ways to become aware that the conflict is imminent.

But what does it mean to be “prepared?” After all, awareness does not equate to preparedness. How do we get “Forearmed” in our customer service world?

Know the Company – Clearly understand policies and procedures for serving customers, service recovery processes, and authority you have to fix a problem or compensate a customer.

Know the Customer – Access client information on their past purchases, service calls, and complaints. Know what causes the issues, how they reacted, how your company responded, and how issues were best rectified.

Know Yourself – Know the right questions to ask; be aware of what triggers your emotions in these tough situations, and bring in your best attitude of patience, empathy, and responsiveness, as well as your mindset as a solution-provider.

We can’t anticipate every customer complaint, but if we can increase our awareness of the triggers of complaints and improve our preparations for the encounters, we can handle them more effectively and more quickly.

Forewarned is Forearmed.

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To Do More, Find Ways to Do Less – 2/9/16 TOW

Posted on February 9, 2016 in Customer Service Tip of the Week Please leave a comment


“I have too much to do and not enough time to do it.”

“I can never get anything done.”

“They keep adding things to my plate, but they never take anything away.”

I’m sure most everyone reading this tip has said something similar at some point in their work lives. We are asked to do more and more and more, and at some point the quality suffers, or we work ridiculous hours, or we can’t get it all done, or we burn out.

Often, we can’t control what we’re assigned by others to do, so how do we do more? Start by asking yourself: “How can I do less?”

Leverage Technology – About one year ago, I bought a new computer/tablet to replace my 7-year old lap top. Instantly programs loaded more quickly, information linked together more smoothly, technical issues virtually disappeared, and now I use almost NO PAPER – leveraging technology made me more productive.

Stop What You’re Doing – I periodically ask myself – what if I stop doing this? Would anyone care? Too often, people generate reports, track worked hours or productivity or quality statistics that – today – are no longer meaningful or even read. At least once a quarter, look at the data you collect and the reports you generate, and question whether they need to continue.

Reduce the Excess – When CSS started 18 years ago, we spent hours creating these gorgeous 20-page proposals for relatively small projects. Over the years, we moved to 6-page proposals and then 4-page approach documents. Now we do a great deal of 1-2 page Price Quotes. Customers don’t have time to read large documents, so why should we give them something they don’t want? When you’re designing documentation for customers, find out how they’d prefer to receive information and what information is truly important to them. Design it that way, and get rid of the documentation excess.

Don’t Create from Scratch – For years, I’ve been a proponent of replicating (but personalizing/customizing) e-mails. You can be so much more productive/professional if you don’t create everything from scratch.

Get Information in a Productive Format – Finally, get people to give you information in a standardized manner – we provide our mystery shoppers with very specific templates so we can focus on the content of what they found rather than the structure of HOW they provided their analysis to us. Use forms, templates, and clear/specific questions to have people submit information in a way that’s most useful and productive.

To do more, find ways to do less. Build your own customer service capacity.

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Of Donuts and Delivering a Great Experience – 2/2/16 TOW

Posted on February 2, 2016 in Customer Service Tip of the Week Please leave a comment


Are you a Dunkin’ Donuts or Krispy Kreme raving fan? Take the poll in this Tip of the Week, and let us know!

Why are we discussing donuts? It’s because it’s rare to find someone who likes both brands equally. It’s because when you order donuts from one of their stores, you have decisions to make. Do you want sprinkles? How about chocolate or cinnamon? Good old fashioned glazed? Jelly? Maple? Hot and now?

There are many choices, and where there are so many choices, some customers want varieties and others want the same thing every time. To deliver the right donut, the employee can’t assume what the customer prefers.

In customer service, it’s easy to hear a key word or phrase coming from the customer and assume we know what they want; it’s easy to incorrectly read something into an e-mail or letter from a customer.

So when the customer has many choices in service delivery, how do you make sure you deliver the right experience in the right manner? Consider these 3 points in your dealings with customers.

#1 – Educate – Let them know the options. This gives the customer the best possibility of getting what they want the way they want it, because they know what service they can receive, when, and how. This also enables you to proactively set expectations with the customer about the experience.

#2 – Ask – Identify their true issues, needs, goals, and preferences in the service experience by asking specific questions – the what, why, when, and how of the need itself, as well as how they’d prefer it addressed.

#3 – Confirm – Before moving forward, restate your understanding of what they just conveyed. Remember, you want them to have a great experience, so convey you listened and you care by confirming (and then doing) the right thing.

To provide a great experience, truly know the customer’s choices prior to delivering the service.

Educate, Ask, and Confirm.

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