Customer Service Tip of the Week | Customer Service Solutions, Inc. - Page 184

When They Might Walk Out the Door…Permanently- 7/21/26


Have you ever had one of those conversations with the customer where they literally tell you they’re about to stop doing business with your company?  This is it.  They may bring up a competitor or found another way to get their need met, or they are just leaving. When we Read more

Transparency in Customer Service- 7/14/26


We’ve worked with a lot of clients in the local government sector, and many of these clients have Customer Service Standards and/or corporate values that include Transparency. Think about an old-fashioned transparency sheet, that malleable see-through page you put on an overhead projector.  You can see everything on one side Read more

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

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

Strengthen the Strength – 9/22/15 TOW

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I was in a meeting recently with a client, and we were discussing continuous improvement. Although continuous improvement in most organizations revolves around identifying and fixing issues that are keeping you from being productive, effective, or great at customer service, this organization takes a slightly broader approach.

Along with addressing issues that need to be fixed, they also focus on using continuous improvement to “Strengthen the Strength.” Essentially, the organization encourages staff to identify their strengths and then work to get better and better and better. Similarly, the organization as a whole strives to build on its core competencies and strengths.

Let’s focus on the individual staff perspective. Maybe you’re somebody who is very organized, and yet you’re not very tech savvy. Identify technology solutions that can enhance your organizational skills. There are many apps and software products that are focused on organizing work, projects, brainstorming, social media management, e-mails – virtually any aspect of business.

Let’s assume you’re someone who is highly responsive. That means that you’re responding to all messages with an e-mail reply typically the same day. So how do you strengthen that strength? Maybe you could ensure that along with responding that you’ve received the message, you also convey what next step will occur and by when. Maybe you’re normally communicating back via e-mail the same day because you prefer e-mail, but you begin learning how your clients prefer to communicate, and you begin using their preferred communication method instead.

At the organizational level, you can also use your strength for the greater good. You may be somebody who is very outgoing; use that positive nature to make connections between different divisions of the organization that may not know each other well but that need to know each other well for the organization to perform better.

You may be very analytical; instead of using your analytical ability just in the normal course of your own work, you could volunteer for continuous improvement teams and provide the type of analysis that gets to root causes and potential solutions.

When you think about continuously improving yourself, down just focus on fixing issues.

Strengthen the Strength.

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Avoid the Overpromise – 9/15/15 TOW

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Bill called tech support to ask about an issue with one of the company websites. After he gave the representative a brief description of the issue, the representative immediately and enthusiastically said “I can DEFINITELY help you with that!” After ten minutes on the phone, it became obvious that the representative couldn’t help and that his statement was merely a script.

The government employee received the building design plans from the architect and told him that the plans would be reviewed in 20 days. It was the first of the month, so the architect thought the plans would be reviewed by the 21st. On the 22nd, having heard nothing about the status of the plan review, the architect called the reviewer.

“No, they’re not ready,” said the reviewer. “I told you 20 days. It took us a couple days of administrative work to get these into review, then it’s 20 business days for review. Then it will take about 2-3 days to get the comments into the system for you to review and respond. So you should be able to review comments by the 5th of next month.”

These are two real-life examples of a company overpromising and a customer being upset with the result. In the website scenario, the employee conveyed hope – which can be good – but he made it sound so definitive that he set unrealistic expectations based on a brief understanding of the issue before knowing the true cause of the problem.

In the second case, the overpromise was due to communication issues. The statement “20 days” – while it seems straightforward – can mean two different things to two different people. There was no clarification of what that meant. If the employee said “the 5th of next month” from the start, there would have been no risk of overpromise.

When working with customers, convey hope if you think you can help, but temper it with a dose of realism. And when setting expectations for timeframes, be clear on what will happen and by when.

Don’t create the irate customer. Avoid the Overpromise.

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Consider Lack v. Lag – 9/8/15 TOW

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The assumption that we can make about an organization when we hear that there are “communication issues” is that there is a lack of communication. Management did not tell staff about changes. Certain departments are not communicating with other departments about what’s going on with customers. Co-workers are not communicating with each other about basic scheduling or day-to-day operational points.

And while the assumption that communication issues relate to a lack of communication is usually true, in many organizations the bigger issue with communications is the lag in communications.

The staff find out about policy or procedural changes, but the time they find out is when they’re given notice that they need to implement those changes. Without input into the decision to make the change or how the change would be implemented, and without knowing why the change is instituted, the employees are left with the responsibility of implementing something in a very short period of time without the benefit of planning it into their work schedule.

Sometimes the marketing department is rolling out some new messaging to their clients and prospective clients, and they share that information with the customer service area. But unfortunately they share that with the customer service area at the same time that they launch the messaging to the customers directly.

Employees schedule days off weeks in advance, or they take breaks. Although they do tell their co-worker, sometimes they tell them that they’re going to be off on Friday when it’s Thursday evening. Sometimes they mention that they’re taking a break as they are walking out the door.

The point is that it’s not only important to communicate, but it’s also important to think about the timeliness of communication and the impact of the timeliness on others. When you’re evaluating whether or not to share information with others, strongly also consider how soon you can convey that information.

Bring co-workers into the loop earlier to eliminate the lag in communications.

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