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

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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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Teach People How to Teach You – 7/7/15 TOW

Posted on July 7, 2015 in Customer Service Tip of the Week Please leave a comment


I was privileged to be at a school district’s leadership conference recently, and a portion of the morning activities included a student panel talking about their experiences (good and bad) during their time in the school system.

One of the students – a high schooler who was blind – noted his frustration when he entered middle school because the teachers didn’t know how to teach someone who couldn’t see. So the student decided that at the start of each semester, he would write a letter to the teachers that told them how to teach him.

Imagine that – a student telling a teacher how to teach him – incredible story and brilliant idea by this young man; the idea enhanced his learning and the experience for the teachers as well.

This is a story from which we can all learn a lesson.

Maybe you don’t have the greatest boss in the world – they’re not great at asking what you need to be successful, or they’re not the best at growing your professional skills and getting the most out of you.

Find ways – a letter, a chat over coffee, an informal sit-down meeting in a conference room – to tell them about how to best work with you for their benefit, your benefit, and the benefit of the company and customer.

Let’s look at a different application of this story. What could you learn by asking the customer how you can best help them? Instead of telling them that you’ll send an e-mail follow-up, ask how they’d like you to communicate with them. Instead of mapping out your own relationship development plan, ask what’s the best way for you to learn about them to ensure you best know their needs and goals. Instead of telling them how they can learn more about your products, services, and customer service resources, ask how they’d like to learn about them.

Learn from this inspiring student – teach others how to teach you.

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What You Do Shows What You Value – 6/30/15 TOW

Posted on June 30, 2015 in Customer Service Tip of the Week Please leave a comment


In the middle of the call with the customer service representative, the rep said “I need to let you know that I’m scheduled for my lunch break in 1 minute, so someone else will be handling your call.” One minute later, the caller heard “Hold, Click” and background music. What did that interaction say about what was important to that rep?

After the discharge nurse finished giving discharge instructions to the patient, the discharge nurse left the room. It was shift change, and the first shift nurse who had cared for the patient for the past 3 days was officially off-shift. But that nurse waited until the discharge nurse was done, walked into the room, wished the patient well, and gave the patient a hand-written thank you card. What did that say about what the first shift nurse values?

The customer went to return some shoes in the guest services department of a major retailer. There were three staff behind the counter – ten feet behind the counter to be exact. They were sitting down with their backs to the customer, looking at computers. The customer had to loudly say “Hello!” to get their attention. What did that interaction say about what was most important to the company and the staff?

These three true stories illustrate a very important point. What you do in customer service situations is a reflection of who you are with others, what’s important to you, and what you value.

Make your actions reflect the best of you.

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Know the Person’s Story – 6/23/15 TOW

Posted on June 23, 2015 in Customer Service Tip of the Week Please leave a comment


The person standing in front of you – that customer – has an issue. They were overcharged, received a past due penalty because they didn’t get it rectified in time, and want it all corrected with the penalty waived.

You’ve dealt with a similar issue 100 times, so you know the process, but do you know the person?

Let’s see…

Prior to standing in front of you, that customer waited 8 minutes in line. Prior to that, they rode a cramped (and somewhat smelly) elevator to your floor. Before that, they waited 3 minutes for an elevator.

Prior to finding the elevator, they walked/jogged in a driving rain from the back section of the parking lot to the building. Prior to that, they drove past your building because of poor signage and had to go around the block again to get back to the entrance. Before that, they drove 25 minutes to get to your offices.

Three days prior to that, they called your organization’s general number, waited on hold for 3 minutes, and then were told they’d have to come downtown with proof of the overbill to get the issue rectified. Prior to that, they tried to find out how to fix it by going to your website, but they spent more than 15 minutes online, including an attempted live chat, and couldn’t get an answer.

Two days before that, they got in an argument with their spouse who saw the past due notice and saw how much he THOUGHT she paid for the service before realizing it was overcharged.

Two weeks prior to that, the customer left a voice mail for an employee that was never returned. A week prior to that, the customer received the initial invoice.

Let’s revisit where we’re at right now. They’re standing in front of you with an issue you’ve addressed 100 times. The transaction should take 3 minutes.

You now know the full story. What are you going to do differently?

Know the story of the person behind the problem.

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