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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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Get Engaged – 12/30/14 TOW

Posted on December 30, 2014 in Customer Service Tip of the Week Please leave a comment


Don’t worry; there will be no pre-wedding discussions here.

When we talk about Engagement in the customer service world, we’re either talking about Employee Engagement or Customer Engagement. And since “Engagement” is a buzzword nowadays, we need to have an understanding of what it really means.

Engagement in business essentially means the level of commitment that an employee or customer has with a business – it often has an emotional component or a tendency toward positive action/participation on the part of the engaged individual.

It goes beyond caring, but it’s based in caring. To take action, to have positive emotion, to be involved and attentive, the starting point is caring about that with which you’re engaged.

But it’s more than caring. One easy way to picture an Engaged community of customers or of employees is to picture the opposite – apathy. If you had apathetic customers, you’d have to bombard them with communications, marketing, offers, and enticements to patronize your business because otherwise they just wouldn’t care.

If you have apathetic employees, when they show for work, the quality and timeliness of what they do, and the attitude they convey to others would essentially be irrelevant to them. It would be all about them, and nothing about the organization.

Organizations should want engaged customers – those customers who are inwardly compelled to be a part of the company. Organizations need engaged employees – those proactively offering ideas and making decisions in the best interest of the company and customer alike.

For Employees
As an employee of an organization, you should want to be engaged. You should want to care enough to initiate positive change, to take ownership over customer needs, to make your organization look good, and to come up with the next great idea.

Ensure your values are in sync with those of your company. Make sure your company’s vision is worth achieving. Look at your customers and co-workers, and decide whether these are individuals you want to help. Get engaged with your company, or look for an opportunity where you can get more fully engaged.

For Businesses
Create values and a vision worthy of engagement. Then, look to hire and promote those individuals who can personally align with the organization’s purpose, how it operates, and where it wants to go.

Be a part of an Engaged Community.

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2014 Holiday Poem – 12/23/14 TOW

Posted on December 23, 2014 in Customer Service Tip of the Week Please leave a comment


Reflect and renew.
Have patience and progress.
Consider and compliment.
Collaborate for success.

At this time of year, you have a unique opportunity.
You get away from work for a moment or two.
And how you spend that time and what you learn,
Can impact the mindset and actions taken by you.

Think back on the year, and fill yourself with good.
Renew your commitment to your family, friends, and your values, too.

Don’t rush through the day or past people or through roles.
Take time to do it right, move forward toward your goals.

Know your impacts on others, and think about their needs.
With each show of appreciation, you’re planting positive seeds.

Find opportunities to work with others, on dreams that are new.
Openly share your gifts and talents, as you encourage them to do.

As the holidays approach, look around and take your time.
There’s nature and friendships and relationships intertwined.
There’s support and care and situations to shine.
There are people out there needing you – you just have to seek and find.

Enjoy this week, and get ready for next year,
By appreciating each breath and those you hold near.

Happy Holidays, and Merry Christmas, too!

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The Customer Service Wreck that Wasn’t – 12/16/14 TOW

Posted on December 16, 2014 in Customer Service Tip of the Week Please leave a comment


The car was at the dealership, sitting in the parking lot waiting to have the front-end aligned. Nobody was in the car, so the car was minding its own business, drinking in the midday sun. Then an 18-wheeler came by and side-swiped it, making one long dentscrape (my new word) down the entire passenger side of the car.

Now I could regale you with everything that went wrong from that point forward at the dealership (since the dentscrape happened to MY car). Instead, I’ll tell you a quick and positive story about something interesting that the body shop does for customers. FYI – This GOOD body shop is NOT the dealer’s body shop.

There were several selling points about the good body shop, including great reviews online, multiple before/after picture examples, convenience, and great interactions with the staff when trying to understand the repair and insurance processes. The one selling point I’d like to focus on is this – they take pictures.

Every evening they take pictures of the car and post them to the web to a URL only given to that particular car owner. Therefore, every night I can check on my baby (er…car) and see the progress made. This may sound like a little thing, but look at what it does:

  • First, it’s a touch point, so the company is in contact with the customer daily – keeping the relationship warm and the dialogue ongoing.
  • Second, the touch point is initiated by the customer (clicking on the URL with curiosity about their car), so there’s little labor involved in the touch.
  • Third, the openness of sharing photos builds trust in the process.
  • Fourth, there’s a comfort that’s imparted to the customer since there’s little fear of the unknown (the progress is made known through the pictures).
  • Fifth, the customer becomes confident because improvements are viewed, and the end point (the new-looking body of the car) becomes more clear over time.

Assuming you don’t work in a body shop, here are the lessons learned. Make it easy for the customer to know what’s going on with the project, service, issue, or product. Offer a “self-service” option to getting updates. Be open with progress and the process in order to build trust and comfort, and give them communications that paint a picture of success.

Show them the pictures that paint the story of success.

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