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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

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

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How to Create Focus and Direction – 10/22/13 TOW

Posted on October 22, 2013 in Customer Service Tip of the Week Please leave a comment


Prior to co-founding CSS, I was a management consultant for about ten years. At my previous consulting firm, they asked me to develop and deliver training for new employees on Consulting Skills and Professionalism. It was an honor to be asked and a fun course to teach.

In looking through some of the materials from that training recently, I came across a module that addressed keeping Focus and Direction, and the tips from that training should resonate for those in customer service as well.

Oftentimes as a consultant, especially if you’re inquisitive and creative, you can create a lot of ideas, want to make many improvements, and look to promote change for the better. Those attributes and actions can also be applied to many who have a customer service role or orientation. The problem lies in the fact that all that creativity and focus on continuous improvement can create TOO MUCH WORK!

What we promoted in the training years ago to create Focus and Direction were three key questions:

  • Who’s the customer?
  • What’s the need?
  • What’s the priority?

 
The concept was that your customers and their needs should set a focus; their priorities (or if certain customers or needs are bigger priorities) should help to sort out our priorities. The direction we should go should be greatly impacted by the direction our customers desire.

So the next time you have too many items on your “To Do” list for the day, look at those items in light of these three questions.

Create a Focus and Direction for yourself by doing those things that address key needs of key customers.

 


Dan the Yard Man Keeps the Customer Moving – 10/15/13 TOW

Posted on October 15, 2013 in Customer Service Tip of the Week Please leave a comment


When “Dan the Yard Man” came to Lori’s home for a quick consultation, she was looking for advice. Many parts of the yard were having issues – grass not growing, erosion in the dirt, etc. Dan’s company maintains the feed on the yard and does aeration, but Lori had put off aerating her yard until she got more of a game plan for how to fix its issues.

As Lori listened to Dan, she realized two things clearly – what he could do and what he could not do. She also learned one other thing from Dan – he can actually tell you “No” in such a way that you feel good about it!

Dan told Lori what he could address on the lawn with soil testing, fertilizer, and weed killer when needed. But it was amazing how he handled the discussion of what he could NOT do:

  • He couldn’t aerate soon because their schedule was booked 6 weeks out, but he suggested how Lori could get some seed germinating on her own in some of the tough areas.
  • He couldn’t grow regular fescue grass in some of the shady areas, so he noted how he had been transitioning to shade grass.
  • Dan could not promise that he could get grass to grow in some especially shaded areas because they were only getting 1-2 hours of sun each day, but he suggested that Lori ask the “tree guys” she was calling about where they felt their tree trimming could impact the amount of sun the lawn receives.
  • Dan couldn’t guarantee that grass could ever grow in current conditions on the left side of the house, but he suggested that Lori consider a natural area similar to what she had on the right side of the house.

Great customer service does not always require that we find a way to personally say “Yes” to every customer request. Sometimes great customer service is about knowing an alternative when you have to say “No.”

When you have to say “No,” keep the customer moving to the next step.

 


Gauge Customer Satisfaction at Every Encounter – 10/8/13 TOW

Posted on October 8, 2013 in Customer Service Tip of the Week Please leave a comment

You may already feel you’re on “Metric Overload” (measuring customer satisfaction on surveys, getting mystery shopped, knowing your NPS, getting your CX ratings, and ensuring the ECS is A-OK).

Now – based on the title of this Tip – I’m going to tell you that you have to measure MORE?! Not exactly. What I’m suggesting is more do-able than daunting.

I want you to GAUGE customer satisfaction at every encounter. Measurement is done for many reasons, but the initial reason is always to gauge satisfaction. It’s easier to gauge (or get a feel for, an understanding of) satisfaction if you measure satisfaction.

But measurement for the sake of measurement is a waste of time and money. However, having every employee GAUGE customer satisfaction – literally at every customer encounter – is almost always beneficial.

So what do we mean by “gauge.” Hold the magnifying glass up to the customer’s body language; tune in more clearly to their tone-of-voice. What do those non-verbal communication methods tell you about what’s going on inside them, about what they’re feeling?

Literally ask “How was your experience today?’’ or “Did you get your needs met?” or “Is there anything more we can do?” or “Was there anything we could do differently/better next time?”

After many consulting engagements, I ask the client “Was this what you were hoping to receive when we started this process?” or “Do you feel like we achieved the goals you had envisioned when we began this project?”

By gauging the customer’s satisfaction during that encounter, you create – for yourself – an opportunity to learn what you’re doing well and to get positive feedback. You create – for the customer – an environment where they’re more comfortable sharing feedback, particularly constructive (negative) feedback.

At every customer encounter, you’re gauging customer satisfaction by literally looking, listening, and asking questions. You want to KNOW whether they’re satisfied before the conversation ends (and obviously address it if they’re not).

Gauge the customer’s satisfaction to better yourself and your organization.

 


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