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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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Re-Invigorate Your Clients – 7/30/13 TOW

Posted on July 30, 2013 in Customer Service Tip of the Week Please leave a comment

The motivational speaker had his theme for the day – Re-Invigorate Yourself! He said, “In order to Re-Invigorate Yourself, you have to make two assumptions. First, ‘RE’ means you’ve been “Invigorated” in the past so that you can be invigorated again. Second, the idea that you are going to ‘Re-INVIGORATE’ means that you are not currently invigorated. Maybe your life is stale. Your attitude has gone negative. Your perception of yourself or your life has dimmed.”

Whereas this motivational speaker was focusing on how his audience could reinvigorate themselves, one of the attendees had a different twist on the speaker’s points.

Janet was an account representative for a pro sports team, and her focus was applying this concept to her clients.

“How do I determine if my clients are currently invigorated? How can I determine their relationship with my club, their perception of their game time experience, their feelings about the value of their season tickets? How do I determine if my clients are not currently invigorated?”

“Because that lack of passion can turn into apathy, and apathy can result in lost business. And to ‘RE’ invigorate them, I have to determine when they were passionate about our club and their relationship with us. . .and why?”

Sometimes, in order to keep customers for the long-term, we have to take Janet’s perspective. We need to uncover those customers who appear NOT to be enjoying their relationship or experience with us, those that don’t appear happy, seem more apathetic, aren’t responding to messages as quickly or frequently, or aren’t participating in activities as often.

We need to proactively go to them, gain their feedback, and understand why they were excited in the past – and maybe why they’re not so excited today.

Keep in mind that your competitors’ sales people are passionate about taking your customers, so match that passion.

Find customers losing their enthusiasm for your organization, and look for ways to re-invigorate their passions in your business.

 


Don’t (E)-mail It In – 7/23/13 TOW

Posted on July 23, 2013 in Customer Service Tip of the Week Please leave a comment

In the wonderful world of texting and 140 character Tweets, where the ultra-brief is ultra-in, e-mail in business needs to be viewed as a different animal. It’s different than LOL and OMG. It’s different than #CoolBeans. It’s a business letter. It reflects on your professionalism, intelligence, level of empathy, and communication skills.

Sometimes people get lazy with e-mail; they press “Send” when they really should have called instead. Or they press “Send” without reviewing it, and then miscommunications and hurt feelings result.

So let’s review a quick list of e-mail tips; first the “Do’s.” Do. . .

  • Use the “1 Minute Test;” ask yourself, could someone read this e-mail, and in one minute understand the key points and what they must do? If not, modify it to remove any barriers to the e-mail being read.
  • Use personalized greetings/closings to set a professional/cordial tone.
  • Use it when you need to set clear expectations of what will happen next, and by when.
  • Include your contact information (particularly phone and, if possible, address) in the footer to make it easy for the reader to know how to contact you via other means.
  • Use ALL CAPS only in Header Sections. This can help on longer e-mails or to ensure the reader’s understanding.

Now the “Don’ts.” Do NOT. . .

  • Send without proofing and spell-checking – E-mails riddled with spelling errors can make you and your message lose credibility.
  • Seem defensive, sarcastic, or purely negative – It brings in negative emotion, which is especially risky in written form.
  • Overuse e-mail “shorthand” – It can be misinterpreted by the reader or simply not understood; one client got an e-mail from his boss saying “LOL.” The boss meant “Laugh Out Loud.” The employee thought he meant “Lots of Love.”
  • Write hastily without reviewing for content, tone, ease of reading, etc. – It makes you appear impatient in your e-mail response.
  • Use e-mail as a weapon such as copying the recipient’s supervisor when you have a complaint (particularly if this is the first time you’ve addressed the issue) – It’s unprofessional and weak, and it can break down trust/relationships.
  • Use e-mail when something is urgent – Many people today still do not check e-mail that frequently; phone and face-to-face are better avenues.
  • Use e-mail if at all possible when responding to complaints, particularly where emotions are involved – Negative emotions and e-mail rarely mix well.
  • • Use e-mail when a series of questions are being asked (or comments being shared) back and forth – It’s turned into a conversation at this point; pick up a phone or go visit the person to dialogue instead.

When it comes to professionalism in business writing, don’t (E)-mail it in.

 


When Metrics Mask Reality – 7/16/13 TOW

Posted on July 16, 2013 in Customer Service Tip of the Week Please leave a comment

Michael has the pleasure of knowing a board member for a nationwide retail chain. Michael thoroughly enjoys knowing this gentleman on a personal level and learning about his perspective on business.

Since Michael has been a customer of the business, one day he decided to ask the board member how the board feels about their company’s customer service. The board member’s response was “Oh! We’re doing great! We just passed our biggest competitor in the national ratings, and our metrics on the store customer service are generally trending up!”

Michael was somewhat astonished at the response, since this company has a reputation for horrible customer service. Since Michael hadn’t been to his local store in a few weeks, he thought that maybe they had improved.

So that weekend, Michael needed to buy a certain type of flower that his wife was requesting – a white wave petunia. Not wanting to make a 20 minute round trip without knowing they had that type of plant, Michael called the store first. After going through 5 menus on the phone system, Michael selected the right option (or so he had hoped) and was transferred to the nursery; he hung up after the phone rang for the 18th time with nobody answering.

He then hopped in his car to go there anyway as it was getting late in the day. When Michael entered the nursery area, he immediately walked up to the cashier and waited behind the only customer in line. Since that conversation was taking several minutes, Michael walked to the flower pots and began looking for the plant. There Michael saw every petunia known to man. . .except a white wave petunia.

So he went back to the cashier, and when the cashier was done helping the customer, Michael asked for help.

“I’m just a cashier,” responded the employee. “I don’t know what those are; why don’t you go ask an employee back in lumber?”

“Where?,” Michael responded.

“Back in the back quadrant over there; they’re over there,” the cashier replied.

Then Michael went to the ‘back quadrant,’ but there were no employees around.

Michael left without a white wave petunia, without a good feeling about the store, and with the definite suspicion that this board member had never shopped at his own stores.

Metrics can look good, but the experience can be bad.

Trust data to a point, but verify what the experience is like in reality. Experience your business like a customer would experience it.

 


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