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From Conversation to Connection: Defining Customer Engagement - 1/7/25


Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation. After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several Read more

Self-empower for the New Year - 12/31/24


Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership. The reality was Read more

2024 Holiday Poem - 12/24/24


I sometimes hear it said That things have never been like this before. That challenges are unique, That stresses seem like more.   I sometimes hear it said That we're asked to do much more with less. That workloads are increasing, And we're resource-constrained at best.   And others often say That things are really very good. That they enjoy those Read more

Is Their Poor Planning Your Emergency? - 12/17/24


Have you ever heard the saying:  Your poor planning is not my emergency. I’ve heard it said often – not necessarily directly from one person to another.  More typical is that I hear it from the person having to drop everything and do something immediately because someone else didn’t think Read more

Empathy Examples for Everyday Situations - 12/10/24


I’ve often said that empathy is the single most important characteristic of people who are great at customer service.  If empathy is essentially “to understand the other person,” it helps so much to have that ability in order to specifically help someone.  To talk to what’s unique about them.  Read more

Tell Them Why You’re Giving Thanks - 12/3/24


Thank you! Merci! Danke! Doumo! Gracias! It seems like every language has a translation of Thank You.  Even though I only fluently speak English and speak Spanish, un poco, I – and probably most of you – have heard some or all of the translations of "Thank You” noted above.  Read more

Refine Your Decision-making Process - 11/26/24


Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making Read more

Acting on the Guiding Principles for Great Customer Service - 11/19/24


In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW. Engage with Interest: To engage with interest, proactively Read more

Guiding Principles for Great Customer Service - 11/12/24


It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to Read more

From a Simple Question to an Exceptional Experience - 11/5/24


Phyllis loves her job.  It’s not just because she loves being a customer service representative, not just because she really likes her co-workers, and not just because she enjoys her company.  It’s because she really appreciates her customers, as well. A customer had ordered a register book off the company Read more

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Perpetuate Positivity with the Customer – 5/9/23

Posted on May 9, 2023 in Customer Service Tip of the Week Please leave a comment

We’ve written many Tips on how to deal with various negative customer emotions.  Those emotions could reflect anger, fear of the unknown, upset, anxiety, or nervousness.  But instead of talking today about how to deal with their negative emotions, let’s talk about how to engender some positive emotions.

We want our customers to be happy.  We like when they’re content.  They’re usually more supportive and understanding, less argumentative and less questioning when they have that happiness, they have that contentment.

For Contentment, scientific studies have shown that one key to contentment is for somebody to feel fulfilled or feel at peace.  From a service standpoint, a customer has more of a feeling of fulfillment if they got their needs met, so professionally reinforce when a need was met.  They can be more at peace if they shared their concern, they enjoyed the conversation, and they know what will happen next.

For Happiness, there are strong correlations between happiness and people being pleased, filled with joy, or enthusiastic.  People who are happy tend to have been encouraged and are hopeful.  So, how do we help engender happiness?

Tell them when they do something well.  Tell them the types of positive outcomes that can happen with them, just as they have happened with other customers in similar situations.  Provide some hope of what good could transpire.  Reinforce what’s already been accomplished so that they are pleased, and give it with some positive energy to impart your enthusiasm on the customer.

When interacting with your customers, use proactive tools to impart positivity.

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Are You in a Position? – 5/2/23

Posted on May 2, 2023 in Customer Service Tip of the Week Please leave a comment

Last week’s Tip compared Perspectives and Positions, and we noted that when people have a perspective on a given topic or issue, that’s often useful.  However, when people are more focused on their position, things can get testy.

One topic we didn’t fully address last week was the definition of Position.  Using a military analogy to define position, think about old war movies where soldiers dig a trench.  They’re taking up a position.  They hunker down in the trench, raise up to shoot at the opposition, and then they duck back into the trench.  Trenches don’t move.  The battle can take a long time, and they typically don’t advance until the opposition dies or they retreat.  They’re stuck.

Here are some other, more business-oriented examples of taking a position:

Mine is More Important: I facilitated a community group that was addressing how to best use funds from a national settlement.  Funds were to be used to address a community health issue.  There were over 20 members of the group, and – initially – each of them thought that their cause or solution deserved the majority of the funding.  There were 20 different positions.

Date Conflict: One employee said their draft report would be ready on Thursday.  The other employee told their teammate that it needed to be done on Wednesday.

The Full Refund: An event attendee wanted a full refund for the costs of their tickets to the sporting event that had a long weather delay.  The policy stated that there were no full refunds.

These are three very different examples, but they have one commonality – they all start with people taking a position.

Even though the starting point might be the position, just like in the military analogy, if we maintain those positions, the battle will go on for a long time.  People might fire shots at the other until one person, one position gets beaten down, or the other retreats.

Remember these examples to recognize quickly when someone is taking a position, so you can redirect and – instead – identify common goals.  This could save yourself and the other person from unnecessary arguments, negative emotions, and wasted time.

Recognize when you (or they) are in a position.

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De-escalating Conflict in Customer Service – 4/25/23

Posted on April 25, 2023 in Customer Service Tip of the Week Please leave a comment

Conflict can be very healthy and productive.  You and your customer are taking different perspectives, but if you have the same goal and you focus on what you’re trying to accomplish, the different perspectives may lead to an interesting approach or a mutually-beneficial solution.

If the decision was up to us, we might have one solution.  If the decision was up to the customer, they might have a second solution – and neither solution may work for the other.  But maybe there’s a 3rd or 4th or 5th solution – some of which may be workable for both.  Those solutions are determined through Healthy Conflict – leveraging the different perspectives and opinions to get to collective solutions.

Perspectives v. Positions

Where differences exist, conflict is often uncomfortable.  Unfortunately, when people have different perspectives, they can turn into different positions.  And when we start focusing on our position, that’s when our negative passions can rise, and the conversation can become personal.  It can overshadow the main issue or what potential solutions may exist for the situation.

Healthy Conflict v. Combat

So here are some ways to de-escalate conflict so it doesn’t become combat:

Avoid You: Focus on the specific issue, trying to talk less about the people involved and talk more about the process, the policy, the product, the facility.  Avoid the use of the word You to avoid making things personal, and try not to take comments too personally.

Set the Goal: Identify a common goal – even if it’s somewhat general.  It’s easier to determine a common solution if you focus on what you’re trying to accomplish in the end.

Be Self-aware: Be cognizant of tone and body language as you’re sharing the words, as these affect the emotions as much or more than what is actually being said.

Empathize: Get on the same side of the table with them, even literally at times.  Provide empathy, conveying some understanding of their perspective, asking questions and listening rather than interrupting or talking over the other person.

As we’ve often said, it’s much easier and quicker to deal with issues if negative emotion is not involved.

Deescalate conflict in customer service.

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