Customer Service Tip of the Week

Be Flexible to Fill the Gaps - 10/6/26


The non-profit has the expected challenges.  There are only 3 people in the organization, yet, they have the same responsibilities of a larger company.  They have to do finance, sales, marketing; they deliver their services to the community, and they need to keep a pulse on what’s going on Read more

Is This Good Customer Service? - 9/29/26


A friend of mine reached out to me recently as she waited for the electrical technician to show up at her house to do some minor repairs.  She had never worked with this company before, but they sent a text about the tech who was soon to arrive. The message Read more

Ownership when Fixing Others’ Errors - 9/22/26


We were conducting training with a client recently, and one of the participants, Jackie, is in a role in his organization where he goes out to the customer site to investigate issues, address customer complaints, and fix problems.  While he’s at the site, he often gets an earful from Read more

Why “No” is So Important - 9/15/26


The employee told the caller: “I don’t think that is possible.” The customer eventually hung up, and redialed to ask a different employee the same question. The employee responded to the customer: “That’s probably not the best way to do it.”  Then, the customer kept asking question after question, arguing Read more

It’s Not “You,” It’s “I” - 9/8/26


During a business writing course that I took years ago, the instructor had us write an e-mail.  I can’t recall if it was written to a co-worker or customer, but after writing this e-mail, she had us count every “I” and “You.”  We talked about how we need to Read more

It Shouldn’t Make a Difference, But… - 9/1/26


We have this conversation with lots of our sports clients, but the principles apply across all different industries.  Too many service representatives view a conversation with a customer as a transaction.  Just get him off the phone as quickly as possible.  The customer is Joe Public, not Joseph Pendergrass.  Read more

Use What the Customer Gives You - 8/25/26


Scenario #1: The customer sent an e-mail to the general inbox at the company.  The message noted that the customer needed to get a family member added to their account, but they couldn’t tell from the website how to do so. The next morning an employee opened up the e-mail, Read more

How Better Customer Service is Better for You - 8/18/26


Oftentimes, we have employees in training or workshops who really want to understand what’s in it for them to deliver better customer service.  How does the employee benefit from a better customer experience? Noted below are 5 different aspects of a great experience desired by the customer.  What if... The customer Read more

Manage New Customer Expectations - 8/11/26


The fan had never been to a motorsports event before, but they had been to concerts.  They had been to big conferences.  At those other events, they could park right next to the venue, many of the activities were indoors, and weather was a non-issue.  So, they were not Read more

Complement Empathy with Action - 8/4/26


A man falls into a hole, and he can’t get out.  He starts yelling for help, and a doctor walks by and looks down the hole.  The man in the hole yells to the doctor “Please help me.  I’ve fallen into this hole!”  And the doctor takes out a Read more

4 Actions for the Customer – 9/10/24

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One way to look at the difference between proactive and reactive is that proactive is something that’s often done before it absolutely has to be done.  Maybe it’s something done that really doesn’t have to occur, but your professionalism takes over, and some action or communication that you know in your gut should be performed is performed.  Reactive is an after-the-fact action.  You’re in that tennis match, and somebody just hit a volley over the net, so now the ball’s in your court.

In customer service, oftentimes we have advanced knowledge of what could happen, or we know before the customer what did happen.  And the difference between proactive and reactive in this case is that we are initiating contact with the customer or on behalf of the customer when we’re being proactive.  When being reactive, we rarely act on that advanced knowledge, and therefore find ourselves reacting when the customer learns of the issue in some other way than hearing it from us.

With proactive communications, we’re more in control because we’re initiating the engagement.  With reactive communications, we’re often dealing with the emotions of somebody else and are unprepared emotionally or informationally.

Let’s assume that it’s usually better to be proactive than reactive; so, here are 4 actions to consider if you want to be more proactive:

Give the Update: Let the customer know if there’s going to be a delay, if things are on track, what next steps they need to consider.  Keep them in the loop without them having to ask for an update.

Follow-Up: After a purchase or a request is filled or an issue is resolved, touch base with the customer to ensure they got the need met and they’re satisfied with the result.

Suggest Something Beneficial: If you know the customer and their needs well, recommend a product or service that might be helpful to them.  Selling is not a bad word in customer service if what you’re suggesting benefits the customer.

Remind about Maintenance: If they need to update their account information, download a mobile app, do routine maintenance on a car, or fill out some paperwork, give them a friendly reminder so that they’re not in a situation where they miss a deadline or are dealing with something out-of-date.

To do something with tangible benefits for the customer, take these four actions.

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Don’t Kick the Problem Down the Road – 9/3/24

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The error was obvious.  Shania is a clerk at a local government office, and she could tell that something was wrong with the permit request.  She was about to reject the request because the address was invalid.

If this would have been handled like the normal process, Shania would have marked the request as rejected, and the resident would receive an e-mail within the next week that was automatically generated from the system.

The message would simply say that the request had been rejected and for the resident to contact the local permitting office.

Pause to Find the Cause

But instead of doing what’s normally done, Shania made a little extra effort.  She decided to do a little investigation.  She found out that the resident had submitted the request by filling out a form, and that one of Shania’s co-workers entered the information into the permit request system.  What the resident wrote down and what was keyed into the system were different.  The co-worker had made a keying error.

Shania updated the information in the system, so the permit was officially completed correctly and was allowed to continue through the review process.

Consider the Impact Beyond the Moment

Shania’s simple act of patience, this simple investigation, this simple questioning why somebody would have put in an invalid address – these actions avoided a lot of issues.  The resident didn’t have to wait a week for a rejection notice that they would have to follow-up on and address.  A co-worker wouldn’t have been brought under scrutiny by an angry customer for the error.  The delay in the permit process for the customer would not happen. Additional work for the team to reprocess the request would not have to happen.

By being patient, asking herself a couple key questions based on her experience, and discerning what would be the best approach overall rather than what would be most expedient in the moment – these actions resulted in a better customer experience and time saved for her team.

Pause to find the cause, instead of simply kicking the problem down the road.

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Reflect the Best of Your Customers – 8/27/24

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When Alice walks into a business, whether it’s a restaurant or government building, whether it’s a Goodwill or a grocery store, she has a certain way about her.  She’s the customer, and it’s not unusual to hear her say to the employee:  Thanks for being here today!

It’s not unusual for Alice to keep the conversation going when the employee is ringing her up during a sale.  Alice will compliment a ring an employee is wearing or how helpful they were during their conversation.

Alice will talk to a customer service rep on the phone, and she’ll thank the employee for being patient with her questions.

If there was a role play during customer service training, and somebody was pretending to be a customer like Alice, the people watching the role play would likely say:  That customer is so nice!  Unfortunately, it’s just not realistic. Customers are not really like that.

Believe it or not, if we – the employees – were acting like Alice, customers would say the same thing about us:  Wow, that employee is so nice!  I wish all employees were like that.  I wish all employees had a good attitude, were appreciative of me coming in or giving them a call.  I wish all employees would continue to chat with me while they’re doing some activity.  I wish employees would be a bit more patient with me and ask me more questions.

Alice may be an unusually nice customer, but – for many customers – it would be unusual for them to engage an employee who is just as nice, just as appreciative.

One way to convey we care about customers is to reflect what we see in the best of our customers.  The best customer attitudes.  The best customer communication skills.

Reflect the best of your customers to deliver a great customer experience.

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