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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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A Complaint is a Gift – 5/7/24

Posted on May 7, 2024 in Customer Service Tip of the Week Please leave a comment

A complaint is a gift.  Okay, so the complainer is not always a “gift.”  The customer’s delivery of the complaint is sometimes more like a stocking filled with coal than a vase filled with roses.  But this is why we need to be able to differentiate the complaint from the complainer for a moment.

A complaint is feedback; it’s an opportunity to improve.  It’s often an example of something 5 or 50 other customers have experienced, but they did not voice to you.  Companies send out surveys, and many customers don’t respond.  Some customers proactively provide real-time feedback; others will only share when asked, if even then. 

It’s hard to learn from a lack of information.

So, a complaint is a gift because it provides information.  It tells you what the customer experienced, perceived.  It conveys who was involved, what happened or didn’t happen, what experiences didn’t meet expectations, what was too early or too late, what attitudes came across poorly, what products didn’t work, what policies were frustrating, and what processes were clunky or not self-evident.

In the moment, we need to deal with the complaint and the customer.  But to make a complaint a gift, we need to revisit the complaint after the fact and identify what information was gained, what lesson was learned, and how we can apply those learnings moving forward.

Give yourself time to get over any negative emotions from the dust-up with the customer, and then glean what you can from what happened and the customer’s perspective on the experience.  Use the complaint for continuous improvement.

Unpack the complaint to make it a gift.

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Mastering Confidence in Customer Service – 4/30/24

Posted on April 30, 2024 in Customer Service Tip of the Week Please leave a comment

It’s not what you said…it’s how you said it.

If you’ve ever had someone say this to you, raise your hand.  (I just raised my hand)

Usually this is being said when someone is upset with you, but regardless of the reason, that phrase illustrates that HOW we say something often impacts the other person as much or more as WHAT words are used.

So, let’s use this truth to our advantage.  Confidence in customer service is an important discussion because we’re trying to instill confidence in the other person about what’s being shared.  The more they are confident in what we share, the more they’ll take our guidance, the more comfortable they will feel.  And the more confident they are in what we share, the less likely they’ll ask more questions, the less likely they’ll “answer shop.”

Here are some tips to instill confidence beyond the words you use:

  • Convey Calmness – Unless you’re going the enthusiasm route, exude a certain confidence by conveying calmness in your hand movements and their position when talking.
  • Use Brevity – Don’t drone on when a simple “Yes” is the real answer.
  • Add Some Inflection – Have variability in your tone when you want to ensure that your statement comes across like it’s from the heart, not from a script.
  • Avoid the Long Pauses – The “umms” and “uhhs” convey indecision and lack of certainty. If you are unsure of an answer momentarily, restate the question back to them to buy yourself some time, then directly move to the answer.
  • Complement Your Words with Your Body Language – Nod when saying something affirmative. Offer eye contact to show your intent on your answer and your customer.  Maintain good posture to show you’re assured of yourself and your statements.

 
To deliver great customer service, you not only need to have the right knowledge of your customer, policies, procedures, and products, but you need to confidently convey that information.

Master Confidence in Customer Service.

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Be Amazing – 4/23/24

Posted on April 23, 2024 in Customer Service Tip of the Week Please leave a comment

Watching Michael Jordan steal a pass and then dunk a basketball is amazing.  Taking a rocket to the moon is amazing.  The taste of my mom’s homemade beef soup is amazing.

We all have our personal examples of what is amazing.  Usually, it’s something that we cannot comprehend, that we cannot do, or we just truly appreciate.  Unfortunately for me, I’m not amazing enough to steal and dunk a basketball in the NBA Finals, or to be an astronaut, or to be somebody who can replicate my mom’s cooking.

But fortunately, none of those skills or attributes are required for being great at customer service.  We can still amaze others in customer service.

To amaze is to do beyond what others expect or typically experience.  It’s to be different…in a good way.

So how can you be amazing in customer service?  Find your something better or your something different…in a good way, compared to others in customer service.  Find that thing you do or that way you do something that is beyond what others expect or experience.

When the customer walks up, most employees remain seated.  Stand up when the customer arrives.  Most employees will hop into their script when they get the phone call.  Instead, make your first couple questions about them as a person rather than about their account number.

Most employees never share their name in a conversation.  Start the conversation by introducing yourself.  Most employees try to figure out where the customer needs to be transferred or where they need to go next.  Instead, you could take them to the next stop, or you could help them navigate to the next step in the process.

Consider what most employees don’t do, what they are in a rush to do. Consider what information they leave out, what activity they try to avoid.  Then – to be amazing – do what other employees don’t do, what they don’t have the patience to do, sharing what information they leave out, doing the things that others try to avoid.

Be amazing by being helpful, patient, informative, and supportive.

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