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Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

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Keep in Mind 3 Key Questions – 11/22/22

Posted on November 22, 2022 in Customer Service Tip of the Week Please leave a comment

Customers want to be heard.  If they have an issue or need or something that requires your support, they want to be understood.

When we are trying to find a resolution or fulfill a need, when we’re trying to help a customer achieve their goal, sometimes we can be so immersed in the details of the situation that we lose sight of the big picture. Other times, we can be so focused on our policies or our procedures, our products or protocols, that we’re not truly seeing this from the customer’s perspective.  And in this day and age, sometimes we’re just so busy that we don’t have the time or patience or inclination the handle the situation correctly.

To simplify things for ourselves and increase the opportunity for success for the customer, when you have the responsibility to support the customer in addressing their issue, need, or goal, keep in mind 3 Key Questions:

What’s their STORY?

Ask about their situation.  Try to understand a little bit about who they are as a person and the lens through which they’re viewing what’s going on.  Note where they’re coming from so that you know the starting point from where you can lead them.

What’s their GOAL?

Sometimes the customers are really good at giving us the game plan for how they want us to fix their situation, but often their game plans won’t work.  There’s some policy or time constraint or procedure or approach in their plan that will not work.  So, put yourself in the role of being the solution-provider – understand their goal.  And once you understand, keep this goal at the forefront of the remainder of the conversation.

What’s their PATH?

This is where you, as the expert, truly become the solution-provider.  You know their story…so you can empathize.  You know their goal…so you understand the desired outcome.  Now, you can map out a path for getting from their point A to the desired point B, and you can describe that path based on your understanding of the individual in front of you in the story they have told.

When you are helping somebody out of a bad situation or getting a need addressed, when you’re dealing with somebody who has a certain goal and they don’t know how to get there, simplify things for yourself.  Keep 3 Key Questions top-of-mind to help you navigate the conversation.

What’s their Story?  What’s their Goal?  What’s their Path?

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Don’t Let This Shot Affect Your Next Shot – 11/15/22

Posted on November 15, 2022 in Customer Service Tip of the Week Please leave a comment

When I was a teenager, I used to play a lot of golf, and I was pretty good for my age.  I’d have a good attitude and enjoyed the game, but if I hit a bad shot, I’d get upset.  And more often than not, that one bad shot and the frustration that followed would be followed by another bad shot and more frustration.  It would snowball, and everything would go downhill.

One day, I was playing the third hole on my home course with my Dad.  I was hitting my second shot, and instead of the ball going straight to the green, it took a sharp left turn into a big pine tree.  The ball pinged from branch to branch until it dropped to the ground.  Highly upset at hitting such a horrible shot, I flung my club into that same tree.  But the club did not drop to the ground; it was stuck up in the tree.

How My Dad Responded

Now my Dad could have responded in a number of ways.  He could have yelled at me for throwing my club.  He could have told me to climb up the tree and get it.  He could have given me a stern lecture on my poor behavior. 

He did none of those.  Instead, he walked over to the tree, climbed up, and got my club.  He then handed it to me and walked away.

I don’t know if I had ever been so embarrassed in my life.

How I Responded

Needless to say, I stopped throwing clubs.  Today, I rarely play golf, and when I do, I don’t play or score nearly as good as when I was a teenager.  But I seem to take more joy in playing.  And when I hit a bad shot, I don’t let it affect me much at all.  More importantly, I don’t let it affect my next shot and eventually ruin my round.

In customer service, you have many opportunities to get frustrated.  And while the immediate reaction – the frustration – is understandable, don’t let that bad situation affect the attitude you take into the next situation, the next conversation, the next encounter.

Don’t let one frustration snowball and ruin your whole day.

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Value the Customer – Actions to Adopt and Avoid – 11/8/22

Posted on November 8, 2022 in Customer Service Tip of the Week Please leave a comment

When conducting research for a local government CSS client, we interviewed and conducted surveys with many of their customers.  We analyzed the results of the research based on those who had a great experience v. those who did not.  We uncovered that there were distinct differences between customers who felt valued and those who did not feel valued by the organization.

Empathize v. Defend. When the customers felt like the organization was listening to them, trying to understand their situation, trying to learn about their unique issue or goal or concern, the customer felt valued.  When dealing with an issue, if the customer felt like the employee was more focused on defending themselves or the policy or the procedure, the customer felt devalued.

Proactive v. Reactive. When the employee would suggest alternative options or provide a follow-up call to the customer, when the employee would share information about next steps, the customer felt valued.  However, if the customer had to reach out or they’d never hear from the organization, the customer felt devalued.

Work Together v. Win a Debate. When there was a need to be addressed or a goal to be achieved, if the customer felt like the employee was trying to figure out a way that they could work with the customer to identify a game plan, the customer felt valued.  When the customer felt like the conversation lingered too much on what facts were correct and which were incorrect, who was right and who was wrong in a particular situation, the customer did not feel valued.

Find Solution v. Deflect Blame. When the issue needed a resolution, if the employee was focused on figuring out what would work best for the customer, the customer felt valued.  However, if the customer felt like the employee was more focused on making sure they were not held responsible for the issue, the customer felt devalued.

Avoid being defensive, being purely reactive, debating the customer, and focusing on deflecting blame.

To help the customer feel valued, empathize, be proactive, work together, and find a solution.

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