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Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

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

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Critique Yourself before Others Do – 10/11/22

Posted on October 11, 2022 in Customer Service Tip of the Week Please leave a comment

When we’re criticized, we can get defensive, push back, deflect blame to others, and focus more on defending ourselves than really listening to what the other person is saying.  And some of us who get defensive, once we allow our emotions to settle, take time to reflect on what the other person said.  We sometimes are willing to see those kernels of truth.  We are willing to learn from them and possibly make a change moving forward.

While it’s not great to be defensive, it’s often a natural reaction.  It’s also a sign of maturity and wisdom to be able to overcome that initial defensiveness and try to get some lessons learned from what the other person said.

But what if we critiqued our own mistakes before the customer or co-worker complained?  Not everything we do imperfectly or incorrectly or not on a timely basis or not in the best way possible is something that’s going to draw a complaint.

If you’re like me, you probably make little mistakes every single day.

We make many decisions every day, so it’s natural that some of those decisions are going to be wrong.  The resulting action or inaction could be wrong.

Self-critiques that can lead to Self-improvement

But when we know in our gut or it’s clear based on some reaction/data/feedback that we didn’t do our best, we have to learn from our own mistakes:

  • I really should have called that person back when I first thought about it.
  • I knew I should have had somebody check my work before I moved it to the next step.
  • I should have paused and thought through what might happen on that call before I responded to the customer.
  • I really should have listened one more minute or asked one more question before sharing my thoughts.
  • That meeting took a lot longer than it could have, and if I had just gone in a little bit more prepared, we probably would have ended on time.
  • That would have gone much better if I stopped sending e-mails and just picked up the phone and called the person.
  • That call would have been a lot cleaner if I would have looked away from the computer screen and focused totally on the caller.

If we make these comments to ourselves and put lessons learned into place, then maybe we would have fewer reasons for the co-worker or the customer to critique us.  And if they did critique us, we probably would have already had that conversation with ourselves about a very similar issue, and we might understand their critique more because we heard it from ourselves first.

Therefore, we might not respond so defensively, we might not get so emotional, and we might actually understand where they’re coming from a lot sooner.

If you critique yourself before others do, the critiques of others won’t affect you as much.

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Find a Connection Point – Part 2: Situational Connection – 10/4/22

Posted on October 4, 2022 in Customer Service Tip of the Week Please leave a comment

Last week we highlighted key topics to consider when you want to find Personal Connection Points with the customer.  Today, we’ll cover some key questions to ask to uncover information about today’s situation that you can use to establish a rapport with the customer.  This is Part 2 – Topics that create these connections About The Now:

About The Now

Whether you’re dealing with a new customer or an existing customer coming in upset, you can connect with the customer about what is going on today, right now.  Noted below are 3 categories of connection points that are more about today’s situation.

Environment – What’s the weather like outside?  Is the building pretty, clean, bright, or easy to navigate?  Are they using a mobile device or tablet or computer, and is that what you are using or could be using, as well?

Situation – Have you had other customers who’ve dealt with the situation they’re describing?  Have you personally dealt with a similar situation?  Are there lessons learned in those situations that you can share with them to paint a picture of next steps or final resolutions?

Goals – If you understand their goals, is there some way you can relate to their goals?  Do you understand why they want what they want?  I’m not asking do you agree with their goals; I’m just asking if you can understand and appreciate why they are seeking a particular solution?

Just like we noted in the Part 1 Tip last week, you could ask some of these questions, but it’s just as important to listen closely to what they convey, learning the specifics of what they share, so you can use that information to connect with them, to build rapport.

Find some Situational Connection Points.

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Find a Connection Point – Part 1: Personal Connection – 9/27/22

Posted on September 27, 2022 in Customer Service Tip of the Week Please leave a comment

Some people are born almost like a master at communication.  They know how to establish rapport with just about anybody, and they do so in a way that seems so natural and so real.  They can form relationships and be laughing with somebody they met two minutes ago like it’s someone they’ve known for years.

But for most of us, it’s not a talent or quality we were born with; it’s something that we need to work on, and in customer service there’s a lot of benefits to being able to establish rapport and begin to develop a relationship.

It could be a new customer that you’re wanting to provide a great experience to and lay the groundwork for a long-term relationship.  Maybe it’s an existing customer that’s coming in a little irate, griping a little bit, who’s a little bit upset. One way to take away some of the emotion and disarm them is to find some common ground so it doesn’t seem so adversarial.

There are ways to communicate that foster these connections, and we’re going to address some topics you can discuss in a 2-Part series.  For this week, Part 1 of our focus on the topics that create these connections is About Them and You:

About Them and You

Noted below are 3 categories of connection points that are more about the people involved – you and the customer.

Background – Where were they born or grew up?  Where have they lived in the past or currently reside?  What type of work have they done or do they do today, and in what industries?  What types of organizations or initiatives have they been a part of over the years?

Experiences – What are their hobbies?  What do they like to do to relax or stay active?  Where have they vacationed, what are their interests, and what are their leisure activities?

Friends/Relatives – Are they a parent?  Do they have siblings or friends with whom they do things?  Do they live near family, or are they traveling to visit?  Are they a pet lover?

If you uncover some of these points, you may find some things that you can relate to about the other person, and they can relate to you a little bit better, as well.  By either asking the questions directly when appropriate or just doing an exceptionally good job at listening to the details of what they share, you can establish that rapport.

Find some Personal Connection Points.

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