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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

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Is the Customer Issue an Organizational Issue? – 1/17/23

Posted on January 17, 2023 in Customer Service Tip of the Week Please leave a comment

Customer retention is vital.  Most of next year’s customers are going to be those who are this year’s customers. So, the more you lose today, the fewer you will have tomorrow.  Organizations conduct research, data mine, or bring in consultants to help identify those customers who may be most at-risk of being lost.

But every individual in an organization can help identify at-risk customers.  Let’s ask some questions: When is a complaint a sign of risk?  When is an issue a sign of risk?  When is a lack of activity a sign of risk?

Defining Risk

By Risk we mean…Risk of losing a customer.  Risk of having many customers having the same complaint or issue that your customer is experiencing.  Risk of customers not using your services, not engaging with your business, finding other ways to get their needs met.

As with most aspects of customer service and retention, frontline staff are often best-positioned to help the organization as a whole.

Finding Organizational Issues

If the complaint is about a highly-used process or some aspect of the product or service, that could be a bigger risk for the whole organization if other customers are using that same process, product, or service.  However, when a complaint is about an individual employee, that actually may not be a sign of risk for the whole company.  Maybe it’s a localized situation.

When the issue being discussed is about organizational communications or tools such as website functionality or inconsistency in information flow or content, that could be a risk to the whole organization.  However, if the issue is some characteristic of a transaction that’s unique to that person, that may have less likelihood to be a risk to the organization.

When the lack of activity is because the organization has not been reaching out to the customer, has not kept their relationship fresh, then that could be a risk to the whole organization.  However, when the lack of activity is due to some change in circumstances in the individual’s life, it may not be a sign of risk for the whole company.

Issues that you see one-on-one with your customer may or may not be symptoms of bigger issues for the whole organization, but it’s helpful to the company for you to occasionally take a step back and consider whether a concern for one customer could also impact the many.

Determine if the customer’s issue is an organizational issue.

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Decide Who’s Driving the Bus – 1/10/23

Posted on January 10, 2023 in Customer Service Tip of the Week Please leave a comment

I once heard a speech titled: Who’s driving the bus?

I knew the speaker beforehand, so that made his talk extra special.  It was funny and relatable and held many words of wisdom.  The crux of the speech was that every one of us has our own facets, our own unique characteristics.  And in different situations, sometimes it’s better for certain of our characteristics to drive our behavior, our attitudes and actions, and other parts of our personality to take a seat further back in the bus.

Sometimes it’s good if we are action-oriented.  Other times, it’s better if we sit and listen, observing the situation. Sometimes it’s preferable to be a team member, and other times it’s preferable to take charge in those emergency situations and direct others in how they can help.

We all have varied skills and attributes that can come to the forefront, but the speaker’s point was that we need to be intentional about which of those attributes takes the reins in a given situation.

Be Situationally Agile

That’s especially true for us in customer service, yet being situationally agile is one of the more challenging skills to hone.  When we reflect on an encounter after it occurs, we often know what would have been the best thing to have said or the best approach to have taken, but in the moment – that’s where we’re often challenged.  In the moment, we need to clearly think “How should I handle this situation?” instead of just jumping in like a reflex.

Take Stock of Your Talents

This requires that you understand your talents and your abilities.  When needed, can you be a great listener?  Can you take the lead and direct professionally?  Can you advise like a consultant, or sell when it’s in the best interest of everyone for you to do so?  Can you calm a situation?  Can you play facilitator to gather in all the ideas?  Can you confidently and convincingly convey your own ideas?

Take a moment now, and simply write down the list of your talents and your abilities.  Focus on your communication skills.  Be very clear on your capabilities so that you can be more intentional about making the right version of yourself the bus driver at the right time.

Decide who’s driving the bus.

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Create a Personal Vision for the Year – 1/3/23

Posted on January 3, 2023 in Customer Service Tip of the Week Please leave a comment

This time of year is all about the New Year’s resolution.  We’re going to exercise or eat differently!  Then…2 months later, who knows what’ll be happening, but at least you set a goal.  For many of us, that’s progress.

For businesses, that New Year’s resolution often has to deal with something…well…New!  It’s a new direction or a new way of doing business.  Maybe it’s looking for new customers, developing a new product, or creating a new culture.

With many of our clients, it truly is about that new Vision.  They want to paint a picture of what the future could be, of what success could look like, of the impact and benefit the organization could have on its customers and its community.

Oftentimes, this visioning leads to strategic planning.  Sometimes it leads to more focused annual planning; it leads to effective alignment throughout the organization based on the common vision.  And sometimes – at a minimum – it creates a litmus test within which decisions can be made.  In other words: Will Option A better position us to achieve our vision, or will Option B?

Create Your Personal Vision Statement

This is also a perfect time of year for us to individually think about our own vision.  As you know, our days can go by quickly if we’re spinning a lot of plates – engaging and supporting the customer, the company, the co-worker.  It’s a lot to just try to get done.  But if we want to end the year in a better situation or with a better set of skills or with more success stories to tell, consider taking a few minutes to paint your own future picture.

Where do you want to be by the end of the year in your role or your career?  What kind of relationships do you want to have with your customers?  Where do you want your experience level to be greater, or your skills better?  How much enjoyment do you want to have in your role, and what are a couple of the things you need to start doing, stop doing, or do differently to bring more joy and enrichment to your own job?

If you create a personal vision of what you want this year to become, you have a much better chance to achieve it.

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