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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

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

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Appreciate to Appreciate – 11/1/22

Posted on November 1, 2022 in Customer Service Tip of the Week Please leave a comment

Why doesn’t Jay, my co-worker, respond to my e-mails or get his task done on time?

It’s hard to respect the delay, the incomplete work, the lack of follow through on the part of your co-worker.

Why does the customer seem so harried and so frustrated?

It’s hard to value the customer when they’re late for the appointment, they’re not being respectful of you, or they didn’t bring in the information they were told that you needed.

Appreciate – Two Definitions

There are two core definitions of the word appreciate, and they go hand-in-hand.  One definition, essentially, is to understand.  You appreciate (understand) the situation, or you appreciate (understand) the position in which the other person finds themselves.

The other definition is to value, to respect, to have gratitude for the other.

Oftentimes it’s hard to value, respect, or have gratitude for somebody that is not doing their part, that is conveying a certain negative attitude that does not seem appropriate for the situation.

To help us avoid allowing that perception of the other person to negatively impact our own attitude, sometimes it helps to try to understand them…to try to appreciate the situation…to try to appreciate the position that they’re in at this moment.

The more we ask questions, listen to their words, and watch their body language – being inquisitive about their situation – the more we understand.  And the more we can understand somebody and begin to empathize with somebody, the easier it is to respect them, the easier it becomes to thank them, the easier it is to value them.

Take the time to appreciate what the other person is going through.  It helps us manage our emotions, and it can help us to appreciate them that much more.

Understand to Respect.  Appreciate to Appreciate.

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The Customer Can Hear Your Attitude – 10/25/22

Posted on October 25, 2022 in Customer Service Tip of the Week Please leave a comment

Sherry was sitting in the lobby, waiting to be called back for her appointment.  Just off the lobby was an office that Sherry was sitting near.  The person in the office was on a phone call, but Sherry couldn’t see the employee.  She could tell it was a call because Sherry could hear only one voice.

The words of the employee were not clear because of the distance, and Sherry wasn’t the nosy type, so she didn’t listen too closely.  Yet, the call was interesting.  The employee was interesting.  Sherry’s perceptions were interesting.

All Sherry could discern was the tone of the employee’s voice.  But the tone was positive.  There were occasional laughs.  It wasn’t non-stop talking or non-stop silence.  Sherry could tell there was a good flow to the conversation.  The employee’s tone seemed to fluctuate, but it never got too loud.

Sherry began to draw conclusions from what she heard:  The employee seems pleasant, seems like a good listener.  They’re polite and have a good sense of humor.  The employee’s definitely interested in hearing what the other person has to say.  They’re not reading a script; instead, the employee is very conversational.

Who knows if Sherry’s conclusions are correct.  But it’s what Sherry perceived about the employee, felt about the employee.  And those conclusions, perceptions, and feelings were based solely on the employee’s tone-of-voice.

We often cite the statistic that studies have shown that – on phone calls…

86% of what one person perceives about the other’s personality is based on that person’s tone-of-voice.

Only 14% is based on the actual words.

Believe the stats.  When talking with others, keep in mind that the customer can hear your attitude through your voice.

Let your tone convey the perception of you that you hope to create.

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How to Handle the Customer’s Error – 10/18/22

Posted on October 18, 2022 in Customer Service Tip of the Week Please leave a comment

Are all of your customers perfect?  Anyone?  Bueller?

Of course, customers are not perfect.  Neither are we, but let’s focus this Tip on what they do wrong and what we can do about it in a professional, positive, and productive manner:

  • When the customer isn’t clear, you respond: Is it OK if I ask you a couple of quick questions just to make sure I understand the situation?
  • When the customer doesn’t complete the form, you respond: To make sure we get this moving for you, I just wanted to get some additional information.
  • When the customer calls the wrong number, you respond: Since I’m not the best one to address that for you, let me get you in touch with the person who can help you.
  • When the customer goes to the wrong location, you respond: I’ll be happy to show you the best way to get to where you need to be.
  • When the customer leaves out some facts in a situation, you respond: Just to make sure I’m clear, I’m going to walk through my understanding of what we just discussed. Where they left out the facts, you ask: Now, what happened at this point?
  • When the customer gave you the wrong information, you respond: Unfortunately, I’m not able to pull up that account, but let’s try a different method.

 
Notice that we are avoiding blame.  We are using a lot of phraseology that deals with you, as the employee, gaining clarification or understanding.  We are not calling anything an error as much as we are using terms that convey we are making this as complete as possible, or getting the best person to address the need.  We are identifying what the issue is without noting who caused the issue.  We are often talking about why we are asking the question or talking about a particular topic.

When addressing the customer’s error, be professional, positive, and productive.

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