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Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

2025 Holiday Poem - 12/23/25


We hear the word change And that change can be good, But we like things to stay same, And sometimes they should.   The weather can be wet And then dry as a bone. We know things will change, Even if all left alone.   Our customers change. Our co-workers do, too. It seems like our resources Are often too few.   The technology Read more

Make the Long Wait Feel Shorter - 12/16/25


When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, Read more

When Kindness Means More in Customer Service - 12/9/25


Since a large part of the work we do at CSS includes customer research, we have seen tens of thousands of comments over the years about staff, and it is great to hear the positives that customers, fans, and account holders say about our clients’ team members. One word that Read more

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Don’t Assume Their Motivation – 6/28/22

Posted on June 28, 2022 in Customer Service Tip of the Week Please leave a comment

The company was instituting new human resources policies aimed at holding employees accountable for being late to work.  Employee lateness had been rising, and management wanted to make sure they reinforced the need for people to be on time.

At a meeting to roll out the new policies, a leader stood up in front of his staff and said:  The new policy states that if you’re late to work once, you will get a verbal warning.  If you are late to work a second time, you’ll get a written warning.  If you’re late to work 3 times, you have to take a day off without pay.  And for every other day that you’re late, you have to take an additional day off without pay.

One of the young employees raised their hand, and said:  Just to clarify, I only need to be late for work 3 times, and I get to have a day off?  And every other time I’m late, I get another day off?

The leader looked quizzically at the employee, and said:  Yes…uh, that’s correct.

The employee said to himself:  Cool!

One person’s punishment may be another person’s motivation.  One person’s carrot may be another person’s deterrent.

We cannot assume that everybody is wired the same way, with the same things that get them excited, or make them apathetic, or inhibit their behaviors.  Whether we’re talking about people who report to us, peers that we’re trying to influence to change their decision or behavior, or customers who we are trying to get on board and do their part in a process or their part to accomplish a task, we can’t assume everybody’s motivators are the same.

Seek out the other individual’s goal or their preferences or their desires, and let that guide the approach we take to motivating.

Don’t assume their motivation.

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It’s Not Always About the Outcome – 6/21/22

Posted on June 21, 2022 in Customer Service Tip of the Week Please leave a comment

We want the satisfied customer.  We want the issue resolved.  We want to be able to fix the error or save the client.  We want to feel good coming out of a conversation, or feel like we have accomplished something special.  We want the “win win.”

But all those great feelings and those accomplishments relate to outcomes.  And all too often, we do not control the outcome.

I did the best I could.

Sometimes we have to give ourselves some grace.  We have to realize that we’re not in control of the customer, our policy, our product, our facility, and oftentimes our process or the attitudes of our co-workers.

But there’s nobody in more control of us, than us.

So, if we do the best we could at preparing for the situation through training and practice and reading and learning and listening to others, we can feel good about that.  If we do the best we could in trying to understand the customer, we can feel good about that.  

If we think of potential solutions and we engage the customer and others to try to figure those out, if we tap into what our systems and our policies and our procedures have to offer, we can feel good about that.

The ultimate outcome or the feelings of others are things that we cannot control.

So, if we want to feel good personally regardless of the outcome, we need to do the best we can.  We can feel good about the effort and the actions, and not feel bad because we couldn’t create the perfect outcome.

Do the best you can to prepare and to engage and to try to help.  And instead of feeling bad about the outcome, try to feel a little bit better about the effort you put in preparing for that moment and putting that preparation into practice.

Feel good that you did the best you could.

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Ask: What is your goal? – 6/14/22

Posted on June 14, 2022 in Customer Service Tip of the Week Please leave a comment

Through these Tips, we’ve shared our technique about how to meet the customer’s need right the first time.  It’s a conversation – a give and take with the customer where you hone in on what their true need or concern is, seeking more clarity to more quickly get to the right solution.

But sometimes we start by wanting to offer our solution, thinking that’ll move the conversation along.  Sometimes we’ve heard some customer statements so many times in the past that we make assumptions that this customer’s situation is the same.  Sometimes we just ask close-ended questions, and we miss certain key details because we don’t ask the question in a way that uncovers those little nuances.

In other words, we are human, and sometimes we don’t handle the conversation as effectively as we should.  We have the best intentions, but the conversation doesn’t have the best outcomes.

So, when you’re thinking about uncovering the customer’s need, try to start more broadly, asking key questions before you narrow down to the specifics of the situation.

What’s important to you?  What is your goal?  What are those issues or concerns that you need resolved the most?  What are those one or two priorities for the future?  How are you hoping things will be different 6 months from now than they are today?

By asking these broader questions, it not only gives us some information, but it also helps us to frame our follow-up questions.  Because we understand what is top-of-mind for them, we can tailor our questions to get more details so that we can help them achieve their goals.

In addition, if we understand their goals, we can continually relate our solution back to how it will help them achieve their goals.  In other words, it’s easier to get them to buy-in to our solution because we’ve tailored it to address their priorities

To meet the needs right the first time, use broad-based questions to give them an opportunity to share, then align what you suggest to what they said.

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