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Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

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

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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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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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