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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

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

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

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In Survey Development, Think in Reverse – 1/11/22

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

We often meet with clients interested in conducting a survey, and when we discuss the project, many clients come with questions in-hand.  They are interested, curious, even excited sometimes about the possibility of tapping into the voice of the customer!

And when we review their questions and start to see the direction they’re heading with the topics, we invariably pause the conversation and ask them to take a step back.  Overall:  What is the goal of the research?  What are they hoping to learn?  How will they act on the results?

Even for their drafted questions, we ask them to take a step back and think about each question:

  • What do you expect to learn from the responses?
  • If the customers say they want “A,” are they going to expect that we act on their response?
  • If the responses say “this doesn’t work,” what are we going to do with that information?
  • How are we going to use the response for prioritizing some operations improvement, helping with strategic planning, or enhancing the customer experience?
  • What’s the goal of asking that question?

 
When clients start with their questions in-hand, we make inquiries like those above.  Essentially, we are trying to get the client to reverse their thinking.  Instead of starting with their questions, we want to them to (1) Start with the Goal, then (2) Go back to how they would Act on the Results, then (3) Go back to the Data they Need, and finally (4) Determine how to Word the Question.

If they work through this process correctly, it will result in a question worded to get actionable data to achieve the goal.  If they start with the question, it may result in an unusable set of answers.

Develop surveys in reverse.  Start with your goal and gradually work your way back to the question.

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Foster Positive Feelings – 1/4/22

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

I bet a lot of you all are like me – when you’re asked to share your feelings, it’s not always something that feels comfortable.  It obviously depends on the situation and who’s asking you to share your feelings.  So, many of us might hesitate in sharing our feelings.

However, when customers are providing a word-of-mouth evaluation of our businesses, what they are mostly sharing is their feelings.  Sure, they’re telling their buddy, their co-worker, their spouse, or an acquaintance about the specifics of their experience in working with our businesses.  But they are also sharing their feelings.  How they paint the picture of their experiences is often based on the feelings they take away from their interactions with us.

So, if word-of-mouth can generate business for us, if word of mouth – when negative – can keep potential new customers from even considering our businesses, then the question becomes:  How do we engender positive feelings from customers?

Feelings We Want Our Customers to Have

Most of us want our customers to feel comfortable in working with us.  We want them to have enjoyed the experience, to be confident in what we’re doing, to feel respected, to feel like we valued their time.

If these are some of the feelings that we want our customers to have, some of the positive feelings that they could share in conversations with others, then we need to determine how to engender these feelings.

Foster Positive Feelings

Consider these points:

  • Strive to make your customers feel comfortable – with the environment, the process, and the plan.
  • Be consistent, knowledgeable, and effective enough to gain their confidence.
  • Be efficient enough, patient enough, and communicate well enough so that they feel you valued their time.
  • Tell them they are important, and convey it with your actions and your responsiveness.
  • Use your body language, your tone of voice, and how you engage them with your words to convey true respect.

To foster more positive word-of-mouth, work hard to foster positive feelings in the heart of your customers.

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How to Make the Situation Right – 12/28/21

Posted on December 28, 2021 in Customer Service Tip of the Week Please leave a comment

The manager in the field office felt that – when problems arose with customers – the company didn’t do an especially good job of responding effectively.  He felt like this was hurting customer renewals of annual service agreements.  The company developed many customer service and retention initiatives with little benefit.  So they solicited ideas from three of their best technicians.

The manager gathered the techs in a room and identified existing customers with common issues that weren’t yet resolved.  After sharing the situations with the techs, he sent them off to individually come up with the best solutions.

The next day, the manager met again with the technicians to hear their ideas.  The first tech – Jackie – researched data on her customer, and offered her best guess on what would satisfy the customer and get them to renew their contract.

The next technician – Mark – focused on the issue with the customer’s system, and he came up with an idea for how to compensate the customer for the issue and fix the system.

The third tech – Stacey – came up with what seemed like a crazy idea.  She didn’t offer compensation.  She didn’t focus on past customer history in the database.  The other three people in the room looked at each other but didn’t say a word in response.  Finally, the manager said:  Why would you possibly think that’s the way to resolve the issue and to retain the customer?

Stacey responded:  Because I called him up and asked what was his understanding of the issue and what we could do to fix it.  This is what he suggested.  It sounded reasonable and was within policy, so we went ahead and fixed it.

We can spend a lot of time coming up with the most creative and complex and high compensation ideas to address service recovery situations.  Yet, sometimes the quickest and easiest way to identify a solution in a service recovery situation is to ask them.

Consider asking the customer what would make the situation right.

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