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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

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

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When Passive Voice is a Good Thing – 8/9/22

Posted on August 9, 2022 in Customer Service Tip of the Week Please leave a comment

It’s all your fault, Mr. Customer!

We may want to shout it from the rooftops, but other than venting and absolving ourselves of guilt, this wouldn’t help much in the grand scheme of things.

We have a customer sitting in front of us or on the phone, and maybe they are to blame, but by blaming them, we are often whipping the emotions up.  And when we’re dealing with service recovery, we want to bring the emotions down.  We can waste a lot of time and energy dealing with emotions and never getting to a solution, so we want to find ways to deal with issues without focusing on blame.

Avoiding the You

Avoiding discussions of blame requires that we avoid discussions of You.  At a high level, we basically try to avoid the Who, and focus on the What and the When.  We literally talk about the issue, what happened, when did it happen, how did things occur.  We spend enough time on the issue only to understand the direction to go with the solution.

And with the solution, again, we focus on the What and the When, the How, and – sometimes – the Who.

So how do we avoid talking about who caused the issue?  Sometimes it’s very easy – just talk about what steps were taken without saying who took those steps.  We literally avoid the word You, and we actually use a little passive voice (When this happened… or This occurred after…).  Those are softer ways to describe an occurrence than You did this… You caused this… This problem was created by you.

Getting to the Solution

Again, we want to understand the issue well enough to get to the solution, but we don’t want to be mired in the emotion.  Sometimes it pays not to focus on who is right and who is wrong.  Instead, we need to focus on getting to the right solution as quickly as possible.

The next time you find yourself in one of these service recovery situations and the customer’s clearly in the wrong, focus on the issue and solution, and try to avoid assigning blame.

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They’re Stressed, So You Can… – 8/2/22

Posted on August 2, 2022 in Customer Service Tip of the Week Please leave a comment

Wow!  That customer looks stressed!  Maybe it’s their body language or their expressions; they could be fidgety or talking really fast.

In the past, when we offered guidance in these situations, we focused on how to navigate the conversation step-by-step – what points to cover and what points to avoid.

But today, let’s be a little less prescriptive and just talk about some Guiding Principles when you’re engaging the other person:

Avoid the Absolutes – Conveying empathy is important in these situations.  People seem to be less anxious when they feel like somebody is trying to understand them.  However, it’s best to avoid statements that convey that you are certain about what they’re feeling, that you are certain about their situation:  I know exactly how you feel. You are stressed. I know you’re nervous.

By using these statements, we’re making assumptions that they’re stressed about something.  Sure, they appear that way, but we don’t want to state the assumption as a fact, since we could either be wrong or they may take offense if we tell them how they feel.  Instead, use phraseology like: It seems…or I would understand if…or Situations like this can be…

Temper Your Tone – One way to bring nervousness down is to bring the volume down.  Try to speak more softly. Yes, still use a bit of inflection to show interest but not so much inflection that it brings higher energy into the conversation.  We’re trying to pull some of the energy and emotion out of the conversation.

Ease the Expressiveness – If you’re somebody who talks with their hands (like me!) or have lots of facial expressions, if you’re somebody who moves around a lot when they talk – these activities can keep the energy and the emotion in the conversation.

Slow your movements.  Have more of a neutral, yet somewhat positive facial expression.  Relax your shoulders and your arms, and provide a total focus on the other individual.

When the other person is stressed, we don’t want to do anything to create an even more stressful environment for them – or for us.

Avoid the Absolutes, Temper Your Tone, and Ease the Expressiveness.

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Find the Hidden Compliment – 7/26/22

Posted on July 26, 2022 in Customer Service Tip of the Week Please leave a comment

The fact is, they ARE complaining:  The room is too cold.  The wait is too long.  They wish the parking spaces were bigger.  The new app doesn’t have a mapping function.  They cannot pay with their phone.  The website is unclear.

In these types of complaints, the ones that are not as much personal as they are about process or product or technology or payments, there are often hidden compliments within the complaint.

There are two clear ways we can view these complaints based on a point in time.  In-the-moment, we have to focus on the issue and the resolution.  For the future, we can find that hidden gem of information, and oftentimes that gem is a compliment.

Why look for compliments?  First, compliments are positive, and it’s usually better for our mindset and mental health to make sure we have at least some semblance of a balance in customer service – where those positives don’t allow themselves to be overrun by all negatives.

Second, compliments tell us what customers like.  Frequently, the best way to improve is to Strengthen Our Strengths as opposed to purely fixing our organizational faults.

The room is too cold? The wait is too long? The parking spaces need to be bigger?  The view through the positive lens suggests that customers want to conduct their business in this building. They appreciate the opportunity to engage us face-to-face.  They’re willing to come to us, to reach out to us.  That method of engagement is not a barrier to our relationship with them.

The app doesn’t have a mapping function? They can’t pay with their phone? The website’s unclear?  Let’s put these complaints in a positive light.  They like that we provide an app!  They like the ability to do customer service in a self-service manner.  They want to pay for our services.  They are willing to move toward the latest technology.

When we’re dealing with that complaint, we need to be in-the-moment and focus on the issue.

But when it’s not in that moment of truth, look for opportunities to continuously improve by finding the hidden compliment in the complaint.

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