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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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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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