Customer Service Tip of the Week | Customer Service Solutions, Inc. - Page 77

Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

Familying with Customers - 10/28/25


In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to Read more

Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Question Everything, but What’s the Question? – 3/23/21

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The new leader joins the organization, and she decides she wants to question everything.  She wants employees to question everything.  Why have we always done it this way? Why do we continue to do it that way? Is this the best way to work?

Sometimes it’s a great management initiative because it forces us to question the validity in doing things in the future a certain way just because we’ve done them that way in the past.  It can be a beneficial leadership tactic because it gets the organization thinking in a continuous improvement mindset.

But when it comes to customer service, what’s the question?  That depends on our goal.  If we’re an organization that is focused on delighting the customer or wowing the customer or amazing the customer or creating a Disney-like experience, you would ask:  Are employees focused on delighting the customer when they are greeted?  Does our speed of service make the customer go WOW?  Is the physical environment where the service is delivered creating an amazing feel for the experience?

Let’s say your goal is to keep every customer.  Then you would ask:  Are we personalizing every communication with our customer?  Are we proactively touching base with every customer to have an ongoing sense of their feelings about us?  Are we asking enough questions to truly understand why they would stay, why they would go?  Are we asking the right questions to truly understand their needs so we can specifically match up our resources with their needs?

What if your goal is simply to deliver a consistent, accurate, and timely service experience?  First of all, “simply” is probably not the best word to use.  Creating an experience that is consistent, accurate, and timely is anything but simple.  But let’s discuss what questions you would ask:  How are we ensuring that – no matter who delivers a service – it is done in the same manner?  How do we ensure and track accuracy?  How do we define “timely” or have a customer define timely, and how are we meeting the timeliness goal?

To be continuous improvement-oriented, to try to foster positive change, consider questioning everything.  But before you start questioning, first understand what your goal is as an organization, and let that drive what you ask.

Question everything, but first know what’s the question.

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The Resourceful Rep – 3/16/21

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One of our clients is seeking to develop Customer Service Standards.  We’re working with them to identify those key expectations of staff that will enable the organization to deliver a consistent high-level customer experience.  One of the key attributes that this organization is seeking from its team members is resourcefulness. So, how can you become even more resourceful?

There are two primary keys to resourcefulness.  One is having the assets that you can bring to bear to address a given issue, need, or goal.  The other is having the creativity to formulate a plan or a response in using those assets.

List Your Assets

First, formulate your own list of assets.  An asset could be a subject matter expert in your company, a key contact in another division, or some other constituent or stakeholder or supervisor with a great deal of knowledge on specific topics or about specific customers.  An asset could be the knowledge base in your system.  An asset could be some past correspondence you had with a similar customer or about a similar situation.

As you can tell, the assets can generally be people, technology, or content that is categorized or organized in such a way that you can quickly find a related situation or customer type that you’ve supported in the past.  Create that list of assets so that you can more quickly meet the need of the customer.

Let Your Creativity Flow

Second, to creatively formulate the plan, you need to be able to think differently.  Let’s say that your customer cannot make their payment by the due date.  You start asking yourself: Who in my organization has expertise in dealing with situations like this and has resolved these types of issues previously?  What list of related FAQs exist?  What are some past e-mails or documents that I’ve utilized in similar situations that I can access to help this person as well?

Instead of just considering what you alone can do in this situation, expand your thought to consider who you can contact, what might be the standard answers, or what has proven successful with these types of customers or in similar situations.

To be resourceful, create that list of assets that you can bring to bear in customer situations. Then, take some of the burden off yourself by tapping into the people, technology, and communications that have helped you to succeed previously.

Use your assets and creativity to become the Resourceful Representative.

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Be Proactive like a Pro – 3/9/21

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We constantly work with clients, encouraging them to become more proactive with customers.  Don’t just be reactive, waiting for the customer to ask questions or to complain.  Instead, go to the customer, anticipate their needs, suggest something to them.

But many of us, frankly, don’t know how to be proactive.  We think we give great customer service because we answer questions…when asked.  Or we resolve issues…when the customer complains.  Or we address a need…when the customer presents the need.

That’s not truly great customer service; that’s basic, fair-to-good customer service.

To be great, be proactive.  But how?

Here are some questions to ask yourself (or the customer) to ensure you’re being proactive:

  • Ask the customer “How was your experience?”  Then act on the information provided by sharing key takeaways with others in your organization or by addressing the customer’s experience.
  • Ask yourself “What is their next step in the process?”  Then make sure they understand that next step.
  • Ask yourself “What else do they need to accomplish their goal?”  Then share your knowledge with them.
  • Ask the customer “What are you hoping to accomplish?” or “What’s your goal?”  Then chart a plan to get them there.
  • If you cannot meet their need as requested, ask yourself “What’s an alternative solution?”  Then offer the other option.

 
To be proactive with a customer, you don’t have to be the best in the world at empathizing with other people or reading their minds.  Sometimes you just have to ask the customer (or ask yourself) the right question, and then take action based on the response.

To be great at customer service, be proactive – Ask and Act.

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