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Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

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

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Keep it Simple in Complex Situations – 7/27/21

Posted on July 27, 2021 in Customer Service Tip of the Week Please leave a comment

Life involves making a series of decisions, and whenever serving customers or dealing with difficult issues, those decisions can become more challenging.

Part of what makes decisions difficult is that there are so many factors to consider:  People. Policies. Procedures. Places. Products. Processes. Personalities.

Who are the people involved?  What policies apply?  What are the procedures in this situation?  Where is this taking place?  What products are involved?  What process is the customer using?  What are the personalities of others…and yourself?

If we sat down and wrote a list of all the different factors that could be considered in our most challenging situations, we could probably come up with literally 100 different combinations of the factors I just referenced.  The situation could be extremely complex.

But complex situations can still involve quick or effective decisions.  It’s possible because you can narrow the focus of the decision.  You’re not necessarily making the situation more simple; instead you’re simply focusing on your key decisioning factors:  What are your priorities? What are your goals? What are your values?

As an example, I typically focus on what’s best for the customer, what’s best for our long-term relationship, and how I can help them succeed.  I strive to make decisions that convey they’re important, that show I’ve listened, and that share a feeling of respect for them as a person.  No matter the situation, if I’m guided by these considerations, the decision becomes much more clear.

If you are clear on what is most important in your decisioning process, then it’s easier for you to more quickly come to a decision.

The person could be your boss, co-worker, or a new customer.  The situation could take place on the phone, on the website, in your office, or in a storefront.  The other person could be flighty or fun, an optimist or a pessimist. But if you know your priorities, your goals, and your values, the decision will be much more clear more quickly.

How do you handle the conversation may be different; maybe the factors will apply in how you present or seek information, but your priorities and goals and values will help you narrow the focus of your decision-making process.

We can be presented with the complex.  But when we are presented with the complex, revisit your priorities, goals, and values to bring some simplicity to the decision-making process.

Use simplicity to address the complex.

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Customer Service Experts have a Presence – 7/20/21

Posted on July 20, 2021 in Customer Service Tip of the Week Please leave a comment

Standouts in the sports, entertainment, business, and political fields are sometimes said to have “an air about them.”  Unfortunately, that definition of air sometimes is perceived as an air of superiority or an air of condescension or something that doesn’t always have the most positive connotations.

Well, the greats in customer service have more of a presence than an air, and that presence is a presence of mind.  It’s a phrase we don’t hear as much about as we used to, but it’s all about being in-the-moment.  It is being able – based on the unique circumstances of this specific situation at this point in time – to know what to say or not to say.  It’s about knowing what to do or not to do. It’s about thinking of alternatives and options and resources, all while maintaining your emotions and helping to manage the customer’s emotions.

This is one of the most difficult things to do in customer service.  It’s being able to be agile in your approach at any given instance based on the situation.

Some people are really good at customer service, but if the circumstances go off script or require thinking out of the box, the conversation can go awry.  Maybe they have difficulty with the emotions or are hesitant to or unable to come up with the alternatives.

If you want to be GREAT at customer service, know your resources.  Know your co-workers.  Know your policies and procedures.  Know the alternatives and the options and the next steps you can share.  And above all, know your customers.  Ask enough questions so that you can head them in the direction that’s going to work for their unique instance.

To be great, cultivate your presence of mind by building your knowledge, adding to your service recovery toolkit, and practicing for the most difficult of situations so that those that are routinely tough are easier for you to navigate.

Cultivate your customer service presence of mind.

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It’s Not You, It’s Them – 7/13/21

Posted on July 13, 2021 in Customer Service Tip of the Week Please leave a comment

George Costanza – from the Seinfeld television sitcom – broke up with someone he was dating and told her “It’s not you, it’s me.”  It’s a famous line, and I’ve heard it used many times in humor, but I have a customer service twist on that comedic line.

It’s not you, it’s them.

If you’ve worked in a customer service role long enough, and by long enough I mean even just 3-6 months, you have probably dealt with the same complaint but in two totally different situations.  You could have Fred the customer walk into a store or call you on the phone, and there is a problem with his account.  He calmly describes the issue, and you deliver great service and work with him on a solution.

At some other point in time, Matt is the one who walks in; he’s the one who gets you on the phone.  Unfortunately, he has the exact same complaint about his account.  But instead of calmly describing the issue and working with you, he is ranting and raving!  He is blaming everyone under the stars, particularly you.  His tone is inflamed, and before you can even try to help him, you have to figure out how to calm him down and get the information you need to provide the support.

These are two different customers presenting the exact same issue.  One comes in calm, looking for resolution, and the other comes in like a raving lunatic.

Their negative emotion is not about you; it’s about them.  Even if the negative emotion is directed at you, it is about them.  Even if some of the pointed words are toward you, it is about them.

I’m not saying that the highly emotional complaining customers don’t have a right to complain.  Sure they do.  I’m not saying that the company is absolved of any responsibility for issues they cause.  Of course the company is responsible.

But what I am saying is that it’s much easier for us to handle these situations if we can handle our emotions…if we don’t get defensive…if we don’t take things so personally.  And one way we can do that is to realize that we have had customers with the same issue before who have been calm, have been rational, who have looked to work with us to a resolution.

And if we realize we have been blessed with these collaborative customers, then we can also realize that if somebody comes in with the same issue in a totally off-the-wall manner, their emotion is not our fault.

We should try to do whatever we can to help them and move the conversation forward and resolve the issue, and one of the best ways we can do that is to realize that the emotion is not about us.  It’s about them.

It’s Not You, It’s Them.

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