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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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To Improve, Understand Why You Do What You Do – 10/19/21

Posted on October 19, 2021 in Customer Service Tip of the Week Please leave a comment

In the 7 Habits of Highly Effective People, Stephen Covey says that habits form at the intersection of desire, skills, and knowledge.  Desire is the WANT TO do something.  Skills is the HOW TO do something.  Knowledge is a combination of the WHAT TO do and WHY TO do it.

Many of those who are best at serving others, who are best at customer service, have the desire to help others.  They have the desire to meet a need, to resolve an issue, or to just engage people and do something for others.

In our professional lives, we hope to build our skill set, we go through training, watch webinars, read, and learn from co-workers and mentors to build our skill set.

To build our knowledge, we learn policies and procedures and people and places and products and services.

Understanding the Why

But the one area of this habit-forming approach that is often neglected – or at least not considered enough – is the “why to.”

And yet, the why to is often the most important thing.  It notes the purpose of what we’re doing.  It notes the potential benefit of our actions and our attitudes.  It suggests the key reason for the habit we have or the habits we’re hoping to form.

So, think about the habits you have formed or want to form.  Maybe it’s a habit of how you greet somebody or how and when you respond to messages.  Maybe it’s a habit of how you plan or how you organize.  Maybe it’s the mindset you take when you’re dealing with an angry customer.  Maybe it’s a habit of who you share information with or who you don’t share information with in certain circumstances.

Now take a step back, and ask yourself the why question.  Why do you greet people like you do?  Why do you respond to messages the way you do and in the timeframe you do?  Why do you plan or organize the way you do?  What do you have a certain mindset when dealing with certain people?  Why do you share information with some people but not other people?

If you want to change a habit, want to form a new habit, really want to improve the things you routinely do, the actions you routinely take, the attitudes you routinely have, then start with asking yourself why you’re doing those things today.  By understanding yourself a little bit better and the reasons behind the habits, it’s easier to see whether and why you should change those behaviors.

To improve, understand why you do what you do.

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Tailor to the Type – 10/12/21

Posted on October 12, 2021 in Customer Service Tip of the Week Please leave a comment

We’re all different.  We’re all unique.  Every customer is different and unique, as well, and we should treat them as unique individuals.

While we should see each customer as unique, before we fully get to know the customer, there are some core philosophies to take into customer conversations based on the type of customer or situation that we’re encountering:

  • If they’re upset, listen.
  • If they’re new, learn.
  • If they’re long-term, appreciate.

 
When people are upset, they want to feel that you care, like you truly want to help.  But when you interrupt or argue, you’re not allowing them to vent and blow off steam.  You’re not allowing them to make their point.  You’re conveying that you don’t care.  If they’re upset, listen.

When a customer is new, you want to begin developing a relationship, and as we often say, it’s easier to have a relationship with someone you know than with someone you don’t know.  Be inquisitive.  Ask questions.  Why did they shop with you?  What do they need?  What do they look for in a business like yours?  If they’re new, learn.

When you’ve had a customer for a period of time – a recurring customer – they want to feel like you value their past purchases, their business…like you value them.  Get to know their name; be patient; reference past positive interactions.  Say “Thank You” over and over again – they deserve it!  If they’re long-term, appreciate.

Tailor to the type.

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Avoid the Silence; Build the Relationship – 10/5/21

Posted on October 5, 2021 in Customer Service Tip of the Week Please leave a comment

Our interactions with customers are “Moments of Truth.”  These Moments of Truth can be conversations with a customer about some complaint, encounters when they’re in the drive-thru, questions about an order that the customer calls in to the company, or brief interactions in the lobby of a government building.

Sometimes during these interactions, there are waits. At the fast-food restaurant, the employee at the window is waiting for the food to be prepared.  In the building lobby, the customer is waiting for the employee to finish paperwork with the previous customer.  With the customer calling in about the product they ordered, the wait could be the time it takes for the employee to conduct the research so that they can give the customer the answer.

During these Moments of Truth, the employees are often waiting or doing an activity while the customer is present.  Yet, too many employees only communicate with the customer when they need information or they’re wanting to convey information.

So mostly, there’s dead silence.

From the customer’s perspective, silence can mean that there’s an issue, that the employee has forgotten the customer, that staff don’t care.  And that just makes the wait feel longer, and the customer’s emotions can more easily go negative.

Employees need to view these periods of silence as relationship building opportunities.  While the research is being done or the wait is underway, the employee can simply say nothing and create a cold, impersonal experience for the customer, or the employee could engage the customer. During the wait, the employee could talk to the customer about their situation or describe what is being done. The employee could use these times of waiting and research to build relationships.

The next time you’re with the customer and the conversation stalls during a wait or some other activity that is going on, use that time to keep the communication going to build your organization’s relationship with the customer.

View waits as opportunities to build relationships.

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