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Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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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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Make it a “Good Busy” – 9/28/21

Posted on September 28, 2021 in Customer Service Tip of the Week Please leave a comment

When I’m speaking with colleagues or clients, I’ll often ask how their day is going. The response I get almost once a week is something like:  I’m incredibly busy!

When I get that response, sometimes I’ll ask whether it is a “good busy” or whether they are “fighting fires.”

I’ll ask that question to gauge how they’re feeling.  Being “good busy” with important work helps you feel positive and fulfilled.  Spending days just fighting fires – urgent tasks that pop up unexpectedly or at the last minute – can result in anxiety, stress, and poor quality work.  That can trickle into customer engagement where we’re too busy to be responsive to customers, are short in speaking with them, or make mistakes in service actions.

While fighting fires is something that we could deal with because other people fill our inbox at the last minute, some of the activities that are urgent and require us to drop everything else or cause us to work into the late hours every evening are things we can control.

If we find ourselves constantly working on the urgent to meet a deadline at the last second, if we find ourselves constantly stressing about not having enough hours in the day, if we find ourselves feeling unsettled with all the plates that are spinning around us at the same time, realize that this situation is something we can take more control over in the future.

Particularly where you have deadlines, document the key steps that need to be addressed and how much time others will need to do their part through the process.  Put those timelines on your daily To Do List.  Reflect back on how much time it takes to do these tasks so that you’re allocating enough time today on something that needs to be completed three days from now.  You have enough understanding of how many activities you can do in one day, so, where you have control over those activities and when they’re done, you can massage your schedule for the week so that the workload is a little more evened out.

We’re all going to be busy at times if not almost all times, but the type of busy we’re dealing with is often affected by how well we’re planning to meet the deadlines.

Make it a Good Busy.

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What’s the Good Word? – 9/21/21

Posted on September 21, 2021 in Customer Service Tip of the Week Please leave a comment

Each one of us talks to co-workers and customers every day.  And when you’re speaking with someone, there are always good ways to respond to questions or issues.  But there are also better ways to respond.  Since you’re receiving weekly customer service tips, I know you are all about continuous improvement!!

So, here are four quick examples of how to go beyond saying words that simply fit the conversation, and – instead – find better ways and better phrases to improve the customer experience.

Because CSS conducts research for our clients, oftentimes we’ll get e-mails from their customers that include complaints, and we need to respond to the customer on behalf of the client even though we have no ability or authority to investigate or resolve the issue.

  • Our response is OK if we say: I will send your e-mail to our client.
  • But this is Better: I will immediately forward your concerns and comments to my contact at our client, and I’ll ask that they respond to you directly.

 
I’m sure you often get requests or receive questions seeking status updates on issues or services.

  • Your response is OK if you say: I will check on that.
  • But this is Better: I’m going to investigate that right now for you.

 
Sometimes the customer isn’t being clear – they’re not giving you enough information to take action.  Maybe they have a different dialect from you or the speed with which they are talking makes what they’re saying unclear.

  • Your response is OK if you say: I don’t understand what you’re saying.
  • But this is Better: Help me understand a little more about the specifics of the situation.

 
I’m sure you’ve gotten many questions over the years about topics for which you did not immediately know the answer.

  • Your response is OK if you say: I’ll see what I can find out.
  • But this is Better: That’s a really interesting question. I had not thought of it like that before. I’ll be happy to research that for you.

 
Think about instances where you’re dealing with similar situations, and find ways to go beyond the OK response to something that’s better.

Be intentional about finding better phrases to better the customer experience.

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