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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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Show Your Confidence – 9/7/21

Posted on September 7, 2021 in Customer Service Tip of the Week Please leave a comment

“Self-confidence is the first requisite to great undertakings.”

To do something great, you need to have confidence in yourself.  That confidence often comes from positive experience, preparation, understanding what has happened and could happen, and having the knowledge and resources and training to address it when it does happen.

If you want to do a great job in your role in service or in delivering a customer experience or dealing with the irate customer, remember your positive experiences, prepare, understand what happened and why and that it could happen again.  Know your resources, and train with others so that you can address even the greatest of undertakings.

“With self-confidence fulfilled, you’ll find that folk have confidence in you.”

While having confidence is important, when we’re working with customers, it’s also exceptionally important to show your confidence.  People don’t always take what you say or the information you provide at face value. Oftentimes, they judge the quality of the information and the credibility of the person providing the information based on how that information is delivered.

If you want the customer to accept what you say, have faith in what you decide, and trust the direction you provide, it needs to be delivered with confidence.

Confidence is often conveyed by presenting something with a focus on the other person.  It’s conveyed with clarity of thought and well-articulated words.  It’s often conveyed with brief statements as opposed to lengthy and rambling narratives.  And it’s conveyed with your nodding of the head or with your strong yet conversational tone.

Set yourself up for customer service success.  Invest in yourself so that you are confident in the work you do.  Then present yourself in such a way that the customer shares your confidence.

Show your confidence.

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Dear Customer, What do you expect? – 8/31/21

Posted on August 31, 2021 in Customer Service Tip of the Week Please leave a comment

Studies show that 40% of customer dissatisfaction was because the company didn’t meet the customer’s expectations.  The company overpromised and under delivered, or the company didn’t even do the bare minimum of what the customer expected.

To avoid dissatisfying your customer, meet or exceed their expectation.  Simple, right?  It only gets simple if first you know the customer’s expectation.  So, when you’re interacting with your customer, here are some good questions to ask to uncover your customer’s expectations about the product or service you’re delivering:

  • For WHO, ask: Will you need guidance in setting this up/getting this to work? Reason to Ask:  If you’re providing a service, you’ll identify what they expect in terms of educational support.  Make sure they know what to do with the product or service you’ll provide.  This question is all about them.
  • For WHEN, ask: By when do you need this service? Reason to Ask:  If you’re shipping a product, you want to know when they need it delivered so you don’t provide it later than needed.  This question is about timing.
  • For WHERE, ask: Where would you like this product delivered (or this service performed)? Reason to Ask:  If they want something delivered, you’ll identify where they’d like it delivered, how they’d like it packaged, etc.  Don’t deliver to the wrong location; don’t package the service/product incorrectly.  This question is about location.
  • For HOW, ask: How do you intend to use this? Reason to Ask:  Make sure you understand how they plan to apply your service/product to their need.  This question is about the product’s use or benefit.

 
These questions address the “Who, When, Where, and How” of “What” service is being delivered.

Identify the expectation; deliver the satisfaction.

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Listen Here…or Hear – 8/24/21

Posted on August 24, 2021 in Customer Service Tip of the Week Please leave a comment

To listen or not to listen?  That is the question…

Okay, so I’m no Shakespeare, but I like to quote the masters – Shakespeare, Senge, Seinfeld – whenever I get the chance.

Today’s topic is listening versus hearing.  There are distinct differences.  It’s important to go beyond hearing what somebody says if you want to truly convey that you care about what they’re saying.

You hear the wind, but do you listen to it?  You hear the laughter, but do you listen to it?  You hear the voices and the background music and the reporter on the television, but do you listen to them?

When you’re listening, you’re not only hearing the noise, but you are also seeking to understand the noise or the person or the content or music.  In customer service, hearing may be passive, but listening is active.  People want you to actively understand them based on what they say and how they say it.  And just as much as they want you to listen, they want to perceive that you’re listening to them.

This means that you have to have the eye contact when you’re listening, you nod periodically, and you have to have a total focus with your body language that conveys that you’re attentive to them and thinking about what they’re saying.

To show you’re listening, it helps to convey your understanding of what they’re saying.  So, take notes on what they’re saying, not relying purely on your memory.  Because from the customer’s perspective, it doesn’t matter if you hear them; what matters is that they feel like you are listening to them.

When you are listening, others feel like their comments are appreciated.  They feel like they are of interest to you and valued by you.  They feel…important.

The next time you are engaged with a customer in conversation, don’t just hear them out – convey that you’re listening.

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