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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

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

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Attitude Can Enable or Limit Success – 5/11/21

Posted on May 11, 2021 in Customer Service Tip of the Week Please leave a comment

Jerome was exceptionally good at customer service; he always received rave reviews from his customers. But Jerome felt like he knew everything there was to know about customer service, and, therefore, he did not need to attend any training or conferences.  His attitude was that he knew it all. Because of that, his professional growth would be limited.

Patty would go to the ends of the earth for a customer to help them out with something relating to her job or her department.  But if Patty received a call, and it was unrelated to her job or department, she had no interest in helping.  She would tell the person that they needed to call somebody else or that it was not her job.  Her overall performance in customer service was limited because of her inability to take any ownership over things that were not directly related to her.

Maddy could’ve been a star in customer service.  If she was having a good day, there was nobody more responsive, more cheery, more empathetic, more courteous and respectful than Maddy.  But if Maddy was having a bad day, then watch out!  Any emotion she was feeling inside was immediately going to come out.  Any difficulty she was having personally was going to come across in her voice to the customer.  Her attitude was “The customer is going to get whatever it is I feel like giving them based on how I’m doing that day.”

These three people in many ways were outstanding in customer service.  But each – in his or her own way – was limited in their overall capacity to deliver great customer service by some flaw in their attitude.  In customer service, an employee’s attitude can enable success…or limit success.

Ensure you bring an attitude that allows you to continuously deliver great service and continuously improve your performance.

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They’re a Good Person Having a Bad Day – 5/4/21

Posted on May 4, 2021 in Customer Service Tip of the Week Please leave a comment

How can someone have so much anger about something that is so insignificant?  Why is the customer getting all out of sorts for something that is not a big deal?  Why are they getting upset with me when I had absolutely nothing to do with their problem?

Although we want to help these customers and we try to navigate through their specific issues and focus on them and their needs, sometimes we can’t help but ask ourselves these questions.  And when we ask ourselves these questions, it could be because we don’t understand, we’re starting to get wound up and feed into their negative emotion, or there’s something going on with us that’s keeping us from helping them.

Maybe they’re a good person having a bad day.

This statement may be true or very untrue, but handling these situations well requires we handle our own emotions well.  It helps us to have a bit of empathy with them so we can remain a little detached from the emotional nature of the conversation.  Sometimes a key to handling these situations effectively is handling ourselves effectively.

Maybe they’re a good person having a bad day.

If we pose these questions of “Why is the customer overreacting?”, sometimes those “Why’s” just feed on each other in an unproductive way.  We need to find a way to answer the Why for ourselves, even if it may not be the ultimate correct answer.  We need to find a way to answer it such that it helps us maintain our composure.  It helps us to stay calm.  It helps us to focus on the facts instead of getting burned by the friction.

Maybe they’re a good person having a bad day.

Try telling yourself this, as it helps me to avoid taking things so personally, to be a bit more understanding, and to maintain my composure.

It helps to assume that the angry customer is a good person having a bad day.

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A Wait is a Moment of Truth – 4/27/21

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

Moments of Truth in customer service can be conversations with a customer about some complaint that they have, they can be interactions when they’re buying something in the drive-thru of a fast food restaurant, they can be questions about an order that the customer calls in to the company, or they can be brief interactions in an emergency room or in the lobby of a government building.

During these interactions, there are often waits. At the fast food restaurant, the employee at the window is waiting for the food to be prepared. In the E.R., the employee waits for the room to be cleaned for the next patient.  When the customer calls about an order, there could be wait time while the employee researches the order and the customer’s question.

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 the employee needs or conveys information. The employee doesn’t realize the importance of keeping the communication going during the rest of the Moment of Truth.

We need to view these periods of silence as opportunities to build rapport, as opportunities to improve the customer experience.  While research is being done or the wait is underway, we can simply say nothing and create a cold, impersonal experience for the customer – where inactivity can create customer doubt, frustration, or questions.

Or we could engage the customer.  We could talk to the customer about their situation, describe what is being done during the wait, educate them on some aspect of the product/service/facility/website, or note what activities may follow.  We could use these times of waiting and research as times to build rapport and relationship.

The next time you’re with the customer and the customer is waiting, keep the communication going.  Turn wait times into part of a positive customer experience.

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