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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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And YOU get a Thanks, and YOU get a Thanks… – 6/15/21

Posted on June 15, 2021 in Customer Service Tip of the Week Please leave a comment

Yes, Oprah Winfrey gets her first shout-out in a CSS Customer Service Tip of the Week!  She’s famous for many things – one of which was giving out presents to everybody in her audiences.  She would happily proclaim:  And YOU get a gift, and YOU get a gift, and YOU get a gift!

And as generous as that was, in the back of our minds we all know that she’s SO wealthy, that she can afford to give all those people gifts.  Well, even if we all are not rich, we can still afford to give our customers the gift…of thanks.

I’m sure that we’ve all been brought up in homes where we were told that – in business – when the transaction ends, somebody should say “thank you” and somebody should say “you’re welcome.”  But oftentimes in our personal lives, we give them our money, they give us the merchandise, and there is dead silence.  But we want to hear a thank you.  So we, the customer, say “thank you!”  It’s like saying “thank you for taking my hard-earned money.”  Or “thank you for the privilege of buying this combo meal; I really appreciate it!”

It shouldn’t be that way.  Employees should initiate the thanks.  Employees should convey the appreciation because the customer has an option; the customer could take their business elsewhere.  So, the employee should be the one closing positively and showing appreciation.

As you’re completing your transaction, and as that conversation on the phone or face-to-face is about to end, get in the habit of initiating the thanks, of initiating the appreciation.  And even if the customer says thanks before you get the opportunity, say thanks to them back. Say “I really appreciate your coming in” or “I really appreciate your bringing this to our attention.”

Realize that the customer has an opinion, and that opinion matters – that decides if they want to stay with you or want to go elsewhere.  Make sure that their last memory of their experience with you is your statement of appreciation.

Thank the customer first.

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It’s Right to Note “That’s Not Right” – 6/8/21

Posted on June 8, 2021 in Customer Service Tip of the Week Please leave a comment

TJ was doing some construction work for the homeowner, and he noticed something unusual about the paint texture on the storm door that he was about to install.  The homeowner had purchased the door, and when TJ was getting ready to install it, he noticed that the door had a grainy texture to the paint instead of being perfectly smooth.  “That’s not right,” TJ said, and he talked with the homeowner and investigated whether the paint job was defective or just a different finish than expected.

As he was walking through the house, he noticed cracks on the wall and remembered about some recent construction that had been done near that spot.  He said “that’s not right,” and he told the homeowner, investigated the cause, and offered some potential solutions.

As he was getting ready to wrap-up his work, he noticed some trim at the house that could use a fresh coat of paint.  “That doesn’t look right,” he thought.  He wasn’t a painter, but he offered the homeowner two different painters whom TJ trusted to contact if the homeowner wanted some help.

TJ was observant and proactive.  He didn’t make or buy the storm door, he didn’t cause the crack in the wall, and he wasn’t a painter.  But he noticed all the concerns, proactively brought them to the attention of the homeowner, and gained nothing directly from any of the issues.  In fact, it required more of his time than ignoring the issues would have required.

But TJ was focused on identifying the needs of the customer and doing what was best for the customer.  Know that TJ has gotten multiple referrals from that homeowner and also got some repeat business as well.

Be like TJ.  Look around.  Identify customer needs and point them out to the customer.  Maybe you can address the needs, or maybe you’ll just recommend a course of action to the customer.  But by being proactive, you gain trust, respect, and loyalty.

Identify situations where “that’s not right” to get the right kind of relationship with your customer.

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Respond to Negativity in Kind, or Respond Kindly – 6/1/21

Posted on June 1, 2021 in Customer Service Tip of the Week Please leave a comment

An eye for an eye, a tooth for a tooth.  It seems like that’s what makes the world go ‘round nowadays.  You yell at me, and I yell at you.  Then you yell louder, and I yell louder.  And all that cacophony just pushes us further and further apart.

In customer service, we’re not looking for opportunities to push the other person away.  We’re looking for opportunities to work with our co-worker, to work with our customer.

Sometimes through no fault of our own, these conversations or interactions start with the other person being negative, or they are being vocal – and not in a pleasant way.  They’re griping and complaining and quickly firing criticisms our way.

And it’s easy for us to get defensive, to get our back up, and to respond in kind.  We raise our voice.  We criticize them.  We get into a debate on the minutiae, or we loudly share our valid points.  No matter what we do, though, if we do it in a way that is reciprocating that anger or negativity, that is not bringing us closer together or moving us forward.  It is pushing us away from each other, and it is hard to get to a resolution together if we are far apart.

Instead, try kindness.  Try dealing with that loud voice with a softer voice.  Try dealing with that complaint with some statement of your intent to figure out what CAN be done.  Try being extra courteous and polite, using their name, saying thank you, and conveying a little bit more caring and compassion.

We can dull the edge of their anger, not by responding to negativity in kind, but by responding kindly.

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