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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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Find One Unique Thing – 3/2/21

Posted on March 2, 2021 in Customer Service Tip of the Week Please leave a comment

Many of us are not in a position to develop long-term relationships with our customers.  Our encounters are often one-time only with a customer – very brief and likely to be our only time chatting with this individual.

And even though there may not be a long-term professional relationship developed, we can still establish a pleasant and professional rapport.  We want them to feel like we care, and one way we can do that is to uncover something unique about that person.

Use Your Customer Database

Some of us are fortunate that we have customer databases that may tell us a little bit about the individual.  In sports, you may see that this NASCAR fan loves Chase Elliott.  That’s something unique to talk about with that customer.  In banking, you might look on the system and note that they’re a relatively new customer.  That’s an opportunity to thank them for their business and welcome them again.

No Database? No Problem.

But even if you don’t have that customer database, there are ways to quickly uncover something unique about the individual so you can establish a rapport.  Recently, I heard a dog barking in the background during a client call, so I asked the other person about their dog, and we chatted about our pets.  I was on a video call, and there was a wrestling belt in the background behind them on a shelf.  So, I asked them about the belt and learned about a particular award they won at their company.  Those conversations not only showed my interest in them, but they became a lot more positive and fun for me, too!

In government, when you’re talking with a local resident, ask what city or town they live in, and if you’ve never been there, ask them to describe the area.  If you’re providing service in someone’s home, if you see a nice piece of art or photo or piece of furniture, don’t just notice it – compliment it!

It doesn’t have to be much.  Identifying or bringing up something unique doesn’t have to be a Broadway production – some big formal theatrical unveiling of some unique pearl of knowledge.

Just Find One Thing

But identifying that one unique thing is important – it helps them to no longer feel like the number, no longer feel rushed or feel like a transaction.  They now feel like you see them as the unique individual they are, and that little effort on your part to establish a rapport makes a big difference in the feeling they take away from the conversation.  And in the long run, it makes a big difference in their perception of your organization.

The next time talking with a customer, find out one unique thing about them.

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Should I Stay or Should I Go? – 2/23/21

Posted on February 23, 2021 in Customer Service Tip of the Week Please leave a comment

Should I stay or should I go?  That’s not just a classic song by The Clash.  It’s also the question customers ask more and more, especially during difficult economic times.

A recent study in the Charlotte Business Journal noted that 50% of North Carolina businesses are concerned with how to maintain their existing customer base.  Even after almost one year of dealing with COVID-19, that concern continues – understandably so.

Customers are the life of any business, so sustainability and growth as an organization depends largely on retention and growth of the customer base.  Since the question I’m highlighting from the Business Journal study focused on existing customers, let’s talk about your current base of clients.

For you to maintain your existing customer base – before developing strategies or launching some major personalized reach-out campaign – let’s pause.  Let’s first determine what information we don’t know, and then let’s ask our existing customers to supply us with the information we need to keep them!

Retention:  Why did our customers begin working with our companies?  What about our products, our services, our people brings them the most value?  Why do they stay with us?  Why would they leave?

Growth:  Are they aware of our array of products and services – especially those that they don’t currently use?  Do they know about new customer processes or technology, policies or perks that could benefit them?  Are they aware of special values, resources, or unique opportunities available to them as existing customers?

Future Plans:  How likely are they to stay with us, to purchase more, to want to upgrade what they get from us?  How likely are they to look elsewhere for our types of services, and who else is competing for their interest or their dollar?

Every day, our customers are asking themselves whether they should stay or go.  Let’s make sure we’re asking them the questions so that we have the answers we need to keep them for the long-term.

Get customers to tell you why they would stay.

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Optimism – A Force for Good in Customer Service – 2/16/21

Posted on February 16, 2021 in Customer Service Tip of the Week Please leave a comment

Will 2021 be a better year than 2020?  I have absolutely no idea.  Maybe it would be nice to see into the future and know for certain, but I can’t and I don’t.  But as I wade further and further into this year, I can hope that the water warms, or I can fear that a big wave is going to knock me over.  I can choose optimism or pessimism.

Optimism is about hope – it’s about faith or belief or confidence in the possibility of a positive outcome.

Colin Powell once said that perpetual optimism is a force multiplier.  In other words, positivity can create momentum, can create power – people are attracted to it and will go with you if that optimism can become a sincere all-the-time thing.

If we want our co-workers and customers to follow our lead, it benefits us to enlist the power of optimism.  If we want pleasant, positive, Yes-oriented interactions, it benefits us to be pleasant, hopeful, and optimistic.

Sometimes it’s easiest to define a word or explain a concept by contrasting it, so let’s consider some examples.  Kahlil Gibran said:  The optimist sees the rose and not the thorns, the pessimist stares at the thorns, oblivious to the rose. Here are a couple other quotes…

  • A stumbling block to the pessimist is a stepping stone to the optimist.
  • A pessimist thinks there’s nothing so bad it can’t get worse; an optimist thinks there’s nothing so good it can’t get better.
  • An optimist sees an opportunity in every calamity; a pessimist sees a calamity in every opportunity.

 
Now let’s refocus on the good – the optimistic viewpoint – hoping and believing that things will turn out well and imparting that hope and confidence to others:

  • Yogi Berra used to say it ain’t over ‘til it’s over. At the end of sporting events where my team is losing, my wife likes to say:  It’s not over yet.  They can come back!
  • Robert Browning encourages us not to look down, but rather to look up. Don’t focus on the difficulty you’re in as much as the direction you want to go.
  • Walt Whitman said the strongest and sweetest songs yet remain to be sung.

 
If times are difficult, remember that today’s circumstances don’t dictate tomorrow’s outcomes.  If times are good, know that they can get even better.

Often our perspectives and our outlooks affect others, and if we want to draw people in and get them to have confidence in us, our decisions, our direction – we can use optimism to be that draw.

Use optimism as a force for good in your service of others.

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