Customer Service Tip of the Week | Customer Service Solutions, Inc. - Page 92

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

Locke-in from the Start – 12/8/20

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John Locke was a 17th century English philosopher, physician, and researcher.  He wrote many papers arguing particular points, oftentimes using reason and facts as the basis for his position.  He noted that many disagreements start because there is – in my words – a lack of real clarity about the topic of discussion.

He often liked to start discussions on some pertinent topic by defining key words.  In essence, his position was:  Let’s make sure we’re talking about the same thing before we start talking about it.

For those of us working in the customer service world, communication is the source of many issues, and disagreements are especially frustrating when we are miscommunicating about the topic itself.  Here are some examples of topics that the customer wants to discuss, topics that need to be defined first:

  • The customer can’t register.
    • Did they mean register or apply? Are they registering a device or an account or for a class?  Is it for them personally or a product they just bought?
  • The customer wants to talk about their account.
    • Is it really about the account, or is it a login issue to the online account? Is it something regarding an account or an order?  Is it about an e-mail they received about their account?  Is it something odd on a recent account statement?
  • The customer has a question about their property listing.
    • Is it some misinformation online regarding their property, or are they looking at a property assessment hardcopy? Is it about their property card online or how it’s noted in the MLS?
  • The season ticket holder has a question about payment plans.
    • Is it a true “payment plan,” or are they just asking about different ways to pay? Are they concerned with options, progress, terms, how to pay off, or how to cancel?

To avoid unnecessary conflicts and address needs and issues more quickly, ensure your definition matches the customer’s definition.

Locke in a common definition of the topic from the start.

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The End of the Tunnel – 12/1/20

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Have you ever heard the expression:  There’s light at the end of the tunnel…

In this COVID-era world, it sure does feel like the tunnel is long, doesn’t it?  It sure feels like this is not a light that we’ll be at in 2 seconds after the train goes another 200 yards.  But the fact of the matter is, when you’re in a tunnel and you see light, no matter how dim the light is, it shows that there is an opening.  It’s irrefutable that the closer you get to the end of the tunnel, the bigger the light appears, and the brighter the light shines.

Same is true for when we’re going through difficult times at work.  Whether we were furloughed, lost clients, lost jobs, gained responsibilities with no additional support, or had to work from home without the best equipment to do so, COVID-19 has created its own tunnels.  But the idea of the light at the end of the tunnel is the concept of hope.  And if we focus each day on our difficulties and challenges, sometimes we can lose sight of that which gives us hope.

I was working with a client recently, and we talked about the importance of having a long-term vision, of having a goal, of having some collective rallying point that we could all move toward together.  That gives us hope.

I was listening to a Ted Talk last week, and the speaker talked about the importance of leaders being servant leaders, and he described servant leadership through a definition of what service to others means.  An interesting point he had was that if we have vision of what tomorrow will look like, it helps us to get through today.  That gives us hope.

So, a suggestion or question or a challenge I have for you as you go through your own personal or professional tunnel is to identify:  What is your goal? What is your vision of a more pleasing or productive or joy-filled tomorrow?

Take time to write it down, because it’s much easier to see the light at the end of the tunnel if we figure out what “light” means to us.

Find your own light at the end of the tunnel.

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A Lesson in Gratitude – 11/24/20

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Mr. Robinson went to the hardware store with his teenaged son, Steve.  Steve was starting his first woodworking project – building a small coffee table – and needed supplies.  As they walked the aisles, Mr. Robinson and Steve couldn’t find the exact type of wood they wanted, so Mr. Robinson suggested that Steve ask an employee for help.  Steve found an employee walking by, asked for help, and got what he needed.

After the employee walked away, Mr. Robinson told Steve:  You did a good job talking with that gentleman.  Next time, though, thank the employee.

Steve:  Why should I thank the employee for doing his job?

The dad’s temperature started to rise.  It rose because this was his son talking, and why Steve was basically stating a truth, Mr. Robinson felt Steve was missing the bigger picture.

Mr. Robinson:  You thank them because they helped you, because we didn’t waste the next 30 minutes walking up and down every aisle, looking at every bin.  You thank them because – whether they were being paid or not – you show appreciation for others.

This was a teachable moment in the dad’s eyes.  You appreciate others.  Gratitude is not a light switch you just turn on when you’re an employee getting paid to answer a customer’s question, and otherwise turn it off.  Gratitude is an all-the-time thing, whether you’re an employee or a customer.

Mr. Robinson:  People have choices – whether to serve you or not, whether to do it with a good attitude or not, whether to listen to you and ask questions…or not.  You have a choice, too.  And I want you to see the importance of choosing to tell other people thanks.

Let’s make gratitude an all-the-time thing.

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