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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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Connect During Customer Service Week – 10/6/20

Posted on October 6, 2020 in Customer Service Tip of the Week Please leave a comment

It’s Customer Service Week…woohoo!  This week should be all about the customers we serve and the staff who serve them.  This should be about conveying we value other people, and – hopefully – having other people convey that they value us.  It’s a week about people – about us.

This should be a week about creating, rekindling, and continuing to connect with others.

So, how do you connect with someone – particularly with an individual you’ve never met before today?  Here are some quick tips:

Create Comfort.  The more comfortable someone is with you, the more willing they are to be open with you, and the more willing they will be to listen to you.  Create comfort with your voice, your patience, and the general environment that surrounds your conversation.

Ask Another.  The more inquisitive you are about the other person – understanding them and their unique situation – the more likely they are to engage with you.  Asking questions gives them an opportunity to share, and it gives you an opportunity to listen.  People connect more with those who they feel listened to them.

Name Names.  Share your name right off the bat, and use their name frequently during the conversation.  Names personalize.  Names create rapport.  Names help to connect.

Uncover Commonalities.  The more the other person can relate to you or feel like you’re relating to them, the more comfortable they would be, and the deeper connection that will be created.  So, empathize with their situation, even if you haven’t experienced the exact same thing.  Highlight some aspect of them, their background, their situation that has some commonality to you, your background, or your typical days.

To connect during Customer Service Week, create comfort, ask another question or two, name names, and uncover commonalities.

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Temper the Tone of THE VOICE – 9/29/20

Posted on September 29, 2020 in Customer Service Tip of the Week Please leave a comment

The television show The Voice is a singing competition.  The opening episodes of every season begin with individuals singing while judges have their backs to the singer.  The judges can’t see the singer, so they are evaluating the performer purely based on their voice.

Oftentimes, when the judge turns around, he or she is SHOCKED at the look of the performer.  Maybe the judge figured the singer would be a bigger person because they have a deep voice, or the judge assumed there would be an older person singing because of the control that they had in their voice.

The judges’ perceptions of the individual are often wrong, but those are based on the voice that they hear.

Our customers are very similar.  Until they really get to know us, they often judge our personalities or what they think of us, and that judgment is largely based on our voice.  If it’s a telephone call, it’s almost exclusively based on our voice.

But how many of us really think about our voice when we’re talking with someone?

Well, we should think about it, regardless of whether we’re talking to a family member we’ve known for 30 years or a customer we’ve spoken with for 30 seconds.

The tone conveys a message:  Are you bored or engaged?  Are you happy or upset?  Are you distracted or focused?  Do you care or not?

And often the positive attributes of voice involve characteristics such as having some fluctuation.  The positive attributes involve having a little pace without talking too fast, talking just quick enough to show some energy and enunciate enough to be understood.  They involve emphasizing the most important words, and the attributes involve a little bit of tempo instead of a staccato – an almost excessive emphasis on each syllable.

When you want to come across in a positive way to the customer, view them as a judge on The Voice.

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Keep On Going – 9/22/20

Posted on September 22, 2020 in Customer Service Tip of the Week Please leave a comment

Thomas Edison once said “Many of life’s failures are experiences by people who did not realize how close they were to success when they gave up.”

You are close to success – Keep On Going.

Winston Churchill once said “If you’re going through hell, keep going.”  This quote has been taken to another level in a recent country song by Rodney Atkins:  If you’re going through Hell, keep on going; don’t slow down.  If you’re scared, don’t show it.  You might get out before the devil even knows you’re there.

When you’re going through the toughest of times – Keep On Going.

Ed Gagnon once said “Today is harder to get through if we forget that we got through yesterday.”

Even if you can’t envision how this day could possibly end well – Keep On Going.

Too often we’re stumped by that failure, and the frustration causes us to stop.  But there’s a lot to be said for viewing our mistakes or failures simply as stepping stones to what will eventually be success.

Too often we’re dealing with rough times, and doing nothing seems like the only thing to do.  But there’s a lot to be said for making a decision and moving on – continuing to move towards some ultimate goal.  That long-term view can often pull you out of the mire of these short-term concerns.

Too often we’re so immersed in today’s challenges that we can’t see the promise of tomorrow.  But there’s a lot to be said for realizing that this too shall pass, because rough days in the past have ended, too.

The tip for today is Don’t let things stop you.  Don’t let that angry customer or that broken technology or that frustrating colleague or that restrictive policy or the difficulties of that new world that we’re living in cause you to stop.

Continuous improvement requires movement and progress. Getting better requires we Keep On Going.

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