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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

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

When They Want the Supervisor – 1/27/26

Posted on in Customer Service Tip of the Week Please leave a comment

Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to go up the ladder.

Different organizations have different protocols for handling these situations, and they often involve wanting you to handle this on your own – to do whatever you can to avoid the escalation.

But sometimes, despite your best efforts (or the customer just being obstinate), you have no choice.  Now let me throw in a wrinkle.  Your supervisor’s not available at that moment.  What do you do?

No Supervisor?  No Problem

First, explain the issue with the supervisor availability, offer some empathy with your not being able to give them the exact person they want to talk to at that moment.  But let them know you want to do the best you can to help them.

Second, if you haven’t done so already, clarify the rationale for the request.  What is their issue?  What is their goal?

Third, confirm your understanding of what they’ve shared.

Finally, share an alternative…or two!  Offer another party that they could speak with; offer to have the supervisor contact them back at a time when the customer is likely to be available.

Why Use this Process

This process helps you defuse the situation, which could get even worse once they realize the supervisor is not available.  You get the details you need to pass on to whomever is going to address this next.  You provide some empathy and understanding so that they know they’re being heard and that the information they’re giving you won’t have to be repeated to the person they talk to next. 

Then, by coming up with an alternative or two to consider, you’re actually putting the choice in their hands.  You’re giving them some control.  Yes, that can be risky, but you’re giving them control over a decision where you have provided options that you know are doable.

When they want the unavailable supervisor: Defuse, get details, empathize, and give them some control.

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Keep in Mind 3 Key Questions – 11/22/22

Posted on in Customer Service Tip of the Week Please leave a comment

Customers want to be heard.  If they have an issue or need or something that requires your support, they want to be understood.

When we are trying to find a resolution or fulfill a need, when we’re trying to help a customer achieve their goal, sometimes we can be so immersed in the details of the situation that we lose sight of the big picture. Other times, we can be so focused on our policies or our procedures, our products or protocols, that we’re not truly seeing this from the customer’s perspective.  And in this day and age, sometimes we’re just so busy that we don’t have the time or patience or inclination the handle the situation correctly.

To simplify things for ourselves and increase the opportunity for success for the customer, when you have the responsibility to support the customer in addressing their issue, need, or goal, keep in mind 3 Key Questions:

What’s their STORY?

Ask about their situation.  Try to understand a little bit about who they are as a person and the lens through which they’re viewing what’s going on.  Note where they’re coming from so that you know the starting point from where you can lead them.

What’s their GOAL?

Sometimes the customers are really good at giving us the game plan for how they want us to fix their situation, but often their game plans won’t work.  There’s some policy or time constraint or procedure or approach in their plan that will not work.  So, put yourself in the role of being the solution-provider – understand their goal.  And once you understand, keep this goal at the forefront of the remainder of the conversation.

What’s their PATH?

This is where you, as the expert, truly become the solution-provider.  You know their story…so you can empathize.  You know their goal…so you understand the desired outcome.  Now, you can map out a path for getting from their point A to the desired point B, and you can describe that path based on your understanding of the individual in front of you in the story they have told.

When you are helping somebody out of a bad situation or getting a need addressed, when you’re dealing with somebody who has a certain goal and they don’t know how to get there, simplify things for yourself.  Keep 3 Key Questions top-of-mind to help you navigate the conversation.

What’s their Story?  What’s their Goal?  What’s their Path?

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Use Your Customer Service Freedoms – 7/6/21

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We’re only a couple days past Independence Day here in the United States.  So it may be a good time for us in the customer service world to think about our freedoms, to think about what we have the liberties to do, to reinforce how this all plays out with our work lives and our interactions with co-workers and customers.

Freedom does not necessarily mean we can do anything we want irrespective of the consequences, but freedom does convey that we have options.  We have choices.  And in those customer service Moments of Truth, these choices can often impact us as much as they impact those that we’re serving.

  • When somebody comes at us negatively, we can’t always control our initial emotional reaction, but we can control how we respond in the situation.
  • When we don’t know the answer, we have the choice to dump the responsibility for finding the answer back on the customer, simply sharing that we don’t know, or sharing that we don’t know but taking the initiative to find out.
  • When we are made aware of a process or communication or service issue, we can address the issue for that one customer and just leave it there. Alternatively, we can at least determine whether this was a 1-time occurrence or whether this could happen 100 times in 100 days to 100 different customers.
  • We have the choice to come into work and complain all day long to co-workers, or we can come into work to encourage each other and try to look for the good in the day.
  • We have the choice to feel like the entire decision and responsibility has to be only on our own shoulders, or we can seek the opinions and guidance of others.
  • We have the choice to ignore e-mails and voice mails until the person follows up 2 or 3 times, or we can choose to respond on a timely basis.

 
We are often put in bad situations in customer service.  Many of these rough situations are not of our doing; they are not our fault.  But that doesn’t mean we are left without choices.  That doesn’t mean we are left without freedoms.  If anything, in these situations there is so much more to consider and potentially do in order to manage our own emotions, build others up, or do what’s within our authority and our capabilities to make a difference.

Use your freedoms in such a way that the company, the customers, and you, yourself, have better days.

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