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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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They’re a Good Person Having a Bad Day – 5/4/21

Posted on May 4, 2021 in Customer Service Tip of the Week Please leave a comment

How can someone have so much anger about something that is so insignificant?  Why is the customer getting all out of sorts for something that is not a big deal?  Why are they getting upset with me when I had absolutely nothing to do with their problem?

Although we want to help these customers and we try to navigate through their specific issues and focus on them and their needs, sometimes we can’t help but ask ourselves these questions.  And when we ask ourselves these questions, it could be because we don’t understand, we’re starting to get wound up and feed into their negative emotion, or there’s something going on with us that’s keeping us from helping them.

Maybe they’re a good person having a bad day.

This statement may be true or very untrue, but handling these situations well requires we handle our own emotions well.  It helps us to have a bit of empathy with them so we can remain a little detached from the emotional nature of the conversation.  Sometimes a key to handling these situations effectively is handling ourselves effectively.

Maybe they’re a good person having a bad day.

If we pose these questions of “Why is the customer overreacting?”, sometimes those “Why’s” just feed on each other in an unproductive way.  We need to find a way to answer the Why for ourselves, even if it may not be the ultimate correct answer.  We need to find a way to answer it such that it helps us maintain our composure.  It helps us to stay calm.  It helps us to focus on the facts instead of getting burned by the friction.

Maybe they’re a good person having a bad day.

Try telling yourself this, as it helps me to avoid taking things so personally, to be a bit more understanding, and to maintain my composure.

It helps to assume that the angry customer is a good person having a bad day.

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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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Excellence is Not Perfection, and that’s OK – 1/26/21

Posted on January 26, 2021 in Customer Service Tip of the Week Please leave a comment

Surveys have questions with ratings that range from Excellent to Poor.  We custom-design and deliver Service Excellence Training.  Tom Peters wrote the book “In Search of Excellence.”

But how do you define Excellence, particularly in customer service?  Let’s start with what Excellence is not.  Excellence is not something reflected in Customer Service Standards. Those Standards are typically the bare minimum expectation of every employee in every interaction.  If we are adhering to those Standards, we’re being consistent in the way of the organization, but we’re not necessarily being Excellent.

On the other side of the spectrum, Excellence is not perfection.  Perfection is something that is rarely if ever attained, and even then, perfection is usually defined through a result rather than through a perfect match of attitudes and actions throughout the entire process of getting to that result.

So, Excellence is not a bare minimum expectation, and Excellence is not perfection.  However, it is something as consistent as Standards but that continuously strives and reaches for what would be achieved in perfection.

Excellence is really reflected in Exceling through the process.

Oftentimes we don’t have control over the outcome because so many other factors are involved, but we have lots of control over how well we Excel going through the process.  We Excel when we are making decisions in the process for the right reasons with the right goals in mind.  We Excel when we take the action we need to take to reach the goal.  We Excel when we do things within the timeframe we need to do them to have the desired outcome.  We Excel when we bring an attitude that has the capabilities of drawing ourselves and others toward that goal.

Excellence does require a goal – something you’re trying to attain or achieve, something you’re trying to live into every day, something you’re trying to become.  However, when you think about how to achieve Excellence, don’t focus so much on the final achievement of some lofty goal.  When you think about Excellence, consider what you need to do in the process to give yourself and those around you the best chance to achieve that goal.

To Excel, first determine your goal; then identify what you can do to ensure that you have the decisions, actions, timeliness, and attitudes that give you the best chance of achieving that goal.

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