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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

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

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Look Up, or Look Out! – 2/19/19

Posted on February 19, 2019 in Customer Service Tip of the Week Please leave a comment


The clerk called out “next in line!”, and Frannie went to the counter. “Can I have your name?,” the employee asked, but she stared at her computer screen while asking. Frannie stated her name, the time of her appointment, and noted the reason for the appointment.

Staring at the screen, the clerk confirmed the insurance was still valid and the address was still the same. After Frannie confirmed, the representative, still staring at the computer screen said “feel free to have a seat over there in the lobby.” So, Frannie went over to the lobby, and she sat down.

This is similar to interactions that happen millions of times every day at American businesses, and this is emblematic of interactions that happen millions of times every day which are NOT GOOD.

The only semblance of eye contact was when the clerk looked toward the line 20 feet away and yelled “next in line!” The clerk was dutifully doing her job, entering or confirming the right data. She got the facts right, she completed the transaction, and she told the customer where to go!

Frannie, meanwhile, was a proverbial cog in the assembly line. She was moved from place to place to place with all the warmth and attention and appreciation that one would expect from a conveyor belt.

After Frannie sat in the waiting area, she looked around and noticed that there were 4 different waiting areas with small signs to signify waiting areas A, B, C, and D. She assumed she was in the right area, but it was unclear to her. She was a tiny bit confused and a little bit irritated at the lack of anything positive. The longer she waited – 5, 10, 15 minutes past her appointment time – the more irritated she got. She also wondered if she was in the right waiting area. She saw patient after patient who checked in after her get called ahead of her.

She was getting hot, frustrated, and her question about the delay was turning into a complaint about the experience. Before her emotions got the better of her, her name was called.

The whole time, Frannie kept thinking that if the clerk had only looked up during the conversation, made eye contact a few times, smiled, and been more clear about the potential wait time and about the location of the waiting room, expectations that Frannie had would’ve been more reasonable; her perception of the experience would have been much more positive.

When you’re face-to-face with the customer, no matter how important that computer screen is or that paperwork may be, look up, or look out!

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Of Carly Simon and Corey Feldman – 12/4/18

Posted on December 4, 2018 in Customer Service Tip of the Week Please leave a comment


Anticipation. It’s a fine song by Carly Simon. She talks about how it (anticipation) is making her late, and it is keeping her waiting. The song is also the theme for the cheesy Corey Feldman 1970s Heinz Ketchup commercial. But that definition of “Anticipation” talks about the feeling you have while you’re waiting for something to happen.

In customer service, we often talk about the other definition of anticipation. This definition relates to trying to identify a potential customer need before it’s ever voiced to you. You anticipate that they have an issue. You anticipate that they’re about to run into an obstacle. You anticipate that they have a particular need that they want to share. In this sense, anticipate suggests you are almost predicting what is going to happen, and the benefit of the anticipation is you can be proactive.

So how do you anticipate? Since the action isn’t yet occurring, you’re looking for cues. You’re looking for that look of frustration or hostility or confusion on the part of the customer. You’re listening to the hesitancy in their voice, or you’re noticing the change in their mannerisms. You’re thinking about customers who’ve been in a similar situation who started to go down a direction that this customer may go as well. You’re relying on your history and knowledge to serve as a predictor of the future in the moment with this customer. And you’re looking at the cues that they provide or their emotions or the direction that they’re starting to head.

To be great at customer service, it’s not always about reaction. Oftentimes, it’s about proactively identifying what steps you can take even before the customer realizes their needs and voices them to you. It’s about you reading the situation and getting ahead of the curve.

To be great at customer service, be a great reader of that customer in front of you or on the phone with you. Think about them in light of all the different customer interactions you had in the past, and anticipate their needs.

Anticipate in order to offer exceptional service.

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No Matter How You Say It, Say Thanks! – 11/20/18

Posted on November 20, 2018 in Customer Service Tip of the Week Please leave a comment


Gracias. Grazie. Gratias tibi. Obrigado. Tack. Merci. Danke. Thank You.

No matter how you say it, say it. Say Thank You. You can say Thank You in many different languages (shout out to Google Translate for what’s written above!). You can say it with your eyes, your gestures, your smile, and with a nod of the head.

You can say it in a written note or an email or a text. You can convey it face-to-face or on the phone. You can “like” a social media posting or send a little gift card of appreciation. You can say it in front of a group of co-workers or quietly convey it to the employee in the next cube.

You can do it at the start of the conversation or at the end of the conversation. You can do it each step of the way without having to wait until that process is done.

You can say it in a meeting or in front of someone’s boss.

One-on-one you can use the words thanks, appreciate, and value. In front of others you can use the words credit, acknowledge, recognize, salute, pay tribute, and even hail!

In America, it’s Thanksgiving week. So, let’s use that holiday as a good reason to be especially appreciative of co-workers and customers alike.

No matter how you say it, say it. Say Thanks!

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