co-worker | Customer Service Solutions, Inc. - Page 10

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

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

What to do When You’re in the Middle – 1/24/23

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

Bob and Sarah are arguing, and you’re in the middle.  Bob’s an employee, and Sarah is a customer, and they have a difference of opinion.  Somehow you’re involved even though you didn’t have anything to do with the interaction in question, the complaint being addressed.  You find yourself being the moderator, the mediator, the facilitator.

CSS does a tremendous amount of facilitation work, and it’s not just facilitating disagreements between customers and employees.  Usually it’s facilitation of groups where you have various stakeholders meeting, and they all have their own particular interest or position.

The key phrase we use when facilitating conversations like this is Healthy, Productive, and Effective.  You want Healthy conversation, where the discussion is about the issue or the goal, not the individuals involved.  Make sure people don’t make it personal or take it personal.

Productive means you try to stay on task.  Everybody understands up front what the goal is and how much time we have to discuss it, and those things that are not pertinent are identified and put on a “parking lot” for future reference.

Effective means starting with the end in mind and keeping a focus on that end.  The end is the goal.  It’s not the process to get to the goal.  People can get stuck in their specific solution or the process to get to that solution, but you just want them to think about the goal.  The more you can get them to focus on a common goal, the better chance you have of getting them there.  The more they fixate on their solution or their position or how they want to get there, the more difficult it’s going to be for you to be effective and for participants to get to their goal.

The next time you find yourself in the middle of an argument or a meeting between Bob and Sarah, identify a common goal up front.  Try not to get people focused on their position.  Make the conversation about the goal and not about the personalities involved.  Identify the time constraints, and professionally move the tangents to the parking lot.

Facilitate effectively when you find yourself in the middle.

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Appreciate to Appreciate – 11/1/22

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

Why doesn’t Jay, my co-worker, respond to my e-mails or get his task done on time?

It’s hard to respect the delay, the incomplete work, the lack of follow through on the part of your co-worker.

Why does the customer seem so harried and so frustrated?

It’s hard to value the customer when they’re late for the appointment, they’re not being respectful of you, or they didn’t bring in the information they were told that you needed.

Appreciate – Two Definitions

There are two core definitions of the word appreciate, and they go hand-in-hand.  One definition, essentially, is to understand.  You appreciate (understand) the situation, or you appreciate (understand) the position in which the other person finds themselves.

The other definition is to value, to respect, to have gratitude for the other.

Oftentimes it’s hard to value, respect, or have gratitude for somebody that is not doing their part, that is conveying a certain negative attitude that does not seem appropriate for the situation.

To help us avoid allowing that perception of the other person to negatively impact our own attitude, sometimes it helps to try to understand them…to try to appreciate the situation…to try to appreciate the position that they’re in at this moment.

The more we ask questions, listen to their words, and watch their body language – being inquisitive about their situation – the more we understand.  And the more we can understand somebody and begin to empathize with somebody, the easier it is to respect them, the easier it becomes to thank them, the easier it is to value them.

Take the time to appreciate what the other person is going through.  It helps us manage our emotions, and it can help us to appreciate them that much more.

Understand to Respect.  Appreciate to Appreciate.

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Regain Lost Motivation – 4/6/21

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For many of us over the last 12 months, our home has also become our workplace.  Our work interaction has been 2-dimensional through the computer screen as opposed to the 3-dimensional experiences we’re used to with co-workers and customers.

We are all motivated in our own unique ways.  Some are money-motivated.  Some are personally motivated to do a great job.  Some are motivated by incentives or accountability measures.

But when COVID hit, we lost one big motivational factor – that is a more personal human touch and interaction with those that we work for and work with on a daily basis.

We are in the process of getting that motivational factor back.  We’ve gone from no remote to fully remote; now we’re moving toward the hybrid model or maybe even back to some semblance of an in-person model over the next few months.  And whereas there are challenges with that change, one of the big benefits of this movement is that we regain some of our lost motivation.  For some of us, the informal and formal interaction, the human touch, the encounters with folks in a 3-dimensional kind of personal way is a motivating factor.

It’s one thing to have those ZOOM calls; it’s one thing to have those e-mails and texts and phone calls going back and forth. But for many of us, it’s a better thing to be with other people.  It’s a better thing to form relationships with others.  It’s easier to feel a part of something, and not so isolated from everything.  It’s easier to be motivated instead of having to constantly motivate ourselves.  And for many of us, that motivation comes from being with other people, even if what we’re doing is the business aspect of life.

I know there will be a lot of challenges as we transition back into more in-person activities.  But also realize that the challenges we’ll face will also come with the joys of getting back in touch with co-workers and customers alike.

Regain your lost motivation.

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