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Change on the Fly - 5/30/23


Situational service requires some advanced engagement skills.  It involves seeing each situation independent of any others, reading the moment, and changing on the fly to create the best possible customer experience and outcomes.  So, what are some keys to situational service?  Keep these guiding principles in mind: Start Open-minded: When Read more

Try an Empathy Exercise - 5/23/23


We often note that empathy is the most important quality to have in order to be great at customer service.  Empathy enables you to view people uniquely.  It helps the customer not to feel like just a number.  And the more we can view people as individuals, the better Read more

Time is of the Essence - 5/16/23


Time is precious.  There’s no time like the present.  Your time is valuable.  Timing is everything.  Children spell “love,” T-I-M-E. There are many great quotes that reference time.  And part of the reason is that time can be considered somewhat finite; at least within the day, it’s a limited resource.  Read more

Perpetuate Positivity with the Customer - 5/9/23


We’ve written many Tips on how to deal with various negative customer emotions.  Those emotions could reflect anger, fear of the unknown, upset, anxiety, or nervousness.  But instead of talking today about how to deal with their negative emotions, let’s talk about how to engender some positive emotions. We want Read more

Are You in a Position? - 5/2/23


Last week’s Tip compared Perspectives and Positions, and we noted that when people have a perspective on a given topic or issue, that’s often useful.  However, when people are more focused on their position, things can get testy. One topic we didn’t fully address last week was the definition of Read more

De-escalating Conflict in Customer Service - 4/25/23


Conflict can be very healthy and productive.  You and your customer are taking different perspectives, but if you have the same goal and you focus on what you’re trying to accomplish, the different perspectives may lead to an interesting approach or a mutually-beneficial solution. If the decision was up to Read more

Why a Home Run Swing Whiffs - 4/18/23


ACME Tree Service showed up at Nancy’s house to provide an estimate for trimming some trees.  The sales consultant looked at the trees and their proximity to the house, and he quickly wrote up a bid.  Heavy trimming on 9 trees.  Heavy price tag.  It was a quick conversation Read more

Communicate Crisply - 4/11/23


I try to make these tips around 300 words, but oftentimes I’m North of 400.  I work hard to pare down the words because I don’t want one or two core points being lost in a barrage of verbosity. Phrases like lost in a barrage of verbosity are the things Read more

Improve Co-worker Rapport to Improve the Customer Experience - 4/4/23


The movers were packing up the house.  It was a stressful time for Janine.  She was having to move her aging parents to a new city in a new State to help care for them.  The parents were leaving behind friends and a community where they’d lived for most Read more

G.A.B. – The Survey Guiding Principles - 3/28/23


You’re excited!  The company has okayed your conducting a survey, and you immediately think of a half dozen questions you want to ask every customer.  You document your questions, get input from others, and all of a sudden you have a Word document with 36 questions instead of 6.  Read more

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Defend without Being Defensive – 7/8/14 TOW

Posted on July 8, 2014 in Customer Service Tip of the Week Please leave a comment


The customer is not always right. Sometimes they’re flat out wrong. Your co-workers aren’t perfect. Sometimes they don’t return the call, or they’re rude, or they provide misinformation, or they set unrealistic expectations. People make mistakes.

When apologizing to the customer, you sometimes have to say “I’m sorry” or “I apologize,” but those words are hard to come by when that customer is wrong. Those words are difficult to share when they’re criticizing your co-worker.

At the same time that you’re trying to defuse that irate customer, we suggest that you do two things that can seemingly be in conflict: Support your co-workers, and don’t get defensive.

So how do you defend without getting defensive?

Think of defensiveness as having an emotional quality, where you’re trying to protect the co-worker or company, maybe you’re trying to deflect blame from yourself. While these are all natural things to want to do, when you bring your emotion into the conversation, you begin to lose one of the key tenets of successfully dealing with an irate customer – pull emotion out of these conversations.

Therefore, when defending others, do it without emotion, without the tone and body language and words that can raise the temperature of a conversation.

Now you may want to ask why we should “defend” in the first place. Won’t that start an argument? Won’t that make them more irate?

Well it could if done incorrectly, and there’s a fine line we’re walking. The reason to occasionally defend is this: If you allow incorrect conclusions to be solidified in the customer’s mind, then that will affect that customer’s loyalty, that customer’s word-of-mouth, and that customer’s attitude in future interactions with your business.

And while I’m not suggesting you correct every customer misstatement (since that surely will backfire), if they say that Chris – your co-worker – did something that he’d never do (yelled at the customer or advised the customer to do something that’s obviously against policy), you want to support your co-worker. Consider these phrases:

  • I wasn’t in that conversation, so I can’t speak specifically to what was Chris said, but I’m sorry you had to deal with it, and I want to help you find a resolution.
  • I’ve known Chris for years, and I’ll definitely talk with him since that’s not the experiences his customers typically have, and I’m very sorry about what happened in your case. Let’s discuss how we can best resolve this moving forward.
  • That’s not how we typically do things around here, so I’m very sorry about the situation. I’ll definitely share your concerns internally after our call, and right now I want to make sure we can get this situation addressed immediately.

The commonality in these statements is that we don’t agree with the customer that our co-worker was at fault, we stay composed, we let them know that the situation isn’t typical, and we transition the conversation to a resolution.

When dealing with the irate customer, learn to defend without being defensive.


An Interesting Tip about Amazing Service – 5/13/14 TOW

Posted on May 13, 2014 in Customer Service Tip of the Week Please leave a comment


I listen to a sports talk show periodically, and the host has an interesting habit. He is always making statements such as “It’s really interesting that…” or “What’s amazing is that…” He will then follow-up that statement with an observation or conclusion that he wants you to find interesting, too – so you’ll keep listening.

Sometimes the conclusions aren’t the most interesting such as ‘What’s really amazing is that. . .when I watch the paint dry. . .it actually. . .dries!” Wow?

But there are three extremely useful tips that we can learn from this radio personality. First, the words you use matter – often tremendously. Our goal in customer service includes imparting a feeling to the customer or co-worker that we care for them, that they are valued, and that they are important. And our words impact their perception of whether we care.

Think about a situation where you’re a banker listening to a customer describe their need: “I am looking for a way to open my own jewelry making business using repurposed items like old necklaces, broken bracelets, etc. But I need some capital to acquire tools and develop a website.”

You could respond “We offer loans,” or you could respond “Wow! That’s a really interesting concept; what a great idea to use old jewelry to make attractive, new items to sell! And we definitely have funded many creative companies like yours.”

In both cases you might provide the loan, but which response will more quickly establish a rapport and increase the likelihood of the customer wanting to go with your bank?

What about the patient in the physician’s practice that notices a spill that nobody cleaned up? You could respond “We’ll take care of that,” or you could respond “Thanks so much for bringing that to my attention. That helps a lot – we don’t want anyone stepping in it or slipping. I REALLY appreciate it.”

Which response better conveys how much you value them and what they’ve done?

Second, avoid a tone that wreaks of sarcasm or indifference – offer a sense of sincerity with your tone. And third, avoid the hyperbolic statement such as: “Thank goodness you told me about the spill! Someone could have died! You just saved a life!”

Remember that the sincere interjection of some key words (interesting, amazing, appreciate, thank, sharing, etc.) helps the other person to feel valued, important, and appreciated.

Convey interest with a few amazing words.


Build Up Your Peers to Better the Customer Experience – 8/6/13 TOW

Posted on August 6, 2013 in Customer Service Tip of the Week Please leave a comment

In developing relationships with our clients, rarely are we truly alone. Maybe for an instant or an interaction it’s just us and the customer. But if we look longer term (a patient stay in a hospital, an account holder for a sports team, a client for a bank, a taxpayer for a municipality), those customer relationships involve many employees working together for that customer.

And in most organizations, individual good experiences don’t necessarily mean an overall good experience or lasting relationships. Sometimes the difference between Good and Great in the customer experience is driven by the handoffs between the different areas and staff. So this brings up three key questions with some quick tips noted below:

How can we ensure the NEXT employee is prepared to receive the customer prior to the “handoff?”

  • Communicate between different areas of the organization about a customer and the handoff about to take place so the second employee anticipates and looks for the customer
  • Bring specifics into the equation (offer background on the customer to the co-worker) – ensure the next employee can pick up on one fact about the customer so the customer feels that the handoff was made effectively
  • Use names of co-workers when talking with customers about the next step to personalize the discussion and humanize the process
  • Show you care about your fellow staff member in front of the customer; have a pleasant, informal dialogue with your peer so that the environment is positive and professional.

How can we “build up” the NEXT employee in the customer’s mind?

  • Compliment the next staff member in front of the customer; this helps to create rapport and reduce customer anxiety about the process or the person
  • Use descriptive language to describe the next staff member – “they’re energetic, successful, friendly, etc.”
  • Address the credentials or experience of the next employee – “they’ve helped many people in similar situations to yours…they’ve been with us for 5 years…, etc.”

How can we check-in on the customer’s experience with the PRIOR employee?

  • Ask how the process has gone so far – possibly use open-ended questions to gauge their perception of the experience
  • Ask the customer how the interaction went with the prior employee; reinforce any positives they convey; offer empathy for any concerns they voice, and offer to follow-up on any issues, if appropriate.

Moving from a Good to Great customer experience can require employees to set co-workers up for success.

Enable the other employee to succeed to enhance the customer experience.

 


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