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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

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Be Supportive, Not Defensive – 10/7/25

Posted on October 7, 2025 in Customer Service Tip of the Week Please leave a comment

[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  We wouldn’t have half the problems that we do if it wasn’t for Bob.

We have probably all worked with a Bob.  He’s that co-worker who causes of fires that we find ourselves fighting.  Maybe he’s the salesperson that made expectations that operations or customer service know cannot be delivered.  Maybe he’s somebody with the best intentions but communicates them in a way that creates issues for others.  But we don’t want to throw Bob under the proverbial bus.

On the other hand, Bob may be an outstanding employee!  Maybe the customer is totally in the wrong, so it’s understandable that we could be defensive because Bob is unjustly being chastised by the customer in their conversation with you.

Whether the customer complaint is justified or not, that co-worker is as much a part of the organization as you are, so how can we be supportive without being defensive?

Avoiding Defensiveness

One way to address this is to keep in mind that defensiveness is often exhibited through our emotions.  To avoid being defensive, keep the emotions down, keep the tone a little more calm and steady, be intentional about your body language, trying not to raise the temperature with the customer.

Being Supportive

Don’t feel like you have to argue on your co-worker’s behalf in order to be supportive.  Sometimes the best thing to do is to convey what you know and don’t know, note your experience or lack thereof in the situation or with your co-worker, and transition the conversation away from your co-worker and back toward the issue and possible resolution.  Talking to the customer:

I wasn’t in that conversation, so I can’t speak specifically to what Bob said, but I’m sorry you had to deal with it, and I want to help you find a resolution.

I’ve known Bob 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 resolve this for you.

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.

Don’t agree with the customer that Bob was at fault; stay composed; let them know if the situation isn’t typical, and move toward a resolution.

Be Supportive, Not Defensive.

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Avoid Some Stress by Addressing Issues Quickly – 7/15/25

Posted on July 15, 2025 in Customer Service Tip of the Week Please leave a comment

It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution.

But this tip is not about them.  This tip is about you.

The more an issue drags on, the more likely the customer is going to call you back, e-mail your co-worker, try to get your boss on the phone.  It’s extra touch points.  Maybe they are just trying to get an update, or maybe they don’t realize that it’s on your To Do List already, or maybe they’re wanting to light a fire by bringing your colleagues into the matter.

Whatever the rationale behind their extra communications, it’s causing you more work, and it could be increasing pressure and stress from inside your organization.

When issues are still open, when they still are not resolved, they are part of your backlog.  They’re part of the things that you need to address.  They become one of those things you have to organize and manage, one of the many actions that you need to track and take.

So, the more open items there are, the more you have to manage, the better organized you have to be, and the more opportunity there is for something to fall through the cracks.

Stress is an emotion that we feel; it’s reflective of pressure that we’re under.  And while stress is a reality of life that we all have to deal with, there are opportunities for us to operate in such a way that we can avoid the causes of some of the stress.

One way to do that is to try to address issues on the spot.  Try to resolve complaints as quickly as possible.  It’s not just great service to the customer, but it’s a good way to serve yourself.

Avoid some stress by addressing issues quickly.

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Better Customer Service through Better Teamwork – 7/8/25

Posted on July 8, 2025 in Customer Service Tip of the Week Please leave a comment

We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a great handoff look like?

When one division or one person hands off the ball (a need, request, issue) to someone else, the handoff includes details about the customer, the situation, and contact information on the customer.  If anything has been done or next steps have been communicated to the customer, the handoff communication conveys that information, as well.

In addition, one great thing to see in internal handoffs is the message that the employee who is the recipient of the ball conveys back to his or her co-worker:

  • Got it!  We’re reaching out to them this afternoon.
  • Thank you!  We’re going to have one of our account reps call them back within the hour.
  • We’re familiar with this customer and their situation.  This additional information helps.  We’re on it!

 
And next-level internal communications even involve the recipient of the handoff closing the loop with their co-worker after there’s resolution:

  • Just sending you a quick message to let you know we were able to resolve that issue with Mr. Smith.  Thanks for the heads up!
  • We got in touch with Mrs. Jones late yesterday and answered her questions.  Just keeping you in the loop.
  • Had a great talk with the customer that you referred to us yesterday.  We have a game plan moving forward.  Thanks for the quick call and request for support!

 
Customer service is not always about how one employee handles one customer.  It’s often about how a team works together – professionally and positively in a responsive manner – on behalf of that customer.

Be a great teammate to provide great customer service.

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