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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

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

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Lift It Up – 9/12/23

Posted on September 12, 2023 in Customer Service Tip of the Week Please leave a comment

I worked with a great client for several years who was in a leadership role in the education industry, and she was the executive champion for a culture-strengthening initiative.  We were the outside firm helping to develop the overall strategy and facilitate the teams addressing the various aspects of the culture.

She often used the phrase Lift It Up.  If there was an important topic, concern, or goal that needed to be known more broadly throughout the organization or brought to the attention of leadership, she would say that we needed to Lift It Up.  If there was a best practice being utilized in one school which could benefit many other schools, she’d say that we needed to Lift It Up.

What it Means to Lift It Up

When you’re making the effort to lift something up, you’re making something a priority.  You’re making an issue or a concern or goal or an opportunity known.  Lifting something up is a positive thing; it’s like you’re recognizing the thing or the people that made that thing work, or that needs to work better.

How to Lift

So, let’s address this from a customer service perspective in a very tangible way, particularly lifting up positives.

Who can you lift up?  You can lift up the co-worker who does something above and beyond.  You can lift up your boss when they’re exhibiting the behaviors of exceptional leadership.  Lift up your customer for bringing something to your attention, doing their part in the process, or being kind and respectful, despite the circumstances.

What can you lift up?  You can lift up best practices of the facility or on a website.  You can note some change that made life easier on staff or on those that you serve.  You lift up examples of documents or posters that remind people of the organizational values or customer service standards.  You can lift up that information received from customers, sharing how that’s helpful.

To whom can you lift it up?  Lift it up to leaders so that they’re aware of excellence on the part of your co-workers or best practices that could be used in other areas of the organization.  Lift it up to your co-workers so that they feel appreciated.  And lift it up to customers for the same reason.

To infuse positivity and best practices in your organization, Lift It Up.

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Communicate Crisply – 4/11/23

Posted on April 11, 2023 in Customer Service Tip of the Week Please leave a comment

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 that might come out of my mouth initially.  But I try to avoid these phrases when sending messages because I want to be clear to the person with whom I’m speaking, so that they can more quickly and easily understand.

Part of how you convey respect in customer service is how you communicate with others, and one often overlooked method of communication is writing.  Our e-mails, in particular, could be more clear, more crisp.

When I say crisp, look at your e-mails sent to co-workers and customers.  Can the key information be gleaned in under 60 seconds?

If not, here are a few quick ways to make your writing crisp:

  • Take out the prepositional phrases. Did I really need to write “to the person with whom I’m speaking” above?
  • Eliminate the acronyms that are going to create follow-up communications requesting clarification.
  • Go for the shorter sentences rather than the long.
  • Use those bullet points.
  • Highlight the 1-2 points that you want them to take away from the message.

 
Be clear, but be a bit of a minimalist.

I naturally use a lot of words when I write, so I have to proof and narrow my initial draft.  Maybe it takes me an extra minute, but out of respect for the customer/co-worker, I try to pare it down so they can quickly and clearly understand what to do next or what I’m trying to convey.

In business writing for customer service, communicate crisply.

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

Posted on April 4, 2023 in Customer Service Tip of the Week Please leave a comment

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 of their lives.  Janine and her sister were doing all of the planning, working through all the logistics, and spending all the time and the efforts and the lack of sleep to make the move happen.

As she was working with the moving company, packing up the house, it would have been easy for Janine to let the burden of the situation overtake her.  But in the moment, there was something that made the packing and the moving experience more pleasant.

Even when she wasn’t talking to the moving team, she was noticing them.  They were talking with each other.  They used respectful tones.  There was smiling and occasional laughter.  They were productive and moved efficiently, but there was still a professionalism and a politeness with how they interacted with each other.

In short, the employees got along with each other.

For Janine, the overall environment in the home was noticeably more upbeat, more energetic, more positive, and more collaborative.  The atmosphere and the experience were much better because the moving team had a rapport with each other.

For organizations that care about the customer, oftentimes they focus the customer experience on their engagement with that individual.  But when more than one employee is involved in a conference call, at an in-person meeting, some kind of video conference, how the staff engage each other also has an effect on the feel of the experience.

Convey the pleasantness, politeness, productivity, and professionalism with your co-workers that we’re all expected to convey with our customers.

Improve Co-worker Rapport to Improve the Customer Experience.

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