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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

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

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Decide Who’s Driving the Bus – 1/10/23

Posted on January 10, 2023 in Customer Service Tip of the Week Please leave a comment

I once heard a speech titled: Who’s driving the bus?

I knew the speaker beforehand, so that made his talk extra special.  It was funny and relatable and held many words of wisdom.  The crux of the speech was that every one of us has our own facets, our own unique characteristics.  And in different situations, sometimes it’s better for certain of our characteristics to drive our behavior, our attitudes and actions, and other parts of our personality to take a seat further back in the bus.

Sometimes it’s good if we are action-oriented.  Other times, it’s better if we sit and listen, observing the situation. Sometimes it’s preferable to be a team member, and other times it’s preferable to take charge in those emergency situations and direct others in how they can help.

We all have varied skills and attributes that can come to the forefront, but the speaker’s point was that we need to be intentional about which of those attributes takes the reins in a given situation.

Be Situationally Agile

That’s especially true for us in customer service, yet being situationally agile is one of the more challenging skills to hone.  When we reflect on an encounter after it occurs, we often know what would have been the best thing to have said or the best approach to have taken, but in the moment – that’s where we’re often challenged.  In the moment, we need to clearly think “How should I handle this situation?” instead of just jumping in like a reflex.

Take Stock of Your Talents

This requires that you understand your talents and your abilities.  When needed, can you be a great listener?  Can you take the lead and direct professionally?  Can you advise like a consultant, or sell when it’s in the best interest of everyone for you to do so?  Can you calm a situation?  Can you play facilitator to gather in all the ideas?  Can you confidently and convincingly convey your own ideas?

Take a moment now, and simply write down the list of your talents and your abilities.  Focus on your communication skills.  Be very clear on your capabilities so that you can be more intentional about making the right version of yourself the bus driver at the right time.

Decide who’s driving the bus.

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Open Minds and Ornery Customers – 12/13/22

Posted on December 13, 2022 in Customer Service Tip of the Week Please leave a comment

We all have to deal with some crazy customers, at times.  They might be loud or sad.  Flighty or mad.  They may have unrealistic expectations or think it’s OK to skip past people in line because their need must be more important than the others.  Some are rude, some are disrespectful, and some just flat don’t know how to communicate politely or professionally.  So, it’s understandable why our emotions are triggered, and we can reflect their ornery nature if we’re not careful.

One way to deal with the ornery customer is to have an open mind.  I’m not suggesting that we capitulate to their concern.

Rather, we need our mind to be open to finding new ways to navigate the conversation.  New ways to get to resolution.  New ways to close a conversation.

I’m not talking technique, per se, about how to handle the angry customer.  We’ve dealt with that many times in these tips.  Instead, I’m talking about how we handle ourselves intellectually in a conversation that has the potential to go down the tubes emotionally.

Openness is about allowing the new, the creative, the different, the atypical path forward.  What people can you involve in the conversation or direct the customer to in order to move forward?  What process can you begin that can make the conversation more productive?  Is there an action you can take in front of the customer – right then – to show that you’re in it with them?  Is there an action you can have them do at that moment so they feel like progress has started (and to distract them a little)?  Is there a way to end the conversation with your promise of a follow-up call, e-mail, or text by the end of the day?

When you’re dealing with the ornery customer, you have to deal with the emotions.  But if we keep an open mind about the possible solutions for the situation, maybe that emotion won’t dominate our reaction.  Maybe we can more quickly close the conversation and move to the next step.

Keep an open mind with the ornery customer.

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Apply These Values for Great Customer Service – 12/6/22

Posted on December 6, 2022 in Customer Service Tip of the Week Please leave a comment

One of the industries where we do a lot of our work is local government.  These CSS clients are not necessarily selling a product or having the number of competitors that a lot of our private industry clients and our sports clients face.  But they need to deliver a great customer experience.  They need to excel at customer service.  They need to have core values that everybody can live.

The core values of a local government entity can often tie-in really nicely with any type of business.  Think about these example core values and how they can apply to your organization:

Trustworthy.  Can your customers trust what you’re saying?  Have the expectations you’ve set in the past been met by reality?  Or have the promises of sales not been able to be delivered by operations and customer service?  Make sure your operations can deliver on what is promised.

Clear. Sometimes confusion can lead to complaints.  Because where there’s confusion, customers and employees can more easily do something wrong or miss a step.  Where there is lack of clarity, sometimes two people can have very different expectations.  Are your communications clear – simple, specific, repeated, and documented?

Timely.  This is a nebulous word when it comes to customer service.  What one person thinks is timely may not be the same as another.  So, it’s important to define timely expectations for the customer, or ask what their definition of timeliness is, and – if unrealistic – redefine that to a reasonable expectation.

Open. Since local governments are typically funded by tax dollars and fees, transparency and openness are an expectation.  So, when you think about your business, is there information that is hidden from the customer because of fear of the reaction or how it might affect their decision?  Has that hiding of information – or at least not sharing of information – ever come back to bite the company in the end?  Make sure we’re open up front, so the customer doesn’t get the unnecessary surprise on the back end.

Learn a few lessons from our local government clients.  Make sure your customer service is trustworthy, clear, timely, and open.

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