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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

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

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Need Telephone Troubleshooting Tips? Here You Go! – 9/13/16

Posted on September 13, 2016 in Customer Service Tip of the Week Please leave a comment


I received a request for help from an Information Technology call center representative. She wanted to better herself, but she had no access to corporate training. However, she clearly knew her needs – she had difficulty troubleshooting issues on the phone with customers.

She was communicating purely verbally – no written instructions for the user, no body language to read or convey. The representative sometimes got lost in the details of the issue, so it’s hard to help a novice user if the representative herself has difficulty keeping all the facts clear and top-of-mind. Also, the representative wasn’t always certain where the user was on the system versus where the representative expected the user to be during the resolution process.

So the representative wanted guidance – what were specific, tactical things she could do to better resolve issues on the phone? Here are some thoughts – although they’re written through the I.T. lens, they apply to any telephone troubleshooting situation:

  • Tell the customer that you’re going to ask several questions, and note why you’re asking (i.e., the better you can specifically know the issue and cause, the better you can give them the right solution).
  • Be patient with the customer – they probably are frustrated and may be overwhelmed.
  • Avoid acronyms and “tech terms” – the customers are probably not as knowledgeable as you.
  • Get to the root cause before you get to the solution. That way you can address it the first time without backtracking through resolution steps to alternative solutions.
  • If you get lost in the details, draw a picture of the issue and resolution process on a piece of paper (almost like a flow chart) while talking with the customer. That way, you don’t have to rely on your memory; you can see everything on one page. Possibly have standard bubbles on the paper that address key points including: hardware system, application/software, timing (time of day, day of week), frequency (first time or recurring), system messages, key issue occurring, etc.
  • If you have trouble explaining to the customer how to troubleshoot, walk them through the typical flow on your paper. Then, after each question or step they complete, confirm with the customer that they understand. Never go to Step 5 until you’re certain they’re done with Step 4 and you know where they are after Step 4.

Review these quick telephone troubleshooting tips, and tailor them to make the issue resolution process better for you and your customers.

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Strategize on Sinking Your Competition – 3/8/16 TOW

Posted on March 8, 2016 in Customer Service Tip of the Week Please leave a comment


If you could change one thing about your competitor’s customer experience that would make them fold, what would you change? Literally think of specific customer service situations that could occur that could hurt another company’s business.

To spur your thoughts, think about a key competitor of yours. Now here are some suggestions to consider:

  • Ensure your competitor doesn’t respond to e-mails.
  • Make sure there is conflicting information on the website, at the storefront, in customer forms, and provided on the phone.
  • Miss deadlines.
  • Ensure your competitor’s customers wait for long periods of time without telling them the length of the wait or explaining the reason for the delay.
  • Have staff argue with each other in front of customers.
  • Avoid greeting customers when they come in, never smile during the encounter, and don’t thank them at the end.
  • Make sure your competitor’s employees never apologize or say “I’m sorry” for an issue.

Am I suggesting these because I want you to subvert the success of your competitor?

No, I’m suggesting these scenarios (and whatever other scenarios you come up with) because they are the same reasons why customers could leave your business. Or even if you’re in a government organization, these are the reasons why the customer will call to complain or post hateful diatribes on social media.

Take a minute to be subversive. Brainstorm on how to bring down the customer experience of others. Then, use that brainstorming information to evaluate your own organization. Ensure you plug the leaks in an otherwise strong customer experience so that your company’s customer service doesn’t drive customers away.

Strategize on Sinking Your Competition.

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Emotions Take Energy – 3/1/16 TOW

Posted on March 1, 2016 in Customer Service Tip of the Week Please leave a comment


Are you ever been exhausted at the end of a day? How about the end of a conversation with a co-worker? Are you worn out by a tough talk with a difficult customer? Maybe the effort you put into the day, the stubbornness of a co-worker, or the attitude of the customer just wore you down. Or – just maybe – your own emotions that bubbled up are what wore you down.

Ever wonder why pro golfers are noted as being so steady, so calm? Some of that is because it helps them to focus on the immediate task at hand – the next putt, the next drive, visualizing the next shot. They can’t have the quality of what they’re about to do negatively impacted by what they just did (even if it was a good shot). But they also are walking and swinging for 4 hours straight, and they need to have strong energy of body and mind on the 18th hole just like they did on the 1st hole.

Emotions take energy.

When we teach classes on how to defuse the upset customer or co-worker, we talk about letting the other person vent – let them blow off steam. Once they’re given time to vocalize their concerns, many naturally settle down. Why? Because they’re tired – they just expended a lot of energy through their emotional outpouring.

So there are two lessons to learn here – First, realize that when you expend emotions when engaging others, it’s going to take some of your energy. Emotions are wonderful things when channeled for good, so ensure that you’re saving that emotional energy for times when you want to celebrate and do for others or pat yourself on the back. Try not to let yourself get so emotionally involved in things that don’t deserve your energy. Focus on the task, the details, the next steps – convey you care without carrying emotions into everything you do.

Second, use the knowledge of the emotions-energy link during tough customer and co-worker conversations. Realize that allowing the other to vent helps to wear out the other and bring their emotions down. Conserve your energy as they expend theirs; then you can work from a lower key and more objective position to start resolving issues.

On those low energy days and during those tough talks, remember that Emotions Take Energy.

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