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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

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

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When They Want the Supervisor – 1/27/26

Posted on January 27, 2026 in Customer Service Tip of the Week Please leave a comment

Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to go up the ladder.

Different organizations have different protocols for handling these situations, and they often involve wanting you to handle this on your own – to do whatever you can to avoid the escalation.

But sometimes, despite your best efforts (or the customer just being obstinate), you have no choice.  Now let me throw in a wrinkle.  Your supervisor’s not available at that moment.  What do you do?

No Supervisor?  No Problem

First, explain the issue with the supervisor availability, offer some empathy with your not being able to give them the exact person they want to talk to at that moment.  But let them know you want to do the best you can to help them.

Second, if you haven’t done so already, clarify the rationale for the request.  What is their issue?  What is their goal?

Third, confirm your understanding of what they’ve shared.

Finally, share an alternative…or two!  Offer another party that they could speak with; offer to have the supervisor contact them back at a time when the customer is likely to be available.

Why Use this Process

This process helps you defuse the situation, which could get even worse once they realize the supervisor is not available.  You get the details you need to pass on to whomever is going to address this next.  You provide some empathy and understanding so that they know they’re being heard and that the information they’re giving you won’t have to be repeated to the person they talk to next. 

Then, by coming up with an alternative or two to consider, you’re actually putting the choice in their hands.  You’re giving them some control.  Yes, that can be risky, but you’re giving them control over a decision where you have provided options that you know are doable.

When they want the unavailable supervisor: Defuse, get details, empathize, and give them some control.

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Don’t Create the Second Complaint – 12/2/25

Posted on December 2, 2025 in Customer Service Tip of the Week Please leave a comment

Maria was upset.  Rightfully so.  The product delivery was delayed, she couldn’t get anybody on the phone, and nobody would reply to her e-mails.  So, she went down to the store, and she found a customer service representative.

After the initial greeting, the employee listened to Maria’s complaint.  While Maria told her story, the employee stood there…with a blank face.  There was some eye contact, but otherwise there was basically nothing.  No nodding.  No furrowing of the brow.  No outward signs of inward empathy.

Maria wasn’t getting any reaction, so she just kept talking, although she felt like she was talking to a brick wall.  Eventually Maria stopped, paused, and the employee asked to see her purchase receipt.

Maria’s frustration transitioned from the delayed product and the lack of responsiveness to the situation she was facing at this point – an employee who had not been trained on…how to engage someone who was upset…how to use her body language to convey a little empathy…how to note some understanding and communicate effectively.

Although Maria thought she went to the store solely to get some resolution to her issue, she soon realized what else she wanted.  She wanted to be heard.  She wanted to be understood.  She wanted somebody to convey that they cared.

When you’re dealing with a customer who is upset or frustrated, understand that – for most of them – it’s not just about the issue.  It’s about how they perceive your organization feels about them based on that negative experience.  The situation makes them think that the company doesn’t care, but how you engage them about the situation can convey that the company really does care.

Engage the person when you’re dealing with their issue.  Use your body language and expressions to show you care about them individually, even if the issue with their product or service may have given them the opposite impression.

Avoid giving them an additional reason to complain.

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Address the Expectations that Were Set – 8/26/25

Posted on August 26, 2025 in Customer Service Tip of the Week Please leave a comment

Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed to them as they began using the services provided by Marco’s company.

All those communications, all that information set an expectation in the caller’s mind.  Now it was up to Marco to respond to the complaint, the comment, the momentary confusion of the customer.  That complaint, comment, confusion were the result of expectations set through all those communications, and expectations not met through the actual service delivered.

For Marco to best handle the situation, he had to know the content of the marketing collateral, the sales conversation, the website onboarding information, and the information e-mailed to new customers.

It’s hard enough dealing with somebody who’s angry or they’re upset, they’re confused or flummoxed, or they’re seeking clarification or confirmation of information. It’s doubly difficult if you don’t know what precipitated all of those emotions and questions.

Luckily, Marco was well-aware of the communications customers receive, and the company is good enough to provide information between the different divisions so everybody can stay aware of the freshest set of information that goes in front of customers.

While being great at customer service often requires us to be great in that Moment of Truth, sometimes the success of those conversations is based on what happens before that customer engagement.

It’s when individual staff like Marco take time during downtime (or they allocate a little bit of time every day) to make sure they understand what’s being communicated to customers and what kind of questions, concerns, complaints can be driven from that information, and how that information and the expectations it sets differ from reality.

To best meet customer expectations, study the information and communication tools that create customer expectations.

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