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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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Your Best Ability is… – 5/14/24

Posted on May 14, 2024 in Customer Service Tip of the Week Please leave a comment

I enjoy watching sports, and I’ve even listened to some sports press conferences over the years, just to hear what coaches are saying.  Basically getting the leadership perspective from the sports industry either out of my interest or curiosity, or to figure out how to apply it to the business world.

A pro football coach was discussing some of the injuries that players were dealing with, and he stated: Someone’s best ability is their availability.

I found this interesting, because usually when we talk about the best players, we’re talking about those with the best skills.  But really, the most impactful players are the ones that are on the field, the ones that are able to participate in 80%, 90%, 100% of their team’s plays.  Maybe there are more skilled players on the bench, but because they’re nursing injuries, they may miss weeks of games or may be limited to only a few plays for each game.

In customer service, availability is also huge.  It’s not just a matter of handling that question or the complaint.  It’s a matter of being available to communicate.  Availability is the opportunity to serve.  Availability gives us a better chance of being responsive.  Availability enables us to show our abilities, to show our skills and knowledge.

So how do you make yourself available?

Consider how you can be available via the phone or via e-mail a little bit more.  Consider how to spend less time in meetings to find more time for the customer.  Look at the administrative tasks that you perform, those reports you produce for management, and determine how to spend less time on these to free up more time for the customer.  Find activities you perform that do not affect the customer, and figure out which of these items you could stop doing, reduce time on, or defer to the lighter times of the day or week.

You have tremendous abilities in customer service, communication, and issue resolution.  To be even more impactful, find ways to make availability your BEST ability.

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A Complaint is a Gift – 5/7/24

Posted on May 7, 2024 in Customer Service Tip of the Week Please leave a comment

A complaint is a gift.  Okay, so the complainer is not always a “gift.”  The customer’s delivery of the complaint is sometimes more like a stocking filled with coal than a vase filled with roses.  But this is why we need to be able to differentiate the complaint from the complainer for a moment.

A complaint is feedback; it’s an opportunity to improve.  It’s often an example of something 5 or 50 other customers have experienced, but they did not voice to you.  Companies send out surveys, and many customers don’t respond.  Some customers proactively provide real-time feedback; others will only share when asked, if even then. 

It’s hard to learn from a lack of information.

So, a complaint is a gift because it provides information.  It tells you what the customer experienced, perceived.  It conveys who was involved, what happened or didn’t happen, what experiences didn’t meet expectations, what was too early or too late, what attitudes came across poorly, what products didn’t work, what policies were frustrating, and what processes were clunky or not self-evident.

In the moment, we need to deal with the complaint and the customer.  But to make a complaint a gift, we need to revisit the complaint after the fact and identify what information was gained, what lesson was learned, and how we can apply those learnings moving forward.

Give yourself time to get over any negative emotions from the dust-up with the customer, and then glean what you can from what happened and the customer’s perspective on the experience.  Use the complaint for continuous improvement.

Unpack the complaint to make it a gift.

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Build Your Shield – 3/21/23

Posted on March 21, 2023 in Customer Service Tip of the Week Please leave a comment

When the customer complains or the boss gets upset, when the negativity gets too personal or you get that unprofessional e-mail from the angry client – those are the times when we can feel hurt.  Those are the times when we in customer service roles can feel that physical or emotional or spiritual gut punch.

But there are ways we can build an inner strength to deal with some of this outer negativity.  There are ways we can build our own capabilities to deal with criticism.

Be Self-motivated. Don’t rely on others to motivate you or affect your self-perception.  The more you get your motivation and drive from the inside, the less the feelings and perceptions of others will affect you.

Accept Responsibility for Your Actions. If you accept responsibility for the issues you caused, you can more readily understand the other person’s point of view in those situations.  And when somebody comes after you with accusations that are not your doing, it helps you more objectively receive those comments, knowing they’re not really speaking the truth about you.

Be Proud of What You’ve Accomplished. Know the good that you have done, and keep that good top-of-mind even if a bad tone is coming your way.

Be Tolerant and Respectful of Others. You don’t have to love the other person, you don’t have to agree with their position.  But if your concern is conveying respect and being tolerant of the other individual, it helps you to focus more on treating them as a human (imperfect like we all are) rather than getting immersed in their negativity.

Have Integrity. Do the right thing, even when it’s not the easy thing.  Take solace in knowing that what you’re doing is fair, honest, and true, and you’ll never regret how you addressed the situation.

We can prepare for the difficult moments by building our own shield day-after-day.  This is not a shield to separate us from the complaints or the complainers.  It is something that we can nurture inside of us to strengthen our ability to handle criticism in the moment.

To Build Your Shield, self-motivate, accept responsibility, take pride in your accomplishments, be respectful, and have integrity.

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