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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

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

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Don’t be the Reactive Representative – 1/21/14 TOW

Posted on January 20, 2014 in Customer Service Tip of the Week Please leave a comment


“But I answered his question…But I wasn’t rude…But I told her the policy…But I rang her up…But I called back.”

These are the responses of a customer service representative who is receiving some criticism or coaching from his boss. The employee’s words are filled with defensiveness, but they are also based on the assumption in the employee’s mind that they delivered solid customer service. If the employee answered the customer’s question, wasn’t rude, stated a policy, completed a transaction, or returned a customer’s call, then didn’t he provide great customer service? Shouldn’t he be immune from any criticism?

No.

The problem is that too many employees define great customer service or serving the customer in this way – “I responded to or reacted to the customer. I didn’t yell or scream. I addressed the facts and policies. I completed the task.”

In reality, these are the lowest expectations of someone in customer service. These are definitions of the bare minimum. These are characteristics of the Reactive Representative. When a customer engages the Reactive Representative, oftentimes the following occur:

  • The employee never moves toward the customer. Because if the customer needed something, the employee feels that the customer would go to the employee.
  • If the employee does move, he moves past the customer, rarely with eye contact. Because the employee is going somewhere, and the employee believes that if the customer needs them, the customer should ask.
  • The greeting never happens. Because the employee is waiting for the customer to say something.
  • There’s dead silence. Because the employee is waiting for the customer to ask the next question.
  • (Positive) Expressions don’t exist. Because the employee is thinking about a task, not about how they’re coming across to the customer.
  • The transaction ends in silence. Because the employee didn’t initiate the thanks.

These are examples of an employee expecting the customer to initiate and carry the conversation, the customer to create a positive tone, and the customer to clearly state their need or issue. These are also all examples of HORRIBLE customer service.

Don’t be the Reactive Representative. Be proactive. Be positive. Be the reason that the customer wants to return.


Be a Telephone Matchmaker – 6/4/13 TOW

Posted on June 4, 2013 in Customer Service Tip of the Week Please leave a comment

Have you ever called a company, and you could just tell the employee was reading a script?

Say this out loud in a flat, MONOTONE voice: Thank you for calling Acme Paper Products. I am thrilled that you have called. Please let me know what I can do to make this a great day for you. I want to be the bright ray of sunshine on the flower of your day. Please let me know what I can do to bring you customer delight.

The employee could say the most wonderful words in the world, but if their voice is flat, with no fluctuation, then what is the employee really conveying? Insincerity? A feeling that “this job would be great if I just didn’t have to deal with customers?” A sense that “I’m stating a script that I’ve stated 100 times before?”

Until people really get to know you, they judge you (and me) based primarily on our tone of voice – particularly on the phone. So whether you’re trying to convey that you want to brighten their day or address their need, make sure you’re aware of how you sound.

There should be some relationship between the tone you use and the feeling you want to impart on the customer. If the words are empathetic (“unfortunately…”), sound that way. If the words show enthusiasm (“I want to help…”), sound that way. If the words convey confidence (“We can definitely…”), sound that way.

Link the tone to the words and the message.

Truly brighten someone’s day.


Zappos Customer Service – Measure to Make it Great

Posted on November 28, 2012 in Business Advice, World of Customer Service Please leave a comment

Want some shoes? Want some great customer service? Many people who answer “yes” to these questions, head to Zappos.com. And although Zappos has a reputation for great customer service, its customer service reputation is not built on hype (although I’m sure there’s some of that) and subjective self-evaluations.

Sustaining great customer service is built on sound business practices, data, decision-making, and a focus on continuous improvement.

In the article A Zappos Lesson in Customer Service Metrics, CRM blogger Ashley Furness details some of the metrics Zappos uses to measure customer service success. Here are four metrics on which a customer service representative’s performance is measured:

  • “Did the agent try twice to make a personal emotional connection?
  • Did they keep the rapport going after the customer responded to their attempt?
  • Did they address unstated needs?
  • Did they provide a “wow experience?”

If you dig deep into why they’re measured, you see that the first three metrics suggest that creating and sustaining a personal connection is important, emotion is important, and being inquisitive is important.

The fourth metric about the “WOW experience” is more difficult to measure. We created a podcast episode on the WOW experience because a WOW experience is not easy to create each time, but it is something that can be somewhat planned. And the WOW experience is also customer-dependent – what might WOW one customer might not WOW the next.

So focus on the first three metrics, and ask yourself, do you create personal connections with customers? Do you sustain them throughout the conversation? Do you see or feel emotion from the customer? And are you asking enough questions to identify and address unstated needs?

Design the WOW, but make sure you consistently deliver on these other keys to customer service success.

Listen to our latest podcast episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/


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