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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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Highlight the Hidden Value – 7/1/25

Posted on July 1, 2025 in Customer Service Tip of the Week Please leave a comment

Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive…

“For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also provide free shipping!  AND THAT’S NOT ALL!  You also get this 21st century space age colander.  That’s right!  AND THAT’S NOT ALL!  If you call in the next 90 minutes, we’ll send you a 3-in-1 corkscrew – that also serves as a laser pointer and a flip chart marker!”

That type of marketing works in some cases.  It provides an in-your-face series of incremental reasons to make a purchase.

But what about those behind-the-scenes series of incremental reasons for the customer to keep their business with your company?

Janine had a new HVAC tech come out to her home to do the quarterly maintenance, and she was impressed with how much time he spent working on the equipment.  She had no idea what he was doing, since he was in the crawl space or working at the outdoor unit all the time, but she was really pleased with the time he took!

Kareem was calling about a charge on his credit card statement that didn’t look familiar.  Not only was the price a number that didn’t ring a bell, but the merchant name didn’t seem like a company he had heard of either.  The customer service representative looked on her system, apparently investigated a lot of details about the transaction, and came back to Kareem with a description of the type of purchase, another name for the merchant business, and a course of action for Kareem to take.  Kareem had no idea how the CSR came up with all this information, but he was very pleased!

These are just two real-life examples of how the customer had a great experience.  They had no idea specifically what the employee was doing on their behalf, but the time investment from the employee and the outcome of the work performed made a huge impact on the customer.  Their impression was that they got great customer service.

It wasn’t in your face marketing that made them so pleased, engendered trust, and built loyalty.  It was the effort on behalf of the customer, the time spent, and the clear next step.

Sometimes the actions the customer never sees are the ones that build value the most.

Understand your hidden value and how much repeat customers appreciate it.

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Don’t Harp on the Customer’s Mistake – 6/24/25

Posted on June 24, 2025 in Customer Service Tip of the Week Please leave a comment

Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session the upcoming Friday.

When the make-up day arrived, Seth and Sarah entered the aquatics center, walked up to the receptionist, and asked if Sarah could use one of her make-up classes that day.  The receptionist, Roberta, asked if they had called or e-mailed in advance to confirm Sarah could drop-in for a class, and Seth responded “No.  Was I supposed to?”

While Seth had remembered the fact that make-up classes were offered, he didn’t remember (and didn’t check) the policy that stated parents had to contact the aquatics center first to reserve a spot.  Seth messed up; he was wrong.

Now, many employees may roll their eyes, say something under their breath, or simply say that they couldn’t help because Seth didn’t follow the policy.

Instead, Roberta reaffirmed the policy, said that “unfortunately I can’t guarantee we have an opening today,” but shared “I hope there is space available.  Let me check.”  Roberta smiled, was hopeful, but didn’t make any promises.  She didn’t criticize the customer.  She just educated the customer, empathized, and excused herself to go check with the instructor about availability.

Seth turned to Sarah, smiled and said “let’s cross our fingers!”

A couple minutes later, Roberta returned and was excited to tell Seth and Sarah “Yes!  We have a spot for you today!”

Sometimes the customer is wrong.  But that doesn’t mean our attitude needs to go negative.  Sometimes we can correct the customer, and do it so professionally that the customer is understanding and hopeful, not frustrated and angry.

Don’t let a customer error create your own customer service error.

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Negate the Nervousness – 5/6/25

Posted on May 6, 2025 in Customer Service Tip of the Week Please leave a comment

The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in the process, and he didn’t know if he’d get a loan.  If the loan was approved, he was uncertain of the amount of funding he’d receive, the interest rate, by when/how he’d have to pay it back.

Then he met Marguerite.  She was the banker, and she didn’t know the customer, didn’t know the needs, didn’t know whether she could address the needs.  But Marguerite had her act together.  What she DID know was her approach to engaging a customer that walked through the doors.  She knew her paperwork, her policies, her procedures.

Marguerite understood – that despite dealing with data, facts, figures, money – she was also dealing with a human being.  She was also dealing with his emotions, and she could see the emotions – a mixture of anxiety and hope – written on his face.  She was also dealing with the understanding that – handled effectively – she could be starting a business relationship between the customer and the bank that could last a lifetime.

We’ve Been There, Done That – But the Customer Hasn’t

With new customers, there’s often apprehension.  There’s a fear of the unknown.  There’s uncertainty.  And if we can change the uncertainty to certainty, then we can convey hope, we can build rapport, we can help grow the customer’s confidence.

Marguerite could not convey certainty about the outcome, but she could convey certainty about the process.  She could describe the steps, note what had worked in the past with other clients, and share an attitude of interest, concern, and responsiveness.

Negate the nervousness.  Build customer confidence by creating some certainty.

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