customer experience | Customer Service Solutions, Inc. - Page 19

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

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


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 Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Don’t Hurry…Be Quick – 9/17/24

Posted on in Customer Service Tip of the Week Please leave a comment

No, this is not a take off on the Bobby McFerrin song:  Don’t Worry Be Happy.

It’s actually a take off on the John Wooden quote:  Be quick, but don’t hurry.

When I read Wooden’s book with this title, I liked the concept, and not just because John Wooden was a great basketball coach and – apparently – a great person. With his UCLA Bruins college basketball teams, he had success that has never been rivaled – having won 10 NCAA tournament championships.  And that is not a typo – 10!

Wooden said that if you’re in a hurry, you make mistakes.  He doesn’t want mistakes.  He wants achievement.

In order to be quick, it helps tremendously to know what to do.  You can achieve more if you’re quick, efficient, with little wasted motion or effort.

I guess that a less creative way to say “Be quick, but don’t hurry” is to say: You can achieve more the more you know, and the fewer mistakes you make.

Never lose sight of the fact that hurrying through things can hurt the quality of your customer service.  Rushing conversations, speeding through forms and documents without reviewing, avoiding a QA check because “I’ve done this 1000 times,” or skipping a few process steps – these all can result in mistakes, in issues, in rework, in complaints.

And never forget that the more you invest in your knowledge of people, processes, systems, policies, and places, the better equipped you are to handle things right the first time, and usually with less help.

Look at your job through the eyes of a master teacher – Be quick, but don’t hurry.

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4 Actions for the Customer – 9/10/24

Posted on in Customer Service Tip of the Week Please leave a comment

One way to look at the difference between proactive and reactive is that proactive is something that’s often done before it absolutely has to be done.  Maybe it’s something done that really doesn’t have to occur, but your professionalism takes over, and some action or communication that you know in your gut should be performed is performed.  Reactive is an after-the-fact action.  You’re in that tennis match, and somebody just hit a volley over the net, so now the ball’s in your court.

In customer service, oftentimes we have advanced knowledge of what could happen, or we know before the customer what did happen.  And the difference between proactive and reactive in this case is that we are initiating contact with the customer or on behalf of the customer when we’re being proactive.  When being reactive, we rarely act on that advanced knowledge, and therefore find ourselves reacting when the customer learns of the issue in some other way than hearing it from us.

With proactive communications, we’re more in control because we’re initiating the engagement.  With reactive communications, we’re often dealing with the emotions of somebody else and are unprepared emotionally or informationally.

Let’s assume that it’s usually better to be proactive than reactive; so, here are 4 actions to consider if you want to be more proactive:

Give the Update: Let the customer know if there’s going to be a delay, if things are on track, what next steps they need to consider.  Keep them in the loop without them having to ask for an update.

Follow-Up: After a purchase or a request is filled or an issue is resolved, touch base with the customer to ensure they got the need met and they’re satisfied with the result.

Suggest Something Beneficial: If you know the customer and their needs well, recommend a product or service that might be helpful to them.  Selling is not a bad word in customer service if what you’re suggesting benefits the customer.

Remind about Maintenance: If they need to update their account information, download a mobile app, do routine maintenance on a car, or fill out some paperwork, give them a friendly reminder so that they’re not in a situation where they miss a deadline or are dealing with something out-of-date.

To do something with tangible benefits for the customer, take these four actions.

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Don’t Kick the Problem Down the Road – 9/3/24

Posted on in Customer Service Tip of the Week Please leave a comment

The error was obvious.  Shania is a clerk at a local government office, and she could tell that something was wrong with the permit request.  She was about to reject the request because the address was invalid.

If this would have been handled like the normal process, Shania would have marked the request as rejected, and the resident would receive an e-mail within the next week that was automatically generated from the system.

The message would simply say that the request had been rejected and for the resident to contact the local permitting office.

Pause to Find the Cause

But instead of doing what’s normally done, Shania made a little extra effort.  She decided to do a little investigation.  She found out that the resident had submitted the request by filling out a form, and that one of Shania’s co-workers entered the information into the permit request system.  What the resident wrote down and what was keyed into the system were different.  The co-worker had made a keying error.

Shania updated the information in the system, so the permit was officially completed correctly and was allowed to continue through the review process.

Consider the Impact Beyond the Moment

Shania’s simple act of patience, this simple investigation, this simple questioning why somebody would have put in an invalid address – these actions avoided a lot of issues.  The resident didn’t have to wait a week for a rejection notice that they would have to follow-up on and address.  A co-worker wouldn’t have been brought under scrutiny by an angry customer for the error.  The delay in the permit process for the customer would not happen. Additional work for the team to reprocess the request would not have to happen.

By being patient, asking herself a couple key questions based on her experience, and discerning what would be the best approach overall rather than what would be most expedient in the moment – these actions resulted in a better customer experience and time saved for her team.

Pause to find the cause, instead of simply kicking the problem down the road.

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