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


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 Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate. Wilde’s Read more

How the Customer Perceives a Truth as a Lie - 5/27/25


You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll Read more

Tell Customers What’s Next - 5/20/25


In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes Read more

Questions to Guide You to Empathy - 5/13/25


“If I was him, I would do ABC…” If you’ve ever heard somebody say this - whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster - you may get as frustrated or as annoyed as I do. I get annoyed because we are not that other person. Read more

Negate the Nervousness - 5/6/25


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 Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

Energy v. Apathy - 4/22/25


I asked a couple friends who are much more scientifically-oriented the question: What is energy?  I didn’t mean E=MC2.  I meant physiologically, what is energy? They described a lot of things that sounded really good, yet far too advanced for my non-medical mind. Part of the reason why energy is of Read more

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Connect – The Power of Working Together – 7/11/23

Posted on July 11, 2023 in Customer Service Tip of the Week Please leave a comment

Herman Melville, the American writer/novelist, once said:  We cannot live only for ourselves. A thousand fibers connect us.

One great characteristic of those working in customer service is the fact that we are living and working for others as much or more than for ourselves.  Melville talks about having connections with those others.  A good way for us to look at connecting with others is to see it both from an external connection as well as an internal connection.  

Externally, we could be talking about our customers, the parents of the children we serve, our clients, our season ticket holders, residents in our community.  How do we build relationships with them?

It helps to have common goals so that we know that we are working together towards something.  It helps to build trust – doing what we say we will do – and loyalty.  It helps to be solution-oriented when building relationships, so we can see positive outcomes from our actions together.

Internally, we could think about connecting in terms of collaboration – finding ways to work well with our co-workers and colleagues.  We do this by proactively sharing information – looking at information we have available and asking ourselves:  Who else would benefit from this information or knowledge?  We do it by providing ideas to our co-workers. We do it by offering our support in their efforts or the organization’s efforts to move toward goals.

There is power in connecting in customer service.  With those we serve outside the organization, the power comes through relationship-building, and it results in the building of mutual trust and loyalty as well as better outcomes.

Within an organization, the power comes in a greater sharing of knowledge, freer offering of ideas, and greater acknowledgement when we received those ideas.  It comes in more frequent and more expeditious achievement of organizational goals.

And all along the way, these positive outcomes, this loyalty, this trust, and the sharing of information results in a better place to work, a more cohesive culture, a more positive experience, and a more productive work life.

Intentionally connect with others to tap into the power of working together.

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Help Me Help You – 7/4/23

Posted on July 4, 2023 in Customer Service Tip of the Week Please leave a comment

With all due respect to the movie Jerry Maguire, this tip is not about the life of agents for professional athletes.  It’s about customer service and what it really means to help.

We’ve seen employees wear badges that say “Ask me. I am happy to help!” or “May I help you?” or “How can we help you today?”

But what are we signing up for when we ask these questions or make these statements?  Although the badge conveys our willingness to help and solicits questions from customers, what are we offering to do?

We are offering to provide information, to share our knowledge, to understand their unique needs and guide them toward the right solution.  These actions require a desire to take action on the customer’s behalf, a willingness on our part to continually learn about our role, our services, our organization, and the ability to ask the right questions, matching the need with a solution.

We are offering to overcome obstacles or eliminate roadblocks.  We are there to help them move to a next step or get through their day in a positive way.  We are there to find pathways to Yes rather than roadblocks of No’s.  These actions require a desire to address problems, to think through processes from the customer’s perspective, and to be pleasant in our engagement with others.

Being helpful may seem like a simple concept, but to truly help others, we need to have the desires, the willingness, the knowledge, and the ability to have a positive influence on those that we come in contact with each day.

Make sure that you’re equipped to truly help the customer today.

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Fight Fret with Reassurance – 6/27/23

Posted on June 27, 2023 in Customer Service Tip of the Week Please leave a comment

I bought tickets for this weekend’s event, but they’re not showing up on my app.  I was told we could request a refund, but I don’t see a way to do that online.  I need this fixed by tomorrow.  The information on my bill is wrong, and it says it’s due next week.

The customer is confused or anxious or upset.  There’s an urgency, or there’s a misunderstanding.  The emotions are not positive, and the answer may not be immediately clear.

We need to seek details.  We need to determine alternatives.  But we also need…to reassure.

To reassure is to calm down.  It is to build confidence.  It is to alleviate fears.

If the customer is calm, if they have confidence in a resolution, if they have faith in you instead of fears in the situation, the conversation can end more quickly.  The odds of them wanting to talk to your manager diminish.  The likelihood they’ll question what you say or answer-shop decreases.

So, reassure.  Let them know that you can help, how you can help, how you’ve helped others.  Talk in ways that convey your understanding of them and their situation, your understanding of solutions, next steps, and timelines.  Use the phrases like “we will help you,” and avoid phrases like “I think we can address this.”  Convey your experience, resources, and tools.

The facts and the details of the issue and solution are important to address when the customer is worried.  But it helps to provide reassurance, as well.  It helps to speak with authority and to use words that convey more certainty of actions rather than uncertainty of next steps.  Convey your confidence to build their confidence.  

When the customer frets, provide reassurance.

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