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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

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

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Sharpen Your Service Delivery – 1/9/24

Posted on January 9, 2024 in Customer Service Tip of the Week Please leave a comment

You work so hard at being responsive and providing high quality information.  You work hard at fixing problems.  But is your delivery…dull?

I’m not saying that it has to be exciting, but let’s think of the word “exciting.”  It means that something’s interesting, has energy, is positive.  Just by its nature, excitement attracts others, usually involves others.

Now let’s define “dull.”  It means that something doesn’t keep interest.  It’s not sharp.  It brings to the mind images of yawns, of boredom, of sleep.  Something that’s dull makes the mind wander.

Are you attracted to something that keeps your interest…or are you attracted to things that don’t?  Do you prefer interactions that engage you…or those that make your mind wander?  Are you more interested in something that has energy…or something that doesn’t?  Do you prefer something with a positive nature…or something that lacks positivity?

For your service to be effective, functionally it needs to fix the problem, respond quickly, and provide accurate and helpful information.  But for your service to be a relationship-builder, it needs to keep the customer’s interest, to engage the customer, to convey energy, and to be put forth in a positive nature.

As a customer service professional, think not only of what you deliver, also consider how your service is received from the customer’s perspective.  Work to keep the customer engaged, to make the interaction interesting, to convey your energy, and to be a positive part of their day.

Identify aspects of your interactions (your way of speaking with or writing to others) and your service processes that are “dull,” and seek to serve in a more engaging manner.

Sharpen your service delivery by keeping customers engaged and interested…in a positive way.

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Make Empathy Your Superpower – 1/2/24

Posted on January 2, 2024 in Customer Service Tip of the Week Please leave a comment

I was facilitating a Service Excellence Training class for a Higher Ed client in the Northeast several years back.  As I was walking through the portions of our technique for defusing the angry customer, I talked about empathy.  I talked about accepting responsibility.

Immediately, one of the hands in the room went up.  The employee said: I would never make statements like you’re suggesting.  Once you start saying you’re sorry or once you start acknowledging their feelings, they’re going to sense that you’re weak.  They’re gonna walk all over you.

I was a little bit taken aback initially, but not because somebody was challenging the technique.  Primarily, I was surprised somebody would consider it a weakness to be empathetic.  Somebody might consider it a weakness to accept responsibility.

I’ve always viewed empathy as a strength.  It’s a higher level of awareness, a higher level of caring for another person.  Being willing to look outside yourself to understand the unique needs and situations of another.  It’s a strength to have emotional awareness of others.  These are strong, positive attributes.

Now, I understand the employee’s point was that if you ‘put down your guard,’ if you acknowledge the other person, they may feel that they can berate you, or get you to do things on their behalf that are against policy, not ethical, or not the acceptable procedure.  But what he was suggesting was to maintain a defensive posture.  To not acknowledge the issue or any company responsibility.

What empathy does is to help the customer feel that you care, and to more quickly move you to a next step.  What lack of empathy does is to create a stalemate, to bog down the conversation, to S-L-O-W progress toward a resolution, and to ramp up the negative emotions.

Use empathy to make the customer feel better, to feel heard and understood.  But use it also because it saves you time, it keeps down emotions, and it moves the conversation along.

Use empathy as a strength.  Make it your superpower.

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Refresh, Rejuvenate, Refocus – 12/19/23

Posted on December 19, 2023 in Customer Service Tip of the Week Please leave a comment

It’s that time of year.  We’re going 100 miles an hour, and holiday time is upon us.  We not only have all the work to do, but we somehow have less time to do it.  We somehow have other things that are of competing interest, and even though those extra To Do’s are often wonderful things, the fact is that we have more to do.  We often have more stress.  We are getting pulled in multiple directions, many of which are not of our own choosing.

Wouldn’t it be great in times like this to just be able to take a break?!  Wouldn’t it be great to just invest in ourselves a little bit?

This is a customer service tip, but as you all know, I highly value folks who are in customer service, and I realize that you spend so much of your days doing things for others, that it’s easy to forget to do things for yourself.

So, let’s all do a brief exercise and see if we can conjure up any ideas that can be good for you, to help you refresh, rejuvenate, refocus.

Just Imagine…

Imagine that you had $200 given to you, but you could only spend it on yourself.  What would you spend it on to refresh yourself mentally, physically, spiritually, intellectually?  What could help you to become a better co-worker, person, or a representative to your clients?  What would refresh, rejuvenate, and refocus you?

What if you found yourself with 2 free hours in your day?  Even just for one day.  But you had to spend those 2 hours only on yourself.  Would you rest?  Would you watch some old shows or movies?  Would you work out or go for a run?  Maybe you would read or do something that stimulates you more than an old episode of Three’s Company.  It’s totally up to you.  What would refresh, rejuvenate, and refocus you?

What if you were told you need to eliminate (or at least spend less time on) 2 tasks or activities that you do most weeks at work?  What are the 2 things you’d eliminate because they provide little value to the company, the co-worker, or the customer?  What tasks would you stop that would actually refresh, rejuvenate, and refocus you?

Invest a little money or time on yourself. Take a couple items off your To Do List. Be intentional to refresh, rejuvenate, and refocus.

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