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Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

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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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Be the Good Doctor – 6/20/23

Posted on June 20, 2023 in Customer Service Tip of the Week Please leave a comment

Ginny liked the interaction with her doctor.  She enjoyed chatting with him.  Ginny was a grandma, had been dealing with doctors all her life, and some of the interactions and experiences were better than others.

Was this doctor experienced?  Yes.  Was he intelligent?  Yes.  Was he knowledgeable of what she was going through and the potential remedies?  Again, yes.

So, when Ginny talked about why she liked the doctor so much, she could have described those different attributes.  Instead, she described his openness as the reason she enjoyed him so much.  He was as willing to convey what he didn’t yet know as well as what he did know.  He was willing to ask questions to learn more.  He was willing to listen to what Ginny said.

Your customers are often in a similar situation to Ginny when they’re dealing with you.  You are like the doctor.  Compared to the customer, you’re far more knowledgeable about issues, symptoms of problems, remedies.  You’re much more knowledgeable about the options and the pros and cons of each.  You have a lot more experience in dealing with particular situations, as well.

But oftentimes when customers appreciate you, only part of the appreciation results from the quality of the information and guidance you provide.  The rest of what may cause them to appreciate you is how open you are to ask questions, how open you are to admit what you don’t know and what additional information you need.  They may appreciate you because of your willingness to listen and be patient with them, even though you’re 95% certain that you know the best course of action in their situation.

The next time you’re working with a customer and trying to determine the best way to address their issue or goal, convey the openness of Ginny’s physician.

Be the Good Doctor.

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