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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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When You Know More Than They Do – 7/19/22

Posted on July 19, 2022 in Customer Service Tip of the Week Please leave a comment

It was 95 degrees outside.  That’s not too bad when you’re inside and enjoying the air conditioning; but when Rachel’s A/C went out, in came Rachel’s worry.  Luckily, she knew the company to call, and a technician from Acme HVAC (fake name, real company) came out the next morning.

Rachel is not a heating, ventilation, nor air conditioning expert, but she likes to understand the problem before deciding how to get things fixed.

The visit went well, and later that day, Rachel responded to a follow-up e-mail from the home office of Acme HVAC with a positive reply.  She was very happy with the technician.  The tech was an expert in his work and excellent in his communications with Rachel, and there were 3 lessons learned for all of us when we’re in a situation like this – where you know lots more than the customer:

  • Pack Your Patience – Providing short answers to broad customer questions – so you can shorten the conversation – can lead to a customer’s lack of clarity or understanding. The customer doesn’t have your level of knowledge, so if they’re inquisitive, it’s because they want to talk, they want to learn, they want to make an informed decision.  Be patient from the start.
  • Explain in Bite-sized Chunks – Explaining something new to a customer verbally can be difficult for them to clearly comprehend, especially if you’re discussing a process. Most people cannot absorb and understand a series of steps or interrelated topics if you give them everything at once.  Give them Step 1, verify they understand, then go to Step 2.
  • Allow/Encourage Questions – Learning is made easier if the teacher is encouraging conversation. Ask if they have any questions.  Note how you’re happy to answer any questions.  Offer the types of questions that people in similar situations often ask.  Convey a willingness to help them learn.

 
When you know more than the customer, Pack Your Patience, Explain in Bite-sized Chunks, and Allow/encourage questions.

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Investigate for FACTS – 7/12/22

Posted on July 12, 2022 in Customer Service Tip of the Week Please leave a comment

Sometimes the issues that we deal with don’t have an immediate resolution.  There’s unknown information and conflicting stories.  Many individuals are involved, or possibly whoever is involved is not available.  You have to investigate.

For situations where you have to be clear on what occurred, make sure you’re gathering all the pertinent information.  Here’s a quick acronym to help guide your research into the issue – Get the FACTS:

  • Financial Information – The emotions from the customers can often relate to their bottom line; what is coming out of their pocket or already has been taken out? Likewise, the company often uses financial criteria when deciding how to deal with situations.  Make sure you clearly understand what’s going on from a financial angle in the situation.
  • Actions Taken or Untaken – Determine what has been done, or potentially what should have been done but didn’t occur. Knowing what work has been accomplished or what forms were completed helps to understand the situation better.
  • Content of Communications – Understand what the customer communicated to the company, and likewise what employees in the company communicated back. This goes to completeness of information, clarity of communications – and it affects expectations from both parties.
  • Tone of Communications – When emotions are involved, it’s not just because it’s dealing with people’s pocketbooks or because of the particulars of the situation, it’s also because of HOW things are communicated. Try to uncover whether and how tone played a part in this situation.
  • Sequencing – Finally, if things don’t make sense when you’re digging for facts, it may be because there’s not clarity about what happened first, then second, then third. Knowing the timing of the process that has led you to this point will let you know where miscommunications or miscues occurred, where feelings were hurt, and where expectations were set and not met.

 
When you have to investigate an issue, first uncover the FACTS.

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Make it Sincerely Yours – 6/7/22

Posted on June 6, 2022 in Customer Service Tip of the Week Please leave a comment

I’d like to hear more.  I’m sorry about the situation.  Resolving your issue is important to me.  We appreciate your business.  Thank you for bringing this to my attention.

These phrases are generally well-received depending on the situation.  But we want to make sure when we’re speaking to others that we avoid speaking like we’re just reading a script.  Oftentimes, the best word to describe how you should deliver this message is to deliver it Sincerely.

Now, what does sincerely really mean?  How can we be sincere, say something sincerely, and come across with sincerity?

Sincerity conveys that you are speaking the truth.  It suggests that that issue is important to you, that you are truly sorry, that you really do appreciate the customer’s business.

To sincerely convey a message is to impart to the other person that what you’re saying comes from the heart.   It conveys that what you’re saying is genuine – the words and emotions you’re conveying are real.

So it’s about speaking the truth…from the heart.

And sincerity avoids falsehoods, feigned concerns, condescension, or the impression that you are saying one thing but mean something else.

Go beyond the words with a customer, include a sense that you truly believe what you say, and convey you care for the other person and their situation – Make it Sincere.

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