customer experience | Customer Service Solutions, Inc. - Page 59

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

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

Highlight the Hidden Value - 7/1/25


Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive… “For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also Read more

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

Sell the Facts – 4/14/15 TOW

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


If there’s one thing I’ve heard repeatedly throughout the years it’s that MANY customer service people hate to sell. I’ve also heard that great salesmen are great at “servicing” their accounts. Now as “customer service people,” we can all agree that sales people who have a service-focus should perform better. We’re wired to serve, so naturally we’d feel that sales people would benefit from some similar wiring.

But customer service people don’t like to sell. We say: “It’s pushy. It’s product-driven, not people-focused. It’s uncomfortable. It’s me-focused instead of you-focused.”

In many ways those thoughts are correct, but we have to get over those stereotypes about selling and sales people. For customer service people to be the best we can be, we have to learn how to sell.

Think of selling using a different word – persuasion. We are often giving customers options to consider. They can renew their account today or next month. They could take medicine A or medicine B. They could pay online or in-person. They could return an item or get it repaired. They could return this semester or drop out of college.

Often – as service-focused individuals – we want to offer options and provide the facts for their decision, and then we stop.

But in our gut, if we truly care about that customer with us, we often know there’s a better option. We know that customers similar to them preferred a particular alternative. We know that – based on their unique personality, their specific issues, or their personal goals – one way is better than the other.

It’s their decision, but if we really want to provide great customer service, we need to use our skills to persuade them toward what decision may be best for them.

“While there are different times when you could renew, based on your preference for that location, I recommend you renew today to lock in those seats.”

“When we’ve had patients in your situation, they preferred medicine A because there are minimal side effects.”

“When people haven’t dined with us before, we often recommend this dish – it’s our specialty and really gives you a sense of what makes this experience special.”

When you’re serving, don’t be adverse to selling – particularly if selling is simply persuading the customer to make the best decision for them.

When offering options, don’t just state the facts – sell them.

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Let the Customer Define Your Values – 4/7/15 TOW

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Why would I let someone else define my Values? I wouldn’t, and neither should you. So don’t let the title throw you for a loop. Instead, view the statement from a different perspective.

Most organizations which try to be intentional about their Mission and Vision also try to be intentional about their Core Values – those qualities that note what’s important to the organization, how their people work together, and how personnel relate to each other and those they serve.

A company could have Core Values such as entrepreneurship, teamwork, respect, responsiveness, openness, and customer-focus. To really live those Values, they need to ensure that the customer experience incorporates many of their Values.

What I’m suggesting is that the organization doesn’t ONLY get employees together to design the experience around those Values. In addition to that part of the process, let your customers define your Values – what do those Values mean to them?

This is best done in Focus Groups, but feel free to tap into any of your Voice of the Customer vehicles to solicit input. Ask them “What does a ‘respectful’ interaction look like to you when you’re talking with our staff?” Inquire about how they define ‘responsiveness,” asking what your organization could do to be responsive to their needs and issues. Ask them what ‘customer-focus’ looks like when they’re the client.

Words can mean different things to different people, and if you want your Values (the words you use) to lead you to a great customer experience, design that experience around your customers’ definition of the words.

Let the Customer Define Your Values.

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Are You Carol or Darrell? – 3/24/15 TOW

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Carol and Darrell are reception clerks at the local eye clinic. Each had a patient – essentially the same patient – walk up to them.

Carol looked up from her computer screen and said hello to the patient. The patient said he had an appointment with Dr. Jones at 9:00. Carol said “I need to see your insurance card.” She asked whether the patient wanted to do self-pay or run it through insurance. The patient was confused and asked whether the health insurance covered eye appointments. Carol said most people know when they come in if health insurance covers eye appointments, so the patient asked if Carol could check on the system for her, and Carol said she’d check. After 3-4 minutes of looking at the screen in silence, Carol said “We’re out-of-network. What would you like to do?” The patient asked whether that mattered, and Carol said “it’s $150 self-pay, but it could be over $300 if you used insurance,” so the patient opted for self-pay. Carol completed the transaction by taking a deposit, printing the paperwork, and directing the patient to the waiting room.

Darrell stood and smiled at his patient, introduced himself, and asked how he could help the patient. The patient said she had an appointment with Dr. Smith at 9:00. Darrell said “Great! If you have insurance, I’ll pull it up on my computer for you. Do you have an insurance card with you?” Darrell looked at the card and said, “Now there are two ways patients can pay for their appointment. The first is self-pay (and Darrell noted why some people to prefer that method). The other is with insurance; I checked your insurance, and it appears that your insurance does cover one exam per year, but unfortunately, our clinic is out-of-network, which means the charge will most likely be over $300 if you use your insurance. So would you prefer the self-pay option or using insurance?” The patient said she’d definitely prefer self-pay, and Darrell responded that he’d just need a credit card for payment. Darrell completed the transaction, printed the paperwork, thanked the patient for coming in, noted that a technician named Margaret would call her name within about 5 minutes, and showed the patient where she could wait. “Is there anything else I can do for you” Darrell asked. The patient said “no, thank you,” Darrell thanked her again for coming in today. The patient smiled and walked to the waiting room.

These are two simple stories that end with two questions.

Are you Carol or Darrell? Are you Good or Great?

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