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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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“I’m Sorry” Doesn’t Mean “I’m Guilty” – 12/14/21

Posted on December 14, 2021 in Customer Service Tip of the Week Please leave a comment

Individuals and organizations mess up; that’s part of life…

They told me that they were going to be at my home at a certain time; they were REALLY late.  The customer service representative said they would get a message to a co-worker, and the co-worker would call me back; I never got a call.  A salesperson promised what the company could do; the team that had to deliver the service could not meet the unrealistic expectations set by the salesperson.

In every situation, employees attempted to find an alternative solution. In not one case did anybody say “I’m sorry.”

That omission bugged me, and it took me a minute to figure out why.  Then it was clear – they looked for the solution without ever acknowledging the situation that caused the need for the solution.

None of these organizations acknowledged they’d done something wrong.  In not one of these cases did the person resolving the issue cause the issue, so maybe they didn’t want to admit guilt.

In situations like this, however, saying “I’m sorry” is not an admission of personal guilt.  It’s showing organizational accountability.  While I understand people don’t want to admit guilt (especially if they’re not “guilty” of anything), they could still say “on behalf of the organization, I apologize.”  By saying that, they’re not accepting personal responsibility, but they’re acknowledging that the organization caused the problem.

Some people won’t say “I’m sorry” because they feel it’s a sign of weakness.  But we shouldn’t view service recovery situations as battles where one person wins and the other loses.  Instead, we should look at it as an opportunity to save a relationship, to help a customer, to serve others, to retain their business.

It’s not a sign of weakness to admit fault.  It’s a sign of strength and humility to acknowledge an issue.

When your co-worker or your organization makes a mistake with a customer, make an apology a part of your response.

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Diss the Dissatisfiers – 8/3/21

Posted on August 3, 2021 in Customer Service Tip of the Week Please leave a comment

Do people still talk about “being dissed?”  When I was growing up, we used to talk about how someone may get dissed by others – short for disrespected; you could also define “diss” as holding in contempt.  I understood the term “diss” and used the term, at times, to describe the situation – it seemed like a cool slang term to use, even though I may not have been the coolest person in my school (as my family members would attest).  But I digress…

In general, it’s not good to diss someone, but someTHINGS are sometimes worthy of being dissed.  Let’s talk about customer dissatisfiers.  Some businesses are so focused on creating the WOW experience or reciting their customary script that they forget that one or two negative experiences can easily overshadow that one WOW.

For many organizations, before they try to determine how to delight the customer, they first need to shore up the quality and consistency of their experiences.  They need to identify those key customer dissatisfiers.  They need to determine what situations or responses or reactions or processes or product experiences that could cause a customer never to come back.

The fast-food restaurant has a “B” sanitation grade.  It had incredibly fast service, but who would want to eat there?

The boutique had snobby employees.  They had interesting products in a nice ambiance, but who wants to pay money to somebody who’s treating them as “lesser than?”

The big box store took forever to check out.  Sure, they had a large selection, but who wants to wait in line over 20 minutes to buy a $10 phone cord?

The sporting event played music so loud that you couldn’t hear anything else.  Sure, the team won, but if the between-play music dominated the environment and didn’t allow you to talk with others, didn’t the music detract from the experience?

I appreciate when businesses try to create the WOW.  But organizations need to also identify those key aspects of the experience with their people, products, processes, places, or overall experience that can drive customers away.

Find those pain points for your customers – the reasons that could cause their exit. And then find ways to ensure you take the pain out of your experience.

Diss the Dissatisfiers.

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Question Everything, but What’s the Question? – 3/23/21

Posted on March 23, 2021 in Customer Service Tip of the Week Please leave a comment

The new leader joins the organization, and she decides she wants to question everything.  She wants employees to question everything.  Why have we always done it this way? Why do we continue to do it that way? Is this the best way to work?

Sometimes it’s a great management initiative because it forces us to question the validity in doing things in the future a certain way just because we’ve done them that way in the past.  It can be a beneficial leadership tactic because it gets the organization thinking in a continuous improvement mindset.

But when it comes to customer service, what’s the question?  That depends on our goal.  If we’re an organization that is focused on delighting the customer or wowing the customer or amazing the customer or creating a Disney-like experience, you would ask:  Are employees focused on delighting the customer when they are greeted?  Does our speed of service make the customer go WOW?  Is the physical environment where the service is delivered creating an amazing feel for the experience?

Let’s say your goal is to keep every customer.  Then you would ask:  Are we personalizing every communication with our customer?  Are we proactively touching base with every customer to have an ongoing sense of their feelings about us?  Are we asking enough questions to truly understand why they would stay, why they would go?  Are we asking the right questions to truly understand their needs so we can specifically match up our resources with their needs?

What if your goal is simply to deliver a consistent, accurate, and timely service experience?  First of all, “simply” is probably not the best word to use.  Creating an experience that is consistent, accurate, and timely is anything but simple.  But let’s discuss what questions you would ask:  How are we ensuring that – no matter who delivers a service – it is done in the same manner?  How do we ensure and track accuracy?  How do we define “timely” or have a customer define timely, and how are we meeting the timeliness goal?

To be continuous improvement-oriented, to try to foster positive change, consider questioning everything.  But before you start questioning, first understand what your goal is as an organization, and let that drive what you ask.

Question everything, but first know what’s the question.

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