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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

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View Quality through the Customer’s Eyes – 10/14/25

Posted on October 14, 2025 in Customer Service Tip of the Week Please leave a comment

Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the issue was located.  So, she scheduled an appointment.

When the technician came to her house, he ran a camera down the pipes.  He told Geri that – according to the equipment – he thought he saw a crack in the pipe 77 feet from the house. The technician paced off 77 feet and ended up in the middle of Geri’s driveway. The tech said:  This is where I think the roots are getting into the pipe and causing the backup.  Since it’s in the middle of your driveway, we’ll need to bring out some equipment and dig up the concrete to get below the driveway and replace the pipe.

Geri was disappointed that the issue was under her driveway.  She asked a simple question that all customers would probably ask in this situation: Are you sure this is where it is?

The tech proudly replied: I have a 95% accuracy rate for knowing where the issue is located.

At that point, Geri remembered that the tech said he thought he saw a crack.  He said I think the roots are getting into the pipe.  And then she thought 95% accuracy means 5% inaccuracy – a 5% chance he could be digging out her driveway, and the issue isn’t really there.

A Second Opinion

It turns out that the issue was not where the tech thought it was.  A second company came out and found the issue about 25 feet from the house about a foot below the surface of her lawn.  This resulted in a less costly solution, and it was a matter of digging a hole and replacing a piece of the pipe rather than digging up the driveway and having to repour part of the concrete.

Quality means different things to different people, so we need to define quality through the customer’s eyes.  And oftentimes that customer is not focused on the percentage of times that things go right; rather they’re concerned with the possibility that he or she is part of the percentage of times when things go wrong.

View quality through the customer’s eyes.  It makes you more empathetic, and it helps you convey a solution that better meets the customer’s needs.

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Be Supportive, Not Defensive – 10/7/25

Posted on October 7, 2025 in Customer Service Tip of the Week Please leave a comment

[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.  We wouldn’t have half the problems that we do if it wasn’t for Bob.

We have probably all worked with a Bob.  He’s that co-worker who causes of fires that we find ourselves fighting.  Maybe he’s the salesperson that made expectations that operations or customer service know cannot be delivered.  Maybe he’s somebody with the best intentions but communicates them in a way that creates issues for others.  But we don’t want to throw Bob under the proverbial bus.

On the other hand, Bob may be an outstanding employee!  Maybe the customer is totally in the wrong, so it’s understandable that we could be defensive because Bob is unjustly being chastised by the customer in their conversation with you.

Whether the customer complaint is justified or not, that co-worker is as much a part of the organization as you are, so how can we be supportive without being defensive?

Avoiding Defensiveness

One way to address this is to keep in mind that defensiveness is often exhibited through our emotions.  To avoid being defensive, keep the emotions down, keep the tone a little more calm and steady, be intentional about your body language, trying not to raise the temperature with the customer.

Being Supportive

Don’t feel like you have to argue on your co-worker’s behalf in order to be supportive.  Sometimes the best thing to do is to convey what you know and don’t know, note your experience or lack thereof in the situation or with your co-worker, and transition the conversation away from your co-worker and back toward the issue and possible resolution.  Talking to the customer:

I wasn’t in that conversation, so I can’t speak specifically to what Bob said, but I’m sorry you had to deal with it, and I want to help you find a resolution.

I’ve known Bob for years, and I’ll definitely talk with him since that’s not the experiences his customers typically have, and I’m very sorry about what happened in your case.  Let’s discuss how we can resolve this for you.

That’s not how we typically do things around here, so I’m very sorry about the situation.  I’ll definitely share your concerns internally after our call, and right now I want to make sure we can get this situation addressed immediately.

Don’t agree with the customer that Bob was at fault; stay composed; let them know if the situation isn’t typical, and move toward a resolution.

Be Supportive, Not Defensive.

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Find Your Special Sauce – 9/23/25

Posted on September 23, 2025 in Customer Service Tip of the Week Please leave a comment

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 everything.  Mistakes occur, interceptions are thrown, there are times when he passes and should have run…and vice versa.

I am wowed by musicians – people who can make incredible music on a guitar.  People who can play 10 different songs on a piano at the drop of a hat during a church hymn sing.  Great drummers who can somehow wield two sticks on drums and symbols while also using their feet to bang the bass drum.  But unless you’re a 1-man band (or Prince!), you’re probably not great at all those instruments.  While you may be great at playing instruments, you may not be the best singer or lyricist.

My point is that stars are stars for what they do, but that doesn’t mean that they are great at everything.

Defining Stardom

I’m sure if you’re reading this tip and you’re in a customer service role, you’re either a customer service star already or you have the capacity to become a star.  Now whether you’re that star athlete or that star musician or that star customer service professional, find your special sauce – those 1 or 2 things where you’re already greater or have the capacity to be greater, and continually strengthen it.

Define YOUR Stardom

Become a star because you know how to calm those irate customers.  Become a star because you have an incredible depth of knowledge about your organization’s products, policies, processes, and people.  Hone your skills as a star in how you engage people with your body language and your tone and how you can read others and – on the fly – adjust your communication approach to meet what will work best with them.

In this day and age, it is way too UNcommon for people to be stars in business writing, to be able to craft communication pieces and e-mails that convey the specific information, make the other person feel heard, and create clarity in a concise manner on what the next steps are, when they’ll happen, and who’s responsible.

Hone your star skills for teamwork.  Not only supporting your teammates but understanding your specific role on the team and learning how to strengthen the traits that make you such an important member of your group.

Be a customer service star by understanding what is unique about you and what you bring to the organization, to the team, to the customer.  Then make a conscious effort to build your star talents, attitudes, and attributes.

Become a Customer Service Star.

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