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Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

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How the Customer Perceives a Truth as a Lie – 5/27/25

Posted on May 27, 2025 in Customer Service Tip of the Week Please leave a comment

You’re the customer, you’re asking about an unused item that you’re returning, and you hear the employee say: “The refund process takes 7-10 days.”  You’re thinking: “Great!  I can get the refund check as early as a week from today!”  The reality is that the company means that they’ll mail the check 7-10 business days after processing it – which takes 48 hours to process.

Therefore, in 2 days, it could be 14 calendar days (10 business days) before they mail it, which could add 3-5 days.  So yes, the refund may arrive 21 days from today, even though you thought it would be 7 days.  What the company said may be truth to them, but what the customer hears makes what was said seem misleading.

You’re the customer, you’re calling about an account issue, and you hear the employee say: “I can help you with that.”  They go through a series of questions, confirm your account, and eventually tell you that they’re going to send the issue to their escalation team.  They’ll e-mail you back in 2-3 days.

When the employee said “I can help you with that,” you thought it meant that they could resolve the issue during the call.  Instead, in 2-3 days, you’ll find out if they can address the issue at all.

There are times when the employee has the best intent, but the words they use or the script they’re provided misleads the customer.  It’s likely not intentional, but it’s also how frustration and mistrust can build.

Look at your scripts and the wording you use, and don’t assume that the customer interprets it the same way that it’s intended.

Don’t let a truth to the company become a lie to the customer.

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Tell Customers What’s Next – 5/20/25

Posted on May 20, 2025 in Customer Service Tip of the Week Please leave a comment

In most businesses that have been around for a while, how a process was originally designed is not how it currently operates.  Sometimes this change is referred to as “practical drift,” where the actual process moves further and further away from the documented steps over time.  Maybe the changes are for the best, but they don’t reflect what’s on paper.

Customers don’t need to be experts on our processes.  But some of our customers are process people, and they want to know all the steps up front.  They want to know the timelines up front.  They want to know who to contact if something goes wrong along the way.

And even when you’re dealing with a customer who is not a process person, good customer service involves letting them know – at a minimum – what’s coming next.  Good customer service lets them know what their role is or who the parties are going to be in that next step.  Good customer service involves letting them know the timing of the next step.

To renew your account, I will e-mail you a completed version of this form on Monday to review and sign.  We’ll just need you to return it via e-mail within 7 calendar days.

Once you leave this registration desk, you’re going to take this card and walk down to the 3rd office on the right with the “Lab” sign above it.  One of our great techs will greet you, you’ll hand them the card, and they’ll take good care of you.

You will sign in at this kiosk, and then once it says that “You Are Registered,” you can have a seat in one of the orange chairs in front of the tax window.  One of our friendly staff will come out to greet you.  We’re averaging about a 5-6 minute wait at this time.

If you want to provide great customer service, get more consistent about creating comfort with your customer when there is a next step involved.

Don’t Let Customers Drift Through Your Process.

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Questions to Guide You to Empathy – 5/13/25

Posted on May 13, 2025 in Customer Service Tip of the Week Please leave a comment

“If I was him, I would do ABC…”

If you’ve ever heard somebody say this – whether it’s a friend or acquaintance, whether it’s some TV reporter or podcaster – you may get as frustrated or as annoyed as I do.

I get annoyed because we are not that other person.  We haven’t lived their life.  We haven’t experienced what they experienced.  So, in most cases, it’s hard to tell people what they should do or what we definitely would do if we were in their situation.

But for customer service, there actually is some value in asking a related question.  When we’re engaging with the customer, it sometimes is helpful to ask ourselves:  If I was him, how would I feel?  What would I want to know?  How would I want people to respond to me?

I often note how empathy is the single most important characteristic of somebody who’s great at customer service.  But many of us are not naturally empathetic.  Many of us don’t know what it means to be empathetic.  Sometimes it helps to have little prompts or triggers or questions that we ask ourselves to get into that empathetic mindset.

If we’re getting ready to interact with somebody who is returning a product that was defective or part of it was missing, it helps to ask ourselves:  If I was him, how would I feel?

If I’m interacting with a customer who is brand new and has never had to deal with any of our processes, it helps to ask ourselves:  If I was her, what would I want to know?

If I’m interacting with somebody who just went through our business or financial process, or experienced our entertainment venue or game, or was getting discharged from our medical facility, it helps to ask ourselves: What feedback might they want to share?

If you ever find yourself engaging everyone in the same way and not really reading the other person well, if anybody ever accuses you of not being empathetic enough, just start asking yourself a few questions.  Ask – How might they feel? What might they want to know? What might they want to share?  And use those questions to guide your conversation and help you convey some empathy.

Ask yourself questions that help you better empathize with others.

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