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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

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

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

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Highlight the Hidden Value – 7/1/25

Posted on July 1, 2025 in Customer Service Tip of the Week Please leave a comment

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 provide free shipping!  AND THAT’S NOT ALL!  You also get this 21st century space age colander.  That’s right!  AND THAT’S NOT ALL!  If you call in the next 90 minutes, we’ll send you a 3-in-1 corkscrew – that also serves as a laser pointer and a flip chart marker!”

That type of marketing works in some cases.  It provides an in-your-face series of incremental reasons to make a purchase.

But what about those behind-the-scenes series of incremental reasons for the customer to keep their business with your company?

Janine had a new HVAC tech come out to her home to do the quarterly maintenance, and she was impressed with how much time he spent working on the equipment.  She had no idea what he was doing, since he was in the crawl space or working at the outdoor unit all the time, but she was really pleased with the time he took!

Kareem was calling about a charge on his credit card statement that didn’t look familiar.  Not only was the price a number that didn’t ring a bell, but the merchant name didn’t seem like a company he had heard of either.  The customer service representative looked on her system, apparently investigated a lot of details about the transaction, and came back to Kareem with a description of the type of purchase, another name for the merchant business, and a course of action for Kareem to take.  Kareem had no idea how the CSR came up with all this information, but he was very pleased!

These are just two real-life examples of how the customer had a great experience.  They had no idea specifically what the employee was doing on their behalf, but the time investment from the employee and the outcome of the work performed made a huge impact on the customer.  Their impression was that they got great customer service.

It wasn’t in your face marketing that made them so pleased, engendered trust, and built loyalty.  It was the effort on behalf of the customer, the time spent, and the clear next step.

Sometimes the actions the customer never sees are the ones that build value the most.

Understand your hidden value and how much repeat customers appreciate it.

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Don’t Harp on the Customer’s Mistake – 6/24/25

Posted on June 24, 2025 in Customer Service Tip of the Week Please leave a comment

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 the upcoming Friday.

When the make-up day arrived, Seth and Sarah entered the aquatics center, walked up to the receptionist, and asked if Sarah could use one of her make-up classes that day.  The receptionist, Roberta, asked if they had called or e-mailed in advance to confirm Sarah could drop-in for a class, and Seth responded “No.  Was I supposed to?”

While Seth had remembered the fact that make-up classes were offered, he didn’t remember (and didn’t check) the policy that stated parents had to contact the aquatics center first to reserve a spot.  Seth messed up; he was wrong.

Now, many employees may roll their eyes, say something under their breath, or simply say that they couldn’t help because Seth didn’t follow the policy.

Instead, Roberta reaffirmed the policy, said that “unfortunately I can’t guarantee we have an opening today,” but shared “I hope there is space available.  Let me check.”  Roberta smiled, was hopeful, but didn’t make any promises.  She didn’t criticize the customer.  She just educated the customer, empathized, and excused herself to go check with the instructor about availability.

Seth turned to Sarah, smiled and said “let’s cross our fingers!”

A couple minutes later, Roberta returned and was excited to tell Seth and Sarah “Yes!  We have a spot for you today!”

Sometimes the customer is wrong.  But that doesn’t mean our attitude needs to go negative.  Sometimes we can correct the customer, and do it so professionally that the customer is understanding and hopeful, not frustrated and angry.

Don’t let a customer error create your own customer service error.

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Imitate to Improve – 6/3/25

Posted on June 3, 2025 in Customer Service Tip of the Week Please leave a comment

Oscar Wilde said that “Imitation is the sincerest form of flattery.”  Now this doesn’t mean that plagiarism is the sincerest form of flattery.  Nor does it mean that great impersonators such as Rich Little, Dana Carvey, or Frank Caliendo are always offering flattering portrayals of those that they imitate.

Wilde’s statement essentially means that it’s a form of praise to imitate the actions or words or approach of someone else.

In business, we call that identifying and applying best practices.

For an individual in customer service, we can apply this “imitation approach” to our work, as well.

Do you have a co-worker who handles themselves in a way that you consider exceptional?  Maybe it’s in difficult situations or with difficult people.  Potentially it’s just how they answer the phone or how their attitude maintains positivity or open-mindedness throughout the day.

*** Identify specifically what they do, potentially ask them about their attribute, and try to apply that best practice.

Have you ever been a customer that’s been served by an employee, and you thought: “Now THAT was excellent customer service!”  Or… “that person is really, really good at their job.”  Or… “that individual must love what they do!”

What about that employee made you feel like they were delivering excellent customer service, made you feel like they were good at their job, made you sense that they must love what they do?

*** Again, identify that attribute, and apply it in how you engage and interact with others.

“Flatter” others by imitating their best practices.

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