customer service | Customer Service Solutions, Inc. - Page 25

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

From Conversation to Connection: Defining Customer Engagement – 1/7/25

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

Maggie was sitting in the Service Excellence Training class, and the instructor kept talking about staying engaged with the customer.  Proactively engaging the customer.  Being fully engaged in the conversation.

After hearing this same phrase (“engage”) used in various ways, Maggie raised her hand and asked a question probably several people in the class also had:  What does it mean to engage the customer?

The instructor said: That’s a great question!  Let’s think about engagement from two perspectives…

First, it’s the mindset and the attitude you take into these conversations.  If you are being engaged, you have a desire to help the other person.  You find a way to care for them in their situation.  You’re constantly trying to think of how to help them, how to understand them better.  Your attitude is that that other individual is the most important person in the world to you at that moment.

That’s an engaged attitude.  You are focused, concerned, and have the appropriate level of energy and enthusiasm FOR the other person.

The second perspective is about your action.  Literally, how do you engage the other person?   You take that desire to understand them, and you apply it by tapping into your own curiosity, by asking questions.

You apply that information they provided by using their name, restating their situation, their goals, their perceptions and preferences.

You act engaged by starting the conversation with them.  You take engagement seriously by seeking solutions, often on the spot.  By offering tips.  By sharing your knowledge with the purpose of not only helping to address their need but by also helping them to become more knowledgeable.  And you convey that you stay engaged by initiating follow-up, and by following through on what you promised.

View the other person as important, as interesting.  Then be proactive, personalize, tap into your own curiosity, and take action to engage the customer.

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Self-empower for the New Year – 12/31/24

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Jeff joined the company, in part, because he loved their approach to culture.  Leadership tried to create an empowerment culture.  They tried to develop an environment where, within certain parameters, individual team members could make a decision and feel confident that they would be supported by leadership.

The reality was like the portrait they had portrayed for him when he was interviewing.  He really liked his job, liked the leadership, and enjoyed working at the company.  He felt like a part of a culture that aligned to his values.

As time went on over his first two years, the culture was still good, but the organizational performance started to drop.  Sales began to decline as operating expenses increased.  Profit was pinched.  And all of a sudden, leadership started to turn over.

Who knew how long Jeff would stay at the job?  It was obvious that the culture was changing with or without him.

But Jeff loved being empowered.  So eventually he asked himself the question: How can I empower myself?

He did the following for himself:

Set Goals: He identified what he wanted to achieve, what performance levels he wanted to reach, and he identified actions needed to get from here to there.

Learned New Skills: He taught himself some new skills, learning some of the technology better, becoming proficient at the use of AI and PowerBI, becoming the resident expert in the customer information system.

Understood His Strengths and Weaknesses: He reflected on what he did well and what aptitudes or characteristics of attitudes were somewhat lacking. He asked others to give him a quick 50/50 evaluation: Where do I excel, and where don’t I?  He used this understanding to figure out how to get better.

Found His Work Joy: He identified what he liked most, still, about the company.  He loved going to the common area to socialize briefly with others.  There were certain staff whom he enjoyed chatting with about fishing and football.  He enjoyed leading project teams, and he sought out opportunities to do so.

The culture was changing, and not for the better.  But that didn’t mean that he needed to change not for the better.  He could stay stagnant, or he could grow.  Jeff decided to self-empower.

Map out your own plan to Self-empower for the New Year.

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2024 Holiday Poem – 12/24/24

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I sometimes hear it said

That things have never been like this before.

That challenges are unique,

That stresses seem like more.

 

I sometimes hear it said

That we’re asked to do much more with less.

That workloads are increasing,

And we’re resource-constrained at best.

 

And others often say

That things are really very good.

That they enjoy those they work with,

And they appreciate those they serve.

 

Yes, others often walk around

With a smile on their face,

that comes from their within.

That brightens up the place.

 

You see, all these things, both bad and good,

Can be true at the same time.

Things can be challenging, and we feel overloaded;

We enjoy others and feel good inside.

 

It’s amazing how much the external world

Surrounds our every day.

If we let it, it can affect us

In every imaginable way.

 

But the key is “if we let it,”

The key is our control.

Instead of external driving internal feelings,

The internal drives it all.

 

My wish for you as we end this year

Is to find peace and joy and light.

To be full of hope on the inside,

To keep positives in sight.

 

My appreciation for you, as always,

Is of the utmost, as I sit and reflect.

For you who serve your customers,

Deserve big courtesy and respect.

 

Happy Holidays!

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