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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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Refine Your Decision-making Process – 11/26/24

Posted on November 26, 2024 in Customer Service Tip of the Week Please leave a comment

Every day, you make decisions of what to do and what not to do.  And in the world of customer service, often the affected parties are our customers, our co-workers, and our company.  Here are a few quotes to consider when you’re thinking about evaluating and refining your decision-making process…

To choose, it is necessary to know.  Herman Finer

Strive to find information that will guide you in your decision-making.  Investigate and inquire enough to choose the right course of action.

The understanding that underlies the right decision grows out of the clash and conflict of opinions and out of the serious consideration of competing alternatives.  Peter Drucker

To make the best decisions, seek out people who have different perspectives from you.  Gather their input on the issue or the solution in order to identify the best response and to build your confidence.

When it is not necessary to make a decision, it is necessary not to make a decision.  Lord Falkland’s Rule

Do you have to make a decision right now?  If not, don’t feel obligated to make a decision on the spot.  Buy yourself some time to seek the input of others and build your comfort level with what to do in a particular situation.

People whose lives are affected by a decision must be part of the process of arriving at that decision.  John Naisbitt

Think about who could be affected by your decision.  Maybe this includes the customers themselves. Understand the downstream effects of what you are about to decide, and wherever possible, allow stakeholders to weigh-in and help create their buy-in.

When making decisions, seek information, seek the wisdom of others, know whether the decisioning timeline is urgent, and tap into the voice of those potentially affected by the outcomes.

Refine Your Decision-making Process.

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Acting on the Guiding Principles for Great Customer Service – 11/19/24

Posted on November 19, 2024 in Customer Service Tip of the Week Please leave a comment

In last week’s tip, we shared 5 Guiding Principles for Great Customer Service.  This week, let’s address what “taking action” looks like on those key principles.  If last week was about what to do and WHY, this week is about the HOW.

Engage with Interest: To engage with interest, proactively start the conversation.  Take that monkey off the customer’s back to initiate the engagement.  Immediately be self-aware of your body language, like you’re looking in a mirror, and you’re checking yourself if you’re putting off any negative vibes.  Think about your tone of voice, ensuring that it has a bit of energy, has a positive flow.

Seek to Understand their Uniqueness: Be inquisitive, ask questions, understand them and their situation more specifically.  Clarify your understanding of anything that’s unclear, and make a confirming statement back to ensure you are stating your understanding of what they’ve just shared.

Figure Out How to Help: Identify solutions, identify alternatives when what they suggest just cannot happen, for whatever reason.  The more uniquely you understand their situation, the more you can put yourself in the position of being the solution provider.  Figure out how to help.

Take Action: Do what was promised, or if your co-worker needed to take the next step, make sure they did as was asked in a timely manner.

Convey that You Followed Through: Tell the customer what you did, or share what action was taken by your co-worker on behalf of the customer.  If appropriate and available, let the customer know the outcome.  If you’re making all these efforts to support the customer, ensure that they know that you followed through.

Turn Guiding Principles into a Great Experience.  Put principles into action.

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Guiding Principles for Great Customer Service – 11/12/24

Posted on November 12, 2024 in Customer Service Tip of the Week Please leave a comment

It’s hard to know every procedure, every policy, every technique possible to handle every situation correctly.  After all, maybe our procedures are standard, but our customers are not.  Maybe our policies stay pretty consistent, but our customers’ needs and issues, their attitudes and actions can change from customer to customer…or minute to minute.

So, handling a customer situation well is as much about knowing what to do and WHY, as it is knowing HOW to do it.  Therefore, here are 5 Guiding Principles for delivering consistently solid customer service:

Engage with Interest

We need to show that we’re focused on the other person. That they are important. That they are not a number.  Show them that they are a priority.

Seek to Understand their Uniqueness

We don’t want them to perceive that we’re viewing them as anything other than a unique individual.  We must be inquisitive enough to understand what’s unique about them, what’s unique about their situation.  Our desire to understand helps us to convey empathy.

Figure Out How to Help

In most cases customers want us to help them resolve an issue, get a need met, get a question answered, address a certain goal.  Try to determine how to help them get to that next step, get to that solution.

Take Action

It’s not enough to engage somebody; we need to also take action on their behalf, or help them to take the needed action.

Convey that You Followed Through

If you and the customer discussed the next step, and you took action on their behalf, make sure they know you took that action.  If possible, make sure they know the outcome.  For many customers, there’s doubt in their mind until you confirm that you followed through.

These principles are about interest, information, solution, action, and follow-through.

Focus on the Guiding Principles for Great Customer Service: Engage with interest, Seek to understand their uniqueness, Figure out how to help, Take action, and Convey that you followed through.

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