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Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

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


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 Read more

Be Supportive, Not Defensive - 10/7/25


[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.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


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 Read more

Gain Control of the Conversation - 9/16/25


The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not. There are times when you need to gain control of the conversation.  It’s important for Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

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G.A.B. – The Survey Guiding Principles – 3/28/23

Posted on March 28, 2023 in Customer Service Tip of the Week Please leave a comment

You’re excited!  The company has okayed your conducting a survey, and you immediately think of a half dozen questions you want to ask every customer.  You document your questions, get input from others, and all of a sudden you have a Word document with 36 questions instead of 6.  Now, what do you do?

Some clients engage us before they get into the particulars of the survey instrument.  Other clients come to us after they’ve already created that 36 question survey.  In either case, before you dive into the details of the survey questions, here are 3 Guiding Principles that could govern your decision-making about the overall design of the survey:

Goal-driven – Make sure that the questions are addressing your overall goals for the research.  The goals should drive what information you seek, which should drive the structure of the survey and the wording of the questions – it shouldn’t be the other way around.  Create the survey instrument around your goals, and when you have that draft put together, make sure each question aligns with what you’re trying to accomplish.

Actionable – For each question, give consideration to what would be done with the information.  Could you act upon the results?  What will the metrics potentially tell you? Are you evaluating attributes against each other, against historical data, against national benchmarks?  And how are you going to act differently based on ratings?  For the open-ended questions, are you going to utilize the common themes to improve operations, change strategies, reward and recognize others?  If the question is not actionable, why would you even ask?

Balanced – Ensure that there is a relatively even mix of questions seeking positives as well as questions seeking opportunities for improvement.  This is something that few of our clients consider.  Some clients are primarily looking for constructive feedback – and the tone of the survey can get the customer thinking too negatively and elicit too many negative stories.  Others are looking just for positives to use to market themselves internally or make themselves look good.  Instead, the survey should be balanced.  Research should help you to identify what is not working well while also helping understand where you can strengthen your strengths.

Let the goals of the survey drive the focus of the questions.  Ensure that the questions are structured to be actionable.  Create an overall balance of identifying what could be better as well as knowing what already is providing a great customer experience.

Design your survey to align to the G.A.B. Guiding Principles.

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Build Your Shield – 3/21/23

Posted on March 21, 2023 in Customer Service Tip of the Week Please leave a comment

When the customer complains or the boss gets upset, when the negativity gets too personal or you get that unprofessional e-mail from the angry client – those are the times when we can feel hurt.  Those are the times when we in customer service roles can feel that physical or emotional or spiritual gut punch.

But there are ways we can build an inner strength to deal with some of this outer negativity.  There are ways we can build our own capabilities to deal with criticism.

Be Self-motivated. Don’t rely on others to motivate you or affect your self-perception.  The more you get your motivation and drive from the inside, the less the feelings and perceptions of others will affect you.

Accept Responsibility for Your Actions. If you accept responsibility for the issues you caused, you can more readily understand the other person’s point of view in those situations.  And when somebody comes after you with accusations that are not your doing, it helps you more objectively receive those comments, knowing they’re not really speaking the truth about you.

Be Proud of What You’ve Accomplished. Know the good that you have done, and keep that good top-of-mind even if a bad tone is coming your way.

Be Tolerant and Respectful of Others. You don’t have to love the other person, you don’t have to agree with their position.  But if your concern is conveying respect and being tolerant of the other individual, it helps you to focus more on treating them as a human (imperfect like we all are) rather than getting immersed in their negativity.

Have Integrity. Do the right thing, even when it’s not the easy thing.  Take solace in knowing that what you’re doing is fair, honest, and true, and you’ll never regret how you addressed the situation.

We can prepare for the difficult moments by building our own shield day-after-day.  This is not a shield to separate us from the complaints or the complainers.  It is something that we can nurture inside of us to strengthen our ability to handle criticism in the moment.

To Build Your Shield, self-motivate, accept responsibility, take pride in your accomplishments, be respectful, and have integrity.

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Avoid the Aggravation; Confirm the Key Point – 3/14/23

Posted on March 14, 2023 in Customer Service Tip of the Week Please leave a comment

In this age of instant information and auto-completion of texts or e-mails, we are quick to get one thing done and move on to the next thing.  Technology often helps us to complete our work more quickly.  Yes, there’s even AI technology that’s starting to wreak havoc on the internet because it does work for people.

But with speed and automation come basic risks.  The risks I’m referring to are those in-the-moment risks when you’re engaged with the customer – the risk that we’re going so quickly that we don’t get the right information. Therefore, we take a wrong step.  Therefore, there’s unnecessary work done.  Therefore, there are delays or rework or frustration.

It helps to confirm key points to avoid unnecessary aggravation.  Check out these 3 true scenarios:

Scenario #1 – The Wrong Number: During a call, the customer gave a phone number for the employee to contact.  The employee thanked the customer but did not confirm they heard the phone number correctly.  The employee called the line and didn’t get a hold of anyone.  It turns out that the employee wrote down the wrong number.  They didn’t call the customer back; they just assumed nobody was available at the number given.  There was a delay and frustration, all because the employee didn’t confirm what she heard.

Scenario #2 – The Self-imposed Deadline: The employee was very conscientious.  He wanted to get things done as quickly as possible.  He got the request from the customer and thought he could get it done by the next day.  So, he put other things on hold and rushed to make this customer request a priority.  Little did the employee know that the customer didn’t need the request addressed for a week.  The employee self-imposed a deadline because he didn’t ask the customer.  The employee put other projects on hold and worked late unnecessarily.

Scenario #3 – Paying for What?: The employee asked the customer for a payment in advance of recurring monthly services.  The customer wrote the check, and one month later the customer received an invoice for service provided.  The customer wondered why they were being billed if they paid up front.  After calling the business, the employee noted that the upfront payment was a security deposit, and the customer would be billed for the services received immediately thereafter.  The customer was not happy that they thought they were paying for services in advance, but instead they were just giving a deposit that they might not get back for months or years.

Sometimes the employee and the customer can avoid the aggravation if the employee is patient enough to confirm their understanding or to confirm that the customer understands.  Information given is sometimes assumed to be received correctly.  But that’s an assumption that can cause downstream issues.

Avoid the aggravation. Confirm the key point.

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