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Highlight the Hidden Value - 7/1/25


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 Read more

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


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 Read more

Create Customers for Life - 6/17/25


Veronica has gone to the same automotive service shop for at least 20 years.  She bought a new car about a year ago, and this is the third car she’s brought to the shop instead of taking her car to the dealer where she bought it.  She’s had three Read more

Don’t Turn the Customer into the QA Department - 6/10/25


Roberta received a form with information filled in by the company after her conversation with the account rep.  Roberta just needed to review the information, fill in some of the blanks, sign it, and resend it in order to set up a new account. She noticed that the effective date Read more

Imitate to Improve - 6/3/25


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 Read more

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


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 Read more

Tell Customers What’s Next - 5/20/25


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 Read more

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


“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. Read more

Negate the Nervousness - 5/6/25


The customer needed a loan, so he walked into the bank, but he was a little nervous.  He knew that launching his business would be easier if he had some working capital, but that’s about all he knew.  He was anxious because he didn’t know what to expect in Read more

Don’t Rush to Resolve Quickly - 4/29/25


The customer is angry, so you use the CSS LEAD technique as designed.  You, listen, empathize, accept responsibility, and deliver on a remedy.  But it doesn’t work.  The customer is still upset, and maybe even a little more frustrated than when you started…why?! If the use of this technique fails, Read more

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The Resourceful Rep – 3/16/21

Posted on March 16, 2021 in Customer Service Tip of the Week Please leave a comment

One of our clients is seeking to develop Customer Service Standards.  We’re working with them to identify those key expectations of staff that will enable the organization to deliver a consistent high-level customer experience.  One of the key attributes that this organization is seeking from its team members is resourcefulness. So, how can you become even more resourceful?

There are two primary keys to resourcefulness.  One is having the assets that you can bring to bear to address a given issue, need, or goal.  The other is having the creativity to formulate a plan or a response in using those assets.

List Your Assets

First, formulate your own list of assets.  An asset could be a subject matter expert in your company, a key contact in another division, or some other constituent or stakeholder or supervisor with a great deal of knowledge on specific topics or about specific customers.  An asset could be the knowledge base in your system.  An asset could be some past correspondence you had with a similar customer or about a similar situation.

As you can tell, the assets can generally be people, technology, or content that is categorized or organized in such a way that you can quickly find a related situation or customer type that you’ve supported in the past.  Create that list of assets so that you can more quickly meet the need of the customer.

Let Your Creativity Flow

Second, to creatively formulate the plan, you need to be able to think differently.  Let’s say that your customer cannot make their payment by the due date.  You start asking yourself: Who in my organization has expertise in dealing with situations like this and has resolved these types of issues previously?  What list of related FAQs exist?  What are some past e-mails or documents that I’ve utilized in similar situations that I can access to help this person as well?

Instead of just considering what you alone can do in this situation, expand your thought to consider who you can contact, what might be the standard answers, or what has proven successful with these types of customers or in similar situations.

To be resourceful, create that list of assets that you can bring to bear in customer situations. Then, take some of the burden off yourself by tapping into the people, technology, and communications that have helped you to succeed previously.

Use your assets and creativity to become the Resourceful Representative.

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Bring Warmth During Winter – 12/29/20

Posted on December 29, 2020 in Customer Service Tip of the Week Please leave a comment

Winter is upon us.  Now, winter can mean different things to different people in different regions, but just the word conjures up cold.  It conjures up visions of snow.  It conjures up feelings of wind and lack of warmth.

Although some of us may like the cold at times of year or around certain seasons, we don’t like the cold at the start of a conversation.  And oftentimes, customer service representatives can come off as being cold right at the beginning of a customer conversation without ever meaning to do so.

The customer makes their request, and this is how the employee responds:

  • What’s your account number?
  • What’s your name? What’s your phone number?
  • To confirm your account, I need your mother’s father’s wife’s daughter’s maiden name…spelled backwards.

 
While all this information might be valuable, there is typically little warmth associated with the words.  There’s virtually no communication of wanting to help that person or caring about that person’s needs that’s conveyed through the phrases used by the employee.

By simply responding to a request with a few key words or phrases, the conversation can start much warmer, much more pleasant, and take no more time than 1-2 seconds additional.  How about starting with:

  • I will be happy to help you with that request.
  • We can definitely address that for you.
  • I can help with that right away.
  • Great! That’s something I can take care of for you.

 
Simply sprinkle a “happy” or a “definitely,” a few “for you” expressions or “I can help” into your initial response to the request, and the tone and warmth of the conversation will start in the right direction.

Bring warmth to the beginning of your customer conversation.

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2020 Holiday Poem – 12/22/20

Posted on December 22, 2020 in Customer Service Tip of the Week Please leave a comment

When in the role of customer service,
We are wired to give and give.
It’s built into our DNA.
It’s simply the way we live.

In order to give to others,
We need to find ways to give them their fill.
We need to pour empathy and openness into them.
To serve, we need to have that will.

But we can’t fill others to the point that we’re empty.
We cannot give if we’re down to the last drop.
We always need to find a new reservoir.
We need to make sure that the cracks and leaks will stop.

One of the greatest ways to refill our bucket
Is to have our share of hope.
One of the greatest ways to rebuild our energy
Is now within our reach and scope.

As you’re going through the holidays,
And you’re thinking about what is next,
Take hope in a healthier new year.
Take hope in lesser stress.

Take hope in more joys and successes.
Take joy in more rest and peace.
Take joys in a 2021
That should be better than this year, to say the least.

So, realize this is the time to fill your bucket.
This is a time to shout HOORAY!
For these holidays are a precursor
To what we hope to be better days.

Happy Holidays!

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