customer service | Customer Service Solutions, Inc. - Page 37

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

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

The Secret Sauce for Great Customer Service – 3/26/24

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

I was working with the League Office for a major American sport several years back, and one of the executives asked me to describe our Secret Sauce that helped our clients improve the fan experience and customer retention.  I gave him a sense of what makes us unique and successful in helping our clients.  Remembering that question recently, I started thinking…

What’s the secret sauce for delivering great customer service?

While it’s not like talking about Delighting Your Customers or The WOW Experience, consistency is truly appreciated by customers.  If the customer understands what they’re going to get, when they’re going to get it, and why something’s happening, it sets and meets their expectation.  They develop comfort and confidence.  And it’s great when you’re confident that a business is going to deliver a positive experience.

But consistency can be somewhat of a nebulous term.  So, let’s talk about 3 concepts you can adopt to provide consistently positive customer service:

Be clear on WHY you’re doing something.  What is your goal for the day?  What are you trying to accomplish short-term and/or long-term?  It’s easier to become consistent if you have that North Star, you have that goal, you know what direction you are heading.  If you don’t allow each individual activity or task or challenge or interaction to pull you away from your goals, it’s easier to be consistent.

Create a consistent cadence.  This is about building some structure into your day or week.  Knowing when you are doing your daily or weekly plans.  Knowing when you take your breaks or hold recurring meetings.  Knowing when you do your check-ins with co-workers or customers.  Essentially knowing when and how frequently you are addressing your priorities, in particular.

Have a standard way or model of working.  I was on a call with a client recently, and they asked me a strategic question, and I gave them a very holistic strategy for addressing their need.  They really liked the model that I shared, and it’s something I’ve used for 20+ years to address certain problems.  The model can be applied to an educational organization, government organization, retail organization, sports, healthcare – you name it!

By having a model, or having a standard process or way of doing things, you create some structure for yourself.  You can create some consistency.  Now, within that model or process, you might have different focus areas for different situations or different customers, but if you can create a standard process you go through or a standard model which serves as the lens through which you look at certain situations, it helps you to be more consistent.

Build your Why, When, and How in order to provide consistently positive customer service.

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The Miracle of an Apology – 3/19/24

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Unfortunate but true story…

The manager basically lost his mind.  He terminated his employee on the spot.  She had told the customer that there was going to be a delay in the shipment.  The employee called up the customer ahead of time to let the customer know what was about to (or not about to happen), and to see what the customer wanted to do.  The only options were to wait for the late shipment or to cancel the order.

The manager was livid.  His employee had put the sale at risk by telling the customer about the impending delay and letting the customer know they could cancel.

The next day, the manager called the employee, was contrite, apologized profusely, and asked the employee to come back to work.

This employee was one of the best in the office.  She was being proactive with the customer.  She had the customer’s best interests at heart, and she was trying to provide good customer service.

The manager was so focused on the potential lost transaction that he didn’t recognize everything that his team member was doing, and why she was doing it.  He was so focused on that potential lost transaction, that he didn’t consider the magnitude of the loss of one of his best employees, the potential loss of her clients, the loss of trust and credibility with those employees who remained.

Fortunately for the manager, the apology worked.  It was basically a miracle that he could be so knee-jerk in the reaction one day, and the next day have the employee accept the apology and say she would return to work.

There are mistakes, and then there are MISTAKES.  And many of these mistakes are with our team members, our co-workers – not just with our clients.  Often, the best way to address the mistakes is to quickly and sincerely apologize.

To apologize is to humble one’s self.  The humility of an apology can sometimes work miracles.

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It’s Not About the 5-Minute Wait – 3/12/24

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Robert went into his supervisor’s office to update her on a situation at the payment desk.  Robert said that a customer was about fourth or fifth in line, waiting to be served, and the customer was complaining loudly about the wait.  He was there to make a property tax payment, had been standing there for 5 minutes, and the line had not hardly moved.

The supervisor, Janice, came out of her office, saw the customer, and listened to him from a distance for about 10 seconds. Janice turned to Robert and said:  It’s not about the 5-minute wait.

Robert and Janice walked up to the customer to speak with him, and they took the customer to the side, away from the rest of the group. They chatted with him about his situation, and Janice was right.

The customer had to be at work in 15 minutes, and he was a 15-minute drive from his job. He was going to be late.

His mapping app on his phone had directed him to the right building, but the parking spaces were full. So, he had to find another parking area – which was a block away.  That took five more minutes of driving and a 6-7 minute walk to get to the building.

The man lived 20 minutes from this building, so, he had left his home a long time ago to get to this location on time, to make his payment on time, and to get to his job on time.

He actually had to make the payment in person, because the County’s web payment portal was down, and the payment was due today.

Robert just assumed it was an impatient customer raising a ruckus.  Janice didn’t make any assumptions, and – after witnessing the customer from afar for a few seconds – she was pretty sure something else was going on.

When a customer is making a big deal about something that doesn’t seem so big, consider that maybe it’s not about the 5-minute wait.  Show a willingness to ask, listen, and learn.

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