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The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

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Respect, Regardless of Rank – 8/22/23

Posted on August 22, 2023 in Customer Service Tip of the Week Please leave a comment

I was reading a management book written by a former naval officer.  He was given a leadership role over a ship that had been underperforming and had low morale.  One thing he did to turn around the performance, to improve morale, was instill in everyone onboard the principle that we need to respect each other, regardless of rank.

For anybody who’s watched an old military movie where the personnel show respect for rank, often you hear the statements of “Yes, General” or “Sir!  Yes, Sir” that we see exhibited by those with the more junior ranks.

But the Captain of this ship, the one trying to instill a new, high-performing culture, expected EVERYONE to be respectful of EVERYONE.

To understand “respect” in customer service, we have to paint a picture of it.  For many people, it’s much easier to paint a picture of respectful behavior by describing disrespectful behavior so that people know what action NOT to take.  Sometimes we literally define the word respect to paint that picture for those in customer service.

Communicating Respect to Rank

Today, let’s think about respect in terms of how it’s conveyed to people of rank – whether it’s an organizational leader or even the President.  The words we use (Yes, Sir or Yes, Ma’am) are stated frequently in response to what the ranking person says.  With individuals in those in high-rank roles, we try to understand their needs so that we can address them, carrying out their orders or requests.  We listen as much as possible in that one encounter to minimize the need to meet with them again as well as to ensure we don’t take up any more of their time than is necessary.

Communicating Respect Regardless of Rank

These are all actions and behaviors we can do with each other – with co-workers and with customers.  Use personal names and respectful terms to greet and address individuals throughout the conversation.  Try to understand specifically what they’re saying by asking the right questions and spending the majority of our time listening.  Allow them to speak first, and be patient through the conversation.  Follow through on what we offered to do, trying to limit how much of their time is required, whenever possible.

Respect, Regardless of Rank – find ways to make respect an all-the-time thing.

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Move on to the Next One – 8/15/23

Posted on August 15, 2023 in Customer Service Tip of the Week Please leave a comment

The ultimate game in professional American football is the Super Bowl.  In this past year’s Super Bowl, James Bradberry of the Philadelphia Eagles was called for a penalty with less than two minutes to go in the game.  The penalty gave the other team a first down; the other team was able to run the clock down until there was almost no time left, and then they kicked the winning field goal.

The penalty was one of those that, technically, was the correct call.  Bradberry briefly grabbed the shirt of a wide receiver, and that’s a penalty.  In a lot of games, in a lot of situations, that penalty is not called.  But at the end of the most important game of the year, Bradberry made a mistake, and he was called on it.

In the lead up to this upcoming season, Bradberry was asked about this play.  He said “A play’s going to happen. Good play. Bad play. You’ve got to move on to the next one.”

Ours is an Imperfect World

The working world that we live in – about customer experience, retaining clients, delivering good solid customer service – is an imperfect world.

And we are imperfect.  Despite our best intentions, our best training, our best skills, and our reading of weekly customer service tips, we make mistakes.

Even though I’m someone who has run a management consulting firm focused exclusively on customer service, client retention, and customer experience for the last 25 years, I make customer service mistakes.  I may make a mistake in how I respond, or maybe I don’t respond timely enough.  Recently, I left someone off the list of invitees for a meeting to debrief on a research project.  We make mistakes, and hopefully we apologize sincerely when we do.

Don’t Stay in the Negative

But like Bradberry, we need to move on.  We can’t get consumed by the mistakes of the past, because then we are allowing ourselves to get mired in mediocrity and negativity.  We need to acknowledge our mistakes, learn from them, and move on.

There will always be opportunities to do better, to improve, to take care of our customers.

So, the next time one of us imperfect people makes a mistake, let’s make sure we’re able to move on.

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Change on the Fly – 5/30/23

Posted on May 30, 2023 in Customer Service Tip of the Week Please leave a comment

Situational service requires some advanced engagement skills.  It involves seeing each situation independent of any others, reading the moment, and changing on the fly to create the best possible customer experience and outcomes.  So, what are some keys to situational service?  Keep these guiding principles in mind:

Start Open-minded: When the customer engages you, avoid assumptions about them and their situation.  Don’t let the first impression cloud what might be the deeper issue or need, the background of the situation, the person themselves.  It’s more effective to start by being open, and then narrow the focus after gathering information; it’s less effective to start with a preconceived notion, and then have to later backtrack or restart the conversation.

Gauge the Emotion: While we focus on words, since that conveys much of the specifics of a situation, the emotions can convey how they feel about the issue or need.  Note in their tone and body language, specifically, how they feel so that you can use that information to determine how to handle the situation.

Uncover the Urgency: Determine whether time is a concern, whether that’s in-the-moment or for the final resolution.  That time consideration will help you to understand their feelings better, but it will also help you to understand whether to respond by reiterating timing and next steps, or to focus more on their feelings and solution options.

Adjust to the Situation: The first 3 guiding principles ensure you get the information you need (the facts, their emotions, and time considerations) to handle the situation most effectively.  Now, adjust.  Settle them down first, addressing any anxiety, anger, confusion, or upset with the right technique for the emotion, or move directly to the issue and solutions if the negative emotions aren’t present.  Be patient if they care more about the conversation and the process, or quickly get to the point if there’s urgency involved.

When you’re engaged with the customer, get the facts, gauge the emotions, and clarify times.  Then focus on providing the best service for the situation.

To excel in service, develop your ability to change on the fly.

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