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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

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Addressing the Horror Story that Wasn’t – 9/5/23

Posted on September 5, 2023 in Customer Service Tip of the Week Please leave a comment

You may have seen the commercials for one of those garden hoses that fits in your pocket.  When you put it on the valve outside your home and turn on the water, it expands to 50 feet.  When you’re done and turn off the water, it contracts and fits right back in your pocket.

Jamie had only been at his new job for 2 weeks at the hardware store, and he witnessed just how important some of these expandable/retractable hoses are to the homeowners.  A frantic homeowner came in – somebody who had bought one of these hoses from one of Jamie’s co-workers a week ago, and the customer was upset.  She had been so excited about the new hose, but when she turned on the water, it did not expand fully; when she turned off the water, it didn’t contract.

It was a garden hose emergency!  Oh, the horror!

Now, for 99% of us, a garden hose that doesn’t fully expand or contract is not the end of the world.  And maybe to this customer, it was not the end of the world either; however, she was initially so excited about a product that was, now, not performing as designed.

Jamie’s first thought was: This customer is WAY overreacting.  But his second thought was: I better not convey that I think she’s overreacting.

Luckily, Jamie had some training on Key Principles of Situational Service.  So, he provided some Empathy, explaining his understanding of what went wrong to the customer, what she expected to happen versus how the hose actually performed.  He was Patient with her, listening and not rushing her along.  He tried to be Helpful, facilitating a resolution, whether it was initially with the use of the hose and then finally finding an alternative.  He Explained the product exchange process and Why the process was needed, and he did everything with Respect and Courtesy.

Sometimes the issues you are presented with seem like they should be no big deal, but for whatever reason, they are a big deal to the customer.

Apply Jamie’s Key Principles of Situational Service to make sure all of these situations turn out well from the customer’s perspective.

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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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