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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

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

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The Good, the Really Good, and the Ugly of Customer Service – 8/30/22

Posted on August 30, 2022 in Customer Service Tip of the Week Please leave a comment

Here are three helpful customer service stories.  They may not be from your specific industry, but it’s always good to learn from others.

The Good…

Paula submitted a ticket to the I.T. vendor.  Below the signature line in the reply she received was the following:  Please share your comments or needs with us.  We are constantly improving our services by being good listeners.  You can contact Jim Smith, CEO of Acme Paper Products directly to voice the good, bad and ugly.

The Really Good…

I read this article a couple months ago:  3 Customers Showed Up at a Starbucks as It Was Closing. The Barista’s Response Was Completely Unexpected. The customer showed up 3 minutes late after closing, but the employee still took and filled the order.  At the drive-through window, after the customer apologized for ordering after hours, the employee said: “No problem. We love making your favorite drink, and we’re always happy to make it!”

The Ugly…

Robert needed to contact a DMV fraud department.  The website said they are open Wednesday/Thursday 9-10am.  He waited from Friday to Wednesday to call them.  He called Wednesday, and the phone line said they are open Monday/Tuesday/Thursday 8-10 am.  So, he waited another day and called during open hours.  The phone tree said, “We won’t respond to messages left on this line,” and then it told him to leave a message.

Look at these three stories, and find your own lessons learned for yourself or for your organization. See what good you can pull from each, and try to avoid the ugly from story #3.

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Ask: What is your goal? – 6/14/22

Posted on June 14, 2022 in Customer Service Tip of the Week Please leave a comment

Through these Tips, we’ve shared our technique about how to meet the customer’s need right the first time.  It’s a conversation – a give and take with the customer where you hone in on what their true need or concern is, seeking more clarity to more quickly get to the right solution.

But sometimes we start by wanting to offer our solution, thinking that’ll move the conversation along.  Sometimes we’ve heard some customer statements so many times in the past that we make assumptions that this customer’s situation is the same.  Sometimes we just ask close-ended questions, and we miss certain key details because we don’t ask the question in a way that uncovers those little nuances.

In other words, we are human, and sometimes we don’t handle the conversation as effectively as we should.  We have the best intentions, but the conversation doesn’t have the best outcomes.

So, when you’re thinking about uncovering the customer’s need, try to start more broadly, asking key questions before you narrow down to the specifics of the situation.

What’s important to you?  What is your goal?  What are those issues or concerns that you need resolved the most?  What are those one or two priorities for the future?  How are you hoping things will be different 6 months from now than they are today?

By asking these broader questions, it not only gives us some information, but it also helps us to frame our follow-up questions.  Because we understand what is top-of-mind for them, we can tailor our questions to get more details so that we can help them achieve their goals.

In addition, if we understand their goals, we can continually relate our solution back to how it will help them achieve their goals.  In other words, it’s easier to get them to buy-in to our solution because we’ve tailored it to address their priorities

To meet the needs right the first time, use broad-based questions to give them an opportunity to share, then align what you suggest to what they said.

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Make it Sincerely Yours – 6/7/22

Posted on June 6, 2022 in Customer Service Tip of the Week Please leave a comment

I’d like to hear more.  I’m sorry about the situation.  Resolving your issue is important to me.  We appreciate your business.  Thank you for bringing this to my attention.

These phrases are generally well-received depending on the situation.  But we want to make sure when we’re speaking to others that we avoid speaking like we’re just reading a script.  Oftentimes, the best word to describe how you should deliver this message is to deliver it Sincerely.

Now, what does sincerely really mean?  How can we be sincere, say something sincerely, and come across with sincerity?

Sincerity conveys that you are speaking the truth.  It suggests that that issue is important to you, that you are truly sorry, that you really do appreciate the customer’s business.

To sincerely convey a message is to impart to the other person that what you’re saying comes from the heart.   It conveys that what you’re saying is genuine – the words and emotions you’re conveying are real.

So it’s about speaking the truth…from the heart.

And sincerity avoids falsehoods, feigned concerns, condescension, or the impression that you are saying one thing but mean something else.

Go beyond the words with a customer, include a sense that you truly believe what you say, and convey you care for the other person and their situation – Make it Sincere.

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