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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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Being the Emphatic Employee – 9/6/22

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

Empathy is the key quality of somebody who’s great at customer service.  We talk about it often – what it is, how to convey it, what it looks like, and how it makes the customer feel.

But along with knowing how to be empathetic, we also need to know how to be emphatic.  There are many times when the customer lacks confidence or clarity, they are uncertain or anxious.  And it is part of our role to build that confidence, convey more clarity, and offer certainty to help overcome the anxiety.

To fulfill that role in our conversation with our customers, we can be emphatic with our words.  For example, it’s more emphatic to say “I will do ABC…” than to say “I think we can do ABC…”   It’s better to say “This will definitely help” than to say “This should help.”

It’s better to give a shorter answer than a longer answer.  It’s better to say “Yes,” then go into the description.  That immediately answers the question, emphatically.  That’s preferable to saying “There are a lot of different factors that come into play and for this particular situation…”  Again, we’re trying to create certainty and clarity.  It’s easier to be clear in a 3-word answer than in a 33-word response where the answer is somewhat hidden in the statement.

To be emphatic, think about more eye contact, more nods.  You’re reaffirming what you’re saying while you’re saying it.  Have body language that is complementary.  Use good posture, have more concise arm and hand movements just like your wording is more concise.

You can be positive while being emphatic to build confidence, convey clarity, and offer certainty to overcome anxiety.

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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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