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While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

Pass the Quick Impression Test - 12/30/25


Some studies have shown that people create an impression of you in less than a second when they first meet you face-to-face.  Other studies have shown that that initial impression can take up to 7 seconds.  Regardless, first impressions are quick.  First impressions are not always the lasting impression, Read more

2025 Holiday Poem - 12/23/25


We hear the word change And that change can be good, But we like things to stay same, And sometimes they should.   The weather can be wet And then dry as a bone. We know things will change, Even if all left alone.   Our customers change. Our co-workers do, too. It seems like our resources Are often too few.   The technology Read more

Make the Long Wait Feel Shorter - 12/16/25


When Greg entered the Tax Office, he was thinking only about two things: (1) How he was going to get the tax value on his home reduced, and (2) Whether the wait would be 1 hour or 2.  He checked in with the navigator who asked a few questions, Read more

When Kindness Means More in Customer Service - 12/9/25


Since a large part of the work we do at CSS includes customer research, we have seen tens of thousands of comments over the years about staff, and it is great to hear the positives that customers, fans, and account holders say about our clients’ team members. One word that Read more

Don’t Create the Second Complaint - 12/2/25


Maria was upset.  Rightfully so.  The product delivery was delayed, she couldn’t get anybody on the phone, and nobody would reply to her e-mails.  So, she went down to the store, and she found a customer service representative. After the initial greeting, the employee listened to Maria’s complaint.  While Maria Read more

Refresh on the Reasons to Appreciate the Customer - 11/25/25


This is a great time of year to give thanks, not just because it’s Thanksgiving week in the United States, but also because – with 2025 coming to a close - it gives us the opportunity to do some reflecting on the recent past. The idea of reflecting on reasons Read more

Confirm the Customer is Cleared for Takeoff - 11/18/25


An airplane pilot is told when they’re “cleared for takeoff” before they begin to accelerate down the runway.  The air traffic controller (ATC) has looked at everything in front of the pilot, on the runway and in the air space, and checked to ensure the pilot is good to Read more

Build Relationships with First-timers - 11/11/25


We’ve worked with one of our sports clients for over 10 years, and although the main focus of our work is research with their fan base, we also provide informal consulting advice and guidance whenever possible.  One approach we’ve talked about on and off for years is the need Read more

Last Impression Faux Pas - 11/4/25


Rightfully so, many customer service experts harp on the importance of the first impression.  It happens quickly, and it can impact the individual’s perception of you and the organization.  We even wrote a Tip of the Week on this years ago called First Impression Faux Pas. What many people tend Read more

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Effectively Teach the Customer – 7/28/20

Posted on July 28, 2020 in Customer Service Tip of the Week Please leave a comment

The 1985 Harris and Rosenthal research project conveyed what really improves student learning based on the interaction with the teacher.  The top two factors that teachers used to increase learning were (1) The duration of the interaction with the student and (2) The encouragement of the student.  In 3rd and 4th place were gestures and smiles, and since we talk a lot about body language, will defer those for now.

So, let’s talk about the top two and how they relate to customer service.  Oftentimes, you are in the role of being a teacher to the customer – particularly in this COVID-19 world where we’re having to do things differently, where customers are having to do things differently, or customers are often having to do things for themselves.  If we want them to retain what we teach, we need to shift some of the past paradigms in the customer service world.

Longer Conversations – First, a short customer conversation may be good for a call center’s handle times, but it’s bad for a customer’s learning.  Increasing our patience, planning for more time with customer encounters, and ensuring customer understanding of processes, activities, and expectations – these actions have the greatest effect on how well the customer learns what we’re teaching them.

Encouragement – Second, it’s not just a matter of conveying the right information and allocating the time to it.  It’s also a matter of encouraging the customer. I know we don’t often think of ourselves as the coach to the player as employees to the customer, but when we are helping them to help themselves and expecting them to do things differently, we need to encourage them just like coaches encourage players.  We need to give them positive feedback just like teachers should with students or – for that matter – we should with each other.

When you find yourself in the role of educating others, allow for longer interactions with customers, and ensure the content is complemented by your encouragement of the customer.

Be a great teacher to your customers.

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Meet on Equal and Even Ground – 7/21/20

Posted on July 21, 2020 in Customer Service Tip of the Week Please leave a comment

“To be of most service to my brother, I must meet him on the most equal and even ground.”  Henry David Thoreau wrote this in 1841, and it applies almost 180 years later in customer service.

We often talk about empathy, and empathy relates to an employee having an understanding of the customer – where they’re at and what their situation is at that time.  Thoreau is referencing the same thing.  For us to be of service to others, we need to try to get on equal ground, even ground.

Where is this other person at this moment?  Is the customer in an emotional state?  Are they upset or angry or anxious?  What did they do to get to this point where they are in front of us or on the phone with us or sending us the e-mail or text?  The answers to these questions provide the “ground.”  We create a common understanding of their current footing and how they got to this place.

But for us to best serve, we must also be equal.  How can we turn that understanding of their ground into creating a position of equality?  We have to think about how we’re speaking to that person.  We have to think about the words that we use based on their situation.  We have to consider how well we listen and how well we portray that we’re listening.  We have to use some of their words when responding in dialogue to them.  We need to reflect their tone or at least a slightly softer tone when they are loud.

To be of best service to someone, understand where they are and how they got there, then consciously try to reflect them.

To best serve others, meet on equal and even ground.

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When Customers are…Jerks – 7/14/20

Posted on July 14, 2020 in Customer Service Tip of the Week Please leave a comment

Some people are a little extra…uh…difficult to deal with these days. Customers may have concerns or complaints – many of which are justified. But some customers act like…well…jerks. They’re not kind or understanding or have any idea how poorly they treat others. They’re obnoxious and yet, we still have to serve them.

So when you’re engaged with a customer and the phrase (“What a jerk!”) pops into your mind, let that acronym – J.E.R.K. – help you deal with them:

  • Just calm yourself down. Don’t match emotion for emotion – that will just raise the tension and lengthen the encounter. Remember their negativity is not about you – even if they’re directing it AT you. Use the techniques that work best for you for calming your mind and your pulse.
  • Empathize with them. Empathy always is a key ingredient in reducing emotion, because it takes away the sense that they’re in a fight. It makes them feel that – while you may not be “for” them – at least you’re not against them. Show that you understand their situation even if you don’t agree with their point.
  • Redirect toward a solution. The longer you’re mired in a talk about who’s to blame or what went wrong, the longer it can take to get it right. Yes, let them speak their peace, but segue to discussions of next steps, what you or they can do, what it would take to get it right.
  • Know your Plan B. Who do you go to or bring in when “JER” doesn’t work – a supervisor, security? What compensation can you offer – the remuneration tools the company provides or the alternatives that you can suggest? Can you take down the information and call them back at a specified time? Know what Plan B’s are available for you in these types of situations.

 

Do your best to do what’s best…when the customer is being a J.E.R.K.

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