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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

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

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The Resourceful Rep – 3/16/21

Posted on March 16, 2021 in Customer Service Tip of the Week Please leave a comment

One of our clients is seeking to develop Customer Service Standards.  We’re working with them to identify those key expectations of staff that will enable the organization to deliver a consistent high-level customer experience.  One of the key attributes that this organization is seeking from its team members is resourcefulness. So, how can you become even more resourceful?

There are two primary keys to resourcefulness.  One is having the assets that you can bring to bear to address a given issue, need, or goal.  The other is having the creativity to formulate a plan or a response in using those assets.

List Your Assets

First, formulate your own list of assets.  An asset could be a subject matter expert in your company, a key contact in another division, or some other constituent or stakeholder or supervisor with a great deal of knowledge on specific topics or about specific customers.  An asset could be the knowledge base in your system.  An asset could be some past correspondence you had with a similar customer or about a similar situation.

As you can tell, the assets can generally be people, technology, or content that is categorized or organized in such a way that you can quickly find a related situation or customer type that you’ve supported in the past.  Create that list of assets so that you can more quickly meet the need of the customer.

Let Your Creativity Flow

Second, to creatively formulate the plan, you need to be able to think differently.  Let’s say that your customer cannot make their payment by the due date.  You start asking yourself: Who in my organization has expertise in dealing with situations like this and has resolved these types of issues previously?  What list of related FAQs exist?  What are some past e-mails or documents that I’ve utilized in similar situations that I can access to help this person as well?

Instead of just considering what you alone can do in this situation, expand your thought to consider who you can contact, what might be the standard answers, or what has proven successful with these types of customers or in similar situations.

To be resourceful, create that list of assets that you can bring to bear in customer situations. Then, take some of the burden off yourself by tapping into the people, technology, and communications that have helped you to succeed previously.

Use your assets and creativity to become the Resourceful Representative.

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Bring Warmth During Winter – 12/29/20

Posted on December 29, 2020 in Customer Service Tip of the Week Please leave a comment

Winter is upon us.  Now, winter can mean different things to different people in different regions, but just the word conjures up cold.  It conjures up visions of snow.  It conjures up feelings of wind and lack of warmth.

Although some of us may like the cold at times of year or around certain seasons, we don’t like the cold at the start of a conversation.  And oftentimes, customer service representatives can come off as being cold right at the beginning of a customer conversation without ever meaning to do so.

The customer makes their request, and this is how the employee responds:

  • What’s your account number?
  • What’s your name? What’s your phone number?
  • To confirm your account, I need your mother’s father’s wife’s daughter’s maiden name…spelled backwards.

 
While all this information might be valuable, there is typically little warmth associated with the words.  There’s virtually no communication of wanting to help that person or caring about that person’s needs that’s conveyed through the phrases used by the employee.

By simply responding to a request with a few key words or phrases, the conversation can start much warmer, much more pleasant, and take no more time than 1-2 seconds additional.  How about starting with:

  • I will be happy to help you with that request.
  • We can definitely address that for you.
  • I can help with that right away.
  • Great! That’s something I can take care of for you.

 
Simply sprinkle a “happy” or a “definitely,” a few “for you” expressions or “I can help” into your initial response to the request, and the tone and warmth of the conversation will start in the right direction.

Bring warmth to the beginning of your customer conversation.

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2020 Holiday Poem – 12/22/20

Posted on December 22, 2020 in Customer Service Tip of the Week Please leave a comment

When in the role of customer service,
We are wired to give and give.
It’s built into our DNA.
It’s simply the way we live.

In order to give to others,
We need to find ways to give them their fill.
We need to pour empathy and openness into them.
To serve, we need to have that will.

But we can’t fill others to the point that we’re empty.
We cannot give if we’re down to the last drop.
We always need to find a new reservoir.
We need to make sure that the cracks and leaks will stop.

One of the greatest ways to refill our bucket
Is to have our share of hope.
One of the greatest ways to rebuild our energy
Is now within our reach and scope.

As you’re going through the holidays,
And you’re thinking about what is next,
Take hope in a healthier new year.
Take hope in lesser stress.

Take hope in more joys and successes.
Take joy in more rest and peace.
Take joys in a 2021
That should be better than this year, to say the least.

So, realize this is the time to fill your bucket.
This is a time to shout HOORAY!
For these holidays are a precursor
To what we hope to be better days.

Happy Holidays!

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