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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

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

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Hard work never killed anybody, but why take a chance? – 9/8/20

Posted on September 8, 2020 in Customer Service Tip of the Week Please leave a comment

This is a quote by Edgar Bergen.  He’s one of the most famous ventriloquists of all time, but I guess he wasn’t necessarily one of the hardest workers of all time.  By sharing this quote, I am not supporting the idea that we shouldn’t work hard…or am I?

We only have so many work hours in the day – hopefully we have some time for our personal lives and for sleep. But the work is still there to be done.  The question is, how do we find ways to work less hard?

I’m not suggesting we find ways to be less productive or less quality-oriented or less customer-service oriented.  I’m just posing the question:  How can we find ways to work a little bit smarter and a little less hard?

Ask yourself a few questions:

  • When do I write things on paper that I have to keep track of and manage (or rekey into a computer) which I could instead log directly into the computer and save?
  • When do I touch a document or a project or spreadsheet or report or an e-mail 3-4 times, when I could touch it once?
  • When do I copy 5 or 10 or 20 people on an e-mail who all now have to read that e-mail, when I could copy 1 or 2? Similarly, when do I get copied unnecessarily when I could reach out to those senders and let them know they don’t need to copy me under certain circumstances?
  • Could I do a better job of planning my day today – and working my plan today – so I don’t have to constantly think today about what I need to be doing tomorrow?
  • Is there a report or document that I produce once a week that I could stop producing and no one would ever notice or ever care?
  • If I slept an extra 10 minutes or drank an extra cup of water or ate 1 less candy bar (Milky Way is my preference), would I be able to work a little shorter day and have the energy to get a little bit more done?

 

These are some simple questions, and if we can come up with answers to a few of them and implement solutions, maybe we would find ourselves working a little less hard and yet being a little bit more productive, more focused, more energetic, and producing a little higher quality work.

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Never Before… – 8/4/20

Posted on August 4, 2020 in Customer Service Tip of the Week Please leave a comment

The importance of customer service is at the forefront again in our economy.  We noticed this clearly in the early 2000s when the country’s economy struggled, and we noticed it again during the Great Recession several years later.  Today, with yet another set of unexpected and extreme economic challenges, companies are fighting to keep customers.  They’re coming up with creative ways to change the customer experience.  They are trying to identify unique opportunities to provide customer service in a way that works best for the customer.

We’re seeing enhanced delivery of services and packages.  We’re seeing the offer from businesses to take products out to customers while they are in the car.  We see employees wearing masks and facilities being sanitized like never before.  We’re seeing acceleration of technology options for customers to browse and to buy and get their questions answered.

But the products themselves remain relatively the same. The services themselves remain relatively the same.  The programs themselves remain relatively the same.

So, what is different?

We’ve always defined customer service as the Attitude (and skills, knowledge) conveyed by employees and the Processes within which the customer experiences the service and the product.  These are the areas where companies are making significant change.  They are improving customer service by improving Attitudes and Processes.

Companies are realizing the importance of retention and the value of the customer more and more, and they are finding different ways to deliver the same product.  They’re more overtly appreciative of the customers they have and those that are taking the steps to stay with the businesses.

There are many lessons learned here, but the one key takeaway is that customer service matters.  Customer service adds value.  Customer service leads to higher retention and sales.  And customer service is about serving the customers in a manner that would work best for the customer.

The keep a customer, find out how to best serve the customer.

Serve like never before.

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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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