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See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

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

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Listen Even When Nobody’s Speaking – 11/10/20

Posted on November 10, 2020 in Customer Service Tip of the Week Please leave a comment

Online Chats are wonderful ways to provide customer service, except when they’re not wonderful ways to provide customer service.  Note the partial chat transcript below.  The company name has been replaced with STORE, and the location was changed to TOWN:

  • STORE Bot at 9:54: Thank you. An agent will be with you shortly to start your chat.
  • STORE Bot at 9:56: Mary T. has joined the conversation.
  • Customer at 9:56: Hi there. I visited the TOWN STORE last night for this product: EMSCO GROUP 20-in W x 24-in L x 10-in H Earth Brown Resin Raised Garden Bed Item #48620 Model #2345D
  • Mary T. at 9:57: Hello there! My name is Mary. I will be happy to assist you today!
  • Customer at 9:57: Hi. Their inventory system said they had 8 in stock, but the employee looked for 25 minutes and only found 1 – it was used. If I order it off the website for pickup at STORE, how do I make sure I get a new one, and by when would it be available?
  • Mary T. at 10:00: My apologies for the inconvenience. If on the website there is availability for being shipped it means that we have it available on the warehouse. You can ship it for free to the store the desired items.
  • Customer at 10:01: Thanks. If I order today, by when would it be ready at STORE? Also, how/when will they notify me that it’s ready for pickup?
  • Mary T. at 10:03: Thank you for waiting. I’ll be with you in just a moment.
  • Customer at 10:04: ok
  • Mary T. at 10:05: Yes! You will be receiving a notification when it is available by email.
  • Customer at 10:05: If I order today, by when would it be ready at STORE? I’d like to get it by Mother’s Day – that’s why I ask.
  • Mary T. at 10:06: May I have the item number so I can check?
  • Mary T. at 10:07: May I please have your Zip code?
  • Customer at 10:07: EMSCO GROUP 20-in W x 24-in L x 10-in H Earth Brown Resin Raised Garden Bed Item #48620 Model #2345D
  • Customer at 10:08: ZIP CODE – The TOWN Store I noted earlier is my store
  • Mary T. at 10:09: I’m sorry for the delay. I’ll be right with you.
  • Mary T. at 10:11: Yes! We have availability for pick up today at TOWN STORE
  • Customer at 10:13: I’m confused. I was there last night, and they didn’t have any in stock. Just to clarify (since they had issues finding it in the store even though it said there were 8 in inventory like I mentioned above), does that mean it can be delivered from a warehouse, or are you just seeing it in in-store inventory?
  • Mary T. at 10:15: I’ll be right with you.
  • Mary T. at 10:17: I’m sorry for the delay. I’ll be right with you.
  • Mary T. at 10:19: We have 5 available at OTHER TOWN STORE, please call at (888) 555-1212 to check availability.
  • Customer at 10:22: My focus was ensuring it was in the TOWN Store for pickup; I was trying to do a chat instead of calling to several stores myself and running into the same issue I had last night.

This was my experience.  I had to give the product model twice, store location twice, repeat the request twice, ask by when it would be ready more than twice, and then was told I needed to call a different store to determine availability.  Neither of us was – literally – speaking, and yet I didn’t feel she was listening to me.

When delivering chat-based customer service, or even e-mail customer service responses, ensure you thoroughly confirm what information the customer has conveyed and what request they’ve shared, so you address the need right the first time.

Ensure you listen, even when nobody’s speaking.

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The Masked Singer is Your Customer – 10/27/20

Posted on October 27, 2020 in Customer Service Tip of the Week Please leave a comment

I cannot get into this show.  I have to admit it.  I’ve watched bits and pieces of it several times, but I just don’t totally get The Masked Singer, but it seems like it’s all the rage!  It seems like everybody wants to guess who is in that crazy outfit.  Who is the Penguin or the pterodactyl or the chicken?  I assume they have non-bird costumes as well, but those are the only types that come to mind…

The premise of The Masked Singer is that people are singing, and you can watch them sing and watch them move, but you don’t really know who they are.  These are all famous people, and there might be a hint or two as to who they are, but that’s where the show gets interesting and the guessing begins.

Just like we talked about the TV show The Voice a few weeks ago, there is something customer service-related about The Masked Singer.  While the singer’s voice may be part of the giveaway as to who this person really is, the movement of the person, their size, and their gait also give you a little bit of an indication of the individual.  

Similarly, in customer service, you can tell a lot about a person – or at least draw some preliminary expectations of the individual and their personality – based on tone of voice and based on body language.  When you watch The Masked Singer, you’re looking for these non-verbal cues to help you identify this person.

Whether it’s on a ZOOM customer service call or it’s a face-to-face interaction with the customer, you have that short period of time to assess the situation with that customer in front of you.  You have to quickly gauge their need and have some understanding of their emotion or the perspective that they’re bringing into the conversation.  And the way you do that is by looking at their body language and really trying to understand whether they’re patient or not, whether they’re agitated or not, whether they’re angry or happy or nervous or anxious.

When you’re in front of these customers in some face-to-face encounter, use some tools of the judges and the fans of The Masked Singer.  Take a moment to go beyond the words and read a little bit into what might be the emotional makeup or the mentality that customer is bringing into the conversation by analyzing their body language.  It may help you to handle the situation much more effectively.

Assess the body language when The Masked Singer is your customer.

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Be Slowest, and Be the Best – Chick-fil-A – 10/13/20

Posted on October 13, 2020 in Customer Service Tip of the Week Please leave a comment

About one week ago, the Atlanta Journal-Constitution had an article that analyzed the results of a SeeLevel HX research engagement on the customer experience at fast food restaurants.  The results were seemingly contradictory.  The fast food chain with by far the overall best drive-thru experience was Chick-fil-A, and yet Chick-fil-A was by far the slowest drive-thru.  While the average drive-thru takes 5 minutes 57 seconds according to the study (from line entry to receipt of food), Chick-fil-A averaged 8 minutes and 9 seconds during the research.

So how can you be so slow and yet be considered the best?  Well for Chick-fil-A, one thing to keep in mind is that, on average, they had three times the number of customers in line as the other restaurants.  At the other restaurants, you’re behind 2-4 other cars when you arrive, and about every 1-2 minutes you move, but otherwise you’re sitting.  Also, when you pull in you’re usually near the ordering microphone, and you can see where people are receiving their food just ahead of you. It’s so close, yet it’s so far!!

At Chick-fil-A when you pull in, you’re often at the end of a “horseshoe” line on one side of the restaurant, and the customers receiving their food are on the other side.  There could be 10-15 or more cars ahead of you.  So even though you’re waiting 8 minutes, about every 30 to 45 seconds you’re moving forward – you feel like you’re making progress.  And when you can finally see the front of the line, you’re almost there!  All the while that you’re in line, you are being engaged by employees out in the parking lot who are taking your order, taking your payment, walking with you, and making sure that even the wait is a positive experience.

Even though you’re in line 2-2.5 minutes longer at Chick-fil-A, you’re moving more.  You’re engaged more.  And you’re having a better overall experience.

Yes, Chick-fil-A is considered the best for a lot of reasons from a customer service perspective, but one of the reasons is that even the waiting experience itself is actually far better than competitors.

Learn a little lesson from Chick-fil-A.  Find ways to be the best, even if you’re not the fastest.

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