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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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6 Common Sense Responses to Customer Service Encounters – 6/30/20

Posted on June 30, 2020 in Customer Service Tip of the Week Please leave a comment

I’ve run into this personally and professionally, and it drives me batty! Sometimes there’s a lack of common sense in the customer service provided by companies. And often that lack of common sense is due to the preference of a business to provide service in a certain method, to stick to scripts and procedures, and to prioritize checking-off a task over actually helping a customer.

To ensure your organization provides Common Sense Customer Service, let’s walk through some basics that address how to serve customers based on how they reached out to you…

  • If the customer e-mails, give them answers in the e-mail; possibly offer a phone call as an option to get more information, but don’t make a call the ONLY option for ANY information. Give them an answer via e-mail, even if it’s just preliminary or partial, and offer a link to a specific web page.
  • If they e-mail a request or call in, don’t assume they’d prefer to visit your facility to address the need. Offer ways that they can get the need met without the effort of the onsite encounter.
  • If they call to talk to someone who can help on an issue, assume they want to talk to a SPECIFIC PERSON THEN who can help; they’d prefer not to get to a voice mail, not to repeat their need 3 times to 3 different people, not to be told to “go to the website.”
  • If they walk-in, expect a longer conversation than a call. If they spent an hour planning and conducting a roundtrip visit to see you, expect more than a 2-minute conversation.
  • If they walk in with nothing, assume they may want to walk out with something. Be prepared to write down information for them, to offer a handout, to print a key page off the website.
  • If they communicate via an online chat and convey the details of the situation at the start of the chat, assume they expect you to read that statement and not ask them questions they’ve already answered.

 

Sometimes the key to effective customer service starts with common sense. Base your response, in part, on how they reached out to you.

Do your part to make Common Sense Customer Service a common practice.

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Tire Dealers Becoming Teachers – 5/19/20

Posted on May 19, 2020 in Customer Service Tip of the Week Please leave a comment

I recently needed two new tires for a vehicle, and I first went to the tire dealer’s website to find some options.  The site’s look/feel and ordering process had changed, and I didn’t see a tire I wanted, so I called the store to make an appointment.

When I arrived at the tire store (a place I’d been to 15-20 times), it was very different due to COVID-19.  There was a tent outside with chairs about 8-10 feet apart.  There was a small sign with different directions based on whether you had a scheduled appointment or were a walk-up. The door you normally enter was locked.  The inside experience was different – there was no coffee or water while you waited.  People were asked to wait outside or sit in their car while the tires were changed.  You drive your car into the garage and drive it out of the garage regardless of whether you were in the car while the tires were being changed.  There’s no exchange of paperwork unless you requested a small printed receipt when paying.

Virtually everything changed, and to make it work, the customer had to do their part.  I asked the employee checking me in how it was going with the new setup, and he said it’s going OK, but “the customers are not reading the signs.”

Customer v. Company Roles

Whereas a customer has a role in their own service experience, particularly in an environment like this, the company has the role to teach that customer about the new experience and the customer’s responsibilities.  The company has a role to confirm the customer’s understanding.  The company has the role to ensure the comfort and confidence about what’s going to happen.  The company has a role to explain those next steps and timeframes and then, as always in customer service, deliver on the expectation they set.

When the customer has to learn a new way to do business with your company, realize you are in teaching mode.  Don’t make your customers become experts in your processes.  Make it easy for any customer to have a great experience, even under these new circumstances.

Bring simplicity into your service system, and teach customers how to have a great experience.

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Assuming the Solution – The Great Time Waster – 12/3/19

Posted on December 3, 2019 in Customer Service Tip of the Week Please leave a comment

Here are 3 customer service scenarios for a college IT department:

  1. A staff member calls in and says that they’re having trouble logging in.  The employee responds:  “I can reset your password for you.”
  2. A faculty member calls IT and says: “I need help showing a video during class next week; do you know Meredith?”  The employee says “Oh, I know Meredith; let me get you in touch with Career Development where she works.”
  3. The employee asks the staff person from the other department “do you know what the status is on that work order?”  The other individual responds “I’m trying to get to it as fast as I can; I’ll put a rush job on it for you.”

One reaction to these scenarios is that the person responding is being very proactive.  They are jumping on the request and coming up with a quick solution or next step. Unfortunately, these are conversations where assumptions took place, and each assumption was wrong.

In the first case, the login difficulty had nothing to do with the password.  In the second case, Meredith had worked with IT before and was suggesting that the faculty member contact IT for support.  In the third example, they weren’t looking for a rush on the work order.  They were seeking an update just to make sure it would be done when needed.

Many customer service people are so responsive and so willing to help that they can run to the next step to try to get the ball rolling and to resolve an issue.  But if that’s done before clarifying and confirming what that real issue may be, they may be solving a problem that doesn’t exist.  They may be taking action down one path without realizing they’re going in the wrong direction.

These are examples we saw at a University client years ago, and these are examples that we see in mystery shopping that we conduct for clients today.

Be proactive. Be responsive. Take action on behalf of the customer.  However, first make sure that you clearly understand what they’re seeking before you take that action.

Don’t assume the answer and waste your time and the customer’s time as well.

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