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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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Identify Your Point of Empathy – 1/20/26

Posted on January 20, 2026 in Customer Service Tip of the Week Please leave a comment

I was watching a webinar recently on empathy.  The speaker mentioned that empathy – to a large extent – is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others (having that innate level of concern for others’ situations and their feelings), I have also witnessed people who became more empathetic over time.  They learned what it means.  They learned the importance of it.  They intentionally strived to build their habits and skill sets to be more empathetic.

Some of us find it difficult to be empathetic because we – understandably – feel like we don’t know exactly what that other person is going through; we’ve never truly been in their shoes.  But to be empathetic, you don’t have to have had the same life experiences of the other; with empathy, we’re simply trying to create a cognitive understanding, and utilize that knowledge to serve the other person better, to treat them better.

Creating Empathy for a Situation You’ve Not Experienced

For example, the customer may be upset that they received an unexpected fee on their bank statement, and they’re complaining to you.  Maybe you’ve never gotten an unexpected bank fee, but you’ve been charged more than you expected for the hamburger or the clothing or the service on your car.

Your season ticket holder may be upset because the seats that they’ve been in for years are moving next season due to some reorganization of the grandstands.  You’ve never had this exact situation happen to you, but your monthly 8:00 a.m. physical therapy appointment was just moved to an afternoon slot because your therapist is going part-time, and her hours are changing.

The local home builder walks into your offices because she’s upset that her plans didn’t pass, and that’s going to add at least 2-4 weeks to her project.  You’ve never been in that exact situation, but you applied to take night classes, and the application wasn’t approved due to some missing paperwork, so it’s going to take longer than expected to begin.

If you’re not the most empathetic person in the world, that’s OK.  Many of us were not born with that natural inclination.  But we can learn to empathize, and it doesn’t require that we’ve actually been in the exact situation that our customers are experiencing today.

Find Something Similar, Not Something Exactly the Same

Ask some questions to truly understand their situation, think of something similar you’ve been involved with, and use that understanding to build up your own empathy for what they’re going through.  You don’t have to tell them your similar story, but use that story to at least create some internal empathy for the other person.

Identify Your Point of Empathy.

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Pressure is a Privilege, but… – 1/13/26

Posted on January 13, 2026 in Customer Service Tip of the Week Please leave a comment

When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a situation within a given game where how you perform can determine the outcome.

So, yes, in ways, pressure is a privilege, but…pressure is still pressure.

In the world of customer service, you – as a customer service professional – are under pressure a lot.  And oftentimes, you’re under pressure because of nothing that you did.  It was because of some product flaw that took place in a manufacturing plant six months ago.  It’s because of a bad experience that an attendee to an event had with one of your co-workers.  It’s about some misinformation that went out via e-mail or on the website, and now people are upset.  It’s a complaint about the facility that you didn’t build, with a policy that you did not enact, with a process that you did not design, or the price that you did not quote.

Why You’re in a High-Pressure Situation

You’re in this situation where pressure’s involved, but as I said earlier, it’s a privilege to be there.  It’s a privilege because you find yourself in this position for a reason…

Somebody thought you had potential, so they entrusted you with your responsibilities.  Somebody thought this was an opportunity for you to grow, and they wanted to offer you the chance to improve.  You exhibited empathy and understanding, and someone believed your qualities enable you to deal with challenges.

You’re experienced, and you know how to handle difficult situations.  You excel at communicating or at defusing negative emotions.  You make the company look good by how you care for their clients.

You find yourself in pressure situations for a reason.  Somebody thought you have potential, or you have great qualities, or you’re highly skilled…or all of the above.

View pressure as a privilege.

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

Posted on January 6, 2026 in Customer Service Tip of the Week Please leave a comment

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 can accomplish every day/week/month.  I like to know what the “Big Rocks” are – to use a Stephen Covey phrase – as I make sure to address these top priorities.

A pitfall I run into is that sometimes I’m so big on planning that I don’t take an action that presents itself in the moment.  I, instead, put it on the To Do List to address later.  This has been an issue of mine that I’ve been working on for years, and I’m always amazed when I see people who don’t have this same issue.

How do I know that they don’t have this issue?  I know because I witness it when I am the customer, and they are the employee.  Here are 3 examples…

Instead of telling me that they will follow up to schedule our next meeting, during the conversation they ask if I have my calendar available so we can go ahead and schedule that meeting.

There are a couple things that the employee and I will have to deal with over the next couple months, so instead of just putting that on their To Do List, they will say: While I’ve got you on the phone, do you have 5 more minutes to address two other quick points?

We’re about to wrap up our phone call, and they just described that the next step is for me to fill out a form.  Before they end the call, they say: I’ll be happy to guide you through the completion of that form right now, if you would like.

There are so many benefits to taking this approach in terms of time savings for your organization and your customer, engendering goodwill, and increasing the likelihood that timelines are met.

When laying out a next step with the customer, offer to address it RIGHT THEN.

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