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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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Find Your Special Sauce – 9/23/25

Posted on September 23, 2025 in Customer Service Tip of the Week Please leave a comment

When I watch a football game and I see a great quarterback (somebody who may be considered a “Star”), he might be an excellent runner, have a big arm, be able to diagnose the defense and get his team into the right play.  But he’s likely not great at everything.  Mistakes occur, interceptions are thrown, there are times when he passes and should have run…and vice versa.

I am wowed by musicians – people who can make incredible music on a guitar.  People who can play 10 different songs on a piano at the drop of a hat during a church hymn sing.  Great drummers who can somehow wield two sticks on drums and symbols while also using their feet to bang the bass drum.  But unless you’re a 1-man band (or Prince!), you’re probably not great at all those instruments.  While you may be great at playing instruments, you may not be the best singer or lyricist.

My point is that stars are stars for what they do, but that doesn’t mean that they are great at everything.

Defining Stardom

I’m sure if you’re reading this tip and you’re in a customer service role, you’re either a customer service star already or you have the capacity to become a star.  Now whether you’re that star athlete or that star musician or that star customer service professional, find your special sauce – those 1 or 2 things where you’re already greater or have the capacity to be greater, and continually strengthen it.

Define YOUR Stardom

Become a star because you know how to calm those irate customers.  Become a star because you have an incredible depth of knowledge about your organization’s products, policies, processes, and people.  Hone your skills as a star in how you engage people with your body language and your tone and how you can read others and – on the fly – adjust your communication approach to meet what will work best with them.

In this day and age, it is way too UNcommon for people to be stars in business writing, to be able to craft communication pieces and e-mails that convey the specific information, make the other person feel heard, and create clarity in a concise manner on what the next steps are, when they’ll happen, and who’s responsible.

Hone your star skills for teamwork.  Not only supporting your teammates but understanding your specific role on the team and learning how to strengthen the traits that make you such an important member of your group.

Be a customer service star by understanding what is unique about you and what you bring to the organization, to the team, to the customer.  Then make a conscious effort to build your star talents, attitudes, and attributes.

Become a Customer Service Star.

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Gain Control of the Conversation – 9/16/25

Posted on September 16, 2025 in Customer Service Tip of the Week Please leave a comment

The customer’s angry or upset or they have a complaint.  They’re very chatty or very wordy or they just want to talk to somebody.  You’re on a time crunch, and the customer obviously is not.

There are times when you need to gain control of the conversation.  It’s important for you to do so.  But it’s equally important to understand the difference between controlling the conversation and controlling the customer.

Don’t make it your goal to control the customer.  You have enough to worry about with reading your own emotions and controlling your own reactions and being deliberate in what you say and how to say it.

It’s tough enough to weave in all your knowledge and all the different options and alternatives and all of your experience in order to help the customer without having to figure out how to control the customer.

The Goals

Gaining control of the conversation is something you do to bring the emotional level down, to focus the conversation, to shorten the time you’re engaged with the customer.

With those goals in mind, let’s describe the difference between controlling the conversation and controlling the customer.

How to Gain Control

Controlling the conversation results from asking questions, particularly more closed-ended questions – the yes or no variety, the fact or figure variety.  Controlling occurs when you can intentionally and concisely make a point.  When you can segue from something they say to the decision you need to make.  It’s when you can take their broad ramblings, and get them to focus on a specific piece of information on a worksheet or on your computer.  It’s when you get to the point where you can make the next steps clear and confirm their understanding and agreement.

The next time you’re dealing with that customer who’s upset, or they lack focus, or they want to talk for a long time when you’re more time-constrained, don’t try to control the customer.  Focus on guiding the discussion to an end point.

Gain Control of the Conversation.

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LEAD them Away from Anger – 3/24/20

Posted on March 24, 2020 in Customer Service Tip of the Week Please leave a comment

Last week we addressed keeping our personal sanity.  This week, let’s discuss dealing with customer insanity.  That may not be the best choice of words, but many customers are overreacting.  In last week’s Tip, we discussed dealing with emotions of anxiety and nervousness from customers, but many customers are also quicker to frustration or anger.

I witnessed this last week when picking up dinner curbside at a restaurant.  The employee was new (1 week on the job) and had never worked curbside before that day.  The restaurant had just closed for inside serving, so this was the first purely takeout day.  The staff had to be stressed.  There were 4 cars, the 1 employee working curbside, other cars were arriving, and service was understandably slow.

I couldn’t hear much of what the other customers said to the employee, but the facial expressions and body language conveyed impatience, frustration, and a little anger.  No empathy for the employee.  No understanding for the restaurant that had probably laid off most of their workforce the prior day.

While we – in customer service – need to have empathy for customers, we can’t assume they’ll have the same for us.  They may be triggered quickly, and they may be impatient and unload emotions on us.  So, this is a good time to refresh on our LEAD technique to defuse the angry customer:

  • Listen to the Customer – Let them vent; then start asking questions with options (such as a Yes/No variety or “Did it happen Tuesday or Wednesday?”) or seeking facts. Get them to think and respond objectively, factually.
  • Empathize with Their Situation – Convey your understanding of their situation and feelings. “I can understand how this could be frustrating.”
  • Accept Responsibility – Apologize if the company did something wrong such as “On behalf of the organization, I apologize.” If there’s really nothing to apologize for, at least say the magic words “I’m sorry,” even if all you’re doing is empathizing.  Offer “I’m sorry you’re in that situation.” or “I’m sorry that it happened.”
  • Deliver on the Remedy – Then, transition to a solution. “Let’s see what we can do about this for you.”

 

LEAD them away from anger to a solution.

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