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Change on the Fly - 5/30/23


Situational service requires some advanced engagement skills.  It involves seeing each situation independent of any others, reading the moment, and changing on the fly to create the best possible customer experience and outcomes.  So, what are some keys to situational service?  Keep these guiding principles in mind: Start Open-minded: When Read more

Try an Empathy Exercise - 5/23/23


We often note that empathy is the most important quality to have in order to be great at customer service.  Empathy enables you to view people uniquely.  It helps the customer not to feel like just a number.  And the more we can view people as individuals, the better Read more

Time is of the Essence - 5/16/23


Time is precious.  There’s no time like the present.  Your time is valuable.  Timing is everything.  Children spell “love,” T-I-M-E. There are many great quotes that reference time.  And part of the reason is that time can be considered somewhat finite; at least within the day, it’s a limited resource.  Read more

Perpetuate Positivity with the Customer - 5/9/23


We’ve written many Tips on how to deal with various negative customer emotions.  Those emotions could reflect anger, fear of the unknown, upset, anxiety, or nervousness.  But instead of talking today about how to deal with their negative emotions, let’s talk about how to engender some positive emotions. We want Read more

Are You in a Position? - 5/2/23


Last week’s Tip compared Perspectives and Positions, and we noted that when people have a perspective on a given topic or issue, that’s often useful.  However, when people are more focused on their position, things can get testy. One topic we didn’t fully address last week was the definition of Read more

De-escalating Conflict in Customer Service - 4/25/23


Conflict can be very healthy and productive.  You and your customer are taking different perspectives, but if you have the same goal and you focus on what you’re trying to accomplish, the different perspectives may lead to an interesting approach or a mutually-beneficial solution. If the decision was up to Read more

Why a Home Run Swing Whiffs - 4/18/23


ACME Tree Service showed up at Nancy’s house to provide an estimate for trimming some trees.  The sales consultant looked at the trees and their proximity to the house, and he quickly wrote up a bid.  Heavy trimming on 9 trees.  Heavy price tag.  It was a quick conversation Read more

Communicate Crisply - 4/11/23


I try to make these tips around 300 words, but oftentimes I’m North of 400.  I work hard to pare down the words because I don’t want one or two core points being lost in a barrage of verbosity. Phrases like lost in a barrage of verbosity are the things Read more

Improve Co-worker Rapport to Improve the Customer Experience - 4/4/23


The movers were packing up the house.  It was a stressful time for Janine.  She was having to move her aging parents to a new city in a new State to help care for them.  The parents were leaving behind friends and a community where they’d lived for most Read more

G.A.B. – The Survey Guiding Principles - 3/28/23


You’re excited!  The company has okayed your conducting a survey, and you immediately think of a half dozen questions you want to ask every customer.  You document your questions, get input from others, and all of a sudden you have a Word document with 36 questions instead of 6.  Read more

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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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Use Privacy to Keep the Peace – 2/20/18

Posted on February 20, 2018 in Customer Service Tip of the Week Please leave a comment


When conducting a Service Excellence Training session for an education client, I asked the staff from Student Services to describe situations where they encounter irate students. One of the employees noted how – when you correct the student or try to educate him on his part in the process – the conversation can either go really well or really badly. A student can either listen, understand, and move forward, or they can throw a royal fit. What’s the difference? The difference is WHERE the conversation takes place.

If the employee is noting what went wrong or telling the student that they needed to have taken some actions before showing up and they’re surrounded by students, the conversation can go negative very quickly.

However, the same conversation can take place with the same information presented by the employee in the same way, but where it takes place can elicit a totally different reaction.

The difference? Embarrassment.

The student can easily react defensively or angrily if information that puts them in a negative light is conveyed in a public environment. While this may seem intuitive, too often employees are engaging the student, the client, the patient, the family in a conversation in a public location that serves to do nothing but heighten the emotions of the customer.

In customer service, the privacy of the customer is actually your friend. Find ways to convey in a more private setting not only the bad news but also information about anything that the other person should have done or should have known.

Ensure that what you say doesn’t create an irate customer situation simply because of where you say it.

Use privacy to keep the peace.

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It’s About Leadership and Appreciation – 7/5/16 TOW

Posted on July 5, 2016 in Customer Service Tip of the Week Please leave a comment


CSS does a lot of work with local government, education, and healthcare organizations. They all have a great deal in common. They typically have tons of customer interactions using various methods – phone, in-person, e-mail, etc. They have many policies, procedures, regulations, and laws to which they must adhere. They’re typically mid-to-large sized organizations, and creating an engaged and aligned workforce can be a challenge.

We’re working with one client in particular on culture change, and in a recent survey of staff, we asked them to describe their desired culture and what’s needed to create it. Two themes came up repeatedly in response to the “What’s needed” question – Leadership and Appreciation.

Leadership. Many staff said that the culture needs to start with leadership. Managers need to model the organizational values and customer service standards. Executives need to treat the staff like they expect staff to treat the customers.

Appreciation. In these types of organizations, legal, political, and financial barriers limit the amounts and types of financial compensation, incentives, and rewards that can be provided to employees. So in this survey, staff focused on Appreciation. They wanted to be recognized for good work and behaviors that align to the organizational values. They liked some of the initiatives that the organization had already put in place that enable staff to recognize each other. They wanted to feel valued, and that sense of being valued is in part driven by the Appreciation of their attitudes, skills, knowledge, and quality work.

An engaged workforce – having employees truly passionate about the company, its customers, and their role in the success – is not easy to create, but it can be done.

And it starts with a concerted effort to address two themes.

Start with Leadership and Appreciation.

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