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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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Apply Selfless Service – 12/7/21

Posted on December 7, 2021 in Customer Service Tip of the Week Please leave a comment

Andrea had worked in human resources for years, and the company decided that it wanted to hire employees who were more customer service-oriented, regardless of the position.  After making that decision, they added some creative questions to the interview process.

One of the most interesting questions that Andrea had to ask prospective employees was “Are you selfless?”  The answers that she received from applicants often made her either laugh or cry.  One response was “Why do ask that?  What have you heard about me?”  Another response was “Yes I can be selfless.  What’s in it for me?”

It’s a tough question to answer if you are not a naturally selfless person.  But many people who excel in customer service excel because they are selfless.  They are very good at empathizing with others’ situations.  They are exceptionally good at trying to do what’s best for the customer or best for the company without focusing on the third option:  What is best for me?

People who are selfless try to do things based on others’ needs and issues and goals.  And they make decisions based on what’s best for the person they are trying to serve.

Are you selfless?

To take it up a notch in our customer service approach, focus less on ourselves in conversations, and focus more on others.

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Meet on Equal and Even Ground – 7/21/20

Posted on July 21, 2020 in Customer Service Tip of the Week Please leave a comment

“To be of most service to my brother, I must meet him on the most equal and even ground.”  Henry David Thoreau wrote this in 1841, and it applies almost 180 years later in customer service.

We often talk about empathy, and empathy relates to an employee having an understanding of the customer – where they’re at and what their situation is at that time.  Thoreau is referencing the same thing.  For us to be of service to others, we need to try to get on equal ground, even ground.

Where is this other person at this moment?  Is the customer in an emotional state?  Are they upset or angry or anxious?  What did they do to get to this point where they are in front of us or on the phone with us or sending us the e-mail or text?  The answers to these questions provide the “ground.”  We create a common understanding of their current footing and how they got to this place.

But for us to best serve, we must also be equal.  How can we turn that understanding of their ground into creating a position of equality?  We have to think about how we’re speaking to that person.  We have to think about the words that we use based on their situation.  We have to consider how well we listen and how well we portray that we’re listening.  We have to use some of their words when responding in dialogue to them.  We need to reflect their tone or at least a slightly softer tone when they are loud.

To be of best service to someone, understand where they are and how they got there, then consciously try to reflect them.

To best serve others, meet on equal and even ground.

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Hearing is Believing – 12/10/19

Posted on December 10, 2019 in Customer Service Tip of the Week Please leave a comment

“I just want to be heard.”

When I work with clients whose customers are the community, this is a phrase I’ve heard far too often from residents.  For retail businesses and other industries where there are many choices, often customers will take their business elsewhere instead of complaining.  But with government services, there’s often only one place to go for a particular service – the government.

Residents understand that when there are issues, a local municipality won’t be able to offer a gift card or a 10% discount on the next purchase.  Residents understand that a complaint won’t result in some compensation or possibly even a fix.  So, what do residents want?  Many just want to be heard.

Usually when a resident is venting to me about a government client, when they say that they want to be heard, they’re typically referring to two things:  The attitude and the action.  A listening attitude is conveyed when the employee is focused on them, the employee is patient about the issue, doesn’t interrupt, and is empathetic and understanding about the situation.  Residents want to know you understand what’s unique about them, possibly by stating the situation back to them.  And they want the body language and the tone to reflect that listening orientation.

But being heard also can imply action.  Maybe the employee said all the right things in the right way to the customer, but if the employee does nothing with the information, often residents interpret that inaction as not being heard.

Now, taking action doesn’t necessarily mean resolving the issue.  But at least investigate it further.  Ask a co-worker for advice.  Suggest an alternative solution.  Let them know you’ll share the concern with leaders so that similar situations don’t happen to others.  Tell them what they could do in the future so that the situation won’t arise again.  And if you did something for them, tell them that you did it.  They won’t know you took action until you tell them you did so.

Many complaining customers just want to be heard, and not until they feel that they have been heard do they believe that you care.

Convey you care by conveying you heard them with your attitude and action.

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