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View Quality through the Customer’s Eyes - 10/14/25


Geri had been dealing with backups in the downstairs plumbing system of her house on and off for the past year.  The most recent company that she called in to unclog the pipes stated that they could send a camera down the pipes and tell her exactly where the Read more

Be Supportive, Not Defensive - 10/7/25


[An employee on the phone with a customer…] Who told you that you didn’t have to submit that form? … Bob?  Oh brother!  You see Bob is our “special” co-worker.  He seems to always tell customers the wrong thing to do, and we’re having to clean up after him.  Read more

Some Customers LOVE Predictability - 9/30/25


I was facilitating focus groups of businesses that utilize local government services.  The phrase that popped up multiple times was “Time Is Money!”  What these municipal customers were conveying was that their time was valuable, and delays were wasting their time.  But the conversations were not just about how Read more

Find Your Special Sauce - 9/23/25


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 Read more

Gain Control of the Conversation - 9/16/25


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 Read more

Complement with a Compliment - 9/9/25


We perform many tasks for our customers every day, and when we’re done with a step in the process, oftentimes we will tell the customer what’s been done.  But if we want to create more of a WOW experience, if we want to make the customer feel a little Read more

When Patience Begets Patience - 9/2/25


Jennifer, the server, walked toward the couple in the restaurant.  The customers had been seated for a minute or two, and they noticed the server was walking briskly toward their table.  Jennifer recognized the couple she was about to serve, because they had been in the previous week. Since the Read more

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

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Bank on Higher Level Service – 9/25/18

Posted on September 25, 2018 in Customer Service Tip of the Week Please leave a comment


In the recent Bloomberg article “Some banks are giving tellers more to do and better pay,” a Goldman Sachs survey is highlighted. It notes how more and more people are going to digital means to find answers to questions through self-service, and then they go to tellers or a branch if they can’t find the answer. Essentially, the article talks about how so many of the more common questions and inquiries are addressed without ever going to a human being.

So, what does this mean for the frontline staff?

Employees Deal with More Complexity
It means that when staff get questions, those questions are typically more complex. Therefore, they need to be well-versed in higher-level issues and challenges and with software applications that might not have anything to do with their own business. Maybe it’s a Venmo request, but they’re calling a bank that has nothing directly to do with Venmo. Maybe it’s a PayPal question, but their bank has no formal relationship with PayPal.

Customers Already Invested Time
Another consideration is that, if the customer didn’t find the answer to their question via the self-service methods, then they’ve already gone through a process and spent time on an issue before they ever get to a person. Therefore, they have already invested time and energy, and their patience may be waning. There may be more of a sense of urgency in their request.

Customers are Frustrated with the Lack of Results
Third, since they attempted to do this on their own and they could not, they might have a greater likelihood of being frustrated when the conversation starts. They’ve already made the attempt and not found the answer. So these frontline employees are being asked higher-level questions about other sources of information or other services that might not relate directly to their company. They are dealing with customers who have already invested time and energy, dealing with customers who may be frustrated with the lack of results from that expenditure of time and energy.

When you’re on the phone with the caller today as opposed to even 10 years ago, make sure you’re aware of those other features and functions and sources of information that your customer may go to first. Make sure you know the higher-level answers and have the patience to deal with folks who might have a sense of urgency because they’ve already spent time looking elsewhere. And make sure you understand that people might be upset with something that has nothing to do with you – maybe it’s a lack of an answer from another source – but now they’re not only coming to you with a higher-level need, they’re coming to you with a little bit of frustration as well.

In this digital world, have a sense for what the customer has gone through as a part of even getting you on the phone, because oftentimes you’re not the first source; yet, you’re dealing with a customer and the emotional baggage that their encounter with that first source left behind.

Bank on Higher Level Service.

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The MOST Wonderful Time of the Year? – 12/19/17

Posted on December 19, 2017 in Customer Service Tip of the Week Please leave a comment


As the song says, “It’s the MOST wonderful time of the year.” True, and it can also be the most stressful time, and in business and the world of customer service, it can easily be the most HECTIC time of the year.

In healthcare, people are trying to get procedures done before year-end. In retail, many businesses are getting 70%+ of their sales in the last quarter of the year. In sports, the football, hockey, and basketball clubs are still playing games.

So, the customer-facing work is often crazy-busy, but the employees’ lives are also different. They’re shopping, planning to see family and friends, dealing with kids being out of school, trying not to go over personal budgets, and trying to keep a good attitude without burning out on the holiday before it even happens.

This is all to say that a hyper-focus on the customer at this time of year is understandable, but it has to be balanced with a sensitivity to the employees serving those customers.

Staff may want or need flexibility. They may be overwhelmed by the constant pressures and non-stop action of work and home, the lack of sleep, the desire to get things done. They may need an occasional mental break, an empathetic comment from their boss, or the “gift of time.”

This should be the MOST wonderful time of the year, but often that time is so jam-packed that an organization’s greatest asset – its people – aren’t feeling the love and joy.

Find ways to provide flexibility, understanding, and the gift of time to staff.

Find some balance for the good of your team.

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Their Tone is “a Tell” – 4/4/17

Posted on April 4, 2017 in Customer Service Tip of the Week Please leave a comment


On March 14 we shared a Tip on how to read a customer’s body language, then how to use that reading to refine your response.

You can do the same thing with the other person’s tone of voice. Whether they’re Angry, Afraid/Anxious, or Sad, the emotions can be conveyed differently through the voice. And some of these emotions require you to respond differently.

Those that are angry typically have these characteristics of their tone of voice:

  • Loud voice
  • Emphasizing every syllable (particularly if loud)
  • Emphasizing negative words
  • Rapid speech
  • Interrupting you
  • Potentially high pitch.

 
Those that are afraid, anxious, or sad typically have these characteristics of their tone of voice:

  • Series of pauses…um’s
  • Talking in a monotone voice
  • Wavering tone
  • Breaks in the strength
  • Potentially rapid speech
  • Potentially high pitch.

 
Along with listening to the other person’s words, listen to their sounds. Pay attention to the detail. It will inform your approach – which is different for anger reduction as opposed to reducing anxiety. It will tell you whether to gain control of the conversation through questions, empathy, and apology (for anger) or whether to build credibility by conveying your experience in working through situations like theirs and creating comfort by clearly describing what needs to happen next to resolve the issue (for anxiety or sadness).

The customer’s “Tell” is the voice – not necessarily just the words. And how should you respond with your own voice in these emotional situations? Keep in mind:

  • Lower and Slower – It’s hard for an irate person to continue to yell at someone speaking softly, and a slower pace reduces the energy in the conversation.
  • Inflect for Interest – They want to feel like you care; convey caring by avoiding the monotone; instead, use periodic inflection when engaging.
  • Key Word Emphasis – Highlight with your voice (with pauses or a slightly modified tone) those specific words that convey understanding, empathy, caring, and key next steps.

 
Always listen to the other person’s words, but also listen to the sounds they convey; the sounds often share the emotions that the words can hide.

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