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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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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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Read their Wordless Emotions – 3/14/17

Posted on March 14, 2017 in Customer Service Tip of the Week Please leave a comment


Consumer research studies have shown that customers who engage employees typically bring 1 of 5 emotions into the conversation: Anger, Fear, Sadness, Contentment, or Happiness.

Let’s focus on the first 3 – the tougher emotions of Anger, Fear, and Sadness. They are very different emotions where – in the first case – the person is angry in general, at something, about something or their situation or an individual.

Fear is often a sense of being worried or panicked about the future, the unknown, the next step.

Sadness often is from a depression or a feeling of helplessness about their situation.

When you’re interacting with others, you deal with them differently based on the emotions they convey. You’ll want to defuse the Angry customers, gain control of the conversations, convey some empathy, possibly apologize, and deliver on a solution. With the Fear and Sadness, you go heavier on the empathy, asking them about themselves, telling them about yourself and your related experience to build their confidence. You’re explicit on what the next steps will be to make the “future” known.

But how do you know what emotion they’re conveying? Well, you can tell often without having to even hear them say a word.

Those that are angry typically have these characteristics of body language:

  • Crossed arms
  • Rolling eyes
  • Rapid movement/gestures
  • Clenched fists
  • Shoulders up
  • Pointing
  • Leaning (too) close in – to your/others’ personal space
  • Furrowed brow.

 
Those that are afraid/sad typically have these characteristics of body language:

  • Little/no eye contact
  • Head shaking while looking at information
  • Fidgeting
  • Sweating
  • Hand over the mouth
  • Blank stares
  • Glassy eyes/tears.

 
Begin reading others through their body language. Before they even say a word, you can gauge their emotions and prepare yourself to respond appropriately.

Read their wordless emotions to respond in the right way.

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