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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

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

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Share a Story of Success – 4/18/17

Posted on April 18, 2017 in Customer Service Tip of the Week Please leave a comment


Rebecca was continuing through the cycle of life, and she was at the stage as a mom where her teenager was looking at colleges. Have you ever been with a teenager on a college tour? Rebecca had not, but after going on 3-4 with her child, there was one aspect that was especially interesting.

After a 20-30 minute slide presentation from an Admissions counselor at the college, the prospective students and their families were broken up into groups for a tour of campus.

Rebecca noticed that the groups she and her teenager were in (like the other groups) were led by current students. These students were typically managing 12-20 high schoolers and their parents, navigating throughout the campus – in and out of buildings – and talking the whole time. These tour guides seemed exceptionally knowledgeable, answered questions comfortably, were high-energy, and had the amazing ability to walk backwards for 60 minutes straight while describing the campus…without falling down – AMAZING!

While these college students were amazing in their tour guide capabilities, they also had one other subtle positive characteristic. Rebecca noticed that she began envisioning the guides as the students that her child would attend college with, be friends with, and be surrounded by during her college years. These were students that she and her child could relate to, and that made the comfort with as well as the confidence in the college grow.

So how does this relate to customer service?

Oftentimes our customers are like the uncertain parent or the indecisive high schooler – there’s not great confidence or comfort. Maybe there’s a little anxiety or uncertainty.

We often respond to that uncertainty by describing next steps or focusing on providing the soothing tone of voice – these are all good things. But here’s the lesson from the college tours.

Also address those emotions of uncertainty, lack of comfort, and anxiety by painting a picture for the customer of other customers similar to them who had success.

“I was working with another new client last week on a similar issue, and this is what we did to resolve things.”

“We’ve had other patients who were dealing with a similar concern, and our doctors and nurses were great at diagnosing the true issue so that we were able to help them feel better.”

“One of our other season ticket holders last year made a similar request, and we were able to find an option that worked for them, so I’m confident we’ll be able to help you.”

Use these examples to see how to paint that picture for customers that puts them in a place where a vision of their success is more clear.

To build the customer’s confidence, share a story of success about a similar customer.

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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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Know When to Pause – 3/28/17

Posted on March 28, 2017 in Customer Service Tip of the Week Please leave a comment


You don’t have to have the innate ability to perfectly understand the other person. You don’t have to know every answer. You don’t have to react immediately with the perfect response to what’s been said. To be great at customer service, you don’t have to be the perfect conversationalist.

Having the rapid-fire response, the quick answer, and the immediate set of perfect words is somewhat unrealistic, and definitely overrated.

A conversation is a dialogue, a sharing of ideas and thoughts and opinions and facts, back and forth. But the sharing in a customer service-related conversation has very distinct purposes. The purposes often involve establishing a rapport, understanding the other person, and addressing their need.

One thing that can positively impact rapport, understanding, and successfully addressing the need is a simple – but underused (and underrated) technique – the pause.

Too many conversations with complaining customers are made worse due to a hasty and ineffective (or inappropriate) employee response. “I’m sorry you feel that way” or “Why did you do that?” or “It’s not my fault” are clear mistakes in wording in most situations.

Reactions to requests or complaints can also cause more pain than they relieve with misdirected action. How many times has an employee transferred you to the wrong person (or without asking first, or without explaining to whom you’re being transferred and why)? How many times has the customer directed you to a website when you just wanted an answer on the phone – or worse yet – directed you to a website when you drove to their store to ask a question?

Sometimes the greatest action you can take in conversing with a customer is to pause. I’m not talking 5 minutes of dead silence, but take a few seconds to think, or ask for a minute or two to research the issue. But pause.

Give yourself time to respond instead of react. Give yourself time to think of the appropriate words to say, the best clarifying questions to ask, the best next step to suggest. Then move the conversation forward.

You don’t have to be the perfect conversationalist, but you can be better if you’re just willing to be patient with yourself – and pause.

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