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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

Affirming the Customer with Empathy - 4/14/26


We’ve spoken and written about empathy for the 20+ years of these customer service tips, noting empathy as the most important quality any individual can have if they want to be great at customer service.  We’ve shared that - in order to serve our customers most effectively – it’s Read more

The Power of Teaching While Helping - 4/7/26


If you’re trying to develop a relationship with the customer rather than just simply handling their transaction and moving on, you are taking a long-term view.  You realize that that individual is someone you want to keep with your business for months or years to come, so it’s a Read more

Bear with Me - 3/31/26


As a customer, you’ve probably called a company and heard the phrase “bear with me.”  At that point, you know there’s going to be some sort of delay.  The CSR is giving you a heads up that there’s going to be additional wait time.  Essentially, they are trying to Read more

Slowing Down the Fast Talker - 3/24/26


Jeffrey had always been told by his manager to figure out the issue quickly and wrap up the conversation as fast as possible.  So, Jeffrey was hyper-focused at finding that one key word that could identify the issue and help him to transition quickly to what might be some possible Read more

Don’t Bury the Lede - 3/17/26


Mary was working at the office, and she received an e-mail alert from the water company.  There was a water outage in her neighborhood.  It looked like it was going to be a couple hours to fix the issue. Sure enough, a few hours later around mid-afternoon, Mary received another Read more

Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

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Weigh-in to Buy-in – 5/24/16 TOW

Posted on May 24, 2016 in Customer Service Tip of the Week Please leave a comment


Weigh-in to Buy-in – cool phrase! It’s usually associated with companies trying to get their employees onboard for some initiative or a change that requires employees to make it work. Essentially, the principle is that, if you want employees to buy into this initiative or change, you have to allow them to weigh-in. You have to allow them to have input, to participate in the design process, and maybe even be a part of the decision-making process.

People buy-in more readily if the solution is something they helped to create.

That brings us to a discussion of our customers. This same principle that applies to gaining employee buy-in applies to your internal and external customers.

Have you ever proposed a solution to the customer that didn’t satisfy them? Maybe they had a bad attitude, or maybe they were irate about something, so they were too emotional to consider YOUR idea.

But maybe, just maybe, they didn’t buy-in because it wasn’t THEIR idea; it wasn’t something that they helped to conceptualize; it wasn’t something they helped to design; they weren’t part of the decision.

They didn’t get a chance to weigh-in, so they didn’t buy-in.

There are many ways to get them to weigh-in to a solution. First, you could ask them to suggest what would work for them. “What can we do to make this right?” or “What could we do in the future to better serve you?”

Second, you could offer 2-3 alternatives, and ask what would work best for them. Think of the healthcare worker who can’t let the patient outside to smoke (i.e., non-smoking campus); since there are ways other than smoking to relieve anxiety and stress, offer some options, and let them choose.

Third, if this is an ongoing relationship you’re managing with chronic issues to address (think about the season ticket holders in sports), conduct focus groups, share your organizational goals and challenges, and note your desire for a permanent solution – then ask for their guidance and suggestions.

When you want the customer to love the solution (or at least live with it without voicing the negative emotion), find opportunities to let them let you know what solutions would work best.

Let them Weigh-in to Buy-in.

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You Control with Questions – 3/22/16 TOW

Posted on March 22, 2016 in Customer Service Tip of the Week Please leave a comment


They’re irate, ranting and raving – spewing the emotion your way.

They. Just. Won’t. Stop. Talking.

They’re rambling with no clear point or need or concern being conveyed.

You’re enjoying the discussion, but you have LOTS of other things to do.

If you find yourself in these situations with a customer or co-worker, you’re not alone. There are times when you need to get control of the conversation. They’re upset and you need to get the emotions down to begin moving toward a resolution. They’re talking non-stop, and you need to begin closing the conversation. There’s a lot being said but no real point being shared. Sometimes you just have other work that is being delayed by the conversation.

People who are great at customer service are inquisitive. But they’re not just inquisitive because they’re curious. They’re asking questions because they know that questions provide control.

Too many employees try to gain control by talking fast (not letting the customer speak), interrupting the other person, talking loudly, or using rude body language. But questions provide a much more professional way of taking control.

Your objective questions help you to get the kind of thinking and facts that draw down emotions. Your close-ended questions help to elicit shorter responses. Your targeted questions get at the key point or need. And your questions help you to become more productive by closing conversations more quickly.

You’re not using the questions to control the other person. Rather, you’re using questions to gain control of the emotions and direction of the conversation itself.

Become an expert at asking questions.

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