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Avoid These Techniques - 10/21/25


We had a Customer Service Tip of the Week recently that addressed gaining control of the conversation.  One of the key points was that the focus should be on gaining control of conversations in various circumstances, but trying to avoid making it your goal to gain control of the Read more

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

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When They Want to Talk to Your Boss – 8/16/22

Posted on August 16, 2022 in Customer Service Tip of the Week Please leave a comment

“I want to talk to your supervisor.”

That’s their opening salvo.  Before you can hardly finish your greeting, the customer is asking for your boss.  This is done by a customer who has tried to get an issue resolved, and it hasn’t worked, so they want to go to somebody with more authority.  Also, some customers just immediately go to the supervisor and don’t even give the employee the chance to address the need.

Why Pause before You Transfer

Before you do the immediate handoff, we suggest that you go through a couple quick steps.  Why?  Because you may be able to help this person.  You could save the customer time by them not having to leave a voicemail for someone who is unavailable at that moment.  You could save them the hassle of being transferred or having to talk to multiple additional people.  And you could save your co-workers the time of having to deal with something that may be unnecessary to run by them, particularly if there’s little information shared on the situation.

What Process to Use

Here’s how to handle these situations:

  • Assure the customer that you want to help and you can help, whether that help means getting them to the supervisor or the person over that particular area. Let them know that you’re wanting to help, and you’re happy to set up that conversation.
  • Clarify the situation. Ask them: Just to make sure I understand the situation… or To make sure I send you to the right person… or To ensure you get your need addressed in the best way possible…  Then ask for a few details.  By clarifying the situation, you’re determining if you can help, you’re confirming to whom to send the customer, and you’re enabling yourself to provide background information to the supervisor.
  • Offer to address the need yourself, if possible. This could result in your actually fixing the issue or providing the information.  It could involve your acting on their behalf to engage the supervisor and get back to the customer.
  • Take the Next Step. This is when you let them know what you’re about to do next and when you’re going to do it, whether it is resolving the issue, operating on their behalf, or going ahead and connecting them with the person to best meet their needs.

 
When they want to talk to your supervisor, Assure, Clarify, Offer, and Take the Next Step to make sure that issues get addressed in the best manner possible for the customer, the co-worker, and the company.

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When Passive Voice is a Good Thing – 8/9/22

Posted on August 9, 2022 in Customer Service Tip of the Week Please leave a comment

It’s all your fault, Mr. Customer!

We may want to shout it from the rooftops, but other than venting and absolving ourselves of guilt, this wouldn’t help much in the grand scheme of things.

We have a customer sitting in front of us or on the phone, and maybe they are to blame, but by blaming them, we are often whipping the emotions up.  And when we’re dealing with service recovery, we want to bring the emotions down.  We can waste a lot of time and energy dealing with emotions and never getting to a solution, so we want to find ways to deal with issues without focusing on blame.

Avoiding the You

Avoiding discussions of blame requires that we avoid discussions of You.  At a high level, we basically try to avoid the Who, and focus on the What and the When.  We literally talk about the issue, what happened, when did it happen, how did things occur.  We spend enough time on the issue only to understand the direction to go with the solution.

And with the solution, again, we focus on the What and the When, the How, and – sometimes – the Who.

So how do we avoid talking about who caused the issue?  Sometimes it’s very easy – just talk about what steps were taken without saying who took those steps.  We literally avoid the word You, and we actually use a little passive voice (When this happened… or This occurred after…).  Those are softer ways to describe an occurrence than You did this… You caused this… This problem was created by you.

Getting to the Solution

Again, we want to understand the issue well enough to get to the solution, but we don’t want to be mired in the emotion.  Sometimes it pays not to focus on who is right and who is wrong.  Instead, we need to focus on getting to the right solution as quickly as possible.

The next time you find yourself in one of these service recovery situations and the customer’s clearly in the wrong, focus on the issue and solution, and try to avoid assigning blame.

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They’re Stressed, So You Can… – 8/2/22

Posted on August 2, 2022 in Customer Service Tip of the Week Please leave a comment

Wow!  That customer looks stressed!  Maybe it’s their body language or their expressions; they could be fidgety or talking really fast.

In the past, when we offered guidance in these situations, we focused on how to navigate the conversation step-by-step – what points to cover and what points to avoid.

But today, let’s be a little less prescriptive and just talk about some Guiding Principles when you’re engaging the other person:

Avoid the Absolutes – Conveying empathy is important in these situations.  People seem to be less anxious when they feel like somebody is trying to understand them.  However, it’s best to avoid statements that convey that you are certain about what they’re feeling, that you are certain about their situation:  I know exactly how you feel. You are stressed. I know you’re nervous.

By using these statements, we’re making assumptions that they’re stressed about something.  Sure, they appear that way, but we don’t want to state the assumption as a fact, since we could either be wrong or they may take offense if we tell them how they feel.  Instead, use phraseology like: It seems…or I would understand if…or Situations like this can be…

Temper Your Tone – One way to bring nervousness down is to bring the volume down.  Try to speak more softly. Yes, still use a bit of inflection to show interest but not so much inflection that it brings higher energy into the conversation.  We’re trying to pull some of the energy and emotion out of the conversation.

Ease the Expressiveness – If you’re somebody who talks with their hands (like me!) or have lots of facial expressions, if you’re somebody who moves around a lot when they talk – these activities can keep the energy and the emotion in the conversation.

Slow your movements.  Have more of a neutral, yet somewhat positive facial expression.  Relax your shoulders and your arms, and provide a total focus on the other individual.

When the other person is stressed, we don’t want to do anything to create an even more stressful environment for them – or for us.

Avoid the Absolutes, Temper Your Tone, and Ease the Expressiveness.

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