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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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What to do When You’re in the Middle – 1/24/23

Posted on January 24, 2023 in Customer Service Tip of the Week Please leave a comment

Bob and Sarah are arguing, and you’re in the middle.  Bob’s an employee, and Sarah is a customer, and they have a difference of opinion.  Somehow you’re involved even though you didn’t have anything to do with the interaction in question, the complaint being addressed.  You find yourself being the moderator, the mediator, the facilitator.

CSS does a tremendous amount of facilitation work, and it’s not just facilitating disagreements between customers and employees.  Usually it’s facilitation of groups where you have various stakeholders meeting, and they all have their own particular interest or position.

The key phrase we use when facilitating conversations like this is Healthy, Productive, and Effective.  You want Healthy conversation, where the discussion is about the issue or the goal, not the individuals involved.  Make sure people don’t make it personal or take it personal.

Productive means you try to stay on task.  Everybody understands up front what the goal is and how much time we have to discuss it, and those things that are not pertinent are identified and put on a “parking lot” for future reference.

Effective means starting with the end in mind and keeping a focus on that end.  The end is the goal.  It’s not the process to get to the goal.  People can get stuck in their specific solution or the process to get to that solution, but you just want them to think about the goal.  The more you can get them to focus on a common goal, the better chance you have of getting them there.  The more they fixate on their solution or their position or how they want to get there, the more difficult it’s going to be for you to be effective and for participants to get to their goal.

The next time you find yourself in the middle of an argument or a meeting between Bob and Sarah, identify a common goal up front.  Try not to get people focused on their position.  Make the conversation about the goal and not about the personalities involved.  Identify the time constraints, and professionally move the tangents to the parking lot.

Facilitate effectively when you find yourself in the middle.

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The Good, the Really Good, and the Ugly of Customer Service – 8/30/22

Posted on August 30, 2022 in Customer Service Tip of the Week Please leave a comment

Here are three helpful customer service stories.  They may not be from your specific industry, but it’s always good to learn from others.

The Good…

Paula submitted a ticket to the I.T. vendor.  Below the signature line in the reply she received was the following:  Please share your comments or needs with us.  We are constantly improving our services by being good listeners.  You can contact Jim Smith, CEO of Acme Paper Products directly to voice the good, bad and ugly.

The Really Good…

I read this article a couple months ago:  3 Customers Showed Up at a Starbucks as It Was Closing. The Barista’s Response Was Completely Unexpected. The customer showed up 3 minutes late after closing, but the employee still took and filled the order.  At the drive-through window, after the customer apologized for ordering after hours, the employee said: “No problem. We love making your favorite drink, and we’re always happy to make it!”

The Ugly…

Robert needed to contact a DMV fraud department.  The website said they are open Wednesday/Thursday 9-10am.  He waited from Friday to Wednesday to call them.  He called Wednesday, and the phone line said they are open Monday/Tuesday/Thursday 8-10 am.  So, he waited another day and called during open hours.  The phone tree said, “We won’t respond to messages left on this line,” and then it told him to leave a message.

Look at these three stories, and find your own lessons learned for yourself or for your organization. See what good you can pull from each, and try to avoid the ugly from story #3.

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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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